Latest Interviews
Showing 301–315 of 3,244 interview transcripts.
Clear all filters- All-In Podcast1h 31m
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Mamdani, Swalwell, Travis Kalanick, Jason, Friedberg, David Sacks, Chamath Palihapitiya
Speakers analyze the economic risks of New York City's proposed 3.9% luxury pied-à-terre tax and the intensifying rivalry between OpenAI and Anthropic as the latter surges to a $30B run rate. The discussion further details how populist backlash and regulatory hurdles are threatening data center expansion, forcing AI firms to pursue independent energy solutions like nuclear and solar power to overcome grid constraints. Finally, the hosts critique market overvaluation amidst geopolitical tensions, debating the scalability of AI enterprise revenue while noting urgent calls for major private companies like SpaceX to pursue initial public offerings.
- Milken Institute41 min
Conversation with KKR Co-Founders Henry Kravis and George Roberts | Global Conference 2025
Henry Kravis, George Roberts, Jason Kelly
Founded by Henry Kravis and George Roberts, KKR currently manages $664 billion in assets while deploying capital at a rate exceeding $30 billion annually, with a strategic focus on infrastructure and Asian markets. Co-CEOs Scott Nuttall and Joe Bay are driving a retailization strategy that has tripled the firm's alternative asset offerings to $21 billion, aiming to democratize private equity access for 401(k) investors. Amidst rising tariff concerns, the firm prioritizes linear capital deployment and global self-reliance trends, particularly in Europe and India, while maintaining a balanced portfolio structure distinct from real estate or highly leveraged ventures.
The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard
Public is pivoting from mass-market democratization to a "Level Up" strategy targeting the top 25% of US wealth holders to capitalize on the coming $85 trillion great wealth transfer. Co-CEOs Nico and Yannick are deploying an AI-driven "agentic brokerage" model that generates custom investment indices and automates full-service financial advising to disrupt traditional incumbents. Operating with a unique transatlantic leadership structure and $400 million in funding, the firm aims to monetize assets through compounding fees rather than predatory lending while preparing for a future where AI fundamentally reshapes wealth management.
- Goldman Sachs12 min
Chase or Fade the Rally?
In April 2026, global equity markets achieved record highs despite an energy crisis and geopolitical instability, driven by resilient corporate earnings fueled by AI capital expenditure and a record $4.8 trillion valuation in the U.S. tech sector. Strategist Bobby Malavi warns investors to fade the rally due to sensitivities regarding slower-than-anticipated rate cuts and Middle East risks, while recommending a "Halo" investment theme focused on undervalued hard assets and supply-chain-critical components. Although retail participation and corporate buybacks continue to underpin market floors, analysts anticipate Q1 earnings will serve as a critical litmus test to determine if the current supply shock environment will escalate into a broader demand shock.
- Milken Institute57 min
Leaders in Asset Management | Global Conference 2025
Michael Milken, Jonathan Gray, Marc Rowan
Over three decades, Blackstone and Apollo have evolved from niche funds into $1.2 trillion powerhouses by pivoting to private credit and emerging markets to fill financing gaps left by constrained banks. These leaders are reshaping the global economy by targeting non-investment grade borrowers and capitalizing on growth in India, Southeast Asia, and the Middle East while leveraging long-term ownership to drive wages and human capital initiatives. Looking ahead, both firms aim to dominate the shifting landscape of active asset management and full-service capital solutions, utilizing adaptive cultures and specialized technology to generate excess returns as public markets increasingly index.
- a16z33 min
Why Claude Feels Different (And What That Means for AI) | The a16z Show
Erik Torenberg, Anish Acharya, signüll
Signal argues that humanity faces an existential gap between accelerating technological velocity and spiritual maturity, necessitating a shift from basic chatbot interactions to autonomous AI agents that can dramatically reduce costs in education and healthcare. To address public skepticism about tech consolidation, he proposes granting consumers equity stakes in major AI firms while criticizing state-level regulations that hinder medical and financial access. Ultimately, Signal envisions an "ambient" AI layer integrated into daily life that fosters a positive-sum economic reality, driven by builders who prioritize intrinsic enjoyment over market forces.
- Goldman Sachs41 min
Apollo's Jim Zelter on the Future of Private Credit
Apollo Global Management, led by Jim Zelter, is strategically expanding its $970 billion asset base to finance a projected $5 trillion to $6 trillion capital expenditure surge driven by AI infrastructure and industrial reshoring. By leveraging its integrated insurance subsidiary Athene and $150 billion in recent investment-grade capital, the firm aims to dominate the $40 trillion private credit market with a focus on large-scale projects like the Intel semiconductor venture and Japanese corporate carve-outs. This approach seeks to capitalize on the shift from non-investment grade lending to massive investment-grade financing needs while maintaining disciplined risk management that prioritizes fundamental value over market noise.
