Latest Interviews
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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.
- InstituteofTrading48 min
Sector Rotation Has Flipped the Script | At The Desk Ep.1
Capital is rotating out of speculative AI data center stocks into defensive sectors as the Federal Reserve signals potential rate hikes amid cooling inflation and a divergence between crypto assets and equities. Mega-cap tech firms like Nvidia and Broadcom saw share price declines despite record revenues due to guidance missing elevated expectations, while hyperscalers face scrutiny over massive capital expenditure projections and diminishing profit margins. Consequently, investors are shifting toward diversified long-short strategies and non-tech industries as concerns mount regarding the long-term unit economics of unprofitable AI enterprises.
- Stanford Online58 min
Stanford CS153 Frontier Systems | Amit Jain from Luma AI on Unified Intelligence Systems
Founded by former Apple engineer Amit, Luma has secured $1.5 billion in funding to pivot from 3D capture to unified intelligence systems that integrate text, vision, and physics reasoning. This architectural shift, validated by Dream Machine's six million users, enables enterprise deployments for high-stakes production while employing strict data isolation to prevent sensitive content from entering public training loops. By replacing disparate model towers with a single transformer backbone, the company positions itself to outpace competitors in scaling multi-modal data and redefining creative workflows through automated iteration.
- a16z48 min
AI Markets: Deep Dive with a16z's David George
A leading investment firm projects the AI product cycle as a decade-long growth engine that is accelerating revenue across all quartiles while driving hyperscalers toward $5 trillion in cumulative CapEx by 2030. This thesis is supported by operational shifts where AI-native companies achieve superior revenue per employee and faster adoption rates, alongside portfolio successes in sectors ranging from legal tech to healthcare that validate high-utility models. Despite concerns regarding supply constraints and changing valuation metrics, the analysis concludes that current market dynamics are underpinned by genuine earnings growth rather than speculative froth, with profitability and successful change management identified as the primary drivers of future market leadership.
- a16z1h 4m
The Biggest Bottlenecks For AI: Energy & Cooling
Jen Kha, David George, Monique, Catherine Boyle, Leslie
A leading investment firm details a strategy capitalizing on the shift of high-growth tech opportunities into the private market and the massive AI infrastructure build-out driven by giants like Google and Microsoft. The firm targets investments in high-momentum AI companies and top-tier research teams while anticipating energy constraints and a shift toward agent-based workflows that could disrupt traditional enterprise software. With a focus on long private tenures and granular monetization, the portfolio aims to capture value from a market projected to exceed the combined scale of the mobile and cloud cycles over the next decade.
- All-In Podcast1h 23m
E159: The Bestie Awards! Recapping the best and worst of 2023
Jason, Rudy Giuliani, Chamath Palihapitiya, David Sacks
The 2023 Bestie Awards convened by Chamath Palihapitiya, David Sacks, and Jacob Freedberg identified Donald Trump and Saudi Arabia as the primary political winners while labeling the "woke" business strategy and the Federal Reserve's unconventional tactics as major risks. In the corporate and scientific sectors, Elon Musk and the "Magnificent Seven" dominated as business victors, whereas venture capital firms and companies relying on social activism faced significant losses amidst breakthroughs in CRISPR and open-source AI. The panel concluded with forward-looking predictions that a 2024 economic soft landing remains plausible, though they warned of potential market volatility, a third-party electoral surge, and rising global instability.
- a16z45 min
a16z Podcast: Best Clips of 2022
Marc Andreessen, Balaji Srinivasan, Neal Stephenson, Karen Cheng, Steve Wozniak, Dr. Moriba Jah, Alex Fielding, Chris Power, Ryan Petersen
Experts including Mark Andreessen, Balaji Srinivasan, and Neal Stephenson debate the societal impact of digital transformation, drawing historical parallels between technology regulation and 19th-century fears while arguing that mass internet immersion requires new national identities and functional metaverse solutions independent of AR hardware. Leaders from the space and manufacturing sectors, such as Steve Wozniak and Chris Power, warn of critical fragilities in advanced supply chains and orbital governance that threaten national security and economic stability without immediate legislative and logistical reforms. Concurrently, innovators like Karen Chang and Ryan Peterson analyze how artificial intelligence is democratizing creative expression and how e-commerce demands have fundamentally reshaped logistics to prioritize real-time consumer access over traditional freight efficiency.
