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  1. 80,000 Hours4h 7m

    The best global health ideas we’ve heard on the show (from 17 experts)

    Luisa, Karen Levy, Dean Spears, Sarah Eustis-Guthrie, Rachel Glennerster, Hannah Ritchie, Lucia Coulter, James Tibenderana, Varsha Venugopal, Alexander Berger, James Snowden, Paul Niehaus, Mushtaq Khan, Elie Hassenfeld, Leah Utyasheva, Shruti Rajagopalan, Claire Walsh, Louisa

    Experts analyze global health interventions to reveal critical failures, such as the ineffective PlayPump technology and the underestimated risks of lead poisoning, alongside successful strategies like Sri Lanka's pesticide bans and community-driven vaccination campaigns. The discussion highlights the necessity of rigorous proof-of-concept testing, market-shaping mechanisms like Advanced Market Commitments, and the adaptation of solutions to local social determinants to prevent widespread harm. Furthermore, the event examines ethical tensions in philanthropic metrics, urging donors to prioritize evidence-based policies and long-term government engagement over superficial sustainability narratives.

  2. a16z1h 6m

    Balaji Srinivasan on The Future of AI | The a16z Show

    Balaji Srinivasan, Erik Torenberg

    The speaker redefines human-AI collaboration by positioning humans as strategic leaders who direct specialized AI "actors," creating a trusted ecosystem where value shifts toward personalized, private instances and verification services. Parallel to this technological evolution, the discussion details a bifurcated future for digital currency in which Bitcoin serves as transparent institutional collateral while Zcash-powered tools like Zedal provide quantum-resistant privacy for individual transactions. Ultimately, the presentation argues that political constraints and resource scarcity will prevent centralized AI dominance, fostering a polytheistic landscape of decentralized models and democratized global entrepreneurship.

  3. 20VC with Harry Stebbings32 min

    Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI

    Demis Hassabis, Harry Stebbings

    Demis Hassabis predicts that Artificial General Intelligence will emerge within five years, marking a technological shift ten times more impactful than the Industrial Revolution. DeepMind aims to solve critical bottlenecks in continual learning and hierarchical planning to accelerate AGI's application in curing diseases and resolving global energy crises. To manage the resulting societal and economic disruptions, Hassabis calls for international regulatory standards and financial mechanisms that ensure productivity gains are broadly shared while preventing dangerous dual-use risks.

  4. Goldman Sachs16 min

    Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

    Samantha Dart, Alison Nathan

    Ongoing attacks on Qatari LNG infrastructure have eliminated 20% of global supplies with a three-to-five-year recovery timeline, creating a critical inventory deficit that exceeds current alternative flows from China. Although prices have surged 50% to 70%, these levels remain insufficient to trigger widespread demand destruction in Asia, leaving markets vulnerable to severe winter spikes if the conflict prolongs. Experts warn that this uncertainty allows prices to creep upward without forcing the necessary industrial shutdowns, meaning a worst-case scenario could drive rates 100% higher to rebalance inventories before next winter.

  5. Sourcery with Molly O'Shea32 min

    How Applied Intuition Reached $15B (Without Spending $1B)

    Qasar Younis, Peter Ludwig, Molly O'Shea

    Over a decade after raising more than $1 billion in capital from investors like Marc Andreessen and Hemant Taneja while maintaining profitability through organic revenue, this company has pivoted from a low-profile "cult classic" to an active public strategy to recruit top-tier engineering talent. The firm transitioned in 2017 from software tooling to foundational physical AI, recently demonstrating its operational velocity by retrofitting autonomous systems onto military Humvees in just ten days and expanding into global sectors including defense and trucking. By leveraging a dense network of over 40 founder-type engineers and prioritizing long-term strategic partnerships over short-term financial metrics, the organization aims to dominate the slower-diffusion markets of physical robotics where stability and real-world judgment are critical.

  6. a16z30 min

    OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show

    Peter Yang, Anish Acharya

    Peter Yang demonstrates a highly personalized OpenCLAW agent architecture where a voice-centric interface, supported by a custom three-layer memory system and direct access to personal files, redefines the agent as a human-like companion rather than a mere utility. He predicts this shift will trigger an "app die-off" for task-oriented software, replacing traditional SaaS workflows with autonomous agents that execute complex operations while simultaneously transforming organizational structures by enabling small human teams to scale through fleets of specialized AI tools. Ultimately, Yang anticipates a market evolution where direct payment models supersede ad-based revenue, as AI drives higher productivity and catalyzes a return to entrepreneurship rather than widespread unemployment.

  7. Y Combinator21 min

    BillionToOne Is Solving One of Biotech’s Hardest Problems

    Jared Friedman, David Tsao, Oguzhan Atay

    Billion to One, founded by PhD students Oguzhan and David, leverages proprietary synthetic DNA methods to detect rare cell-free DNA variations for prenatal screening and cancer liquid biopsies. Since its public listing with a valuation over $4 billion, the company has scaled its automated facility to process 600,000 tests annually and launched North Star Select for late-stage cancer treatment guidance. The firm now executes a strategic roadmap to address early-stage cancers through a capital-efficient progression from commercial adoption to population-wide screening, aiming to significantly reduce cancer mortality rates.

