Latest Interviews
Showing 31–45 of 5,623 transcripts.
Clear all filters- Milken Institute56 min
Inside the New Sports Economy: Innovation, Partnerships, & Global Expansion | Global Conference 2026
Jon Schwartz, David Abeles, Heather Brooks Karatz, Jeff Gordon, Ben Kennedy
NASCAR and golf leaders are redefining their industries through experiential festival models, massive digital gaming partnerships, and the strategic repurposing of venues for year-round mixed-use development. With new playoff formats and unique event locations like the upcoming San Diego military base race, the sports aim to capture first-time fans while leveraging simulation technology and female demographic data to drive engagement. Industry experts predict significant consolidation in golf by 2026 and emphasize that authentic values will remain essential for sustaining long-term revenue in an increasingly diverse and digital sports economy.
- Y Combinator49 min
Waymo Co-CEO Dmitri Dolgov: The Demo Is Only 1% Of The Work
Waymo has advanced its fully autonomous fleet to operate 500 weekly trips across 15 U.S. cities, achieving a safety record 17 times better than human drivers through a multimodal sensor architecture and a foundation model utilizing both fast geometric reactions and slow semantic reasoning. The company addresses the unique challenges of physical AI by integrating real-world data into a generative simulation ecosystem that creates rare edge cases for training, while its "Safety and Readiness Framework" rigorously validates performance to ensure public trust and regulatory compliance. Looking ahead, this structural augmentation and flywheel of agent, simulator, and critic data positions Waymo to expand its technology beyond personal vehicles into trucking and broader physical applications.
- Bank of America21 min
Understanding Today's Consumer: Holly O'Neill Interviews Sarah Tam of Rent the Runway
Bank of America President Holly O'Neill and Rent the Runway Chief Merchant Officer Sarah Tam convened to discuss building resilient, customer-first businesses by shifting from traditional ownership models to subscription-based access. Tam detailed how the company leverages real-time data and millions of customer signals to personalize the fashion experience and drive sustainability, while the partnership introduces exclusive rewards discounts for Rent the Runway members. The collaboration highlights a broader market evolution where leaders must transition from selling products to serving consumer needs for credibility, variety, and emotional connection.
- Sequoia Capital1 min
The Problem With Testing AI Architectures at Small Scale | Jerry Tworek, Core Automation
The event critiques the industry's conventional practice of validating model architectures on small datasets, arguing that this approach fails to capture the true potential of scalable systems. It specifically highlights that reinforcement learning models require a minimum threshold of compute to exhibit meaningful capabilities, suggesting that lower-scale testing often yields uninteresting results. Consequently, the organization advocates for a paradigm shift toward large-scale initial evaluations to ensure architectural research accurately reflects future performance.
Inside the Factory Behind Base Power's $1B Series D
Base Power recently secured a $1 billion Series D funding round led by Ribbit and JPMorgan Chase, establishing a $13 billion valuation to accelerate production of its high-capacity BaseCore home battery system. The vertically integrated manufacturer is scaling operations at its Austin facility to 4,000 units weekly, featuring a modular design that enables full-home backup power in under two hours per unit. This growth supports a strategic rollout of both direct consumer sales and utility partnership models across key regional markets as the company prepares to open a second factory near the Austin airport.
- The Diary Of A CEO1h 55m
Former US Secretary: We Needs To Reform Now, We’re Heading Towards A Catastrophe | Pete Buttigieg
Pete Buttigieg warns that the United States faces systemic collapse due to unchecked national debt, wealth inequality, and an electoral system that fuels polarization, urging immediate structural reforms including the abolition of the Electoral College and corporate personhood. He outlines a vision for 2028 where technological advancements like AI are regulated to prevent extreme wealth concentration while redefining social contracts through mechanisms like public dividends and shorter work weeks. Buttigieg also critiques current foreign policy failures in the Middle East and the lack of coherent exit strategies in conflicts with Iran, arguing that only deliberate, transparent leadership can restore trust and prevent democratic backsliding.
- The Economist9 min
Is billionaire wealth becoming more legitimate? | The Economist
Recent research distinguishes between "competitive wealth" derived from creating goods and services and "uncompetitive wealth" from natural resources or political favors, finding the former is expanding while the latter declines. This shift is driven by rapid consumer growth in China, strong market returns, and the mobile-first internet era, which has fueled self-made billionaires in sectors like entertainment and retail rather than just technology. Consequently, data indicates that effective tax rates for the wealthiest Americans are high and that aggressive wealth taxes on competitive entrepreneurs may incur greater economic costs than the benefits of curbing inequality.
- All-In Podcast2 min
Friedberg: NYC’s Socialist Grocery Stores Will Be Wildly Popular and a Marketing Tool for 2028
A speaker outlines a strategic model where a chain of discount grocery stores operates at an annual loss of $200 million to function as a subsidized vehicle for the Democratic Socialists of America. This approach leverages a social network effect to draw consumers across regions while framing the inevitable financial deficits as negligible investments relative to New York City's municipal budget. The strategy aims to accumulate significant political capital over the next 24 months, ultimately fueling a socialist wave that is projected to reshape the 2028 election cycle despite the stores' operational failures.
