Latest Interviews
Showing 2371–2385 of 5,628 transcripts.
Clear all filters- All-In Podcast1h 39m
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
Kamala, Sacks, PG, Nostracanis, Wiz, Sam Altman, Rupert Murdoch, Biden, Josh Shapiro
Wiz rejected a $23 billion acquisition offer from Google to pursue an IPO, a strategic move that underscores growing demand for cloud security following the CrowdStrike global outage and highlights the critical role of Alphabet's $40 billion run-rate cloud division amid antitrust scrutiny. The event also examined broader market volatility driven by AI stock rotations and geopolitical shocks, while analyzing a failed UBI experiment in Texas and Illinois that challenged the economic necessity of universal basic income. Finally, the discussion covered high-stakes developments including Rupert Murdoch's succession struggle within News Corp, the swift U.S. presidential nomination shift to Kamala Harris, and urgent warnings regarding U.S. nuclear energy deficits relative to China's aggressive infrastructure expansion.
- Milken Institute1h 0m
Private Credit Cashing In | Milken Institute Global Conference 2024
Liz Hoffman, Dianna Carr-Coletta, David Geenberg, Theodore L. Koenig, Danielle Poli, James Reynolds, Ted, Francois Chollette
Private credit assets have expanded to an estimated $1.5 trillion through a 20% CAGR since the financial crisis, driven by institutional reallocations from 1-2% to 15% and expanding participation from retail investors. While competition intensifies among originators targeting the lower-middle market and specialized sectors like life sciences, the sector differentiates itself through superior recovery rates via maintenance covenants and a strategic pivot toward capital protection rather than yield maximization. Looking forward, the industry faces liquidity and regulatory headwinds but expects to sustain 10-11% unlevered returns by diversifying into asset-backed finance and addressing distressed capital structures created by the current M&A slowdown.
- Goldman Sachs9 min
Is the big tech trade over?
The S&P 500 recently declined 5% following a year-end rally, driven by reassessments of mega-cap valuations amid shifting inflation data and skepticism over AI profitability. Goldman Sachs analysts characterize this correction as a market rotation where capital is flowing from large-cap tech stocks to small-cap equities, a divergence that benefits smaller companies anticipating interest rate cuts. Despite the drop, the firm maintains a positive outlook, citing robust earnings and historical precedents where similar market dips often result in higher valuations within three months.
Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo
Jordan Noone, Molly O'Shea, Jessie Frazelle, Ben Horowitz, Vinod Khosla, Alfred Lin, Mike Maples, Roger Ehrenberg
Zoo is launching a cloud-based, GPU-optimized computational geometry engine designed to replace manual, labor-intensive CAD workflows with AI-driven automation for the $1 trillion hardware development market. Led by Aerospace engineer and Relativity Space co-founder Jordan Noon alongside CEO Jess, the company has already generated 13,000 CAD files via its generative AI interface while securing $6 million in funding from investors including GitHub co-founder Tom Preston-Werner. The firm plans to expand its workforce to 50 employees and construct an in-house factory to integrate Design for Manufacturability checks directly into its machine learning models.
- The Economist24 min
Field of streams: sports viewing changes
Evan Gershkovich, Kamala Harris, Jason Palmer, Tom Wainwright, Oliver Carroll, Holly Burman
Major media companies are reallocating substantial content budgets to live sports rights as streaming platforms capture one-third of Olympic viewership, prompting traditional cable networks to launch exclusive services while tech giants like Netflix enter the market to aggregate global audiences. Simultaneously, the US faces a critical diplomatic standoff after a Russian court sentenced WSJ reporter Evan Gershkovich to 16 years in prison on espionage charges, with both sides actively exploring potential prisoner exchanges involving high-profile detainees ahead of the American elections. In the domestic political arena, Kamala Harris's campaign leveraged the viral "Brat" internet aesthetic to energize younger demographics and close polling gaps, signaling a shift toward social media-driven engagement that challenges traditional polling and policy-focused messaging.
- Y Combinator18 min
How To Price For B2B | Startup School
Founders are advised to anchor pricing in a collaborative value equation that quantifies customer ROI, setting rates between 25% and 50% of that value to ensure healthy margins while retaining two-thirds of the benefit for the client. The strategy explicitly discourages cost-plus or predatory price wars, instead urging a shift toward recurring revenue models and short, metric-driven pilots to mitigate revenue volatility. By treating cloud credits as real costs and avoiding public price transparency for enterprise deals, this framework enables startups to secure sustainable growth without triggering a race to the bottom.
- Milken Institute57 min
A Perfect Match: Finding Love in a Modern World | Milken Institute Global Conference 2024
Monique Kelley, Stephanie Danzi, Ophira Edut, DeVon Franklin, Amy Nobile, Yung Pueblo
Industry leaders from Tinder, Ready Platform, and the dating coaching sector converged to redefine modern dating as a practice rooted in self-work, holistic growth, and intentional connection rather than superficial metrics. The discussion highlighted the launch of "Ready," a new platform requiring pre-match self-reflection, alongside strategic shifts at Tinder that prioritize long-term relationship outcomes over engagement time and strictly limit filtering to age, gender, and distance. Panelists collectively argued that overcoming fear-driven behaviors like aggressive hunting or interrogation-style questioning is essential for navigating the "gray areas" of relationships and utilizing astrology or spiritual frameworks as tools for self-understanding rather than manipulation.
