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  1. All-In Podcast1h 16m

    Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

    Travis Kalanick, Michael Dell, Friedberg, Brad Gerstner

    At the All-In Summit, Travis Kalanick officially ended the seven-year stealth phase of his new physical AI venture, Adams, by unveiling a platform that treats atoms like bits to revolutionize food production and mining automation. Concurrently, Michael Dell detailed the explosive growth of his AI infrastructure business and championed the bipartisan Invest America Act, a capital account initiative designed to seed $1,000 for every U.S. child to foster broad-based ownership. Both leaders emphasized a strategic pivot toward Texas as a pro-growth hub for industrial scaling while advocating for aggressive AI integration and open-source collaboration to drive future economic abundance.

  2. Y Combinator40 min

    AI Is Unlocking Millions Of New Builders

    Mukund, Madhav Jha

    Led by twins Mukund and Madhav Jar, Emergent is a YC Summer 2024-funded platform that empowers non-technical users to generate production-ready software through AI agents, having already built seven million apps across 190 countries. The company differentiates itself by utilizing a custom Kubernetes infrastructure and multi-agent architecture to solve the "it works on my machine" problem, while its core team achieved top-tier status on the SWE-bench benchmark within two months. By pivoting from automated testing to full-stack application development, Emergent has democratized software creation, allowing solopreneurs to launch functional products for thousands of dollars instead of the traditional half-million-dollar cost.

  3. Goldman Sachs28 min

    Europe’s Opportunity, AI, and Market Volatility with Goldman Sachs International's Co-CEOs

    Anthony Gutman, Kunal Shah, Allison Nathan

    Goldman Sachs navigates Middle East geopolitical instability while reinforcing its regional foothold through a new Riyadh wealth license and a $25 billion partnership with the Qatar Investment Authority. Strategically, the firm capitalizes on resilient Asian markets and European growth pockets in Spain and Poland, targeting infrastructure financing and private wealth expansion despite short-term currency volatility. Driven by robust corporate balance sheets and AI-fueled efficiency, leaders maintain a positive long-term economic outlook and anticipate continued M&A activity and capital market issuance as markets differentiate between structural trends and event-driven shocks.

  4. The Diary Of A CEO2h 3m

    Daniel Priestley: AI Will Make Plumbers Earn More Than Lawyers! (2029 PREDICTION)

    Daniel Priestley

    The analysis projects a near-future economic shift where AI disrupts white-collar professions while elevating the value of blue-collar trades, simultaneously triggering a predicted $650 billion data center infrastructure bubble slated for a 2029 financial collapse. Amidst these macroeconomic risks, the event outlines a strategic pivot toward small, defensible lifestyle businesses that leverage human connection and physical interaction to create moats against "AI slop" and algorithmic content saturation. Furthermore, it advocates for an entrepreneurial mindset centered on deep reflection, generalist skills, and the validation of real-world experiences to navigate a landscape where government intervention and potential UBI implementations may coexist with talent flight and systemic market distortions.

  5. Milken Institute51 min

    Advancing Economic Mobility | Future of Finance 2026

    Dan Carol, Anna-Lisa Miller, Shil Patel, Rob J. Shapiro, Marcus Shaw

    The event outlines a multi-pronged economic strategy combining newborn investment accounts, federal retirement matching for gig workers, and expanded worker ownership to address extreme wealth concentration. Key participants including Ownership Works and Alt Finance demonstrate how equity participation and HBCU talent pipelines generate significant returns for non-c-suite employees and underrepresented communities. By integrating these private sector innovations with policy proposals for mid-career retraining, the initiative aims to mitigate AI-driven displacement risks and secure broad-based long-term economic mobility for millions of Americans.

  6. All-In Podcast1h 20m

    Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

    Brad Gerstner, Howard Schultz, Jason Calacanis, David Sacks

    The discussion centers on a dual strategy of domestic wealth redistribution through direct child equity accounts and geopolitical risk management during a volatile conflict in the Middle East that spiked oil prices and inflation. Industry leaders debate the scalability of AI revenue, contrasting production-ready utility against experimental testing, while simultaneously analyzing how "doomerism" narratives and restrictive regulations threaten data center development and profitability. Finally, the program examines the economic consequences of state-level wealth taxes on migration patterns, warning of capital flight and budget shortfalls while advocating for deregulation as a superior alternative to asset seizure.

  7. The Economist8 min

    Is Russia the real winner from the war in Iran? | The Economist

    Zanny Minton Beddoes, Shashank, Greg, Ed

    A strategic assessment highlights Russia's improved economic resilience and reduced incentive for negotiations, while Gulf states face a binary choice between dealing with Iran or deepening US security ties at the cost of regional stability. The conflict simultaneously exposes critical US industrial limitations in interceptor stockpiles despite demonstrating superior technical execution, a dynamic that China interprets as evidence of American war fatigue. Consequently, these developments entrench Russia's position and accelerate Beijing's military modernization efforts focused on endurance and missile capabilities.

