Latest Interviews
Showing 541–555 of 3,244 interview transcripts.
Clear all filters- Goldman Sachs22 min
AppLovin's Adam Foroughi: The Power of a Startup Mindset
AppLovin CEO Adam Farooqi leads the $200 billion mobile technology firm, which leverages a lean 400-person core team and advanced neural networks to dominate performance marketing and generate over $4 billion in annual EBITA. Following a near-total valuation collapse after its 2021 IPO, the company executed a strategic $5 billion share buyback program that restored over $100 billion in market value and drove stock prices to approximately $600 per share. Farooqi sustains this growth by enforcing a culture of extreme operational efficiency, mandatory AI integration for internal workflows, and direct personal oversight of all key hiring decisions.
Palmer Luckey on UFOs, Anduril, Invisibility Tech, & Moon Wars
Anduril Systems, led by Palmer Luckey, is redefining defense acquisition by self-funding rapid prototype development to secure the Air Force's first autonomous fighter, the Fury, while bypassing traditional contractors through capital-intensive manufacturing strategies. Despite media scrutiny over minor test failures, the company maintains its rigorous "test to failure" approach to ensure operational readiness and rejects adjustments to its certification processes. Concurrently, Luckey advances distinct theories regarding extraterrestrial origins for UAPs and outlines a vision for future space combat where fragility dictates swift, catastrophic outcomes, all supported by a portfolio extending from autonomous drones to advanced acoustic submarine tracking.
- Goldman Sachs27 min
Transforming Work Productivity with AI: Glean CEO Arvind Jain
Founded by Arvind Krishna to address enterprise productivity crises caused by fragmented knowledge, Glean has evolved from an internal search engine into an agentic AI platform that proactively executes business tasks while maintaining strict data security through permission-based access. The company is on track to facilitate one billion agent actions this year by leveraging a four-year head start in deep integration and specialized "thinking models" that minimize hallucinations. Krishna positions this technology as an augmentation tool designed to expand human potential and strategic capacity rather than replace teams, predicting that the majority of knowledge work will shift to proactive AI systems within five years.
- Goldman Sachs11 min
“We Like Bonds”
Goldman Sachs interprets recent U.S. labor data as a temporary distortion driven by the government shutdown, maintaining that the economy remains soft rather than collapsing while projecting only two Federal Reserve rate cuts throughout 2025. The firm advocates for an intermediate-duration bond strategy between two and five years to balance yield pickup against global term premium risks, avoiding the longer end of the curve despite tight corporate credit spreads. Market outcomes will likely pivot on whether AI-driven productivity achieves a disinflationary expansion or if a sharper labor deterioration prompts a more aggressive monetary response from the central bank.
- Goldman Sachs37 min
‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Scott Goodwin, Michael Brandmeier, John Lewinson
Diameter Capital leverages proprietary data analysis to navigate credit market stress, identifying distress in private credit and SaaS while capitalizing on undervalued opportunities in AI infrastructure and the X (Twitter) debt restructuring. Founded by Scott Goodwin and Jonathan Lewinson, the firm differentiates its strategy by bypassing traditional ratings to target unrated securities, a disciplined approach that generated significant returns on fiber and spectrum bets through active syndicate management with partners like Goldman Sachs. Looking ahead, the firm anticipates a prolonged AI microcycle and a gradual software sector correction, positioning its portfolio to acquire distressed assets as the market shifts from capital expenditure to actual adoption phases.
- a16z46 min
How AI Will Transform Fintech In 2026
The fintech industry has transitioned from a post-pandemic boom and subsequent winter to a 2025 recovery phase where companies like SoFi and Revolut are prioritizing profitability over hyper-growth. Key players such as Plaid have pivoted their strategic focus from account linking to building AI-driven data infrastructure while the sector confronts a paradox where artificial intelligence now drives an 18% annual rise in sophisticated fraud. Looking forward, investment momentum is shifting toward B2B software solutions and emerging markets, alongside a convergence of crypto assets into regulated traditional banking rails.
- Goldman Sachs9 min
2026 Outlook: The U.S. Is the Place to Be
Market analysts project a 2026 economic landscape characterized by moderating inflation and a terminal federal funds rate near 3% amid a moderate easing bias. While artificial intelligence investment drives corporate capital expenditure and shifts narratives toward enterprise adoption, equity markets remain resilient with no identified frothiness despite potential credit supply pressures. Strategic guidance for investors emphasizes avoiding recency bias while anticipating policy stability from tariff adjustments and a historically swift execution of administrative priorities.
Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA
Trae Stephens, Peter Thiel, Molly O'Shea, Sam
Founded in 2017 by Jack Altman and former Palantir executives, Anduril Industries has transformed from a Silicon Valley outlier into a leading defense contractor by applying a software-defined hardware model to multi-domain autonomous systems. The company is rapidly scaling production through its new Arsenal One manufacturing campus in Ohio and a hybrid supply chain strategy designed to secure U.S. magazine inventory advantages against strategic competitors. By integrating Just War Theory into its operations and rejecting traditional industry advisory practices, Anduril aims to re-industrialize American defense capabilities while attracting top talent from consumer technology sectors.
