Latest Interviews
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Clear all filters- All-In Podcast1h 3m
GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
After restructuring GameStop by cutting costs and capitalizing on the collectibles market to generate $9.7 billion in cash, Ryan Cohen proposed a $56 billion acquisition of eBay to merge its physical store network with digital scale. The eBay board rejected this offer citing execution risks and financing uncertainties, prompting Cohen to threaten a hostile campaign involving tender offers to force shareholder value. This confrontation highlights Cohen's strategy of leveraging physical retail for live commerce and digital assets while contrasting his personal financial risk against entrenched eBay management.
- Bank of America21 min
America at 250 – Innovation, Market Leadership and the Power of Compounding
Presented on June 16, 2026, this analysis details the United States' 150-year economic dominance, driven by superior corporate earnings growth, a $1 trillion annual R&D investment, and the dollar's enduring role as the primary global reserve currency. The report challenges the traditional 60-40 portfolio strategy by demonstrating the historical lack of consistent negative correlation between U.S. equities and long-term Treasury bonds, which have often moved in tandem during recent market cycles. Ultimately, the discussion underscores structural advantages in governance and innovation efficiency that sustain U.S. outperformance despite the current challenges posed by an overvalued currency and global reindustrialization trends.
- Goldman Sachs10 min
What the IPO Boom Means for the US Equity Outlook
The U.S. IPO market has surged to its highest first-half volume since 2021 with nearly 50 deals totaling $120 billion, driven by capital demands for the artificial intelligence sector and a return of large corporations to the public market. While the Goldman Sachs IPO Barometer signals strong sentiment above its long-term average, the current environment remains distinct from historical bubbles as equity valuations stay below peaks seen in 2000 and 2021. Analysts project a continued bull trend for the S&P 500 through 2027, though they warn of potential volatility emerging as investor leverage rises and IPO lockup periods eventually expire.
Mark Pincus: How to Spot a Fake CEO
Mark Pincus launches his book *Life at the Speed of Play* to distill four years of entrepreneurial experience into a framework that distinguishes enduring instincts from temporary ideas. The work integrates case studies from Zynga and Tribe.net to advocate for "Proven Better New" product strategies while challenging leaders to prioritize product execution over consensus. Pincus concludes with bullish predictions on AI market consolidation and a call for founders to maintain "Founder Mode" by constantly adapting tactics despite a stable vision.
- Milken Institute1h 0m
The New Macro Playbook | Global Conference 2026
Stephanie Ruhle, André Esteves, George Goncalves, Karen Karniol-Tambour, Seema Shah, Jeffrey Solomon
Global capital flows are shifting from a U.S.-centric model to diversified inflows in emerging markets and resource economies, driven by a transition from efficiency-based globalization to sovereign security-focused supply chains. This structural change, characterized by modern mercantilism and massive AI infrastructure spending, has created a bifurcated economy where fiscal deficits and geopolitical fragmentation fuel persistent inflation while prompting investors to seek physical assets over traditional equities. As nations fragment into isolated economic blocks and governments face rising risks of financial repression, investors must navigate these divergent currency zones to identify opportunities in captive markets protected by national industrial policies.
- Bank of America27 min
Task force hawkish
Mark Cabana, Aditya Bave, Stephen, Alex Cohen
In a unanimous June vote marking the fourth Federal Reserve chair transition in nearly four decades, policymakers shortened their official statement to omit labor market goals and dissolved transparency norms regarding dissents while establishing five task forces to review internal frameworks. The updated economic projections revealed a sharp hawkish split with nine of eighteen participants forecasting rate hikes this year, driving a consensus that current monetary policy remains insufficient to curb elevated inflation despite supply shocks. This shift in tone and data interpretation triggered an immediate dollar appreciation and led market strategists to adjust positions toward front-end rates and flatteners in anticipation of policy-induced volatility.
- Goldman Sachs20 min
Thelma Golden on Preserving Black Culture and the New Era of the Studio Museum in Harlem
Thelma Golden, serving as Ford Foundation Director and Chief Curator of the Studio Museum in Harlem, continues her career-long mission to center artists of African descent while overseeing the museum's relocation into a new state-of-the-art facility in November. Her leadership leverages strategic partnerships with entities like Goldman Sachs to transform the institution from a temporary loft into a permanent cultural anchor that preserves the legacy of the 1968 founding while supporting contemporary creation. This expansion aims to solidify the museum's role as a vital space where art functions as both a historical mirror and a visionary window for processing current societal realities.
- Y Combinator14 min
How to Get Your First 10 Customers
This guide outlines a tactical framework for founders to secure their first ten customers by prioritizing manual, high-trust interactions over scalable automation. Early acquisition focuses exclusively on personal networks and in-person efforts, utilizing specific channels like micro-events, targeted Reddit DMs, and value-driven advice requests before ever deploying prospecting tools. Once these foundational deals are won through unscalable work, the strategy shifts to utilizing software like Apollo and Clay to replicate the validated pitch for subsequent growth.
