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  1. All-In Podcast1h 28m

    Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC

    Trump, Keith Rabois, Jacob Helberg, Jason, Friedberg, TheZachEffect, Ferguson, Khan, Benedictevans, Chamath Palihapitiya

    Hosts Keith Raboy, Jason Calacanis, and Chamath Palihapitiya analyze the appointment of Jacob Sachs as a top economic advisor, arguing that wealthy entrepreneurs will deploy "founder mode" thinking to dismantle bureaucratic inefficiencies and export US economic philosophy. The discussion contrasts this political shift with major technological milestones, including Google's Willow quantum breakthrough that threatens RSA encryption and Apple's strategic internalization of AI infrastructure amid concerns over organizational decay. Concurrently, the panel evaluates the bipartisan mandate for TikTok's divestment to mitigate national security threats, alongside a recovering venture capital market driven by optimism for AI, crypto regulation, and tariff-based industrial policies.

  2. 20VC with Harry Stebbings1h 14m

    Guillaume Moubeche, lempire Founder: Bootsrapping to $30M ARR Through Content & Brand | E1238

    Guillaume Moubeche, Harry Stebbings

    Guillaume Poillon bootstrapped Lemlist into a five-product B2B suite called Empire, projecting $29 million in annual recurring revenue and $10 million in EBITDA after pivoting away from venture capital. The company achieved exponential growth by relying on a "dogfooding" sales strategy and a content-first engine that shifted its acquisition mix from entirely outbound to 70% inbound, ultimately reaching a $13 million ARR plateau before optimizing for retention through product simplification and high-compensation hiring. Beyond financial metrics, Poillon details his transition from a hands-on CEO to Chairman, emphasizing his philosophy on mental discipline derived from physical endurance, the critical role of paying customers over design partners, and his strategic regrets regarding missed Bitcoin investments and societal polarization.

  3. Milken Institute54 min

    Global Cities in a New Light | Middle East and Africa Summit 2024

    Natasha Turak, Eric Garcetti, Goodwin Gaw, Nikhil Goel, Yasseen Mansour

    Speakers from Archer Aviation, global city leaders, and real estate investors discussed strategies to overcome urban congestion through electric air taxis, high-density housing reforms, and sustainable infrastructure projects like Badia in Egypt. Key figures highlighted the critical need to balance ambitious greenfield experiments such as NEOM with practical financial viability, while advocating for regulatory pathways that bypass entrenched NIMBYism. The dialogue concluded with a consensus that successful future cities require integrated planning combining vertical mixed-income development, autonomous transport corridors, and organic growth models to ensure long-term livability and economic sustainability.

  4. 20VC with Harry Stebbings1h 17m

    Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237

    Torsten Reil, Harry Stebbings

    Helsing, a defense technology firm founded by Torsten Reil and two co-founders, predicts imminent conflicts in Ukraine and Taiwan while warning that traditional defense primes face obsolescence due to the rising cost-inefficiency of legacy systems against autonomous drone swarms. The company distinguishes itself through an elite talent density strategy and a software-first hardware approach, having secured €100 million in funding to develop scalable strike platforms like the HX2 drone. By advocating for mandatory budget allocations for new defense companies and emphasizing European technological sovereignty, Helsing aims to disrupt the market by shifting procurement from boutique innovation grants to multi-year programs of record.

  5. Sequoia Capital52 min

    Cracking the Code on Offensive Security With AI ft XBOW CEO and GitHub Copilot Creator Oege de Moor

    Oege de Moor, Konstantine Buhler, Sonya Huang

    Former Oxford professor and GitHub Copilot creator Uge Demore's company Expo deploys an autonomous AI system to automate offensive security testing, achieving an 85% success rate on proprietary benchmarks while matching top human penetration testers in 28 minutes instead of 40 hours. The platform continuously identifies critical vulnerabilities in major financial institutions and replaces traditional $18,000 manual tests with a scalable, subscription-based service designed to outpace AI-assisted cyber threats. Operating on a foundation of proprietary training data and strict cloud-based guardrails, Expo aims to transform web security standards by making continuous, automated offensive testing accessible to organizations of all sizes.