- The Economist24 min
Bibi talk: a speech light on detail
Rosie Bloor, Jason Palmer, Anshul Pfeffer, Noor Gamani, Leora, Oret Okunbi, Gavin Jackson
Prime Minister Benjamin Netanyahu secured a record 11 standing ovations during a strategic visit to the U.S. Congress to defend the Gaza war while facing domestic political pressure from high resignation polls. Despite emotional appeals regarding hostages, the address failed to outline a concrete post-war strategy or clarify Israel's stance on ongoing ceasefire negotiations, leaving key policy details undefined. The event underscored deep partisan divides, marked by President Biden's expected pressure for a truce and notable absences from high-profile U.S. political figures like Vice President Kamala Harris and J.D. Vance.
- Milken Institute59 min
Things That Will Blow Your Mind | Milken Institute Global Conference 2024
Richard Sandler, Lisa Dyson, David Ferrucci, Keith Gottesdiener, Michael Mager
This panel features David Ferrucci, Michael Major, Lisa Dyson, and Dr. Keith Gottensteiner discussing the commercial maturation of neuro-symbolic AI, high-resolution brain-computer interfaces, atmospheric protein synthesis, and precision prime editing. Each expert details how their respective technologies—ranging from zero-hallucination enterprise reasoning and 80-word-per-minute speech decoding to carbon-negative food production and safe gene therapies—are transitioning from theoretical research to deployed clinical and industrial solutions. Collectively, the session underscores a strategic shift toward reliable computation and the integration of software with physical matter while emphasizing the ethical imperative to align these advancements with human well-being.
- The Economist26 min
Destruction instruction: Western armies learn from Gaza
Jason Palmer, Rosie Bloor, Shashank Joshi, Emma Irving, Andrew Kitness
Recent analysis of the Gaza conflict reveals that while Israel claims to have eliminated Mohamed Deif, the war continues to yield critical tactical lessons on urban defense, drone efficacy, and the complexities of fighting in tunnel networks that are reshaping Western military doctrine. Simultaneously, Silicon Valley remains divided over J.D. Vance, whose venture capital background and anti-regulation stance attract a core group of billionaire allies despite generating anxiety among broader tech executives concerning his protectionist trade policies. In Hong Kong, a distinct cultural phenomenon sees "haunted house" superstitions driving a 20% to 33% reduction in property values, forcing legal disclosure mandates and technological adaptations to manage a market where social isolation and rapid urbanization fuel ghost-related fears.
John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy
Former Soylent founder John Coogan launched Lucy in 2016 to introduce nicotine replacement products into a market where regulatory barriers now make entry nearly impossible without massive capital. The company successfully achieved profitability by targeting older demographics with a conservative strategy that avoids youth-culture marketing while competing against big tobacco giants like Altria. Coogan also uses this venture to critique the venture capital ecosystem's over-reliance on massive scale-ups, advocating instead for sustainable micro-businesses and practical AI applications.
- All-In Podcast26 min
The Besties Take Napa | All-In Special
Speakers including David Friedberg, Chamath Palihapitiya, and David Sachs predict a future where AI enables small teams to rebuild the software stack by replacing human coding and administrative roles with automated workflows, potentially rendering traditional SaaS obsolete. The discussion highlights critical enterprise AI hurdles regarding data context windows, proposing Retrieval Augmented Generation as a necessary optimization, while advocating for an investment philosophy that favors intense focus on single verticals over diversified portfolios. These technical and strategic insights were exchanged at a high-cost Milan gathering, which also featured personal reflections on the "bionic" nature of work, poker as a decision-making tool, and a surprise birthday celebration for Friedberg.
- Milken Institute57 min
The Geopolitics of AI | Global Conference 2024
Erik Schatzker, Karen Kornbluh, Eva Maydell, Anne Neuberger, Karen Pierce, Kevin Rudd
This panel examination characterizes the U.S.-China relationship as a strategic AI competition where the United States maintains an edge in foundational models while leveraging export controls to slow Chinese semiconductor access. The discussion contrasts Western regulatory approaches, such as the EU AI Act, against China's state-driven dominance, while emphasizing a shift toward plurilateral governance among democracies to mitigate risks like election interference and disinformation. Ultimately, experts argue that long-term competitiveness hinges on public-private partnerships and alliance cohesion rather than multilateral frameworks that could empower adversarial regimes.
- a16z24 min
Mark Casey (Capital Group): Public Market and Macro Perspectives
Capital's long-term value investing strategy employs a four-to-eight-year horizon and a compensation structure weighted toward multi-year results to prioritize earnings convergence over short-term market noise. The firm actively manages portfolio construction by identifying unstoppable secular trends like cloud computing and e-commerce while criticizing deceptive metrics such as adjusted EBITDA in favor of free cash flow per share. Additionally, the approach emphasizes superior capital allocation by citing industry leaders like Warren Buffett and Hock Tan, while maintaining bullish positions on high-moat fintech and semiconductors tied to the AI revolution.
- Goldman Sachs44 min
Private credit investing with Ares Management’s Mike Arougheti
CEO Mike Arrighetti leads Ares Management, a global alternative asset firm overseeing over $400 billion in assets and establishing itself as a premier direct lender through active origination strategies. Under his 2018 succession of co-founder Bennett Rosenthal, the firm has institutionalized a partnership culture while expanding its private credit footprint across aging demographics, regulatory shifts, and emerging markets in Asia and Latin America. Arrighetti projects the sector will sustain 10–15% annual growth driven by bank disengagement and infrastructure demands, a trajectory that aligns with the firm's focus on floating-rate resilience and its broader charitable initiatives.