- The Diary Of A CEO1h 40m
World's Leading Political Scientist: One Small Island Controls 90% Of Iran's Oil | Prof. Ian Bremmer
The global landscape is shifting as the United States retreats from its traditional geopolitical roles while China consolidates long-term dominance through critical mineral and technology strategies. Concurrently, instability in the Middle East is driving the formation of new defense blocs, and the emergence of high-risk artificial intelligence models is accelerating fears of systemic economic disruption and severe social inequality. Although Europe faces demographic and regulatory decline, the prevailing outlook suggests that human resilience and potential international cooperation will eventually mitigate these technological and political challenges.
- The Economist10 min
How close is Iran to having a nuclear weapon? | The Economist
Rafael Mariano Grossi, David Rennie
Following a 12-day military conflict that obscured the location of 440 kilograms of highly enriched uranium, the IAEA reports no evidence of systematic weapon production despite Iran's failure to account for nuclear material. Agency leadership rejects claims that military strikes or diplomatic promises can neutralize the threat, emphasizing that technical knowledge remains indelible and physical verification is the only viable path to ensuring peaceful compliance. The current geopolitical tension has significantly complicated access to Iranian facilities, leaving the international community without confirmation of whether the undisclosed uranium remains in inspected sites or has been diverted.
Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt
ExoWatt is developing a modular "solar backbone" called the ExaWatt P3 to provide dispatchable baseload power for AI data centers at a target cost of $0.01 per kilowatt-hour. The company utilizes Fresnel lenses to heat domestic materials to extreme temperatures, driving Stirling engines that eliminate reliance on imported minerals or unstable natural gas grids. Backed by $140 million from investors including Andreessen Horowitz and Sam Altman, ExoWatt currently holds a backlog exceeding 10 gigawatts while expanding its manufacturing and testing operations in Miami.
- The Economist8 min
Donald Trump’s blockade of the Strait of Hormuz is a dangerous gamble | The Economist
Donald Trump, Shashank Joshi, Rosie Blau
U.S. Central Command is implementing an economic blockade targeting all vessels transiting Iranian coastal waters to cripple Tehran's revenue and force negotiations on its nuclear program. This strategy risks triggering a global energy crisis with Brent crude projected to hit $150 per barrel if Iran retaliates by restricting neutral shipping in the Gulf of Oman. Analysts warn that the move may alienate key allies and ultimately fail, as Tehran appears prepared to outlast the U.S. administration amid approaching midterm elections.
- Goldman Sachs21 min
Why Aren’t Investors More Worried?
Dominic Wilson, Allison Nathan
Despite a sharp market reversal triggered by news of a potential U.S. blockade in the Strait of Hormuz, the S&P 500 has recovered toward pre-conflict levels as investors discount prolonged escalation risks in favor of a rapid negotiation timeline. Dominic Wilson highlights a critical divergence where equity markets price in economic tolerance while rates markets remain hawkish on inflation, prompting a strategic approach that combines selective long-risk exposure in technology and commodities with aggressive hedging against downside tail events. This cyclical strategy urges investors to capitalize on volatility-driven pullbacks by reinforcing core positions in favorable regions like Japan and Korea while maintaining protection against persistent energy supply disruptions.
- a16z29 min
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
This analysis details a critical transition where AI development is being constrained by US infrastructure deficits in energy and memory rather than software or hardware capacity alone. Experts highlight a market paradigm shift where software moats erode rapidly and venture capital pivots from application-layer bets toward rebuilding physical industrial assets. The discussion further connects these challenges to a convergence of cryptography and AI, emphasizing how blockchain will enable machine-to-machine economies while verifying human identity against deepfakes.
- The Economist6 min
How Hungary’s election result could change Europe | The Economist
Matt Steinglass, Rosie Blau, Viktor Orban, Peter Magyar, Vladimir Putin
Hungarian opposition leader Péter Márki-Zay led a historic coalition victory with a two-thirds parliamentary majority, ending 16 years of Viktor Orbán's Fidesz rule after a 77% voter turnout driven by rural discontent over corruption and Russia-aligned policies. The new administration has pledged to immediately unfreeze approximately €20 billion in EU aid and dismantle constitutional "poison pills" that previously allowed the former regime to block agendas, including court control. This pivotal shift secures a path for Hungary to align with European Union norms, removes obstacles to sanctions on Russia, and marks a significant setback for international national conservative populist movements.
- a16z54 min
Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Katherine Boyle, Sarah Wang, Jesse Genet
Former Y Combinator founder Jessie utilizes a fleet of eleven autonomous agents built on the Open-Claw framework to simultaneously manage a homeschooling household for four young children and develop advanced technical products. By adopting a "benevolent neglect" parenting strategy and delegating daily tasks to specialized software agents running on isolated Mac Minis, she successfully reverses typical trade-offs between deep tech work and active family engagement. This operational model demonstrates how non-technical founders can achieve a Cambrian explosion in personal capability, potentially reshaping future domestic economics by making remote, AI-driven parenthood viable without traditional startup pressures.