Latest Interviews
Showing 1–15 of 1,030 transcripts.
Clear all filtersIMEC Says Today’s AI Will Look Ancient in 10 Years
Steven Latré, Adam Chambers, Molly O’Shea
As the semiconductor industry confronts the physical limits of Moore's Law, a strategic pivot toward inventive hardware architectures and photonics is reshaping AI infrastructure to overcome critical bottlenecks in memory scarcity and thermal management. Leading research from entities like IMEC and market shifts driven by hyperscalers signal a transition from brute-force model scaling to specialized components that prioritize energy efficiency and data transfer speed. Consequently, the sector is undergoing a hardware-first renaissance where success depends on manufacturing capacity and the integration of copackaged optics rather than traditional parameter expansion.
- Goldman Sachs17 min
Daniel Nadler on Building an AI-Powered Search Engine for Medicine
Founded by Dr. Daniel Nadler, Open Evidence functions as an AI-powered "MRI of medical knowledge" that aligns physicians with current clinical standards by reducing the 17-year gap between research and practice to mere hours. Backed by Google and formalized partnerships with the New England Journal of Medicine and NCCN, the platform utilizes licensed, full-text data to eliminate information overload and hallucinations inherent in general large language models. This technology currently processes 1.5 million verified queries to standardize care across complex specialties like oncology, with a long-term strategic goal of eliminating medical error as a leading cause of death.
How Deel Scaled From $100M to $1B+ ARR in 3 Years
Shuo Wang, Alex Bouaziz, Molly O'Shea
Founder Shuo and CEO Alex have scaled Deal, a global payroll and HR platform operating in 160 countries, to a $17.3 billion valuation and $1.5 billion in annual recurring revenue. The company distinguishes itself through a remote-first sales culture spanning 120 countries, the processing of 8 billion operational data points, and a strategic focus on serving major enterprises like Chanel and 11 Labs. Shuo emphasizes that founders must prioritize sales discipline and global scalability from day one, drawing inspiration from innovators like James Dyson and Jeff Bezos to drive the platform's rapid growth.
- Bank of America18 min
Global Rates & FX Views: Rates and inflation
Ralf Preusser, Mark Capleton, Evelyn Herrmann, Stephen Juneau, Meghan Swiber, Evelyn Hammond, Stephen Juno, Peggy Zweiber
BIA Global Research forecasts Eurozone headline inflation to rise to 3.9% in September while projecting a moderate December rate hike by the ECB, contingent on energy prices remaining elevated. In the United States, the firm anticipates a methodological revision will lower the PCE rate, yet underlying inflation remains persistently 50 basis points above the Fed's target, sustaining a high probability for an October rate increase. To capitalize on these divergent outlooks, BIA advocates for a long position in forward-starting real-yield curve flatteners and long-dated 10-year to 20-year inflation swaps due to perceived market over-optimism regarding future inflation containment.
- Goldman Sachs12 min
The Bond Market May Be the Stock Market's Biggest Risk
Tony Pasquariello, Chris Hussey
Goldman Sachs economists led by Tony Pasquarello analyze a unique macro environment where aggressive Fed rate hikes collide with a $1.3 trillion AI investment surge and a $2 trillion fiscal deficit. This dual impulse is sustaining robust economic growth despite decelerating corporate earnings and rising bond yields, which Pasquarello identifies as the primary risk to equity valuations. Consequently, institutional strategies are shifting toward defensive bond positioning while favoring specific trades in Japanese domestic indices and anticipating significant market volatility ahead of the upcoming Non-Farm Payrolls report.
- Milken Institute13 min
Conversation with Deborah Orida, President & CEO of PSP Investments | Global Dialogues Toronto 2026
Co-organized by Devorita, Jonathan Gray, John Graham, and Mark Weisman, this summit mobilized international investors to align with Canada's pension sector, which manages $2.1 trillion through the Maple 8 and the high-performing PSP. The event facilitated over 80 sessions to advance a strategy where PSP aims to increase domestic investments by 30–40% while deploying the independent $15 billion Canada Growth Fund to de-risk energy and critical mineral projects like Small Modular Reactors. By establishing specific investment books and discussing dual-use infrastructure, the gathering sought to convert global capital interest into tangible actions through mechanisms such as offtake agreements and regulatory navigation support.
- All-In Podcast18 min
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine
Blake Scholl, Jason, Chamath, Friedberg
Boom Supersonic founder Blake Scholl aims to democratize supersonic travel by producing the Overture aircraft, which currently holds 130 airline orders and targets a $3,500 transatlantic fare. The company is rapidly vertically integrating its supply chain to manufacture its own jet engines and leverage "boomless cruise" technology that mitigates sonic booms over land. Supporting this aviation vision, Boom is simultaneously developing gigawatt-scale data center power solutions using turbine technology to fund operations ahead of projected 2030 passenger flights.
- Goldman Sachs19 min
Ryan Serhant on the Art of Selling Luxury Real Estate
Ryan Serhant, who pivoted to real estate in 2008 and subsequently starred in the ten-season run of *Million Dollar Listing New York*, has built a diversified technology and services firm that currently surpasses $1 billion in monthly transaction volume. Unlike traditional brokerages, Serhant's company utilizes an organic, content-driven inbound strategy to recruit intrapreneurs and deploy AI tools that streamline complex transactions without paying for customer acquisition. Looking ahead, the firm is repurposing commercial spaces to address housing shortages while integrating artificial intelligence to enhance human relationship-building, a strategy that recently enabled the industry's most expensive residential sale of $308 million.
