Latest Interviews
Showing 1756–1770 of 6,409 interview transcripts.
Clear all filters- Goldman Sachs19 min
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.
- The Economist8 min
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.
- Milken Institute38 min
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.
- Sequoia Capital32 min
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.
20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund
After closing a $26 million institutional fund with a 60/40 split of Fund of Funds and entrepreneur limited partners, Harry expanded his portfolio strategy to target 60 diverse companies while integrating Yash Doshi as a full-time operating partner. Drawing on over 350 prior angel investments and lessons from successes like TrueBill and the regret of rejecting Scale AI, Harry advocates for a "decahorn" hunting approach that prioritizes serial founders and accepts high valuations to preserve optionality. Looking forward, the fund is shifting allocations toward hard tech and AI while positioning Mercury for a $2.5 trillion integrated banking market, with plans to scale the portfolio to 150 companies and potentially lead seed rounds.
- The Diary Of A CEO2h 32m
AI AGENTS DEBATE: These Jobs Won't Exist In 24 Months!
Amjad Masad, Bret Weinstein, Daniel Priestley
A panel of experts identifies autonomous AI agents as a new, unpredictable species that is exponentially increasing operational duration and dismantling traditional economic moats. This rapid evolution threatens immediate displacement of both routine and high-skill professions while simultaneously enabling small teams to achieve massive leverage, creating a stark divide between those who can orchestrate AI swarms and those who cannot. As the technology outpaces global regulation, the consensus warns of a perilous "adaptive valley" marked by social inequality, existential risks like autonomous weapons, and a potential demographic collapse before humanity reaches a state of abundance.
- Sequoia Capital31 min
Google's Jeff Dean on the Coming Transformations in AI
This presentation outlines the trajectory of deep learning from its 2012 scaling breakthroughs toward a future of multi-modal agents and physical robotics capable of performing thousands of tasks within two years. It details a converging industry landscape where a handful of foundational models drive a secondary ecosystem of efficient, specialized architectures supported by Google's upcoming Ironwood TPU generation and Pathways system. The discussion further projects how these advancements will revolutionize scientific discovery, democratize virtual engineering through junior-level AI assistants, and reshape economic structures via dynamic compute allocation.
- All-In Podcast1h 36m
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Philippe Laffont, Jason, Friedberg, Chamath Palihapiti, Jake Allen
During the Miami F1 Summit and Shiso Restaurant visit, hosts of the *All In* podcast engaged with high-profile guests like Sergey Brin and Tony Robbins while highlighting a $19,000 dining incident where owner Chamath waived the bill. The team outlined logistical plans for the 2025 All-In Summit in Los Angeles and analyzed complex macroeconomic factors including Federal Reserve rate decisions, tariff impacts, and antitrust regulations. Furthermore, the discussion detailed the launch of KOTU Management, a new $1.3 billion interval fund backed by Bezos and Dell families designed to invest in a "new Mag 7" across AI, robotics, and autonomous transport sectors.
- Goldman Sachs10 min
“Long stocks, short bonds”
Federal Reserve Chair Jerome Powell prioritized stabilizing the domestic labor market while the central bank maintained current interest rates amidst stagflation risks and uncertain tariff impacts. The administration projects $300 billion in annual tariff revenue alongside increased spending, creating a fiscal environment that pressures the dollar and drives a strategic shift toward long equities and short bonds. Investors are compressing their trading horizons to hourly assessments as they navigate high volatility driven by potential job losses and the first significant inflation data release in July.
- Y Combinator19 min
How AI Coding Agents Will Change Your Job
Tom Blomfield and other Y Combinator founders describe a rapid shift where AI coding tools have surged to 50% adoption, enabling individuals to generate massive software artifacts and achieve tenfold productivity gains. This technological leap promises to replace traditional software engineering roles within a decade, transitioning the industry toward small, owner-led teams that manage AI agents rather than writing code manually. While these advances create unprecedented opportunities for solo founders to build valuable companies with minimal capital, the broader displacement of white-collar workers in fields like law and medicine is expected to trigger significant societal turbulence over the coming decades.
- Goldman Sachs42 min
From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager
TCW President and CEO Katie Koch, a former Goldman Sachs CIO with two decades of investment experience, is steering the firm's strategic evolution from its fixed-income heritage into private credit and ETFs to address a shrinking public market landscape. Leveraging significant dry powder during recent market dislocations, Koch emphasizes a culture rooted in integrity and psychological safety while executing active management strategies designed to generate outsized returns for institutional clients. Her leadership philosophy blends operational discipline with personal values regarding resilience, aiming to provide holistic investment solutions that allow borrowers and investors to navigate volatility across both public and private asset classes.
- Sequoia Capital24 min
Anthropic CPO Mike Krieger: Building AI Products From the Bottom Up
Mike Krieger, Trevor Johnsen, Sam Nelsons, Emily Fortuna, Dave Elliott Smith, Mike McDonald Jr.
At a recent strategic discussion, Anthropic executive Mike McDonald Jr. outlined a paradigm shift where the distinction between AI-generated and human-created content becomes irrelevant, emphasizing instead that provenance via blockchain and compelling human storytelling will define future value. The organization is operationalizing this vision through a "bottoms-up" product philosophy and the development of the Model Context Protocol (MCP), which evolved from engineer-led integrations to establish a standardized, open framework for autonomous agent interactions and economic transactions. Internally, this approach has resulted in massive AI adoption with over 70% of code reviews generated by machines, though leaders note that non-technical organizational bottlenecks now pose the primary constraint on high-velocity development.
- 80,000 Hours1h 4m
Did OpenAI truly give up on going for-profit – or is this a trap? (with Rose Chan Loui)
OpenAI CEO Sam Altman and President Greg Brockman announced a structural reversal where the non-profit foundation will retain oversight of the company's for-profit operations by restructuring into a Delaware Public Benefit Corporation. This decision follows intervention by the Attorneys General of Delaware and California, who rejected a prior plan that would have stripped the non-profit of legal control over AI safety development. While the deal eliminates the previous 100x profit cap to satisfy investor demands for standard returns, it leaves unresolved the specific governance mechanisms, such as super voting rights, required to legally enforce the foundation's veto power over cutting-edge AGI initiatives.
- The Economist7 min
Is Putin‘s narrative working?
Marked by the arrival of Chinese President Xi Jinping, Russia's 80th Victory Day parade transformed the 1945 Allied triumph into an isolated, state-orchestrated ritual that explicitly excludes Western allies. Vladimir Putin leverages this historical narrative to forge a continuous "cult of victory" that legitimizes his rule and the ongoing war in Ukraine as a reenactment of Soviet-era greatness. The event underscores Russia's geopolitical severance from the West, replacing the original concept of a shared liberation with a dependency on non-Western alliances and a focus on great power status rather than territorial expansion.
- Goldman Sachs25 min
Wise Founder Taavet Hinrikus on Europe’s Tech Renaissance
Taavet Hinrikus, Clif Marriott
Tavit Tammemäe catalyzed Estonia's transformation into a European tech powerhouse by co-founding Skype, which triggered a wave of successful exits, and later launching the fintech unicorn Wise. Transitioning from operator to investor, he founded Plural in 2021 alongside four other former European CEOs to deploy €500 million in Fund II toward complex, high-impact sectors like defense and healthcare AI. The firm targets "obsessed" founders capable of building $100 billion companies, aiming to replicate the scalability of Skype and Wise within the European market.