- All-In Podcast1 min
David Sacks: The Chip Stock Crash is Based on Momentum, NOT Fundamentals
A recent 10% Nasdaq correction was driven by the unwinding of highly leveraged momentum trades in AI and memory chip stocks, which suffered steeper 30% to 40% declines. Market observers distinguish this volatility from a fundamental bubble, noting that such fluctuations often accompany rapid price surges in sectors like those seen in South Korea. Despite the sharp pullback, the prevailing view remains that current capital expenditures in artificial intelligence will eventually generate returns.
- Bank of America21 min
Global Rates & FX Views: Central banks – the aftermath
Sphia Salim, Zviya Salim, Izumi Devalier, Agnieszka Ngerite, Bruno Brzezina
The Bank of Japan maintained a hawkish tone regarding inflation proximity while keeping the September rate hike on contingency, with strategists projecting a terminal rate of 1.75% by 2027 despite political headwinds. Meanwhile, the Bank of England split 6-3 to hold rates amidst balanced forward guidance, while the US Federal Reserve's lack of immediate action triggered a market reassessment that halved the probability of December hikes in favor of a potential September move. Across these major central banks, analysts note diverging paths where exchange rate sensitivity and QT impacts now play critical roles, all set against a backdrop of a potentially overvalued US 10-year yield and a US economy peaking in its reflationary phase.
- Bank of America24 min
Declining costs mean more rising rockets; launch costs key for space industrialization
This analysis details how the aerospace industry's pursuit of full reusability, led by SpaceX's Starship program, aims to slash launch costs from $1,000 to $100 per kilogram to unlock a lunar economy and orbital data centers. While engineering hurdles like thermal management in space remain solvable, this cost reduction is projected to catalyze exponential market growth in satellite broadband, in-orbit manufacturing, and national security surveillance. Ultimately, the sector's future viability hinges on overcoming reusability thresholds and resolving unresolved regulatory frameworks regarding lunar resources and orbital debris.
- Goldman Sachs11 min
Live Market Insights: Addressing Client Questions on the Mid-Year 2026 Outlook
Sharmin Mossavar-Rahmani, Matt Weir, Nicola Gifford
Analysts project a robust 2026 outlook for U.S. equities, forecasting S&P 500 earnings growth of approximately 17% driven by broad-based margin expansion and macroeconomic resilience following a transition to energy independence. Portfolio strategies reflect this optimism by maintaining U.S. allocations while adding targeted exposure to AI supply chain leaders in Korea and Taiwan, while explicitly advising against the high costs of systematic put option hedging. Future market dynamics will be shaped by the tension between hyperscalers deploying 100% of operating cash flow into AI capital expenditures and the counterbalancing force of $1.3 trillion in projected corporate share buybacks.
- Milken Institute1h 3m
Things That Will Blow Your Mind | Global Conference 2026
Richard Sandler, Ali Agha, Erin Blanton, Bentzion Levinson, Geoffrey von Maltzahn
This panel featured four innovators presenting distinct AI-driven solutions: Lila Sciences deployed autonomous laboratories to accelerate biotech and material discoveries, Field AI introduced hardware-agnostic robotics for extreme environments, Heaven Aerotech developed hydrogen-powered endurance drones for strategic defense, and Carbon Mapper utilized satellite spectrometry to identify and mitigate global methane super-emitters. Collectively, these breakthroughs demonstrate a shift from conversational AI to embodied, physical intelligence capable of operating 24/7 to solve critical challenges in labor shortages, climate change, and geopolitical security. The discussion concluded with a unified call for the West to reindustrialize and scale automation to prevent falling behind China's rapid advancements in scientific and military capabilities.
- Y Combinator31 min
Patrick Collison: Is AI Breaking the Lean Startup Playbook?
Patrick Collison shares his journey from dropping out of college twice to launching Stripe, emphasizing the critical role of retaining "cognitive L1 cache" over reliance on AI tools for deep reasoning. He highlights that while new business formation on Stripe has doubled and AI is accelerating revenue milestones, entrepreneurs should remain wary of decentralization fears and instead focus on solving visceral customer problems like legacy payment friction. Collison concludes by advising founders to build fundamental knowledge of first principles and to assess whether their chosen venture is a cause they are willing to pursue for decades.
- Sequoia Capital2 min
The Most Automated AI Lab Isn't Removing Humans | Jerry Tworek, Core Automation
Aiming to become the world's most autonomous laboratory, the organization is deploying AI-driven coding agents as foundational infrastructure to drastically accelerate research iteration and data gathering. Rather than adapting legacy structures to these tools, the company is building native workflows that prioritize human agency and allow individual researchers to scale their output through automation's force-multiplying effects. This strategic pivot transforms the research environment, enabling single agents to execute significantly larger volumes of work and test ideas with unprecedented speed.