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  1. Jane Street1h 13m

    Why ML Needs a New Programming Language with Chris Lattner

    Chris Lattner, Ron Minsky

    Former LLVM creator Chris Lattner founded Modular to solve the AI industry's fragmentation by introducing Mojo, a Python-compatible language designed to unify performance and portability across competing hardware vendors. The company generates revenue through enterprise infrastructure solutions rather than licensing the language itself, aiming to replace complex C++ and CUDA workflows with a single release train supporting both NVIDIA and AMD accelerators. This approach seeks to democratize high-performance computing by providing a neutral software foundation that allows developers to build portable AI models without sacrificing hardware efficiency.

  2. a16z56 min

    Is Non-Consensus Investing Overrated?

    Erik Torenberg, Martín Casado, Leo Polovets

    Martin Casado and Leo Gurevitch debate the strategic tension between non-consensus investing and market efficiency, arguing that while non-consensus deals offer higher potential returns, founders risk funding starvation if they fail to align with investor consensus. The speakers analyze how valuation inflation and "human opinion" can distort market pricing, creating a dichotomy where companies either face cash discipline through hard raises or fragility through overspending in consensus rounds. Ultimately, the discussion concludes that while individual investors may chase alpha by ignoring consensus, the aggregate market gradually converges on intrinsic value, necessitating a nuanced approach where founders appear consensus-compliant despite pursuing non-consensus products.

  3. The Diary Of A CEO1h 28m

    The AI Safety Expert: These Are The Only 5 Jobs That Will Remain In 2030! - Dr. Roman Yampolskiy

    Dr. Roman Yampolskiy, Steven

    Dr. Roman Yampolsky predicts Artificial General Intelligence will arrive by 2027, triggering a cascade of socio-economic disruption that could result in 99% unemployment and full physical automation by 2035. He warns that exponential capability growth paired with linear safety progress creates an irreversible control gap, where superintelligence may exceed human oversight and lead to extinction via uncontrolled optimization or biological weaponization. To counter these existential threats, Yampolsky advocates for immediate collective action through movements like "Pause AI," prioritizing human longevity, and treating loyalty as the critical trait for navigating a future where silicon substrates render traditional human enhancement obsolete.

  4. Milken Institute1h 1m

    The Future of Asset Management | Global Conference

    Richard Ditizio, Raphael Arndt, Mike Gitlin, Matthew Harris, Bill Huffman, Jean Hynes

    Amidst a fracturing macroeconomic landscape and shifting geopolitical dynamics, leading asset managers are pivoting toward active strategies and AI-driven decision-making to navigate stagflation risks and capitalizing on a projected $100 trillion infrastructure opportunity. The event highlights a strategic convergence of public and private markets, where demographic shifts and an incoming $70 trillion wealth transfer are driving demand for sustainable alternatives and retirement solutions extended to 90 years of life expectancy. Ultimately, industry leaders anticipate a decade of market broadening and productivity booms, positioning the fusion of technology and traditional asset allocation as the primary engine for future alpha generation.

  5. a16z52 min

    Jack Altman & Martin Casado on the Future of Venture Capital

    Jack Altman, Martin Casado

    This interview analyzes the structural evolution of Andreessen Horowitz as it shifts from a generalist consensus model to a specialized, platform-driven firm to navigate intense talent wars and a multi-trillion dollar AI market. The discussion highlights how infrastructure remains the primary value driver in AI, while firms leverage in-house media capabilities and decoupled operational support to help portfolio companies overcome brand and productivity challenges. Finally, the speakers address the firm's calibrated aggression in a speculative gold rush and the strategic importance of open source in maintaining a competitive ecosystem against incumbent threats.

