Latest Interviews

Why tech stocks could keep rallying

Peter Callahan, Chris Hussey

Following a sharp correction in early 2024, the Nasdaq recovered to a flat annual performance driven by resilient S&P 500 earnings growth, clearer trade policies, and renewed capital deployment into artificial intelligence. Goldman Sachs technology specialist Pete Callahan highlights that large-cap tech stocks are regaining defensive status amid a return of dispersion within the "Magnificent Seven," creating specific stock-picking opportunities. With macro fears receding in favor of micro-level AI catalysts, the prevailing strategy recommends maintaining positions through the remainder of the year despite ongoing scrutiny of inflation data and bond market rates near 4.5%.

Software engineering as we know it will look much different in 5-10 years.

Tom, Dave

The speaker predicts that traditional software engineering roles will become obsolete within five to ten years as AI tools replace direct code writing. Historical patterns of abstraction suggest that while the nature of the work evolves from machine code to high-level management, the title of software engineer will persist in a transformed capacity. Although job displacement often triggers negative reactions, the analysis indicates that these roles will shift toward human oversight rather than disappear entirely.

Trust, Truth, and Democracy | Global Conference 2025

Sewell Chan, Max Boot, Leigh Ann Caldwell, Oliver Darcy, Kevin Merida, Jessica Yellin

In a panel featuring journalists such as Max Boot and Kevin Merida, experts analyzed the dual pressures of the Trump administration's legal warfare against the media and billionaire owners' conflicting business interests that threaten editorial independence. The discussion highlighted how algorithmic polarization and the decline of local news have eroded public trust to just 10%, forcing the industry to pivot from mass-reach reporting to collaborative, niche-focused strategies. To navigate this fragmented landscape, the group concluded that future solutions require non-profit structural support, rigorous journalism literacy education, and a strategic emphasis on tangible policy impacts rather than political spectacle.

A New Policy Environment for China | Global Conference 2025

Robin Hu, Fred Hu, Kevin Lu, Robert Rubin, Lu Zhang

Former Treasury Secretary Robert Rubin joined a diverse panel to critique U.S. reliance on tariffs and structural decoupling while highlighting China's critical need to pivot from investment-led growth to domestic consumption. Discussing the high costs of current trade wars, the group identified inflation and supply chain disruptions as likely drivers for eventual negotiations, even as private equity leaders reorient strategies toward domestic markets and green technology. Ultimately, the dialogue concluded that sustainable resolution requires abandoning containment postures in favor of constructive engagement on shared challenges like AI governance and climate transition.

AI Research Labs

Y Combinator is actively soliciting applications from founders to establish new AI research labs with multi-year commercialization timelines, explicitly mirroring the long-term trajectory of OpenAI, its first investor. While acknowledging OpenAI's success in pioneering the independent research model, the accelerator emphasizes that significant unsolved problems persist to justify funding deep, open-ended inquiry beyond typical three-month product cycles. This initiative aims to capitalize on remaining opportunities in the field by supporting new entrants committed to extended research horizons rather than rapid shipping.

Internal Agent Builder

Y Combinator is funding founders to build internal agent platforms that enable every employee to create personal AI tools for automating routine tasks. This initiative leverages secure infrastructure integrated with daily software to handle sensitive data, effectively reducing time spent on mundane operations like term sheet reviews. The strategic goal is to eliminate low-value work so staff can dedicate their efforts to high-value human activities, such as supporting founders, while YC invites entrepreneurs to develop the foundational AI infrastructure required for this shift.

A Conversation with Former First Lady of the United States Jill Biden | Global Conference 2025

Jill Biden, Esther Krofah

At the 28th annual Milken Institute Global Conference, Dr. Jill Biden and Esther Kroffa outlined the Women's Health Network's strategy to address historical data gaps and the $1 trillion global economic opportunity by shifting funding reliance to the private sector. The initiative targets critical breakthroughs in areas like endometriosis diagnostics and Alzheimer's care while deploying a digital platform and pooled investment fund to dismantle data silos and accelerate inclusive innovation. By reframing women's health as a universal business imperative rather than a niche category, the network aims to impact millions of lives globally by 2025 through enhanced research inclusion and strategic capital allocation.

Equity risks and alts opportunities

David Kostin, Padi Raphael, Allison Nathan

The Professional Investor Forum gathered advisors managing $1.3 trillion to analyze a U.S. market recovering to pre-tariff levels despite a 50% recession probability, as first-quarter earnings beat expectations by 12% before new April policy shifts. Goldman Sachs forecasts a recession-free 2025 baseline, though participants anticipate earnings compression in the second quarter if tariffs are implemented. Consequently, investment strategies are pivoting toward private market allocations and equal-weighted indices to mitigate concentrated stock risk while managing capital flows repatriated from Europe and steady inflows from Asia.

