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  1. Milken Institute47 min

    Advancing Precision Oncology: Prevention, Early Detection, & Treatment | Middle East & Africa Summit

    Alan Tisch, Georges Pascal Haber, Majed Mohammed, Simranjit Singh, Nicole Sirotin

    A comprehensive panel discussion detailed the global shift toward precision oncology and AI-driven drug discovery, highlighting how biomarker-specific treatments and metabolic interventions are projecting a transition where cancer becomes a manageable chronic condition by 2050. The event underscored strategic initiatives in the UAE, including the Emirati Genome Project and GLP-1 repurposing, which aim to address regional screening disparities and reduce mortality through early detection and preventive care models. Experts further emphasized the integration of robotic surgery advancements and mRNA technologies alongside robust patient advocacy to bridge the gap between innovative clinical protocols and accessible public health infrastructure.

  2. All-In Podcast1h 6m

    Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

    Dr. Mehmet Oz, Dr. Oz, Chamath, Jason, Friedberg

    Dr. Mehmet Oz's summary outlines a Trump administration strategy to overhaul U.S. healthcare by bypassing legislative gridlock through administrative rulemaking and leveraging AI to boost clinical efficiency while enforcing strict fraud detection. Central to this approach is a radical reduction in drug costs via direct negotiations with manufacturers like Novo Nordisk and Eli Lilly, alongside a $50 billion rural transformation fund deploying telemedicine and autonomous technology. The administration projects these measures will eliminate billions in waste, stabilize Medicare sustainability, and fundamentally reshape the system by prioritizing subject-matter expertise over traditional political staffing.

  3. Sourcery with Molly O'Shea48 min

    Snowflake vs Databricks: The AI Data War | CEO of $SNOW

    Sridhar Ramaswamy, Molly O'Shea

    Sridhar Ramaswamy positions Snowflake as a dual-focused enterprise aiming to balance rigorous reliability with accelerated velocity to compete in the early stages of an AI supercycle that he estimates will drive $6 trillion in market gains by 2025. The company's strategy involves integrating the Observe telemetry platform to enable natural language system querying while explicitly shifting away from human-intensive licensing models toward efficient AI-native alternatives. Ramaswamy emphasizes that navigating this "wartime environment" requires leaders to combine drive with malleability, urging the organization to transform its culture from long-planning database operations into an iterative ecosystem where data and code interact through natural language and APIs.

  4. All-In Podcast48 min

    Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition

    David Sacks, Michael Kratsios, Maria Bartiromo

    The United States maintains a significant technological lead over China in frontier AI models and semiconductor infrastructure, driving current economic growth while transitioning into an intensified competition for power generation capacity. To sustain this advantage, the administration has dismantled previous restrictive regulations in favor of a streamlined federal framework that prioritizes permissionless innovation and excludes politically biased models from government procurement. With private capital fueling data center expansion and strategic export programs aiming to secure global market share, the nation seeks to outpace China's domestic tech indigenization while mitigating risks of surveillance and regulatory fragmentation.

  5. Milken Institute45 min

    Real Estate in a Repriced World | Middle East & Africa Summit 2025

    Caitlin MacLean, Ian Livingstone, Yasseen Mansour, Sue Nickason, Yassine

    This event analyzed divergent real estate trajectories across key jurisdictions, highlighting the UAE's rise as a tax-efficient migration hub while detailing how Egyptian developers are countering inflation through premium branding and mixed-use revenue streams. Attendees examined strategic adaptations to global volatility, including Panama's fast-track privatization laws, Cayman Islands' self-sufficient infrastructure models, and the specific risks of surging data center debt and hospitality distress in the US. The discussion concluded that long-term success now requires rigorous due diligence on climate resilience and legal stability to navigate a market where speculative gains have given way to sustainable, experience-driven asset management.

  6. All-In Podcast45 min

    Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers

    Sarah B. Rogers, Jason, Sacks

    Sarah Rogers, newly appointed Undersecretary for Public Diplomacy, is prioritizing a global mandate to counter malign information and challenge European regulations like the UK's Online Safety Act and the EU's Digital Services Act, which she argues infringe on First Amendment rights through excessive speech criminalization. She contends that these frameworks function as censorship tariffs designed to extract revenue from American tech firms and notes that the Biden administration previously leveraged disinformation labels to suppress pandemic-related truths. In response to this regulatory divergence, the State Department is deploying sanctions and diplomatic pressure against foreign officials and intermediaries while advocating for community-driven moderation tools to preserve free expression in the digital ecosystem.

  7. Sourcery with Molly O'Shea50 min

    Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It)

    Keller Rinaudo Cliffton, Keller R. Cliffton, Molly O'Shea

    Zipline has established the world's largest commercial autonomous delivery network by surpassing 140 million safe miles and securing a $625 million funding round led by Fidelity Capital Group to accelerate U.S. expansion. With former Tesla CFO Deepak Grewal joining the leadership, the company is rapidly scaling operations from 5,000 to over 20,000 health facilities while pivoting its regulatory strategy to enable high-frequency, automotive-grade drone logistics for healthcare and retail sectors. This vertical integration of hardware and infrastructure aims to transform a 5.5 billion delivery market into a 50 billion opportunity, potentially valuing the enterprise at one trillion dollars.

  8. a16z1h 10m

    The AI Opportunity that goes beyond Models

    Alex Rampell, Jen Kha, David Haber, Anish Acharya, Ari, Nick Kopp, Seema, Mark Andrusco, Joe Schmidt, Olivia, Kimberly, Gabe, Brian, Andy, Ben

    The current AI era, driven by global smartphone adoption and the 2017 Transformer breakthrough, is enabling software companies to generate $100 million in revenue within two years while displacing human labor through specialized applications. Forward-thinking firms capitalize on this shift by establishing proprietary data moats and evolving from per-seat pricing models to outcome-based strategies that solve specific "labor replacement" needs. Concurrently, investors like Andreessen horowitz are prioritizing high-conviction deals in vertical roll-ups and "AI-native" ecosystems to secure defensible systems of record rather than temporary feature differentiation.

