Latest Interviews
Showing 121–135 of 497 transcripts.
Clear all filters- All-In Podcast19 min
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
ARK Capital projects a near-future US GDP acceleration to 7% driven by the convergence of five innovation platforms, a trajectory that investor Cathie Wood attributes to both technological deflation and the Trump administration's tax policies. The firm forecasts a significant market broadening away from the "Mag 6" toward disruptive sectors like autonomous mobility and multi-omic healthcare, with a targeted 40–50% compound annual return for innovation equities over the next five years. Supporting this thesis, ARK maintains a bullish $2,600 price target for Tesla and a valuation model suggesting Bitcoin could reach $3.8 million, while advocating for regulatory reforms to expand private market access to retail investors.
- Goldman Sachs8 min
Can the Rally Continue?
Ashok Varadhan maintains a constructive outlook on U.S. equities, projecting a policy interest rate normalization near 3% within the year and a market consolidation in the fourth quarter before a 2026 resumption. While advising investors to remain long and hedge downside risks through cheaply priced puts during a low-volatility environment, he identifies a structural shift away from fiat currencies into assets like Bitcoin and AI-driven stocks as a response to fiscal expansion. This strategy navigates potential Q4 risks from a government shutdown that delays critical economic data, ensuring the portfolio capitalizes on the enduring technological investment cycle while accounting for tariff absorption and crowded consensus positions.
- The Economist13 min
Has science finally cracked the secret to invisibility?
Alok Jha, Professor Sir John Pendry, John Pendry
Physics professor John Pendry introduced metamaterials as geometrically engineered structures capable of manipulating light paths to achieve the effects described in his "invisibility cloak" concept. This theoretical framework, initially named by Pendry's wife to aid a 2005 DARPA presentation, faced early skepticism before David Smith's team at Duke University successfully constructed a functional prototype for radar waves. The field has since evolved from resolving debates over negative refraction to experimental recreations of conditions existing near black holes.
- Y Combinator13 min
This Startup Is Trying To Delete 29% Of All CO2 Emissions
Remora has launched a solid-pellet based carbon capture system that reduces CO2 emissions by up to 90% in hard-to-electrify diesel trucks and freight trains, converting the captured gas into beverage-grade CO2 for commercial reuse. Backed by $117 million in venture capital, the Detroit-based company is vertically integrating its manufacturing to deploy modular retrofits to major partners like Ryder and Union Pacific while testing the technology on a repurposed locomotive. Co-founders Paul Gross and Christina Reynolds aim to scale this point-source solution to capture one billion tons of carbon annually by overcoming the logistical challenges of retrofitting diverse vehicle fleets.
- Goldman Sachs18 min
The Future of Software Engineering: Cognition’s Russell Kaplan
Cognition, founded by former Olympiad medalists and now valued at $4 billion, is advancing software engineering by deploying Devin, an autonomous AI agent capable of executing end-to-end development tasks. The company differentiates itself through a dual-product strategy combining Devin for independent execution with the recently acquired Windsurf IDE for human-in-the-loop collaboration, targeting enterprise integration into proprietary codebases. While AI capabilities in coding are projected to double every seven months, Cognition aims to elevate Devin to senior engineer status within a year, though future growth is anticipated to be constrained by energy availability rather than data scarcity.
- The Economist7 min
Mark Carney on dealing with Donald Trump
Mark Carney, Donald Trump, Zanny Minton Beddoes, Prime Minister Carney, Sani
Prime Minister Carney attributes Canada's recent economic stagnation to persistent tariff uncertainty while characterizing U.S. trade policy as a coercive "mafioso" strategy driven by President Trump. In response to this geopolitical rupture, Ottawa is pivoting toward strategic sovereignty by bolstering Arctic defense and cultivating a "variable geometry" of trade alliances to reduce reliance on the American market. This dual approach acknowledges a permanent shift toward high-tariff U.S. protectionism, compelling Canada to prioritize self-sufficiency and diversify global partnerships beyond traditional transatlantic frameworks.
- RAISE Summit18 min
A fireside Chat with Paddy Srinivasan, CEO of DigitalOcean ft. Semafor
DigitalOcean CEO Patti and Reid Hoffman discuss the platform's role in serving 3 million developers by providing specialized AI infrastructure for both native startups and traditional firms integrating large language models. The conversation highlights critical global bottlenecks, including power constraints necessitating nuclear energy and a talent war driving new hiring protocols for AI automation engineers. Hoffmann forecasts a massive economic expansion where AI increases the technology sector's share of global GDP to 25% within a decade, alongside a predicted dispersion of value beyond current market leaders.
- RAISE Summit17 min
A fireside Chat with Ramin Hasani, Co-Founder & CEO of Liquid AI ft. Robert Cahill (Enhance Venture)
Liquid AI, an MIT spin-off founded by Ramin Hassani, is deploying a unique full-stack foundation model platform that utilizes biologically inspired Liquid Neural Networks to run generative AI directly on edge devices. This architecture achieves linear scaling rather than the quadratic costs of standard Transformers, enabling powerful on-device intelligence in resource-constrained hardware like smartphones and satellites without relying on data centers. Positioned as a specialized "gatekeeper" alongside massive cloud-based Oracles, the Boston-based company targets a projected $1 trillion on-device AI market by 2035 with applications spanning consumer electronics, automotive, and aerospace sectors.
