Latest Interviews

Graham Hancock: They May Have Secretly Found Antarctica 300 Years Before Us!

Graham Hancock

Facing imminent, life-threatening heart surgery, author Graham Hancock recorded this interview to preempt negative narratives while outlining his hypothesis that a global cataclysm around 12,800 years ago destroyed a sophisticated "lost civilization" and reset human history. He supports this theory with geological evidence of a comet impact, cites archaeological anomalies such as Göbekli Tepe and the Great Pyramid of Giza, and argues that shamanism and psychedelics were the catalysts for early human consciousness. Hancock concludes by urging humanity to abandon nationalist tribalism and scientific arrogance to avoid a second self-annihilation, advocating instead for a unified global identity grounded in expanded consciousness.

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

John Fetterman, Dave McCormick, Graham Platner, Chamath, Jason, Friedberg

Pennsylvania Senators John Fetterman and Dave McCormick exemplify a rare bipartisan model by jointly opposing AI moratoriums and government shutdowns to secure national security and economic growth in a state serving as a national microcosm. Their partnership has catalyzed a blue-collar boom through $92 billion in energy and data center investments, leveraging Pennsylvania's diverse coalition to challenge extreme partisanship and attract working-class voters. By prioritizing institutional stability and permitting reform over ideological purity, the senators argue their approach offers a viable path forward for resolving existential threats like the national debt and global technological competition.

The Most AI-Pilled CEO We Know

Pedro Franceschi, Jared, Gary, Mark Mandelmann, Jason Mayes

Pedro Franceschi outlines a strategic framework for AI-native leadership, urging CEOs to act as Chief AI Officers who "re-found" their companies by treating AI as an agent rather than a tool, while distinguishing between product, operational, and corporate adoption agendas. Brex exemplifies this approach through its security architecture, which employs the open-sourced Crab Trap proxy to manage agent permissions and the Magpie system to track granular token ROI, thereby achieving high automation rates while maintaining rigorous control. This evolution signals a broader industry shift where founders focus on defining problems and capturing out-of-distribution human wisdom, while the operational burden shifts to self-improving, domain-specific virtual employees that will eventually redefine corporate hierarchies around AI interfaces.

Private Markets at an Inflection Point

Pete Lyon, Michael Brandmeyer, Alison Nathan

Driven by a structural shift in private markets where holding periods have elongated and distributions remain below historical averages, industry leaders anticipate normalization by 2026 as liquidity channels diversify and Fed rate hikes subside. While public market rallies have temporarily compressed private equity alpha, the asset class maintains resilience against equity volatility and serves as the primary hub for innovation, supported by a secondary market projected to double in size. Goldman Sachs predicts that sustained earnings growth and easing debt conditions will eventually trigger a gradual increase in IPO and M&A activity, potentially surpassing 2021 deal volumes within three years if geopolitical stability is restored.

Dan Dreyfus: The Next AI Bottleneck is Copper

Dan Dreyfus, Chamath, Jason, Friedberg, Shabbath

Dan Dreyfus argues that the U.S. is pivoting from a "capital-light" economic model to an urgent, infrastructure-heavy industrial cycle driven by AI, electrification, and geopolitical supply shocks. This transition creates a critical bottleneck in copper and critical minerals, necessitating massive government intervention and new mining capacity while exposing vulnerabilities in the aging electrical grid. Consequently, investors are positioning for a commodities supercycle and high-wage re-industrialization to hedge against currency debasement and meet the unprecedented demand for physical resources.

Reinventing Play: The New Frontier of Gaming Technology and Creation | Global Conference 2026

Geoff Keighley, Johanna Faries, Laura Miele, Gregory Milken, Donald Mustard, DAN GALPIN, MANO MARKS, LAURA MURPHY

Industry leaders Johanna Levinson, Gregory Melkin, Donald Mustard, and Laura Miele convened to outline the gaming sector's transition from episodic releases to continuous live-service models driven by AI adoption and transmedia expansion. The panelists agreed that while mobile platforms retain the largest user base, the market is shifting toward flexible pricing strategies and global partnerships that allow small teams to compete with AAA studios through democratized development tools. Furthermore, the consensus emphasizes a strategic pivot where creative integrity and long-term cultural relevance now outweigh short-term monetization, as publishers integrate mobile, cloud, and social features to sustain player engagement across diverse hardware ecosystems.

Sarah Paine - Why Putin and Xi can't escape geography

Sarah Paine, Putin, Xi

The event analyzes the fundamental geopolitical divergence between continental "elephant" powers reliant on land armies and maritime "whale" powers driven by trade and naval defense, arguing that the current global instability stems from China and Russia attempting to impose a 19th-century sphere-of-influence system. Drawing on the theories of Mackinder and Spykman, the discussion highlights how maritime democracies must leverage sanctions and economic insulation rather than direct territorial conquest to counter continental aggression that seeks to hollow out post-WWII institutions. Ultimately, the presentation warns that failing to maintain this rules-based order risks a catastrophic third world war, emphasizing that maritime strategies offer the only path toward sustained positive-sum growth.