  6. Jane Street1h 3m

    Horace He: Building Machine Learning Systems for a Trillion Trillion Floating Point Operations

    Horace He

    Meta compiler engineer Horace He analyzes the dramatic consolidation of AI infrastructure, noting that modern model training now requires massive power resources and billions in capital to achieve state-of-the-art performance. He details how the industry has transitioned from simple imperative execution to complex compiler strategies like FlexAttention and `torch.compile`, which are essential for managing the critical balance between GPU compute and memory movement. Ultimately, He argues that the primary challenge in this field is shifting focus from pure optimization to designing robust programming models that allow developers to reliably express complex performance trade-offs in large-scale distributed systems.

  7. All-In Podcast1h 24m

    New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

    Gavin Baker, Joe Lonsdale, Paul Atkins, Gary Gensler, Michael Saylor, Jason Calacanis, David Friedberg

    The administration has appointed David Sacks to lead AI and crypto policy while installing Paul Atkins as SEC Chair to replace the previous adversarial regulatory era with a framework designed to foster innovation. Officials aim to achieve 4-5% GDP growth by dismantling federal bureaucracy and resolving the U.S. electricity capacity deficit through aggressive nuclear energy deployment to compete with China. Concurrently, the discussion highlights a pivotal shift in AI infrastructure with the successful scaling of Elon Musk's Colossus supercomputer and the transformative impact of AI tools on software development productivity.

  8. 20VC with Harry Stebbings1h 14m

    Zachary Bookman: Why Valuations and Fundraising are BS | E1235

    Zachary Bookman, Harry Stebbings

    In February 2024, OpenGov completed a $1.8 billion acquisition by Cox Enterprises, a deal that allowed founder Zach Perut to retain majority control while exiting existing investors. The transaction highlighted the company's decade-long pivot from a low-value government software model to a high-revenue, enterprise-grade platform characterized by near-perfect gross retention and a strategy of acquiring niche verticals to build a comprehensive suite. Perut leveraged this exit to demonstrate a philosophy prioritizing capital discipline and long-term durability over explosive VC-backed growth, effectively transitioning the business from a struggle for survival into a sustainable, multi-product annuity.

  9. Milken Institute1h 14m

    Navigating a Changing Global Economy | Middle East and Africa Summit 2024

    Laura Deal Lacey, Michael Milken, His Royal Highness Prince Turki Al Faisal Al Saud, Makhtar Diop, Mohamed Mansour, Alan Schwartz, Prince Turki Al Faisal Al Saud

    Held in Abu Dhabi in December 2024, the 6th Annual Middle East and Africa Summit convened global leaders from the Milken Institute, the International Finance Corporation, and the Mansour Group to mobilize capital toward healthcare, economic development, and environmental sustainability. The event highlighted a strategic pivot where emerging markets are transforming from passive capital providers into technology hubs capable of bridging the gap between the aging Global North and Africa's young, growing workforce. Participants addressed critical investment barriers such as regulatory uncertainty and currency mismatches by proposing blended finance models and de-risking strategies to unlock trillions of dollars in private and philanthropic resources.

  10. Sequoia Capital48 min

    How YouTube Was Created ft. Founder Steve Chen

    Steve Chen, Roelof Botha, Chad Hurley, Jawed Karim, Zahavah Levine, Colin Corbett, Yu Pan, Rolf Wurter

    Founded in 2005 by former PayPal employees Steve Chen, Chad Hurley, and Javed Karim, YouTube pivoted from a failed dating site to a global video-sharing platform driven by organic network effects and strategic infrastructure scaling. Facing existential copyright threats from media giants like Universal Music Group, the startup secured its survival through a rapid $1.65 billion acquisition by Google in 2006, which provided the necessary legal resources and infrastructure to implement the revenue-generating Content ID system. Under the long-term leadership of CEO Susan Wojcicki, the platform evolved into a cultural pillar serving 2.5 billion monthly users while establishing the economic framework for the modern creator economy.

