Latest Interviews
Showing 4096–4110 of 6,416 interview transcripts.
Clear all filters- Goldman Sachs31 min
A ‘Seismic’ Shift in Private Markets
Goldman Sachs co-president Mike Kester outlines a private market sector growing to $10 trillion that is undergoing a seismic shift toward individual investor participation while navigating a fundraising slowdown driven by the denominator effect. Despite regulatory pressures and a transition away from financial engineering toward active operational management, the industry continues to deliver consistent excess returns and is prioritizing sectors like infrastructure and life sciences. Kester projects that while capital raising will decelerate and valuation reporting standards will tighten, systemic risk remains low due to the pre-syndication of risk to long-term limited partners.
Tony Fadell: Product Marketing Lessons I Learned from Steve Jobs | 20VC #884
Tony Fadell, the creator of the iPod and iPhone, outlines his thirty-year product philosophy by contrasting the risks of data-driven rigidity with the necessity of human opinion in his book *Build*. Through detailed case studies like the Nest screwdriver and the Philips color screen failure, he demonstrates how prioritizing emotional connection and unboxing experiences over short-term metrics drives long-term brand success. The event concludes with Fadell launching his "Build Climate Fund," dedicated to reinvesting book proceeds to mentor the next generation of climate-focused entrepreneurs.
- The Diary Of A CEO1h 19m
How I Taught Millions Of Women The Most Important Skill: Girls Who Code Founder: Reshma Saujani
Reshma Saujani, Stephen Bartlett
Reshma Sundaram, former CEO of Girls Who Code and author of *Pay Up*, chronicles her evolution from a survivor of severe racial trauma and a debt-burdened lawyer into a systemic advocate for working mothers and structural gender equality. She details the failure of individualistic "girl boss" narratives to address the childcare deficits exacerbated by the pandemic, proposing a "Marshall Plan for Moms" that includes mandatory paternal leave and employer-subsidized reproductive healthcare. Drawing on her personal journey of navigating political setbacks and health crises, Sundaram now prioritizes collective action to dismantle the cultural and economic barriers that drive millions of women out of the workforce.
- Lex Fridman1h 42m
Jonathan Haidt: The Case Against Social Media | Lex Fridman Podcast #291
Jonathan Haidt identifies a global mental health crisis among adolescents, arguing that preteens are biologically unprepared for social media exposure, which displaces essential free play and drives spikes in depression and self-harm. Beyond individual harm, he contends that the attention economy's algorithmic architecture fragments shared reality and fuels democratic dysfunction, necessitating regulatory interventions such as raising the minimum age for platform access to 16 or 18. While endorsing specific reforms like human authentication to curb misinformation, Haidt warns that without structural changes to the business model or enforced age limits, society faces escalating risks of severe internal polarization and civil conflict.
- All-In Podcast29 min
#AIS: Opening chat with Miami Mayor Francis Suarez
Francis Suarez, Yung Spielburg, Calacanis, Friedberg, Henry Belcaster, Dylan Jardon, TheZachEffect, Chamath Palihapitiya, David Sacks
The "All-In" podcast hosts reunited in Miami for an in-person episode that featured Mayor Francis Suarez detailing the city's aggressive economic strategy, which leverages low taxes and cryptocurrency adoption to cut homelessness by 90% and reduce homicide rates by 63%. During the broadcast, the hosts also apologized for previous interpersonal tensions and engaged in extensive banter while critiquing San Francisco's leadership as Suarez outlined a vision to overtake the former tech capital in venture capital volume within two years. The discussion concluded with broader geopolitical analysis and speculation regarding Suarez's potential 2032 presidential run, framing the city's growth as part of a larger national shift from industrial to digital dominance.
- Goldman Sachs31 min
Jon Moeller, President/CEO of Procter & Gamble
New CEO John Moeller is leading Procter & Gamble through a strategic restructuring that decentralizes decision-making into focused markets while redefining sustainability as a core driver of innovation rather than a compliance obligation. The company is addressing permanent macroeconomic shifts by overhauling its supply chain to achieve "Supply 3.0" and committing to net-zero emissions by 2040 through open-source recycling technologies and optimized packaging. These operational changes have already accelerated U.S. growth rates to 8%, restored double-digit performance in China, and eliminated widespread regional profitability losses across the global portfolio.
- The Diary Of A CEO1h 26m
Strava Founder: How I Motivated 100 Million People To Stay Active: Michael Horvath | E148
Michael Horvath, Stephen Bartlett
Strava CEO Michael Horvath steers the platform, which now boasts 99 million registered athletes, by grounding its 100-year strategy in values that prioritize balance and community over rapid exits. Following a personal crisis and a 2019 financial turnaround marked by strategic layoffs and a pivot to subscriptions, Horvath has expanded the company's workforce globally while navigating post-pandemic hybrid work models. Ultimately, the narrative emphasizes how Horvath's formative experiences with displacement and grief shaped a leadership philosophy that separates corporate identity from personal well-being to ensure sustainable organizational health.
- Goldman Sachs25 min
What’s Behind the Tech Sell-Off?
