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  1. Milken Institute1h 0m

    Green or Gray: What's Next for Transportation? | Global Conference 2025

    Susan Li, Adam Goldstein, Nina Hachigian, Alex Israel, Mark Morelli, Will Thompson

    Industry leaders including Mark Morelli of Circle K and Will Thompson of Barclays convened to analyze the severe financial and operational headwinds facing the U.S. mobility sector, such as projected tariff losses for Ford and GM and a critical $400 billion grid infrastructure gap. The panel debated divergent paths forward, ranging from China's state-subsidized pricing advantages to the necessity of multi-fuel strategies and a "technological war" for AI dominance in defense and electric vehicle manufacturing. While consensus emerged that autonomous fleet deployment and EV charging profitability will likely materialize within two to three years, stakeholders uniformly dismissed the 2035 total electrification mandate as unrealistic given current fleet turnover rates and transmission constraints.

  2. Milken Institute1h 0m

    The Global Landscape and Opportunities for Medical Breakthroughs | Global Conference 2025

    Usha Lee McFarling, Jay Bradner, Doug Drysdale, Neil Kumar, Alice Pomponio, Grant Verstandig

    Biomedicine leaders from BridgeBio, Amgen, and Zephyr AI outlined a strategy to accelerate the industry from discovery to commercialization by leveraging precision diagnostics, population-scale genetics, and AI-driven protein folding to overcome the "valley of death." While startups like Saiban pioneer high-efficacy mental health treatments and the American Cancer Society launches "BrightEdge" to blend venture capital with donor funds, panelists warned that eroding NIH funding threatens this innovation ecosystem. The discussion emphasized that sustaining global competitiveness requires public-private partnerships to fund basic research and expand diverse genomic databases beyond Western populations.

  3. Sequoia Capital1h 0m

    Why Voice Will Be the Fundamental Interface for Tech ft ElevenLabs’ Mati Staniszewski

    Mati Staniszewski, Pat Grady

    Founded in late 2021 by co-founders Piotr and Maddie Staniszewski, ElevenLabs distinguishes itself through a specialized architecture that predicts acoustic output to capture nuanced emotion and tone. The remote company leverages a global team of research engineers and specialized voice coaches to deliver high-fidelity speech synthesis used in healthcare, customer support, and interactive education platforms like Chess.com. With a strategic focus on achieving human-level interaction by 2025, the firm prioritizes low-latency infrastructure and proactive safety measures to enable universal translation and ambient computing.

  4. Milken Institute1h 2m

    The New Age of Private Equity | Global Conference 2025

    Dan Primack, Per Franzén, David Gross, Julia Kahr, Pete Stavros, Eric Wilmes

    Leading global investors including GIC, Bain Capital, and EQT discussed a market defined by regional divergence, where US activity paused due to policy uncertainty while European and Asian deals accelerated. Panelists characterized the current environment as a buyer-seller dislocation rather than a collapse, highlighting the strategic shift toward AI integration, continuation funds, and diversified platforms to navigate valuation misalignments. Despite macroeconomic headwinds like potential tariffs and tax policy changes, the consensus views the present low activity as a strategic buying opportunity supported by record dry powder and resilient portfolio fundamentals.

  5. Milken Institute1h 1m

    Author Susan Morrison, "Lorne: The Man Who Invented Saturday Night Live" | Global Conference 2025

    Susan Morrison, Lorne, Laraine Newman

    Susan Morrison's biography *Saturday Night* chronicles Lorne Michaels' decade-long evolution of *Saturday Night Live* from a conservative variety show into a global franchise that balances alternative comedy with broad national appeal. The narrative highlights how Michaels' management philosophy evolved from personal trauma-induced non-confrontation to a "sports franchise" model, emphasizing operational flexibility, mentorship strategies like *Weekend Update* for new talent, and a strict hierarchy to manage host egos during the high-pressure final dress rehearsal. This deep dive into Michaels' "friendship economy" and adaptive leadership explains the show's thirty-plus year longevity and its successful international licensing, which requires navigating diverse cultural standards while maintaining the show's core identity.

