Latest Interviews
Showing 406–420 of 1,990 transcripts.
Clear all filters- Goldman Sachs7 min
Still Bullish on Big Tech
Peter Callahan, Mike Washington
In the second quarter, major technology companies surpassed market expectations by accelerating growth in e-commerce, cloud, and digital advertising, driven primarily by widespread artificial intelligence adoption. This momentum has coincided with rising capital expenditures on AI infrastructure, while analysts project a multi-year expansion cycle that remains resilient despite macroeconomic uncertainties regarding interest rates and tariffs. Although the current market rally is heavily concentrated in large-cap stocks, investors anticipate a potential catch-up trade in smaller-cap tech firms later in the year as inflation data and the Jackson Hole symposium provide new catalysts.
- Milken Institute1h 0m
Alpha Architects for Multi Asset Strategy | Global Conference 2025
Jared Carney, Khaled Al Shamlan, Ashley Baum, Jeb Bentley, Saira Malik, David Mihalick
Five senior investment leaders representing approximately $3 trillion in assets convened to discuss evolving portfolio strategies amidst rising asset correlations and the declining efficacy of the traditional 60-40 model. The panel emphasized a strategic shift toward alternative assets like infrastructure and private credit while highlighting that resilience and local information networks are critical for generating alpha during periods of volatility. By prioritizing downside protection, utilizing regime-based allocations, and leveraging internal management structures, the speakers outlined a roadmap for navigating current market dislocations and meeting long-term liability requirements.
- a16z37 min
Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future
A strategic proposal argues that the United States must pivot from a service-based economy to industrial dominance by leveraging embodied AI and robotics to compete with China, citing the historical success of the American System as a model for bootstrapping new manufacturing ecosystems. This transformation aims to resolve deep geographic and economic divides by replacing stagnation-driven populism with rapid productivity growth that lowers costs in essential services like healthcare and housing through deregulation and private-sector innovation. Ultimately, the initiative seeks to form a broad coalition of tech leaders and policymakers to build high-tech "alien dreadnought factories" that restore national security and revive the economic middle class in rural areas.
- Milken Institute54 min
What's Next for Oceans? | Global Conference 2025
Justin Worland, Josh Green, David Gruber, Rodrigo Prudencio, Wendy Schmidt
A high-stakes gathering of entrepreneurs, philanthropists, and policymakers highlights the urgent need to redirect global investment toward ocean conservation, noting that less than 1% of environmental philanthropy currently supports the $24 trillion economy the seas underpin. While Governor Josh Green's ban on deep-sea mining in Hawaii counters federal fast-tracking efforts, the event emphasizes how innovative financing models and private ventures are filling the void left by a 25-year low in government science funding. Ultimately, participants underscore that international cooperation is unprecedented as nations move to establish emissions restrictions and protect fragile deep-sea ecosystems that could take 162,000 years to recover from industrial exploitation.
- Milken Institute27 min
A Conversation with Former Prime Minister of the United Kingdom Tony Blair | Global Conference 2025
Former UK Prime Minister Tony Blair assesses the current global order as a destabilizing "shaking out" rather than a total collapse, highlighting geopolitical stress tests in trade, Ukraine, and the Middle East that demand immediate action. He argues that Europe must overcome its defense dependence on the U.S. while progressive parties regain relevance by adopting artificial intelligence to address economic stagnation and managing immigration through strict, lawful frameworks to counter populist appeal. Ultimately, Blair warns against prioritizing ideology over objective policy solutions, citing his record on child poverty and expressing optimism that long-term trends of rising prosperity and stability will guide the world through these complex crises.
- Milken Institute1h 0m
Powering Play: Leaders Defining the New Age of Gaming | Global Conference 2025
Andrea Rene, Drue Kataoka, Michael Metzger, Gregory Milken, Sean Shoptaw, Anna Sweet, Amanda Han, Kate Leahy, Carrie Nordlund, Michael Minazieri, Tamara Shapiro Ledley, Gregory Rubinstein
In Q1 2025, the gaming sector rebounded with $4.4 billion in M&A activity driven by strategic IP acquisitions from tech giants like Netflix and non-gaming entertainment firms seeking transmedia expansion. Simultaneously, AI tools are democratizing development by compressing production timelines and enabling solo creators to build billion-dollar franchises, though legal uncertainties regarding copyright remain a significant hurdle. Industry leaders predict that by 2030, gaming will subsume traditional media, with top global IPs originating from games and studio leadership increasingly defined by gaming expertise.
- Milken Institute59 min
Money, Access, and Scale: The Evolution of Financial Technology | Global Conference 2025
Nicole Valentine, Ashley Bell, Ladi Delano, Jalak Jobanputra, Matthew Oppenheimer, Trevor Traina, Matt Oppenheimer
Leading financial innovators including Remitly, Tools for Humanity, and Redemption Bank convened to address the global challenge of serving four billion underserved individuals through biometric identity verification and alternative credit scoring. These organizations are deploying digital assets and real-time data from sectors like ride-hailing to bypass traditional credit barriers, enabling fractional asset ownership and reducing remittance costs for emerging markets. With the recent institutional validation provided by Bitcoin ETFs, the industry is pivoting toward scalable, trust-based infrastructure that empowers credit-invisible populations via decentralized finance and impact-driven lending models.
