Latest Interviews
Showing 301–315 of 9,926 transcripts.
Clear all filters- All-In Podcast1 min
David Sacks: The Chip Stock Crash is Based on Momentum, NOT Fundamentals
A recent 10% Nasdaq correction was driven by the unwinding of highly leveraged momentum trades in AI and memory chip stocks, which suffered steeper 30% to 40% declines. Market observers distinguish this volatility from a fundamental bubble, noting that such fluctuations often accompany rapid price surges in sectors like those seen in South Korea. Despite the sharp pullback, the prevailing view remains that current capital expenditures in artificial intelligence will eventually generate returns.
- Bank of America21 min
Global Rates & FX Views: Central banks – the aftermath
Sphia Salim, Zviya Salim, Izumi Devalier, Agnieszka Ngerite, Bruno Brzezina
The Bank of Japan maintained a hawkish tone regarding inflation proximity while keeping the September rate hike on contingency, with strategists projecting a terminal rate of 1.75% by 2027 despite political headwinds. Meanwhile, the Bank of England split 6-3 to hold rates amidst balanced forward guidance, while the US Federal Reserve's lack of immediate action triggered a market reassessment that halved the probability of December hikes in favor of a potential September move. Across these major central banks, analysts note diverging paths where exchange rate sensitivity and QT impacts now play critical roles, all set against a backdrop of a potentially overvalued US 10-year yield and a US economy peaking in its reflationary phase.
- Bank of America24 min
Declining costs mean more rising rockets; launch costs key for space industrialization
This analysis details how the aerospace industry's pursuit of full reusability, led by SpaceX's Starship program, aims to slash launch costs from $1,000 to $100 per kilogram to unlock a lunar economy and orbital data centers. While engineering hurdles like thermal management in space remain solvable, this cost reduction is projected to catalyze exponential market growth in satellite broadband, in-orbit manufacturing, and national security surveillance. Ultimately, the sector's future viability hinges on overcoming reusability thresholds and resolving unresolved regulatory frameworks regarding lunar resources and orbital debris.
- Goldman Sachs11 min
Live Market Insights: Addressing Client Questions on the Mid-Year 2026 Outlook
Sharmin Mossavar-Rahmani, Matt Weir, Nicola Gifford
Analysts project a robust 2026 outlook for U.S. equities, forecasting S&P 500 earnings growth of approximately 17% driven by broad-based margin expansion and macroeconomic resilience following a transition to energy independence. Portfolio strategies reflect this optimism by maintaining U.S. allocations while adding targeted exposure to AI supply chain leaders in Korea and Taiwan, while explicitly advising against the high costs of systematic put option hedging. Future market dynamics will be shaped by the tension between hyperscalers deploying 100% of operating cash flow into AI capital expenditures and the counterbalancing force of $1.3 trillion in projected corporate share buybacks.
- Milken Institute1h 3m
Things That Will Blow Your Mind | Global Conference 2026
Richard Sandler, Ali Agha, Erin Blanton, Bentzion Levinson, Geoffrey von Maltzahn
This panel featured four innovators presenting distinct AI-driven solutions: Lila Sciences deployed autonomous laboratories to accelerate biotech and material discoveries, Field AI introduced hardware-agnostic robotics for extreme environments, Heaven Aerotech developed hydrogen-powered endurance drones for strategic defense, and Carbon Mapper utilized satellite spectrometry to identify and mitigate global methane super-emitters. Collectively, these breakthroughs demonstrate a shift from conversational AI to embodied, physical intelligence capable of operating 24/7 to solve critical challenges in labor shortages, climate change, and geopolitical security. The discussion concluded with a unified call for the West to reindustrialize and scale automation to prevent falling behind China's rapid advancements in scientific and military capabilities.
- Y Combinator31 min
Patrick Collison: Is AI Breaking the Lean Startup Playbook?
Patrick Collison shares his journey from dropping out of college twice to launching Stripe, emphasizing the critical role of retaining "cognitive L1 cache" over reliance on AI tools for deep reasoning. He highlights that while new business formation on Stripe has doubled and AI is accelerating revenue milestones, entrepreneurs should remain wary of decentralization fears and instead focus on solving visceral customer problems like legacy payment friction. Collison concludes by advising founders to build fundamental knowledge of first principles and to assess whether their chosen venture is a cause they are willing to pursue for decades.
- Sequoia Capital2 min
The Most Automated AI Lab Isn't Removing Humans | Jerry Tworek, Core Automation
Aiming to become the world's most autonomous laboratory, the organization is deploying AI-driven coding agents as foundational infrastructure to drastically accelerate research iteration and data gathering. Rather than adapting legacy structures to these tools, the company is building native workflows that prioritize human agency and allow individual researchers to scale their output through automation's force-multiplying effects. This strategic pivot transforms the research environment, enabling single agents to execute significantly larger volumes of work and test ideas with unprecedented speed.
- The Economist6 min
What can Big Macs tell you about the global economy? | The Economist
Zanny Minton Beddoes, Edward Carr, Simon, Henry, Josh
Conceived by economics correspondent Pam Woodall, the Big Mac Index uses McDonald's standardized burger prices to gauge Purchasing Power Parity and identify currency misalignments across nations. While widely cited in academic research and occasionally utilized for long-term investment strategy, the metric remains largely symbolic for traders and has faced public rejection from countries like Taiwan that actively undervalue their currencies. Despite successes such as predicting the euro's initial overvaluation, the index cannot account for institutional confidence or central bank policies that frequently drive exchange rates away from theoretical PPP values.