- RAISE Summit20 min
SQORUS & Oracle: How AI is transforming step by step our industries. Use cases by ONET
Cyril Grira, Geoffrey, Gaurit Champenois, Romain Guyettremotier
Oracle, Skorus, and ONET Airport Services unveiled a comprehensive digital transformation at a 40th-anniversary celebration that leverages Oracle Cloud Infrastructure to reduce annual baggage losses by 25%. Led by Cyril Grira of Oracle, Geoffrey of Skorus, and ONET CIO Guillaume de Montessu, the project utilizes Autonomous Database 23ai, AI-powered vision services, and generative AI to shift operations from rigid timing-based SLAs to value-driven, real-time decision-making. Future initiatives plan to advance this system toward autonomous mission assignment and augmented reality interfaces to further optimize ground service productivity across Charles de Gaulle and other major hubs.
- RAISE Summit20 min
A Fireside Chat with Luc Julia, Renault & Matthieu de Chanville, Shift for Good
Luc Julia, Matthieu de Chanville
Luc Beaulieu, Renault's Chief Scientific Officer, highlights the critical lag between century-old automakers and agile startups regarding AI adoption, noting that legacy software cycles remain incompatible with the rapid hardware refresh rates required for software-defined vehicles. While dismissing the feasibility of Level 5 autonomy and humanoids, Beaulieu champions specialized "physical AI," geo-fenced Level 4 robot taxis, and virtual sensor technologies to enhance manufacturing efficiency and reduce environmental impacts. These insights are further reinforced by the "Software Republic" consortium, which includes Renault and Thales, as it advances a vision where artificial intelligence serves as a specialized tool to augment human capability rather than replace it.
- RAISE Summit18 min
An AI conversation with Prashanth Chandrasekar, CEO of Stack OverFlow
Prashanth Chandrasekar, Henry Shi, Prashant
Stack Overflow has pivoted from a traditional Q&A hub into a revenue-generating knowledge intelligence layer by licensing its data to major AI providers like Google and Microsoft while launching enterprise solutions for corporate workflows. This strategic shift addresses a 64% year-over-year traffic decline caused by user migration to AI search, transforming trust deficits among senior developers into a premium verification service rather than a code-generation competitor. Despite risks to junior developer roles, the company remains profitable and is expanding its talent pipeline through certification challenges and asynchronous human-to-human chat features.
- RAISE Summit18 min
Eric Piscini (Hashgraph) & Jonathan Dotan (EQTY Lab): Proof of Trust Rethinking AI ft. DLTBlockchain
Equity Lab and its partner Hedera are deploying a hardware-rooted system that leverages next-generation Intel and NVIDIA secure enclaves to generate tamper-proof certificates for AI agents, addressing the critical trust barrier identified by business leaders. This architecture delivers a 400,000x performance improvement in cryptographic proof generation while recording immutable audit trails on the Hedera blockchain to ensure compliance with global regulations like GDPR. Following a successful pilot with 11 Accenture agents, the technology positions itself as an essential infrastructure for the projected trillions of autonomous agents expected to dominate future web traffic and enterprise supply chains.
- RAISE Summit18 min
Aurélien Rodriguez, Director at Cohere: Building AI for Security-Minded Enterprises
In this session, a former Meta AI researcher now directing foundation model training at Cohere explains how the company prioritizes secure, grounded generation over pursuing Artificial General Intelligence. The discussion highlights a strategic shift toward on-premise deployment and retrieval-augmented pipelines that ensure data remains within client environments while minimizing hallucinations through strict source verification. By leveraging co-development partnerships with entities like Fujitsu and RBC, the organization focuses on specialized, high-value tools that deliver concrete business impact in regulated sectors without mimicking human biology.
- All-In Podcast12 min
The Next Bubble Is Already Here - Chamath Palihapitiya
Chamath Palihapitiya, Jason, Friedberg, Nick
Speakers warn that the private equity sector, having grown to $5 trillion through artificial borrowing, faces a structural collapse driven by mismanagement and stagnant distributions as capital migrates toward a new bubble in private credit. To address the dysfunction of traditional IPOs and flawed SPAC structures, the Raptor 2 initiative has secured backing from 98.7% of blue-chip institutional investors to introduce a transparent, performance-aligned model for high-growth companies. Future iterations, Raptor 3, propose a "pre-baked IPO" using pure common stock to eliminate conversion risk and ensure fair pricing for public shareholders.
- The Economist11 min
Has Mars revealed a new clue about life on its surface?
Dr Katie Stack Morgan, Alok Jha
NASA's Perseverance rover recently identified distinct mineral patterns in Mars' "Chiava Falls" outcrop that the science team voted to classify as potential biosignatures, marking the closest any agency has come to detecting ancient life. While these findings strongly suggest a biological origin due to their specific chemical arrangement, the rover's limitations require the samples to be returned to Earth for definitive analysis. This critical next step relies on the Mars Sample Return program, which currently faces budgetary uncertainty even as scientists describe the discovery as a historic scientific milestone.