Latest Interviews
Showing 91–105 of 3,487 transcripts.
Clear all filters- All-In Podcast1h 12m
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Rahm Emanuel, Trump, Jason, Friedberg, Clinton, Obama, Chamath, David
Former White House Chief of Staff Emanuel outlines a comprehensive strategy addressing U.S. geopolitical stagnation, economic unsustainability, and domestic inequality through the formation of a unified Indo-Pacific economic block and aggressive immigration reform. He critiques current fiscal policies as fundamentally broken, proposing specific measures such as a three-year degree model, a minimum wage increase, and a tax code shift from wealth preservation to creation to combat rising deficits. The discussion further emphasizes the urgent need to modernize the education system and reassert American leadership by isolating China's economic aggression while strengthening alliances with Japan, the EU, and Latin American partners.
- a16z51 min
Garry Tan: New Rules for Founders
The speaker analyzes a trajectory from early career missteps in the mobile era to a new paradigm where AI agents enable single founders to scale companies to $15 million ARR with teams of just two or three humans. By replacing mid-level management with programmable agents and codified processes, the event outlines a shift toward organizational designs that bypass human cognitive limits and traditional bureaucratic bottlenecks. Finally, the presentation connects these technological shifts to civic engagement, arguing that localized community action and the adoption of "AI-native" workflows are essential for rebuilding institutional trust and achieving scalable growth.
- Y Combinator58 min
Chelsea Finn: This is the State of the Art in Robotics
Physical Intelligence has advanced its PI-07 foundation model to achieve general-purpose physical AI capable of zero-shot generalization across diverse appliances and robots without task-specific retraining. By integrating multi-timescale memory and optimized reinforcement learning strategies, the organization significantly improves task throughput and reliability for complex manipulation scenarios like kitchen workflows. Currently deployed by YC-backed companies for real-world applications, these models represent a shift toward "out-of-the-box" generalist agents that can operate autonomously in unstructured environments.
- Milken Institute54 min
Banks, Private Credit, and the Future of Risk | Global Conference 2026
Erik Schatzker, Vivek Bantwal, Molly Duffy, Jeffrey Gundlach, Kristofer Kraus, Brad Rogoff, Paul
A panel of financial experts convened to assess that while direct lending poses no immediate systemic threat comparable to the 2008 crisis, significant risks remain due to loosened underwriting standards, high leverage in enterprise software, and critical liquidity mismatches in semi-liquid funds. The discussion highlighted how valuation opacity and rising refinancing costs ahead of the 2028–2029 maturity wall are eroding investor trust, particularly among retail participants facing redemption gates. Despite these structural fractures and a potential recessionary spike in defaults, institutional capital continues to view the volatility as an opportunity to deploy funds at wider spreads while awaiting a market correction driven by credit dispersion rather than a total collapse.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
OpenRouter operates as a unified gateway to over 700 AI models, securing a $1.5 billion valuation while aiming to prevent market monopolization through a neutral routing infrastructure. The company recently faced a rumored $10 billion acquisition offer and continues to expand its enterprise offerings by implementing dynamic pricing strategies and "Bring Your Own Key" incentives. Strategically, OpenRouter targets the supply-constrained future of AI by promoting model neurodiversity and preparing for a multi-model ecosystem where specialized providers compete on efficiency.
- Milken Institute54 min
Modernizing Military Power | Global Conference 2026
Colin Demarest, Julie Bush, Dave DeWalt, Dino Mavrookas, Chris Power
A pivotal panel explored a massive surge in defense technology investment, projecting capital to reach $100 billion by 2026 as funds shift from software to hardware and industrial "neo-prime" entities consolidate the market. Participants detailed how a Trump-era budget blueprint and shifting Pentagon procurement culture are accelerating the adoption of commercial AI and dual-use technologies while addressing critical labor bottlenecks through de-skilled manufacturing and rapid workforce training. Looking toward 2026, the discussion highlighted an irreversible strategic pivot toward sovereign reindustrialization, characterized by aggressive shipbuilding initiatives, quantum-ready cybersecurity, and a projected wave of industry-wide mergers driven by the failure of past globalization strategies.
- Y Combinator1h 24m
Why Robotics Still Isn't Solved - But Could Be Soon | YC Paper Club
Francois Chaubard, Marcel Torne, Milan Ganai, Tyler Ga Wei Lum, Niko West, Bill Jiao, Guanming Wang, Shyam Gollakota
Recent industry presentations address critical scaling barriers in robotics, including Sim-to-Real gaps, deformable object handling, and the lack of sensory feedback by introducing specialized architectures like Multi-Scale Embodied Memory and self-supervised Chain of Thought frameworks. Concurrently, a strategic shift toward "Robotics Application Companies" emphasizes proprietary data collection and teleoperation over generalist models, while new World Action Model optimizations reduce inference latency to enable real-time physical AI deployment. These technical and business advancements collectively aim to transition robotics from isolated demos to mass-market, long-horizon task execution.
- All-In Podcast1h 15m
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Brad Gerstner, Chamath, Jason, friedberg
Google underwent significant leadership turmoil with Demis Hassabis promoted to Chair while Jeff Dean and other executives departed to launch Discovery Loop, prompting a $200 billion market cap decline and a strategic pivot toward compute infrastructure over frontier model development. Simultaneously, SpaceX reported massive capital expenditure growth driven by AI data centers, yet faced investor skepticism as its valuation retreated from peak levels despite strong revenue expansion in its Starlink and compute rental divisions. The broader market structure is increasingly bifurcating into a high-value frontier duopoly dominated by Anthropic and OpenAI, while legacy SaaS firms like Airtable struggle with valuation compression and private equity acquisition models.