- a16z38 min
The Future of AI Video: How Fal.ai is Making AI Video Faster & Easier
Burkay Gur, Batuhan Taskaya, Jennifer Li
This event details the strategic evolution of a company that pivoted from cloud infrastructure to a multi-cloud generative media marketplace in response to the 2021 GPU crunch and stable diffusion surge. The organization addresses volatile video model dynamics by deploying a proprietary orchestration architecture that manages tens of thousands of GPUs, enabling sub-second inference for fine-tuning and complex chained workflows. Looking ahead, the discussion projects 2025 as a critical tipping point where generative video shifts from single-step generation to enterprise-ready applications in advertising, gaming, and interactive product demonstrations.
- RAISE Summit17 min
Snyk CEO, Peter McKay: Building Securely in the AI Era
Snyk has pivoted from its roots as a developer security pioneer to an AI-first organization that launched an AI Trust Platform to secure the exponential growth of code generation vulnerabilities. By integrating guardrails into tools like GitHub Copilot and Cursor, the company leverages its decade of DevSecOps experience to automate vulnerability remediation and protect agentic systems for its 4,500 global customers. Backed by $400 million in cash reserves for strategic acquisitions, Snyk is aggressively executing an "AI SecOps" strategy to shift enterprise security from a reactive model to one where protection is built-in by default for a rapidly expanding universe of non-technical developers.
- Milken Institute1h 3m
How the Past and Present Will Shape Russia's Future | Global Conference 2025
Julia Ioffe, Eric Green, Pavel Khodorkovsky, Maria Snegovaya, Daniel Treisman, Leonid Volkov
Panelists projecting a five to twenty-year timeline for regime change emphasize that Russia's highly personalistic structure and emerging oligarch class will likely delay democratization until after Vladimir Putin's natural exit. Concurrently, the Russian economy has demonstrated surprising resilience through sanctions evasion and deepening ties with China, fostering a militarized society poised for prolonged attrition in Ukraine despite long-term stagnation risks. The discussion concludes that the post-Putin transition will likely result in a turbulent, non-democratic power struggle rather than an immediate liberal shift, while offering comparative lessons on the necessity of active civil society to safeguard democratic norms elsewhere.
- Y Combinator41 min
Scaling and the Road to Human-Level AI | Anthropic Co-founder Jared Kaplan
This event details how precise scaling laws governing pre-training and reinforcement learning enable predictable AI progress, with task horizons doubling every seven months to support long-term autonomous work. It highlights the launch of Claude 4, which introduces persistent memory and refined coding agents to facilitate complex, multi-day tasks while advocating for a strategic focus on "70% right" applications and greenfield domains like law and finance. The discussion concludes with a roadmap for shifting human-AI collaboration from supervisory oversight to full automation, driven by the expectation that incremental self-correction and hybrid training data will exponentially extend AI capabilities.
- RAISE Summit17 min
DDN President, Paul Bloch: AI is the Pivot -- Data is the Power
Paul Bloch, co-founder of DDN, outlined the emerging fifth industrial revolution at the Paris Race Summit, emphasizing that while Nvidia dominates training, the industry is rapidly pivoting toward massive inference farms and sovereign AI infrastructure across Europe. DDN addresses this shift by managing the critical data layer for AI factories scaling to hundreds of thousands of GPUs, with its new Infinia product demonstrating a 22x acceleration in time-to-result and significant cost savings for clients like XAI and Google. As European nations invest billions in data sovereignty and global competitors race to deploy million-GPU clusters, the summit highlighted that human expertise remains essential to stabilize these complex systems while accelerating deployment across healthcare, finance, and energy sectors.
- Milken Institute48 min
Toward a Flourishing Future | Global Conference 2025
Michael Milken, Sian Beilock, Jon Clifton, Francis Collins, Jenny Johnson
A multi-disciplinary panel convened to redefine leadership through the lens of human flourishing, contrasting stagnant global GDP metrics with critical declines in mental well-being, youth purpose, and social connection. Experts from Dartmouth, Gallup, and financial sectors outlined a roadmap integrating physical health, ethical education, and blockchain-enabled financial democratization to counter rising anxiety and workplace misery. The discussion concluded with a call to embed these flourishing dimensions into public policy, advocate for mandatory civic service, and utilize technology to dismantle barriers to economic opportunity.
- Milken Institute1h 1m
Sink or Swim: Corporate Strategies for Water Resilience | Global Conference 2025
Justin Worland, Pilar Cruz, Melissa Fifield, Kara Hurst
Representatives from Cargill, Amazon, and the BMO Climate Institute convened to address the $11 billion annual agricultural threat posed by drought and the critical need for corporate water resilience by 2050. These leaders outlined aggressive 2030 commitments to return more water than they consume, backed by investments in AI-driven irrigation, regenerative agriculture, and sustainability-linked financing mechanisms. The panel further emphasized a strategic shift toward co-creating solutions with farmers and utilizing data transparency to mitigate supply chain risks in an era of intensifying climate stress.
- Milken Institute1h 0m
Brand Strategy and Evolution: Navigating Innovation and Transformation | Global Conference 2025
Brian Sullivan, Adam Greenblatt, Marc Lore, Brieane Olson, David Zaslav
Warner Bros. Discovery, PacSun, and BetMGM redefined their market positions by prioritizing high-quality curation, co-creation with Gen Z, and premium live experiences over volume-based strategies. These industry leaders are transitioning toward hybrid models that blend digital accessibility with physical community engagement to foster deep emotional connections and combat brand commodification. Concurrently, broader media trends reflect a pivot toward shared, trusted storytelling and the strategic alignment of corporate identities with consumer-facing values.