Latest Interviews
Showing 241–255 of 3,056 transcripts.
Clear all filters- Milken Institute57 min
Rewriting the Rules: Scaling Innovation for Rare Diseases | Global Conference 2026
Becky Quick, Nicola Blackwood, David Fajgenbaum, Michael Hund, Neil Kumar, William H. Lewis
Panelists including David, Will Osborn, and Michael discussed how AI-driven repurposing of generic drugs and patient-led "venture cure" models are accelerating the discovery of treatments for the over 300 million people globally affected by rare diseases. The dialogue highlighted transformative regulatory shifts, such as the UK's newborn sequencing trials and FDA-authorized umbrella CRISPR studies, which aim to bypass traditional trial inefficiencies while addressing barriers like pricing models that stifle global drug launches. Ultimately, the event concluded that converging data infrastructure with proactive patient advocacy is essential to de-risk development and deliver rapid therapeutic interventions for currently untreatable conditions.
- Sequoia Capital45 min
Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin
Dan Biderman, Jessy Lin, Sonya Huang, Shaun Maguire
Ngram addresses the scalability and cognitive limitations of current retrieval-augmented generation by training custom, continually learning models directly within workspace environments. This approach utilizes adapter fine-tuning to internalize organizational knowledge into model weights, reducing inference token consumption by a factor of 100 while enabling true intuition rather than static fact retrieval. By shifting the focus from pre-training generic AI to perpetual, private adaptation, the platform aims to create personalized neural interfaces that evolve alongside a team's data.
- Stanford Online49 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Applications, Coding AI
Guillermo Rauch, Apoorv Agrawal
Vercel, a $9.3 billion infrastructure firm founded by Guillermo Rauch, is pivoting its business model from standard web pages to "agentic infrastructure" to support the exponential growth of AI coding agents and token-based consumption. The company leverages a full-stack approach anchored in open source frameworks like Next.js, enabling enterprises such as Meta and Notion to deploy self-driving cloud capabilities that automate software configuration and security. This strategic shift, which has driven a threefold growth rate since October 2024, positions Vercel as the dominant platform for high-velocity, agent-generated code while redefining industry pricing and deployment standards.
- Milken Institute1h 0m
The New Macro Playbook | Global Conference 2026
Stephanie Ruhle, André Esteves, George Goncalves, Karen Karniol-Tambour, Seema Shah, Jeffrey Solomon
Global capital flows are shifting from a U.S.-centric model to diversified inflows in emerging markets and resource economies, driven by a transition from efficiency-based globalization to sovereign security-focused supply chains. This structural change, characterized by modern mercantilism and massive AI infrastructure spending, has created a bifurcated economy where fiscal deficits and geopolitical fragmentation fuel persistent inflation while prompting investors to seek physical assets over traditional equities. As nations fragment into isolated economic blocks and governments face rising risks of financial repression, investors must navigate these divergent currency zones to identify opportunities in captive markets protected by national industrial policies.
- Goldman Sachs20 min
Thelma Golden on Preserving Black Culture and the New Era of the Studio Museum in Harlem
Thelma Golden, serving as Ford Foundation Director and Chief Curator of the Studio Museum in Harlem, continues her career-long mission to center artists of African descent while overseeing the museum's relocation into a new state-of-the-art facility in November. Her leadership leverages strategic partnerships with entities like Goldman Sachs to transform the institution from a temporary loft into a permanent cultural anchor that preserves the legacy of the 1968 founding while supporting contemporary creation. This expansion aims to solidify the museum's role as a vital space where art functions as both a historical mirror and a visionary window for processing current societal realities.
- Milken Institute1h 1m
India Ahead: Growth, Investment, and Global Ambition | Global Conference 2026
Karan Bilimoria, Haigreve Khaitan, Vivek Lall, Ajay Piramal, Suneeta Reddy
India's economy, now the world's fourth or sixth largest with a $4 trillion GDP, targets third-place status by 2031 through aggressive manufacturing incentives, digital infrastructure expansion, and a robust legal framework that recently restored its Triple-B+ credit rating. Driven by a youthful demographic, rapid financial inclusion via the Aadhaar system, and strategic shifts in defense and space sectors, the nation has lifted 300 to 400 million people out of poverty while attracting significant foreign investment despite challenges regarding energy security and workforce upskilling. With stable democratic institutions and ambitious reforms in taxation and bankruptcy codes, India is positioning itself as a global innovation hub capable of sustaining long-term growth even as it navigates currency fluctuations and climate resilience needs.
- InstituteofTrading10 min
ITPM Flash Ep115 Defence against the Machine
Amidst a shifting AI landscape dominated by energy demands and a new agentic CPU era, a massive cybersecurity catalyst has emerged from Anthropic's internal Mythos model, which exposed thousands of critical global vulnerabilities without public release. Experts warn this creates a narrow defensive window before adversarial nations potentially replicate these capabilities, prompting a focused trade thesis on the Cyber First Trust Nasdaq Cyber Security ETF (CIBR). To capitalize on this thematic momentum, a structured options strategy involves buying 10 November $90 calls while selling 5 August $95 calls for a net debit of roughly $5,550, targeting a 3:1 return if the ETF rallies 29% by year-end.
