Latest Interviews
Showing 511–525 of 5,623 transcripts.
Clear all filters- Goldman Sachs37 min
The Business Builder: New Mountain Capital's Steve Klinsky
Steve Klinsky, the CEO of the $60 billion New Mountain Capital, established the firm in 2000 to pursue a "defensive growth" investment strategy focused on operational improvements within non-cyclical sectors like infrastructure and healthcare technology. Under his leadership, the firm has achieved significant milestones including the $8 billion expansion of supply chain software provider Blue Yonder and the creation of over $100 billion in enterprise value through private credit. Klinsky continues to drive the firm's integration of Generative AI to optimize portfolio margins while maintaining active philanthropic leadership through his Modern States Education Alliance and long-term vision for the private equity landscape.
- Y Combinator1 min
" It is very possible that the first people to live to a thousand are alive right now."
Technological accelerations in artificial intelligence and brain-computer interfaces are driving a paradigm shift where the first individuals capable of living to 1,000 years may already exist. By 2035, widespread AI accessibility and new lateral treatments will reframe the human condition despite market undervaluation and low public awareness. These advancements will fundamentally reconfigure human interaction by creating functional equivalents to direct brain-to-brain communication.
The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX)
Ben Miller, Benjamin Miller, Molly O'Shea
Fundrise's VCX fund has emerged as a novel public venture capital vehicle that democratized access to private tech assets by raising a $700 million valuation and attracting 100,000 investors. Within three days of its listing, the fund's shares appreciated to a $6.5 billion valuation, driven by a 193% weighted average growth in its portfolio which includes major holdings like Anthropic, Databricks, and OpenAI. By leveraging a direct network investing strategy and bypassing traditional fee structures, the fund positions itself as a primary capital bridge that challenges the collapsing IPO exit model while preparing for future expansion into larger check sizes.
- The Economist9 min
Peptides are not a miracle drug | The Economist
Natasha Loder, Tim Cross, Jason Palmer
Driven by high-profile endorsements and internet culture, the unregulated global market for peptides bypasses clinical trials to offer performance-enhancing substances riddled with purity risks and unknown long-term health effects. Regulatory bodies in the United States and United Kingdom are attempting to address this crisis through compounding pharmacy oversight and vendor crackdowns, yet enforcement struggles against the speed of online sales and social media promotion. Experts warn that without rigorous scientific validation, the current environment prioritizes profit and self-experimentation over the biological safety required to distinguish beneficial compounds from dangerous contaminants.
- Milken Institute30 min
Leading Through Volatility: Strategies for Agility and Resilience | Global Investors' Symposium 2026
Laura Deal Lacey, Rania Al-Mashat, Kenneth Gaw, Michael Smith, Kenny Ga
Panelists at a high-level economic forum analyze how a cascade of geopolitical shocks in early 2026, including US military interventions and strained alliances, has fundamentally altered the global investment landscape. Experts like Kenny Ga and Michael Smith detail a strategic pivot toward diversified "China plus one" industrial real estate, distressed corporate assets in Hong Kong, and infrastructure critical for AI resilience. The discussion concludes that future economic success relies on balancing rapid agility with strategic patience while navigating a multipolar technology environment where energy security and human capital define competitive advantage.
- Milken Institute46 min
What’s Next for China: The Master Plan for the New Economic Phase | Global Investors' Symposium 2026
Deborah Wong, Shenglin Ben, Chen Ding, David He, Angela Zhao, Ben Shenglin, Ding Chen
China's 15th Five-Year Plan prioritizes technology self-reliance and domestic consumption to position the nation as a global leader in AI and smart manufacturing by 2030, while projecting the service sector to reach 100 trillion yuan. Key growth engines include the healthcare and biomedicine industries driven by an aging population, alongside a surge in emotional consumption and local brand expansion among youth. Despite vulnerabilities in the semiconductor supply chain and financial sector, investors are increasingly allocating capital to ETFs and infrastructure projects that leverage China's manufacturing depth, low energy costs, and perceived geopolitical stability.
- The Economist9 min
Big Oil’s Iran windfall won't last | The Economist
Vijay Vaitheeswaran, Alice Fulwood, Ethan Wu
At the record-breaking CIRA Week conference convened by historian Daniel Yergin, global energy executives expressed immediate financial jubilation regarding windfall profits from high oil prices while grappling with severe geopolitical risks threatening the Strait of Hormuz. Key figures like ADNOC CEO Sultan Al-Jaber and General Mattis warned that disruptions to this critical choke point endanger not only crude shipments but also essential fertilizer supplies and semiconductor helium, creating potential global food and technology crises. Simultaneously, the assembly noted a strategic disconnect in US policy regarding the conflict and observed that current instability is accelerating a structural shift toward electric vehicles and clean energy in emerging economies to reduce reliance on volatile supply chains.
