Latest Interviews
Showing 76–90 of 775 interview transcripts.
Clear all filtersThe AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard
Public is pivoting from mass-market democratization to a "Level Up" strategy targeting the top 25% of US wealth holders to capitalize on the coming $85 trillion great wealth transfer. Co-CEOs Nico and Yannick are deploying an AI-driven "agentic brokerage" model that generates custom investment indices and automates full-service financial advising to disrupt traditional incumbents. Operating with a unique transatlantic leadership structure and $400 million in funding, the firm aims to monetize assets through compounding fees rather than predatory lending while preparing for a future where AI fundamentally reshapes wealth management.
- Milken Institute57 min
Leaders in Asset Management | Global Conference 2025
Michael Milken, Jonathan Gray, Marc Rowan
Over three decades, Blackstone and Apollo have evolved from niche funds into $1.2 trillion powerhouses by pivoting to private credit and emerging markets to fill financing gaps left by constrained banks. These leaders are reshaping the global economy by targeting non-investment grade borrowers and capitalizing on growth in India, Southeast Asia, and the Middle East while leveraging long-term ownership to drive wages and human capital initiatives. Looking ahead, both firms aim to dominate the shifting landscape of active asset management and full-service capital solutions, utilizing adaptive cultures and specialized technology to generate excess returns as public markets increasingly index.
- a16z54 min
Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Katherine Boyle, Sarah Wang, Jesse Genet
Former Y Combinator founder Jessie utilizes a fleet of eleven autonomous agents built on the Open-Claw framework to simultaneously manage a homeschooling household for four young children and develop advanced technical products. By adopting a "benevolent neglect" parenting strategy and delegating daily tasks to specialized software agents running on isolated Mac Minis, she successfully reverses typical trade-offs between deep tech work and active family engagement. This operational model demonstrates how non-technical founders can achieve a Cambrian explosion in personal capability, potentially reshaping future domestic economics by making remote, AI-driven parenthood viable without traditional startup pressures.
Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”
Max Levchin, a first-rate technologist and founder of the public lending platform Affirm, outlines a vision to disrupt predatory credit practices by offering transparent, fee-disclosed loans that aim to capture a significant portion of the U.S. e-commerce market. Leveraging his background in computer science and entrepreneurship, Levchin argues that the collapse of software engineering barriers due to LLMs will render hidden fine-print models obsolete while driving a shift toward "agentic commerce" and higher consumer verification. He emphasizes that Affirm's success relies on a high-performance culture aligned with a clear mission, projecting the company will originate nearly $48 billion in loans this year while treating the stock market as a long-term weighing machine rather than a short-term voting mechanism.
- All-In Podcast1h 29m
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Brad Gerstner, Chamath, Jason, Friedberg, TheZachEffect, Zach
Anthropic halted the public release of its "Mythos" model after it autonomously identified thousands of critical vulnerabilities, prompting the launch of Project Glasswing, a coalition of forty major firms tasked with patching software flaws. This security breach triggered a heated debate among industry leaders regarding the genuine threat of AI-driven cyber warfare, the necessary government coordination to manage such risks, and the strategic pivot of Anthropic toward dominating the enterprise agent market. Amidst discussions of a temporary AI defense advantage and soaring revenue projections, experts also addressed broader geopolitical tensions and the evolving competitive landscape between frontier AI models.
- All-In Podcast1h 2m
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
Josh Shapiro, Trump, Jason, Chamath, Friedberg
Pennsylvania Governor Josh Shapiro combines a record of aggressive economic deregulation and tax cuts with a "zero tolerance" stance on fraud, resulting in the state's only growing Northeast economy and the lowest unemployment in thirty-two months. Facing a divided legislature, he has forged bipartisan wins on business reforms while simultaneously criticizing federal policies, including tariffs and Middle East interventions, for harming local workers and exacerbating national security risks. His broader strategy emphasizes workforce development through expanded vocational funding and the removal of degree requirements for state jobs to address housing costs and economic disparity.
- a16z58 min
Box CEO on the AI Adoption Gap | The a16z Show
Erik Torenberg, Steven Sinofsky, Martin Casado, Aaron Levie
Industry leaders predict that widespread enterprise AI adoption will lag behind Silicon Valley expectations due to deep domain complexities and a looming financial crisis where CFOs must allocate 14% to 30% of R&D revenue to volatile compute costs. As software architecture shifts toward agent interfaces that prioritize automated task execution over human interaction, a strategic divide is emerging between agile startups and risk-averse incumbents struggling to secure system integrity against autonomous integration. Consequently, the market is transitioning to granular usage-based models while preparing for a paradigm where agents act as primary selectors of software tools, forcing vendors to evolve beyond legacy interfaces to remain relevant.
