Latest Interviews
Showing 1561–1575 of 5,628 transcripts.
Clear all filters- Goldman Sachs14 min
How AI and geopolitics are reshaping cybersecurity
Driven by escalating cyber threats and the strategic necessity for platform consolidation, the cybersecurity sector has witnessed record-breaking M&A activity despite a soft overall market, highlighted by Google's $32 billion acquisition of Wiz. While macroeconomic volatility creates near-term uncertainty for IPOs, the industry's resilient, "sticky" spending habits and significant private equity capital are redirecting focus toward cloud security and AI-driven defense solutions. This evolving landscape, bolstered by government partnerships and geopolitical tensions, positions the field as a critical competitive advantage even as it grapples with emerging risks from generative AI and autonomous attack vectors.
- Sequoia Capital56 min
The Quest to ‘Solve All Diseases’ with AI: Isomorphic Labs’ Max Jaderberg
Founded to construct a general AI-driven drug design engine, Isomorphic Labs has leveraged Demis Hassabis's Nobel Prize-winning leadership and Max Yoderberg's AI expertise to release AlphaFold 3, a diffusion-based model that predicts the 3D structures of proteins, DNA, RNA, and small molecules. By replacing months of traditional crystallization with instant in-silico analysis, the company collaborates with industry partners like Eli Lilly and Novartis to navigate the 10^60-sized chemical space and advance programs in oncology and immunology without operating its own wet labs. This approach positions AI as a fundamental, indispensable tool for the entire pharmaceutical industry within five years, while the firm advocates for new regulatory frameworks to validate these predictive models for clinical trials.
- a16z44 min
The Software Crisis Behind America's Infrastructure
Leila Hay, Phillip Buckendorf, Leonard J. Kosinski
ASI Co-founders Philip and retired General Leo Leo address the United States' critical software crisis by merging commercial aviation technology with Department of Defense logistics to replace fragmented legacy systems. Their strategy establishes a unified "collective logistics" framework that leverages AI-driven predictive capabilities to secure supply chains against cyber threats and geopolitical instability. By standardizing software stacks across the private and public sectors, the organization aims to rapidly modernize military infrastructure and maintain U.S. power projection capabilities by 2034.
- The Economist21 min
Modi behaviour: will India retaliate against Pakistan?
Narendra Modi, Rosie Bloor, Jason Palmer, Jeremy Page, Kerry and Richmond Jones, Daniel Knowles
Escalating India-Pakistan tensions have surged following a deadly 2024 attack in Kashmir, prompting New Delhi to suspend river treaties and mobilize forces while Islamabad threatens to withdraw from the Shimla Agreement. Analysts warn that high pressure for military retaliation, exacerbated by reduced US influence in the region, creates a significant risk of a broader conflict surpassing the 2019 crisis. Concurrently, domestic economic and technological dynamics persist, with religious institutions in Brazil expanding via tax incentives and global demand for magnetic tape storage surging for AI data archiving despite government claims of obsolescence.
- All-In Podcast1h 30m
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Trump, Bessent, Elon, Andrew Ross Sorkin, Chamath, Jason, Friedberg
A panel of experts analyzes global market dynamics, noting that recent rallies stem from trade deal expectations rather than Federal Reserve support, while highlighting strategic tensions over China's control of rare earths and its lead in thorium energy research. The discussion extends to foreign policy, where participants advocate for accepting the Istanbul Deal to end the Ukraine war and criticizing the moralistic approach to nation-building. Finally, the group evaluates corporate strategies for Alphabet and Tesla, the fiscal hurdles facing the Department of Government Efficiency, and the regulatory complexities surrounding Nvidia's global supply chain.
- Goldman Sachs9 min
“The most attractive hedge”
Goldman Sachs and global investors are reassessing the U.S. dollar following a 10% pre-inauguration depreciation driven by downward real GDP revisions from 2.5% to 1.3% and a widening growth gap against Europe. Analysts predict a multi-month reversal of long-dollar positions as fair value models show the currency remains 10% to 15% overvalued, with the short dollar/yen trade emerging as a primary catalyst contingent on tariff policy and Federal Reserve reaction functions. While immediate directional positioning is advised against pending clearer White House news and data releases, the structural shift suggests accelerated market moves within the next two to three months.
- Y Combinator17 min
How To Get The Most Out Of Vibe Coding | Startup School
The session establishes "vibe coding" as a disciplined engineering practice, recommending specific tool strategies such as using Replit for novices and dual-workflow setups with Cursor and Windsurf for experienced developers. It outlines a rigorous methodology involving architectural planning, modular Git-based implementation, and strict error handling protocols to manage AI-generated code effectively. The discussion further analyzes current model capabilities, highlighting Claude Sonnet 3.7 for implementation and Gemini for planning, while noting expected performance shifts due to training data biases in frameworks like Ruby on Rails.
- The Economist26 min
Carney score: last days of Canada’s campaign
Rosie Bloor, Jason Palmer, Sarah Larniuk, Noah Snyder, Fraser McGilraith
Hosted by Rosie Bloor and Jason Palmer, this broadcast examines Canada's volatile election driven by US protectionism concerns, media fragmentation, and a toxic political climate where Conservative leader Pierre Poilievé leverages social media to bypass traditional journalism. The program simultaneously analyzes the United States' critical shipbuilding deficit relative to Chinese and South Korean capacity, highlighting legal barriers to international co-production and the strategic choice between domestic revitalization or foreign reliance. Concluding with a 1945 archival perspective, the episode reflects on the human cost of Berlin's fall and the geopolitical complexities that followed the Allied victory over the Third Reich.