- All-In Podcast1h 20m
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Chamath, Jason, Friedberg, Sacks
President Trump has appointed David Sacks and Michael Kratios to co-chair the President's Council of Advisors on Science and Technology, directing a 15-member body to accelerate industrial policy in semiconductors, biotech, and AI while countering China's scientific surge. This appointment coincides with significant market shifts where Anthropic's aggressive enterprise growth challenges OpenAI's declining consumer dominance, prompting Sacks to critique regulatory capture strategies and advocate for parental responsibility over product liability in social media harms. Together, these developments signal a strategic pivot toward aligning government advisory structures with private sector "builders" to manage the transition from scientific discovery to industrial deployment.
- The Economist6 min
Christine Lagarde: “Europe-bashing is vastly excessive” | The Economist
Christine Lagarde, Zanny Minton Beddoes
Despite the European Union's historical success in preventing war, the bloc now faces severe economic stagnation relative to the United States, characterized by a widening GDP gap, declining competitiveness, and growing populist unrest. While former Prime Minister Mario Draghi proposed extensive reforms and external pressures from Donald Trump's administration further exposed European vulnerabilities, progress remains incremental rather than transformative. This deteriorating landscape forces a strategic reckoning as the EU attempts to leverage its superior healthcare and social stability while navigating increasing diplomatic hostility from the US.
- a16z50 min
What Tesla and SpaceX Teach Founders About Building Hardware | a16z
Erin Price-Wright, Chandler Luzsicza, Turner Caldwell
Chandler Lujitsa, former lead propulsion engineer for SpaceX's Starship, and Turner Caldwell, who built a billion-dollar lithium refinery at Tesla, founded Galadai and Mariana Minerals respectively to apply aerospace and automotive efficiency to defense and critical mineral supply chains. Both founders have operationalized flat organizations, aggressive scheduling, and factory-style manufacturing to solve industry-specific bottlenecks, such as underproducing missile systems and lacking software coordination in mining. Their ventures are currently targeting rapid scale-up through vertical integration strategies, autonomous robotics adoption, and aggressive hiring pipelines designed to sustain high-velocity execution in capital-constrained environments.
- Goldman Sachs20 min
Iran Conflict: How Long, and How Bad?
Sanam Vakil, Dennis Ross, Kevin Donegan, Alison Nathan
Entering its fourth week, the Iran conflict has evolved into a regime-survival struggle where Tehran seeks to spread costs widely while the U.S. military targets Iran's missile capabilities and nuclear program. Strategic deadlock persists over the Strait of Hormuz, as limited convoy operations can only restore roughly 20% of normal oil flows despite rehearsed allied defenses. Panelists conclude that resolving this locked-in scenario requires a mediated outcome, though recent political assassinations and the need to rebuild Iran's collapsed economy complicate any immediate return to pre-conflict stability.
Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office
Marc Andreessen, Ben Horowitz, Michel Del Buono, Molly O'Shea
Perennial, a multi-family office founded by Marc Andreessen and Ben Horowitz, serves a select group of principals and founders by employing professional investors rather than traditional service-oriented wealth managers. The firm addresses critical gaps in the wealth management industry, such as the misalignment of flat fee structures and the lack of tax optimization for high-tax jurisdictions, by offering customized asset allocation and in-house alternative investment teams. Through rigorous due diligence and strategic guidance on liquidity events like the potential SpaceX IPO, Perennial helps its clients navigate complex tax liabilities, diversify concentrated stock positions, and avoid the pitfalls of reinvesting directly into early-stage ventures without systematic analysis.
- Goldman Sachs10 min
“I’d Rather Be a Bond”
Goldman Sachs Asset Management projects two U.S. interest rate cuts this year, diverging from market expectations that favor holding rates steady through 2026, as the Federal Reserve focuses on core inflation and labor market stability despite an energy shock driven by the Iran conflict. This geopolitical tension has caused bond yields to expand by 50 to 175 basis points, creating attractive entry points for investors who favor fixed income over equities to capitalize on widened credit spreads and rising real yields. Upcoming policy decisions from the U.S. Federal Reserve, the Bank of Japan, the ECB, and the Bank of England in April are expected to clarify rate trajectories and alleviate current market volatility.
- Y Combinator1 min
Differences Between The Leading AI Models
Current AI models operate as specialized tools where Opus functions as a general workhorse, Codex excels in back-end debugging, and Gemini leads in front-end applications. Within three to six months, the market is expected to shift toward commoditization driven by converging model behaviors and narrowing gaps between open-source and proprietary options. Strategic success will therefore depend on building a user-centric layer that leverages these unique capabilities to optimize the customer journey rather than relying on raw model differentiation.
- All-In Podcast38 min
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
Bryan Johnson, David Friedberg
Brian Johnson reports that ingesting a high dose of 5-MeO-DMT induced a 48-hour session of total ego dissolution, effectively annihilating the brain's Default Mode Network to produce a profound metabolic reset and restored youthful neural connectivity. He interprets these neurological changes as a critical mechanism for anti-aging and psychological rejuvenation, complementing his broader longevity protocols that include mitochondrial transplantation, FoxO3 gene therapy, and personalized stem cell organoids. By framing psychedelics as essential tools for "psycho-flexibility" against rapid AI-driven change, Johnson aims to normalize these interventions while acknowledging the risks of unregulated use and the philosophical implications for personal identity.