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  1. Milken Institute1h 4m

    AI: Hope, Hype, and Headwinds | Milken Institute Global Conference 2024

    David Faber, Ashton Kutcher, Clara Shih, Aravind Srinivas, Matt Wood

    A high-level convergence of global economic ambitions and technological transformation will define Los Angeles's trajectory as the city leverages upcoming international events and massive infrastructure investments to support its position as a premier innovation hub. This strategic expansion coincides with the rapid maturation of generative AI, where enterprises are transitioning from reactive content generation to autonomous agentic workflows that promise to automate up to 95% of knowledge worker tasks within three years. The resulting economic landscape hinges on the ability of organizations to secure private data assets and navigate complex safety debates while managing a workforce shift toward AI-augmented leadership.

  2. All-In Podcast1h 25m

    DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

    Trump, Chamath, Keith Gill, Roaring Kitty, Jason Calacanis, David Friedberg

    Hosts of the "All In" podcast sparked a debate with Vinod Khosla over accusations of elitism while warning that a hostile regulatory environment regarding antitrust, crypto, and M&A may drive Silicon Valley toward the GOP. The conversation also examined the Democratic Party's declining support among working-class voters, speculating on a potential replacement for President Biden and predicting a surge of tech figures pivoting to Trump. In market developments, the panel analyzed the surge in GameStop trading, proposed competition for the NYSE and Nasdaq through a new Texas Stock Exchange, and discussed a strategic Apple-OpenAI partnership to revitalize the iPhone upgrade cycle.

  3. 20VC with Harry Stebbings54 min

    Ashley Kelly: The Playbook to Start and Scale Your SDR Team | E1162

    Ashley Kelly, Harry Stebbings

    A comprehensive framework establishes Sales Development as a critical third pillar of go-to-market strategy, defining distinct organizational structures for inbound and outbound teams under Marketing and Sales leadership respectively. The model prescribes a 70/30 compensation split tied to qualified opportunities, aggressive four-month ramping quotas, and a rigorous hiring process that prioritizes resilience, coachability, and proven grit through targeted role-playing. By leveraging AI to automate administrative tasks while maintaining human-led personalization, the approach ensures rapid onboarding and clear internal promotion pathways that position Sales Development leadership for future executive status.

  4. Milken Institute1h 0m

    Levers of Change: Gun Violence Prevention and Solutions | Milken Institute Global Conference 2023

    Rich Ditizio, Chip Bergh, John Feinblatt, Priscilla Sims Brown, Mia Tretta

    A recent panel convened with industry leaders, survivors, and financial experts to address gun violence as the leading cause of death for U.S. youth and a $550 billion annual economic drain. The event highlighted a strategic shift where corporate entities like Levi Strauss and Dick's Sporting Goods leveraged their influence to secure the Safer Communities Act, while simultaneously advancing litigation and smart-gun technologies to bypass legislative gridlock. By uniting consumer activism, investor pressure, and survivor advocacy, the discussion urged immediate public engagement to enforce safety measures before further tragedies occur.

  5. Milken Institute1h 4m

    Gun Violence as a Public Health Crisis: An Update | Milken Institute Future of Health Summit 2022

    Elisabeth Rosenthal, Georges C. Benjamin, Kris Brown, Babak Sarani, Mallory Williams, Bob Axarani

    This panel discussion analyzes the surge of gun violence as the leading cause of death for U.S. youth and the healthcare trauma experienced by medical providers and communities. Experts detail how legislative victories like the Bipartisan Safer Communities Act are insufficient against systemic barriers, including a predatory firearm industry and Supreme Court rulings that undermine public safety measures. Looking forward, advocates hope to replicate the success of the anti-smoking movement by shifting social norms among younger generations and implementing multi-sector strategies that combine strict policy enforcement with public health interventions.

  6. 20VC with Harry Stebbings1h 3m

    Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161

    Aravind Srinivas, Harry Stebbings

    Aravind Srinivasan predicts an imminent shift toward iterative reasoning models that will replace flat subscriptions with pay-per-outcome pricing as raw compute returns diminish and the market consolidates into three or four dominant players. While large foundation models become commodities, companies like Perplexity are capitalizing by prioritizing data orchestration, user experience, and application-layer execution over raw training capabilities. This evolution positions AI as an indispensable assistant for verified knowledge and an integral part of the operating system rather than a standalone chat interface.

  7. Milken Institute51 min

    Latin America's Technological Renaissance: Leading the Global Digital Wave | Global Conference 2024

    Oscar Decotelli, Juan Jose Galnares, Florian Hagenbuch, Caroline Merin, Scott Sobel, Leonardo Vieira

    The event analyzes a $600 billion value gap in Latin America's technology sector while highlighting a valuation arbitrage where the region generates superior exits despite lower GDP representation compared to India. Leading figures from firms such as Canary, Valor Capital Group, and CLIP, alongside startup founders from Leona Health and Future Cow, discuss strategic shifts driven by nearshoring, AI application layer innovation, and a pivot toward early profitability. Speakers further detail how resilient local talent and proactive regulatory frameworks are dismantling legacy barriers in payments and healthcare to attract significant global capital.

  8. 20VC with Harry Stebbings1h 21m

    Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160

    Jason Lemkin, Harry Stebbings

    Following severe market cap losses for Salesforce and MongoDB, the SaaS sector is undergoing a structural shift characterized by valuation compression to 4-8x revenue multiples and a stagnation in M&A liquidity. As enterprise customers prioritize cost rationalization and substitute existing tools rather than expanding budgets, growth is bifurcating between vertical consumer-facing platforms like Canva and struggling "B2B2B" incumbents. With private equity write-downs rising and IPO exits nearly frozen, the industry is settling into a new normal where single-digit growth rates replace historical high-growth trajectories.

