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  1. 20VC with Harry Stebbings1h 9m

    Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263

    Oscar Pierre, Harry Stebbings

    Founded by Oscar in 2015, Glovo pivoted from an errand service to a mass-market food delivery platform after securing critical funding from Rakuten's Miki Tani and surviving repeated cash crises through aggressive global expansion. The company achieved a €2.3 billion all-stock acquisition by Delivery Hero in December 2021, having reached €3 billion in revenue and finally turned profitable during its tenth year. Despite regulatory hostility in Spain and costly mistakes in markets like Brazil and Paris, Glovo established a dominant logistics network that now targets multi-category quick commerce across emerging and established economies.

  2. Milken Institute1h 1m

    Rewriting the Rules of Global Conservation | Global Conference 2024

    Justin Worland, Eron Bloomgarden, Iván Duque Márquez, Jennifer Morris, Wendy Schmidt

    The event convenes global leaders and financial experts to address the crisis of 70% global wildlife decline by examining the "30x30" pledge to protect land and oceans by 2030, highlighted by Colombia's successful expansion of protected areas. Through analysis of market mechanisms like carbon pricing, debt-for-nature swaps, and the LEAF Coalition, the discussion outlines strategies to mobilize the trillions of dollars required to transition from extraction to regenerative economic models. The proceedings emphasize that achieving these targets depends on integrating indigenous land rights, deploying technology for transparent data, and aligning political will with private capital to prevent the Amazon from reaching a critical tipping point.

  3. Milken Institute56 min

    AI's Ethical Frontier: Responsible Regulation...by Whom? | Global Conference 2024

    Jo Ling Kent, Rob Bonta, John B. Quinn, Rob Silvers, . will.i.am, Frankie Williams, Felicia

    Undersecretary Rob Silvers and California Attorney General Rob Bonta outlined a dual strategy of federal oversight and state-level enforcement to secure critical infrastructure and curb AI harms, including the creation of a new DHS safety board and active litigation against major tech firms. The discussion highlighted growing legal concerns regarding data sovereignty, child safety, and algorithmic manipulation, while advocating for a shift toward risk-based, EU-style regulations that reverse the burden of proof for AI-caused injuries. Despite skepticism about comprehensive federal privacy laws, the panel emphasized that California will likely lead regulatory development through diverse stakeholder inclusion and strict consumer protection measures.

  4. 20VC with Harry Stebbings1h 18m

    Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262

    Steeve Morin, Harry Stebbings

    Speaker ZML projects a near-term market correction where 95% of AI demand shifts to inference, rendering current NVIDIA hardware inefficient due to high memory transfer costs and inflated pricing. To overcome these bottlenecks, the industry will pivot toward hardware-agnostic architectures, compute-in-memory silicon, and specialized chips designed for low-latency reasoning rather than throughput. This transition promises to dismantle NVIDIA's dominance by enabling hyperscalers like Google and emerging competitors to deploy diverse, cost-effective solutions that prioritize reliability over aggregate compute power.

  5. Milken Institute53 min

    Africa's Youth is Using Technology to Solve Africa's Most Pressing Problems | Global Conference 2024

    Dan Keeler, Ramadan Ameen, Maya Horgan Famodu, Yolanda Mabuto, Walter Pacheco, Fred Swaniker

    A panel of industry leaders and investors analyzed Africa's transformative potential, driven by a young, mobile-connected population and surging venture capital flows that have facilitated significant fintech exits and the scaling of global talent pipelines. Discussions highlighted strategic shifts toward execution over intellectual property protection, the democratization of capital through digital asset tokenization, and the deployment of AI and drone technology to revolutionize healthcare infrastructure in nations like Rwanda. Experts concluded that bridging the skills gap through grassroots technical education and exporting digital labor are critical to unlocking economic sovereignty and ensuring sustainable growth for the continent's projected workforce.

  6. 20VC with Harry Stebbings46 min

    Adarsh Hiremath @ Mercor: The Fastest Growing Startup in Silicon Valley | E1261

    Adarsh Hiremath, Harry Stebbings

    Mercor recently secured a $100 million Series B funding round led by Felicis, establishing a $2 billion valuation while reporting $50 million in ARR and 100% net retention. The San Francisco-based platform, founded by Adarsh, Surya, and Brendan, leverages an AI interviewer to manage a global labor market where human data fuels specialized model training. With a strategic focus on network effects and long-term growth over rapid liquidity, the company aims to unify talent matching across industries including software, law, and medicine.

  7. Milken Institute1h 0m

    Powering the Future: Energy Storage, Delivery, and a Modern Grid | Global Conference 2024

    Gregory Zuckerman, Donnel Baird, Nardos Bekele-Thomas, Pedro Pizarro, Andrew Ponec, Karen Wayland

    A pivotal panel discussion highlighted the accelerating global transition toward a modernized power grid driven by surging demand from AI, manufacturing repatriation, and electrification. Key figures outlined massive investment requirements, including a $370 billion California requirement and a $1.3 trillion need for African energy modernization, alongside technological shifts toward thermal batteries, extended nuclear lifespans, and SMRs. Experts concluded that overcoming regulatory bottlenecks and reforming market rules are essential to aligning infrastructure development with the urgent goals of decarbonization and grid resilience.