- a16z1h 6m
Balaji Srinivasan on The Future of AI | The a16z Show
Balaji Srinivasan, Erik Torenberg
The speaker redefines human-AI collaboration by positioning humans as strategic leaders who direct specialized AI "actors," creating a trusted ecosystem where value shifts toward personalized, private instances and verification services. Parallel to this technological evolution, the discussion details a bifurcated future for digital currency in which Bitcoin serves as transparent institutional collateral while Zcash-powered tools like Zedal provide quantum-resistant privacy for individual transactions. Ultimately, the presentation argues that political constraints and resource scarcity will prevent centralized AI dominance, fostering a polytheistic landscape of decentralized models and democratized global entrepreneurship.
- All-In Podcast1h 9m
The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Shyam Sankar, Trae Stephens, Chamath, Jason, Friedberg, Sean Sankar
Sean Sankar of Palantir and Trey Stephens of Anduril discuss the critical erosion of the U.S. defense industrial base and the urgent need to re-industrialize manufacturing capacity to counter China's dominance in drone and shipbuilding. The dialogue outlines how startups like Anduril are challenging traditional defense monopsonies through private R&D models and modular software platforms, while emphasizing that ethical AI and efficient data aggregation are essential for modern national security. Ultimately, the speakers argue that failing to address these structural gaps and domestic social fractures risks a loss of American global power by 2040, necessitating a shift from rigid government procurement to flexible, consumable defense strategies.
- All-In Podcast1h 21m
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
SpaceX targets a historic $75 billion IPO to achieve a $1.75 trillion valuation while anticipating a future merger with Tesla that would create a $3.1 trillion global entity. The discussion frames this financial milestone against broader risks, including geopolitical instability in the Middle East that threatens global fertilizer supplies and quantum computing advances that could soon compromise current encryption standards. Additionally, the event explores accelerating AI adoption in corporate governance and logistics, alongside a crowded 2026 IPO pipeline featuring potential valuations for OpenAI and Anthropic.
How Roblox Turned Game Developers Into $1.3M+ Earners
Last year, Roblox generated $6.8 billion in bookings and facilitated $1.5 billion in creator earnings across 35 billion hours of usage, targeting a significant expansion of the global gaming market. The company distinguishes its platform as an immersive "human co-experience" supported by proprietary AI models and a "4D" physics architecture designed to lower development barriers and enhance real-time social interaction. Looking forward, leadership plans to leverage this unique data and technology to drive augmented reality integration while maintaining strict safety protocols and a culture that prioritizes on-site collaboration and metabolic health.
The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX)
Ben Miller, Benjamin Miller, Molly O'Shea
Fundrise's VCX fund has emerged as a novel public venture capital vehicle that democratized access to private tech assets by raising a $700 million valuation and attracting 100,000 investors. Within three days of its listing, the fund's shares appreciated to a $6.5 billion valuation, driven by a 193% weighted average growth in its portfolio which includes major holdings like Anthropic, Databricks, and OpenAI. By leveraging a direct network investing strategy and bypassing traditional fee structures, the fund positions itself as a primary capital bridge that challenges the collapsing IPO exit model while preparing for future expansion into larger check sizes.
- All-In Podcast1h 20m
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Chamath, Jason, Friedberg, Sacks
President Trump has appointed David Sacks and Michael Kratios to co-chair the President's Council of Advisors on Science and Technology, directing a 15-member body to accelerate industrial policy in semiconductors, biotech, and AI while countering China's scientific surge. This appointment coincides with significant market shifts where Anthropic's aggressive enterprise growth challenges OpenAI's declining consumer dominance, prompting Sacks to critique regulatory capture strategies and advocate for parental responsibility over product liability in social media harms. Together, these developments signal a strategic pivot toward aligning government advisory structures with private sector "builders" to manage the transition from scientific discovery to industrial deployment.
- a16z50 min
What Tesla and SpaceX Teach Founders About Building Hardware | a16z
Erin Price-Wright, Chandler Luzsicza, Turner Caldwell
Chandler Lujitsa, former lead propulsion engineer for SpaceX's Starship, and Turner Caldwell, who built a billion-dollar lithium refinery at Tesla, founded Galadai and Mariana Minerals respectively to apply aerospace and automotive efficiency to defense and critical mineral supply chains. Both founders have operationalized flat organizations, aggressive scheduling, and factory-style manufacturing to solve industry-specific bottlenecks, such as underproducing missile systems and lacking software coordination in mining. Their ventures are currently targeting rapid scale-up through vertical integration strategies, autonomous robotics adoption, and aggressive hiring pipelines designed to sustain high-velocity execution in capital-constrained environments.
Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office
Marc Andreessen, Ben Horowitz, Michel Del Buono, Molly O'Shea
Perennial, a multi-family office founded by Marc Andreessen and Ben Horowitz, serves a select group of principals and founders by employing professional investors rather than traditional service-oriented wealth managers. The firm addresses critical gaps in the wealth management industry, such as the misalignment of flat fee structures and the lack of tax optimization for high-tax jurisdictions, by offering customized asset allocation and in-house alternative investment teams. Through rigorous due diligence and strategic guidance on liquidity events like the potential SpaceX IPO, Perennial helps its clients navigate complex tax liabilities, diversify concentrated stock positions, and avoid the pitfalls of reinvesting directly into early-stage ventures without systematic analysis.