Latest Interviews

Inside Opendoor HQ on Earnings Day (Office Tour + Live Stream)

Kaz Nejatian, Michael Judd, Molly O'Shea

Opendoor is reshaping its corporate identity under CEO Kaz Nejatian and former CEO Keith Raziani by adopting a militant "Open Army" culture and pioneering live, digital-first investor relations on platforms like Robinhood. This strategic pivot accompanies a technical overhaul where leadership prioritizes core stability over cosmetic improvements, resulting in a ten-week mortgage product launch and a hybrid design system strategy. By expanding from simple transactions into a comprehensive home-moving ecosystem, the company aims to empower average Americans through high transparency and merchant services that mimic Shopify's model.

Board Governance in 2026: AI Oversight, Activism, and Delaware’s Edge

Larry Cunningham, John F.W. Rogers

The University of Delaware's John L. Weinberg Center for Corporate Governance marked its 25th anniversary by unveiling the book *Boardroom Legacy*, which contextualizes John L. Weinberg's 1948 thesis on board stewardship through contributions from fifteen scholars and support from Goldman Sachs. Symposium speakers highlighted Weinberg's prescient advocacy for independent audit committees and CEO oversight while discussing modern governance challenges, including SEC Chair Paul Atkins' intent to reform shareholder proposal processes and the persistent market dominance of Delaware's legal infrastructure. Additionally, the event explored Warren Buffett's enduring influence on corporate succession planning and capital allocation strategies, cementing the center's role as a hub for bridging historical governance principles with contemporary regulatory and strategic realities.

Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian

Kaz Nejatian, Molly O'Shea, Tobi Lütke, Keith Rabois, Max Weber

CEO Kaz has fundamentally restructured OpenDoor by slashing external spending, enforcing a return to in-office work, and automating property assessments with AI to shift the company from a legacy real estate model to a high-efficiency technical entity. Operating with a $1 annual salary and an intensely hands-on board, Kaz is prioritizing long-term execution over short-term stock performance while replacing standard management with Y Combinator founders to instill a rigorous "founder mentality." This aggressive turnaround aims to stabilize the balance sheet and revolutionize the broken housing market, accepting significant short-term attrition to build a sustainable, high-alpha business.

A Conversation with BTG Chairman, André Esteves | Global Investors' Symposium São Paulo 2025

André Esteves, Christiane Pelajo, Cris

Global market volatility driven by US policy shifts and a K-shaped economic divergence has elevated Brazil's strategic position as a neutral food and data hub leveraging its clean energy matrix. While AI capital expenditures are reshaping the industrial landscape, the speaker projects Brazilian interest rates to fall from 15% to a 7–11% range provided the government implements a 2% of GDP fiscal adjustment to resolve macroeconomic contradictions. Ultimately, the nation's future prosperity hinges on replacing social aid with formal labor incentives and utilizing deep capital markets to fund infrastructure independent of external geopolitical luck.

Reimagining Mental Health: Innovation at the Intersection of Care & Techn | Future of Health 2025

Rhitu Chatterjee, Amir Inamdar, Patrick Joseph Kennedy, Vik Kheterpal, Upali Nanda, Viviane Poupon

A global summit convened by leaders including Amir Nandar, Patrick Kennedy, and Viviane Poupon addresses a $6 trillion economic burden caused by mental health conditions through integrated strategies spanning pharmaceutical innovation, digital equity, and architectural intervention. Participants highlighted breakthrough therapies like Cybin's CYP003, successful biophilic design projects that reduced medication usage by 30%, and digital monitoring initiatives that engaged 81% of bipolar patients to bridge the gap between chronic care and primary prevention. The gathering concluded with a unified call to reframe mental health as "brain health," urging policymakers to establish liability frameworks for AI and social media while leveraging public-private partnerships to scale accessible, preventative care models globally.

Has Putin pushed Russia’s economy too far? | The Economist

Putin, Arkady, Adam, Zannie, Al-Qadi

Russia has incurred approximately 1.2 million total casualties in a conflict where President Putin's reliance on a paid mercenary force drawn from rural areas prioritizes fiscal containment over social cohesion. This strategy has accelerated the country's transition into a war economy, creating a fiscal drag that has pushed the budget deficit to 2.6% of GDP while forcing the state to extract capital from investment and civilian living standards. Although an immediate macroeconomic collapse remains unlikely, experts warn that current recruitment incentives and resource diversion are eroding long-term state power by consuming future potential faster than it can be replaced.

The Infrastructure Imperative: Mobilizing Capital for a Resilient Economy | GIS São Paulo

Anya Prusa, Tufi Daher, Karen Fang, Laurent Fayollas, Michael Kelly, Tanya, Eliane

Industry leaders and institutional investors gathered to address the $2.1 trillion global clean energy finance landscape, emphasizing the critical need for stable public policies and de-risking instruments to unlock capital for projects ranging from Brazil's TransNordestina railway to Canada's $15 billion Growth Fund. The panel highlighted emerging technologies like advanced geothermal and carbon capture alongside the transformative potential of AI in grid optimization, while noting that demand-side behavior change and Indigenous legal reforms are essential drivers for scaling decarbonization efforts. Ultimately, the discussion concluded that achieving a balance between affordability, security, and sustainability requires overcoming geopolitical supply chain risks and shifting political focus toward concrete project execution in resource-rich but underfunded regions like Africa.

