Latest Interviews
Showing 181–195 of 1,563 transcripts.
Clear all filters- Milken Institute54 min
Reputation Roundup: Corporate Leaders Building Trust | Global Conference 2025
Eric Gertler, Michael Dimock, John Gerzema, Jessica Sibley, Linda Yaccarino
Facing a crisis where 72% of American trust in institutions has eroded, leaders from Time, X Corp, and the Harris Poll outlined a strategy to rebuild credibility through tangible action rather than performative rhetoric. Representatives Jessica Sibley and Linda Iaccarino detailed specific measures such as X's Community Notes and Time's "Time 3.0" transformation, which prioritize unscripted authenticity and collective fact-checking to satisfy a public increasingly skeptical of corporate and political motives. The panel concluded that future trust depends on unwavering consistency in core values and delivering concrete results, particularly for Gen Z, as organizations must shift from curated narratives to open, real-time discourse to regain public confidence.
- All-In Podcast57 min
Winning the AI Race Part 5: President Trump on the AI Action Plan
President Trump, Chamath, Friedberg, Donald J. Trump, Nat, Jason Calacanis, Jacob Helberg, Doug Burgum, Howard Lutnik, Chris Wright, Lee Zeldin, Ted Cruz, David McCormick, Jensen Wong, Lisa Sue, Jeff Sprecher, Suzy Weil, Marco Rubio
The administration has secured major international trade and defense agreements with Japan, the EU, and NATO allies while establishing a universal tariff framework to pressure non-compliant nations. Domestically, the executive branch is accelerating energy dominance and AI development through the termination of the Green New Deal, the repeal of export restrictions, and the implementation of a federal standard that permits AI training on public data without creator consent. With key appointments led by David Sacks and the EPA, the government aims to achieve zero illegal border entries, trigger $17 trillion in private investment, and reclaim global manufacturing supremacy by 2026.
- All-In Podcast1h 5m
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Major U.S. corporations and government agencies are launching transformative public-private partnerships to secure critical supply chains for rare earth magnets, semiconductors, and AI infrastructure against global competition. These initiatives include a $400 million Department of Defense deal with MP Materials that guarantees price floors, TSMC and AMD achieving domestic silicon yields in Arizona, and massive energy projects by Crusoe and NVIDIA to build gigawatt-scale AI factories. While these ventures address severe domestic workforce shortages and high manufacturing costs, they collectively aim to establish a sovereign industrial ecosystem capable of supporting trillion-dollar markets in physical AI and advanced computing.
- Milken Institute1h 1m
Words That Work: 2025 Edition | Global Conference 2025
The analysis outlines a sharply polarized American landscape where 80% of citizens view the nation as historically divided and demand tangible results over political rhetoric or abstract corporate values. It urges business leaders to abandon divisive terminology like "DEI" and "capitalism" in favor of resonant concepts such as "economic freedom" and "respect," while tailoring visual communications to evoke joy rather than fear. Without this strategic shift in language and imagery, the presentation warns that corporations face increasing legislative risks from a public backing wealth taxes and an unwavering political base that refuses to compromise.
- Milken Institute59 min
Eco Edge: Investing in a Clean Economy | Global Conference 2025
Leslie Kaufman, Areije Al Shakar, Mark Berryman, Nili Gilbert, Scott Jacobs
Representatives from Generate Capital, Carbon Direct, Capricorn, and BE Ventures convened to analyze the $9 trillion real asset opportunity required to decarbonize heavy industry sectors that currently command 40% of global fossil fuel consumption. While market metrics show a strategic shift from mission-driven to profit-driven models with private equity returns reaching the high teens, political uncertainty and the Inflation Reduction Act's implementation remain primary variables for the next 18 months. The panel identified specific growth vectors including AI-driven microgrids, industrial hydrogen, and small modular reactors as critical mechanisms to bridge the gap between economic viability and net-zero targets.
