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  1. 20VC with Harry Stebbings42 min

    Marc Benioff, Salesforce Founder: Why Salesforce Isn't Hiring Software Engineers | E1236

    Marc Benioff, Harry Stebbings, Steve Jobs, Mark

    Salesforce is reorienting its 2025 strategy toward its proprietary AgentForce platform, halting new software engineer hiring while expanding its sales force to drive adoption of a unified agentic architecture. This shift, supported by a 32.9% margin and $38 billion revenue guidance, positions the company as the world's leading enterprise AI supplier processing over two trillion transactions weekly. Under CEO Mark Benioff, the organization is pivoting from traditional per-seat SaaS pricing to a consumption-based model that leverages a best-in-breed ecosystem of foundational models to capitalize on maturing Large Language Model capabilities.

  2. a16z13 min

    The 2025 AI Search Race

    Alex Immerman

    Amidst a $200 billion search market where Google retains 90% share despite a recent monopoly ruling, competitors like Perplexity are surging with 25–30% monthly query growth by offering ad-free, conversational interfaces. This shift is driven by changing consumer behavior, as 60% of users now rely on chatbots for purchase decisions and 10% view AI tools as their primary search engine. While vertical applications and enterprise integration are expected to carve out niches, the long-term forecast predicts a return to digital advertising models that monetize high-intent, AI-generated queries more effectively than traditional keyword searches.

  3. The Economist26 min

    Peace from pieces: Syria after Assad

    Jason Palmer, Christopher Lockwood, Tom Wainwright, Johnny Williams, Matthew Mercer

    Following a rapid 12-day rebel offensive led by Hayat Tahrir al-Sham, Bashar al-Assad fled Damascus to end five decades of rule, triggering a complex geopolitical shift as Russia and Iran withdraw support while Turkey and the US balance new power dynamics. Concurrently, Australia enacted the world's first blanket ban on social media for minors under 16, imposing heavy fines on non-compliant tech firms despite concerns over AI age-verification accuracy and uneven regulatory competition. In cultural developments, Dungeons & Dragons marked its 50th anniversary by evolving from a niche hobby into a mainstream phenomenon driven by the fifth edition, popular media crossovers, and a generation of creators who cite the game as a vital tool for social confidence and storytelling.

  4. The Diary Of A CEO2h 44m

    Body Language Expert: Stop Using This, It’s Making People Dislike You, So Are These Subtle Mistakes!

    Vanessa Van Edwards

    Science-based communication expert Dr. Van Edwards synthesizes twelve years of behavioral research to teach a 400,000-student framework for projecting both warmth and competence through specific nonverbal cues like the steeple gesture and downward vocal inflection. The methodology empowers individuals to counteract evolutionary fear responses by mastering hand visibility, proximity, and authentic micro-moments of connection while replacing autopilot questioning with curiosity-driven dialogue. By addressing the cognitive biases that distort self-perception and social narratives, this program enables participants to systematically build deeper professional relationships and enhance personal charisma.

  5. 80,000 Hours2h 47m

    The case that war isn't in decline | Bear Braumoeller (2022)

    Bear Braumoeller, Rob Wiblin

    Bear B. Moller's analysis of interstate conflict from 1815 to the present challenges the prevailing "decline of war" thesis by demonstrating that only the post-1989 Cold War era saw a significant reduction in conflict initiation, while long-term trends in lethality and escalatory propensity have remained stagnant. The study attributes fluctuations in war frequency not to Enlightenment values or democratic peace theories, but to the specific structure of international orders, noting that the current clash between the liberal order and emerging powers like Russia and China has eliminated diplomatic buffers. Consequently, Moller argues that the primary contemporary risk lies in the catastrophic potential for escalation rather than the probability of conflict onset, urging that effective policy requires deep expertise in international relations to navigate these volatile structural shifts.

  6. Goldman Sachs24 min

    Driving Innovation in the Aviation Industry: JetBlue Founder David Neeleman

    David Neeleman, Catherine Kolimas

    Aviation entrepreneur David Neeleman outlines his career founding five airlines, including Azul and Breeze Airways, by leveraging a "disruptor mindset" that builds structurally defensible business models for underserved markets. His latest venture, Azul in Brazil, has transformed logistics and lifted 9,000 people out of poverty, while Breeze focuses on 125 US cities with minimal competition using a low-cost technology-centric approach. Neeleman concludes by detailing his philosophy of converting service failures into loyalty and his broader mission-driven philanthropy aimed at eradicating poverty within the aviation sector.

  7. 20VC with Harry Stebbings1h 14m

    Zachary Bookman: Why Valuations and Fundraising are BS | E1235

    Zachary Bookman, Harry Stebbings

    In February 2024, OpenGov completed a $1.8 billion acquisition by Cox Enterprises, a deal that allowed founder Zach Perut to retain majority control while exiting existing investors. The transaction highlighted the company's decade-long pivot from a low-value government software model to a high-revenue, enterprise-grade platform characterized by near-perfect gross retention and a strategy of acquiring niche verticals to build a comprehensive suite. Perut leveraged this exit to demonstrate a philosophy prioritizing capital discipline and long-term durability over explosive VC-backed growth, effectively transitioning the business from a struggle for survival into a sustainable, multi-product annuity.

