Latest Interviews

Fundamentals Still Matter: Lone Pine’s David Craver

David Craver, Tony Pasquarello

David Craver of Lone Pine Capital argues that structural shifts in market volatility and valuation norms have created a favorable environment for duration-based fundamental investors who focus on secular growth themes. Leveraging deep private market insights and a concentrated strategy, the firm maintains a bullish stance on AI infrastructure as a generational platform shift while anticipating a mid-term phase where established incumbents leverage technology to drive efficiency. Craver emphasizes that his investment discipline relies on rigorous fundamental analysis and the flexibility to adapt when facts evolve, positioning the firm to capitalize on the predicted disruption in top market cap names by 2035.

Stablecoin Financial Services

The proposed Genius and Clarity Acts position compliant crypto-native stablecoins in a unique regulatory niche that blends the efficiency of DeFi with the compliance standards of traditional finance. This framework aims to resolve the current market binary by enabling yield-bearing accounts, tokenized real-world asset access, and cost-effective cross-border payments within established legal boundaries. As regulators open this window for infrastructure development, the event highlights specific opportunities for builders to scale these hybrid financial solutions through accelerators like Y Combinator.

‘Affordability’: Consumer Concerns and Government Proposals

David Mericle, Alec Phillips, Allison Nathan

Amidst a persistent housing affordability crisis driven by regulatory constraints and construction labor shortages, the administration has relied on reactive executive orders to utilize Fannie Mae and Freddie Mac capacity rather than enacting comprehensive legislative reforms. While these measures aim to modestly lower mortgage rates through increased mortgage-backed security purchases and a ban on institutional single-family home purchases, they fail to address the root causes of supply scarcity or deliver immediate price relief for homeowners. Future policy focus is expected to shift toward zoning incentives and speculative tariff rebates, though significant progress remains hindered by the need for congressional approval and the long-term nature of structural housing deficits.

Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next

Friedberg, CZ, Chamath

Changpeng Zhao, a Chinese-born entrepreneur who co-founded Binance in 2017 after pivoting from a Shanghai IT startup, served a four-month federal prison sentence in 2024 following a guilty plea to banking secrecy violations. His legal resolution involved a significant sentence reduction, leading to his immediate release to the UAE and a full presidential pardon in early 2025 that facilitated the company's renewed U.S. operations. Post-release, Zhao has shifted focus toward AI-driven crypto education and infrastructure development, prioritizing non-speculative utility while emphasizing emotional stability and consistent execution in his business philosophy.

Stock Market Shakeout

Shawn Tuteja, Chris Hussey, Sean Tatasia

Following the most significant volatility since the onset of the COVID pandemic on February 4th, U.S. equities underwent a structural risk reduction driven by excessive long positioning rather than a fundamental market shift. Despite record shorting activity and a divergence between legacy tech and cyclical sectors, the bull market thesis remains intact supported by 11% earnings growth and strong macroeconomic indicators. Market strategists now recommend capitalizing on the recent dip by shifting focus toward the "AI productivity" phase, targeting non-technology companies like banks and retailers that leverage artificial intelligence to improve margins.

AI for Government

Despite the private sector's rapid adoption of AI for form processing, government agencies still rely on manual systems, creating a critical need for automated solutions to manage surging application volumes. This event addresses the unique challenges and high-value rewards of penetrating the public sector, where successful vendors gain sticky long-term contracts that can expand significantly after initial acquisition. The speaker specifically invites skilled developers to join the effort of building specialized AI tools that bridge this digital divide and replicate global efficiency benchmarks within government operations.

AI Markets: Deep Dive with a16z's David George

David George, Jen Kha

A leading investment firm projects the AI product cycle as a decade-long growth engine that is accelerating revenue across all quartiles while driving hyperscalers toward $5 trillion in cumulative CapEx by 2030. This thesis is supported by operational shifts where AI-native companies achieve superior revenue per employee and faster adoption rates, alongside portfolio successes in sectors ranging from legal tech to healthcare that validate high-utility models. Despite concerns regarding supply constraints and changing valuation metrics, the analysis concludes that current market dynamics are underpinned by genuine earnings growth rather than speculative froth, with profitability and successful change management identified as the primary drivers of future market leadership.

Looking Back: A Conversation With Five-Time Super Bowl Champion Tom Brady | Global Conference 2018

Tom Brady, Jim Gray

Tom Brady confirmed his intention to play through the 2018-2019 season and into his mid-40s by attributing his longevity to the TB12 method's focus on pliability and his refusal to accept injury as inevitable. Addressing the Super Bowl LII loss and his relationship with Coach Bill Belichick, he defended the coaching staff's decisions while acknowledging his wife Gisele Bündchen's role in negotiating his retirement timeline based on family well-being. Beyond the field, Brady emphasized a leadership philosophy that prioritizes internal validation and organizational humility, aiming to inspire a broader cultural shift toward proactive health management.