- Milken Institute51 min
Unlocking Health Data | Global Conference 2025
Richard Lui, Ramin Bastani, David Feinberg, Deborah Kilpatrick, Hon Pak
A panel of healthcare leaders from Healthvana, Oracle Health, Sonder Capital, and Samsung discussed the shift from data-rich but information-poor systems to liquid, human-centric models that prioritize patient trust and interoperability. The group highlighted how AI tools are already reducing clinical burnout, improving predictive accuracy for long-term health events, and enabling dynamic consent mechanisms to protect patient ownership. Looking toward a decade-long horizon, the speakers anticipate a paradigm shift where quantum computing and decentralized care empower patients to manage their health through seamless data integration rather than relying solely on traditional specialist visits.
- Milken Institute1h 0m
Common Sense from Uncommon Investors | Global Conference 2025
Michael Milken, Victor Khosla, Marc Lipschultz, Robert F. Smith, Jonathan D. Sokoloff, Anne Walsh
On May 5, 2025, a panel of investment leaders including Anne, Jonathan, Robert, Mark, and Victor analyzed a geopolitical landscape upended by U.S. fiscal policy and trade shifts that have heightened market volatility and debt concerns. Despite these macroeconomic headwinds, the group highlighted robust opportunities within private equity, generative AI, and private credit, citing specific strategies such as expanding employee ownership, deploying "agentic" AI solutions, and providing stable capital for hyperscale infrastructure. The discussion concluded with a focus on governance and succession, emphasizing the necessity of shifting from short-term arbitrage to long-term value creation while mentoring the next generation of investment professionals to navigate structural market changes.
- Milken Institute1h 1m
Things That Will Blow Your Mind | Global Conference 2025
Richard Sandler, JC Btaiche, Rowland Illing, Christyl Johnson, Jeb Terry, Crystal Johnson
Led by moderator Richard Sandler, a panel of industry leaders from NASA, FUSE, AWS, and Cosm explored the technological interdependencies required to achieve sustainable lunar habitation by 2040, commercial fusion energy within a decade, and AI-driven healthcare advancements. Speakers detailed critical innovations ranging from NASA's use of digital twins and inflatable habitats for Mars missions to FUSE's "Radiation as a Service" model and AWS's multimodal generative AI applications that accelerate biological discovery. The consensus emphasized that while government funding is necessary, scalable progress in space, energy, and health relies heavily on structured public-private partnerships to incentivize private capital and navigate the growing energy demands of these transformative sectors.
- a16z49 min
America's Energy Problem: We Need A New Grid
David Ulevitch, Erin Price-Wright, Ryan McEntush, Aaron
This event addresses the critical ossification of the U.S. electrical grid, where aging infrastructure, severe transformer backlogs, and a dispersed skilled workforce have stalled megaproject development. Panelists argue that the solution lies in a decentralized "leapfrog" strategy combining on-site generation, Small Modular Reactors, and AI-driven management to bypass interconnection bottlenecks. The discussion highlights urgent investment opportunities in grid visibility software, industrial robotics, and supply chain diversification to meet the explosive power demands of data centers and EVs.
- Milken Institute1h 0m
Strategies for Expanding Affordable Housing | Global Conference 2025
Jennifer Sondag, Stephen J. Cloobeck, Scott Epstein, Martin Muoto, Shane Phillips, Stephanie Rawlings-Blake
A high-stakes panel on California's housing crisis converges on the conclusion that a five-million-unit supply shortage, exacerbated by regulatory burdens like CEQA and restrictive zoning, necessitates urgent legislative and structural reform. Key figures including developer Martin and gubernatorial candidate Stephen Zake advocate for dismantling bureaucratic barriers, citing cost disparities between inefficient nonprofit construction and private sector models, while highlighting successful precedents in Cambridge and New Zealand. The discussion culminates in a strategic pivot toward public-private partnerships and single-family upzoning, arguing that aligning private capital with social impact is essential to resolve the workforce housing mismatch and lower costs for essential workers.
