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  1. a16z43 min

    Why Education Has to Change

    Ben Horowitz, Erik Torenberg, Gagan Biyani

    Horowitz and Jason Academy is launching a for-profit educational entity in the San Francisco Bay Area under CEO Gagan Biyani to train Gen Z builders through an immersive, output-driven curriculum aligned with AI era demands. The program partners with industry leaders like Nvidia and Stripe to integrate real-world problem-solving and leadership development, replacing traditional lectures with a "pull model" that prioritizes tangible creation over memorization. By operating as a market-aligned entity, the Academy aims to produce high-impact graduates capable of launching companies or securing elite roles, ultimately serving as a scalable blueprint for future educational innovation.

  2. Goldman Sachs9 min

    David Solomon’s Remarks at the 2026 FDNY Foundation Dinner

    David Solomon

    Goldman Sachs CEO David Solomon accepted an award from the FDNY Foundation at "The Rock" training academy, using the 25th anniversary of the September 11 attacks to honor the 343 firefighters who died while prioritizing community service over self-interest. The speech highlighted the enduring resilience of New Yorkers and emphasized the department's ongoing mission to support the next generation of first responders through both material resources and a philosophy of citizenship. This address underscored the symbiotic relationship between the financial firm and the city, celebrating a legacy of bravery where individuals are urged to ask who needs them rather than what they can gain.

  3. All-In Podcast18 min

    Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

    Blake Scholl, Jason, Chamath, Friedberg

    Boom Supersonic founder Blake Scholl aims to democratize supersonic travel by producing the Overture aircraft, which currently holds 130 airline orders and targets a $3,500 transatlantic fare. The company is rapidly vertically integrating its supply chain to manufacture its own jet engines and leverage "boomless cruise" technology that mitigates sonic booms over land. Supporting this aviation vision, Boom is simultaneously developing gigawatt-scale data center power solutions using turbine technology to fund operations ahead of projected 2030 passenger flights.

  4. All-In Podcast23 min

    Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

    Naveen Rao, Chamath

    Founded by former Intel and Databricks executive Naveen Rao, Unconventional AI is deploying a novel 4D computing architecture that merges memory and compute to achieve 1,000x power efficiency in just 3.5 years. The company recently validated this approach with its first physical prototype, the UNO chip, which generates images using only 500 nanojoules while bypassing the energy bottlenecks of traditional Von Neumann systems. With a roadmap targeting a full managed VM product within two years and a Python-compatible software stack, Unconventional AI aims to disrupt the trillion-dollar AI market by replacing centralized data centers with distributed, biologically inspired local intelligence.

  5. Goldman Sachs19 min

    Ryan Serhant on the Art of Selling Luxury Real Estate

    Ryan Serhant, Tucker York

    Ryan Serhant, who pivoted to real estate in 2008 and subsequently starred in the ten-season run of *Million Dollar Listing New York*, has built a diversified technology and services firm that currently surpasses $1 billion in monthly transaction volume. Unlike traditional brokerages, Serhant's company utilizes an organic, content-driven inbound strategy to recruit intrapreneurs and deploy AI tools that streamline complex transactions without paying for customer acquisition. Looking ahead, the firm is repurposing commercial spaces to address housing shortages while integrating artificial intelligence to enhance human relationship-building, a strategy that recently enabled the industry's most expensive residential sale of $308 million.

  6. 20VC with Harry Stebbings1h 19m

    Daniel Dines on Why Work Processes Not Models Will Be The Most Valuable Asset in AI

    Daniel Dines, Harry Stebbings

    UiPath CEO Daniel Dines argues that enterprise AI success depends on creating detailed "maps of work" to document proprietary workflows, as AI lacks the human capacity for on-the-job transformation and real-time reasoning. He outlines a strategy where organizations deploy deterministic automation generated by AI coding agents rather than relying on probabilistic models for direct execution, while simultaneously retraining employees to fill roles requiring cultural nuance and initiative. Dines projects UiPath will grow from $1.6 billion to a $50 billion valuation by evolving into a comprehensive orchestration platform, though he warns that a future with autonomous "Einstein" agents could render current approaches obsolete.

  7. Sourcery with Molly O'Shea48 min

    Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries

    Lior Susan, Pierre Lamond, Gordon Moore, Molly O’Shea

    Eclipse, a $12.5 billion venture firm led by Lior Glicksman and Pierre, targets the $100 trillion physical economy by operating 90 companies through a high-conviction model that blends deep operational expertise with massive capital deployment. The firm distinguishes itself by incubating vertically integrated entities in sectors like semiconductors, energy, and defense, recently highlighting strong IPO performances from Cerebras and SpaceX while securing over $40 billion in commercial deals. By rejecting traditional SaaS metrics in favor of cash flow fundamentals and fostering an "Eclipse Economy" of onshored infrastructure, Eclipse aims to drive 5-7% US GDP growth through a flywheel of manufacturing, AI, and energy systems.

  8. The Diary Of A CEO2h 47m

    Rick Rubin: What Jay-Z Did in 30 Minutes Left Me Speechless!

    Rick Rubin, Jay-Z, Johnny Cash, Adele, Tom Petty, Kanye West, Steven

    Producer Rick Rubin and Jay-Z explore a creative philosophy that prioritizes indefensible risks, intuition, and the rejection of commercial labels to achieve timeless artistry over short-term safety. The discussion highlights unique methodologies from artists like Eminem and Tom Petty, emphasizing that true innovation requires mental preparation, meditation, and the courage to abandon successful formulas for authentic expression. Ultimately, the conversation argues that human creativity relies on deep personal truth and spiritual grounding, positioning AI as a mere tool unable to replicate the emotional context essential for meaningful work.