- a16z1h 4m
Jake Paul on Going From YouTube to Boxing to Investing | a16z ft. Anti Fund
Antifun has launched a fully over-subscribed $100 million growth fund to leverage Jake Paul's cultural influence alongside traditional venture capital resources, targeting tier-one AI and tech entities like OpenAI and SpaceX. This partnership merges Paul's experience as a resilient "tastemaker" who successfully pivoted from YouTube to professional boxing with strategic insights from industry veterans, focusing on founders who combine high pain tolerance with exceptional attention-wielding capabilities. Together, the collaborators aim to incubate new companies while championing a future where human value is defined by a dual focus on technical "AI maxing" and charismatic "looks maxing" in an increasingly automated landscape.
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs
Palo Alto Networks CEO Nikesh Arora outlines a strategic vision where enterprise AI evolves from mere augmentation to agentic judgment, fundamentally reimagining workflows and driving a predicted 50% reduction in administrative headcount. Addressing the cybersecurity landscape, Arora explains how frontier models like "Mythos" accelerate vulnerability discovery while necessitating a shift toward unified, AI-infused gateways to manage autonomous agent traffic. Complementing this technical roadmap, his investment philosophy advocates for early engagement in unproven technologies and warns against current market euphoria, predicting a tenfold drop in token costs that will force a realignment of model valuations based on actual developer utility.
- The Diary Of A CEO1h 48m
Dr Rachel Rubin: "I'm Filled With Rage!" Your Doctor Was Never Taught About Women's Bodies!
A comprehensive review highlights critical gaps in women's sexual health, noting that over 75% of eligible patients lack access to generic hormone therapies while medical training omits essential anatomy like the clitoris. The discussion addresses how factors ranging from birth control suppression to GLP-1 medication side effects exacerbate sexual dysfunction, despite evidence that micro-dosed vaginal hormones and systemic testosterone are safe and effective for diverse populations. Ultimately, the event outlines a strategy to educate providers and patients on responsive arousal and specialized pelvic care to reverse the current trend where only 1.7% of eligible women receive necessary treatments.
- Milken Institute59 min
Breakthroughs Reshaping Aging and Longevity | Global Conference 2026
Richard Lui, Joe Betts-LaCroix, Tom Hale, Richard Isaacson, Carina Kern, John Whyte
Leaders from Retro Biosciences, Aura Health, Link Jevity, and the AMA convened to discuss accelerating longevity medicine through therapies targeting necrosis and autophagy alongside continuous health monitoring. The panel identified critical systemic barriers including outdated reimbursement models and fragmented disease silos while highlighting breakthroughs like generative AI-driven drug discovery and home-based neuro-insight testing. With a predicted market readiness of 3 to 6 out of 10, the group anticipates the first anti-aging therapeutics will reach consumers within five years as the industry shifts from reactive sick care to proactive aging reversal.
Flexport CEO: Two Questions Every Founder Needs to Ask
Ryan Peterson, Harry Stebbings, Peter Thiel, Masayoshi Son
Flexport founder Ryan Peterson advocates for a return to five-day in-office work and outlines an aggressive AI-driven strategy to automate logistics workflows, projecting $600 million in net revenue by next year. The company plans to pursue an IPO based on consistent profitability rather than market trends, leveraging open-source models and building proprietary tools to replace traditional SaaS vendors. Peterson also details an investment thesis centered on motivating founders through "revenge and patriotism" while warning of potential labor arbitrage pitfalls and the strategic risks of relying on a concentrated tech ecosystem.
SpaceX Hit $2 Trillion. Now Everyone Wants a Jet
Israel 'Izzy' Slodowitz, Captain Raz Matus, Israel Slodowitz, Molly O'Shea
Amidst a surge in ultra-high-net-worth individuals driven by major tech and space IPOs, the private aviation sector is grappling with a severe supply-demand imbalance caused by rapid wealth accumulation and insufficient pilot training pipelines. This unprecedented demand has inverted traditional asset depreciation, causing aircraft prices to rise sharply while operational challenges like corrosion repair and supply chain delays push annual ownership costs to between $2 million and $4 million. Industry experts advise new buyers to prioritize chartering experience over immediate purchase, utilize specific tax incentives like full expensing cautiously, and select aircraft models with robust parts availability to mitigate long-term maintenance risks.
- All-In Podcast1h 24m
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
Dario Amodei, Chamath, Jason, Friedberg, David Sacks
Freeburg and Sacks examine the emergence of a new political oligarchy that erodes individual liberties while detailing Elon Musk's record-breaking SpaceX IPO and his strategic acquisition of the coding agent Cursor. The conversation also addresses the U.S. government's forced shutdown of Anthropic's "Fable" model due to national security concerns and outlines a potential ceasefire deal that would resolve the Iran conflict by removing enriched uranium in exchange for sanctions relief. Finally, the speakers project a future of fragmented AI infrastructure and democratized private equity investment, arguing that industry self-regulation is essential to prevent government gatekeepers from cementing a technological oligopoly.