Latest Interviews

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.

AI Guidance for Physical Work

A new technological framework deploys real-time AI guidance via wearable cameras to accelerate physical labor proficiency, effectively replacing traditional months-long training with immediate visual and auditory coaching. Market viability is driven by the convergence of advanced multimodal models, ubiquitous smart hardware, and urgent skilled labor shortages, enabling three distinct business models: enterprise B2B sales, vertical integration in specific sectors, or a platform for rapid workforce upskilling. The initiative seeks collaborators to build systems that provide AI superpowers to field service, manufacturing, and healthcare workers, aiming to augment rather than replace human capability in physical roles.

Cursor for Product Managers

Identifying a critical gap where current AI tools like Cursor excel at implementation but fail to support the product discovery phase, the event proposes an "AI-native system" designed as a dedicated "cursor for product management." This proposed solution ingests customer interviews and usage data to generate validated feature outlines, propose specific UI and data model changes, and break down development tasks for coding agents. The organizers are actively seeking engagement from founders and developers to collaborate on building solutions that address this evolving need in product specification methodology.

Innovation in Artificial Intelligence and Manufacturing | Middle East & Africa Summit 2025

Hunny Bhagchandani, Kaushik Burman, Frans Cronje, Songo Didiza, Guy Diedrich, Mostafa El-Ghorab, Kweilin Ellingrud, John Kamara, Francis Kariuki, Ayaan Mohamed, Editha Mshiu, Emily Musil, Nneile Nkholise, Derick Nwumfor Chunga, Michael Milken

Launched in 2021, the Milken-Mozzeppe Innovation Prize's fourth "AI and Manufacturing" track selected ten semi-finalists from over 12,000 global applicants to compete for a $1 million grand prize at the May 2026 Milken Institute Global Conference. A panel of industry experts evaluated these contenders based on commercial viability and technological depth, with five companies including Digitech Oasis and Blee Glee Management Company advancing to the final round while all ten recipients received $50,000 seed awards. Strategic commentary from leaders such as Michael Milken underscored the program's role in catalyzing local African manufacturing, creating youth jobs, and disintermediating global industries through AI-driven innovation.

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

Jan Hatzius, Dominic Wilson, Alison Nathan

Goldman Sachs projects 2026 global growth to reach 2.7%, driven by the "One Big Beautiful Bill Act," German fiscal easing, and the fading impact of 2025 tariffs. The firm forecasts a 2.5% expansion for the U.S. economy alongside expected Federal Reserve rate cuts that aim to lower inflation and address labor market stagnation. While equities are anticipated to deliver low double-digit returns, analysts warn of recession risks tied to the "SOM Rule" and elevated valuations that may trigger significant market volatility.

Why Israel is closely watching the Iran protests

Anshel Pfeffer, Jason Palmer, Eva

Following a twelve-day war in June, intensified protests and economic instability in Iran threaten to shatter the regime's hold on power while prompting leadership concerns over potential external retaliation to divert attention. In response, Israeli Prime Minister Benjamin Netanyahu is maintaining a low-profile strategy of strategic patience, allowing internal Iranian dynamics to unfold rather than launching immediate military strikes. This approach aims to facilitate long-term geopolitical shifts, including the eventual erosion of Iran's proxy network and the potential for a future strategic alliance that could end decades of hostility.

AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)

Ryan McEntush, Angela Strange, Sarah Wang

Ryan McIntosh, Angela Strange, and Sarah Wang identify three pivotal 2026 inflection points defining the future of American industry, finance, and software architecture. These experts forecast a transition where the U.S. must vertically integrate its electro-industrial ecosystem to match China, financial institutions must abandon legacy mainframes for AI-native data systems to unlock tenfold operational scaling, and dynamic AI agent layers must displace traditional systems of record to enable autonomous execution. Collectively, these shifts emphasize that future economic and military power depends on controlling embodied electrified components, unifying data across unstructured sources, and achieving product velocity through continuous AI-driven iteration.

