Latest Interviews
Showing 181–195 of 1,990 transcripts.
Clear all filters- Milken Institute44 min
Global Real Estate: Repricing Risk, Rethinking Strategy | Asia Summit 2025
Curtis S. Chin, Michelle Martin, Stuart Crow, Goodwin Gaw, Kishore Moorjani, Hsueh Ling Ng
Global real estate capital is rapidly migrating from traditional office space to invisible infrastructure like data centers and battery storage, driven by AI compute demands and supply chain regionalization strategies. While distress in the office sector and record interest rates are forcing asset re-purposing and wealth consolidation, innovative financing models including private credit and tokenization are unlocking new liquidity for investors. Market experts highlight specific opportunities in Asia-Pacific hubs, Hong Kong's gateway role, and the residential living sector as the primary engines for future yield and resilience amidst shifting geopolitical and technological landscapes.
- Goldman Sachs20 min
Why Japanese Stocks Could Keep Rallying
Driven by Prime Minister Senei Takeuchi's snap election victory, Japanese equities have surged 14% year-to-date in 2026, outperforming US benchmarks and triggering a Goldman Sachs price target increase based on anticipated political stability. This supermajority is expected to facilitate long-term policy continuity, attracting foreign capital as investors anticipate concrete corporate governance reforms and accelerated ROE growth to sustain the current market cycle. While risks such as leadership transitions or policy missteps remain, the landslide win signals a transition into a "delivery phase" where structural economic security and defense clarity ahead of the March 19 summit will likely drive further valuation expansion.
- Milken Institute24 min
A Conversation with BTG Chairman, André Esteves | Global Investors' Symposium São Paulo 2025
André Esteves, Christiane Pelajo, Cris
Global market volatility driven by US policy shifts and a K-shaped economic divergence has elevated Brazil's strategic position as a neutral food and data hub leveraging its clean energy matrix. While AI capital expenditures are reshaping the industrial landscape, the speaker projects Brazilian interest rates to fall from 15% to a 7–11% range provided the government implements a 2% of GDP fiscal adjustment to resolve macroeconomic contradictions. Ultimately, the nation's future prosperity hinges on replacing social aid with formal labor incentives and utilizing deep capital markets to fund infrastructure independent of external geopolitical luck.
- Milken Institute1h 0m
Reimagining Mental Health: Innovation at the Intersection of Care & Techn | Future of Health 2025
Rhitu Chatterjee, Amir Inamdar, Patrick Joseph Kennedy, Vik Kheterpal, Upali Nanda, Viviane Poupon
A global summit convened by leaders including Amir Nandar, Patrick Kennedy, and Viviane Poupon addresses a $6 trillion economic burden caused by mental health conditions through integrated strategies spanning pharmaceutical innovation, digital equity, and architectural intervention. Participants highlighted breakthrough therapies like Cybin's CYP003, successful biophilic design projects that reduced medication usage by 30%, and digital monitoring initiatives that engaged 81% of bipolar patients to bridge the gap between chronic care and primary prevention. The gathering concluded with a unified call to reframe mental health as "brain health," urging policymakers to establish liability frameworks for AI and social media while leveraging public-private partnerships to scale accessible, preventative care models globally.
- Milken Institute51 min
Movies, Games, Anime: Redefining the Fanverse in the Gen Z Era | Asia Summit 2025
Chong Seow Wei, Maureen Fan, Kun Gao, Patrick Lee, Kevin Lin
Industry leaders Maureen Fan, Kun Kun Gao, Patrick Lee, and Kevin Lin convened to redefine Gen Z fandom as a shift from passive consumption to active co-creation and transmedia immersion. The panelists analyzed how authentic creator-driven pipelines, particularly in Asian entertainment, and platforms like Roblox are reshaping audience power, while noting that AI democratization will necessitate stronger human curation to manage the resulting content explosion. Their discussion concluded that future business success relies on building direct creator-to-audience infrastructure that prioritizes collaborative storytelling and physical live experiences over traditional gatekeeping and isolated adaptation silos.
- Y Combinator8 min
The New Way To Build A Startup
Companies such as GigaML, Legion Health, and PhaseShift are redefining operational scale by automating all internal workflows—from code integration to clinical operations—rather than merely augmenting isolated functions. This "20X company" model enables lean teams of just a few employees to service Fortune 500 clients and achieve fourfold revenue growth while maintaining flat headcounts that would traditionally require hundreds of staff. By treating internal processes as the primary product, these organizations achieve AGI-level productivity, allowing them to compete directly with massive incumbents without the corresponding payroll burdens.
- Milken Institute45 min
From Potential to Powerhouse: Navigating India's Growth Journey | Asia Summit 2025
Menaka Doshi, Rahul Mammen, Prabhat Ojha, K V Rao, Siddharth Shah
A panel of industry leaders described India's current economic landscape as a paradox of optimism and pessimism driven by structural resets in legal, digital, and physical infrastructure that have spurred record foreign investment despite US trade tariffs and immigration restrictions. While short-term Foreign Portfolio Investment has rotated out due to high valuations, the economy remains resilient through robust domestic savings, a massive annual engineering talent pool, and a shift toward innovation-led manufacturing in sectors like automotive and electronics. Experts advise international investors to prioritize long-term horizons and active local partnerships to navigate stickier regulatory challenges and capitalize on growth emerging from previously underdeveloped northern and eastern states.
