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  1. All-In Podcast1h 14m

    E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

    Chamath, Putin, Obama, Bill Ackman, Yamanaka, Jason, David Sacks, David Friedberg

    Investors David Friedberg, Jay Hogue, Bill Gurley, and Chamath Palihapitiya analyzed current market volatility, venture capital valuation mechanics, and geopolitical risks while debating the strategic separation of long-term investing from short-term trading. The panelists contrasted the structural disincentives for marking down portfolio companies with a consensus that supply chain disruptions, rather than interest rates, currently pose the primary threat to the US economy. Looking forward, the group identified opportunities in fundamentally strong growth stocks despite sector corrections, warned against NATO expansion escalating the Ukraine conflict, and predicted a rapid resolution to global supply bottlenecks alongside a paradigm shift in biotech age reversal research.

  2. Goldman Sachs25 min

    Is 2022 the endemic year?

    Jeffrey Shaman, Dr. Eric Topol, Allison Nathan

    Goldman Sachs Research frames the 2022 transition to endemicity against Omicron's rapid transmissibility and inflation-driven market shifts, while experts Jeffrey Shaman and Eric Topol analyze the variant's biological divergence from previous strains. The discussion highlights that Omicron's upper respiratory focus and robust vaccine-induced immunity have reduced severity, though evolutionary pressure does not guarantee future mildness or a predictable path to stabilization. The dialogue concludes by emphasizing Paxlovid's breakthrough efficacy as a stable treatment option and outlining the remaining hurdles of global vaccine equity and variant unpredictability before the virus can settle into a manageable seasonal pattern.

  3. Lex Fridman2h 17m

    Thomas Tull: From Batman Dark Knight Trilogy to AI and The Rolling Stones | Lex Fridman Podcast #259

    Thomas Tull, Lex Fridman, James Cameron, Warren Buffet

    Legendary Entertainment founder Thomas Tull pioneered a capital structure that fused long-term institutional funding with disciplined studio partnerships to produce blockbusters like *The Dark Knight* trilogy and *Jurassic World*. Beyond Hollywood, he extends this philosophy through Tolko Holdings to apply patient capital and AI to legacy industries, while pursuing high-impact ventures ranging from industrial reshoring to the scientific de-extinction of the woolly mammoth. Tull's career also reflects a unique synthesis of creative and entrepreneurial pursuits, spanning minority ownership of the Pittsburgh Steelers, professional musicianship with Ghost Hounds, and a personal investment framework grounded in Stoic resilience and intellectual honesty.

  4. 20VC with Harry Stebbings45 min

    Snowflake CEO Frank Slootman on How To Narrow The Focus and Increase The Quality | Full Interview

    Frank Slootman, Harry Stebbings

    CEO Frank Slootman advances a career strategy prioritizing company trajectory over individual merit, a philosophy that guided his impulsive 2019 transition to lead Snowflake during a period of organizational revitalization. His execution framework mandates extreme focus, rapid decision-making, and a rejection of traditional performance reviews in favor of high-conviction resource allocation and aggressive compensation calibration. Furthermore, Slootman advocates for hiring maladjusted yet empathetic talent while fostering a culture of rapid failure correction where leaders maintain high anxiety to ensure competitive vigilance and strategic autonomy.

  5. Goldman Sachs25 min

    As Rates Reprice and Stocks Sell Off, What’s Next?

    David Kostin, Jonathan Shugar, Allison Nathan

    Amidst a shift in market expectations toward four Federal Reserve rate hikes in 2022, a broad sell-off has disproportionately punished low-margin technology stocks while cyclicals like energy and materials outperformed. Goldman Sachs forecasts record corporate net margins of 12.5% and steady 8% growth driven by margin expansion, supported by $1.25 trillion in planned share buybacks and potential M&A activity. As institutional investors adopt more tactical hedging strategies, the primary market focus remains on whether corporations can successfully pass inflationary costs to consumers without volume degradation during the upcoming earnings season.

  6. The Diary Of A CEO1h 35m

    Fearne Cotton: THIS Is How To Build Confidence & Set Yourself Free | E116

    Fearne Cotton

    Former BBC Radio 1 presenter Fern Cotton left mainstream media after a decade of high-pressure performance triggered severe anxiety and depression, leading her to build a new career founded on radical authenticity. Her recent work, including the podcast *Happy Place* and the book *Bigger Than Us*, focuses on replacing industry validation with self-compassion and systemic challenges regarding gender and ambition. Cotton now advocates for prioritizing internal connection over external success metrics as she expands her mission into festivals and digital experiences designed to reduce societal disconnection.

  7. Lex Fridman2h 45m

    Yann LeCun: Dark Matter of Intelligence and Self-Supervised Learning | Lex Fridman Podcast #258

    Yann LeCun, Lex Fridman

    Yann LeCun proposes that self-supervised learning serves as the foundational mechanism for building world models, arguing that this approach mirrors human biological learning far more effectively than current data-hungry supervised methods. While progress in language has been substantial, the field faces significant technical hurdles in applying similar principles to high-dimensional vision, necessitating new architectures to handle uncertainty and causality. LeCun further contends that this paradigm shift is essential for achieving strong AI capable of solving complex scientific problems, though he warns that such capabilities may eventually require addressing the ethical implications of autonomous drives and the potential for machine suffering.

