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  1. Milken Institute47 min

    Future of Global Asset Platforms: Scaling, Strategy, & Stewardship | Middle East & Africa Summit

    Nour Amache, Jonathan Goldstein, Dana Settle, David Steinbach, Guy Weldon

    Representatives from Bridgepoint Group, Heinz, Greycraft, and Kean International discussed strategies for scaling multi-product platforms while maintaining cultural identity and operational agility in a consolidating market. The panelists highlighted how leveraging AI for data-driven sourcing, vertical integration for deal flow, and decentralized governance models allows firms to navigate structural shifts from beta to alpha generation. Key outcomes included predictions of rising demand for compute infrastructure, a pivot toward private wealth allocation, and the critical role of transparency in sustaining long-term investor relationships amidst macroeconomic uncertainty.

  2. Jane Street1h 23m

    Bryan Cantrill: Andreessen’s Folly - The False Dichotomy of Software and Hardware

    Bryan Cantrill, Andreessen, Alan Kay, Jonathan Gruber, Trevor Johnsen, Tred Wansell, Jermaine

    Speaker critiques Marc Andreessen's "Software Eating the World" thesis as a false dichotomy while detailing Oxide Computer Company's hardware-software co-design strategy to reclaim stack control. By abandoning proprietary layers like UEFI and Baseboard Management Controllers in favor of custom operating systems and holistic integration with AMD silicon, the company addresses systemic reliability failures that plague commoditized reference designs. This approach has already resolved complex hardware-software interaction bugs and positions the firm to pursue open-source firmware and transparent accelerator partnerships to eliminate vendor lock-in in future data center infrastructure.

  3. Milken Institute59 min

    Digital Assets at the Crossroads: From Promise to Permanence | Middle East & Africa Summit 2025

    Michael Piwowar, Adeeb Ahamed, Yoni Assia, Yuval Rooz, Joanne Strain, Adib Ahmed

    Geopolitical fragmentation is driving a shift toward sovereign regional payment ecosystems while AI integration and configurable privacy protocols like the Canton Network address critical interoperability challenges. Simultaneously, legal frameworks in jurisdictions such as the UAE and UK are classifying digital assets as a distinct form of property, enabling the tokenization of trillions of dollars in traditional illiquid assets onto blockchain rails. This regulatory evolution, paired with the rise of stablecoins as primary treasury instruments, is forcing traditional capital markets to adopt 24/7 trading models and modernize legacy infrastructure to meet the demands of a crypto-native generation.

  4. Milken Institute51 min

    Innovation in Artificial Intelligence and Manufacturing | Middle East & Africa Summit 2025

    Hunny Bhagchandani, Kaushik Burman, Frans Cronje, Songo Didiza, Guy Diedrich, Mostafa El-Ghorab, Kweilin Ellingrud, John Kamara, Francis Kariuki, Ayaan Mohamed, Editha Mshiu, Emily Musil, Nneile Nkholise, Derick Nwumfor Chunga, Michael Milken

    Launched in 2021, the Milken-Mozzeppe Innovation Prize's fourth "AI and Manufacturing" track selected ten semi-finalists from over 12,000 global applicants to compete for a $1 million grand prize at the May 2026 Milken Institute Global Conference. A panel of industry experts evaluated these contenders based on commercial viability and technological depth, with five companies including Digitech Oasis and Blee Glee Management Company advancing to the final round while all ten recipients received $50,000 seed awards. Strategic commentary from leaders such as Michael Milken underscored the program's role in catalyzing local African manufacturing, creating youth jobs, and disintermediating global industries through AI-driven innovation.

  5. All-In Podcast1h 6m

    Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

    Dr. Mehmet Oz, Dr. Oz, Chamath, Jason, Friedberg

    Dr. Mehmet Oz's summary outlines a Trump administration strategy to overhaul U.S. healthcare by bypassing legislative gridlock through administrative rulemaking and leveraging AI to boost clinical efficiency while enforcing strict fraud detection. Central to this approach is a radical reduction in drug costs via direct negotiations with manufacturers like Novo Nordisk and Eli Lilly, alongside a $50 billion rural transformation fund deploying telemedicine and autonomous technology. The administration projects these measures will eliminate billions in waste, stabilize Medicare sustainability, and fundamentally reshape the system by prioritizing subject-matter expertise over traditional political staffing.

