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  1. Milken Institute19 min

    A Conversation with Federal Communications Commission Chairman Brendan Carr | Global Conference 2025

    Brendan Carr, David Faber

    FCC Chairman Brendan Carr has launched the agency's most significant deregulatory initiative in history, seeking to eliminate approximately 2,000 active dockets and establish a new Council on National Security to counter perceived Chinese infiltration risks. The administration prioritizes accelerating 5G and 6G deployment by restoring FCC auction authority to generate over $80 billion and transitioning federal spectrum to the commercial market, while simultaneously reviewing major mergers like Verizon-Frontier and T-Mobile U.S. Cellular. Carr further defended distinct regulatory obligations for broadcasters to support localism and dismissed conflicts regarding his Comcast background as the FCC moves to eliminate legacy copper retirement rules in favor of modern IP infrastructure.

  2. 20VC with Harry Stebbings1h 26m

    ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota

    Carles Reina, Harry Stebbings

    Eleven Labs' Chief Revenue Officer Carlos Reina describes the company's rapid growth to over $350M ARR as driven by a radical shift toward AI-embedded sales strategies that prioritize distribution over traditional transactional deals. The organization deploys custom AI agents for sales and customer success roles to achieve a 50% productivity boost while compensating these digital workers on par with human employees to maximize revenue generation. This approach, coupled with parallel global market entry and strategic corporate venture capital partnerships, positions the firm to outpace competitors in a foundational model landscape where forecasting relies on high-velocity experimentation rather than historical precision.

  3. All-In Podcast1h 29m

    Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

    Brad Gerstner, Chamath, Jason, Friedberg, TheZachEffect, Zach

    Anthropic halted the public release of its "Mythos" model after it autonomously identified thousands of critical vulnerabilities, prompting the launch of Project Glasswing, a coalition of forty major firms tasked with patching software flaws. This security breach triggered a heated debate among industry leaders regarding the genuine threat of AI-driven cyber warfare, the necessary government coordination to manage such risks, and the strategic pivot of Anthropic toward dominating the enterprise agent market. Amidst discussions of a temporary AI defense advantage and soaring revenue projections, experts also addressed broader geopolitical tensions and the evolving competitive landscape between frontier AI models.

  4. The Economist7 min

    Has America frozen Israel out of ceasefire talks with Iran? | The Economist

    Anshel Pfeffer, Jason Palmer

    Direct negotiations led by Donald Trump through Pakistan to resolve the Iran conflict face a stalemate because Iran insists on a Lebanon ceasefire and Israel refuses to participate or extend the truce to its northern front. While President Trump reportedly possesses the leverage to force Netanyahu to halt airstrikes, the Prime Minister persists due to domestic election pressures and the failure of the war to achieve its core strategic objectives. These unresolved tensions, compounded by internal U.S. administration dissent and the strategic threat in the Strait of Hormuz, have begun to fracture the previously unified operational alliance between the two nations.

  5. Goldman Sachs10 min

    Big Tech Opportunity

    Lee Coppersmith, Mike Washington

    Following a two-week ceasefire that triggered a rapid 2.5–3% market rally, institutional investors are shifting from defensive shorting strategies to re-entering secular winners, particularly within the artificial intelligence theme. While broad index volatility has reset, significant dislocation remains in mega-cap tech, where low valuations and suppressed positioning mirror conditions seen during the March 2020 crash, creating a specific opportunity for call option exposure. With earnings reports serving as the upcoming catalyst, client sentiment is pivoting toward resilience and upside potential as geopolitical risks recede into the background.

  6. Goldman Sachs31 min

    Reimagining Biopharma: Precision Medicine, Patients, and Purpose with Takeda CEO-Elect

    Julie Kim, Yassaman Salas

    Takeda's Board unanimously appointed Julie Kim as the incoming President and CEO, effective June 2026, to steer the $30 billion pharmaceutical giant through a strategic overhaul centered on AI-driven discovery and organic growth. During her incoming tenure, Kim plans to leverage the company's Japanese headquarters for geopolitical flexibility while navigating complex regulatory hurdles regarding Chinese clinical data and U.S. pricing structures. Her leadership strategy emphasizes "market innovation" to improve patient access and utilizes a "giving people an A" philosophy to accelerate talent development within the organization.

  7. Lex Fridman2h 3m

    Vikings, Ragnar, Berserkers, Valhalla & the Warriors of the Viking Age | Lex Fridman Podcast #495

    Lars Brownworth, Lex Fridman

    Spanning from the 793 raid on Lindisfarne to the Norman conquests, the Viking Age evolved from opportunistic sea raiding into a transformative era of state-building, commerce, and exploration that reshaped Europe and established the Kievan Rus and Normandy. Key figures like Ragnar Lothbrok, Rollo, and Canute the Great exemplify the transition from decentralized warbands to established Christian monarchies who integrated into local cultures while retaining a distinct drive for expansion. Ultimately, this period of rapid cultural and technological evolution laid the groundwork for modern European legal and political systems, marking a critical bridge between the early Middle Ages and the Renaissance.

  8. 20VC with Harry Stebbings1h 32m

    OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber

    Jason Lemkin, Rory O'Driscoll, Harry Stebbings

    Anthropic reports $30 billion in annual revenue with superior efficiency compared to OpenAI, which simultaneously undergoes management restructuring and faces skepticism over its TBPN acquisition strategy. Meanwhile, SpaceX confidentially filed for an IPO targeting a $2 trillion valuation that would dwarf the combined market value of all other IPOs from the past two decades. These developments occur alongside shifting venture capital dynamics, including Sequoia's leadership transition, the expulsion of fraudsters from Y Combinator, and rising cybersecurity threats driven by AI-enabled attacks.