Opportunities in Sustainability: Voice of Global Investors | Global Investors' Symposium São Paulo

Patricia Torres, Clara Barby, Tony Lent, Jens Nielsen, Wolfgang Schwerdtle

A recent high-level forum brought together investors from GIC, the World Climate Foundation, and Just Climate to align capital strategies with Brazil's mandate to cut greenhouse gas emissions by 59% to 67% below 2005 levels by 2035, prioritizing land use and agriculture over traditional energy transition. Participants identified a maturing market where average deal sizes are rising to $30 million, yet emphasized that overcoming data gaps and currency risks requires innovative financial instruments like off-take guarantees and specialized intermediaries. The dialogue concluded with a unified call for asset owners to appoint dedicated NBS executives and reallocate 2–3% of assets by 2025 to support scalable nature-based solutions that bridge the gap between venture and infrastructure capital.

How to play chess like a grandmaster | The Economist

Jennifer Shahade, Alok Jha

This analysis positions chess as a rigorous framework for human cognition, illustrating how expert players balance intuitive pattern recognition with deliberative calculation across the game's three distinct phases. The discussion highlights how modern AI engines, which prioritize probabilistic outcomes over traditional material evaluation, have paradoxically driven human players toward more aggressive and creative styles rather than rendering the game obsolete. Ultimately, the enduring surge in chess popularity despite AI dominance serves as a resilient precedent for human adaptation in an increasingly automated landscape.

Finland’s president: are Europe and America’s interests still aligned?| The Economist

Alexander Stubb, Donald Trump, David Rennie

Recent US policy shifts driven by MAGA ideology and an "America First" pecking order have inflicted irreparable damage on transatlantic morale, despite maintaining strategic alignment on Arctic defense and containing Russian influence in Europe. While Finland has bolstered its self-reliant military with conscription and advanced weaponry, the alliance remains fragile due to lingering US control over critical assets like long-range missiles and Starlink capabilities. Bilateral cooperation continues through massive joint exercises in Northern Norway and Finnish acquisition plans, yet the relationship risks escalation if diplomatic off-ramps at venues like Davos fail to prevent trade wars or military threats over issues such as Greenland.

The New AI Trades

Ryan Hammond, Allison Nathan

In early 2026, software stocks suffered a 25% valuation collapse as forward earnings multiples compressed, while investors grappled with AI-driven disruption risks across sectors like legal and media. Simultaneously, five U.S. hyperscalers are projected to spend $660 billion on capital expenditures this year, a surge consuming 90% of their operating cash flows that has forced reduced buybacks and increased debt reliance. Amidst these headwinds, Goldman Sachs forecasts an S&P 500 recovery driven primarily by 12% fourth-quarter earnings growth and a market rotation toward cyclical sectors rather than AI-centric leaders.

99.9% of the internet is about to be AI?

Alex Blania, Molly O'Shea

World and Merge Labs have secured a direct $250 million partnership from OpenAI to simultaneously combat AI dominance by building a 37-million-user "Proof of Human" network and developing a high-bandwidth brain-computer interface through a new research division. Led by Alex Blania and featuring founding members from Caltech and Forrest Neurotech, the initiative aims to integrate biometric verification into major platforms within months while advancing minimally invasive neural technology with a 15-year consumer roadmap. These dual ventures utilize zero-knowledge cryptography and ultrasound-based sensors to create an anonymous, privacy-preserving ecosystem that generates revenue through network integration fees rather than data sales.

How to protect your investments from an AI bubble | The Economist

Joshua Roberts, Rosie Blau

Investor sentiment regarding artificial intelligence has shifted from optimism to apprehension as analysts draw parallels between current valuations and historical technology bubbles where share prices vastly outpaced earnings. While traditional hedges like bonds and gold have proven unreliable during recent market turbulence, experts highlight high-dividend and low-volatility equities as more effective defensive strategies. Ultimately, the prevailing consensus advises against timing exits during downturns, reinforcing a long-term "buy and hold" approach as the most robust method for navigating potential market corrections.

End of an Era A Conversation With NBA Great Kobe Bryant | Global Conference 2016

Kobe Bryant, Jim Gray

In a candid reflection on his 20-year career, Kobe Bryant explains that his retirement was driven by an internal desire to pivot to storytelling and media rather than physical decline, a decision made independent of team performance or his 60-point finale. Throughout the interview, he details an evolved leadership philosophy centered on "brutal honesty" and the "hero-villain" dynamic, while affirming his enduring mentorship bond with Michael Jordan and reconciled relationship with Shaquille O'Neal. Bryant concludes by urging athletes to cultivate passions outside of sports during their prime, highlighting his current focus on creating fantasy-infused narratives through his "Kobe, Inc." ventures to transform how sports stories are told.

Why OpenClaw Broke The Internet

OpenClaw distinguishes itself as a local AI agent that executes autonomously on user hardware with full permissions to interface directly with IoT devices and control physical environments. By leveraging comprehensive access to a user's entire local dataset, the system successfully reconstructed detailed historical narratives from forgotten files to deliver deep, unexpected insights. Unlike cloud-based competitors, this platform grants users granular control over their digital footprint while enabling direct interaction with tangible assets such as vehicles, appliances, and smart beds.