  6. Milken Institute45 min

    Real Estate in a Repriced World | Middle East & Africa Summit 2025

    Caitlin MacLean, Ian Livingstone, Yasseen Mansour, Sue Nickason, Yassine

    This event analyzed divergent real estate trajectories across key jurisdictions, highlighting the UAE's rise as a tax-efficient migration hub while detailing how Egyptian developers are countering inflation through premium branding and mixed-use revenue streams. Attendees examined strategic adaptations to global volatility, including Panama's fast-track privatization laws, Cayman Islands' self-sufficient infrastructure models, and the specific risks of surging data center debt and hospitality distress in the US. The discussion concluded that long-term success now requires rigorous due diligence on climate resilience and legal stability to navigate a market where speculative gains have given way to sustainable, experience-driven asset management.

  7. a16z1h 10m

    The AI Opportunity that goes beyond Models

    Alex Rampell, Jen Kha, David Haber, Anish Acharya, Ari, Nick Kopp, Seema, Mark Andrusco, Joe Schmidt, Olivia, Kimberly, Gabe, Brian, Andy, Ben

    The current AI era, driven by global smartphone adoption and the 2017 Transformer breakthrough, is enabling software companies to generate $100 million in revenue within two years while displacing human labor through specialized applications. Forward-thinking firms capitalize on this shift by establishing proprietary data moats and evolving from per-seat pricing models to outcome-based strategies that solve specific "labor replacement" needs. Concurrently, investors like Andreessen horowitz are prioritizing high-conviction deals in vertical roll-ups and "AI-native" ecosystems to secure defensible systems of record rather than temporary feature differentiation.

  8. All-In Podcast1h 30m

    Supercharging a New FDA: Marty Makary on Science, Power & Patients

    Marty Makary, Friedberg, Chamath, Jason, Dave

    FDA Commissioner Marty McCary has implemented 42 major reforms within his first 10 months to accelerate drug approvals, reduce clinical trial timelines, and restore public trust by ending paternalistic mandates. The agency is reshaping its workforce, shifting research priorities toward environmental and microbiome factors, and challenging China's biotech dominance by streamlining U.S. regulatory infrastructure and adopting AI-driven decision tools. These aggressive changes include converting pivotal trial requirements, eliminating unnecessary animal studies, and reforming food and vaccine policies to lower costs and address chronic disease roots.

  9. Milken Institute1h 1m

    How African Sovereign Wealth Funds Are Accelerating Investments | Middle East & Africa Summit 2025

    British Robinson, Badr Drissi, Alain Ebobissé, James Mwangi, Aminu Umar-Sadiq, Samaila Zubairu

    A consortium of African sovereign wealth funds, development finance institutions, and commercial banks is mobilizing over $1.8 trillion in domestic savings to pivot from passive asset holding toward active industrialization and value-added exports. By leveraging de-risking mechanisms such as bond wrappers, public-private partnerships, and green energy integration, these entities are launching critical infrastructure projects in copper processing, aluminum smelting, and cross-border power transmission across the continent. This strategic shift aims to attract global capital by transforming underutilized mineral reserves into finished goods while addressing energy gaps and fostering a digital economy to support long-term economic growth.

  10. Milken Institute46 min

    The Power of Youth Culture in Shaping Brands| Middle East & Africa Summit 2025

    Michelle Stevenson, Sandro Baggiani, Vinay Menda, Brieane Olson, Hayfa Sdiri, Jessica Sibley

    A diverse panel of industry leaders from Golden Goose, Time Magazine, PacSun, and Blank Street outlined strategies to engage Gen Z and Gen Alpha by treating youth culture as layered, region-specific demographics rather than a monolith. Participants highlighted actionable tactics such as PacSun's Youth Advisory Board, Golden Goose's co-creation model, and the integration of AI to analyze sentiment and archive content for global reach. These insights emphasize that long-term brand health and pricing power depend on authentic co-ownership, sustainability initiatives, and adapting to shifting behaviors like declining alcohol consumption and rising social commerce in key markets like the MENA region.