- Goldman Sachs19 min
How insurers are navigating volatile markets
Mike Siegel, Matt Armas, Alison Nathan
The 14th annual Goldman Sachs Insurance Survey of 400 companies managing $13 trillion in assets reveals a strategic "Great Pivot" by life insurers shifting from public to private markets to capture liquidity premiums and mitigate volatility. This reallocation, alongside a surge in defensive investments in AI infrastructure, aims to enhance operational efficiency and diversify long-duration liabilities while navigating a complex environment of rising bond rates and equity swings. Collectively, these shifts support a booming industry outlook where improved returns and fixed-rate product demand drive lower policy costs and stronger capital deployment across both life and property-casualty sectors.
- All-In Podcast17 min
Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀
JD Vance, Elon Musk, Sergey Brin, Peter Thiel, Megyn Kelly, Mearsheimer, Sachs, Travis Kalanick, Marc Benioff, Woody Hoburg, Chamath, Jason, Friedberg, TheZachEffect, Zach
The Year Three conference featured a diverse lineup of high-profile guests, including Vice Presidential candidate J.D. Vance and Elon Musk, who discussed political independence, AI development, and economic expansion amidst tight security. Notable speakers such as John Mearsheimer, Travis Kalanick, and astronaut Woody Hobart contributed to dynamic segments on geopolitics, enterprise software, and scientific scales that defined the event's unscripted format. The gathering concluded with social festivities and a forward-looking toast, highlighting the organizers' intent to foster debate through an eclectic mix of political, technological, and scientific discourse.
- The Economist9 min
Is the world still working from home?
A 2024 survey by Stanford's Nicholas Bloom across 40 nations reveals that hybrid work adoption correlates strongly with cultural individualism, ranging from 1.9 days weekly in Canada to 0.5 days in South Korea. These divergent patterns have reshaped housing markets by driving suburban price surges of up to 50% while depressing urban centers, alongside increased leisure efficiency but a notable 30-minute rise in daily solitary time. Despite concerns over social isolation, the aggregate assessment remains that remote work delivers a net positive global impact by unlocking economic efficiencies in housing and providing critical autonomy for workers.
- The Economist23 min
Fed man walking? Trump v Powell
Trump, Powell, Jason Palmer, Simon Rabinovich, Archie Hall, Emily Steinmark
President Trump's threats to dismiss Federal Reserve Chair Jerome Powell triggered a market crisis and highlighted legal hurdles protecting the central bank's autonomy, though analysts warn that undermining the Fed could force higher rates and deepen economic stagnation. Simultaneously, global remote work trends are solidifying a five-year post-pandemic equilibrium in English-speaking nations, driving suburban housing prices up while introducing social challenges like increased isolation. Concurrent environmental assessments reveal that despite eliminating tailpipe emissions, electric vehicles generate significant non-exhaust particulate matter due to heavy battery packs, prompting calls for lighter designs and stricter regulatory oversight.
- a16z34 min
What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech
Meta envisions a post-smartphone era driven by AI-powered AR glasses like Orion, which aim to replace touch interfaces with natural interaction modalities while leveraging open-source models to accelerate innovation. This strategic pivot shifts the market from app-centric selection to AI agent orchestration, though widespread adoption faces significant hurdles regarding hardware constraints, regulatory privacy concerns, and the societal acceptance of always-on devices. By rejecting passive technological evolution, the company positions these developments as a generational opportunity to fundamentally redesign human-computer interaction despite the risks of social backlash.
- All-In Podcast7 min
Mitotherapy Breakthrough: Supercharging Your Cells ⚡️| Science Corner with David Friedberg
Recent breakthroughs in mitochondrial biology have established physical transfer between cells and enabled the engineered amplification of mitochondria to produce 854 times normal ATP output. These advancements allow researchers to successfully repair cartilage and bone in osteoarthritis models while creating detailed brain maps that link mitochondrial dysfunction to cognitive decline. Consequently, this supply solution is launching "mitotherapy" as a viable clinical modality for treating sports injuries, heart attacks, and neurodegenerative diseases.
- Goldman Sachs26 min
Will tariffs lead to a recession?
Paul Krugman, Jan Hatzius, Oren Cass, Allison Nathan
Prominent economists Paul Krugman, Jan Hatzius, and Oren Cass debated the Trump administration's historic tariff expansion, which Krugman identifies as an unprecedented economic shock and Hatzius projects will reduce GDP growth by two percentage points while raising recession probabilities to 45%. While Krugman warns that policy uncertainty will stifle business investment and Hatzius cautions that the Federal Reserve faces a difficult trade-off between inflation and stagnation, Cass argues the measures represent a necessary structural correction to global supply chains that will eventually stimulate domestic production. The panel concluded that although immediate data lags obscure the full extent of damage, the severity of the downturn will ultimately depend on the Federal Reserve's ability to balance conflicting price and employment mandates against a backdrop of rapidly shifting trade policy.