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  1. Goldman Sachs22 min

    The outlook for global deal-making

    Stephan Feldgoise, Mark Sorrell, Alison, Stefan

    Goldman Sachs projects a moderate 10–15% year-over-year increase in 2025 M&A activity, driven by falling interest rates and post-pandemic portfolio repositioning rather than a sudden market surge. While private equity capital deployment is recovering and Europe leads a global acceleration in deal volumes, significant headwinds persist due to limited exit options for large assets and lingering geopolitical risks. Strategic consolidation remains the dominant theme across energy, healthcare, and technology sectors as firms prioritize scale and generative AI infrastructure, with the IPO market's revival viewed as critical for capital recycling.

  2. a16z14 min

    How AI Will Transform Accounting: A $100B Opportunity Explained

    Seema Amble, Marc Andrusko, Michelle Kung

    Facing a projected 75% retirement wave among CPAs and a 16% workforce decline since 2019, the accounting industry is under pressure to automate manual tasks amidst outdated infrastructure and a resistance to AI due to accuracy requirements. Major firms are shifting from billable-hour models to fixed-fee structures, with top-tier organizations preparing to invest up to $500 million in technology to transition professionals from data entry to advisory roles. This strategic realignment aims to solve labor shortages while reducing consumer costs and accelerating service delivery through the adoption of AI for unstructured data ingestion and regulatory research.

  3. Goldman Sachs39 min

    Navy SEAL turned NASA Astronaut: Chris Cassidy’s journey from sea to space

    Chris Cassidy, Matt Gibson

    Chris Cassidy, a former NASA Chief Astronaut and three-time spacewalker, is currently leading a $285 million fundraising campaign to construct a Museum, Monument, and Institute in Arlington, Texas, dedicated to honoring the 3,500 recipients of the Medal of Honor. Scheduled to open on March 25, the facility aims to educate the public on the "service above self" ethos of these recipients by showcasing stories of ordinary individuals performing extraordinary acts, drawing from Cassidy's unique perspective gained through two Navy SEAL deployments and three spaceflights. By shifting the focus from traditional military history to personal narratives of valor, the foundation seeks to make the achievements of Medal of Honor recipients as culturally prominent as those of professional athletes while addressing the broader challenge of fostering national appreciation for these sacrifices.

  4. Goldman Sachs27 min

    Will China’s policy stimulus be enough?

    Hui Shan, Michael Pettis, Alison Nathan

    Following a disappointing 2023 GDP growth of 5.2% and weakening domestic demand in 2024, Chinese policymakers approved a 10 trillion RMB local government debt swap in November to address fiscal shortfalls while shifting strategy away from infrastructure investment toward consumption-led growth. Experts like Michael Pettis argue that this debt restructuring primarily transfers liabilities to the banking system without solving fundamental imbalances, and that true recovery requires difficult structural adjustments to increase the household sector's share of GDP. Amidst geopolitical risks from potential U.S. tariffs and uncertainty regarding future stimulus, the central government continues to centralize power and manage local asset liquidation to stabilize the economy.

  5. The Economist22 min

    Scholz fired: Germany calls snap election

    Scholz, Jason Palmer, Rosie Bloor, Tom Nuttall, Leo Morani, Vingeru Nkandawire

    German Chancellor Olaf Scholz lost a confidence vote following his coalition's collapse, triggering a snap election on February 23rd where opposition leader Friedrich Merz leads in projections to replace him with a platform favoring tax cuts and stricter migration policies. The campaign centers on contentious issues including the constitutional debt break, potential US tariff impacts from the incoming Trump administration, and differing approaches to Ukraine's defense and NATO membership. Meanwhile, domestic challenges such as India's projected solid waste crisis and the resilience of British retailer Fortnum & Mason against rising labor costs highlight concurrent global economic pressures.

  6. All-In Podcast10 min

    What happened to Apple!? Here's why iOS 18.2 is BROKEN!

    Chamath, Jason

    Recent discussions highlight critical user experience failures in iOS 18, including device instability and confusing interface changes that have diminished system usability by up to 30%. While Apple's vertically integrated hardware and software model historically provided a durable competitive advantage through visionary leadership, speakers argue that the departure of Steve Jobs has triggered an organizational decay characterized by reduced quality control and an over-reliance on data. Although the new M4-based Mac Mini stands out as a significant value proposition, the panel predicts that the absence of strong artistic direction will force the company to compete primarily on AI capabilities against rivals like Google and Meta over the next five years.

  7. 80,000 Hours1h 41m

    8 years as an ambassador fighting WMD terrorism | Bonnie Jenkins (2019)

    Bonnie Jenkins, Rob Wiblin

    Bonnie Jenkins, a former Special Envoy for Threat Reduction Programs who now leads the Women of Color Advancing Peace and Security initiative, advocates for diverse leadership to strengthen global responses to nuclear proliferation and infectious disease threats. She emphasizes the erosion of diplomatic norms and the lack of verification mechanisms in treaties like the Biological Weapons Convention as critical vulnerabilities that undermine current security architectures. Drawing on her extensive background in the Navy and federal government, Jenkins argues that integrating technical expertise and diverse perspectives is essential for effectively mitigating high-probability risks such as climate change and biological hazards.

  8. 20VC with Harry Stebbings1h 2m

    Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239

    Reid Hoffman, Trump, Elon Musk, Harry Stebbings

    Elon Musk appeared in Seattle to outline a stark vision for U.S. fiscal reform, asserting that a $2 trillion budget reduction is impossible without cutting defense spending and major entitlements like Medicare. During the dialogue, he detailed his support for targeted tariffs against mercantile warfare, his skepticism regarding the Department of Government Efficiency, and his conviction that nuclear fusion is essential for powering AI and solving climate change. The discussion also covered Musk's evolving perspectives on UAPs, his criticism of restrictive antitrust laws that stifle competition, and his specific investment regrets and Bitcoin predictions for the mid-2020s.