  9. Sourcery with Molly O'Shea46 min

    I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator)

    Adam Goldstein, Molly O'Shea

    Archer Aviation is developing electric vertical takeoff and landing aircraft to serve as the exclusive air taxi provider for the 2028 Los Angeles Summer Olympics, a goal supported by the current U.S. administration and the newly established E-VOL Integration Pilot Program. Under CEO Nikhil Arora, the company has secured over $4 billion in funding and forged strategic defense partnerships with Anduril while navigating significant legal challenges and reputational threats to scale manufacturing for a projected $100 billion market. By targeting a sales model that distributes aircraft to multiple global operators, Archer aims to revolutionize urban mobility in congested cities like Manhattan and Tucson, leveraging real-world flight data to train AI and expand into international markets such as India and the UAE.

  10. All-In Podcast1h 11m

    Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

    Trump, Chamath, Jason, Friedberg, David Sacks

    The "All In" podcast team hosts a live stage event at Davos 2026 to conduct real-time interviews with global leaders while discussing Iran's regime fragility, AI infrastructure financing models, and President Trump's strategic interest in acquiring Greenland. Hosts analyze critical shifts in the compute market following OpenAI's massive Cerebras deal and explore the political implications of California's proposed "Billionaire Tax" alongside Microsoft's commitment to absorbing data center utility costs. These conversations collectively frame emerging economic opportunities in decentralized energy and specialized silicon against a backdrop of geopolitical realignment in the Middle East and Arctic regions.

  11. Milken Institute50 min

    How Investing in Europe’s Competitiveness Can Spur a New European Renaissance | MEA Summit 2025

    Petra Freddi, Lucie Berger, Pablo Casado, Jean-Baptiste Fantun, Vincent Levita, Andrea Rossi

    The Milken Institute's "Investing in Europe's Competitiveness" initiative addresses a projected €800 billion annual investment gap by mobilizing private capital from the UAE, the US, and Asian markets into European infrastructure, defense, and AI sectors. Driven by the Draghi report and the need for a Savings Union, the event highlights critical opportunities in private credit, energy sovereignty, and dual-use technologies while advocating for the Capital Markets Union and Solvency II reforms. Strategic partnerships with non-European investors are positioned to accelerate industrial consolidation and commercialization, aiming to secure Europe's economic "golden age" by 2035.

  12. All-In Podcast1h 30m

    Supercharging a New FDA: Marty Makary on Science, Power & Patients

    Marty Makary, Friedberg, Chamath, Jason, Dave

    FDA Commissioner Marty McCary has implemented 42 major reforms within his first 10 months to accelerate drug approvals, reduce clinical trial timelines, and restore public trust by ending paternalistic mandates. The agency is reshaping its workforce, shifting research priorities toward environmental and microbiome factors, and challenging China's biotech dominance by streamlining U.S. regulatory infrastructure and adopting AI-driven decision tools. These aggressive changes include converting pivotal trial requirements, eliminating unnecessary animal studies, and reforming food and vaccine policies to lower costs and address chronic disease roots.

  13. a16z55 min

    Ben & Marc: Why Everything Is About to Get 10x Bigger

    Marc Andreessen, Ben Horowitz, Erik Torenberg, Packy McCormick

    Ben Horowitz and Mark Horowitz characterize the current AI era as a fundamental reinvention of the computer capable of solving global challenges, while predicting that unlocking monetization for writers will expand the media market to 1,000 times its current size. A16Z leverages its sixteen-year reputation and a decentralized structure of autonomous teams to accelerate founders from the "Zoomer" generation, who they view as uniquely equipped to navigate this new landscape with direct, AI-native competence. By functioning as a modern patron of high-risk innovation, the firm aims to support "dreamers" as a century-long institution, transitioning inventors into competent CEOs while advocating for a liberated information environment free from traditional censorship.

  14. All-In Podcast51 min

    Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

    Jason, Bob Sternfels, Hemant Taneja

    The event analyzes the acceleration of AI adoption in enterprise settings, highlighting a shift from long-term strategy to rapid deployment that is compressing investment timelines and creating a disconnect between traditional hiring models and the cost-effective capabilities of AI agents. Speakers forecast a future workforce defined by "radical collaboration" and a "conductor" model where employees manage teams of AI, while emphasizing that human skills like aspiration and ethical judgment will remain critical as the half-life of employee skills shrinks to under four years. Simultaneously, the discussion addresses the physical evolution of technology, noting that while Western software innovation leads in autonomy and robotics, manufacturing bottlenecks and infrastructure constraints currently hinder global adoption, necessitating new approaches to build resilient supply chains and reintegrate human development pathways.

  15. Sourcery with Molly O'Shea56 min

    CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap)

    Vlad Tenev, Molly O'Shea

    Robinhood has successfully pivoted to a diversified, all-weather business model with eleven revenue streams exceeding $100 million annually, driven by the expansion of its margin book, the surge in net interest from tens of billions in custody assets, and a gold subscription base of four million. Simultaneously, the firm is modernizing investor engagement through web-based prediction markets, AI-powered trading assistants like Robinhood Cortex, and tokenized stock offerings in Europe, while CEO Vlad Tenev leads strategic initiatives into institutional markets and the development of mathematical superintelligence via his role at Harmonic. This comprehensive transformation aims to transition the company's long-term revenue composition toward non-retail and international sources, reducing historical reliance on volatile retail trading cycles.