Latest Interviews

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

Bill Maris, Chamath, Jason, Friedberg, Thomas, Sachs, Alex Komoroske

Former Google Ventures CEO Bill Mares has launched Section 32, a $150 million venture fund designed to capitalize on the mathematical advantages of smaller fund sizes by targeting high-growth infrastructure plays in the rapidly evolving AI sector. Drawing on his history of scaling Google's data center business and generating 4.1x returns at GV, Mares explicitly rejects non-financial metrics to outperform larger competitors that struggle with valuation inflation and return multiples. The strategy prioritizes early-stage deep tech and computational biology opportunities in markets where smaller capital pools can achieve top-decile performance without the structural inefficiencies plaguing billion-dollar funds.

Must Read Research: Bull & Bear, AI Infrastructure, Underdog and Housing Markets

Candice Browning, Michael Hartnett, Rafe Jadrosich

Recorded on June 8, 2026, this session analyzes a macroeconomic backdrop defined by $6 trillion in U.S. equity wealth gains alongside persistent inflation that has pushed nearly two-thirds of global central banks past their targets. The discussion details specific growth opportunities in hyperscale data center industrial catering, projected to reach $100 billion, and Underdog's expansion as a top-ranked social-first prediction market platform. Additionally, the briefing evaluates diverging housing sector trends, where affordability constraints have forced major builders to cut margins in key regions while luxury segments and remodel markets benefit from resilient high-income demand.

Making Trades in Microseconds and Nanoseconds

Dwarkesh Patel, Ron Minsky, Dan Pontecorvo

The event analyzes how trading systems segment operations across ultra-low, mid-range, and long-duration latency horizons to align decision complexity with hardware capabilities. It highlights the critical trade-off between intelligence and speed, demonstrating that sub-100-nanosecond regimes require FPGA-based simple logic while longer intervals support sophisticated models. The discussion concludes by outlining how competitive positioning relies on an ensemble approach that tailors decision-making processes to specific latency buckets.

Startup School is back!

YC Startup School functions as a high-impact incubator for smart, ambitious founders by exposing attendees to elite peers and high-profile experts like Fei-Fei Li and John Preskill. This immersive environment demystifies the Y Combinator application process while validating the attainability of entrepreneurship, a shift that often prompts participants to abandon traditional employment paths. Consequently, the program frequently serves as the primary catalyst for launching ventures, fundamentally altering the trajectory of those who attend.

Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"

Nikesh Arora, Chamath, Jason, Friedberg, Sarah, Dave, Shamad, Takeda, Jeff Weiner, Bill Hackman

Palo Alto Networks CEO Nikesh Arora celebrates an eight-year tenure marked by a $17 billion to $238 billion market capitalization surge while projecting a potential path to a $1 trillion valuation. Arora details how the company's AI system "Mythos" identified code vulnerabilities in six weeks that would normally take years, signaling a rapid industry shift where analytical SaaS becomes obsolete and infrastructure demand surges tenfold. Looking forward, the organization is pivoting its acquisition strategy toward high-margin operational efficiency and predicting that AI agents will replace traditional user interfaces and legacy software within five years.

Can the US-Iran ceasefire hold? | The Economist

Gregg Carlstrom, Rosie Blau

Iran violated a US-mediated ceasefire by launching ballistic missiles against Israel in response to unauthorized Israeli airstrikes in Lebanon, prompting immediate Israeli retaliation against Iranian military and industrial sites. While President Trump publicly rebuked Prime Minister Netanyahu for undermining the agreement, the US administration is simultaneously working to restrain further escalation without directly engaging in combat. This cycle of limited strikes and diplomatic maneuvering now tests the stability of the fragile truce, with the future of the peace deal hinging on Washington's ability to enforce strict limits on Israeli operations.

Leading Through Complexity: EY’s Janet Truncale on Leadership, AI, and the Modern Boardroom

Janet Truncale, Matt McClure

EY Global Chair Janet Troncalli is steering the firm's transformation into a tech-enabled professional services model that leverages AI for 400,000 employees across 150 countries while prioritizing a "humans at the center" approach. The organization is shifting toward co-source managed service partnerships and fostering a challenger culture to navigate geopolitical risks, evidenced by accelerated client capital deployment despite dampened M&A activity. This strategic pivot is underpinned by a unified global operating model, extensive AI training for the workforce, and a leadership framework designed to manage complex decision-making through alignment over consensus.

Payroll call

Sphia Salim, Zviya Salim, Aditya Abbas, Shruti Mishra, Alex Cohen, Mark Havana, Bruno Brasenia

The June 5th release of U.S. payroll data significantly surpassed consensus expectations with 120,000 private sector jobs added and upward revisions of 93,000, driven primarily by leisure, hospitality, and local government roles. This strength shifted risk distributions toward a hawkish stance for the Federal Reserve, yet strategists maintain that a June rate hike remains unlikely due to stable unemployment and wage growth, anticipating that Chair Jerome Powell will address inflation concerns at upcoming Senate testimony. Consequently, the dollar rallied against major currencies while two-year Treasury yields jumped over 10 basis points, though market pricing for pre-midterm rate increases may overestimate immediate policy action given lingering skepticism about Chair Powell's timeline.