  9. a16z11 min

    When Regulation Becomes Code

    Angela Strange

    Driven by a regulatory explosion that now consumes up to 15% of bank staff and fuels systemic risks like TD Bank's $3 billion penalty, the financial sector is adopting Generative AI to transform manual compliance into executable "code." Early adopters are rapidly replacing brittle legacy systems with AI-first co-pilots that reduce research time from hours to minutes while maintaining rigorous audit trails to prevent hallucinations. This shift toward "Regulation as Code" promises to slash operational bottlenecks in areas like small business lending, thereby lowering consumer costs through increased market competition and faster loan approvals.

  10. The Economist27 min

    Off-side: Georgians reject new president

    Rosie Bloor, Jason Palmer, Sarah Larniuk, Tim Cross, Maria Vilcek

    In Tbilisi, escalating protests driven by democratic demands and opposition to oligarch Bidzina Ivanishvili have forced the Georgian government to shift from violent crackdowns to legal intimidation following a contested presidential election and EU accession delays. Meanwhile, the incoming US administration faces complex political inertia in potentially slashing the $93 billion NASA Artemis program, as cost inefficiencies clash with entrenched congressional support for the Space Launch System across multiple states. Concurrently, the classic martini cocktail is experiencing a cultural resurgence due to its historical resilience and adaptability, with modern consumers favoring high-quality, home-mixable versions over declining general alcohol consumption trends.

  11. The Diary Of A CEO2h 52m

    Reid Hoffman, LinkedIn Founder: It’s Time To Quit Your Job When You Feel This! Trump Will Punish Me!

    Reid Hoffman, Trump, Elon Musk, Peter Thiel, Stephen Bartlett

    Reid Hoffman, a founding member of the PayPal Mafia, outlines a contrarian entrepreneurial framework emphasizing risk tolerance, the "Marine, Army, Police" scaling strategy, and the critical importance of hiring for high talent density. Discussing his upcoming 2025 book *Super Agency*, he predicts that artificial intelligence will act as a catalyst for human "amplification intelligence" while advocating for global competition to accelerate AI development despite associated social transition pains. Hoffman further advises emerging founders to prioritize building long-term "soft assets" over immediate financial gains and warns of potential political retaliation for his public stance, all while redefining success through deep interpersonal relationships rather than professional status alone.

  12. 80,000 Hours3h 57m

    Why prior generations missed some of the biggest priorities of all | Tom Moynihan (2021)

    Tom Moynihan, Rob Wiblin

    Moynihan argues that pre-modern thinkers universally rejected the possibility of permanent human extinction due to the "Principle of Plenitude," a worldview asserting that all potential realities must eternally recur. This intellectual barrier crumbled in the 18th and 19th centuries through paleontological evidence and the shift from cyclical time to linear contingency, enabling the concept of irreversible species death. Consequently, this historical transition redefined human value as fragile rather than fixed, establishing the ethical imperative for the current generation to intentionally manage existential risks.

  13. Sourcery with Molly O'Shea35 min

    How Lucy Guo Is Building A Creator Empire with Shaq, Kygo & Olivia Dunne | Passes

    Lucy Guo, Shaq, Kygo, Olivia Dunne, Molly

    Founder Lucy has relocated to Los Angeles to oversee the expansion of Passes, a creator economy platform now operating from a 20,000-square-foot facility designed to support direct fan-to-creator monetization. The company, which recently secured approximately $50 million in funding led by Crossbeam Ventures, currently retains a diverse talent roster including Shaq and Kygo while leveraging granular CRM data to optimize subscription tiers and niche market verticals. Passes aims to achieve a $1 billion valuation and a potential IPO within the decade by prioritizing high-engagement super fans and introducing fintech solutions alongside its core content creation infrastructure.

  14. All-In Podcast1h 28m

    Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC

    Trump, Keith Rabois, Jacob Helberg, Jason, Friedberg, TheZachEffect, Ferguson, Khan, Benedictevans, Chamath Palihapitiya

    Hosts Keith Raboy, Jason Calacanis, and Chamath Palihapitiya analyze the appointment of Jacob Sachs as a top economic advisor, arguing that wealthy entrepreneurs will deploy "founder mode" thinking to dismantle bureaucratic inefficiencies and export US economic philosophy. The discussion contrasts this political shift with major technological milestones, including Google's Willow quantum breakthrough that threatens RSA encryption and Apple's strategic internalization of AI infrastructure amid concerns over organizational decay. Concurrently, the panel evaluates the bipartisan mandate for TikTok's divestment to mitigate national security threats, alongside a recovering venture capital market driven by optimism for AI, crypto regulation, and tariff-based industrial policies.

  15. 20VC with Harry Stebbings1h 14m

    Guillaume Moubeche, lempire Founder: Bootsrapping to $30M ARR Through Content & Brand | E1238

    Guillaume Moubeche, Harry Stebbings

    Guillaume Poillon bootstrapped Lemlist into a five-product B2B suite called Empire, projecting $29 million in annual recurring revenue and $10 million in EBITDA after pivoting away from venture capital. The company achieved exponential growth by relying on a "dogfooding" sales strategy and a content-first engine that shifted its acquisition mix from entirely outbound to 70% inbound, ultimately reaching a $13 million ARR plateau before optimizing for retention through product simplification and high-compensation hiring. Beyond financial metrics, Poillon details his transition from a hands-on CEO to Chairman, emphasizing his philosophy on mental discipline derived from physical endurance, the critical role of paying customers over design partners, and his strategic regrets regarding missed Bitcoin investments and societal polarization.