  9. All-In Podcast24 min

    Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

    Adam Foroughi, Chamath, Jason, DavidSacks, friedberg, Ben, David

    AppLovin, a mobile gaming advertising platform operating across 100,000 games and serving over a billion daily users, transitioned its deep learning capabilities in 2023 from basic model matching to advanced discovery engines that generate new consumer demand. CEO Adam Perugy led the company through a severe valuation contraction between 2021 and 2022 by executing a $6 billion share buyback program, which successfully restored investor confidence and drove the stock from roughly $80 to a peak of $150. The firm now maintains an industry-leading 84% EBITDA margin by leveraging proprietary algorithms to optimize performance-based ad arbitrage while navigating privacy regulations without sacrificing targeting precision.

  10. Milken Institute39 min

    The Global AI Economy: Capital, Sovereignty, & Canada's Future | Global Dialogues Toronto 2026

    Susan Li, Aidan Gomez, Dave McKay, The Honorable Evan Solomon, Evan Solomon

    Canadian officials and industry leaders convened to outline a national strategy that balances aggressive AI development with robust regulatory oversight, including the establishment of a new safety regulator and a $50 million investment in the AI Safety Institute. Key figures such as Cohere CEO Aiden Gomez and Minister of AI Evan Solomon rejected calls for antitrust relief and existential risk scenarios, instead advocating for independent testing and sovereign control over frontier models to ensure democratic alternatives to U.S. and Chinese dominance. Supported by a $1.4 billion RBC growth fund and a $1.7 billion talent attraction initiative, the plan aims to retain domestic scale-ups while deploying free AI tools to students and creating 90,000 job placements to facilitate workforce adaptation.

  11. Sourcery with Molly O'Shea13 min

    Brad Gerstner "$4 trillion of wealth transfer to kids who would've otherwise had zero"

    Brad Gerstner, Michael Dell, Molly, Elon, Dario, Jensen, David Harris

    Invest America, a not-for-profit initiative backed by Michael Dell and Frank Bisignano, aims to automatically open investment accounts for all US citizens under 18 to facilitate a projected $4 trillion wealth transfer. Founder Brad Gerstner targets 70 million accounts within 30 days by integrating the program with existing 401(k) infrastructure and leveraging bipartisan political support to bypass previous legislative hurdles. The summit also featured a strategic consensus on AI safety where industry leaders and policymakers agreed that labs must lead self-regulation while incorporating independent peer review to manage emerging technological risks.

  12. a16z57 min

    Why the People Who Built Hip-Hop Ended Up With Nothing

    Ben Horowitz, Erik Torenberg, Nas, Grandmaster Caz, Steve Stoute

    The "Paid in Full" Foundation was established by co-founders Ben and Felicia Nas to rectify the systemic lack of financial and cultural compensation for hip-hop pioneers through a five-year grant structure and a volunteer-based operation. Key figures including Grandmaster Caz, Scarface, and Nile Rodgers have received life-saving medical support and honors that validate their artistic contributions while fostering unity between old and new school artists. With a 2.5-to-1 donation match and a voting committee composed of past recipients, the organization aims to shift the industry narrative from reparations to celebrating the inherent greatness of hip-hop legends.

  13. 20VC with Harry Stebbings1h 20m

    How Many Will Actually Get Built & Is Energy AI's BIGGEST Bottleneck? | Positron AI Co-founder

    Thomas Sohmers, Harry Stebbings

    Positron AI secured $875 million in Series C funding at a $5 billion valuation to address the critical memory bandwidth bottleneck hindering current AI inference infrastructure. Co-founder Thomas Somers details the company's strategy to deploy full-stack semiconductor solutions that overcome the "memory wall," while simultaneously challenging regulatory caps and geopolitical narratives that he argues threaten technological freedom and accelerate centralization. The event outlines a future where vertical integration and flat-rate pricing models drive autonomous agent adoption, positioning hardware scaling and energy infrastructure as the primary drivers of the next growth phase in the data economy.

  14. Goldman Sachs18 min

    Can Stocks Rally With a Hawkish Fed?

    Tony Pasquariello, Josh Schiffrin, Dominic Wilson

    A panel of financial experts analyzes shifting market expectations for a tightening cycle of two to four rate hikes, emphasizing that oil prices exceeding $100 per barrel remain the critical variable for future inflation and a potential Federal Reserve pivot. Current fixed income and equity markets reflect a "higher yield world" driven by AI capital competition and fiscal deficits, yet demonstrate resilience with U.S. GDP projected to hold near 2% and unemployment trending lower despite energy headwinds. Strategists suggest that while the environment remains range-bound, a decisive drop in oil prices could catalyze an all-assets rally, prompting recommendations to utilize call options for the upside while monitoring the Fed's hawkish stance.

  15. Milken Institute41 min

    Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026

    Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter

    Panelists from CPP Investment Board, AGF, and Fortress Investment Group discussed the structural reinvention required for AI adoption and the urgent need to align governance with technological shifts while warning against liquidity mismatches in private credit. The discussion highlighted a convergence of geopolitical risks and US debt sustainability challenges that are driving a shift toward regional supply chains, yet Canada's unique AAA credit rating and infrastructure pipeline present a distinct investment opportunity amidst these global fractures. Experts concluded that capital deployment in North America depends on resolving regulatory headwinds and addressing talent retention to leverage a favorable investment window for renewable energy and diversified economies.