- Goldman Sachs1h 23m
Watch Live: 2020 Goldman Sachs Gives Analyst Impact Fund Finals
Eric Lane, Julian Salisbury, David Solomon, Stephen Scher, John Rogers, Asahi Pompei, Anne Black, Mabel, Abe, Olu, Anna Skoglund, Chris Johnson, Kim Posnett, Priyanka Pasi, Gauri, Mina Flynn, Jennifer Yume, Matthew, Av, Anshul Sugabi, Ruchand, Prashant, Khalil Razi, Carlos, Earl Hunt, Sarah Condon, Laura, Kia Williams, Arthur, Carrie Halio, Bridget Martinez, Alistair
The 2020 Analyst Impact Fund Finals engaged 733 Goldman Sachs analysts to evaluate non-profit proposals addressing critical global challenges like healthcare, climate change, and equity through a hybrid virtual and in-person format. Six finalist teams pitched their organizations, with Serum winning the $250,000 first-prize grant and an additional $25,000 "fan favorite" award, while Black Girl Ventures and CHaN secured second and third place respectively. This fifth annual competition has facilitated over $2.1 million in total grants to 69 nonprofits since its inception, serving as a key mechanism for junior talent to drive philanthropic impact and cross-office collaboration.
- Milken Institute1h 2m
In Search for a Cure: Are We Nearing a Treatment for COVID-19?
Esther Kofa, Meg Terrell, Dr. Tony Fauci, Albert Bourla
The Milken Institute Summer Series concluded by analyzing the U.S. resurgence of COVID-19 infections and the global development of nearly 250 treatment compounds, featuring critical insights from Dr. Anthony Fauci and Pfizer CEO Dr. Albert Bourla. Dr. Fauci warned of severe fall surges driven by behavioral shifts while outlining a vaccine timeline with Phase III trials expected to begin in July, whereas Dr. Bourla detailed Pfizer's autonomous mRNA strategy aiming for safety and efficacy data by September. As the organization prepares its 23rd Global Conference for a likely online format in October, these discussions underscored the urgent need for robust public health protocols alongside rapid medical solutions.
- Milken Institute59 min
Retirement Security in the Wake of COVID-19 - Conference Call Series
Paul Irving, Marcie Frost, Michael Milken, Penny Pennington, Michelle Seitz
The Milken Institute convened financial leaders to analyze the dual threats of the pandemic and a projected $150 billion rise in the U.S. retirement savings deficit. Experts from Edward Jones, CalPERS, and Russell Investments highlighted the critical need to shift from generic index targets to personalized strategies that address longevity risk and the aging demographic's healthcare costs. Participants agreed that mitigating the crisis requires structural adjustments to retirement age, diversified Social Security portfolios, and the widespread adoption of automated savings mechanisms for gig workers.
- Goldman Sachs57 min
The State of the Real Estate Market
Sharmin Mossavar-Rahmani, Alan Kava, Roy March, Ralph Rosenberg, Sharmeen Mosavaramani
On April 24, 2020, Goldman Sachs, KKR, and Eastdale executives analyzed a global real estate market defined by record cap rate spreads, an 80% drop in private transaction volumes, and divergent sector performance driven by the COVID-19 pandemic. While hospitality and retail faced existential threats from plummeting occupancy and accelerating structural decline, industrial and life science sectors demonstrated resilience through e-commerce growth and near-perfect rent collections. Industry leaders anticipate a prolonged recovery period where well-capitalized banks may stabilize the market, yet a sharp bifurcation remains between distressed "have-to" sellers and liquidity-rich investors poised to acquire depressed assets.
