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  1. 20VC with Harry Stebbings1h 15m

    Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice

    Nick Frosst, Sam Altman, Harry Stebbings

    Cohere founder Trevor Stuhldreher critiques industry alarmism over AGI while outlining the company's strategy of prioritizing enterprise utility and tool-use over consumer entertainment through its "North" agentic framework. The company recently valued at $6.8 billion differentiates itself by training efficient models on synthetic and high-quality data to handle repetitive labor tasks, with projections that such agentic workflows will replace entry-level roles by 2026. Stuhldreher further advocates for sovereign model infrastructure to protect national interests and warns that without careful policy, widespread AI adoption will exacerbate income inequality despite the inevitability of workforce displacement.

  2. The Diary Of A CEO1h 21m

    World No.1 Fasting Expert: The Link Between Cancer & Fasting That They're Hiding From You!

    Dr. Alan Goldhamer, Steven

    Dr. Alan Goldhammer leads a clinic utilizing medically supervised, water-only fasting protocols lasting up to forty days to treat chronic conditions like hypertension, type 2 diabetes, and autoimmune disorders by inducing autophagy and mobilizing visceral fat. Clinical studies cited indicate that this metabolic intervention can normalize blood pressure without medication in consecutive hypertensive patients and facilitate long-term remission for certain cancers and metabolic diseases. The program emphasizes strict physiological monitoring and a subsequent SOS-free plant-based diet to maintain health outcomes while challenging the medical consensus that chronic diseases require lifelong pharmacological management.

  3. Milken Institute1h 2m

    M&A Metamorphosis: How Private Capital and Tech Are Reshaping Financial Markets | Global Conference

    Romaine Bostick, Anu Aiyengar, Aly Alibhai, Vanessa Dager, Jason Greenberg, Andrea Guerzoni, Ali

    Driven by political uncertainty and tariff-related volatility following the new U.S. administration's policies, global M&A volumes have declined significantly despite a previously robust 57% CEO appetite for deals. Current market dynamics favor selective, smaller transactions under $5 billion and continuation vehicles as corporations prioritize internal resilience and navigate heightened regulatory scrutiny across tech and cross-border sectors. While deal processes have stretched to years due to valuation renegotiations, industry experts maintain cautious optimism that activity may normalize in the second half of the year once policy clarity emerges.

  4. Milken Institute1h 2m

    Investing in a Shifting Economic Climate: The Asia-Pacific Outlook | Global Conference 2025

    Sarah Williamson, Mohamed Albadr, David Elia, Kate Galvin, Vasyl Nair, Pandu Sjahrir, David Allier

    Global institutional investors from Mubadala, Host Plus, Victorian FMC, Danantara, and TeamSuper convened to discuss diverging portfolio strategies amid US political uncertainty and a strategic pivot toward Asia-Pacific growth. Key participants outlined shifts ranging from Mubadala's 25% target for Asia exposure and Danantara's $1 trillion consolidation to Victorian FMC's active hedging of dollar risk against geopolitical fragility. The panel ultimately advised maintaining multi-decade horizons while prioritizing valuation discipline and geographic diversification to navigate a market defined by sector rotation and enduring reserve currency dynamics.

  5. Sourcery with Molly O'Shea1h 6m

    Inside the $750B+ Thiel Fellowship

    Thiel, Danielle Strachman, Molly O’Shea

    Launched in 2010 to challenge the necessity of traditional higher education, the Teal Fellowship provided unrestricted $100,000 grants to under-22-year-olds based on their ambition and ability to execute immediately rather than academic credentials. The program generated over $550 billion in value through its diverse cohort, featuring notable figures like Ethereum creator Vitalik Buterin, Figma founder Dylan Field, and Anthropic co-founder Chris Ola who leveraged the opportunity to pursue high-impact ventures outside the conventional corporate or academic paths. By validating a direct patronage model and popularizing the gap year, the initiative has influenced global youth funding strategies and paved the way for future funds like the 1517 Fund to support even younger deep-tech founders.

  6. 20VC with Harry Stebbings1h 15m

    Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff

    Marc Benioff, Rory O'Driscoll, Jason Lemkin, Harry Stebbings

    Mark Benioff of Salesforce asserts that current AI represents an architectural shift toward agentic capabilities rather than true AGI, driving a $1 billion revenue surge and a $41 billion valuation for the company's Data Cloud. This transformation has enabled Salesforce to replace 4,000 human support roles with automated agents while securing a major U.S. Army contract against competitor Palantir. The discussion further highlights broader market dynamics, including massive valuations for AI startups like Anthropic and Sequoia Capital's strategic retention of equity in Klarna, as investors grapple with scaling costs and capital allocation strategies.

  7. a16z47 min

    How Scale AI is Pioneering the Future of Work

    Joe Schmidt, Ben Scharfstein

    Scale distinguishes itself in the enterprise AI market through a forward-deployed model that embeds engineers and product managers directly with clients to solve complex, non-standard problems involving data migration and legacy integration. This strategy prioritizes deep customization and the creation of proprietary data assets over rapid productization, effectively converting human domain knowledge into high-value AI agents for governments and Fortune 500 companies. By accepting lower initial margins to secure critical workflow access, the company aims to eventually productize reusable components while navigating a market shift from proof-of-concept pilots to active production deployment.

