Latest Interviews
Showing 271–285 of 775 interview transcripts.
Clear all filtersHow Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech
Erik Kriessmann, Molly O'Shea, Eric Chrisman
Altimeter Partner Eric Chrisman, formerly of Index Ventures, leverages his background in venture human capital to execute a concentrated investment strategy that targets "fewer, better" ideas in defense, aerospace, and automation. The firm recently backed high-conviction portfolio companies like Anduril, K2 Space, and Base by capitalizing on large early-stage checks to build significant ownership stakes in sectors driven by talent density and mission-oriented leadership. By rejecting traditional diversification in favor of massive toehold investments, Altimeter aims to secure outlier returns while navigating a capital market environment that increasingly favors private longevity over immediate IPOs.
- All-In Podcast1h 2m
Sundar Pichai, CEO of Alphabet | The All-In Interview
Sundar Pichai, David Friedberg
Google CEO Sundar Pichai outlined a strategy rejecting the Innovator's Dilemma in favor of expanding information access, citing AI Overviews now serving 1.5 billion users with query lengths doubling as ad revenue achieves parity with traditional search. He detailed a $75 billion capital expenditure plan for 2025 that prioritizes TPU-driven efficiency and addresses critical constraints in global energy generation and workforce availability. Looking toward future paradigms, Pichai forecasts a shift to ambient computing within 15 years while reinforcing Alphabet's structural focus on foundational R&D across DeepMind, Waymo, and quantum initiatives.
- All-In Podcast52 min
Doug Burgum, Secretary of the Interior | All-In DC
Secretary of the Interior Doug Burgum, a former North Dakota governor and tech executive, has launched the National Energy Dominance Council to rapidly dismantle regulatory barriers hindering US LNG, nuclear, and critical mineral expansion. The initiative targets an energy emergency driven by surging AI and robotics demand by prioritizing Small Modular Reactors, modernizing federal permitting processes, and unlocking $8 trillion in untapped public land resources. Burgum argues that adopting a manufacturing-style approach and reducing bureaucratic duplication are essential for the United States to maintain energy independence and compete globally against China's aggressive infrastructure growth.
- Sequoia Capital48 min
Building the System of Record for the AI Era ft Workday CEO Carl Eschenbach
Carl Eschenbach, Sonya Huang, Pat Grady
Workday CEO Carl Eschenbach is redefining the platform as a unified "Agent System of Record" to govern both human employees and AI agents across its database of over 70 million users. To monetize this shift, the company is deploying a multi-faceted pricing model involving seat-based uplifts, role-based agent fees, and consumption-based API access while utilizing strategic acquisitions like HiredScore to drive measurable productivity gains. Despite an 8% workforce restructuring to fund reinvestment, Eschenbach emphasizes that AI will serve as a growth engine rather than a cost-cutting tool, maintaining a human-in-the-loop approach for critical decisions to preserve the company's core values.
- All-In Podcast50 min
Brooke Rollins, Secretary of Agriculture | All-In DC
Brooke Rollins, David Friedberg
USDA Secretary Brooke Rollins is spearheading a major realignment of the Department, utilizing executive orders to reduce waste, cancel billions in contracts, and refocus the agency on food security as a national security imperative while addressing obesity through SNAP restrictions. The administration pairs these internal reforms with a protectionist trade strategy designed to eliminate agricultural deficits and personally secure new markets in Asia and South America, all while navigating labor shortages through targeted visa programs. Simultaneously, Rollins is working with bipartisan legislators to deconstruct the Farm Bill's political "Christmas tree" structure, aiming to separate nutrition reform from agricultural support to foster a more efficient, sovereign food system.
Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins
Leigh Marie Braswell, Molly O'Shea
Kleiner Perkins deployed its $2 billion combined KP21 fund through a nine-partner team led by Lee Marie Braswell, utilizing a "major and minor" specialization model to target early and growth stages in AI-driven sectors like Windsurf and Glean. The firm is actively validating high-velocity startups such as Windsurf, which recently hit $100 million ARR by pivoting from GPU infrastructure to a unified IDE, while rejecting the notion that current market conditions prevent the creation of historically significant companies. By enforcing rigorous diligence on recurring revenue and leveraging a "talent vortex" hiring strategy, the partnership aims to capture outliers in coding agents and enterprise automation despite macroeconomic turbulence and skepticism regarding AI profit margins.
- Y Combinator53 min
Windsurf CEO: Betting On AI Agents, Pivoting In 48 Hours, And The Future of Coding
Varun Mohan, Mark Mandelmann, Jr., Melanie Warrick, Amanda Schade, Mark Blyth
Windsurf, led by founders who pivoted from GPU virtualization to AI coding tools in 2022, has rapidly scaled to over one million developers and achieved eight-figure annual revenue without a dedicated sales team. The company differentiates itself through an "agentic editor" that handles codebases exceeding 100 million lines by combining AST parsing with real-time GPU re-ranking, enabling automated legacy migration and multi-step code execution. This rapid growth was driven by a strategy of immediate product iteration, such as transforming a VS Code extension into a standalone IDE to overcome architectural limitations, all while maintaining a hiring philosophy centered on engineers capable of executing high-stakes pivots.