  9. 80,000 Hours1h 15m

    Andrés Jiménez Zorrilla on the Shrimp Welfare Project (2022)

    Andrés Jiménez Zorrilla, Rob Wiblin, Kieran Harris

    Founded in 2021 by Andres Jimenez-Sorria and Aaron, the Shrimp Welfare Project operates as a strategic consultancy in Vietnam and India to advocate for welfare reforms among the 400 billion farmed shrimp produced annually. The organization prioritizes a business-case approach, demonstrating that reducing overcrowding and eliminating practices like eye stalk ablation lowers mortality rates and increases farmer profitability without antagonizing the industry. With initial support from the Charity Entrepreneurship Incubation Program and the EA Animal Welfare Fund, the team is currently scaling its pilot programs to integrate welfare modules into global certification schemes while exploring legislative leverage in key markets.

  10. Sourcery with Molly O'Shea46 min

    Radiant CEO Doug Bernauer on Portable Nuclear Microreactors & the Future of Clean Energy

    Doug Bernauer, Molly O'Shea

    Radiant is advancing the development of a portable one-megawatt nuclear reactor designed to replace diesel generators in remote locations, backed by $60 million in venture funding and seven government contracts. Led by former SpaceX engineer Doug Bernauer, the company utilizes helium-cooled TRISO fuel and a factory-based manufacturing model to achieve mass production and eliminate on-site nuclear waste storage. With a first fuel test scheduled for 2026 to break a fifty-year hiatus on U.S. reactor designs, Radiant aims to deliver safe, off-grid power by 2025 through its partnership with the Nuclear Regulatory Commission.

  11. 20VC with Harry Stebbings57 min

    Matt Lerner: How to Hire Growth Leaders and Teams and Why in a World of AI | E1159

    Matt Lerner, Harry Stebbings, Adam Gross

    Matt argues that startups must overcome founder hubris by focusing on the single growth channel that drives 90% of results, prioritizing a "discovery" mindset over execution of playbooks to find the specific customer pain point the product solves. Effective growth strategies rely on hiring scientists with first-principles thinking rather than traditional marketers, utilizing deliberate onboarding friction to boost intent, and selecting North Star metrics that reflect actual value delivery instead of revenue. While AI raises the baseline for creative execution, the primary challenge remains identifying autonomous growth loops and timing the shift from broad experimentation to channel optimization once a viable "big swing" lever is validated.

  12. Milken Institute1h 0m

    China’s Investment Outlook: Optimism or Caution? | Milken Institute Global Conference 2024

    Susan Li, Shenglin Ben, Goodwin Gaw, Fred Hu, Weijian Shan, Lu Zhang, Kevin Rudd

    A panel of experts characterizes the current U.S.-China relationship as toxic and downward-spiraling, with Biden and Trump administrations jointly enforcing a hawkish stance that risks global recession if a Taiwan Strait conflict materializes. Despite these geopolitical tensions, investors are capitalizing on China's undervalued stock market and property sector corrections, leveraging the country's significant monetary policy space to support private sector confidence rather than direct stimulus. The discussion concludes that while a "China Plus One" strategy will persist for decades, the most effective path forward involves U.S. policymakers avoiding zero-sum thinking and recognizing that global technological advancement requires engagement with Chinese counterparts in sectors like AI and climate tech.

  13. 20VC with Harry Stebbings1h 16m

    Mike Schroepfer: Former Meta CTO on "Why The Best Leaders are Like Music Conductors" | E1158

    Mike Schroepfer, Harry Stebbings

    Former Facebook executive Sean Parker and Sequoia Capital partner Mike Moritz discussed the critical role of board dynamics in navigating the "game of inches" during high-stakes fundraising and operational scaling. Their conversation detailed a rigorous investment thesis for the climate tech sector, prioritizing commercial viability over environmental intent while identifying fusion energy as the key to unlocking a $10 trillion market opportunity. Finally, the speakers emphasized that sustainable leadership requires balancing strategic foresight with personal discipline to mitigate organizational inertia and drive long-term innovation.

  14. 20VC with Harry Stebbings1h 25m

    Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157

    Jason Lemkin, Harry Stebbings

    Seed investor Jason argues that the current market is systemically broken due to a scarcity of capital-efficient growth targets, necessitating a shift toward companies capable of tripling revenue annually. He identifies Salesloft, Pipedrive, and Logical as top historical returns, emphasizing that strict due diligence on CTO competence and financial transparency is critical to avoiding dilution and fraud. Ultimately, the presentation advocates for liquidating positions when founders depart and prioritizing "binary" CEO-CTO pairs over professional management to survive aggressive competition and valuation dislocations.

  15. 20VC with Harry Stebbings1h 0m

    Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155

    Aaron Levie, Harry Stebbings, Sarah Tavel

    The event analyzes the current AI boom as a decade-long architectural shift where incumbents and startups compete on equal footing while the foundation model layer consolidates into just one to three non-hyperscale survivors. It details a strategic pivot from chat interfaces to autonomous agents that function as workforce layers, creating opportunities for new companies in application-specific use cases that large players overlook due to their core business focus. Strategic leaders emphasize moving beyond experimentation to profitability-driven growth models, predicting that the next wave of value will be captured by firms leveraging AI for digital memory access and global scale rather than by those clinging to proprietary or on-premise infrastructure.