Why does Trump admire Saudi Arabia?

Trump, Rachana Shanbhogue, Jason

Crown Prince Mohammed bin Salman has steered Saudi Arabia toward a foreign policy of regional stabilization and ambitious domestic social liberalization to secure the political foundation for his economic transformation agenda. While the kingdom has rapidly dismantled religious restrictions and positioned itself as a mediator in global conflicts, its effort to diversify away from oil through massive giga projects like Neom faces significant hurdles due to stubborn reliance on energy revenues and fiscal strain. Consequently, the regime's long-term stability remains precarious, hinging on its ability to successfully deliver economic prosperity to a young population while managing the risks of potential dissent and investor skepticism.

Software Tools To Make Robots

Robotics is approaching a pivotal moment as foundation models overcome historical barriers of cost and environmental fragility, enabling robust real-world performance in sectors like industrial inspection and autonomous agriculture. Immediate commercial traction is evident through acquisitions such as John Deere's purchase of Bear Flag Robotics, validating the B2B market over consumer applications. Capitalizing on this maturation, the sector is actively securing funding for software toolkits while investors signal strong bullish sentiment to support founders building the next generation of capable machines.

A Conversation with US Secretary of the Treasury Scott Bessent | Global Conference 2025

Scott Bessent, Richard Ditizio, Michael Milken

The 28th annual Milken Institute Global Conference convened 1,000 speakers under the theme "Toward a Flourishing Future" to address critical resource gaps in health, connectivity, and global wealth distribution while urging for inclusive coalitions to bridge societal divides. Concurrently, Treasury Secretary Scott Bessent outlined the Trump administration's economic agenda, which prioritizes trade tariffs to boost domestic manufacturing, a "big beautiful bill" of tax cuts and deregulation, and an aggressive strategy to lower the federal deficit by 1% annually. The administration further signaled a shift toward "safe, sound, and smart" financial regulation, strategic partnerships with Ukraine, and a focus on maintaining U.S. dominance in AI and quantum computing to foster a "new golden age" of prosperity.

Will Open Source AI Overtake Closed Models? Ft. Olama, Fireworks and Open Router

Jeff Morgan, Dmytro Dzhulgakov, Alex Atallah, Dima, Matthew Walkerman

Industry leaders from Ollama, Fireworks, and OpenRouter advocate for a balanced future where open-source and closed-source models each command 50% of inference tokens, driven by the strategic advantages of decentralized innovation and lower capital barriers. While current open adoption sits at 30%, panelists predict this share will expand as foundational models improve through reinforcement learning and enterprises prioritize ownership of proprietary fine-tuned artifacts. This shift relies critically on sustainable decentralized inference infrastructure to compete against the entrenched advantages of large, closed-source providers.

AI for Residential Security

Despite the commercial security sector achieving disruptive growth through AI-driven facial recognition and virtual guards deployed by firms like Verkada and Lumana, the stagnant $20 billion global residential market remains dominated by legacy hardware. The $1 billion acquisition of Ring highlighted the immense value of connected video sensors, yet a critical gap persists in applying advanced artificial intelligence to residential safety. This event focuses on the significant opportunity for a new entrant to leverage AI capabilities and transform the static residential home security landscape into a proactive, intelligent safety ecosystem.

OpenAI’s Sam Altman on Building the ‘Core AI Subscription’ for Your Life

Sam Altman, Jens Nordvigsen, DAN GALPIN, SAM SACCONE

OpenAI has evolved from a 14-person research lab into a commercial powerhouse driven by the GPT-3 API and the viral ChatGPT platform, which now serves 500 million weekly active users. Under Sam Altman's leadership, the organization prioritizes high-impact small teams and a vision of becoming a personalized AI operating system while navigating a market where startups outpace legacy enterprises in agility. The company's roadmap emphasizes the transition from text-based assistants to autonomous agents by 2025, with future infrastructure expected to facilitate seamless agent-to-agent communication and eventual robotics applications.

Healthcare AI

With administrative tasks consuming roughly one-third of the US healthcare system's $4 trillion annual budget, a new wave of startups has emerged to solve the interoperability crisis caused by absent APIs. These companies are building specialized infrastructure to extract, organize, and integrate data from disparate systems, effectively creating the foundational layer needed for broader data integration. This emerging ecosystem aims to drastically reduce the $1 trillion in wasted administrative spending by enabling secondary startups to address complex data connectivity issues.