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  1. Milken Institute1h 1m

    Latin America: A New Era of Opportunity | Global Conference 2025

    Carlos Diaz-Rosillo, Cate Ambrose, Iván Duque Márquez, Ilan Goldfajn, Guillermo Lasso

    Moderated by Carlos Diaz-Rosillo, former Latin American heads of state Ilan Goldfajn, Ivan Duque, and Guillermo Lasso joined global finance leader Kate Ambrose to analyze shifting U.S.-hemisphere dynamics against China's growing economic dominance. The panelists identified nearshoring, critical mineral reserves, and fintech innovation as key economic drivers while warning that unresolved security issues and artificial intelligence displacement threaten regional stability and employment. They urged the United States to actively deploy development finance tools and align regulatory frameworks to capitalize on these opportunities and counter Beijing's Belt and Road influence.

  2. a16z1h 0m

    Software Finally Eats Services - Aaron Levie

    Aaron Levie, Erik Torenberg, Steven Sinofsky, Martin Casado

    The event analyzes how AI is accelerating a universal adoption curve that empowers young founders and small teams to achieve unprecedented productivity gains by acting as a turbocharger for domain expertise rather than a replacement for it. Participants debate the implications of Reed Hastings' visa salary proposal and discuss how incumbent corporations face disruption from agile startups leveraging non-deterministic workflows to redefine vertical industries. The discussion concludes that while historical leaders will likely expand, the most significant future value creation will emerge from entirely new categories built by the next generation of AI-native entrepreneurs.

  3. a16z59 min

    Taking Bold Bets: NIH and the Future of Biomedical Science

    Dr. Jay Bhattacharya, Erik Torenberg, Vineeta Agarwala, Jorge Conde

    Secretary Xavier Becerra announced a $50 million federal investment to launch the Autism Data Science Initiative, selecting 13 teams from 250 applicants to address the rising prevalence of autism and the lack of effective therapies. Concurrently, the NIH is implementing comprehensive reforms to resolve the scientific replication crisis, centralize peer review, and prioritize early-career investigators to foster high-risk innovation. These strategic shifts aim to rebuild public trust through transparent communication, integrate AI for capacity augmentation, and tackle chronic diseases while ensuring rigorous, reproducible medical standards.

  4. Milken Institute59 min

    Critical Minerals, Critical Risks: Securing Supply Chains | Global Conference 2025

    Daniel Yergin, Frank Fannon, Nicholas Myers, Kei Onishi, Vandita Pant, Nick Myers

    Driven by surging demand from AI infrastructure and electrification, the global market faces a critical supply gap that requires doubling copper production by the mid-2030s. While China currently dominates rare earth output and smelting capabilities, emerging U.S. ventures like Phoenix Tailings are leveraging zero-emission technologies to process industrial waste and secure supply chains. Strategic investments from major automakers and corporate venture arms are accelerating domestic refining and exploration, yet the sector remains constrained by decades-long permitting cycles and a massive infrastructure funding deficit.

  5. Milken Institute1h 0m

    Transforming Food for a Healthier Future | Global Conference 2025

    Holly Freishtat, Alice Hm Chen, Sarah Mastrorocco, Ashley Tyrner-Dolce, Aaron Wiese

    Industry leaders from Centene, Hy-Vee, FarmboxRx, and Instacart are redefining healthcare strategy by treating food as a primary preventive tool rather than a mere treatment, leveraging data to prove that medically tailored nutrition significantly reduces chronic disease costs. This shift is driven by evidence that 50% of U.S. adults suffer from preventable diet-related conditions, prompting payers and retailers to integrate food access into care management despite regulatory ambiguities surrounding "healthy" food definitions under changing SNAP and Medicare Advantage rules. As the sector targets a 2035 vision of seamless access, stakeholders are balancing urgent clinical outcomes with the complex logistics of scaling personalized nutrition interventions across fragmented state policies.

  6. All-In Podcast1h 22m

    Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire

    Charlie Kirk, Jimmy Kimmel, Ellison, Chamath, Jason, Friedberg, Zach, Sax

    Following the murder of conservative activist Charlie Kirk by Tyler Robinson, a discussion emerges attributing the violence to a radicalized generation shaped by algorithmic extremism and social isolation rather than a random act. The event has triggered a broader national debate regarding the rising acceptance of political violence and the specific cancellation of Jimmy Kimmel, which hosts frame as a symptom of media consolidation and the erosion of free speech norms. Participants conclude by calling for a societal pledge against political violence while analyzing how tech giants and media moguls are reshaping the information landscape that fuels such ideological fractures.

  7. Milken Institute52 min

    Next Tech Frontier: How Latin America Does It Best | Global Conference 2025

    Rodrigo Bettini, Julio Vasconcellos, Roberto Campos Neto, Cesar Carvalho, Maya Dadoo, Scott Sobel, Cesar Gonzalez

    Despite receiving a fraction of the venture capital allocated to other emerging markets, Latin American startups are generating superior global-scale outcomes through a unique combination of resilient talent, supportive public sector innovation, and venture funds outperforming global indices. Key success stories like WellHub and Worky illustrate how founders are leveraging regulatory tailwinds, such as Brazil's PIX system and Mexico's labor law reforms, to build defensible moats and achieve rapid international expansion. This trajectory is further accelerated by the Central Bank of Brazil's push for tokenization and Open Finance, which are dismantling legacy barriers and positioning the region as a future hub for programmable financial infrastructure and cross-border capital efficiency.

