Latest Interviews

Voice AI

For nearly a century, business voice interactions have relied on inefficient legacy systems like IVR trees, yet consumer demand remains fixed on human connection. Advancements in conversational LLMs now allow startups to deploy AI agents capable of handling over one trillion annual transactions with performance matching or exceeding human standards. This technological leap is rapidly replacing outdated keypads and wait times, offering a functional quality unlock comparable to early autonomous vehicle experiences.

How AI is Reinventing Software Business Models ft. Bret Taylor of Sierra

Bret Taylor, Ravi, Robin Wright, Clay, DAN GALPIN, BRETT HESTERBERG

Brett Taylor, formerly CTO of Facebook and current leader of Sierra, outlines a transformative vision for the AI sector where specialized, outcome-based agents replace traditional websites and software subscriptions. Taylor advises entrepreneurs to evolve beyond personal technical expertise to avoid stagnation, emphasizing that the next trillion-dollar opportunities lie in vertical-specific solutions that deliver tangible business results rather than generic productivity tools. Through Sierra's innovative pricing model that charges only for autonomous resolutions, the company exemplifies a strategic shift toward selling outcomes, positioning startups to outmaneuver legacy incumbents struggling to adapt their business models to this new era.

More Design Founders

The presentation argues that integrating advanced coding tools over the next decade will elevate superior design to a primary strategic asset, prompting a shift from traditional employment to founder-led product launches. By redefining the "design job of the future" as entrepreneurship, the speaker highlights how user empathy and quality standards, proven by successes like Airbnb and Stripe, can drive independent company formation. Consequently, the strategy prioritizes funding teams that embed strong design culture from the outset to capitalize on these accelerating technological capabilities.

The Data Center is the New Unit of Compute: Crusoe CEO Chase Lochmiller

Chase Lochmiller, David Kahn, Pat

Crusoe Energy is rapidly constructing massive AI factories in Abilene, Texas, leveraging a vertically integrated supply chain to deliver gigawatts of power capacity decades ahead of traditional utility timelines. By repurposing stranded renewable energy and deploying advanced cooling architectures, the company accelerates the shift toward sovereign AI infrastructure while addressing critical bottlenecks in power and hardware availability. Founder Chase Lockmiller positions this industrial-scale approach as the mechanism to manufacture intelligence, creating a resilient foundation for the next phase of artificial general intelligence.

The Physical Turing Test: Jim Fan on Nvidia's Roadmap for Embodied AI

Jim Fan

NVIDIA Director Jim Phan outlines the "Physical Turing Test," a benchmark for robots performing complex physical tasks indistinguishable from human performance, while identifying data scarcity as the primary bottleneck for current systems. To overcome this, NVIDIA employs Simulation 2.0, utilizing generative models like Robocasa and video diffusion to exponentially scale training environments and introduce the GR00T N1 open-source model capable of zero-shot generalist control. This technological evolution aims to transition the physical world into a "Physical API," where software-defined skills enable autonomous robots to seamlessly handle household and industrial tasks, effectively embedding human-like dexterity into everyday infrastructure.

Full-stack AI Companies

Y Combinator announced a strategic pivot to prioritize funding for "full-stack AI companies" that replace industry core operations with automated agents rather than selling tools to existing businesses. This initiative specifically targets slow-moving incumbents, aiming to have startups build entirely new firms that directly compete with traditional players using large language models. The shift marks a deliberate move from a vendor model to an aggressive strategy designed to displace established industry dinosaurs through complete operational automation.

AI Exchanges: How tech giants are navigating the AI landscape

Eric Sheridan, Allison Nathan, George Lee

Major technology giants are sustaining record capital expenditures through 2025 to solidify AI infrastructure dominance, with Goldman Sachs projecting this peak intensity to slow in 2026 despite tariff-related cost increases. Executives from Meta, Alphabet, and Amazon characterize the sector as being in the early innings of a third computing shift, prioritizing defensive positioning and infrastructure monetization over immediate application-layer profitability. Although investor sentiment remains bifurcated by macroeconomic risks, current valuations reflect a strategic reliance on these incumbents' unprecedented balance sheet scale to navigate the transition from raw training to commercial deployment.

A Conversation with Nvidia CEO Jensen Huang | Global Conference 2025

Jensen Huang, Michael Milken

NVIDIA CEO Jensen Huang frames AI as a $100 trillion industrial revolution that creates "AI factories" to automate labor and reintegrate millions of workers into the global economy. Operating as an end-to-end infrastructure provider, the company builds massive, gigawatt-scale systems while arguing that unrestricted global chip trade is essential for establishing dominant U.S. standards. Through a culture of perpetual resilience and a focus on "Physical AI," NVIDIA aims to close the technology divide and drive GDP growth across healthcare, manufacturing, and robotics sectors.

AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote

Pat Grady, Sonia, Konstantin Vargas

Sequoia Capital outlines a strategic framework for the AI opportunity, predicting that the sector will disrupt both software and services markets by shifting value from selling tools to selling outcomes. The firm emphasizes investing in companies that demonstrate durable adoption and functional data flywheels, noting that 2024 marked a transition from hype to utility in vertical applications like healthcare and law. Looking ahead, the presentation predicts the emergence of an agent economy where interconnected agents manage resources and tasks, potentially enabling a "one-person unicorn" era through new management strategies.

Ambient Agents and the New Agent Inbox ft. Harrison Chase

Harrison Chase

LangChain CEO Harrison Chase introduces ambient agents as background systems designed to execute complex, multi-step operations by monitoring event streams rather than relying on direct chat input. These agents operate within a strict human-in-the-loop framework that utilizes patterns like action approval, editing, and time-travel rollback to ensure accuracy while preventing full autonomy. To support this architecture, LangChain has enhanced its LangGraph infrastructure for state persistence and scalability while deploying an Agent Inbox UI that enables users to manage long-running workflows through direct oversight and feedback integration.

Doug Burgum, Secretary of the Interior | All-In DC

Doug Burgum, David Friedberg

Secretary of the Interior Doug Burgum, a former North Dakota governor and tech executive, has launched the National Energy Dominance Council to rapidly dismantle regulatory barriers hindering US LNG, nuclear, and critical mineral expansion. The initiative targets an energy emergency driven by surging AI and robotics demand by prioritizing Small Modular Reactors, modernizing federal permitting processes, and unlocking $8 trillion in untapped public land resources. Burgum argues that adopting a manufacturing-style approach and reducing bureaucratic duplication are essential for the United States to maintain energy independence and compete globally against China's aggressive infrastructure growth.

Game Changers: Unlocking the Global Sports Economy | Global Conference 2025

Emmanuel Acho, Willow Bay, Sam Kennedy, Rich Paul, Alex Rodriguez, Jason Wright

Moderated by Emanuel Ocho, a panel of five high-profile sports leaders including Alex Rodriguez, Rich Paul, and Sam Kennedy detailed the economic transformation of women's sports and the strategic necessity of institutional capital for franchise growth. The discussion highlighted how shifting from altruistic models to revenue-focused ecosystems has driven record attendance and a 200% surge in sponsorship, while establishing that sustainable success relies on defining culture through face-to-face interaction and long-term investment patience. By addressing market gaps in media coverage and merchandise, these leaders argued that balancing fiduciary duties with player well-being is essential for navigating an era where athletes now control their own narratives and investors target high-growth asset classes.

Modernizing Warfare and Beyond

Liz McNally, Qasar Younis, Erin Price-Wright

The Defense Innovation Unit is accelerating the integration of dual-use commercial technology into the Department of Defense by partnering with companies like Applied Intuition to prototype and field software at scale. This strategy leverages new congressional flexibility and the Commercial Solutions Opening model to bridge the gap between agile industry innovation and military needs, addressing critical challenges in the Indo-Pacific against China's advancing autonomy capabilities. By prioritizing "dual fluency" talent and a venture-first procurement approach, DIU aims to modernize the defense industrial base and ensure the U.S. maintains a technological edge in software-defined warfare.

Building the System of Record for the AI Era ft Workday CEO Carl Eschenbach

Carl Eschenbach, Sonya Huang, Pat Grady

Workday CEO Carl Eschenbach is redefining the platform as a unified "Agent System of Record" to govern both human employees and AI agents across its database of over 70 million users. To monetize this shift, the company is deploying a multi-faceted pricing model involving seat-based uplifts, role-based agent fees, and consumption-based API access while utilizing strategic acquisitions like HiredScore to drive measurable productivity gains. Despite an 8% workforce restructuring to fund reinvestment, Eschenbach emphasizes that AI will serve as a growth engine rather than a cost-cutting tool, maintaining a human-in-the-loop approach for critical decisions to preserve the company's core values.

Irrational optimism and uncompromising realism.

Varun Mohan

Recognizing GitHub Copilot as an inevitable market leader, the company founders adopted a dual-belief framework of irrational optimism and uncompromising realism to justify the existential risk of competing against Microsoft and OpenAI. They executed a high-stakes strategy by training and deploying their own independent autocomplete models within their product as a free user feature. This approach aimed to capture untapped market potential despite the certainty that failure would result in the company's demise.