Latest Interviews
Showing 31–45 of 1,991 transcripts.
Clear all filtersInference 101: SambaNova CEO Rodrigo Liang
Sambanova has secured its first $1 billion tranche at an $11 billion valuation, bringing its total capital raised to $2.5 billion as it pivots to optimizing inference for trillion-parameter models. The company's SN40 architecture enables premium, high-accuracy inference within standard 10-kilowatt air-cooled racks, offering a scalable alternative to the massive, liquid-cooled data centers required by competing GPU technologies. This infrastructure strategy, led by founder Rodrigo Yang, supports a heterogenous data center model and edge deployments to meet the latency demands of agentic AI while allowing cloud providers to maximize revenue per rack.
- Milken Institute57 min
The Future of Decision Intelligence | Global Conference 2026
Dan Primack, Stephanie Guild, Paul Liberman, Brian Quintenz
Former CFTC Commissioner Brian Quintenz, Robinhood CIO Steph Gild, and DraftKings President Paul Lieberman discussed how regulated prediction markets like Kalshi aggregate disaggregated information into high-frequency sentiment signals that surpass traditional polling and institutional research. The panelists distinguished these federally licensed derivatives from unregulated gambling by highlighting their role in price discovery, the use of real capital to reduce emotional bias, and robust surveillance systems that deter insider trading. Looking ahead, the speakers anticipate expanding contract categories into corporate earnings and geopolitical events while maintaining that these tools serve as complementary data points for investment portfolios rather than sole decision-making authorities.
- All-In Podcast50 min
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Pat Gelsinger, Jason, Anton Osika
Intel CEO Pat Gelsinger diagnosed the company's strategic decline as a fifteen-year period of non-technical leadership that diverted $100 billion to shareholders rather than manufacturing infrastructure, allowing competitors like NVIDIA and TSMC to seize market dominance. He further warned of acute geopolitical risks to the semiconductor supply chain in Taiwan while projecting that AI growth will be constrained by energy capacity rather than a speculative bubble. Concurrently, Lovable founder Anton Osicka outlined a business model achieving $600 million in revenue by leveraging AI to enable non-technical users to build production-ready software, fundamentally reducing development costs and accelerating enterprise tool creation.
- The Economist56 min
A full-length interview with Tucker Carlson | The Economist
Tucker Carlson, Zanny Minton Beddoes, Jamin Beddows
Tucker Carlson argues that the United States has lost its strategic direction in the Middle East by allowing Israeli leadership to dictate security policy that accelerates regional chaos and undermines long-term national interests. He contends that America must pivot toward a power-sharing arrangement with China, abandoning futile defenses of Taiwan while reestablishing a central alliance with Europe to counter Russian influence. Ultimately, Carlson asserts that current US foreign policy is non-strategic and driven by foreign lobbying rather than the national interest, urging a return to an America First doctrine focused on geographic spheres of influence.
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck
Jordan Black, Ken Venner, Molly O'Shea
Senra Systems successfully closed a $65 million Series B round led by Lower Carbon and Interlagos, bringing its total capital to $100 million while integrating SpaceX veteran Ken Venner into its executive leadership. The company addresses the critical bottleneck in wire harness assembly by deploying a proprietary Manufacturing Operating System and accelerated training program to transform fragmented, manual processes into scalable software-driven production for defense and commercial clients. With an 80,000-square-foot facility already producing 4,000 units weekly and a strategy to replicate this model globally, Senra aims to automate complex manufacturing workflows to support the surging demand in electrification, aerospace, and satellite sectors.
- Sequoia Capital49 min
Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden
Katelyn Lesse, Angela Jiang, Sonya Huang, Lauren Reeder, Caitlin
Anthropic is pivoting its platform strategy from a knowledge-centric foundation to an execution and coordination layer, aiming to democratize custom software development through a unified architecture for both internal and external users. This roadmap introduces specialized primitives for "token-heavy" verticals like coding and finance while enabling flexible model routing and ecosystem interoperability through standards like the Model Context Protocol. By prioritizing cost optimization and advanced workflow orchestration, the company seeks to make the last mile of AI-driven development economically viable for builders ranging from individual developers to large enterprises.
- All-In Podcast52 min
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
Eleven Labs reported $600 million in annual recurring revenue with zero attrition among its founding staff, while Legor achieved $150 million in direct sales by replacing hourly billing with AI-driven transaction models in the legal sector. These companies illustrate a market shift where specialized AI agents handle complex tasks like voice restoration and legal analysis, respectively, without relying solely on general-purpose frontier models. By embedding engineers directly into product teams and utilizing narrow, fine-tuned systems, both firms prioritize security, data quality, and rapid deployment over traditional scaling methods.
- InstituteofTrading48 min
Sector Rotation Has Flipped the Script | At The Desk Ep.1
Capital is rotating out of speculative AI data center stocks into defensive sectors as the Federal Reserve signals potential rate hikes amid cooling inflation and a divergence between crypto assets and equities. Mega-cap tech firms like Nvidia and Broadcom saw share price declines despite record revenues due to guidance missing elevated expectations, while hyperscalers face scrutiny over massive capital expenditure projections and diminishing profit margins. Consequently, investors are shifting toward diversified long-short strategies and non-tech industries as concerns mount regarding the long-term unit economics of unprofitable AI enterprises.