  6. Milken Institute56 min

    Aging Societies: Opportunities amid Challenges | Global Conference 2025

    Maneet Ahuja, Cynthia Hardy Maasry, Ted Koenig, Timothy Lyne, Andrew Milgram, Cynthia Masry, Tim Line

    Panelists Andrew Milgram, Ted Koenig, and Tim Line characterize the current economic landscape as a technical recession driven by tariff uncertainty and wage compression, resulting in middle-market EBITDA margins near 5-6% and bankruptcy filings at 14-year highs. The institutional focus is shifting as non-bank lenders now execute 90% of leveraged finance while private equity capital flows toward private credit to navigate declining deal valuations and extended hold periods. Experts forecast a tepid 2025 followed by a recovery in 2026 and 2027, with lenders increasingly prepared to act as permanent owners of distressed assets through robust restructuring capabilities.

  7. Sourcery with Molly O'Shea51 min

    How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders

    Jack Altman, Molly O'Shea, Sam Altman

    Jack Altman details Alt Capital's pivot to early-stage AI applications while debating the validity of Mark Andreessen's "barbell" venture capital strategy against his observation that trust and fit remain paramount for Series A-C founders. He forecasts a transformative 2025 landscape where AI displaces white-collar labor to unlock productivity, necessitating massive infrastructure investments in nuclear energy to overcome power constraints for AGI and robotics. Despite the volatile market valuations and deepfake security risks, Altman maintains confidence in the sector's trajectory, leveraging his podcast "Sorcery" to gather insights from founders who operate closer to technological realities than traditional VCs.

  8. Milken Institute54 min

    The Future of Venture Capital: AI, IPOs, and Tech Investment | Global Conference 2025

    Romaine Bostick, Raj Ganguly, Amir Husain, Dana Settle, Hemant Taneja

    Venture capital leaders from B Capital, General Catalyst, and Greycroft discuss a strategic pivot away from the stalled IPO market toward inorganic growth and M&A as primary exit routes. The panel emphasizes that firms must evolve into "AI-native" entities to navigate geopolitical supply chain shifts and address liquidity constraints for the "long tail" of private companies. With a focus on deep industry transformation over application-layer speculation, investors are prioritizing technically elite founders capable of driving efficiency in hardware, robotics, and healthcare sectors.

  9. Milken Institute59 min

    Charting the Rise of the Podcast Economy | Global Conference 2025

    Jamie Patricof, Jessica Cordova Kramer, Mary Alice Haney, Josh Lindgren, Hernan Lopez, Ben Meiselas

    Industry leaders define the evolving podcast ecosystem as a dissolving convergence of audio and video formats, evidenced by major market shifts such as PodX's acquisition of Lemonada and the Golden Globes' addition of "Best Podcast" awards for 2026. Economic analysis projects the global industry to reach $7.3 billion in 2024, driven by a 30% revenue share from consumer subscriptions and a migration of high-profile talent away from legacy cable networks toward independent production. While generative AI serves primarily as a localization and editing tool to expand global reach, the sector faces upcoming challenges regarding standardized cross-platform metrics and the preservation of entry-level job pipelines amidst these technological and media mergers.

  10. Milken Institute1h 2m

    Institutional Investors: Charting the Course | Global Conference 2025

    Christopher Ailman, Justin Barton, Jenny Chan, Edwin Denson, Jonathan Glidden, Guadalupe Rodriguez, Chris

    Representatives from the Children's Hospital of Philadelphia, the State of Wisconsin Investment Board, Delta Airlines, the UCLA Foundation, and a single family office convened to discuss how their distinct balance sheets and liabilities shape divergent capital allocation strategies. While SWIB and UCLA maintain long-term horizons and increased non-U.S. equity exposure, Delta prioritizes de-risking and liquidity management within its pension structures amidst a shifting macro environment. The panelists collectively signaled a cautious stance toward private market pricing and hedge fund correlation, anticipating stagflation and regulatory volatility that will likely dictate 2025 investment flows and secondary market activity.

