Latest Interviews

Who's Coding Now? - AI and the Future of Software Development

Guido Appenzeller, Matt Bornstein, Yoko Li

Positioned as a $3 trillion global market following a $200 billion investment surge, the AI coding sector is transforming a workforce of 30 million developers through integrated agents that shift workflows from syntax generation to specification drafting. While industry leaders project productivity gains equivalent to Apple's market value by doubling output efficiency, organizations are adapting to non-deterministic model behaviors by redefining success metrics and enforcing "spec-first" strategies for legacy modernization. This evolution requires a new hybrid of human expertise and structured formal languages to manage hallucination risks, ultimately redefining the developer role from code writer to system architect.

How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech

Erik Kriessmann, Molly O'Shea, Eric Chrisman

Altimeter Partner Eric Chrisman, formerly of Index Ventures, leverages his background in venture human capital to execute a concentrated investment strategy that targets "fewer, better" ideas in defense, aerospace, and automation. The firm recently backed high-conviction portfolio companies like Anduril, K2 Space, and Base by capitalizing on large early-stage checks to build significant ownership stakes in sectors driven by talent density and mission-oriented leadership. By rejecting traditional diversification in favor of massive toehold investments, Altimeter aims to secure outlier returns while navigating a capital market environment that increasingly favors private longevity over immediate IPOs.

Sundar Pichai, CEO of Alphabet | The All-In Interview

Sundar Pichai, David Friedberg

Google CEO Sundar Pichai outlined a strategy rejecting the Innovator's Dilemma in favor of expanding information access, citing AI Overviews now serving 1.5 billion users with query lengths doubling as ad revenue achieves parity with traditional search. He detailed a $75 billion capital expenditure plan for 2025 that prioritizes TPU-driven efficiency and addresses critical constraints in global energy generation and workforce availability. Looking toward future paradigms, Pichai forecasts a shift to ambient computing within 15 years while reinforcing Alphabet's structural focus on foundational R&D across DeepMind, Waymo, and quantum initiatives.

Why tech stocks could keep rallying

Peter Callahan, Chris Hussey

Following a sharp correction in early 2024, the Nasdaq recovered to a flat annual performance driven by resilient S&P 500 earnings growth, clearer trade policies, and renewed capital deployment into artificial intelligence. Goldman Sachs technology specialist Pete Callahan highlights that large-cap tech stocks are regaining defensive status amid a return of dispersion within the "Magnificent Seven," creating specific stock-picking opportunities. With macro fears receding in favor of micro-level AI catalysts, the prevailing strategy recommends maintaining positions through the remainder of the year despite ongoing scrutiny of inflation data and bond market rates near 4.5%.

Software engineering as we know it will look much different in 5-10 years.

Tom, Dave

The speaker predicts that traditional software engineering roles will become obsolete within five to ten years as AI tools replace direct code writing. Historical patterns of abstraction suggest that while the nature of the work evolves from machine code to high-level management, the title of software engineer will persist in a transformed capacity. Although job displacement often triggers negative reactions, the analysis indicates that these roles will shift toward human oversight rather than disappear entirely.

Trust, Truth, and Democracy | Global Conference 2025

Sewell Chan, Max Boot, Leigh Ann Caldwell, Oliver Darcy, Kevin Merida, Jessica Yellin

In a panel featuring journalists such as Max Boot and Kevin Merida, experts analyzed the dual pressures of the Trump administration's legal warfare against the media and billionaire owners' conflicting business interests that threaten editorial independence. The discussion highlighted how algorithmic polarization and the decline of local news have eroded public trust to just 10%, forcing the industry to pivot from mass-reach reporting to collaborative, niche-focused strategies. To navigate this fragmented landscape, the group concluded that future solutions require non-profit structural support, rigorous journalism literacy education, and a strategic emphasis on tangible policy impacts rather than political spectacle.