- Milken Institute59 min
US Economic Competitiveness in a Changing World | Global Conference 2025
Stephanie Flanders, Gary Cohn, Kevin McCarthy, Peter Orszag, Ruth Porat, Glenn Youngkin
Panelists project the U.S. economy will maintain long-term resilience driven by global reserve currency status and corporate investment, despite short-term fiscal strain and a macro-resilience decline caused by supply chain diversification away from China. To address structural deficits, the discussion emphasizes accelerating GDP growth through aggressive AI adoption, a nuclear energy revolution to power digital infrastructure, and tax policy extensions that prioritize domestic manufacturing over antitrust enforcement. Simultaneously, the administration faces a critical tension between strict immigration enforcement and the urgent need to attract global talent, a challenge highlighted by Virginia's $100 billion in recent corporate commitments and its pivot toward non-traditional workforce development pathways.
- Milken Institute58 min
Balance Sheet: The US Government Budget and National Debt | Global Conference 2025
Josh Barro, Maya MacGuineas, Steven T. Mnuchin, Paul Ryan, Alan Schwartz, Phillip Swagel, David Malani
A panel of economic experts and former officials projected that U.S. deficits will reach 8% of GDP within four years, driven by expiring tax provisions, rising interest costs, and an inflexible entitlement system facing insolvency by 2033. While policy proposals ranging from Value Added Taxes to sovereign wealth funds were debated, participants warned that political gridlock and current IRS reductions will likely delay necessary structural reform until a market crisis forces action. The discussion highlighted a potential erosion of dollar hegemony due to rising borrowing costs and foreign diversification, urging the creation of a bipartisan fiscal commission with enforcement powers to prevent a long-term debt spiral.
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell
Daniel Gross, Nat Friedman, Rory O'Driscoll, Jason Lemkin, Harry Stebbings
Upcoming industry discourse will center on the critical 2026 talent war, highlighted by Meta's acquisition of fund managers Daniel and Nat to secure elite model-building capabilities at a massive opportunity cost. Concurrently, market analysis will examine the polarization of venture capital toward generational assets and the financial engineering strategies employed by firms like CoreWeave and Microsoft to navigate workforce restructuring and valuation shifts. These discussions will conclude with an assessment of policy risks, including recession probabilities and university funding gaps, alongside speculative outlooks on key executive tenures at Sequoia and X.
- Milken Institute57 min
Macroeconomic Outlook | Global Conference 2025
Gregory Zuckerman, Khalid Al-Falih, André Esteves, Karen Karniol Tambour, Kathryn Koch, Ron O'Hanley
Leading financial experts analyze the convergence of political volatility, trade uncertainty, and shifting geopolitical alignments that are driving a global reevaluation of U.S. exceptionalism and prompting investors to diversify into Asian markets, the UK, and the Middle East. The panel highlights critical macroeconomic headwinds, including a "baked-in" recession risk and a Federal Reserve constrained by tariff-induced inflation, which are forcing a repricing of Treasury yields and exposing vulnerabilities in risk assets. Amidst these challenges, private credit emerges as a vital, though stress-tested, innovation for risk dispersion, while advocates for conservative lending strategies and active management position themselves to capitalize on the expected rise in defaults and liquidity dislocations.
- Milken Institute51 min
Author Talk: Jonathan Haidt, "The Anxious Generation" | Global Conference 2025
Jonathan Haidt, Jennifer Siebel Newsom, Conrad Kieschel
At the Milken Institute Global Conference, social psychologists Jonathan Haidt and California First Lady Jennifer Siebel Newsom addressed the youth mental health crisis by identifying the 2012 shift to smartphones as the primary driver of surging depression, anxiety, and social skill atrophy among teenagers. They advocated for four specific policy norms—delaying smartphone access until high school, mandating phone-free schools, raising the age of internet adulthood to 16, and promoting unsupervised free play—to counter the addictive designs of tech giants and facilitate proper neurodevelopment. The session concluded with a call for collective community action and a "mother's rebellion" to enforce these boundaries, aiming to restore physical interaction and resilience for future generations.