  8. Y Combinator45 min

    How This 25-Year-Old Built A $675M Legal AI Startup (With No Legal Experience)

    Gustaf Alströmer, Max Junestrand, Mark Mandelmann, Martin Splitt

    Founded in 2024 by Max Giunestrand, Legora is an AI-powered workspace for legal professionals that recently secured an $80 million Series B funding round led by Iconic and General Catalyst. The company differentiates itself through a "software + service" hybrid model and a data-centric architecture that ensures GDPR compliance by hosting all European client data within the EU. With a flat organizational structure that scaled from ten to 100 employees in less than a year, Legora is aggressively expanding its operations to hubs in New York, London, and Stockholm to support law firms in navigating the AI transition.

  9. Milken Institute1h 1m

    Navigating Global Markets: Opportunities, Risks, and Strategies | Global Conference 2025

    Sonali Basak, Joshua Friedman, Andrew Junkin, Megan Neuburger, Michael Rees

    Blue Owl Capital is transitioning its asset management strategy to target the industry's top 250 firms by shifting from pure investment execution to a holistic model that productizes offerings for diverse global investors while maintaining a bias toward non-manufacturing entities. Concurrently, the private credit market is adapting to deteriorating deal terms and regulatory shifts by serving as an escape valve for investment-grade issuers, particularly within the AI cycle, though investors remain cautious regarding tariff-induced inflation and elevated Treasury yields. Despite these headwinds, the firm emphasizes resilient direct lending and asset-backed finance opportunities that leverage regulatory constraints on traditional banks to generate sustainable, fee-driven cash flows.

  10. 20VC with Harry Stebbings1h 23m

    BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS

    Byron Deeter, Harry Stebbings

    Bessemer Venture Partner Byron Deeter outlines a transformative AI cycle defined by unprecedented capital concentration, where top-tier companies like Anthropic and OpenAI are projected to raise $100 billion collectively while redefining growth timelines from years to mere months. To capture these "supernova" opportunities, Bessemer is shifting from strict value investing to paying market-clearing prices and expanding liquidity strategies to accommodate a predicted IPO rebound in late 2024. The session further highlights how AI is displacing traditional labor budgets, enabling micro-businesses to reach billion-dollar valuations and forcing incumbents to compete with agile, data-driven startups.

  11. a16z56 min

    Aaron Levie and Steven Sinofsky on the AI-Worker Future

    Aaron Levie, Steven Sinofsky, Erik Torenberg, Martin Casado

    Industry consensus is shifting from monolithic general AI toward autonomous, specialized agent ecosystems that execute parallel workflows with minimal human intervention. This architectural transition redefines professional roles from direct execution to agent orchestration while spurring a market boom for domain-specific startups capable of solving long-tail enterprise problems. Despite ongoing challenges regarding context retention and hallucination, the technology drives a structural evolution where success is measured by the efficiency of verification ratios rather than the elimination of human oversight.

  12. All-In Podcast1h 12m

    AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

    Newsom, Chamath, Jason, Friedberg, Trump

    Hosts Chamath Palihapitiya, David Sacks, and Jake Paul analyze a critical correction in the AI market where 95% of pilots fail, while also projecting Gavin Newsom as the Democratic frontrunner for 2028 amid debates on economic platforms. The episode details a hypothetical Trump-Putin summit offering Ukraine territorial concessions and NATO exclusion, alongside a report that Meta is freezing AI hires as the industry pivots toward specialized small models. The hosts conclude by promoting the upcoming All In Summit in Los Angeles, which will feature industry leaders like Alex Karp and offers scholarships for non-affluent applicants.

  13. Sourcery with Molly O'Shea58 min

    How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic

    Drew Oetting, Molly O'Shea

    8BC formalized its 2018 shift to a dual "build and invest" model, leveraging talent from Palantir and SpaceX to co-found and scale critical physical infrastructure firms like Saronic and Resilience alongside high-value exits such as OpenGov. The firm's strategy addresses the unique capital and regulatory barriers of the reindustrialization sector by advocating for targeted financing structures and industrial policy reforms to overcome static FDA processes and high fixed costs. Concurrently, leadership projects that near-term AI productivity gains will coexist with inevitable U.S. debt growth up to $40 trillion, alongside long-term horizons including a human presence on Mars by 2050.

  14. All-In Podcast1h 0m

    Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

    Eric Schmitt, Jason, Chamath, Senator Eric Schmitt

    Senator Eric Schmidt's lawsuit *Biden v. Missouri* exposed a coordinated censorship enterprise between federal agencies and Big Tech platforms through the discovery of tens of thousands of documents and high-profile depositions. Beyond this investigation into First Amendment violations, the Senator details a generational shift in Republican foreign policy that challenges the Ukraine war narrative, labels the "Russiagate" investigation a political coup, and highlights President Trump's recent pressure to force Ukrainian negotiations. Schmidt argues these findings support a realist approach to national interests and are central to the constitutional arguments presented in his new book, *The Last Line of Defense*.

  15. a16z1h 13m

    Oren Cass & Noah Smith Debate the True Impact of Tariffs

    Oren Cass, Noah Smith, Erik Torenberg

    American Compass, founded in 2020 to prioritize family and industry over market efficiency, argues that standard trade models fail to account for state-driven advantages in non-market economies like China. The organization predicts that while tariffs will cause immediate supply chain disruptions, they will ultimately catalyze a manufacturing renaissance over a three-to-five-year horizon if coupled with consistent industrial policy and market pooling among allies. Key figures contend that short-term economic pain is a necessary trade-off to reshape global trade dynamics, provided the administration sustains long-term credibility in its protectionist strategies.