  11. Milken Institute59 min

    AI Leadership: Business Aspirations and Value Propositions | Global Conference 2025

    Julia Boorstin, Aparna Chennapragada, Francis deSouza, Arianna Huffington, Clara Shih, Matt Wood

    Moderated by CNBC's Julia Boorstin at the Milken Institute Global Conference, industry leaders from Meta, Microsoft, Google, PwC, and Thrive Global characterized AI as a transformative inflection point comparable to electricity rather than an incremental tool. The panel detailed rapid enterprise adoption, noting that AI now generates over 30% of code at Google and drives revenue growth for cloud providers, while predicting a shift toward an agent-to-agent economy where human roles evolve from task execution to orchestration. Ultimately, the discussion emphasized a dual strategy of accelerating innovation while establishing governance frameworks to mitigate risks such as disinformation and bias, forecasting a future where AI expands human capabilities across healthcare, science, and lean "frontier" business models.

  12. Sourcery with Molly O'Shea54 min

    Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO

    Roy Lee

    Roy Lee secured a new funding round led by Ang Lee's team to rapidly scale Cluey, an AI-powered desktop overlay designed to assist users during screen-sharing interactions like interviews and sales calls. The company leverages a controversial viral marketing strategy and a hybrid workforce of engineers and influencers to drive profitability, with enterprise contracts already generating seven-figure revenue. Lee aims to dominate the AI distribution landscape by prioritizing aggressive growth and mindshare over traditional burn rate optimization, while positioning the product as a precursor to a comprehensive "Jarvis" interface.

  13. Milken Institute58 min

    AI and Digital Transformation's Impact on Investing | Global Conference 2025

    David Steinberg, Jim Breyer, Dipanjan "DJ" Deb, Greg Emerson, Dennis Gada, Jodie Wallis, Shanali Basak

    A panel of industry leaders including Jodi, Dennis, DJ, Greg, and Jim established a consensus that organizations must adopt a hybrid "build, buy, and partner" strategy, favoring external foundational models while retaining in-house development for specific strategic assets. The discussion highlighted acute shortages of top-tier mathematical talent and warned of critical risks ranging from quantum decryption threats to deepfake fraud, necessitating robust, materiality-based governance frameworks. Looking forward, experts predicted AI will act as a catalyst for enterprise transformation and private equity value creation, though they cautioned that true value lies in revenue growth rather than mere productivity gains or marketing hype.

  14. Milken Institute1h 1m

    Investing in Ukraine's Future | Global Conference 2025

    Gillian Tett, Philip Bennett, Xavier Bettel, Wladimir Klitschko, Oleksandra Matviichuk, Yuriy Vitrenko

    Panelists project a realistic three-year timeline for a peace deal, noting that Russia currently holds the initiative on ceasefire negotiations while Ukraine leverages its strengthened drone production. Key figures including Deputy Prime Minister Xavier Bettel and former Naftogaz CEO Yuri Vitrenko confirmed a U.S.-Ukraine minerals deal that aims to secure investment and serve as a precursor to an armistice, though legal complexities regarding Russian frozen assets remain a significant hurdle. Simultaneously, Nobel laureate Alla Aleksandr warned of impending impunity if war crimes are not prosecuted through a Special Tribunal, while the EBRD outlined a strategy to scale reconstruction investments to billions annually despite total costs estimated at $700 billion.

  15. All-In Podcast45 min

    Tony Robbins | All-In Live from Miami

    Tony Robbins, Chamath, Jason, Friedberg, David Sacks

    Tony Robbins leverages a synthesis of clinical research, physiological optimization, and strategic leadership frameworks to help individuals and organizations rewire unhelpful patterns and achieve sustainable high performance. His methods, which include the Stanford-validated "Date with Destiny" program and the RPM strategy, have demonstrated significant reductions in depression symptoms and a return to pre-pandemic corporate engagement levels. Beyond personal development, Robbins channels this expertise into large-scale philanthropic "moon shots," including a global commitment to feed 100 billion people and eliminate human trafficking, while personally managing his own longevity through advanced regenerative medicine.