- a16z48 min
AI Markets: Deep Dive with a16z's David George
A leading investment firm projects the AI product cycle as a decade-long growth engine that is accelerating revenue across all quartiles while driving hyperscalers toward $5 trillion in cumulative CapEx by 2030. This thesis is supported by operational shifts where AI-native companies achieve superior revenue per employee and faster adoption rates, alongside portfolio successes in sectors ranging from legal tech to healthcare that validate high-utility models. Despite concerns regarding supply constraints and changing valuation metrics, the analysis concludes that current market dynamics are underpinned by genuine earnings growth rather than speculative froth, with profitability and successful change management identified as the primary drivers of future market leadership.
- Milken Institute1h 3m
Looking Back: A Conversation With Five-Time Super Bowl Champion Tom Brady | Global Conference 2018
Tom Brady confirmed his intention to play through the 2018-2019 season and into his mid-40s by attributing his longevity to the TB12 method's focus on pliability and his refusal to accept injury as inevitable. Addressing the Super Bowl LII loss and his relationship with Coach Bill Belichick, he defended the coaching staff's decisions while acknowledging his wife Gisele Bündchen's role in negotiating his retirement timeline based on family well-being. Beyond the field, Brady emphasized a leadership philosophy that prioritizes internal validation and organizational humility, aiming to inspire a broader cultural shift toward proactive health management.
Inside the $4.5B Startup Building Brain-Inspired Chips for AI
Peter Barrett, Naveen Rao, Konstantine Buhler, Molly O'Shea
Founded by deep tech veteran Naveen Rao and backed by Playground principal Konstantin Buehler, Unconventional AI is raising funds to build a full-stack analog computing platform that leverages silicon's non-linear physics to overcome the energy inefficiencies of current digital systems. The company seeks to automate over 99% of cognitive labor by replacing energy-intensive megawatt-scale data centers with 20-watt biologically inspired architectures, aiming to reach product escape velocity with a projected capital requirement of $1.5 billion. This venture differentiates itself by embracing the stochastic nature of intelligence rather than suppressing it, challenging traditional von Neumann limitations through recurrent dynamical systems that promise computational productivity gains of up to 1,000 times.
- Milken Institute30 min
Progress with Purpose | Asia Summit 2025
Martin Soong, Hadi Badri, Dilhan Pillay Sandrasegara
Dubai's leadership identifies organizational inertia as a primary risk, responding with a rapid adaptation strategy that combines three-year plans with daily data-driven adjustments to maintain a high-performance standard. Amidst a fragmented global economy marked by rising nationalism and supply chain reconfiguration, the emirate has secured a 60% year-over-year surge in foreign direct investment by positioning itself as a permanent global hub for talent and capital. This growth is further accelerated by a robust artificial intelligence framework prioritizing small language models and regulatory agility, alongside progressive visa policies that have established the UAE within the top ten globally for AI talent density.
- Milken Institute1h 1m
Global Stakes: Critical Mineral Investments in a Changing World | Middle East & Africa Summit
Eleni Giokos, Mateo Goldman, Marie-Chantal Kaninda, Oskar Lewnowski, Ayo Sopitan, Bob Wilt
The US government and its allies are accelerating a strategic pivot to diversify critical mineral supply chains away from Chinese dominance by leveraging the Development Finance Corporation to fund midstream processing hubs in Saudi Arabia and the Lobito Corridor. This initiative targets a projected 2040 copper shortfall of 10 million tons by addressing permitting bottlenecks, integrating ESG standards, and financing renewable energy infrastructure to enable "green copper" production in the DRC. Simultaneously, partnerships between nations like the US and Saudi Arabia aim to build downstream industrial capabilities while developing recycling technologies to meet the massive demand for electrification without relying on Chinese refining networks.
- Milken Institute47 min
Future of Global Asset Platforms: Scaling, Strategy, & Stewardship | Middle East & Africa Summit
Nour Amache, Jonathan Goldstein, Dana Settle, David Steinbach, Guy Weldon
Representatives from Bridgepoint Group, Heinz, Greycraft, and Kean International discussed strategies for scaling multi-product platforms while maintaining cultural identity and operational agility in a consolidating market. The panelists highlighted how leveraging AI for data-driven sourcing, vertical integration for deal flow, and decentralized governance models allows firms to navigate structural shifts from beta to alpha generation. Key outcomes included predictions of rising demand for compute infrastructure, a pivot toward private wealth allocation, and the critical role of transparency in sustaining long-term investor relationships amidst macroeconomic uncertainty.
- Jane Street1h 23m
Bryan Cantrill: Andreessen’s Folly - The False Dichotomy of Software and Hardware
Bryan Cantrill, Andreessen, Alan Kay, Jonathan Gruber, Trevor Johnsen, Tred Wansell, Jermaine
Speaker critiques Marc Andreessen's "Software Eating the World" thesis as a false dichotomy while detailing Oxide Computer Company's hardware-software co-design strategy to reclaim stack control. By abandoning proprietary layers like UEFI and Baseboard Management Controllers in favor of custom operating systems and holistic integration with AMD silicon, the company addresses systemic reliability failures that plague commoditized reference designs. This approach has already resolved complex hardware-software interaction bugs and positions the firm to pursue open-source firmware and transparent accelerator partnerships to eliminate vendor lock-in in future data center infrastructure.
- Goldman Sachs16 min
How AI is Driving Drug Discovery: Xaira Therapeutics' Marc Tessier Lavigne
Marc Tessier Lavigne, Sonia Gupta
Zara Therapeutics CEO Mark Tessier Levine is applying a three-pillar strategy combining AI-driven design, massive-scale biology, and clinical experience to disrupt an industry where 90% of drug candidates currently fail. By leveraging frontier models from David Baker and over $1 billion in funding, the company targets undruggable proteins and aims to reduce development timelines from five years to under two. This approach shifts the paradigm from intuitive trial-and-error to a systematic, in silico process designed to fundamentally increase clinical success rates.