  8. The Economist25 min

    Ashes to Masses: Notre Dame’s stunning return

    Jason Palmer, Sophie Petter, Ori Ogunbi, Anne Rowe

    Following a five-year restoration funded by nearly €900 million in private donations, Notre Dame Cathedral is set to reopen in Paris with its historic spire and oak roof reconstructed using strict medieval techniques under the leadership of General Jean-Louis Georgelain. Meanwhile, Ghana prepares for a pivotal election where former President John Mahama challenges the incumbent amid a severe economic crisis characterized by 23% inflation and a sovereign debt default. In a related commemoration of World War II history, the legacy of John Kinsel, the last surviving Navajo Code Talker who died at age 107, highlights the critical role of the indigenous language in creating an unbreakable cipher during the Pacific campaign.

  9. Goldman Sachs31 min

    Investing in Sports: Building A Better Fan Experience

    Nicole Pullen Ross, Greg Carey, Stacy Sonnenberg, Gillian Zucker

    The Los Angeles Clippers' transition to a private $2.4 billion Intuit Dome eliminates the financial disadvantages of shared venues by capturing exclusive revenue streams and implementing a "basketball mecca" design that integrates intimate atmospheres with modern luxuries. This project exemplifies a broader industry shift toward privately financed, multi-use entertainment complexes that utilize advanced frictionless entry systems and premium dining to maximize return on investment while adhering to strict debt-repayment models based on future earnings. As teams evolve into community stewards, these facilities aim to balance high-margin premium experiences with affordable pricing strategies to secure both immediate economic impact and long-term fan loyalty across diverse global markets.

  10. a16z31 min

    How Gusto Used Customer Input to Scale Growth with Tomer London

    Tomer London, Seema Amble

    Gusto, a nearly $10 billion payroll and HR platform founded by Tomer London and his Stanford classmates, initially targeted a hyper-specific niche of California-based, non-hourly businesses to validate its product through manual, high-effort outreach. The company strategically leveraged self-serve economics and unexpected adoption by accountants as a key distribution channel, scaling from a concierge onboarding phase for its first 16 clients to an automated platform serving over 300,000 U.S. firms. By maintaining strict unit economics and a weekly growth target of 15–20 percent without paid acquisition, Gusto established a sustainable product-led model that evolved into an all-in-one system for both employees and contractors.

  11. The Economist21 min

    Michel shock: France’s government falls

    Michel Barnier, Emmanuel Macron, Rosie Bloor, Jason Palmer, Sophie Petter, Henry Tricks, Rachel Lloyd, Jared Brown

    Following a coalition of the left and far-right led by Marine Le Pen that successfully triggered a vote of no confidence, French President Emmanuel Macron has lost his third prime minister in a year, creating a constitutional deadlock that bars early elections until July 2025. In the corporate sector, while individual generative AI adoption remains high, widespread business implementation is stalled by regulatory uncertainty, legal liabilities, and a severe shortage of skilled specialists. Simultaneously, the UK gin industry faces a contraction threat as record duty hikes and rising costs dampen demand for spirits, driving a shift toward non-alcoholic alternatives despite a decade of explosive growth.

  12. 20VC with Harry Stebbings1h 1m

    George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234

    George Arison, Harry Stebbings

    Under CEO George, Grindr has pivoted from a casual dating app to a high-efficiency social network, reporting $300 million in revenue with fewer than 150 staff members and zero marketing acquisition costs. The company is actively expanding its "super app" capabilities through features like "Right Now" and new verticals in travel and healthcare while reclassifying its ad revenue model to bypass platform fees. Future growth strategies focus on increasing subscription penetration, leveraging AI for specific user experiences, and paying down debt to achieve a target EBITDA leverage ratio before pursuing external capital returns.

  13. Milken Institute20 min

    A Conversation with CMS Director of Medicare Meena Seshamani | Future of Health Summit 2024

    Meena Seshamani, Bertha Coombs

    A multidisciplinary team comprising experts from drug pricing, pharmacy, and economics has implemented health care reforms focused on treating developmental issues, chronic illnesses, and behavioral health within the Medicare and Medicaid systems. These initiatives, which include updating risk adjustment methodologies and navigating the Inflation Reduction Act, aim to reduce prescription drug costs for seniors and integrate services to address over 400,000 additional conditions. With a target deadline of September 1st for international financial agreements, the organization plans to execute these changes over five to eight months while utilizing new communication platforms and patient feedback to ensure system stability.

  14. Goldman Sachs20 min

    Should investors worry about market concentration?

    David Kostin, Owen Lamont, Alison Nathan

    Strategists David Kostin and Owen Lamont converge on the projection that U.S. equity markets face a decade of sub-10% returns driven by extreme concentration and elevated valuations, though they diverge on whether the top ten stocks' dominance itself constitutes the primary risk. Kostin warns that the current 36% market cap concentration creates a negative equity risk premium and recommends shifting to equal-weighted indices, while Lamont argues that future volatility will stem from AI-driven creative destruction and mean reversion rather than portfolio structure. Both analysts acknowledge that the sustainability of the "magnificent seven's" growth and potential AI bubbles remain critical variables that could accelerate a decline in market performance over the next ten years.

  15. 80,000 Hours1h 1m

    Marcus Davis on founding and leading Rethink Priorities

    Marcus Davis, Rob Wiblin, Kieran Harris

    Rethink Priorities has rapidly expanded from ten to over fifty staff members, operating as a fully remote research entity that splits leadership between Peter Waterford and co-CEO Marcus Davis to manage long-termism alongside animal welfare and global health initiatives. The organization now executes a high-volume consultancy portfolio for major funders like Open Philanthropy, generating documented impacts such as influencing millions in farm animal funding and launching new charities while addressing critical data gaps in wild welfare. To sustain this trajectory and fund upcoming inquiries into interspecies moral weight, RP seeks an additional $3 million in annual support to scale its survey teams and avoid rejecting commissioned work.