Latest Interviews
Showing 571–585 of 6,397 interview transcripts.
Clear all filters- Bank of America9 min
Must Read Research: Weather & Commodity Risks; Fed Hikes; EU Trade Dynamics and Evolving Consumers
Candace Browning, Mark Cabana, Horst Schneider, Lorraine Hutchinson
A 2026 market analysis highlights severe El Niño-driven disruptions to global grain and sugar supplies alongside tightening U.S. corn balances that could push prices above $6 per bushel. Concurrently, resilient payroll growth and accelerating inflation suggest the Federal Reserve must raise rates to approximately 4% by year-end, a move likely underpriced by current market expectations. In global trade, Chinese automakers doubled their European market share to 8% in Q1 2026 while second-hand apparel spending surged 38%, reflecting shifting consumer dynamics and intensified geopolitical trade flows.
- Y Combinator29 min
Zepto: How Two 17-Year-Olds Built India's Largest Seller Of Fruits and Vegetables
Aadit Palicha, Jared Friedman, Keval
Founded in 2020 by college dropouts Adit Ayyal and Keval Karia, Zepto revolutionized India's grocery sector by pivoting from a WhatsApp-based service to a proprietary 10-minute dark store delivery model. Operating as a massive logistics and supply chain network, the company now manages over 200,000 jobs and delivers tens of millions of monthly orders while leveraging AI to optimize forecasting and advertising revenue. With current expansion plans targeting India's top 50 cities, Zepto aims to replicate the scale of major global retailers like Walmart and cultivate a domestic consumer goods ecosystem.
How He Turned a Blood Test Startup Into $7B OS for Healthcare
Commure has secured $70 million in a new funding round led by General Catalyst, bringing its total valuation to $7 billion and cumulative capital to approximately $750 million. The company now supports 200 million annual patient encounters and is deploying this capital to transition its point solutions into a unified AI-powered operating system while accelerating R&D. With a commitment to a public market IPO, Commure aims to eliminate administrative work tax in the healthcare sector, targeting $1 trillion in systemic efficiency gains through its expanding global workforce and enterprise partnerships.
- Sequoia Capital38 min
Rebuilding IT From the Ground Up for the AI Age: Serval's Jake Stauch
Serval positions itself as an AI-native ServiceNow platform that leverages a code generation engine to instantly build workflows from natural language, collapsing development timelines from months to near zero. By separating its architecture into a restricted Admin Agent and a reasoning-capable Help Desk Agent, the company balances autonomous employee support with strict enterprise security while avoiding token-based pricing through pre-built TypeScript automation. This approach allows Serval to operate with extreme talent density and a flatter structure, ultimately aiming to eliminate menial tasks so employees can align their daily work with professional aspirations.
- Milken Institute30 min
Backing What's Next: A Conversation with Serena Williams | Global Conference 2026
Serena Williams transitioned from angel investing to launching Starfire Ventures, a firm established to support underrepresented founders in sectors like financial services and technology. Under the leadership of General Partner Serena Williams and co-general partner Beth Farah, the firm differentiates itself by applying an "AI first" investment thesis while providing deep operational support to scale companies such as Isuzu. This strategic approach addresses the historical lack of capital allocation to women by combining institutional discipline with a mission to empower entrepreneurs serving "middle America."
- a16z11 min
How Founders Can Build for Law Enforcement and First Responders | The a16z Show
David Ulevitch, Col. Jeffrey Glover, Rahul Sidhu, Colonel Glover
Law enforcement agencies are rapidly transitioning from traditional physical confrontation to AI-driven investigative frameworks that utilize autonomous drones, sensor fusion, and behavioral analytics to prevent crime and optimize resource allocation. This shift is evident in successful interventions where technology de-escalated potential threats and in the adoption of data-driven well-being programs that have reversed historical union resistance to body-worn cameras. Looking ahead, international intelligence sharing and advanced fraud detection are becoming central to a new policing model that prioritizes technical analysis over brute force, requiring developers to deeply understand operational contexts to effectively deploy these inevitable advancements.
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder
Peter Thiel, Josh Browder, Harry Stebbings
Josh Browder leverages a high-conviction, paranoia-driven investment thesis to fund early-stage founders, utilizing a unique "Hotel California" accelerator that houses select entrepreneurs in Menlo Park until they secure institutional seed rounds. His strategy has successfully transformed a $100,000 grant into a $10 million-plus portfolio by prioritizing founder grit and deep problem connection over traditional credentials, while his own company, Do Not Pay, demonstrates a path to profitability through organic growth and shareholder dividends rather than venture-style burn. Browder further influences the market by advocating for aggressive capital deployment at pre-seed stages, dismissing over-dilution concerns, and guiding founders to prioritize real product traction over theoretical valuations.
- The Diary Of A CEO2h 11m
Fatty Liver Expert: The Toxic Ingredient Silently Filling Your Liver With Fat - Dr David Unwin
Dr. David Unwin and his wife Jen Unwin transitioned from standard medical practice to leading an informal low-carb intervention after observing its failure to address the global diabetes and obesity crisis. Their study demonstrated that dietary changes could reverse type 2 diabetes and fatty liver disease in the vast majority of participants, prompting the creation of the GRIN behavior change model and the Public Health Collaboration to educate the public. Through these initiatives, they advocate for protein-based nutrition, continuous glucose monitoring, and the reduction of ultra-processed foods to improve healthspan and mitigate the severe complications of sugar addiction.
