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  1. Milken Institute1h 3m

    eSports: The Bumpy Ride to ROI

    Ben White, Sam Englebardt, Peter Levin, Kristen Salvatore, Ari Segal, David Rockefeller Jr., Emily Fortuna, Amanda Han, Eric Schmidt, Ari Schwartzmann, Sam Nelsons, Chai, Peter Barron, Peter Barry Kaufmann, Kevin, Carlos, Paul

    Industry leaders highlight that gaming now surpasses film and television in scale, with a user base of 2.6 billion driving a strategic shift for traditional media and sports organizations to secure the Gen Z demographic. Investment activity is surging as entities like Immortals Gaming Club adopt holding company structures to capture high valuations and leverage the mobile boom, while platforms like Twitch demonstrate superior engagement metrics that attract non-endemic advertising. Amidst these rapid expansions, the sector faces evolving structural debates regarding player welfare, the rise of influencer-driven brands over traditional franchises, and the impending need for standardized unionization and global regulatory frameworks.

  2. Milken Institute52 min

    Inside a Blockbuster Franchise: "Avengers: Endgame"

    Julia Boorstin, Anthony Russo, Joe Russo, David Levinson, John McCutchan

    Directors Joe and Anthony Russo leveraged a unique back-to-back production strategy and a global day-and-date release to propel *Avengers: Endgame* to a record-breaking $1.2 billion opening weekend. Their collaborative "mastermind" approach, which integrated scientific consultation and disciplined ensemble management, transformed the film into a universal cultural phenomenon while reaffirming the distinct value of the theatrical experience. Building on this success, the Russo brothers are now expanding their AGBO production company to champion artist ownership and emerging talent with projects like *Cherry*, all while maintaining a format-agnostic commitment to both streaming and cinema.

  3. Y Combinator56 min

    Analyzing Billions of Transactions to Understand Consumer Behavior - Michael Babineau and Kevin Hale

    Michael Babineau, Kevin Hale, Craig Cannon, Mike

    Co-founded by Mike and Lillian, the company delivers a financial analytics platform that empowers investors and corporations to analyze over 50 billion credit card transactions to solve complex business intelligence problems. With a diverse team of 60 data scientists and engineers, the firm processes unstructured data for entities ranging from startups to major retailers like Stitch Fix and Amazon, transforming raw transactional noise into actionable strategic insights. Supported by strategic funding from Goldman Sachs and Citi, the platform achieved 150 clients through organic growth by offering a customizable toolset rather than static reports, allowing users to generate their own unique information edges.

  4. Milken Institute1h 3m

    Words That Work: A Workshop With Frank Luntz

    Frank Luntz, Frank Fenwick, Heather, Ken Gilroy, Kathleen Kennedy Townsend, James, Martin

    Political consultant Frank Luntz argues that escalating polarization has transformed American discourse into aggressive monologues, prompting a strategic pivot toward specific linguistic shifts designed to rebuild trust and bridge ideological divides. He details a revised political lexicon that replaces divisive terminology like "capitalism" and "privilege" with inclusive concepts such as "economic freedom" and "responsibility," while urging leaders to abandon negative social media tactics in favor of future-oriented, collaborative messaging. The session concludes with a recognition that the next generation seeks shared prosperity over binary ideological battles, warning that failure to adopt these de-escalation strategies risks permanently delegitimizing political opposition.

  5. Milken Institute1h 1m

    Investing with Vision: A Conversation With SoftBank's Rajeev Misra

    Rajeev Misra, Mike Milken, Michael Milken

    SoftBank Vision Fund has deployed $80 billion across 80 portfolio companies to aggregate fragmented markets through AI-driven platforms and preferential debt financing. Led by Rajiv Mehta, the fund targets 30% long-term returns by applying a minority stake strategy to "fearless" founders while leveraging SoftBank's ecosystem for global expansion. With a second fund planned for immediate launch, the organization aims to capitalize on the transition from internet growth to an AI revolution that restructures industries like transportation and hospitality.

  6. Milken Institute1h 5m

    Keeping the American Dream Alive

    Michael Milken, Raymond Dalio, Robert Smith

    A panel of economists and policy experts diagnoses the erosion of the American Dream as a result of stagnant incomes for the bottom 65%, extreme wealth concentration, and systemic underdevelopment driven by technological substitution and flawed monetary policy. To reverse these trends, the group proposes data-driven public-private partnerships that treat education and early intervention as high-yield capital investments, specifically targeting at-risk youth and underserved STEM students through targeted internships and holistic support systems. The discussion concludes that without bipartisan cooperation to redistribute opportunity and address the looming risk of social conflict, the nation faces severe systemic instability exacerbated by a rapidly shifting demographic landscape.

  7. Milken Institute1h 0m

    Food as Medicine

    Ryan Shadrick Wilson, The Edge, William Li, Tim Ryan

    A panel including Dr. William Lee, Bono, and Representative Tim Ryan convened to advocate for a paradigm shift from pharmaceutical-dependent treatment to preventative nutrition, citing that over 200 specific foods can activate natural defense systems to combat major chronic diseases. Despite evidence suggesting that dietary interventions could save the U.S. economy $1.7 trillion annually in healthcare costs, the current system is hindered by inadequate medical education and federal subsidies for unhealthy commodities. To address these systemic failures, the group proposed establishing a National Institute for Nutrition, mandating school-based food education, and restructuring tax policies to incentivize nutrient-dense agricultural production.

