Latest Interviews
Showing 1–15 of 809 transcripts.
Clear all filters- Stanford Online42 min
Stanford CS153 Frontier Systems | Teaching AI to Touch Atoms
Liam Ferriss, Dorje Chubak, Liam Fettis, Doge Chubbuck
Founded by Liam Fettis and Doge Chubbuck, Periodic Labs operates a 50-person facility in Menlo Park where former AI researchers and physicists utilize their "Anas" AI agent to autonomously synthesize and verify new materials. The company recently pivoted from a purely computational model to a hybrid approach that rapidly closes the feedback loop between machine learning predictions and physical experiments, specifically targeting high-temperature superconductors and semiconductor components. By automating the prediction, synthesis, and characterization pipeline, Periodic Labs aims to overcome critical industry bottlenecks in energy efficiency and computing hardware while advancing the broader engineering of atomic-scale matter.
- Milken Institute38 min
Mobilizing Capital at Scale: Financing Canada's Next Growth Chapter | Global Dialogues Toronto 2026
Luiza Savage, Jeremy Carter, Hugh Murray, John McKenzie, Tim Wiggan
A recent expert panel identified a severe shortage of financeable projects in Canada, citing regulatory uncertainty and approval friction as the primary drivers behind collapsing energy sector financing and a 15% gap in investment per worker compared to the United States. Leading figures from the TMX Group, TD Securities, and Future Fund Australia emphasized that while capital abundance exists, structural barriers and a lack of ecosystem confidence prevent scaling blue-chip firms and hinder the Prime Minister's goal of catalyzing $1 trillion in investment. To resolve this crisis, speakers called for aggressive deregulation of small and mid-cap projects, tax reforms to lower the cost of capital, and a unified strategy among policymakers and investors to establish clear rules of engagement for long-duration risk capital.
- Milken Institute33 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter, Tony, Tim, Heinz, Alan, Phil, Daniel Metzler
Eldridge Investment Group has solidified control over Asenco to rebuild critical mineral supply chains while simultaneously launching a proprietary AI context layer to reduce dependency on external frontier models. The firm is leveraging its strong insurance balance sheet to navigate a correcting private credit market and investing in Canadian aerospace and data center infrastructure to capitalize on domestic resource advantages. Strategic moves include acquiring the Slovakian AI firm Pseudo Labs and establishing a non-US launch facility in Nova Scotia to mitigate geopolitical risks associated with space logistics.
- All-In Podcast23 min
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
Founded by former Intel and Databricks executive Naveen Rao, Unconventional AI is deploying a novel 4D computing architecture that merges memory and compute to achieve 1,000x power efficiency in just 3.5 years. The company recently validated this approach with its first physical prototype, the UNO chip, which generates images using only 500 nanojoules while bypassing the energy bottlenecks of traditional Von Neumann systems. With a roadmap targeting a full managed VM product within two years and a Python-compatible software stack, Unconventional AI aims to disrupt the trillion-dollar AI market by replacing centralized data centers with distributed, biologically inspired local intelligence.
- Milken Institute39 min
The Global AI Economy: Capital, Sovereignty, & Canada's Future | Global Dialogues Toronto 2026
Susan Li, Aidan Gomez, Dave McKay, The Honorable Evan Solomon, Evan Solomon
Canadian officials and industry leaders convened to outline a national strategy that balances aggressive AI development with robust regulatory oversight, including the establishment of a new safety regulator and a $50 million investment in the AI Safety Institute. Key figures such as Cohere CEO Aiden Gomez and Minister of AI Evan Solomon rejected calls for antitrust relief and existential risk scenarios, instead advocating for independent testing and sovereign control over frontier models to ensure democratic alternatives to U.S. and Chinese dominance. Supported by a $1.4 billion RBC growth fund and a $1.7 billion talent attraction initiative, the plan aims to retain domestic scale-ups while deploying free AI tools to students and creating 90,000 job placements to facilitate workforce adaptation.
- Milken Institute41 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter
Panelists from CPP Investment Board, AGF, and Fortress Investment Group discussed the structural reinvention required for AI adoption and the urgent need to align governance with technological shifts while warning against liquidity mismatches in private credit. The discussion highlighted a convergence of geopolitical risks and US debt sustainability challenges that are driving a shift toward regional supply chains, yet Canada's unique AAA credit rating and infrastructure pipeline present a distinct investment opportunity amidst these global fractures. Experts concluded that capital deployment in North America depends on resolving regulatory headwinds and addressing talent retention to leverage a favorable investment window for renewable energy and diversified economies.
- Bank of America20 min
Global Rates & FX Views: The great central bank review
Ralf Preusser, Agne Stengeryte, Meghan Swiber, Tomonobu Yamashita, Daesh Simha, Agnes Tengaraita, Yamashita-san
The Bank of Japan raised its policy rate to 1.25% amid political pressure from Prime Minister Takaichi's appointees, while simultaneously adjusting climate-related fund operations to facilitate balance sheet normalization. Global central bank strategies diverged as the Federal Reserve signaled rates remain non-restrictive pending market signals, whereas the Bank of England paused active gilt sales to stabilize the long end of the curve. These actions triggered distinct market reactions, including a steeper JGB curve twist, a significant USD/JPY sell-off driven by FX policy concerns, and a mixed but structurally positive medium-term outlook for the British pound.