- Goldman Sachs24 min
Maverick Capital Co-CIOs on Finding the AI Winners
Ben Silver, David Tykocinski, Tony Pasquariello
Maverick Capital co-chief investment officers Ben Silver and David Tykoczynski discuss their complementary investment philosophies and a holistic risk management framework designed to navigate complex market dynamics. The discussion highlights strategic shifts in the artificial intelligence sector toward application-layer value while identifying significant undervalued opportunities in the healthcare equipment space driven by reshoring trends. Both executives also address structural risks in the geopolitical landscape and emphasize the long-term transformative potential of AI despite near-term valuation volatility.
- Stanford Online50 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Building AI Factories
Chase Lochmiller, Apoorv Agrawal
Hyperscalers are pouring capital into AI infrastructure that rivals historic U.S. projects, driven by a shift in bottlenecks from chip availability to securing powered shells and skilled labor. In Abilene, Texas, Crusoe is deploying a 2.1-gigawatt campus hosting tenants like Oracle and OpenAI, where rapid construction faces significant wage inflation due to a scarcity of tradespeople and tripling costs for power equipment. While traditional hardware risks obsolescence, the economic model shows accelerated returns as managed services can halve the payback period to two years, even as the sector grapples with future challenges in labor supply and open-source competition.
- Milken Institute53 min
Catalyzing Capital, Innovation, and Impact to Advance Women's Health | Global Conference 2026
Esther Krofah, Jill Biden, Diana Ramos, Kalahn Taylor-Clark, Afton Vechery
The Women's Health Network, comprising 170 organizations, launched a $1 billion funding initiative led by Merck's Health Catalytic Fund to address century-old data gaps and the $2 billion annual productivity loss caused by menopause. Driven by strategic partnerships like California's PRIMA screening tool and private sector innovations such as Modern Fertility, the coalition is leveraging artificial intelligence and capital to de-risk early-stage commercialization while targeting a 50% reduction in maternal mortality. This convergence of philanthropic resources and consumer demand aims to shift medical research from male-centric models to comprehensive care for the 51% of the global population that women represent.
- Y Combinator30 min
Groww: If Your Customers Don't Love It or Hate It, You've Already Lost
Grow successfully pivoted from a failed robo-advisor hypothesis to an open investment platform in May 2017, achieving rapid product-market fit by offering zero-commission mutual funds and a frictionless user experience. Guided by a strict "design first" philosophy and a four-founder team aligned on immutable values, the company built a massive customer base through word-of-mouth rather than paid acquisition. Now India's largest publicly traded investment platform, Grow is currently expanding into sophisticated wealth management while leveraging AI tools to maintain its operational efficiency and deep customer connection.
- Bank of America36 min
Equities, Fed, BoJ, & you
Mark Cabana, Jill Carey Hall, Aditya Bhave, Oliver Levingston
Strategists from Bank of America Global Research analyzed mid-year market dynamics on June 12, highlighting a divergent outlook where bearish S&P 500 signals coexist with expectations for a Bank of Japan rate hike and a Federal Reserve pause. Jill's equity strategy warned of a potential 4% correction driven by extended valuations and sector dispersion, while advising a rotation toward undervalued mid-caps to avoid the rate sensitivity facing small companies. Concurrently, Aditya and Oliver outlined global monetary policy shifts, forecasting that a hawkish drift in Fed expectations and a dovish Japanese stance could reshape asset allocation amidst rising inflation and geopolitical uncertainties.
- Milken Institute53 min
The Legacy Play: How Global Sport Shapes Cities, Economies, and Culture | Global Conference 2026
Willow Bay, Jack Alexy, Chris Brearton, Breezy Johnson, Lindsay Taylor, Trisha Worthington
The "Legacy Play" panel convened media leaders, philanthropists, and Olympic gold medalists to analyze the commercial disparities and technological advancements reshaping global sports. Discussion highlighted the United States' unique reliance on private funding compared to state-backed peer nations, while detailing how AI integration and evolving media strategies are democratizing access and enhancing athlete branding. Participants further emphasized the critical role of mental health support and sustainable venue legacies in ensuring long-term career viability and equitable growth for women's sports.
- Milken Institute24 min
A Conversation with FIFA President Gianni Infantino | Global Conference 2026
Gianni Infantino, Jason Kelly, Johnny Infantino
The 2026 FIFA World Cup, a historic 48-team tournament hosted across 16 North American cities, is projected to generate $80 billion in economic impact and attract 7.5 million attendees while drawing 6 billion global viewers. FIFA President Gianni Infantino leveraged the event to outline a strategic pivot toward emerging markets, aiming to diversify global football revenue away from European dominance and establish a sustainable grassroots ecosystem that could elevate North American leagues to compete with European standards by 2031. Reinvesting tournament revenues into development for 150 countries, Infantino also announced his candidacy for re-election to oversee these commercial expansions and complete his governance reforms.
- The Economist6 min
Why are young Indians joining the Cockroach Janta Party? | The Economist
Launched by Boston-based consultant Abhijit Dipka as a satirical response to a Supreme Court Justice's remark, the "Cockroach People's Party" evolved into a physical street protest in Delhi where 1,000 to 2,000 young Indians demanded the resignation of the Education Minister over exam scandals. While the movement has amassed millions of digital followers and frames the unrest as a reaction to systemic failure and economic stagnation, analysts caution that its impact is limited by a lack of organizational cohesion and the ruling BJP's continued popularity among the youth. Although street politics has historically driven change in India, observers suggest this specific mobilization remains in its infancy and lacks the sustained leadership necessary to challenge the government effectively.