- Goldman Sachs1h 2m
An Update on Therapies and Vaccines
Sharmin Mossavar-Rahmani, Dr. Richard Hatchett, Esther Krofah, Dr. Paul Stoffels
On April 14, 2020, Goldman Sachs CIO Wealth Management hosted Sharmin Mosavar-Rahmani for the eighth iteration of a COVID-19 series discussing the epidemiological landscape of nearly 2 million infections and 110,000 fatalities. Experts outlined a pipeline where effective therapies are expected within four to six months while vaccines leveraging platforms from CEPI and Johnson & Johnson may require 12 to 18 months, with potential emergency use by the first quarter of 2021. The call further detailed critical challenges regarding antibody test accuracy, the certainty of a second wave, and the necessity for aggressive surveillance and testing infrastructure to facilitate any safe economic reopening.
- Goldman Sachs53 min
The CARES Act and its Impact on the US Economic Outlook
Sharmin Mossavar-Rahmani, Alec Phillips, Jan Hatzius, William G. Gale, Sharmeen Mosavar-Rahmani, Bill Gale
On March 31, 2020, Goldman Sachs hosted a client call featuring Chief Economist Jan Hatzius and external fiscal experts to analyze the CARES Act and downgrade the 2020 U.S. economic outlook to a record contraction. The discussion detailed the legislation's targeted relief components, including expanded unemployment benefits, direct stimulus checks, and $46 billion in aid for the airline industry, alongside projections that Q2 GDP will fall approximately 10% with net debt-to-GDP rising above 100%. Despite these severe short-term headwinds, experts concluded that low interest rates and the Federal Reserve's potential $4.5 trillion lending capacity would likely prevent a sovereign debt crisis.
- Goldman Sachs58 min
An Update on the Economic and Public Health Implications of Coronavirus for Europe
Sharmin Mossavar-Rahmani, Dr. David Heymann, Sven Jari Stehn, Silvia Ardagna, Peter Oppenheimer, Sharmeen Mosavar-Rahmani
Hosted by Goldman Sachs on March 26, 2020, a panel of infectious disease experts and economists analyzed the severe impact of the coronavirus on Europe, highlighting Italy's high mortality due to demographic factors and early hospital overload while noting a potential 9% GDP contraction in the Euro area by year-end. In response to the crisis, European central banks and governments deployed unprecedented monetary and fiscal measures, including unlimited asset purchases and corporate loan guarantees, though fragmentation within the Eurozone contrasted with more coordinated US actions. Despite the deepening economic downturn, equity strategists noted that market valuations have reached historic lows, projecting a high probability of double-digit returns over the subsequent 24 months as earnings decline stabilizes.
- Goldman Sachs1h 22m
A Coronavirus Update with Leading Health Experts and Business Leaders
Sharmin Mossavar-Rahmani, Dr. Thomas Schinecker, Steve Rusckowski, Dr. Leonard Schleifer, Stéphane Bancel, Pablo Tebas, Peter Slavin, Dr. Barry Bloom, Sharmeen Mosavar-Rahmani
Hosted by Goldman Sachs on March 20, 2020, industry leaders including Regeneron's Dr. Leonard Schleifer, Moderna's Stefan Bancel, and Quest Diagnostics executives detailed rapid advancements in diagnostic scaling, therapeutic trials, and vaccine development. The panel highlighted that while testing capacity is projected to meet demand within weeks, critical bottlenecks in PPE and supply chains persist, prompting urgent calls for Defense Production Act mobilization to protect healthcare workers. Simultaneously, experts outlined aggressive timelines for Moderna's mRNA vaccine reaching healthcare workers by late 2020 and emphasized that sustainable economic recovery relies on serologic testing and strict social distancing to prevent a predicted second wave.