- Sequoia Capital56 min
The Quest to ‘Solve All Diseases’ with AI: Isomorphic Labs’ Max Jaderberg
Founded to construct a general AI-driven drug design engine, Isomorphic Labs has leveraged Demis Hassabis's Nobel Prize-winning leadership and Max Yoderberg's AI expertise to release AlphaFold 3, a diffusion-based model that predicts the 3D structures of proteins, DNA, RNA, and small molecules. By replacing months of traditional crystallization with instant in-silico analysis, the company collaborates with industry partners like Eli Lilly and Novartis to navigate the 10^60-sized chemical space and advance programs in oncology and immunology without operating its own wet labs. This approach positions AI as a fundamental, indispensable tool for the entire pharmaceutical industry within five years, while the firm advocates for new regulatory frameworks to validate these predictive models for clinical trials.
- All-In Podcast1h 30m
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Trump, Bessent, Elon, Andrew Ross Sorkin, Chamath, Jason, Friedberg
A panel of experts analyzes global market dynamics, noting that recent rallies stem from trade deal expectations rather than Federal Reserve support, while highlighting strategic tensions over China's control of rare earths and its lead in thorium energy research. The discussion extends to foreign policy, where participants advocate for accepting the Istanbul Deal to end the Ukraine war and criticizing the moralistic approach to nation-building. Finally, the group evaluates corporate strategies for Alphabet and Tesla, the fiscal hurdles facing the Department of Government Efficiency, and the regulatory complexities surrounding Nvidia's global supply chain.
Superpower Raises $30M Series A Led by Forerunner
Superpower, led by founder Jacob Peters, secured a $30 million Series A round led by Forerunner Ventures to advance its vision of replacing fragmented healthcare with an AI-driven concierge model. The company leverages a three-part architecture of data centralization, diagnostic intelligence, and action-oriented marketplace tools to provide comprehensive health monitoring at a fraction of traditional costs. By capitalizing on widespread metabolic dysfunction and Peters' personal health crisis, Superpower aims to disintermediate the current system and build a vertically integrated preventative care network.
Inside the $350M Pelosi Stock Tracker
Autopilot, formerly known as the Nancy Pelosi stock tracker, is a venture-backed fintech platform that has grown to manage $500 million in assets for 2.5 million users before pivoting to a creator economy model allowing influencers to offer tradable portfolios. The company leverages its history of tracking high-performing politicians like Nancy Pelosi and Richard Burr to highlight market timing disparities while advocating for the bipartisan "Pelosi Act" to ban congressional stock trading. Having generated eight-figure revenue without a down month, Autopilot is transitioning from a single-figure focus to a sustainable social investing ecosystem funded by roughly $7 million in venture capital.
- Sequoia Capital58 min
Arc Institute's Patrick Hsu on Building an App Store for Biology with AI
Patrick Hsu, Josephine Chen, Pat Grady
The ARC Institute, led by Patrick Hsu, has launched EVO2, a generative foundation model trained on genomic sequences across all domains of life to predict the functional consequences of genetic variants with state-of-the-art accuracy. By reclassifying Variants of Unknown Significance, this open-source tool aims to transform genetic testing outcomes and prevent unnecessary medical interventions while establishing a roadmap toward simulating virtual cells by 2030. This initiative reflects a strategic shift within ARC to merge academic rigor with industrial application, utilizing evolutionary data to build a unifying theory of biology rather than focusing solely on traditional drug design.
Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners
Lee Fixel, Zach Dell, Justin Lopas, Antonio Gracias, Molly
Base Power, founded in 2023 by Zach and Justin, closed a $200 million Series B round led by Addition with new participation from Andreessen Horowitz and Lightspeed Ventures to accelerate its "violent execution" culture and vertical integration strategy. Leveraging an isolated grid launch in Texas and a proprietary utility model that reduces deployment timelines to 2–4 weeks, the company has installed over 1,000 batteries while securing partnerships with builders like Lennar and utilities such as Bandera. Backed by a talent pool drawn from SpaceX and Tesla, Base Power now aims to scale operations to 50–100 daily installations and expand across all 50 states to address surging electricity demand from AI data centers and electrification.
- Sequoia Capital1h 26m
A Better End State than AGI? Replit CEO Amjad Masad on 1 Billion Developers
Amjad Masad, David Cahn, Sonya Huang
Replit co-founder Amjad Massad argues that while near-term AI excels at data-rich tasks like coding and mathematics, creative problem-solving remains a distinctively human capability, setting the stage for a "billion developers" economy. Following a 2024 strategic pivot to prioritize agent development, the company launched Replit Agent Version 2, which leverages Anthropic's Sonnet 3.5 to automate entire software lifecycles and drive a tenfold increase in app deployments. This shift democratizes global software creation by enabling non-technical sectors to build tailored solutions, transforming users from passive consumers into "creative engines" that leverage AI to multiply productivity.
- The Economist47 min
Import-extort: what to make of Donald Trump’s titanic tariffs
Donald Trump, Mike Bird, Ethan Wu, Simon Rabinovitch, Douglas Irwin, Doug Irwin
On April 2, 2025, President Donald Trump invoked national emergency powers to impose a baseline 10% tariff on all imports alongside reciprocal rates targeting nations like China and the European Union, effectively raising the U.S. tariff level to approximately 25%. This unilateral executive action, which exempts Mexico and Canada while closing the de minimis e-commerce loophole, aims to restore domestic manufacturing but faces imminent legal challenges under the International Emergency Economic Powers Act. Economic analysts warn the policy could trigger stagflation with inflation reaching 5% and reduce GDP by 0.6%, yet global markets have initially reacted with falling bond yields despite alarm from oil, gas, and apparel sectors reliant on imported inputs.