  8. a16z45 min

    The Death of Search: How Shopping Will Work In The Age of AI

    Alex Rampell, Justine Moore

    The panel analyzes how AI agents are disrupting traditional search and affiliate models by redirecting high-consideration commerce away from SEO-dominated platforms while leaving impulse buys and immediate gratification intact. Key speakers highlight the divergence between walled garden ecosystems and the emerging need for specialized agents that automate price optimization or require new infrastructure for machine-readable product data. The discussion identifies Costco's value-driven model and specialized startups focused on friction reduction as durable counterpoints to Amazon's potential decline, emphasizing that future growth hinges on resolving latency and attribution complexities.

  9. Milken Institute1h 1m

    Leading the Charge: CEOs Navigating Business Transformation | Global Conference 2025

    Sara Eisen, Joaquin Duato, Robbert Rietbroek, Janet Truncale, Igor Tulchinsky, Robin Vince

    Executives from BNY, J&J, Primo Brands, EY, and WorldQuant discuss navigating macroeconomic volatility while accelerating AI integration across drug discovery, financial services, and supply chains. These leaders highlight a strategic pivot toward workforce upskilling, with major organizations reporting over 90% employee adoption of AI tools to shift labor from routine tasks to high-value innovation. Simultaneously, the panel addresses how tariffs, M&A activity, and sustainability goals are reshaping long-term corporate strategies, emphasizing domestic manufacturing and cultural resilience as critical components of future growth.

  10. 20VC with Harry Stebbings1h 1m

    Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months

    Brendan Foody, Harry Stebbings

    Led by 22-year-old founder Brandon Foody, Macaw has achieved a $500 million revenue run rate by transitioning from low-cost crowdsourcing to a high-value expert network charging $95 per hour for premium AI training data. Following its acquisition by Scale AI, the company quadrupled revenue while maintaining positive margins, now operating with supply constraints as top-tier labs consolidate their spend to leverage Macaw's proprietary access to elite talent for complex reinforcement learning tasks. Despite a current valuation hovering between $200 and $250 million, the private entity plans to pursue further financing to signal market dominance, aiming for a $10 billion future as it refines the industry's shift toward high-quality human-in-the-loop data curation.

  11. a16z56 min

    Faster Science, Better Drugs

    Erik Torenberg, Patrick Hsu, Jorge Conde

    ARC Institute is establishing a physical hub to integrate machine learning with diverse biological disciplines, aiming to solve complex diseases like Alzheimer's by simulating human cells as digital foundations. Patrick O'Brian leads this effort to transition biological discovery from slow physical experiments to high-speed computation, targeting a "virtual cell" capable of predicting cellular perturbations with 90% accuracy. To validate this progress, the organization has launched the $100,000 Virtual Cell Challenge, seeking to replace traditional trial-and-error methods with AI-driven models that can replicate historic scientific breakthroughs.

  12. Milken Institute1h 0m

    Accelerating a Healthier Future Through AI | Global Conference 2025

    Gina Carithers, Jesse Ehrenfeld, Tom Hale, Kate Sasser, Johnese Spisso

    A panel of experts from the AMA, UCLA Health, Tempus AI, and Aura discusses how artificial intelligence is accelerating the adoption of tools like ambient scribes and genomic analysis to address critical primary care shortages and administrative burdens. These leaders detail successful implementations at scale, noting that while automated workflows and continuous patient monitoring are improving clinical accuracy and reducing provider burnout, significant hurdles remain regarding interoperability and fragmented prior authorization systems. Looking forward, the group envisions a regulatory landscape that scales with risk, enabling AI to support personalized, data-driven care models that include digital twins and citizen science while maintaining strict safety protocols for high-stakes medical decisions.

  13. Dwarkesh Patel1h 28m

    Fully autonomous robots are much closer than you think – Sergey Levine

    Sergey Levine, Manu, Mark Mandelbaum, Sander

    Physical Intelligence is advancing robotic foundation models that leverage vision-language architectures to enable dexterous, general-purpose automation for tasks ranging from laundry folding to industrial work. Sergey Levin projects a five-year horizon for widespread autonomous deployment in homes and blue-collar sectors, relying on a human-in-the-loop strategy to rapidly improve performance through real-world data. While the company navigates significant supply chain and hardware scaling challenges, the ultimate goal is a diversified ecosystem where AI-driven robots amplify human productivity before transitioning toward a fully automated physical economy.

  14. Sourcery with Molly O'Shea1h 0m

    Inside Klarna's IPO CEO Sebastian Siemiatkowski

    Sebastian Siemiatkowski, Molly O'Shea

    Klarna has transformed from a high-burn fintech startup into a profitable retailer by reducing its workforce to 3,000 employees while shifting to a full banking model and aggressively integrating AI through CEO Sebastian Szymiankowski's decentralized strategy. The company targets the $1.2 trillion U.S. credit card market with a distinct pink aesthetic and meme-driven branding designed to appeal to younger consumers, leveraging short-duration credit to maintain resilience against potential economic downturns. Underpinning this financial pivot is a vision to become a trillion-dollar digital financial assistant that automates complex tasks like mortgage switching, all while utilizing internal AI tools to drive operational efficiency and rapid product prototyping.

  15. Milken Institute57 min

    Middle Market Private Equity: The Smart Money's Next Move | Global Conference 2025

    John L. Bowman, R. David Andrews, Dean Mihas, Molly Murphy, Scott Spielvogel, Andrew Weinberg

    Managing nearly $25 trillion, the alternatives industry is pivoting from financial engineering to operational excellence and AI-driven value creation amid an elongated market cycle characterized by suppressed IPO activity and limited M&A supply. Industry leaders are refining differentiation strategies through aggressive AI deployment, specialized management screening by industrial psychologists, and creative exit tactics like recapitalizations to navigate geopolitical volatility and valuation dislocations. As the sector adapts to a future where 98% of finance jobs face AI disruption, general partners are evolving into long-term operating partners to capitalize on the impending $105 trillion wealth transfer while prioritizing earnings quality over gross multiples.