  8. 20VC with Harry Stebbings6 min

    Chris Sacca Talks About His Fears For Kids Today & What Kind of Job Everyone Should Work | 20VC

    Chris Sacca, Harry Stebbings, Crystal, Bill Gurley

    The speaker critiques the hyper-anxious pursuit of elite education and early specialization in youth as drivers of a generational decline in empathy and basic social etiquette. To counteract the monoculture within the technology sector, their organization exclusively hires candidates with backgrounds in service industry or manual labor to foster real-world perspective and humility. Ultimately, the presentation argues that systemic pressures are producing entitled individuals disconnected from the human condition, necessitating cultural shifts in both family prioritization and corporate hiring practices.

  9. Milken Institute30 min

    Building Community Wealth: How Can We Meet the Moment

    Margot Brandenburg, Natalie Foster, Shawn Wooden

    Ford Foundation host Margo Brandenburg facilitated a dialogue with Natalie Foster and Connecticut Treasurer Sean Wooden on utilizing community wealth strategies to address the widening racial and economic divide. Foster highlighted the Child Tax Credit's success in reducing child poverty while Wooden detailed Connecticut's pioneering Baby Bonds program as a model for closing the generational wealth gap through state-level innovation. The conversation further examined how public sector expansions of guaranteed income, social bonds, and anti-monopoly policies are reshaping labor markets and providing essential financial buffers during economic volatility.

  10. Milken Institute30 min

    A Conversation with Brian Deese, Director, White House National Economic Council

    Brian Deese, Dan Carol

    Following the American Rescue Plan, the U.S. achieved historic economic growth in 2021, with GDP expansion between 5% and 6% and a significant decline in child poverty and evictions. Now, the administration is leveraging these funds alongside the Bipartisan Infrastructure Law, led by Mitch Landrieu, to deploy 21st-century industrial strategies that address supply chain bottlenecks and accelerate private capital investment in clean energy. Despite current pressures from the Omicron variant and geopolitical instability, officials emphasize a "bottom-up" approach to sustain recovery while ensuring long-term climate resilience and regional equity.

  11. Milken Institute20 min

    A Conversation With Kathy Hochul, Governor of New York

    Kathy Hochul, Michael Piwowar, Richard Ravitch

    Governor Hochul is fortifying New York State's fiscal reserves against potential crises while rejecting tax hikes to stem the out-migration of high-net-worth individuals. Simultaneously, she is collaborating with New York City Mayor Adams on subway safety initiatives and advancing the delayed congestion pricing plan to secure MTA funding. Her administration also prioritized keeping schools open during the Omicron surge through widespread testing and is incentivizing the construction of 100,000 affordable housing units to address long-term economic stability.

  12. The Economist7 min

    China and Russia: MI6’s top concerns

    Richard Moore, shashank joshi

    MI6 Chief Richard Moore signaled a strategic realignment for the intelligence service by publicly prioritizing the challenge of China's rise, particularly its access to global data streams which threatens UK sovereignty and artificial intelligence development. Distinguishing this systemic digital threat from traditional Russian kinetic aggression, Moore outlined a dual-track approach to maintain cooperation on global issues while defending British values against authoritarian influence. Simultaneously, he addressed the Ukraine conflict, asserting that Russia's invasion would incur severe economic costs and that Ukraine is now better positioned to resist than in 2014.

  13. 20VC with Harry Stebbings1h 24m

    Chris Sacca's True Unfiltered Opinion on Facebook and Softbank | Full Interview

    Chris Sacca, Harry Stebbings, Crystal, Bill Gurley

    Venture capitalist Chris Saka transitions from early successes at Photo Bucket and Twitter to founding Lower Carbon, a climate tech firm targeting gigaton-scale decarbonization through fusion and industrial chemistry. His investment thesis prioritizes unit economics and diverse teams, while his management philosophy enforces rigorous hiring standards and conflict resolution techniques to avoid the pitfalls of sudden wealth. Saka further leverages the firm to support HBCUs and challenges industry norms by advocating for solar radiation management as a necessary emergency measure alongside long-term clean energy transitions.

  14. Goldman Sachs21 min

    Carlos Acosta, Director of the Birmingham Royal Ballet

    Carlos Acosta, Nishi Samaya

    Born into a working-class Cuban family, former principal dancer Carlos Acosta leveraged the state-sponsored arts program to become the first black principal dancer in *Swan Lake* at the Metropolitan Opera and the first black director of a major ballet company, the Birmingham Royal Ballet. Appointed in January 2020 amidst the onset of the pandemic, Acosta is currently executing strategic initiatives to elevate technical standards and diversify audiences through innovative productions like *Radio and Juliet*. His leadership focuses on dismantling industry exclusion by actively recruiting global talent and redefining classical dance's cultural relevance for younger generations.

  15. Y Combinator21 min

    Where Do Great Startup Ideas Come From? – Dalton Caldwell and Michael Seibel

    Dalton Caldwell, Michael Seibel

    This presentation analyzes how Airbnb, Coinbase, and Stripe succeeded by disrupting mature markets with superior solutions despite facing intense skepticism from investors regarding market viability, regulatory hurdles, and founder inexperience. Each case study highlights how founders leveraged direct personal pain points to identify critical flaws in existing competitors, ultimately overcoming initial rejections through contrarian product strategies and unexpected timing factors like the 2008 financial crisis. The discussion concludes that successful ventures often begin with grossly underestimated market sizes, expanding significantly as new use cases emerge beyond the founders' initial vision.