Latest Interviews
Showing 556–570 of 4,869 transcripts.
Clear all filters- All-In Podcast1h 31m
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Mamdani, Swalwell, Travis Kalanick, Jason, Friedberg, David Sacks, Chamath Palihapitiya
Speakers analyze the economic risks of New York City's proposed 3.9% luxury pied-à-terre tax and the intensifying rivalry between OpenAI and Anthropic as the latter surges to a $30B run rate. The discussion further details how populist backlash and regulatory hurdles are threatening data center expansion, forcing AI firms to pursue independent energy solutions like nuclear and solar power to overcome grid constraints. Finally, the hosts critique market overvaluation amidst geopolitical tensions, debating the scalability of AI enterprise revenue while noting urgent calls for major private companies like SpaceX to pursue initial public offerings.
- Milken Institute41 min
Conversation with KKR Co-Founders Henry Kravis and George Roberts | Global Conference 2025
Henry Kravis, George Roberts, Jason Kelly
Founded by Henry Kravis and George Roberts, KKR currently manages $664 billion in assets while deploying capital at a rate exceeding $30 billion annually, with a strategic focus on infrastructure and Asian markets. Co-CEOs Scott Nuttall and Joe Bay are driving a retailization strategy that has tripled the firm's alternative asset offerings to $21 billion, aiming to democratize private equity access for 401(k) investors. Amidst rising tariff concerns, the firm prioritizes linear capital deployment and global self-reliance trends, particularly in Europe and India, while maintaining a balanced portfolio structure distinct from real estate or highly leveraged ventures.
- Milken Institute57 min
Leaders in Asset Management | Global Conference 2025
Michael Milken, Jonathan Gray, Marc Rowan
Over three decades, Blackstone and Apollo have evolved from niche funds into $1.2 trillion powerhouses by pivoting to private credit and emerging markets to fill financing gaps left by constrained banks. These leaders are reshaping the global economy by targeting non-investment grade borrowers and capitalizing on growth in India, Southeast Asia, and the Middle East while leveraging long-term ownership to drive wages and human capital initiatives. Looking ahead, both firms aim to dominate the shifting landscape of active asset management and full-service capital solutions, utilizing adaptive cultures and specialized technology to generate excess returns as public markets increasingly index.
- a16z33 min
Why Claude Feels Different (And What That Means for AI) | The a16z Show
Erik Torenberg, Anish Acharya, signüll
Signal argues that humanity faces an existential gap between accelerating technological velocity and spiritual maturity, necessitating a shift from basic chatbot interactions to autonomous AI agents that can dramatically reduce costs in education and healthcare. To address public skepticism about tech consolidation, he proposes granting consumers equity stakes in major AI firms while criticizing state-level regulations that hinder medical and financial access. Ultimately, Signal envisions an "ambient" AI layer integrated into daily life that fosters a positive-sum economic reality, driven by builders who prioritize intrinsic enjoyment over market forces.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race?
Jason Lemkin, Rory O'Driscoll, Harry Stebbings
Anthropic recently unveiled the autonomous vulnerability-discovery model Mythos while market analysts project a significant downturn for legacy SaaS stocks struggling to monetize inferior AI agents. Concurrently, private equity firms face value traps in traditional software assets as the industry shifts toward an agent-first workforce that prioritizes extreme operational efficiency over human labor. Despite these disruptions, major players like Meta and OpenAI are securing enterprise dominance through proprietary stacks and direct sales motions, even as compute scarcity drives a global race for custom silicon and infrastructure capacity.
- Goldman Sachs41 min
Apollo's Jim Zelter on the Future of Private Credit
Apollo Global Management, led by Jim Zelter, is strategically expanding its $970 billion asset base to finance a projected $5 trillion to $6 trillion capital expenditure surge driven by AI infrastructure and industrial reshoring. By leveraging its integrated insurance subsidiary Athene and $150 billion in recent investment-grade capital, the firm aims to dominate the $40 trillion private credit market with a focus on large-scale projects like the Intel semiconductor venture and Japanese corporate carve-outs. This approach seeks to capitalize on the shift from non-investment grade lending to massive investment-grade financing needs while maintaining disciplined risk management that prioritizes fundamental value over market noise.
- The Diary Of A CEO1h 40m
World's Leading Political Scientist: One Small Island Controls 90% Of Iran's Oil | Prof. Ian Bremmer
The global landscape is shifting as the United States retreats from its traditional geopolitical roles while China consolidates long-term dominance through critical mineral and technology strategies. Concurrently, instability in the Middle East is driving the formation of new defense blocs, and the emergence of high-risk artificial intelligence models is accelerating fears of systemic economic disruption and severe social inequality. Although Europe faces demographic and regulatory decline, the prevailing outlook suggests that human resilience and potential international cooperation will eventually mitigate these technological and political challenges.
Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt
ExoWatt is developing a modular "solar backbone" called the ExaWatt P3 to provide dispatchable baseload power for AI data centers at a target cost of $0.01 per kilowatt-hour. The company utilizes Fresnel lenses to heat domestic materials to extreme temperatures, driving Stirling engines that eliminate reliance on imported minerals or unstable natural gas grids. Backed by $140 million from investors including Andreessen Horowitz and Sam Altman, ExoWatt currently holds a backlog exceeding 10 gigawatts while expanding its manufacturing and testing operations in Miami.
- The Economist8 min
Donald Trump’s blockade of the Strait of Hormuz is a dangerous gamble | The Economist
Donald Trump, Shashank Joshi, Rosie Blau
U.S. Central Command is implementing an economic blockade targeting all vessels transiting Iranian coastal waters to cripple Tehran's revenue and force negotiations on its nuclear program. This strategy risks triggering a global energy crisis with Brent crude projected to hit $150 per barrel if Iran retaliates by restricting neutral shipping in the Gulf of Oman. Analysts warn that the move may alienate key allies and ultimately fail, as Tehran appears prepared to outlast the U.S. administration amid approaching midterm elections.
- a16z29 min
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
This analysis details a critical transition where AI development is being constrained by US infrastructure deficits in energy and memory rather than software or hardware capacity alone. Experts highlight a market paradigm shift where software moats erode rapidly and venture capital pivots from application-layer bets toward rebuilding physical industrial assets. The discussion further connects these challenges to a convergence of cryptography and AI, emphasizing how blockchain will enable machine-to-machine economies while verifying human identity against deepfakes.
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha
Anj Midha, Anjney Midha, Harry Stebbings
Anj Midha outlines a strategic framework for advancing frontier AI by identifying compute supply, capital availability, and cultural alignment as critical bottlenecks requiring infrastructure standardization akin to the 1885 electricity grid. He proposes a coordinated "Iron Dome" for Western model inference and advocates for a consolidated market of three to four dominant teams to prevent resource fragmentation while fostering sovereign, mission-driven projects like Periodic Labs' physical data loops. This approach necessitates a shift in venture capital toward active operational partnership and the deployment of a 1.3 gigawatt compute grid financed through a hybrid equity-debt structure to sustain long-term innovation.
- a16z54 min
Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Katherine Boyle, Sarah Wang, Jesse Genet
Former Y Combinator founder Jessie utilizes a fleet of eleven autonomous agents built on the Open-Claw framework to simultaneously manage a homeschooling household for four young children and develop advanced technical products. By adopting a "benevolent neglect" parenting strategy and delegating daily tasks to specialized software agents running on isolated Mac Minis, she successfully reverses typical trade-offs between deep tech work and active family engagement. This operational model demonstrates how non-technical founders can achieve a Cambrian explosion in personal capability, potentially reshaping future domestic economics by making remote, AI-driven parenthood viable without traditional startup pressures.
- Goldman Sachs33 min
Holocaust Survivors on Hope, Survival, and the Responsibility to Remember
Bernie Schanzer, Sheara Fredman
Brothers Henry and Bernie Shanzer recount their survival of the Holocaust as hidden children in Belgium and France, relying on their mother and four French rescuers who sheltered them from arrest and deportation during World War II. Despite their father's death in Convoy 27 and initial betrayal by a caretaker, the boys were saved through a network of false documents and hidden on farms before reuniting with their family in 1945, earning posthumous "Righteous Among the Nations" recognition for their saviors. The speakers emphasize the ongoing relevance of their testimony by linking historical persecution to modern anti-Semitic violence, urging the audience to maintain active vigilance and moral courage to prevent future atrocities.
Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”
Max Levchin, a first-rate technologist and founder of the public lending platform Affirm, outlines a vision to disrupt predatory credit practices by offering transparent, fee-disclosed loans that aim to capture a significant portion of the U.S. e-commerce market. Leveraging his background in computer science and entrepreneurship, Levchin argues that the collapse of software engineering barriers due to LLMs will render hidden fine-print models obsolete while driving a shift toward "agentic commerce" and higher consumer verification. He emphasizes that Affirm's success relies on a high-performance culture aligned with a clear mission, projecting the company will originate nearly $48 billion in loans this year while treating the stock market as a long-term weighing machine rather than a short-term voting mechanism.
- The Diary Of A CEO1h 37m
The Iran War Expert: The Most Dangerous Stage Begins Now (STAGE 4)
Professor Robert Pape asserts that the U.S. faces a high probability of entering a ground war with Iran by Stage Three, driven by the failure of air campaigns to destroy buried nuclear and missile assets and the fragmentation of the American-led regional coalition. This escalating conflict threatens to trigger a global economic shock as a potential Iran-Russia oil blockade could remove 30% of supply, while U.S. domestic politics face a legitimacy crisis amid projected infrastructure collapse and social security budget cuts. Predicted outcomes include Iran achieving nuclear deterrence through an on-soil test or a six-month military occupation to seize strategic assets, fundamentally reshaping the balance of world power within four years.