  8. Dwarkesh Patel1h 17m

    Satya Nadella — Microsoft’s AGI plan & quantum breakthrough

    Satya Nadella, Dwarkesh

    Satya Nadella outlined Microsoft's strategic convergence of AI, quantum computing, and mixed reality, defining artificial general intelligence success by a 10% global economic growth target rather than benchmark metrics. He detailed the imminent 2025 "transistor moment" for quantum hardware with the Majorana 1 chip and projected AI revenue expansion to $130 billion by 2027, while forecasting a fragmented market where enterprise demand prevents single-vendor monopolies. Emphasizing a shift from chat interfaces to managing swarms of autonomous agents, Nadella highlighted that overcoming change management bottlenecks and establishing state-level regulatory frameworks will be critical to unlocking productivity gains across healthcare, education, and material science.

  9. Y Combinator49 min

    How AI Is Changing Enterprise

    Aaron Levie, Gary, Jared, Harj, Diana, Mark Mandelmann, Mark Mirchandani, Mark Mandalini, David Eastman, Melanie Warrick

    Industry leaders assert that sustainable AI startups must evolve into software companies delivering proprietary business logic rather than relying on simple model wrappers, a shift driven by the economic reality that intelligence is becoming commoditized. This transition is fueled by Jevons Paradox, which predicts that lower costs will expand the total addressable market by enabling enterprises to automate previously unaffordable workflows while shifting pricing models toward usage-based structures. Consequently, Fortune 500 organizations are rapidly adopting AI-native strategies focused on core intellectual property, leveraging agentic workflows to reinvest efficiency gains into growth rather than workforce reduction.

  10. Milken Institute1h 3m

    Data-Driven Solutions to Advance the American Dream | Global Conference 2024

    Rachel Goslins, Raj Chetty, Jon Clifton, Brian Hooks, Poppy MacDonald, John

    Hosted by Rachel Goslins of the Milken Center, this panel featured experts Raj Chetty, Poppy Gentry, Brian Sheth, and John Pollack to analyze the decline in American economic mobility using large-scale data from tax records, government sources, and social networks. The discussion highlighted a sharp drop in intergenerational wealth transfer since the 1940s and exposed how geographic variance, low social capital, and gaps in wealth measurement contribute to the widening prosperity gap. By integrating public perception surveys with "customer-first" philanthropy models, the session concluded that improving mobility requires redefining the American Dream to prioritize freedom and opportunity while leveraging private financial data to guide targeted policy interventions.

  11. Sequoia Capital1h 0m

    AI, Security and the New World Order ft. Palo Alto Networks’s Nikesh Arora

    Nikesh Arora, Sonya Huang, Pat Grady, Jim Goetz

    Nikesh Arora outlines a shifting AI landscape where falling development costs enable specialized models while warning that premature agency requires rigorous "AI firewalls" to mitigate real-time cyber threats and hallucinations. He details Palo Alto Networks' strategy of acquiring only category leaders under strict co-authorship agreements, a tactic designed to preserve agility amidst a predicted five-year battle between autonomous agents. Additionally, Arora forecasts a regulatory bifurcation for critical infrastructure alongside a market split between enterprise-grade specialized systems and consumer-focused general-purpose AI.

  12. 20VC with Harry Stebbings1h 26m

    Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260

    Jonathan Ross, Harry Stebbings

    Grok CEO Jonathan details a strategy where the company generates $1.5 billion in revenue by utilizing specialized LPU architectures to deliver inference services at five times lower costs than NVIDIA while scaling from 640 to over 40,000 chips. The organization prioritizes geometric capability gains through synthetic data and maintains a lean 300-person team to bypass memory bottlenecks and secure power deals with Saudi entities. This approach positions Grok to capitalize on an impending data center power oversupply while aiming to revolutionize longevity and solve complex alignment challenges within a decade.

  13. Milken Institute1h 4m

    Genes, Galaxies, & Discoveries: Engineering New Advances in Modern Science | Global Conference 2024

    Susan Karlin, Steve Altemus, Cara Altimus, Josh Denny, Reed Jobs, Kathryn North, Sue Carlin, Cara Ultimates

    A panel of experts analyzes a global paradigm shift where isolated research initiatives evolve into collaborative "moonshot" projects driven by commercial space markets and large-scale biomedical data sharing. Key figures discuss how fixed-price government contracts and risk-tolerant philanthropy have catalyzed private sector innovation in lunar economies, while the "All of Us" program and GA4GH work to standardize diverse genomic data for precision medicine. Looking forward, these converging sectors aim to reduce sequencing costs to $100, expand gene therapies to complex diseases, and implement "learning health systems" that integrate real-time data into clinical practice.

  14. 20VC with Harry Stebbings1h 21m

    Solly Solomou, Founder & CEO @ LADbible Group: From Penniless Shop Offices to Public Company | E1259

    Solly Solomou, Harry Stebbings

    Founder of Lab Bible built a media empire with minimal initial capital by prioritizing profitability and strategic acquisitions, eventually taking the company public on the London Stock Exchange to raise £120 million. The business now commands over 500 million global followers through verticals like Unilad and Betches, while expanding into social commerce and artificial intelligence to dominate the digital entertainment sector. Facing challenges from rapid scaling and a shifting market from traditional media, the organization maintains a culture focused on momentum and direct communication as it considers a future US dual listing.

  15. Sourcery with Molly O'Shea1h 2m

    How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring

    Packy McCormick, Molly O'Shea

    Not Bored Capital has successfully grown its Assets Under Management to $50M by pivoting from pure software bets to a "vertically integrated" strategy that combines hardware and software infrastructure. The firm employs a "barbell" portfolio approach heavily weighting toward companies like Base and Earth AI while utilizing deep-dive journalism as its primary due diligence method to evaluate founder expertise. This media-meets-venture model, anchored by the 239,000-strong "Not Boring" newsletter, allows the firm to identify efficiency gains in AI and nuclear sectors while bypassing traditional confirmation bias found in standard accelerator programs.