The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z

Benedict Evans, Erik Torenberg

Benedict Evans analyzes the rapid transition of agentic coding into a definitive product-market fit, noting how massive CapEx investment by major tech firms is currently creating a disequilibrium between supply and demand. He argues that while foundation models may eventually become low-margin commodities akin to mobile infrastructure, the immediate future involves significant adoption challenges and a divergence between deep workflow integration and superficial usage. Ultimately, Evans suggests that AI will drive profound economic restructuring and invisible automation, though the primary financial value will likely accrue to application-layer companies rather than the model providers themselves.

Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel

Brad Gerstner, Gavin Baker, Kelly Rodriques, Chamath, Jason, Friedberg, Naval, Thomas Lafont, Keller

In Q1 2025, the private market established secondary trading as a primary exit mechanism for late-stage companies like Anduril and SpaceX, with employee transactions accounting for 31% of primary venture activity as shares shifted to a premium valuation. Institutional players such as Schwab and Vanguard are democratizing access through regulated interval funds, prompting a structural shift where venture capital firms actively manage capital recycling to return liquidity to limited partners. While panelists identify AI infrastructure and space logistics as key investment areas within a "parabolic" but fundamentally sound market, they also warn of emerging regulatory pressures and the risks of retail investors lacking the discipline to navigate cyclical drawdowns.

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

Andrew Feldman, Will Marshall

Cerebras Systems CEO Andrew Feldman and Planet Labs CEO Will Marshall project a transformative 2026 for Initial Public Offerings, driven by Cerebras' record-breaking debut and Planet's 10x post-IPO surge. Their discussion highlights the strategic convergence of artificial intelligence and space infrastructure, where declining launch costs and Wafer-Scale Engine technology promise to shift computing operations from Earth to orbital data centers. This market shift is redefining capital allocation for investors, positioning public listing and real-time satellite integration as critical catalysts for future trillion-dollar valuations in sectors ranging from agriculture to global security.

Miranda Kerr & Baby2Baby Co-CEOs Kelly Sawyer Patricof & Norah Weinstein | Global Conference 2026

Miranda Kerr, Kelly Sawyer Patricof, Norah Weinstein, Lisa Ling, Jory Rollins

Over fifteen years, Baby2Baby has scaled from a Los Angeles storefront to a national logistics network that has distributed half a billion essentials to 1.5 million children, while currently managing a critical gap where only 15% of the ten million children in need receive support. Leveraging a high-profile board of "Angel Moms" and strategic policy advocacy, the organization successfully lobbied for diaper tax reforms in twenty-four states and secured a federal maternal health partnership with the Biden White House. Facing a waitlist of eleven million requests, Baby2Baby is now launching a capital campaign to construct a new headquarters and expand its in-house manufacturing to bridge the supply shortage serving the remaining unreached families.

What SpaceX, OpenAI and Anthropic's IPOs mean for investors | The Economist

Joshua Roberts, Jason Palmer

SpaceX, OpenAI, and Anthropic are executing simultaneous "giga IPOs" projected to inject up to $4 trillion into the US stock market, driven by urgent capital needs and a strategic push to capitalize on AI-driven market euphoria. While index providers plan to rapidly integrate these valuations into benchmarks like the S&P 500 within days, analysts warn that high price-to-sales multiples and historical IPO underperformance trends suggest significant risks of price volatility and subsequent declines for early investors. This surge marks a structural shift where tech giants prioritize massive capital raising over shareholder returns, potentially reversing previous capital flows as firms speculate on future revenue streams like Mars colonization and space-based data centers.

Emergent: How Six Months of Tinkering Led To A $100M ARR Company

Mukund Jha, Jared Friedman

Emergent is an AI-driven platform founded by Dunzo alumni Mukund and Madhav that enables non-programmers to build and monetize functional software through natural language interaction. Operating with a 95% Bangalore-based engineering team, the company has scaled to an $100 million annual recurring revenue run rate and serves over 8.5 million users by leveraging a proprietary multi-agent architecture that ranks first on industry coding benchmarks. The platform distinguishes itself by focusing on end-to-end software execution rather than prototypes, having shipped over 10 million applications globally within its first nine months of operation.

Copper: AI Hype or Supply Squeeze?

Adam Crook, Tony Kim

A commodities strategist analyzes the divergence between gold's resilient safe-haven performance during the Iran conflict and the skepticism regarding its near-term upside caused by shifting macro rates. The trader assesses silver's limited upside potential due to its tight correlation with gold, while maintaining a neutral stance on copper despite AI-driven demand narratives that conflict with current global surplus levels. Finally, the outlook for aluminum projects a temporary physical deficit and price appreciation through summer before a surplus is expected to emerge following the resumption of Middle Eastern production later in the decade.