- a16z58 min
“How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Ben Horowitz, Garrett Langley, Erik Torenberg
Addressing the global staffing crisis driven by cultural backlash and lowered hiring standards, the discussion outlines a multi-pronged strategy combining debt-forgiveness recruitment, private-sector funding for AI-enabled surveillance, and targeted non-violent diversion programs. These initiatives, prominently tested in Las Vegas, have reportedly achieved over 90% murder clearance rates and a 75% reduction in officer-involved shootings by leveraging real-time data orchestration and community trust. The presentation concludes that prioritizing certain punishment and technological precision is essential to restore economic mobility and counter the rationalization of crime in communities where safety has eroded.
- Y Combinator12 min
How Intelligent Is AI, Really?
Diana Hu, Greg Kamradt, François Chollet
The ARC Prize Foundation, guided by François Chollet's definition of intelligence as efficient novelty, is advancing its benchmark through the upcoming interactive Arc AGI v3, which removes all textual instructions to test agent generalization via video game-like environments. Major industry players including OpenAI, xAI, Google, and Anthropic have adopted the benchmark as a standard metric, though the Foundation explicitly warns that high scores alone do not constitute AGI and emphasizes efficiency in data and energy consumption over simple accuracy. The organization maintains a rigorous stance that true artificial general intelligence will only be declared when systems demonstrate human-level adaptability and efficiency, immediately analyzing any system achieving perfect benchmark scores for potential overfitting rather than accepting them as a final milestone.
Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO
Matt Grimm, Palmer Luckey, Brian Schimpf, Trae Stephens, Molly O'Shea
Founded in 2017, Anduril has rapidly scaled to a global workforce of 7,000 employees operating across 35 offices to manufacture autonomous defense systems like the Ghost Shark submarine and Fury aerial vehicle. The company leverages an iterative R&D model and dedicated facilities in Rhode Island and Sydney to transition from rapid prototyping to mass production of AI-enabled battlefield ecosystems. Led by CEO Brian and co-founder Palmer Luckey, Anduril focuses on building a cohesive command network that integrates ground, air, and soldier-borne compute nodes to execute large-scale military contracts.
Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling
Anduril, now a $30 billion company employing 7,000 people, is capitalizing on a shifting global security landscape by deploying its Lattice software platform to manufacture autonomous systems at commercial scales for land, air, and sea domains. Through a meritocratic culture that rejects legacy cost-plus contracting, leadership prioritizes fixed-price deals and localized supply chains to accelerate the delivery of affordable, high-volume technologies like the "Ghost Shark" drone in Australia. With US procurement spending lagging behind historic defense needs, the firm is positioning itself as a primary engine for the international transition toward rapid industrial production and software-driven warfare.
Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens
Palmer Luckey, Brian Schimpf, Matt Grimm, Trae Stephens, Molly O'Shea
Anduril is rapidly scaling its autonomous defense capabilities through massive manufacturing expansions in Ohio and globally, driven by a strategic shift toward industrial speed and affordability over traditional technological edge. Key programs like the Fury autonomous fighter and Ghost Shark underwater vehicle demonstrate the company's ability to outpace legacy contractors such as Boeing and Lockheed Martin while addressing critical capability gaps for allies like Australia. By redefining the defense industry as a product-focused enterprise, the firm aims to transform the U.S. production base into a decisive wartime asset capable of mass-producing systems that integrate AI, optical camouflage, and distributed command structures.
- Milken Institute21 min
Conversation with UAE's Minister of State for AI & Digital Economy | Middle East & Africa Summit
Omar Sultan Al Olama, Dan Murphy
The UAE leverages an eight-year strategy and over 500 billion dirhams in investment to rank as a global leader in AI talent retention and deployment, recently securing U.S. authorization to export advanced NVIDIA chips for its massive "Stargate" infrastructure project. This initiative aims to eventually build a 5-gigawatt facility capable of producing 60 trillion AI tokens annually, distinguishing the nation's long-term approach from short-term market hype while explicitly prioritizing ethical frameworks to mitigate job displacement through targeted reskilling and retirement programs.
- The Economist14 min
Geothermal energy’s massive leap forward
Driven by artificial intelligence data center demand and hydraulic fracturing innovations, next-generation Enhanced Geothermal Systems are overcoming historical geological constraints to provide 24/7 firm power. Leading this expansion is Vervo, a startup backed by Bill Gates and Google that recently secured California's largest commercial power purchase contract to generate hundreds of megawatts by 2026. While the U.S. Department of Energy forecasts production exceeding current nuclear output by 2050, realizing this potential requires resolving regulatory complexities regarding seismic supervision and market valuation.