Latest Interviews
Showing 2716–2730 of 9,967 transcripts.
Clear all filters- Goldman Sachs24 min
What's behind the US equity underperformance?
Tony Pasquarello, Josh Schifrin, Dominic Wilson
Josh Schifrin and Dominic Wilson have revised their U.S. year-on-year growth forecast down to 1.7% due to policy uncertainty and weak first-quarter data, anticipating a delay in Federal Reserve rate cuts until June. While the team expects the yield curve to steepen and favors front-end fixed income positions to hedge against economic pain, they caution that "U.S. exceptionalism" is fading as European markets like Germany gain traction through significant fiscal expansion. Ultimately, the strategists predict a volatile near-term environment where short-term labor data may deteriorate further before a recovery emerges, challenging the prevailing thesis that the administration will maintain a growth floor.
Arielle Zuckerberg, "The Rizz & Tiz" Winning Founder Recipe
Arielle Zuckerberg, Molly O'Shea, John Doerr
Long Journey Ventures, led by Arielle Zuckerberg, distinguishes itself by targeting "magically weird" founders characterized by the "Ris and Tis" balance of magnetic charisma and neurodivergent intensity. The firm deploys up to $25 million in follow-on capital into top performers, prioritizing "adult frat" culture and founder-centric mentorship over standard thesis-driven views. While navigating a volatile AI market, Long Journey focuses on high-velocity deal sourcing through private networks to support non-traditional companies like Autopallet and Superpower.
- The Economist25 min
Wheels of justice: the ICC gets Duterte at last
Duterte, Jason Palmer, Aaron Connolly, John Joe Devlin, Cassio de Gea, Tobias Adielson, Charmec Elmi, Anne Rowe
The International Criminal Court successfully transferred former Philippine President Rodrigo Duterte to The Hague for trial on crimes against humanity related to his "war on drugs," a move enabled by a political rift between his family and President Ferdinand Marcos Jr. Concurrently, Sweden confronts an unprecedented surge in gang violence involving coordinated bombings and the recruitment of vulnerable minors, prompting legislative changes regarding wiretapping and intensified debate over immigration policies. In a separate development, celebrated apartheid-era playwright Athol Fugard passed away at age 92, leaving a literary legacy that chronicled the moral complexities of South African oppression and the enduring resilience of its people.
- a16z35 min
Vibe Coding is Here - How AI is Changing How We Build Online
Yoko Li, Justine Moore, Steph Smith
Popularized by Andrej Karpathy, "vibe coding" enables both non-technical users and engineers to rapidly deploy software through natural language prompts using AI agents integrated into IDEs or browser-based tools like Cursor and Bolt. This approach has triggered explosive market growth with startups such as Lovable and Bolt reporting $10 million to $20 million ARR within two months by democratizing development for the 99% of the population previously unable to build functional applications. While current limitations include context loss and a lack of automated verification, the sector is rapidly evolving toward value-based pricing and specialized interfaces that integrate visual design tools and the Model Context Protocol.
- Y Combinator38 min
Figma's Dylan Field: Exploring the idea maze, vibe coding, and the power of “locking in”
Co-founded by Dylan Field, Figma evolved from a series of early pivots into a dominant collaborative design platform that successfully integrated engineers and product managers alongside traditional designers. The company's trajectory was shaped by a user-driven roadmap that birthed features like FigJam and an internal culture of "Maker Weeks," which emphasized rapid iteration over long-term planning. Field's current strategy leverages AI strictly as a capability-enhancing tool to lower participation barriers while acknowledging its inability to replicate human judgment in complex design contexts.
- The Economist22 min
When the levy doesn’t break: a trade-war world adjusts
Rosie Bloor, Jason Palmer, Rachana Shanbhog, Owen Winter, Lane Green
Markets and investors are reacting to a shift in Donald Trump's protectionist agenda, characterized by broader steel and aluminum tariffs and a predicted trade war with Canada and Mexico that threatens to raise costs without boosting domestic production. Simultaneously, hard-right political parties in Europe have gained significant ground, now securing 24% of the continental vote and breaking post-war voting records in Germany, driven largely by economic insecurity and immigration anxieties. Complementing these geopolitical and economic shifts, new research by Michael Erard debunks cultural myths regarding the significance of first words and deathbed statements, reframing them as products of specific societal expectations and medical realities rather than universal truths.
- The Diary Of A CEO1h 51m
Secret To Living Without Fear & Anxiety Forever! Your Mind Can Heal Itself! - Dr. Joe Dispenza
This event synthesizes neuroscience and quantum field theories to demonstrate how transitioning from survival emotions to elevated states like gratitude can biologically dismantle chronic trauma and reprogram identity. Through collective practice in a one-week retreat setting, participants reportedly achieve physiological transformations, including altered gene expression, enhanced immune function, and a shift from high-beta to gamma brainwave states that surpass typical pharmaceutical success rates. The framework positions this biological reset as a pathway to "super consciousness," enabling the dissolution of the egoic past and the manifestation of a new reality through the synchronization of heart coherence and neural intention.
- Dwarkesh Patel1h 54m
Joseph Henrich — Humans defeated smarter species with cultural evolution
Joseph Henrich's research posits that human progress relies on a "collective brain" where cultural knowledge and institutional frameworks like the Roman Catholic Church's dissolution of kinship systems drove Europe's Industrial Revolution. This perspective reframes human history as a series of expansion-collapse cycles where population density, social interconnectedness, and the offloading of cognitive tasks into culture determine innovation rather than individual intelligence or genetic mutations. By contrasting stable but isolated societies with fragmented, mobile populations, the analysis highlights how institutional erosion and the forced integration of strangers create the conditions necessary for scientific and technological breakthroughs.