- All-In Podcast38 min
Bill Gurley: Searching for Feynman
Bill Gurley contrasts the rigorous "searcher" investigations that typically follow historical catastrophes with the lack of a definitive root cause analysis for the COVID-19 pandemic, arguing that prominent virology experts acted as institutional blockers to protect their financial and professional interests. He contends that this suppression of the lab-leak hypothesis by figures like Anthony Fauci and Francis Collins, combined with media silence and the absence of an independent commission, has left society unprepared for future pandemics despite the event's massive human and economic toll. To rectify this systemic failure, Gurley urges the public and media to support independent researchers who continue to uncover critical evidence while calling for a cultural shift that prioritizes root cause analysis over partisan defensiveness.
- All-In Podcast39 min
Jared Isaacman: A New Era for NASA and American Space Exploration
Jared Isaacman, Chamath, Jason, Friedberg
NASA Administrator Jared Isaacman has restructured the agency toward "extreme ownership" to accelerate a strategic "second space race" against China, prioritizing the rapid return of core competencies in-house. Under this new framework, the Artemis program targets a 2027 lunar landing followed by sustained operations using a near-monthly launch cadence, nuclear power initiatives like the SR-1 Freedom reactor, and a focused shift toward high-risk deep space missions such as Titan and Europa exploration. By leveraging commercial partners for routine services while retaining ownership of near-impossible technologies, the agency aims to establish a permanent human presence at the lunar south pole before China's 2030 deadline.
- All-In Podcast44 min
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta’s Future
Dina Powell McCormick, Chamath, Jason, Friedberg, Sheldon, Susan, Zach
Meta Platforms has appointed former Trump advisor Dina Powell McCormick as President and Vice Chairwoman to spearhead a global AI expansion characterized by massive infrastructure investments and strategic workforce development. A flagship project in Richland Parish, Louisiana, demonstrates this approach by triggering a 260% surge in local tax revenue directed to teacher salaries while launching the America's Workforce Academy to train specialized labor for data center operations. Concurrently, the company navigates a historic $17 billion settlement regarding youth safety and advances its hardware roadmap with new AI-enabled Ray-Ban glasses, all framed by CEO Mark Zuckerberg's strategy to rapidly democratize artificial intelligence.
The $100 Heart Scan Brad Gerstner Says Could Save Your Life
Brad Gerstner, Jason Chang, Rob Goldberg, Dave Goldberg, Sheryl Sandberg, Adam Grant, Molly
Brad Gerstner and Rob Goldberg launched a mobile calcium CT scanner at the All In Summit to scale screening from 800,000 annual heart disease deaths to 40 million preventative scans, aiming to transform the Calcium Score into a "mammogram for the heart." Driven by Goldberg's personal loss of his brother to undiagnosed disease, the initiative targets a $20 billion cost reduction by advocating for Medicare and Medicaid mandates to bypass the current "stent lobby" barrier. The trailer unit demonstrated immediate efficacy by processing 33 scans in nine hours, while the organization plans to expand access through corporate sponsorships and push for legislative changes that reclassify calcium scoring as a standard of care.
- Milken Institute32 min
A Conversation with the Minister of Finance of Canada | Global Dialogues Toronto 2026
Richard Ditizio, The Honorable François-Philippe Champagne, François-Philippe Champagne
Minister Champagne outlined Canada's $1 trillion five-year investment mobilization strategy, leveraging its AAA credit rating, stable banking system, and unique LLM ecosystem to attract capital into energy, critical minerals, and the digital economy. The government is deploying the $25 billion Canada Strong Fund with arm's-length governance to crowd in private equity while implementing a "one project, one review" framework to accelerate infrastructure deployment and remove interprovincial trade barriers. By offering tax certainty and loan guarantees to Indigenous partners, Canada positions itself as a secure, trusted supplier of choice for global allies seeking to de-risk their supply chains amidst rising geopolitical tensions.
- Goldman Sachs27 min
Why Global Bond Yields Are Surging
Global government bond yields have surged to multi-decade highs due to synchronized pressures from historic fiscal deficits, AI-driven private borrowing, and energy price shocks. In response, major treasuries are shifting issuance strategies toward shorter maturities and executing long-duration buybacks to manage liquidity without reversing the fundamental yield trajectory. Investors are advised to reduce duration exposure amidst inflation risks while monitoring AI CapEx trends and fiscal consolidation signals for potential medium-term market normalization.
- Bank of America29 min
Global Rates & FX Views: CPI, Fed, & buyback implications
Aditya Bhave, Mark Cabana, Stephen Juneau, Meghan Swiber, Ralph Axel
Core CPI inflation surprised higher at 0.3% month-over-month, driven largely by volatile wireless and airfare costs that have pushed core PCE projections to 3.1%–3.2%. This data reinforces a market consensus that underlying inflation remains "stuck" above the 2% target, leading to an over 85% probability of a Federal Reserve rate hike in September. Consequently, strategists anticipate a hawkish press conference from Chair Powell and a flattening yield curve as investors align expectations with a likely three-hike trajectory for the remainder of the year.
- Bank of America24 min
Global Rates & FX Views: NFP: what it means for US rates & USD
Sphia Salim, Shruti Mishra, Meghan Swiber, Alex Cohen, Zviya Salim
The August U.S. non-farm payrolls report revealed a resilient labor market with 60,000 net job additions and stabilized wage growth, driven by rebounds in leisure, government, and construction sectors that offset previous volatility. This data reinforced expectations for a Federal Reserve rate hike in September, particularly if August Core PCE inflation remains above 0.24%, leading to a repricing of monetary policy toward 50 basis points of increases by early 2025. Consequently, two-year Treasury yields rose 3 basis points as investors adjusted for hawkish Fed messaging, while the dollar initially appreciated before retreating on oil price declines and the market's anticipation of upcoming CPI figures.