What AI Leaders Really Think | Dylan Field, OpenAI, Boston Dynamics, MIT, IVP
Dylan Field, Ian Silber, Brian Ringley, Niko Klein, Holly Herndon, Zach Lieberman, Shreyas Garg, Molly
Figma's Dylan Field, Boston Dynamics' Brian Ringley, and OpenAI's Ian Silber outlined a strategic shift where AI serves as a collaborative lever for execution rather than a replacement for human intent, while advancing hardware reliability and interface fluidity. Speakers from IVP, MIT Media Lab, and musician Holly Herndon further emphasized that rapid prototyping, data curation, and systemic thinking are now essential for navigating the transition from static tools to autonomous agents in design and robotics. Collectively, the event framed the future of technology as a convergence of physical and digital realms that prioritizes high-level human creativity to overcome market homogenization and drive mass adoption of complex systems.
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch
Cyan Banister, Luke Nosek, Scott Banister, Molly O'Shea
Ranking as the world's top angel investors, Cyan and Scott Bannister leverage a methodology of identifying non-obvious trends to secure transformative stakes in companies like SpaceX and Anduril. During their discussion at Long Journey HQ, they outline a future dominated by AI-driven robotics while advocating for decentralized models to counter surveillance states and urging a shift away from traditional degrees toward artisanal entrepreneurship. Blending this strategic foresight with personal philosophies on radical authenticity and introspection, the couple emphasizes the critical need for American deep tech resurgence to navigate the coming "consumer wave" of artificial intelligence.
- All-In Podcast1h 4m
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Andrew Feldman, Robin Rombach, Martin Scorsese
Cerebras Systems leverages a $25 billion order backlog from major tech giants to deploy chips that accelerate AI reasoning fifteen times faster than standard inference, effectively achieving early Artificial General Intelligence while reshaping global energy infrastructure. Simultaneously, Black Forest Labs utilizes its pioneering latent diffusion algorithms to bridge generative media and robotics, partnering with entities like Martin Scorsese to create scalable production tools and autonomous "world models." Both companies advocate for a hybrid ecosystem combining open-source accessibility with proprietary sovereignty, aiming to resolve economic bottlenecks and regulatory challenges through staged deployments and secure data practices.
- Milken Institute54 min
The Next Era of Health | Global Conference 2026
Esther Krofah, Robert Bradway, Nancy Brown, Alicia Jackson, Myechia Minter-Jordan, Dipen Parekh
Addressing a critical demographic tipping point and a $1 trillion caregiver gap, stakeholders including AARP, ARPA-H, and the American Heart Association are reforming U.S. healthcare to bridge the divide between technological innovation and clinical delivery. Initiatives range from deploying agentic AI to extend cardiovascular prevention to counties lacking specialists, to accelerating long-term care research through new regulatory pathways and a target reduction of drug discovery timelines to under five years. Concurrently, global competition drives a strategic pivot toward genomic integration and value-based models, with specific commitments to reduce Lipoprotein(a) levels by 95% and establish federal tax credits for the nation's 63 million caregivers.
- Sequoia Capital1h 4m
Kalshi's Tarek Mansour: Chaos by Design
Tarek Mansour, Luana Lopes Lara, Dharmesh
Kalshi co-founders Tarkan and Luana structured their organization to maintain a flat hierarchy and deliberate strategic disagreement, which fueled a legal battle against the CFTC that resulted in a 2024 victory and a 95% dominance of the U.S. prediction market. The company distinguishes itself through a regulated exchange model that charges fees on volume rather than customer losses, while enforcing strict risk management protocols for younger traders to ensure responsible usage. This victory allowed Kalshi to launch political markets just before the 2024 election, leveraging a founder-led culture of aggressive detail and real-time cultural synchronization to solidify its position against offshore competitors.
- 80,000 Hours53 min
The Next President May Control Superintelligence
Sneha Revanur, Zershaaneh Qureshi
Founded by Sneha Ravenor at age 15, the nonprofit ENCODE has evolved from capability skepticism to spearheading a strategic campaign to regulate existential AI risks through state-level legislation and coalition building. The organization successfully influenced California's SB 53 and SB 1047 by prioritizing whistleblower protections and internal deployment reporting, while simultaneously dismantling corporate intimidation tactics like the OpenAI subpoena through diplomatic engagement. Facing the 2028 election as a potential turning point for AI governance, ENCODE advocates for a phased regulatory approach that codifies voluntary safety standards to build political capital before pursuing aggressive liability measures.
- Milken Institute56 min
Asia-Pacific Overtures: Investment Returns Through Diversification | Global Conference 2026
Laura Deal Lacey, Michael DeSombre, David Elia, Jacqueline Poh, Pandu Sjahrir, Lu Yin
The event convened U.S. policymakers, Singaporean ecosystem builders, and major sovereign wealth managers from Australia and Indonesia to align trade, infrastructure, and artificial intelligence strategies across the Indo-Pacific. Participants detailed a coordinated shift toward removing non-tariff barriers, deploying over $2 billion in targeted foreign assistance, and establishing regional AI stacks to counter Chinese technological dominance. Discussions highlighted a broader trend where pension funds and state actors are bifurcating portfolios between traditional commodities and frontier technologies while accelerating cross-border energy and digital infrastructure projects to sustain long-term regional growth.