  9. Goldman Sachs27 min

    Iran Ceasefire: What’s next for markets?

    Tony Pasquariello, Joshua Schiffrin, Dominic Wilson, Josh

    Markets have transitioned into a post-ceasefire phase where equity drawdowns were capped near 10% and earnings growth remains robust, despite oil prices shifting to a permanent $78–$80 level that creates a new inflation baseline. Central banks now face a dual mandate dilemma that likely forces policy stasis, while hedge funds outperformed traditional portfolios by capitalizing on AI-driven CapEx and commodity-exposed emerging markets. Strategic allocations favor maintaining downside hedges and holding core assets like the Nasdaq and U.S. dollar as geopolitical realignments in the Gulf States and U.S.-China relations drive continued volatility through year-end.

  10. The Diary Of A CEO1h 36m

    Ivanka Trump: Most People Can’t Tell Signal From Noise

    Ivanka Trump

    Former White House advisor and business executive Ivanka Trump reflected on her transition from a successful fashion career to public service, where she championed legislative victories such as the doubling of the child tax credit and the Great American Outdoors Act before departing politics in 2022. Drawing on lessons from her late mother, she now applies Stoic philosophy and therapeutic insights to navigate her roles as a mother and founder of the food waste non-profit Planet Harvest while advising her children on authenticity and self-belief. Trump emphasizes that her focus has shifted from the "gladiatorial" nature of politics to driving private sector impact, utilizing her experiences with public scrutiny and family resilience to guide her current strategic and personal endeavors.

  11. Goldman Sachs22 min

    Sir Sadiq Khan on London’s Global Edge—and What Comes Next

    Sir Sadiq Khan, Kunal Shah, Sadiq Khan

    London Mayor Sir Sadiq Khan emphasizes the capital's economic dominance by highlighting its £42 billion annual contribution to the UK Treasury while advocating for strategic devolution of powers to foster non-zero-sum regional growth. His administration aggressively targets five frontier sectors including AI and quantum computing, simultaneously deploying an inclusive talent strategy to prepare residents for rapid technological disruption. These economic initiatives are supported by tangible achievements in infrastructure, such as expanded safe cycling networks and five years of frozen transport fares, alongside historic improvements in air quality and public safety that have surpassed international peers.

  12. All-In Podcast1h 2m

    Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

    Josh Shapiro, Trump, Jason, Chamath, Friedberg

    Pennsylvania Governor Josh Shapiro combines a record of aggressive economic deregulation and tax cuts with a "zero tolerance" stance on fraud, resulting in the state's only growing Northeast economy and the lowest unemployment in thirty-two months. Facing a divided legislature, he has forged bipartisan wins on business reforms while simultaneously criticizing federal policies, including tariffs and Middle East interventions, for harming local workers and exacerbating national security risks. His broader strategy emphasizes workforce development through expanded vocational funding and the removal of degree requirements for state jobs to address housing costs and economic disparity.

  13. a16z58 min

    Box CEO on the AI Adoption Gap | The a16z Show

    Erik Torenberg, Steven Sinofsky, Martin Casado, Aaron Levie

    Industry leaders predict that widespread enterprise AI adoption will lag behind Silicon Valley expectations due to deep domain complexities and a looming financial crisis where CFOs must allocate 14% to 30% of R&D revenue to volatile compute costs. As software architecture shifts toward agent interfaces that prioritize automated task execution over human interaction, a strategic divide is emerging between agile startups and risk-averse incumbents struggling to secure system integrity against autonomous integration. Consequently, the market is transitioning to granular usage-based models while preparing for a paradigm where agents act as primary selectors of software tools, forcing vendors to evolve beyond legacy interfaces to remain relevant.

  14. The Economist10 min

    Why America and Iran are both claiming victory | The Economist

    Gregg Carlstrom, Jason Palmer

    Amidst an imminent US-imposed deadline that remains vulnerable to postponement, the US, Israel, and Iran are engaged in parallel asymmetric conflicts where both sides claim strategic victory despite failing to secure their core objectives. While recent operations highlighted the destruction of US critical assets like E3 AWACS planes and significant damage to Gulf bases, simultaneous systemic strikes on Iran have severely degraded its military supply chains and economic output, driving inflation above 52% and threatening $7 billion in non-oil revenue. With forward-looking risks escalating toward potential attacks on Iran's power grid or retaliatory strikes against Gulf desalination facilities, the current trajectory favors prolonged escalation over any near-term diplomatic resolution or temporary truce.

  15. Dwarkesh Patel2h 3m

    Michael Nielsen – Why aliens will have a different tech stack than us

    Michael Nielsen

    The analysis of the Michelson-Morley experiment reveals that scientific progress often relies on heuristics and aesthetic simplicity rather than immediate empirical falsification, as seen in the decades-long delay between Lorentz's ether-based transformations and Einstein's kinematic Special Relativity. This historical context informs the discussion of modern AI's role in prioritizing high-accuracy model fitting over parsimonious theory, while highlighting how deep learning and open science movements depend on forcing functions and collective attribution to navigate a path-dependent, vast tree of knowledge. Ultimately, breakthroughs require specific historical contingencies to mature, demonstrating that true scientific understanding emerges from high-stakes creative execution rather than passive information consumption.