  6. Milken Institute1h 1m

    Private Credit: Innovation, Strategy, and Distressed Debt in a Maturing Market | Global Conference

    John L. Bowman, Michela Bariletti, Paul Horvath, Joe McCurdy, Rudy Sahay

    Private credit in the U.S. has matured into a $3 trillion primary capital source, driven by regulatory shifts post-GFC and a strategic pivot toward re-integration with banks rather than disintermediation. While the U.S. market faces competition from large BDC ecosystems, European opportunities are emerging through Solvency II reforms and Brexit-related dislocations, prompting institutional investors to favor aligned partners who prioritize long-term control over deal velocity. To navigate rising leverage risks and geopolitical volatility, leading firms are deploying AI-driven underwriting and targeting $2 billion mid-market deals that offer superior covenant protection and recovery rates.

  7. a16z47 min

    Substack Cofounder on AI Slop Content & the Decline of Social Media

    Erik Torenberg, Chris Best, Katherine Boyle, Andrew Chen

    Amidst the 2020–2021 media crisis marked by mass de-platforming, Substack emerged as a critical infrastructure protecting free speech by enabling independent writers to monetize directly through a full-stack network of newsletters, podcasts, and video tools. Capitalizing on a $100 million investment to rebuild its internal systems, the company differentiates itself through an "exit-right" policy, an algorithm designed to surface long-form content rather than drive engagement, and AI integrations that lower production barriers without sacrificing quality. By fostering a "rebundling" of media where top creators earn multi-million dollar salaries independent of corporate hierarchies, Substack aims to establish a permanent alternative to the addictive, algorithmic dominance of legacy social platforms.

  8. Sequoia Capital50 min

    Deal Velocity, Not Billable Hours: How Crosby Uses AI to Redefine Legal Contracting

    Crosby, Ryan Daniels, John Sarihan, Josephine Chen

    Crosby operates as an AI-first law firm that replaces traditional software models with an integrated service where lawyers and engineers collaborate side-by-side to automate contract review. By rejecting the billable hour in favor of per-document pricing and deploying specialized AI agents alongside human oversight, the firm accelerates negotiation lifecycles to enable single-turn resolutions. This structural innovation targets the underserved "long tail" of legal work, democratizing high-quality contract services while redefining junior attorney roles as managers of autonomous AI systems.

  9. Milken Institute1h 0m

    The Evolving Landscape of Asset-Based Finance and Securities Products | Global Conference 2025

    Ted Seides, Matt Miller, Jack Neumark, Madelaine O'Connell, Jason Steiner, Edwin Wilches

    Leading Asset-Based Finance managers including representatives from PGM, PIMCO, HPS, Fortress, and Bayview defined the sector as "private credit 2.0," focusing on securitizable income-generating assets like real estate and esoteric receivables to diversify beyond traditional corporate loans. While the panel consensus identifies homeowner resilience as a key defense against downturns, experts warn of rising subprime auto risks, FICO score distortions, and dangerous spread compression driven by record capital influx from insurers and pension funds. To navigate these dynamics, the group outlined divergent strategies ranging from maintaining "rent" models with originators to pursuing complex illiquid structures, all while emphasizing the necessity of rigorous forward-looking scenario analysis to manage deteriorating covenants and liquidity premiums.

  10. 20VC with Harry Stebbings1h 15m

    Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice

    Nick Frosst, Sam Altman, Harry Stebbings

    Cohere founder Trevor Stuhldreher critiques industry alarmism over AGI while outlining the company's strategy of prioritizing enterprise utility and tool-use over consumer entertainment through its "North" agentic framework. The company recently valued at $6.8 billion differentiates itself by training efficient models on synthetic and high-quality data to handle repetitive labor tasks, with projections that such agentic workflows will replace entry-level roles by 2026. Stuhldreher further advocates for sovereign model infrastructure to protect national interests and warns that without careful policy, widespread AI adoption will exacerbate income inequality despite the inevitability of workforce displacement.

  11. The Diary Of A CEO1h 21m

    World No.1 Fasting Expert: The Link Between Cancer & Fasting That They're Hiding From You!