  8. a16z49 min

    10+1 Lessons from Serial Entrepreneur Justin Kan

    Justin Kan, Andrew Chen

    Fourteen-year veteran entrepreneur Justin Kahn applies his extensive experience from founding and exiting ventures like Twitch and Justin.tv to lead Atrium, a technology-enabled law firm designed to offer speed and transparency for startups. Transitioning from high-market-risk consumer apps to execution-focused B2B models, Kahn leverages a massive Series A round to signal trustworthiness while advocating for a "conscious company" culture built on empathy and radical responsibility. His approach emphasizes that sustainable success requires treating startup building as a multi-decade marathon rather than a sprint, integrating rigorous personal development with strategic business growth.

  9. Y Combinator49 min

    Monetizing Podcasts and Newsletters - Chris Best of Substack and Jonathan Gill of Backtracks

    Chris Best, Jonathan Gill, Craig Cannon, Jack Ryder, Debdut Mukherjee

    Substack leadership and industry experts analyze a shifting podcasting landscape where direct subscription models are gaining traction against traditional advertising, leveraging strategies like micro-pricing and referral incentives to monetize niche audiences. The discussion highlights that success relies less on mass download metrics and more on consistent publishing, high-quality audio storytelling, and the ability to measure engagement through direct response data rather than obsolete download counts. Ultimately, the panel predicts a future ecosystem where creators maintain direct audience relationships through independent platforms, blending ad-supported mass content with paid subscription niches to counter the consolidation risks posed by major tech giants.

  10. a16z50 min

    Seven Trends in Blockchain Computing (Spring 2019)

    Chris Dixon, Olaf Carlson-Wee

    Olaf, the first employee of Coinbase, details the third wave of blockchain evolution driven by WebAssembly integration and Proof-of-Stake consensus to resolve current developer bottlenecks and security flaws inherent in older protocols. This upcoming phase emphasizes superior technical infrastructure, including built-in on-chain governance and sub-second finality, while shifting industry metrics from user counts to composability and open-source development speeds. As the sector transitions from a nascent launch phase to mature application development, these upgrades aim to facilitate complex use cases like decentralized finance and AI data markets without relying on ad-revenue models or arbitrary platform control.

  11. Milken Institute1h 1m

    Town Hall | Will Technology Save or Subvert Civility and Society?

    Frank Luntz, Fadi Chehadé, Tristan Harris, Gabriel Stricker

    Tristan Harris and fellow panelists argue that algorithmic incentives and corporate business models have eroded digital civility, creating a landscape where polarization is monetized and public trust is critically low. To counter these systemic failures, the discussion proposes a "troika" governance structure involving governments, corporations, and citizens, alongside specific reforms like engineer oaths and fiduciary data laws to prioritize human well-being over engagement metrics. While challenges such as the slow pace of legislation and geopolitical digital divides persist, the speakers emphasize that immediate action through media literacy education and international cooperation is essential to restoring healthy democratic discourse.

  12. a16z48 min

    The a16z Pitch Room: Sandbox VR

    Steve Zhao, Siqi Chen, Andrew Chen, Frank Chen

    Andreessen Horowitz led an investment in Sandbox VR to fund its scalable network of untethered, wireless virtual reality locations that address high churn rates in the traditional consumer VR market. General Partner Andrew Chen backed the strategy of positioning the company as a future content publisher and platform for third-party developers, rather than a simple hardware retailer, citing strong unit economics and near-unanimous customer satisfaction data from existing Asian markets. With a founding team combining AAA game development experience and hyperlocal growth expertise, the venture aims to expand from 14 to over 50 rooms while mitigating novelty risks through rapid content rotation and exclusive IP partnerships.

  13. Y Combinator1h 4m

    Software Engineer Turned Youtuber - Jarvis Johnson

    Jarvis Johnson, Craig Cannon, Nathan Allebach, Taylor

    Engineering manager and content creator Jarvis Johnson transitioned from a full-time career at Patreon to independent YouTube production after a viral subscriber surge validated his strategy of balancing technical deep-dives with broader industry critique. Leveraging lessons from Silicon Valley and his time managing teams, Johnson now advocates for "clickbait with positivity" while warning against the rise of soulless content farms that threaten platform authenticity. His journey highlights a shift from grade-driven multitasking to focused, interest-driven learning, aiming to provide accessible role models for aspiring technologists navigating the software industry's evolving landscape.

  14. Milken Institute1h 6m

    Part 1: A Conversation With John Hickenlooper | Part 2: A Conversation with Seth Moulton

    John Hickenlooper, Seth Moulton, Jerry Baker, Christina Bellantoni

    The Milken Institute Global Conference featured two presidential conversations with Democratic candidates Governor John Hickenlooper and Representative Seth Moulton, who focused on unifying the party to defeat President Trump. Hickenlooper emphasized restoring middle-class economic stability through antitrust enforcement, tax reforms on wealth, and state-led social policies, while Moulton advocated for a generational shift in leadership driven by veteran healthcare reform, green infrastructure investment, and constitutional impeachment debates. Both candidates addressed critical national challenges including climate change, gun control, and economic restructuring, aiming to present a cohesive platform that addresses deep national divisions.

  15. Milken Institute1h 2m

    Town Hall - Will Technology Save or Subvert Civility and Society?

    Frank Luntz, Gabe, Tristan

    A panel of tech leaders and academics argues that social media platforms have fundamentally degraded American politics by algorithmically prioritizing engagement over civility, with data showing zero perceived positive impact among attendees. Speakers detail how predictive modeling and recommendation engines exploit human vulnerabilities to amplify polarization and misinformation across major sites like YouTube and Twitter, creating a toxic feedback loop that erodes social fabric. To address this crisis, the group proposes a multi-stakeholder "troika" governance model, legislative reforms to the Section 230 framework, and the integration of digital ethics into educational curricula to establish new norms for the industry.