- Jane Street1h 0m
Finding Signal in the Noise: Machine Learning and the Markets with In Young Cho
Inyoung Cho details her transition from biology to Jane Street, where she now leads machine learning initiatives that leverage thousands of GPUs and terabytes of daily market data to navigate the anti-inductive nature of financial signals. Her presentation contrasts the firm's direct client trading model, which mitigates market impact through human interaction, with modern research pipelines that prioritize data discipline over model interpretability to prevent overfitting in high-frequency environments. Looking forward, Cho outlines how Jane Street is applying deep learning and foundation models to extract signals from multimodal data while refining internal tools through structured training that balances rapid exploration with robust production systems.
Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race
Niklas Östberg, Harry Stebbings
Delivery Hero CEO Max Osberg reflects on past strategic errors, including unsustainable overexpansion in Thailand and missed equity opportunities during the 2018-2019 peak, which contributed to significant capital losses and a subsequent 50% stock decline. The discussion outlines a shifted operational philosophy prioritizing unit economics and internal execution over market share expansion, alongside the successful integration of the Glovo acquisition despite initial accounting losses. Looking ahead, the company plans to leverage robotics and generative AI for efficiency while navigating a challenging European regulatory landscape to achieve long-term profitability across its global portfolio.
- The Economist25 min
Thirty-day trial? A Ukraine-ceasefire proposal
Jason Palmer, Rosie Bloor, Oliver Carroll, Shashank Joshi, Sophie Petter, Ainsley Johnston
Ukrainian officials accepted a US-brokered proposal for a reciprocal 30-day ceasefire and immediate negotiations to end the conflict, with Secretary of State Marco Rubio and National Security Advisor Michael Watts leading constructive bilateral talks that secured President Zelensky's public endorsement. While the agreement paves the way for resuming American military assistance, the final outcome remains contingent on Moscow's response to demands for Ukraine's neutrality and potential territorial concessions. Parallel to these diplomatic developments, a new longitudinal study using UK Biobank data identifies chronic loneliness as a primary predictor of early death, carrying a mortality risk equivalent to physical inactivity and outweighing genetic factors in overall longevity.
- Goldman Sachs20 min
How tariffs will impact the US economy
Goldman Sachs Chief U.S. Economist David Miracle, joined by host Alison Nathan in a March 10 *Exchanges* episode, revised the full-year effective tariff forecast upward to approximately 10 percentage points, driven by implementations on Canada, Mexico, and proposed auto duties. Consequently, the firm lowered its 2025 GDP growth outlook to 1.7% and raised the recession probability to 20%, while maintaining a Federal Reserve rate-cutting trajectory that diverges from market expectations due to elevated inflation near 3%. Although Miracle dismisses the current environment as true stagflation, he warns that expanded trade policy uncertainty poses a more severe risk to business investment and hiring than in 2019.
- Sequoia Capital54 min
How AI Breakout Harvey is Transforming Legal Services, with CEO Winston Weinberg
Winston Weinberg, Sonya Huang, Pat Grady
Founded in July 2022 by Winston Weinberg and Gabe, Harvey targets the $400 billion U.S. legal market by deploying specialized agentic workflows that prioritize citation accuracy over generic chat interfaces. The company differentiates itself through a hybrid revenue-share model and a rigorous technical architecture utilizing OpenAI's O-series models alongside proprietary process data to eliminate hallucinations in high-stakes legal tasks. By collaborating with top-tier law firms as design partners and transitioning toward automating commoditized work, Harvey aims to fundamentally shift industry economics from billable hours to fixed fees while expanding access to justice.
- Y Combinator8 min
GPT-4.5 = Big Model Energy | YC Decoded
OpenAI has released GPT-4.5, a significantly larger and more human-like model that surpasses its predecessor in emotional intelligence and creative fluency while facing higher costs and specific limitations in complex STEM reasoning. Market reception remains measured as benchmarks show incremental rather than revolutionary improvements, leading researchers to predict a future convergence of general and reasoning capabilities in the upcoming GPT-5 architecture. Simultaneously, YC is hosting a free AI Startup School in San Francisco featuring industry leaders such as Elon Musk, Sam Altman, and Satya Nadella to support emerging AI talent.
- The Economist23 min
Sects and balances: a violent flare-up in Syria
Jason Palmer, Rosie Bloor, Gareth Brown, Josh Roberts, Tim Cross
Following the December fall of Bashar al-Assad's regime, a violent insurrection led by a former Alawite military council has triggered widespread sectarian killings in Syria's coastal heartland, severely testing Ahmed al-Shara's new government as it struggles to control radical factions while racing against a thirty-day deadline to investigate atrocities. Simultaneously, a global financial pivot is occurring as soaring borrowing costs and maturing low-rate mortgages reverse the investment calculus that previously favored equities, compelling homeowners to prioritize debt repayment over market exposure. In the aerospace sector, Albedo Space is disrupting the market by deploying a commercial satellite constellation in Very Low Earth Orbit to deliver ten-centimeter resolution imagery at one-tenth the cost of military systems, aiming to democratize high-fidelity surveillance for both commercial and limited governmental applications.