  11. Jane Street1h 0m

    Arjun Guha: How Language Models Model Programming Languages & How Programmers Model Language Models

    Arjun Guha

    Arjun Guha presents a comprehensive analysis of large language models in programming, highlighting how traditional benchmarks are saturating while new methods like multi-PLE and language-agnostic transforms reveal significant performance gaps in low-resource languages such as OCaml. Through mechanistic interpretability techniques like activation steering, the talk demonstrates that internal model vectors can effectively correct type prediction errors and switch target languages without retraining, exposing shared representations across diverse syntaxes. These technical insights are contextualized by human studies showing that student success in prompting models hinges on providing specific semantic clues rather than syntactic fixes, while industry data reveals a surge in AI co-authorship alongside complex debates regarding actual productivity gains.

  12. Milken Institute1h 2m

    Global Overview: Innovation, Partnerships, and Growth | Middle East & Africa Summit 2025

    Hadley Gamble, His Excellency Jasem Al Budaiwi, Her Excellency Mariam bint Mohammed AlMheiri, Yasseen Mansour, Michael Milken, Yassine Mansour, Jasem Al Budaiwi, Mariam bint Mohammed AlMheiri

    The 46th GCC Summit united regional leaders to prioritize collective defense following recent security threats while accelerating economic diversification, evidenced by non-oil GDP reaching 76% and the UAE becoming the global top destination for millionaires. Strategic investments totaling $150 billion target Africa's demographic growth and energy sectors, complemented by a joint AI strategy designed to transform government services and healthcare across the region. Positioned as a neutral mediator in global affairs, the bloc combines regulatory stability with massive infrastructure projects to attract capital flows and challenge traditional economic centers like Europe and the United States.

  13. All-In Podcast1h 0m

    Live Poker Match!: The Besties Vs. Phil Hellmuth, Alan Keating, and Jason Koon

    Phil Hellmuth, Alan Keating, Jason Koon, Chamath, Friedberg, Molly Bloom

    Hosted at The Venetian in Las Vegas, the inaugural "All-In Bestie Invitational Tournament" featured high-stakes professionals Chamath Palihapitiya, Jason Kuhn, and Phil Hellmuth competing in a chaotic, five-minute turbo format. Alan Keating dominated the rapid blind structures to eliminate Hellmuth first and secure victory in the high-variance event. The gathering also served as a catalyst for industry reform discussions, with participants advocating for experience-based poker models and honoring legends like Stu Ungar while socializing with guests such as Molly Bloom.

  14. Milken Institute1h 23m

    Leading the Next Era of Health | Future of Health Summit 2025

    Bertha Coombs, Joe Daly, Jeremy David, Shane Jacobson, Sarah London, Baligh Yehia, Esther Krofa

    Hosted by the Milken Institute in Washington, the 2025 Future of Health Summit convened over 200 speakers to address urgent systemic challenges including rising costs, stagnant life expectancy, and a 10-point decline in public trust. The event highlighted critical interventions such as Dr. Jill Biden's new Women's Health Network, Centene's food-as-medicine data initiatives, and Jefferson Health's AI-driven physician support programs, while launching nine strategic publications on biomedical research. Key participants navigated complex tensions regarding AI's role in workflows, the need for new financing models for expensive therapies, and the precarious status of Affordable Care Act tax credits, ultimately urging leaders to leverage micro-level patient-clinician trust for future reform.

  15. a16z59 min

    The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm

    Marc Andreessen, Ben Horowitz, Margit Wennmachers

    Former a16z marketing leader Margaret Wynne Mockers and partner Mark Andreessen recount how the firm disrupted the venture capital industry by aggressively branding individual leaders and publishing foundational essays like "Software is Eating the World" to invert traditional secrecy. This strategy, which faced early friction from limited partners and established VCs, replaced the passive "sushi boat" model with a content-driven platform approach that treats capital as a partner in company building. The discussion concludes that future venture success depends on leaders evolving from scripted executives into authentic public figures capable of navigating a media landscape where AI-generated genericism threatens influence.