The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge
Valued at $5.3 billion, Abridged transitioned from a niche consumer app to a dominant vertical AI enterprise by pivoting to an intelligence layer that automates clinical documentation within existing EMR systems. Led by CEO Shiv Rao, the company recently secured a $300M Series A1 round while leveraging a hybrid model of proprietary fine-tuned and frontier models to achieve the ultra-low latency required for real-time healthcare workflows. By capitalizing on "founder-market fit" and overcoming early skepticism, Abridged has established a unique competitive moat against incumbents by transforming note generation into revenue-generating billing, positioning itself to drive a fundamental shift from fee-for-service care to AI-aligned prevention.
- All-In Podcast1h 17m
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
Trump, Xi, Benioff, Scooter the Dog, Chamath, Jason, Friedberg, TheZachEffect
The first face-to-face summit in six years between President Trump and President Xi established a framework for U.S.-China stability through commitments to keep the Strait of Hormuz open while averting Taiwan's nuclear conflict, all while securing a massive trade expansion involving 200 Boeing jets and increased energy imports. This geopolitical realignment was reinforced by a high-profile delegation of American CEOs, including Elon Musk and Jensen Huang, who navigated complex regulatory environments to advance U.S. interests in AI, payment systems, and software services across China. Concurrently, the event highlighted global market shifts driven by artificial intelligence and severe climate risks, as leaders addressed the economic resilience of enterprise platforms and the looming threat of a record-breaking El Niño year that could trigger worldwide food insecurity.
- Jane Street16 min
Dwarkesh Goes Inside Jane Street's Latest AI Data Center
Dwarkesh, Ron Minsky, Daniel Pontecorvo, Mark Mirchandani
Jane Street transformed a Texas data center into a high-density liquid-cooled facility housing 4,032 GPUs to execute large language model training and custom trading architectures. The retrofit replaces legacy air-cooling with an 18°C fluid distribution system that manages 140 kW per cabinet while utilizing proprietary software to dynamically redistribute power and prevent breaker trips during peak loads. Engineering safeguards now focus on mitigating new liquid-cooling risks like biological growth and leaks, enabling sub-100-nanosecond latency required for modern algorithmic trading compared to the millisecond scales of its historical "Hive" cluster.
- The Economist8 min
Why gold, bonds and the dollar are underwhelming investors | The Economist
Global equity markets are maintaining all-time highs despite a historic oil supply shock from the Iran conflict, as investors prioritize optimism about AI-driven growth over immediate energy disruptions. Traditional safe-haven assets like gold, the US dollar, and government bonds have lost their protective appeal due to inflation concerns and a lack of differentiation, leaving stocks as the only viable alternative. This convergence has created a market dynamic where gains are driven by a scarcity of alternatives rather than fundamental profit expectations, raising significant concerns about a potential bubble and subsequent crash.
- Goldman Sachs11 min
A Tale of Two Markets
Shawn Tuteja, Chris Hussey, Sean Tatasia
As of May 13, the S&P 500 and Nasdaq have rallied significantly driven by a 17% year-over-year earnings growth surge and concentrated capital expenditure of $755 billion in the AI sector. This performance has created a divergence where hyperscalers and semiconductor equipment outpace cyclical equities amid inflation shocks that have shifted Federal Reserve expectations from rate cuts to potential hikes. While Goldman Sachs rules out a bubble due to earnings-backed fundamentals, the market faces heightened volatility risks from systemic leverage and potential macro triggers like 30-year Treasury yields breaching 5%.
- Goldman Sachs21 min
Has the AI rally gone too far?
Tony Pasquariello, Josh Schiffrin, Dominic Wilson, Tom
Market analysts Josh Shiffrin and Dominick Wilson assess a resilient global economy driven by record-high AI capital expenditure and robust US and Korean earnings, while identifying unresolved geopolitical tensions in Iran as the primary downside risk. Although speculative excesses have emerged in semiconductor sectors and credit markets remain tight, the consensus predicts the Federal Reserve will maintain a "watch and wait" stance with rate cuts unlikely until 2026 unless labor markets soften significantly. Consequently, investors are advised to hedge against energy supply shocks and position for a long-term dollarization trend as Asian markets outperform a lagging Europe.
- Milken Institute1h 1m
Emma Grede "Start with Yourself: A New Vision for Work & Life": Author Talk | Global Conference 2026
Emma Grede, Stephanie Phair, Kristin Juszczyk, Ashley Graham, Jens Grede
Kim Kardashian West shares her core philosophy of radical ownership and direct communication, advocating for visible proximity to decision-makers over the pursuit of work-life balance. Leveraging her experience as a founder of billion-dollar ventures like Skims and Good American, she challenges women to reject performative diversity and embrace strategic partnerships to build sustainable, inclusive businesses. Looking ahead, she aims to facilitate a massive transfer of wealth to the next generation of female leaders by using her platform to fund and mentor women from underprivileged backgrounds.