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  1. Milken Institute56 min

    Rising Strong: Los Angeles' Path to Recovery | Global Conference 2025

    Michelle Stevenson, Elex Michaelson, Karen Bass, Lindsey Horvath, Cinny Kennard, Evan Spiegel

    Hosted by the Milken Institute on January 12, a panel of Los Angeles officials and philanthropists assessed recovery efforts following the January 7, 2024 wildfires that destroyed over 16,000 structures. While Mayor Karen Bass and County Supervisor Lindsay Horvath highlighted rapid debris removal and AI-driven permit processing as key successes, the discussion also addressed systemic hurdles including insurance underwriting bottlenecks and infrastructure fragmentation across the region's 88 cities. With Governor Newsom requesting $39 billion in federal aid and philanthropists like Evan Spiegel pledging long-term support, the event emphasized balancing accelerated rebuilding timelines with rigorous safety standards and regional consolidation strategies.

  2. a16z46 min

    Building AI Systems You Can Trust

    Scott Clark, Matt Bornstein

    Following a fifteen-year career optimizing traditional machine learning and leading AI divisions at Intel, the speaker identified that enterprise adoption of generative AI is hindered by a critical trust gap rather than a lack of raw performance. This insight drove the founding of Distributional, a platform that replaces marginal optimization with distributional testing and holistic monitoring to detect behavioral shifts in non-deterministic, agentic systems. By shifting focus from atomic metrics to continuous validation of complex workflows, the company enables organizations to centralize operations, mitigate operational risks like hallucination, and scale reliable AI applications.

  3. Sourcery with Molly O'Shea54 min

    How Whop Is Making $1.2+ Billion For Creators

    Jack Sharkey, Molly

    A lean engineering team of 15 to 20 staff has scaled WAP to a $1.2 billion GMV run rate and $108 million in monthly creator transactions by leveraging AI agents and a "rebuild over refactor" philosophy. Backed by high-profile investors including Peter Thiel and a16z, the platform is transitioning from a sneaker bot marketplace into a full-stack creator economy with a "Content Rewards" program driving over 5 billion views across emerging markets. The company now targets a $10 billion GMV valuation by expanding its developer ecosystem and global payment infrastructure while rejecting traditional junior engineering roles in favor of autonomous, senior-level technical leadership.

  4. Milken Institute1h 1m

    Addressing the Financial Headwinds Faced by Gen Z and Millennials | Global Conference 2025

    Cheryl Evans, Kahlil Byrd, Catherine Collinson, Alexis Crow, Dorothy Kelly, Sylvia Kwan

    A diverse panel of financial experts from institutions including Ellevest and the Transamerica Institute examines the distinct economic headwinds facing Gen Z and Millennials, highlighting a severe wealth gap where Baby Boomers control 65% of assets against 13% for younger generations. The discussion details how structural shifts in the economy, rampant student loan defaults, and AI-driven job transformations are eroding intergenerational mobility and forcing many young adults into precarious financial positions due to caregiving duties. Panelists recommend immediate industry interventions such as employer-integrated debt-to-wealth platforms and personalized financial education to mitigate the risk of long-term wealth stagnation as the Great Wealth Transfer progresses.

  5. Milken Institute59 min

    The Roadmap to Longevity | Global Conference 2025

    Gadi Schwartz, Dan Buettner, Laura Deming, Richard Isaacson, Eric Verdin, Vonda Wright

    Panels including Dan Buettner, Laura Deming, and Dr. Eric Verdin emphasized a paradigm shift from extending mere life span to maximizing health and brain span through lifestyle interventions that determine 93% of longevity outcomes. While no single "hack" exists, experts project that combining optimized nutrition, walkable urban design, and emerging precision medicine could push healthy life expectancy to 90–95 years, with the first FDA-approved longevity drug anticipated within the next five years. Despite this potential for breakthrough therapies, the consensus highlights a critical funding crisis threatening US biomedical research and calls for systemic reforms to democratize access to preventive care rather than reactive sick care.

  6. Sourcery with Molly O'Shea55 min

    How 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.

  7. 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.

  8. Milken Institute1h 0m

    Trust, Truth, and Democracy | Global Conference 2025

    Sewell Chan, Max Boot, Leigh Ann Caldwell, Oliver Darcy, Kevin Merida, Jessica Yellin

    In a panel featuring journalists such as Max Boot and Kevin Merida, experts analyzed the dual pressures of the Trump administration's legal warfare against the media and billionaire owners' conflicting business interests that threaten editorial independence. The discussion highlighted how algorithmic polarization and the decline of local news have eroded public trust to just 10%, forcing the industry to pivot from mass-reach reporting to collaborative, niche-focused strategies. To navigate this fragmented landscape, the group concluded that future solutions require non-profit structural support, rigorous journalism literacy education, and a strategic emphasis on tangible policy impacts rather than political spectacle.

  9. Milken Institute59 min

    A New Policy Environment for China | Global Conference 2025

    Robin Hu, Fred Hu, Kevin Lu, Robert Rubin, Lu Zhang

    Former Treasury Secretary Robert Rubin joined a diverse panel to critique U.S. reliance on tariffs and structural decoupling while highlighting China's critical need to pivot from investment-led growth to domestic consumption. Discussing the high costs of current trade wars, the group identified inflation and supply chain disruptions as likely drivers for eventual negotiations, even as private equity leaders reorient strategies toward domestic markets and green technology. Ultimately, the dialogue concluded that sustainable resolution requires abandoning containment postures in favor of constructive engagement on shared challenges like AI governance and climate transition.

  10. All-In Podcast52 min

    Doug Burgum, Secretary of the Interior | All-In DC

    Doug Burgum, David Friedberg

    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.

  11. Milken Institute56 min

    Game Changers: Unlocking the Global Sports Economy | Global Conference 2025

    Emmanuel Acho, Willow Bay, Sam Kennedy, Rich Paul, Alex Rodriguez, Jason Wright

    Moderated by Emanuel Ocho, a panel of five high-profile sports leaders including Alex Rodriguez, Rich Paul, and Sam Kennedy detailed the economic transformation of women's sports and the strategic necessity of institutional capital for franchise growth. The discussion highlighted how shifting from altruistic models to revenue-focused ecosystems has driven record attendance and a 200% surge in sponsorship, while establishing that sustainable success relies on defining culture through face-to-face interaction and long-term investment patience. By addressing market gaps in media coverage and merchandise, these leaders argued that balancing fiduciary duties with player well-being is essential for navigating an era where athletes now control their own narratives and investors target high-growth asset classes.

  12. 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.

  13. Milken Institute50 min

    The State of the Global Economy: Global Capital Markets | Global Conference 2025

    David Faber, Waleed Al Mokarrab Al Muhairi, Jane Fraser, Jenny Johnson, Harvey Schwartz, Andrew Sullivan

    Amidst rising tariff uncertainties and unsolvable fiscal deficits, major global investors from Carlyle, Mubadara, and Prudential are shifting capital allocation toward defensive balance sheets and the fastest-growing asset class, private credit. While short-term market volatility is expected as corporations delay supply chain transformations, long-term strategies increasingly prioritize U.S. assets and emerging markets like India alongside massive infrastructure investments in AI energy and data centers. Panelists project that despite immediate headwinds from regulatory burdens and debt concerns, artificial intelligence will ultimately drive superior productivity growth compared to fiscal policy measures over the next decade.

  14. 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.

  15. Sourcery with Molly O'Shea1h 4m

    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.