Latest Interviews
Showing 316–330 of 9,926 transcripts.
Clear all filters- Milken Institute41 min
Investing in Economic Mobility: Building a Path to Opportunity | Global Conference 2026
Michael Milken, Ted Cruz, Brad Gerstner, Kevin Hassett
The "Invest America Act" mandates the automatic creation of direct-ownership investment accounts for millions of children, a program championed by Senator Ted Cruz and economists like Kevin Hassett as a vehicle for "Opportunity Conservatism" rather than government redistribution. Supported by massive private philanthropy from figures such as the Dells and Ray Dalio, the initiative allows tax-free annual contributions up to $5,000 with projected account values reaching $700,000 by age 35. By targeting the bottom of the income distribution, the White House aims to cultivate a nationwide constituency of young investors while driving a political shift toward expanding personal capital ownership beyond current eligibility thresholds.
- Y Combinator32 min
Alexandr Wang: “This is a Once-in-a-Civilization Opportunity”
Alexander Wang discusses his journey from founding Scale AI to leading Meta's Frontier Lab, where he is developing the Muse Spark model to deliver frontier-level AI capabilities at a fraction of the cost. He argues that the immediate future of the industry will be defined by agentic looping and the orchestration of autonomous agents rather than raw model size, predicting a massive expansion in global GDP driven by these technologies. Wang concludes by advising founders to build independent convictions based on first principles while emphasizing that systematic thinking and vision are becoming the scarce resources in an era of abundant computational intelligence.
- Goldman Sachs24 min
Arun Gupta on Bringing Silicon Valley’s Spirit to Public Service
Noble Reach establishes a "community of dual citizens" by placing private-sector innovators into 2-3 year federal rotations to address critical generational talent gaps within US government technology sectors. Supported by strategic partners like Goldman Sachs, the organization deploys scholars to solve complex problems in state, local, and federal agencies while leveraging bipartisan mentorship and technical training to decouple public service from political ideology. This "residency match" model aims to foster long-term career resilience and global competitiveness against adversaries practicing civil-military fusion, ultimately validating public service as both altruistic and professionally advantageous.
Lumentum CEO: How Lasers Are Transforming AI Data Centers
Michael Hurlston, Tony Kim, Molly O'Shea
Under CEO Michael Hurlston, Lumentum has transformed from a diversified manufacturer into a pure-play data center optical leader, tripling revenue and driving its stock price up to 12-fold by capitalizing on the industry's rapid shift from copper to fiber connectivity. This transition, necessitated by the physical limitations of copper in high-speed environments, is straining the specialized Indium Phosphide supply chain due to long lead times for dedicated fabrication facilities. Facing tens of millions in new hyperscaler orders, the company is simultaneously expanding into space-based internet infrastructure and navigating geopolitical dynamics that favor U.S. domestic suppliers over Chinese competitors.
- All-In Podcast1h 9m
The Robot Episode: Four Leaders on What's Coming
Dr. Péter Fankhauser, Bernt Børnich, Amanda McMaster, Jonathan Hurst, J-Cal
Leading robotics firms including Anybotics, Boston Dynamics, and Agility Robotics have collectively deployed over 1,000 specialized units globally to replace humans in hazardous industrial settings, prioritizing data sovereignty and ISO cybersecurity standards to avoid reliance on Chinese hardware. These companies are currently transitioning from pure detection to scalable autonomy through platform-based ecosystems and cost reductions, with humanoids targeting a $40,000 price point and quadrupeds enabling continuous 24-hour monitoring in extreme environments. While immediate returns focus on safety and leak prevention, the industry anticipates a hard take-off in manufacturing capabilities within a decade as foundational AI models enable complex, multi-arm manipulation without physical safety barriers.
- Sequoia Capital49 min
Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil
Jerry Tworek, Rohan Anil, Sonya Huang, Pat Grady
Founded by Jerry Liu and Rohan Ramachandran, Core Automation aims to replace static Transformer models with a new class of AI systems capable of continual, test-time learning. The organization is building an automated research lab designed to overcome architectural bottlenecks by developing hardware-efficient kernels and enabling models to autonomously optimize their own code. Success for the venture is defined by the system's ability to self-improve without human intervention, effectively extending the team's operations while bypassing the diminishing returns of current scaling methods.
- The Economist8 min
Why knowing the future doesn't always help predict markets | The Economist
Elm Wealth's study compared the performance of laypeople, artificial intelligence models, and professional macro traders by simulating 15 days of trading with perfect future news on historical market data. While professionals doubled their starting capital by dynamically adjusting leverage based on confidence, average human and AI participants barely broke even or lost their entire stake due to poor bet sizing. The findings highlight that successful investing relies more on capital allocation and risk management than on superior directional prediction accuracy.