  11. 20VC with Harry Stebbings1h 1m

    George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234

    George Arison, Harry Stebbings

    Under CEO George, Grindr has pivoted from a casual dating app to a high-efficiency social network, reporting $300 million in revenue with fewer than 150 staff members and zero marketing acquisition costs. The company is actively expanding its "super app" capabilities through features like "Right Now" and new verticals in travel and healthcare while reclassifying its ad revenue model to bypass platform fees. Future growth strategies focus on increasing subscription penetration, leveraging AI for specific user experiences, and paying down debt to achieve a target EBITDA leverage ratio before pursuing external capital returns.

  12. 80,000 Hours1h 1m

    Marcus Davis on founding and leading Rethink Priorities

    Marcus Davis, Rob Wiblin, Kieran Harris

    Rethink Priorities has rapidly expanded from ten to over fifty staff members, operating as a fully remote research entity that splits leadership between Peter Waterford and co-CEO Marcus Davis to manage long-termism alongside animal welfare and global health initiatives. The organization now executes a high-volume consultancy portfolio for major funders like Open Philanthropy, generating documented impacts such as influencing millions in farm animal funding and launching new charities while addressing critical data gaps in wild welfare. To sustain this trajectory and fund upcoming inquiries into interspecies moral weight, RP seeks an additional $3 million in annual support to scale its survey teams and avoid rejecting commissioned work.

  13. Milken Institute1h 1m

    Decoding Disease: Can Genetics Unlock New Interventions? | Future of Health Summit 2024

    Conor Hale, Colleen Campbell, Lon Cardon, Bernard Kwabi-Addo, Benjamin Neale

    Experts highlight that while genomic knowledge has expanded to 12,000 identified variants, translating these discoveries into clinical care remains hindered by insurance barriers, provider literacy gaps, and biased data representation. To overcome these bottlenecks, the field is increasingly leveraging artificial intelligence for tumor heterogeneity analysis and shifting toward deconstructing common diseases into rare, monogenic subsets for targeted therapies. With sequencing costs dropping to roughly $200, stakeholders anticipate widespread population screening programs and systematic variant analysis across human diseases becoming feasible within the next decade.

  14. 20VC with Harry Stebbings46 min

    Nik Storonsky, Revolut Founder: What Revolut Needs to Do to Hit $100BN Valuation | E1233

    Nik Storonsky, Harry Stebbings

    Revolut CEO Nikolay Storonsky drives a strict, KPI-led leadership framework that prioritizes rapid execution and self-directed generalists, resulting in a firing rate for underperformers within the first three months. The company plans to scale its US banking operations and expand to 50 markets within three years by leveraging a UK licensing prerequisite while launching a machine learning-driven investment arm called Quantum Light. Looking ahead, Revolut aims to become the first European startup to dominate the US market by focusing on binary goal achievement and launching a private banking product for high-net-worth individuals.

  15. Milken Institute53 min

    Health Care of the Future | Future of Health Summit 2024

    Michael Milken, Alex Azar, Buddy Carter, Diana DeGette, Renee Wegrzyn

    The event detailed how ARPA-H and legislative initiatives like "Cures 2.0" are addressing systemic healthcare challenges by funding high-risk biomedical innovations and ensuring pharmaceutical independence. Key figures including Rep. Diana DeGette and Rep. Chris Carter highlighted strategies to reform Medicare Advantage payment models and repatriate drug manufacturing to counter supply chain vulnerabilities. The panel concluded with a call for increased federal investment in translational science and a broader call for business leaders to enter government to sustain the pace of medical breakthroughs.