- Y Combinator57 min
Max Hodak: Average Is Not Good Enough
Max Hodak, CEO of deep-tech startup Science, details the company's solar-powered retinal prosthesis that successfully enabled a patient to read a 300-page novel following major clinical trials. The discussion outlines Science's operational strategy, which includes the proprietary Helix purchasing platform to accelerate hardware procurement and an Eigenreviews performance system utilizing eigenvector centrality for continuous employee evaluation. Hodak further argues that success in brain-computer interfaces relies on high-speed iteration, mission-driven leadership, and building custom internal tools rather than relying on generic enterprise software.
- Y Combinator56 min
How To Design In The Agent Era
Led by Stephen Haney, Paper is an AI-native design platform currently ranking as the third most-used tool behind Figma and Sketch, utilizing a native HTML and CSS rendering engine to facilitate precise agent collaboration. The application distinguishes itself by treating code as the single source of truth, offering features like direct React component handoff and an MCP server that allows autonomous agents to manipulate local repositories and design canvases. While the team prioritizes human curation to maintain design quality against common AI aesthetic pitfalls, the platform is rapidly evolving into a visual coordination layer for the broader agent ecosystem by integrating tools like Paper Shaders and multi-model image generation.
- Milken Institute45 min
AI Infrastructure at Scale: Financing the Power-Constrained Grid | Global Conference 2026
Brian Sullivan, Lucy Heintz, Douglas Kimmelman, Karl Kuchel, Rajit Nanda, Michael Zeltkevic, Doug Kimmel, Carl Cuscelli, Lucy Hines
Projected to approach one trillion dollars in global capital expenditures, the AI energy transition is being driven by hyperscalers utilizing long-term power purchase agreements to de-risk infrastructure financing amid rising electricity costs. As the industry shifts from a focus on speed to market to speed to power, data center locations are increasingly dictated by the immediate availability of reliable energy and data sovereignty constraints, with nations like Saudi Arabia positioning themselves as strategic inference hubs. While supply chain advantages and government permitting acceleration are accelerating deployment, the sector faces significant consolidation risks and financing hurdles for unproven storage technologies as the race for compute capacity intensifies.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
Leo Aschenbrenner, Nikesh Arora, Jason Lemkin, Rory O'Driscoll, Harry Stebbings
Bending Spoons acquired Airtable for $1.285 billion at a significant discount to its peak valuation, while Procore purchased DroneDeploy for $900 million to aggressively expand into physical-world construction AI. Concurrently, hedge fund manager Leo Ashenbrenner suffered a catastrophic capital wipeout due to high-leverage Forex strategies, even as Anthropic demonstrated that AI agents can bypass traditional cybersecurity defenses in seconds. These financial and security shifts underscore a broader market transformation where compute scarcity and energy constraints drive infrastructure investment, and enterprise success increasingly depends on proprietary data context rather than base model intelligence.
- a16z46 min
How Open Source Became AI's Backbone | Inferact with a16z
Elena Burger, Matt Bornstein, Simon Mo
VLLM serves as a critical inference engine for over half a million GPUs, bridging the gap between research and production by collaborating with hardware vendors and model labs to ensure day-zero compatibility for over 1,000 architectures. The platform addresses the industry's shift toward open-weight models by providing granular control over performance tiers, data retention, and guardrails that proprietary APIs often restrict. Looking forward, VLLM advocates for an ecosystem where open and frontier models become indistinguishable in capability, with infrastructure innovation focusing on optimization speed and algorithmic efficiency rather than mere data sourcing.
- 1h 20m
2027年3月期 第1四半期 決算説明会 アーカイブ動画（2026年8月6日開催）ソフトバンクグループ株式会社
Goto, Kimiwata, Mark Agni, Jason Child, Suga, Murai, Miyajima, MJ, Kimura, Yagi, Araoka
SoftBank Group reported a record Net Asset Value of 72.3 trillion yen for Q1 Fiscal 2027 while aggressively advancing AI infrastructure through new 5GW French facilities and 10GW US projects. The company executed a $20 billion investment tranche in OpenAI and achieved record financial results for its ARM Holdings subsidiary, which is launching specialized AI chips despite supply constraints. CEO Masayoshi Son reinforced his leadership tenure and dismissed bubble concerns, highlighting a strategic focus on opportunistic capital deployment across robotics, payments, and semiconductors.
- Milken Institute55 min
The Tech Supercycle: Where Capital Meets Innovation | Global Conference 2026
Daniel Koffmann, Marlene Garayzar, Scott Sobel, Francis Suarez, André Vellozo, Marlena Górezar, Andre Veoso
Scott Sobel of Valor Capital Group and Marlena Górezar of Story analyze the Latin American venture landscape, highlighting a rebound in investment driven by deep talent pools and resilient fintech unicorns that achieve profitability through proprietary AI models. Former Miami Mayor Francis Suarez and Andre Veoso of Drumwave discuss how physical safety, regulatory deregulation like Brazil's Pix system, and renewable energy infrastructure are establishing the region as a secure hub for reverse innovation and AI sovereignty. Together, the speakers illustrate a strategic pivot toward capital efficiency and data ownership, positioning Latin American firms to capitalize on valuation arbitrage as they expand globally.