Don’t Believe OpenAI’s 'Nonprofit' Spin | Tyler Whitmer

Tyler Whitmer, Rob

On May 5th, OpenAI's leadership announced a proposed conversion from a Delaware LLC to a Public Benefit Corporation, a move critics argue will legally diminish the non-profit's ability to immediately halt unsafe AI releases. The restructuring shifts fiduciary duties to balance shareholder profits with public benefit and removes direct oversight by state Attorneys General, potentially exposing the entity to investor litigation that prioritizes financial gain over safety mandates. To preserve the organization's original mission, experts are urging the integration of the non-profit's Charter into the corporate Certificate of Incorporation and the retention of direct hiring and firing authority over the for-profit board.

OpenAI, SBF & Perplexity: What VCs Know That You Don’t

SBF, Rory O'Driscoll, Jason Lemkin, Harry Stebbings

Venture capital dynamics have shifted toward extreme concentration and speed, with firms like Sequoia and Tiger Global prioritizing massive stakes in high-conviction AI winners such as OpenAI and Scale AI to offset broader portfolio losses. Simultaneously, corporate strategies are evolving from hyperbolic job replacement rhetoric to gradual operational integration, as companies like Microsoft and Klarna balance aggressive automation goals with the reality of retaining human oversight for complex tasks. This environment is characterized by a contraction in early-stage funding that demands hard traction, while retail access expands through new vehicles despite lingering risks regarding valuation bubbles and liquidity constraints.

Jeff Cavaliere: The TRUTH about Creatine! Melt Belly Fat With 1 Change!

Jeff Cavaliere, Steven

Jeff Cavaliere argues that health is the prerequisite for all life assets, urging individuals to replace unreliable motivation with disciplined routines anchored in deep emotional drivers. He details a comprehensive approach to longevity that prioritizes mobility and stability exercises to prevent injury, alongside specific nutritional strategies to manage body composition while avoiding common pitfalls like hidden sugars. The discussion further covers practical protocols for sleep optimization, supplement usage, and the physiological risks of sedentary behavior to foster both physical resilience and mental clarity.

A New Policy Environment for China | Global Conference 2025

Robin Hu, Fred Hu, Kevin Lu, Robert Rubin, Lu Zhang

Former Treasury Secretary Robert Rubin joined a diverse panel to critique U.S. reliance on tariffs and structural decoupling while highlighting China's critical need to pivot from investment-led growth to domestic consumption. Discussing the high costs of current trade wars, the group identified inflation and supply chain disruptions as likely drivers for eventual negotiations, even as private equity leaders reorient strategies toward domestic markets and green technology. Ultimately, the dialogue concluded that sustainable resolution requires abandoning containment postures in favor of constructive engagement on shared challenges like AI governance and climate transition.

AI Research Labs

Y Combinator is actively soliciting applications from founders to establish new AI research labs with multi-year commercialization timelines, explicitly mirroring the long-term trajectory of OpenAI, its first investor. While acknowledging OpenAI's success in pioneering the independent research model, the accelerator emphasizes that significant unsolved problems persist to justify funding deep, open-ended inquiry beyond typical three-month product cycles. This initiative aims to capitalize on remaining opportunities in the field by supporting new entrants committed to extended research horizons rather than rapid shipping.

Internal Agent Builder

Y Combinator is funding founders to build internal agent platforms that enable every employee to create personal AI tools for automating routine tasks. This initiative leverages secure infrastructure integrated with daily software to handle sensitive data, effectively reducing time spent on mundane operations like term sheet reviews. The strategic goal is to eliminate low-value work so staff can dedicate their efforts to high-value human activities, such as supporting founders, while YC invites entrepreneurs to develop the foundational AI infrastructure required for this shift.

A Conversation with Former First Lady of the United States Jill Biden | Global Conference 2025

Jill Biden, Esther Krofah

At the 28th annual Milken Institute Global Conference, Dr. Jill Biden and Esther Kroffa outlined the Women's Health Network's strategy to address historical data gaps and the $1 trillion global economic opportunity by shifting funding reliance to the private sector. The initiative targets critical breakthroughs in areas like endometriosis diagnostics and Alzheimer's care while deploying a digital platform and pooled investment fund to dismantle data silos and accelerate inclusive innovation. By reframing women's health as a universal business imperative rather than a niche category, the network aims to impact millions of lives globally by 2025 through enhanced research inclusion and strategic capital allocation.

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.

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.