  8. a16z27 min

    Emil Michael: The Department of War Is Moving Faster Than Silicon Valley on AI | The a16z Show

    Emil Michael, David Ulevitch

    The Department of War has consolidated its strategic priorities to six key areas, designating artificial intelligence as the top focus to counter China's military build-up and address domestic supply chain vulnerabilities. To accelerate deployment, leadership reorganized the Chief Digital and AI Office under direct CTO oversight, shifting procurement toward firm fixed-price contracts and removing vendor-imposed restrictions that previously hindered kinetic operations. This reform agenda aims to replace legacy "peacetime speed" with a culture of rapid iteration, enabling the military to integrate commercial innovation while securing a self-reliant industrial base for national defense.

  9. Milken Institute43 min

    Powering Economic Opportunities: Energy at the Core | Future of Finance 2026

    Leslie Kaufman, Benton Arnett, Rachel Halfaker, Stephen Propper, Nidhi Thakar

    Driven by surging AI data center demand and corporate carbon-free procurement commitments, the U.S. energy sector is pivoting toward flexible nuclear power models and advanced grid modernization to address critical reliability and affordability gaps. Independent developers and community lenders are leveraging innovative financing structures alongside artificial intelligence to accelerate permitting and scale distributed energy resources despite persistent regulatory bottlenecks. Concurrently, geopolitical shifts and targeted federal incentives are fueling investment in onshored supply chains and transmission infrastructure, positioning clean firm technologies as essential components of national energy security.

  10. The Economist7 min

    What stocks should you buy during an oil shock? | The Economist

    Joshua Roberts, Rosie Blau

    The ongoing war in Iran has disrupted global oil supplies, causing high-quality assets within the S&P 500 and MSCI World Index to underperform as rising energy costs strain long-term valuation models while boosting near-term earnings for low-quality energy stocks. This inversion of traditional flight-to-quality dynamics stems from the fact that speculative, high-multiple valuations are highly sensitive to geopolitical uncertainty, whereas lower-multiple firms possess a valuation buffer that supports performance during volatility. Analysts warn that while market trends currently favor low-quality stocks due to fear, a rapid reversal of this pattern is only anticipated if the Strait of Hormuz opens to restore free oil flow.

  11. Goldman Sachs10 min

    Untangling Signals of Market Stress

    John Flood, Chris Hussey

    Markets are navigating extreme volatility driven by unresolved geopolitical conflicts, evidenced by a VIX spike to 30, oil approaching $100 per barrel, and S&P 500 futures depth collapsing to $3.8 million from historical averages. Institutional investors are executing heavy macro hedges and shorting broad products while rotating capital into U.S. equities as a safe haven, despite record trading volumes and degraded liquidity quality. The near-term market trajectory hinges on consecutive negative jobs data potentially destabilizing retail sentiment, though a return to geopolitical clarity is expected to trigger a rapid unwinding of macro shorts and a rotation back into Asian and European assets.

  12. Sourcery with Molly O'Shea49 min

    Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi

    Alex Immerman, Molly O'Shea

    a16z's growth fund focuses on market leaders demonstrating extreme velocity and defensibility, exemplified by strategic investments in Waymo's autonomous scaling, 11 Labs' voice AI dominance, and Kalshi's regulatory-first prediction market. While the firm accepts currently compressed gross margins in AI sectors, it prioritizes companies with proprietary data, high retention, and clear paths to $10 billion valuations over generic growth narratives. This approach targets a "productive oligopoly" where top-tier players capture vast market share, with a future outlook projecting multiple trillionaires emerging from AI and fintech sectors within a decade.

  13. Y Combinator1 min

    Startup School is coming to India! 🇮🇳

    Harshil Mathur, Vidit Aatrey, Lalit Keshre, Mukund Jha

    Y Combinator is hosting its inaugural one-day Startup School in Bangalore on April 18th to connect the next generation of Indian founders with industry leaders. The event convenes prominent founders from YC-backed companies such as Razorpay, Meesho, Grow, and Emergent to discuss the latest developments in technology and startups. This gathering aims to foster a community among top Indian builders and hackers by facilitating direct engagement with successful entrepreneurs.

  14. a16z32 min

    Palantir CEO on Iran, AI Weapons and American Domination | a16z American Dynamism Summit

    Alex Karp, Dr. Karp

    Palantir CEO Alex Karp outlines a new global reality defined by the U.S. victory in Operation Epic Fury and the subsequent death of Iran's Ayatollah Khamenei, framing the conflict as a binary struggle where American success relies on integrating AI and software into warfighting technology. Karp warns Silicon Valley that prioritizing job automation over national defense could trigger government nationalization of the tech sector, urging the industry to align with Palantir's meritocratic, anti-surveillance philosophy to avoid state intervention. Ultimately, he asserts that preserving American liberties requires a cultural shift where tech leaders and the public recognize the existential stakes of the AI race and fully support the military institution.

  15. All-In Podcast1h 0m

    They're Opening the Stock Market to Everyone. Here's What That Actually Means

    Jason, Paul Atkins, Michael Selig, Chamath Palihapitiya

    SEC Chair Paul Atkins and CFTC regulators outlined a comprehensive agenda to reverse the decline of public capital markets by slashing compliance burdens, redefining accredited investor status, and reducing quarterly reporting requirements. The agencies are simultaneously drafting a harmonized framework for digital assets and AI trading agents to foster innovation while establishing strict guardrails against systemic risk and predatory speculation. These reforms aim to preserve U.S. global competitiveness by balancing reduced regulatory friction for companies with enhanced protections for retail investors against emerging market hazards.