  8. All-In Podcast1h 9m

    The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare

    Shyam Sankar, Trae Stephens, Chamath, Jason, Friedberg, Sean Sankar

    Sean Sankar of Palantir and Trey Stephens of Anduril discuss the critical erosion of the U.S. defense industrial base and the urgent need to re-industrialize manufacturing capacity to counter China's dominance in drone and shipbuilding. The dialogue outlines how startups like Anduril are challenging traditional defense monopsonies through private R&D models and modular software platforms, while emphasizing that ethical AI and efficient data aggregation are essential for modern national security. Ultimately, the speakers argue that failing to address these structural gaps and domestic social fractures risks a loss of American global power by 2040, necessitating a shift from rigid government procurement to flexible, consumable defense strategies.

  9. The Diary Of A CEO1h 34m

    Financial Crash Expert: The 90-Day Collapse Timeline They Are Desperately Hiding.

    Professor Steve Keen

    Professor Steve Baker presents five geopolitical scenarios for the Iran-US-Israel conflict, warning that while a full-scale nuclear exchange remains low probability, the most likely outcome involves Iran disabling Israeli nuclear capabilities or destroying Gulf energy infrastructure, which would trigger a global collapse of the helium supply chain, fertilizer production, and semiconductor manufacturing. These military developments are framed within a broader analysis of President Trump's narcissistic leadership style and strategic "pump and dump" tactics that could precipitate a suicide mission by US ground forces. Concurrently, Baker predicts an imminent AI investment bust and mass unemployment that necessitate a structural shift from neoliberal capitalism to a resource-limited economic model supported by universal basic income and decentralized energy production.

  10. 20VC with Harry Stebbings1h 4m

    How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum

    Andrew Dudum, Harry Stebbings

    HIMS CEO Andrew Dudham discusses the company's strategy of utilizing public market pressures to accelerate innovation across ten clinical categories, achieving $2.3 billion in annual revenue despite a recent 66% stock decline. By deploying AI to enhance operational efficiency and leveraging a diversified portfolio to disrupt pricing models like those for GLP-1 treatments, the firm aims to standardize care while funding international expansion through the acquisition of Eucalyptus. The organization prioritizes physical fulfillment infrastructure and patient outcome alignment over speed, hiring high-grit talent to execute a long-term vision of making advanced healthcare accessible at significantly lower costs.

  11. All-In Podcast1h 21m

    SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

    Chamath, Jason, Friedberg

    SpaceX targets a historic $75 billion IPO to achieve a $1.75 trillion valuation while anticipating a future merger with Tesla that would create a $3.1 trillion global entity. The discussion frames this financial milestone against broader risks, including geopolitical instability in the Middle East that threatens global fertilizer supplies and quantum computing advances that could soon compromise current encryption standards. Additionally, the event explores accelerating AI adoption in corporate governance and logistics, alongside a crowded 2026 IPO pipeline featuring potential valuations for OpenAI and Anthropic.

  12. Milken Institute17 min

    Time to Heal: Bring the Hostages Home Now, A Conversation with Noa Argamani | Global Conference 2025

    Noa Argamani, Richard Sandler

    At the Milken Institute Global Conference, rescued hostage Noam Gamani detailed the lethal conditions and ongoing execution of captives held in Gaza, specifically highlighting the unresolved status of her partner Avi Natan. Gamani, recognized as a 2025 *Time* 100 inductee, urged global leaders to maintain relentless public pressure through visible advocacy to secure a comprehensive negotiation deal for the 59 remaining hostages. She emphasized that the crisis remains an active war zone where daily casualties occur unless immediate diplomatic action addresses the imminent threat of death for those still imprisoned.

  13. Milken Institute18 min

    A Conversation with Fernando Haddad, Minister of Finance of Brazil | Global Conference 2025

    Fernando Haddad, Laura Deal Lacey

    President Lula's administration projects a sustainable 3% annual economic growth trajectory through structural tax reforms, a new carbon market, and a Vice Presidential-led reindustrialization plan targeting hundreds of billions in private investment. This domestic strategy is reinforced by a dedicated National Data Center Policy promoting green digital infrastructure and solidified international partnerships under the G20 and BRICS frameworks to drive climate governance and the upcoming COP30 summit. With advanced infrastructure concessions and commitments such as a $34 billion corporate investment package, Brazil positions itself as a secure hub for sustainable capital seeking alignment with its 90% clean energy matrix.

  14. The Economist9 min

    Will China be the real winner from the Iran war? | The Economist

    Edward Carr, David Rennie, Adam Roberts, Zanny Minton Beddoes, Ed

    Chinese strategic leadership now prioritizes establishing new economic chokeholds in pharmaceuticals and chemicals while explicitly exploiting Donald Trump's transactional nature to secure high-end chip access, fearing that his potential political decline would empower hawkish rivals like Marco Rubio. This approach is underpinned by a cynical calculation that the United States is losing global favorability and alliance cohesion, prompting Beijing to cautiously normalize relations with Southeast Asian partners and free-ride on the existing US-led security order. Despite acknowledging the need for systemic adaptation, China's strategy remains paralyzed by an internal contradiction, lacking a viable plan for a destabilized "law of the jungle" environment while simultaneously avoiding the risks required to lead a new global order.

  15. The Economist9 min

    How America is racing China to the Moon | The Economist

    Oliver Morton, Rosie Blau

    The Artemis II crew successfully launched on NASA's largest rocket, marking the first human spaceflight beyond Low Earth Orbit since the Apollo era. Under Administrator Jared Isaacman's leadership, this reconnaissance mission accelerates U.S. lunar ambitions to counter China's 2030 landing plans and establish a permanent lunar presence rather than a temporary visit. The spacecraft is currently executing a unique trajectory designed to culminate in a splashdown near San Diego by mission day ten, paving the way for the eventual Artemis III lunar landing.