OpenClaw Creator: Why 80% Of Apps Will Disappear

Raphael Schaad, Peter Steinberger

Launched in 2025, the open-source OpenClaw project has rapidly accumulated over 160,000 GitHub stars by introducing a local-executing personal AI agent capable of autonomously controlling hardware and synthesizing private data. Creator of the "swarm intelligence" philosophy, the project distinguishes itself through a unique security architecture that isolates user memory in local markdown files and employs a proprietary `soul.md` file to maintain core personality traits against external manipulation. As the technology evolves toward multi-agent negotiations and the obsolescence of traditional applications, OpenClaw positions itself as a value-retention model where specialized bots manage distinct domains while the primary asset remains the user's locally stored data memory.

Inside the $4.5B Startup Building Brain-Inspired Chips for AI

Peter Barrett, Naveen Rao, Konstantine Buhler, Molly O'Shea

Founded by deep tech veteran Naveen Rao and backed by Playground principal Konstantin Buehler, Unconventional AI is raising funds to build a full-stack analog computing platform that leverages silicon's non-linear physics to overcome the energy inefficiencies of current digital systems. The company seeks to automate over 99% of cognitive labor by replacing energy-intensive megawatt-scale data centers with 20-watt biologically inspired architectures, aiming to reach product escape velocity with a projected capital requirement of $1.5 billion. This venture differentiates itself by embracing the stochastic nature of intelligence rather than suppressing it, challenging traditional von Neumann limitations through recurrent dynamical systems that promise computational productivity gains of up to 1,000 times.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Trump, Brad Gerstner, Kevin Warsh, Jerome Powell, Chamath, Jason, Friedberg, David Sacks

On January 30, the Department of Justice released the Epstein Files Transparency Act documents, prompting J Cal to clarify his limited interactions with Jeffrey Epstein while critics highlight alleged media bias regarding prominent tech figures like Reid Hoffman and Elon Musk. Simultaneously, the market experienced a "Claude Crash" wiping $300 billion from software stocks due to AI disruption fears, though President Trump's nomination of inflation hawk Kevin Warsh to lead the Federal Reserve is expected to support rate cuts driven by AI productivity. In the private sector, Elon Musk announced a $1.25 trillion merger of SpaceX and xAI to build space-based data centers, while the "Invest America" Act successfully launched government-backed investment accounts for newborns to democratize capital ownership.

Progress with Purpose | Asia Summit 2025

Martin Soong, Hadi Badri, Dilhan Pillay Sandrasegara

Dubai's leadership identifies organizational inertia as a primary risk, responding with a rapid adaptation strategy that combines three-year plans with daily data-driven adjustments to maintain a high-performance standard. Amidst a fragmented global economy marked by rising nationalism and supply chain reconfiguration, the emirate has secured a 60% year-over-year surge in foreign direct investment by positioning itself as a permanent global hub for talent and capital. This growth is further accelerated by a robust artificial intelligence framework prioritizing small language models and regulatory agility, alongside progressive visa policies that have established the UAE within the top ten globally for AI talent density.

What would Kevin Warsh’s Federal Reserve look like? | The Economist

Kevin Warsh, Zanny Minton Beddoes, Edward Carr, Henry, Zannie, Archie

President Trump has nominated former Federal Reserve Governor Kevin Warsh as the next Chair, contingent on the White House removing a Senate blockade led by Senator Tom Tillis regarding the investigation into current Chair Jerome Powell. Warsh's proposed strategy, termed "Warshonomics," seeks to lower interest rates by coupling an anticipated AI-driven productivity surge with balance sheet contraction to offset inflationary risks, despite his historical reputation as a hawk. While experts predict Warsh will implement a slightly more dovish policy yielding one or two rate cuts, his ability to align the FOMC with President Trump's demands remains a significant governance risk complicated by potential political backlash.

Infrastructure for Government Fraud Hunters

A new venture proposes replacing obsolete, rule-based government fraud detection systems with an AI platform capable of automatically parsing unstructured medical records to generate lawyer-ready case files for the False Claims Act. Targeting whistleblower law firms and inspector generals, the company seeks to replace manual, years-long investigations with a solution that accelerates fraud recovery tenfold. Founded by experts in healthcare compliance or legal counsel, this initiative aims to recover billions in taxpayer losses while capitalizing on current bipartisan political momentum for fiscal accountability.

The Story Behind ElevenLabs | Interview with CEO Mati Staniszewski

Mati Staniszewski, Piotr, Jennifer

Co-founders Jacek (Marty) and Piotr launched Eleven Labs in early 2021 to pioneer the "vocal Turing test" by synthesizing AI that matches human emotion and intonation, a mission that propelled the remote-first startup from a two-person team to over 300 employees in 11 cities. The company operates under a flat, title-free hierarchy driven by "mini-founders" and high autonomy, allowing it to rapidly scale its proprietary research into multimodal products like Voice Design V3 and Studio 3.0. By integrating direct product feedback loops with raw audio training, Eleven Labs aims to establish voice as the primary computer interface that transcends language barriers and delivers genuine emotional connection.