- Milken Institute23 min
Conversation with CMS Administrator Mehmet Oz & HHS Chief Counselor Chris Klomp | Global Conference
Mehmet Oz, Chris Klomp, Esther Krofah
Under the strategic mandate "Making America Healthy Again," CMS Administrator Dr. Mehmet Oz and HHS leadership are overhauling the U.S. healthcare system by shifting from fee-for-service to value-based models that target upstream chronic disease prevention and address the nation's 27% unfilled prescription rate. The administration is enforcing strict integrity measures to eliminate $100 billion in annual fraud while simultaneously deploying AI to modernize legacy infrastructure and accelerate FDA drug approvals from 15 years to under five. These initiatives aim to align U.S. drug pricing with global "Most Favored Nation" standards and restore public trust in federal health agencies to counter competitive gaps with international rivals like China.
- a16z1h 20m
How Decagon Runs 90% of Its Agents on Open-Source Models
Sarah Wang, Kimberly Tan, Jesse Zhang, Ashwin Sreenivas
Decagon Labs challenges the prevailing 2026 narrative that AI agents will replace all software by establishing a dedicated "model factory" that prioritizes open-source fine-tuning over frontier models to achieve superior latency for voice interactions. The company differentiates its enterprise deployment through a "glass box" approach and its Duet Autopilot system, which automates the creation of agent procedures and reduces production timelines from years to months. Despite rapid international expansion and the lowering of technical barriers, Decagon contends that the primary constraint remains human talent acquisition while affirming that AI will drive new service demand rather than eliminating careers or rendering legacy SaaS obsolete.
AssemblyAI Now Handles 4x YouTube's Daily Volume
AssemblyAI has achieved explosive growth with weekly API conversations surging 800% to surpass 120 million voice interactions, driven by CEO Dylan Fox's infrastructure-focused strategy that supports over one million developers. The company distinguishes itself through advanced, context-aware voice models capable of real-time multi-language switching and noise filtering, while maintaining a lean, AI-native operational structure. Looking forward, leadership anticipates voice becoming a universal consumer interface within three years, though the industry must urgently address ethical transparency and on-device latency challenges to ensure trust.
- a16z59 min
“Every small business should run itself” | Lassie with a16z
Alex Rampell, Olivia Moore, Steijn Pelle, Frédéric Renken
Founders of Lassie address severe labor shortages in U.S. small businesses by developing autonomous AI agents that execute complex administrative workflows rather than merely digitizing data storage. Initially launched in the dental sector to replace 200 hours of monthly manual paperwork for practices like Dr. Kwan's, the platform utilizes a human-in-the-loop evolution to achieve 95% automation and targets a $1 billion market by selling labor savings instead of software licenses. This approach leverages regulatory shifts toward direct deposit and proprietary workflow ontologies to create a defensible moat against incumbents, with plans to expand into fully autonomous business operations across healthcare and other labor-constrained industries.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
Jensen, Jason Lemkin, Rory O'Driscoll, Harry Stebbings
Jensen Huang's public endorsement of an open weights manifesto has ignited a strategic realignment among component manufacturers to counterbalance the dominance of Anthropic and OpenAI, while simultaneously exposing tensions regarding regulatory capture and the security risks posed by autonomous AI agents. This shifting landscape is further complicated by substantial capital deployments, including Travis Kalanick's $1.7 billion raise for industrial robotics and Google's record revenue paired with investor anxiety over its negative free cash flow. Amidst these developments, market dynamics are becoming increasingly volatile as specialized chip startups challenge NVIDIA's infrastructure, legacy SaaS firms struggle with growth ceilings, and geopolitical concerns threaten to conflate open-source models with foreign-origin restrictions.
- RAISE Summit40 min
Architecting the Agentic Enterprise | Traversal, Kong, Pigment & Twelve Labs | RAISE 2026
Shubho Sengupta, Anish Agarwal, Carl Mattsson, Eleonore Crespo, Soyoung Lee, Cathy Gao
Moderated by Kathy Gao of Sapphire Ventures, this panel unites five founders to address the critical transition of AI agents from experimental proof-of-concepts to reliable, autonomous enterprise production in 2026. The discussion identifies key obstacles such as non-deterministic failure modes, security friction, and accountability gaps, while proposing strategies like deterministic output layers, structured human-in-the-loop oversight, and outcome-based pricing to ensure value delivery. By analyzing data showing that most current AI initiatives fail to impact EBITDA, the session outlines a roadmap for shifting investment from edge use cases to core business operations through proprietary data infrastructure and stable governance models.
- Y Combinator1h 16m
Kernels and Chips: Cursor, NVIDIA, and Meta Researchers on GPU Performance | YC Paper Club
Stuart Sul, John, Francois Chaubard, Jon Saad-Falcon, Mark Saroufim, Misha Smelyanskiy, Brennan Shacklett
The event synthesizes critical industry shifts toward specialized ASICs and disaggregated architectures that separate training and inference workloads to maximize intelligence per watt. Technical deep dives highlight breakthroughs in multi-GPU kernel optimization and local inference, demonstrating that consumer accelerators can now deliver nearly 90% of frontier model utility while reducing energy costs by 70%. These innovations collectively address systemic bottlenecks in network communication and latency, establishing a roadmap for distributed, cost-efficient AI ecosystems that minimize reliance on centralized cloud resources.