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

Bill Maris, Chamath, Jason, Friedberg, Thomas, Sachs, Alex Komoroske

Former Google Ventures CEO Bill Mares has launched Section 32, a $150 million venture fund designed to capitalize on the mathematical advantages of smaller fund sizes by targeting high-growth infrastructure plays in the rapidly evolving AI sector. Drawing on his history of scaling Google's data center business and generating 4.1x returns at GV, Mares explicitly rejects non-financial metrics to outperform larger competitors that struggle with valuation inflation and return multiples. The strategy prioritizes early-stage deep tech and computational biology opportunities in markets where smaller capital pools can achieve top-decile performance without the structural inefficiencies plaguing billion-dollar funds.

Must Read Research: Bull & Bear, AI Infrastructure, Underdog and Housing Markets

Candice Browning, Michael Hartnett, Rafe Jadrosich

Recorded on June 8, 2026, this session analyzes a macroeconomic backdrop defined by $6 trillion in U.S. equity wealth gains alongside persistent inflation that has pushed nearly two-thirds of global central banks past their targets. The discussion details specific growth opportunities in hyperscale data center industrial catering, projected to reach $100 billion, and Underdog's expansion as a top-ranked social-first prediction market platform. Additionally, the briefing evaluates diverging housing sector trends, where affordability constraints have forced major builders to cut margins in key regions while luxury segments and remodel markets benefit from resilient high-income demand.

Making Trades in Microseconds and Nanoseconds

Dwarkesh Patel, Ron Minsky, Dan Pontecorvo

The event analyzes how trading systems segment operations across ultra-low, mid-range, and long-duration latency horizons to align decision complexity with hardware capabilities. It highlights the critical trade-off between intelligence and speed, demonstrating that sub-100-nanosecond regimes require FPGA-based simple logic while longer intervals support sophisticated models. The discussion concludes by outlining how competitive positioning relies on an ensemble approach that tailors decision-making processes to specific latency buckets.

Startup School is back!

YC Startup School functions as a high-impact incubator for smart, ambitious founders by exposing attendees to elite peers and high-profile experts like Fei-Fei Li and John Preskill. This immersive environment demystifies the Y Combinator application process while validating the attainability of entrepreneurship, a shift that often prompts participants to abandon traditional employment paths. Consequently, the program frequently serves as the primary catalyst for launching ventures, fundamentally altering the trajectory of those who attend.

Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"

Nikesh Arora, Chamath, Jason, Friedberg, Sarah, Dave, Shamad, Takeda, Jeff Weiner, Bill Hackman

Palo Alto Networks CEO Nikesh Arora celebrates an eight-year tenure marked by a $17 billion to $238 billion market capitalization surge while projecting a potential path to a $1 trillion valuation. Arora details how the company's AI system "Mythos" identified code vulnerabilities in six weeks that would normally take years, signaling a rapid industry shift where analytical SaaS becomes obsolete and infrastructure demand surges tenfold. Looking forward, the organization is pivoting its acquisition strategy toward high-margin operational efficiency and predicting that AI agents will replace traditional user interfaces and legacy software within five years.

Can the US-Iran ceasefire hold? | The Economist

Gregg Carlstrom, Rosie Blau

Iran violated a US-mediated ceasefire by launching ballistic missiles against Israel in response to unauthorized Israeli airstrikes in Lebanon, prompting immediate Israeli retaliation against Iranian military and industrial sites. While President Trump publicly rebuked Prime Minister Netanyahu for undermining the agreement, the US administration is simultaneously working to restrain further escalation without directly engaging in combat. This cycle of limited strikes and diplomatic maneuvering now tests the stability of the fragile truce, with the future of the peace deal hinging on Washington's ability to enforce strict limits on Israeli operations.

Leading Through Complexity: EY’s Janet Truncale on Leadership, AI, and the Modern Boardroom

Janet Truncale, Matt McClure

EY Global Chair Janet Troncalli is steering the firm's transformation into a tech-enabled professional services model that leverages AI for 400,000 employees across 150 countries while prioritizing a "humans at the center" approach. The organization is shifting toward co-source managed service partnerships and fostering a challenger culture to navigate geopolitical risks, evidenced by accelerated client capital deployment despite dampened M&A activity. This strategic pivot is underpinned by a unified global operating model, extensive AI training for the workforce, and a leadership framework designed to manage complex decision-making through alignment over consensus.

Payroll call

Sphia Salim, Zviya Salim, Aditya Abbas, Shruti Mishra, Alex Cohen, Mark Havana, Bruno Brasenia

The June 5th release of U.S. payroll data significantly surpassed consensus expectations with 120,000 private sector jobs added and upward revisions of 93,000, driven primarily by leisure, hospitality, and local government roles. This strength shifted risk distributions toward a hawkish stance for the Federal Reserve, yet strategists maintain that a June rate hike remains unlikely due to stable unemployment and wage growth, anticipating that Chair Jerome Powell will address inflation concerns at upcoming Senate testimony. Consequently, the dollar rallied against major currencies while two-year Treasury yields jumped over 10 basis points, though market pricing for pre-midterm rate increases may overestimate immediate policy action given lingering skepticism about Chair Powell's timeline.