Brook Dane, Peter Callahan, Allison Nathan
Following a valuation correction comparable to the 2000 dot-com bust, the technology sector is undergoing a cyclical retrenchment driven by structurally higher interest rates that have compressed multiples for software and semiconductor stocks. While hedge funds have de-leveraged and capital flows have reversed, institutional buyers like Goldman Sachs are accumulating assets at five-to-seven-year lows, targeting resilient sub-sectors such as cybersecurity and AI-driven semiconductors. This strategic repositioning anticipates a market recovery in 2023 and beyond as inflation falls and management teams align operations with a normalized macroeconomic environment.
- Goldman Sachs18 min
Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto
Representing over $26 trillion in global assets, the insurance sector leverages its stable, long-duration capital structure to navigate rising inflation and recession fears while shifting allocations toward private markets and inflation hedges. The 11th edition of the 2022 industry survey, reflecting responses from entities managing half of the global market, highlights emerging crypto adoption, divergent regional ESG strategies, and a focus on solvency amid geopolitical instability. These strategic adjustments aim to capitalize on higher reinvestment yields and lower entry points, ultimately seeking to enhance savings product returns and stabilize future premium rates.
Keith Rabois: The End of Woke Capitalism; Time Allocation Tips; Silicon Valley vs Miami | 20VC #891
Keith Rabois, Mike Moritz, Vinod Khosla
Venture capital insights differentiate early-stage "art-like" investments from later-stage "greater fool" dynamics, emphasizing that multi-stage funds like Founders Fund can sustain contrarian strategies while single-tranche investors must rely on derivative consensus for future funding. The discussion highlights shifting market conditions where in-person collaboration is prioritized over remote work, and geographic capital is migrating away from Silicon Valley toward hubs like New York and Miami due to safety and network concerns. Key financial takeaways include the necessity of focusing time only on high-leverage winners, avoiding reliance on public market comparables for early ventures, and recognizing that valuation cycles are driven primarily by inflation and interest rate environments.
- Lex Fridman2h 12m
Dan Reynolds: Imagine Dragons | Lex Fridman Podcast #290
Singer-songwriter and musician Ben Reynolds discusses his unique creative philosophy of treating songwriting as a simultaneous "soundscape" construction alongside his transition into game development using C#. He details the profound impact of his mental health journey, including a faith crisis and ayahuasca experience, on his artistic authenticity and advocacy for mental wellness within the music industry. Reynolds further explores the psychological toll of fame, advising emerging artists to balance necessary self-doubt with self-forgiveness while maintaining a humble, non-judgmental perspective on truth and human complexity.
- All-In Podcast40 min
#AIS: FiveThirtyEight's Nate Silver on how gamblers think
Nate Silver, Chamath, Calacanis, Friedberg, Zach
FiveThirtyEight Editor-in-Chief Nate Silver explores the intersection of gambling, venture capital, and risk management in an in-progress book featuring insights from elite poker players and founders. The work analyzes how high-stakes decision-makers leverage probabilistic thinking, structured processes, and disciplined intuition to navigate uncertainty and extract value in volatile environments. Beyond his research, Silver addresses critical political challenges, including the risks of constitutional crisis in the 2024 election and the broader societal impacts of polarization on government capacity.
- The Diary Of A CEO1h 3m
FBI’s Top Hostage Negotiator: The Art Of Negotiating To Get Whatever You Want: Chris Voss | E147
Former FBI lead hostage negotiator Chris Voss details his unconventional path from a career-altering knee injury to mastering high-stakes crisis management through specific psychological tactics and vocal techniques. The discussion outlines how Voss leverages neuroscience-driven strategies like labeling emotions, the "mirror" technique, and the "that's right" epiphany to shift adversarial confrontations into collaborative problem-solving. These methods, refined through cases such as the Burnham Sabalo tragedy and applied globally via the Black Swan Group, have been validated by the widespread success of his book *Never Split the Difference* and his coaching firm.
- All-In Podcast32 min
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
Adena Hefets, Chamath, Calacanis, Friedberg, Adina
Divi Homes addresses the stark wealth inequality driven by asset appreciation and restrictive lending standards by offering a non-traditional homeownership model that allows customers with limited down payments to build equity. Operating across sixteen major markets with a customer base comprising 50% people of color and 80% female-led households, the company has achieved a 51% purchase success rate among participants who complete its three-year term. Funded by a recent $200 million Series investment from Tiger Global, Divi projects a path to profitability with an all-in margin near 25% while navigating a supply-constrained housing market.
Aydin Senkut: How I Scaled from a $4M Angel Fund to $900M AUM | 20VC #890
Founded by former Google executive Aydin Ocalle after facing rejection from traditional firms, Felicis Ventures evolved from a $41 million seed fund into a $900 million global entity that prioritizes investing in high-quality companies over optimizing for initial valuation or ownership percentage. Operating under a "success with empathy" culture, the firm differentiates itself by accepting smaller initial checks to secure positions in top-tier ventures before doubling down, while deliberately mitigating market volatility through vintage and geographic diversification. Ocalle continues to shape the firm's strategy by focusing on critical sectors like climate technology and advocating for rigorous decision-making processes that navigate the tension between late-stage market inflation and the need for early-stage conviction.