    Dr. Alan Goldhamer, Steven

    Dr. Alan Goldhammer leads a clinic utilizing medically supervised, water-only fasting protocols lasting up to forty days to treat chronic conditions like hypertension, type 2 diabetes, and autoimmune disorders by inducing autophagy and mobilizing visceral fat. Clinical studies cited indicate that this metabolic intervention can normalize blood pressure without medication in consecutive hypertensive patients and facilitate long-term remission for certain cancers and metabolic diseases. The program emphasizes strict physiological monitoring and a subsequent SOS-free plant-based diet to maintain health outcomes while challenging the medical consensus that chronic diseases require lifelong pharmacological management.

  12. Milken Institute1h 2m

    M&A Metamorphosis: How Private Capital and Tech Are Reshaping Financial Markets | Global Conference

    Romaine Bostick, Anu Aiyengar, Aly Alibhai, Vanessa Dager, Jason Greenberg, Andrea Guerzoni, Ali

    Driven by political uncertainty and tariff-related volatility following the new U.S. administration's policies, global M&A volumes have declined significantly despite a previously robust 57% CEO appetite for deals. Current market dynamics favor selective, smaller transactions under $5 billion and continuation vehicles as corporations prioritize internal resilience and navigate heightened regulatory scrutiny across tech and cross-border sectors. While deal processes have stretched to years due to valuation renegotiations, industry experts maintain cautious optimism that activity may normalize in the second half of the year once policy clarity emerges.

  13. Milken Institute1h 2m

    Investing in a Shifting Economic Climate: The Asia-Pacific Outlook | Global Conference 2025

    Sarah Williamson, Mohamed Albadr, David Elia, Kate Galvin, Vasyl Nair, Pandu Sjahrir, David Allier

    Global institutional investors from Mubadala, Host Plus, Victorian FMC, Danantara, and TeamSuper convened to discuss diverging portfolio strategies amid US political uncertainty and a strategic pivot toward Asia-Pacific growth. Key participants outlined shifts ranging from Mubadala's 25% target for Asia exposure and Danantara's $1 trillion consolidation to Victorian FMC's active hedging of dollar risk against geopolitical fragility. The panel ultimately advised maintaining multi-decade horizons while prioritizing valuation discipline and geographic diversification to navigate a market defined by sector rotation and enduring reserve currency dynamics.

  14. Milken Institute56 min

    Mindfulness as Medicine: A Path to Resilience and Inner Peace | Global Conference 2025

    Avanti Kumar-Singh, Mary Fisher, David Kessler, Hala Khouri, Big Sean

    Four experts including Mary Fisher, David Kessler, Hala Khoury, and Big Sean convened to redefine mindfulness as an active, embodied practice essential for healing, social justice, and connecting across generational divides. The panelists argued that isolation is a primary trauma, advocating instead for community-based holding and reframing conflict as a catalyst for growth to transform personal loss into collective resilience. Drawing on their respective experiences with the HIV crisis, the grief process, systemic inequality, and parental legacy, the speakers promoted specific grounding rituals and resources like Grief.com to support post-traumatic growth.

  15. Sourcery with Molly O'Shea1h 6m

    Inside the $750B+ Thiel Fellowship

    Thiel, Danielle Strachman, Molly O’Shea

    Launched in 2010 to challenge the necessity of traditional higher education, the Teal Fellowship provided unrestricted $100,000 grants to under-22-year-olds based on their ambition and ability to execute immediately rather than academic credentials. The program generated over $550 billion in value through its diverse cohort, featuring notable figures like Ethereum creator Vitalik Buterin, Figma founder Dylan Field, and Anthropic co-founder Chris Ola who leveraged the opportunity to pursue high-impact ventures outside the conventional corporate or academic paths. By validating a direct patronage model and popularizing the gap year, the initiative has influenced global youth funding strategies and paved the way for future funds like the 1517 Fund to support even younger deep-tech founders.