Brad Gerstner "$4 trillion of wealth transfer to kids who would've otherwise had zero"
Brad Gerstner, Michael Dell, Molly, Elon, Dario, Jensen, David Harris
Invest America, a not-for-profit initiative backed by Michael Dell and Frank Bisignano, aims to automatically open investment accounts for all US citizens under 18 to facilitate a projected $4 trillion wealth transfer. Founder Brad Gerstner targets 70 million accounts within 30 days by integrating the program with existing 401(k) infrastructure and leveraging bipartisan political support to bypass previous legislative hurdles. The summit also featured a strategic consensus on AI safety where industry leaders and policymakers agreed that labs must lead self-regulation while incorporating independent peer review to manage emerging technological risks.
- Goldman Sachs18 min
Can Stocks Rally With a Hawkish Fed?
Tony Pasquariello, Josh Schiffrin, Dominic Wilson
A panel of financial experts analyzes shifting market expectations for a tightening cycle of two to four rate hikes, emphasizing that oil prices exceeding $100 per barrel remain the critical variable for future inflation and a potential Federal Reserve pivot. Current fixed income and equity markets reflect a "higher yield world" driven by AI capital competition and fiscal deficits, yet demonstrate resilience with U.S. GDP projected to hold near 2% and unemployment trending lower despite energy headwinds. Strategists suggest that while the environment remains range-bound, a decisive drop in oil prices could catalyze an all-assets rally, prompting recommendations to utilize call options for the upside while monitoring the Fed's hawkish stance.
- All-In Podcast7 min
America's Next 250: Remember Who We Are
A diverse panel of speakers, ranging from immigrants who fled civil war and apartheid to entrepreneurs raised in 1970s Brooklyn, collectively asserts that the United States uniquely enables individuals to achieve anything regardless of their background. They characterize the American ethos as an egalitarian culture that rewards heterodox thinking and risk-taking, citing Theodore Roosevelt's philosophy to declare that the current generation has a "rendezvous with destiny" driven by doers and makers. The discussion culminates in a patriotic call to action affirming that the nation "owns the finish line" and must resolve its challenges through collective faith to fulfill the goal of making America great again.
- The Economist7 min
Why Russia is building its own version of Starlink | The Economist
Russia is advancing a non-functional satellite network projected for operational status within a year to enable precise targeting, while simultaneously executing terror campaigns with FPV drones and absorbing massive casualties estimated at 40,000 monthly to sustain a war-of-attrition strategy. Although Ukraine has secured limited territorial gains and developed innovative drone tactics, it faces constraints on striking Russian soil due to Elon Musk's refusal to authorize such operations and significant disparities in military resources. Meanwhile, recent diplomatic efforts involving Jared Kushner and Steve Witkoff have failed to produce immediate breakthroughs, as political calculations and Putin's focus on inflicting maximum damage suggest a prolonged conflict with no significant peace progress anticipated before winter.
- Milken Institute20 min
Conversation with Minister of Finance, State of Qatar H.E. Ali bin Ahmed Al Kuwari | GC 2026
Ali bin Ahmed Al Kuwari, Diane Brady
Despite Iranian-backed attacks disrupting LNG operations and halting some Qatar Airways flights, the state utilized strategic reserves and accelerated new production facilities to mitigate economic losses. The IMF projects an 8% contraction in 2024 growth followed by a full recovery, while Qatar maintains fiscal stability through robust reserves and reduced sovereign debt. Reinforcing its status as a vital global energy node, the nation has committed over $10 billion in new investments toward US technology and healthcare sectors to secure long-term strategic interests.
- Goldman Sachs11 min
What a Fed Rate Hike Could Mean for US Stocks
Jonathan Shugar, Chris Hussey, John Sugar
Goldman Sachs' cross-asset sales team marked the 25th anniversary of the 9/11 attacks while outlining a market outlook driven by an anticipated 50 basis point Federal Reserve rate hike and a projected S&P 500 target exceeding 8,000 points. The team identified the back end of the rate curve and surging AI infrastructure capital expenditures as primary risks, recommending 30-year swap payers to hedge against global fiscal deficits while favoring AI semiconductors and experiential consumer stocks as key growth opportunities. Additional strategic focus was placed on mitigating geopolitical energy disruptions in Europe and capitalizing on Brazil's upcoming election cycle as a potential counter-trend play.
- Goldman Sachs18 min
How AI is Affecting GDP Growth, Productivity, and Jobs
Sharmin Mossavar-Rahmani, Jan Hatzius
Goldman Sachs estimates that while AI currently contributes a modest 0.1 percentage points to U.S. GDP, it is driving $600 billion in domestic capital expenditure with projections reaching up to $7 trillion cumulatively by 2030. Over the next decade, these investments are expected to raise productivity levels by approximately 15% and push long-term growth forecasts into the mid-2% range, despite immediate headwinds from import deductions and capital reallocation. Although roughly 25% of work tasks are exposed to AI technology, analysis suggests only 6% to 7% will result in direct job elimination, leading to a gradual transition that may raise the unemployment rate by up to 1 percentage point over ten years without triggering a sudden labor shock.