- All-In Podcast1 min
The Incredible Deal Behind Darth Vader’s AI Voice
James Earl Jones' estate secured a comprehensive licensing agreement with Disney to utilize ElevenLabs technology for synthesizing the iconic "Darth Vader" voice, bypassing human impersonators for future applications. This agreement facilitated an interactive partnership with *Fortnite*, allowing players to summon the synthesized character as an ally once specific progression milestones are reached. Industry executives anticipate this initiative will accelerate a broader trend of franchising intellectual property likeness into immersive gaming modes across the sector.
- Goldman Sachs20 min
What the Surge in IPOs Means for Investors
Jay Ritter, Owen Lamont, Allison Nathan
Goldman Sachs Research reports that the U.S. IPO market reached record issuance levels in 2026 while maintaining average valuations that distinguish current activity from historical speculative bubbles. Analyst Jay Ritter and Owen Lamont offer diverging perspectives on this surge, with Ritter arguing deep capital markets can absorb new supply without overvaluation, whereas Lamont warns that a massive wave of issuance signals the early stages of a potential bubble. Both experts agree that structural shifts, including expanded private markets and industry consolidation, have permanently reduced the average annual IPO count to roughly 100, fundamentally altering the relationship between new listings and future market returns.
- 80,000 Hours2h 9m
We Read 100 Self-Help Books So You Don't Have To.
Luisa Rodriguez, Spencer Greenberg
In a survey of 60 to 110 effective altruists and high-impact workers, Spencer Greenberg and the 80,000 Hours team found that while few suffer from clinical disorders, most experience significant psychological challenges that hinder productivity. Greenberg outlines maladaptive behaviors like constant threat monitoring and identifies strategies such as "clean fuel" motivation, the Magic Dial exercise, and acceptance-based planning to sustain long-term effectiveness. The analysis concludes that prioritizing psychological sustainability through intrinsic values and preventative self-care is a strategic necessity rather than a selfish distraction for practitioners in existential risk and related fields.
- Bank of America8 min
Signals & Noise: July FOMC meeting: oil or nothing
At the July 27, 2026 FOMC meeting, Federal Reserve Chair Warsh is positioned to reject traditional forward guidance, creating a scenario where Bank of America forecasts a potential surprise rate hike despite market pricing of only a 35–40% probability. This decision may be driven by persistent inflation misses and resilient economic data, potentially prompting dissent votes from regional presidents Logan and Hammock in favor of tighter policy. Such a move would establish a new historical precedent by repricing rates forward while paradoxically flattening the yield curve and pushing long-term Treasury yields lower due to anticipated economic headwinds.
- a16z42 min
Fei-Fei Li is Solving the Hardest Problem in Robotics | World Labs with a16z
Fei-Fei Li, Martin Casado, Yunzhu Li
World Labs is acquiring Cynics to fuse its generative "Marble" spatial intelligence model with advanced robotics simulation, creating a scalable pipeline that replaces dangerous physical data collection with reliable digital environments. Led by CEO Fei-Fei Li alongside Cynics' leadership team, the merged entity will deploy this technology in semi-structured industrial settings to train multimodal "omni models" capable of counterfactual reasoning and efficient robot control. This strategic integration aims to validate a robust "real-to-sim-to-real" framework with early commercial customers before addressing the complexities of unstructured human environments.
- Y Combinator50 min
Blake Scholl: How 50 People Built a Supersonic Jet
Founded by Blake Scholl in 2014, Boom Supersonic successfully developed the XB-1, the first privately built jet to break the sound barrier, using a lean team and software-driven engineering to overcome decades of aviation stagnation. This historic flight directly catalyzed a shift in US federal policy, prompting an Executive Order that legalized supersonic flight over land and clearing the path for the upcoming Overture airliner. By vertically integrating manufacturing and creating revenue through ground-based engines, the company aims to double global travel speeds while eliminating the traditional sonic boom barrier.
- Y Combinator39 min
Sam Altman: "Never a Better Time to Do a Startup"
Sam Altman, Paul Graham, Garry Tan
Sam Altman and Y Combinator highlight an exponential shift in startup capabilities where coding agents reduce development time to mere seconds while hard tech representation in the portfolio surges to 25%. The organization positions itself as a decentralizing force to prevent single-entity control of AI power, explicitly rejecting the "live action role play" mindset in favor of heretical, high-conviction building. Altman warns of safety risks regarding surveillance and model concentration but maintains that widespread founder agency and distributed innovation will ultimately prevent economic collapse or catastrophic safety incidents.
- All-In Podcast1 min
Mark Cuban: AI is not going to take away 50% of the jobs.
The speaker argues that AI will not displace 50% of jobs due to inherent limitations in handling routine tasks, dismissing the idea of broad white-collar replacement as ridiculous without a specific programming mindset. They position the current era as the optimal time for entrepreneurship, citing high adoption rates in Brazil, India, France, and the U.S., while emphasizing that successful tool deployment requires users to develop this same technical perspective. Ultimately, the narrative frames AI as a powerful entrepreneurial lever rather than a job eliminator, contingent on the user's ability to bridge current functional gaps through structured thinking.