All-In x Kill Tony: A Hilarious Holiday Special

Tony Hinchcliffe, Chamath, Friedberg, Jason Calacanis, David Sacks

The All-In Podcast team hosted its second annual holiday party in San Francisco, featuring comedian Tony Hinchcliffe to fill the void of Chamath Palihapitiya while Jason Calacanis, David Sacks, and David Friedberg delivered personal roasts. During the event, the hosts presented their annual "Bestie Awards" to identify major business winners like NVIDIA and Alphabet alongside political and scientific winners such as the crypto industry and asteroid nucleic acid discoveries. The gathering also served as a platform to discuss free speech trends, comedy industry shifts, and future technological breakthroughs while mocking specific political and social figures.

Matt Godbolt: Advanced Skylake Deep Dive

Matt Godbolt, Jesper

Matt Godbolt, a prominent C++ developer transitioning to HRT, presents a detailed reverse-engineered analysis of the Skylake-era CPU microarchitecture based on community findings rather than official documentation. The talk dissects critical pipeline stages including the front-end's instruction decoding, the micro-op cache limitations, and the complex register renaming mechanics that define the processor's performance characteristics. Key revelations include specific hardware flaws like the Loop Stream Detector bug, port allocation strategies, and the diminishing returns of increasing architectural register counts compared to the hundreds of physical registers already available.

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

David Sacks

OpenAI has issued a "Code Red" directive requiring full-time office presence to address a sharp drop in market share from over 90% to 68% amid intensifying competition from Google's Gemini, Anthropic's Claude, and xAI's Grok. Simultaneously, the episode scrutinizes David Sacks' ethics controversy after New York Times allegations of conflicts of interest were dismissed by the Office of Government Ethics, with critics labeling the report a political hit job. The discussion further analyzes shifting economic dynamics, including state-level fiscal risks from wealth taxes and a predicted pivot toward multimodal, agentic AI models that threaten traditional subscription revenue models.

Are AI Bubble Concerns Warranted or Overblown?

Eric Sheridan, Kash Rangan, Allison Nathan

NVIDIA's projection of $3 trillion to $4 trillion in global AI infrastructure spending by 2030 has outpaced analyst expectations, though this capital surge faces scrutiny regarding sustainability and potential market bubbles. While the current "Magnificent Seven" exhibit strong free cash flows unlike 1990s tech firms, analysts warn of fragile circular investments and rising leverage risks that mirror the 2000 telecom era collapse. Experts anticipate a probable "trough of disillusionment" as enterprise AI adoption lags and the industry confronts the challenge of sustaining returns for an ecosystem where historically only a few companies generate excess capital efficiency.

The Next Era of Women’s Health | Future of Health Summit 2025

Bertha Coombs, Jill Biden, Lupita Nyong'o, John Whyte

Federal initiatives led by First Lady Jill Biden have allocated $1 billion to address historical sex-based biases in medical research following decades of excluding women from clinical trials. This funding, supported by high-profile advocates like Lupita Nyong'o, aims to prioritize critical issues such as uterine fibroids and cardiovascular disease while pushing for legislative changes that reclassify necessary treatments as medically essential rather than elective. Despite these strides, systemic challenges remain, including the need to correct male-centric data in artificial intelligence and shift medical culture toward holistic, patient-centered dialogue to ensure equitable care outcomes.

Gold, Oil, and Rare Earths: Commodities on the Move

Daan Struyven, Alison Nathan, Don Stroyven

Goldman Sachs analysts outline a market landscape defined by U.K. sanctions on major Russian oil producers, which could raise prices by $20 per barrel if OPEC+ fails to offset the disruption, while simultaneously projecting Brent crude to decline to the mid-$50s by 2026. The report highlights critical supply chain fragilities in the rare earth sector, where China's 92% refining dominance and decade-long Western build-out timelines create geopolitical leverage that investors must hedge. To mitigate these risks, the strategy recommends a structural reallocation toward gold, with a target of $4,900 per ounce, as a primary defense against fiscal debasement and resource weaponization alongside silver's volatile, liquid-dependent profile.

Can the China Rally Continue?

Stratford Dennis, Chris Hussey

Stratford Dennis outlines a bullish strategy for Chinese equities and Brazil, anticipating a 30% upside in Chinese tech driven by attractive valuations and a 15% yield advantage in Brazil due to an upcoming interest rate cycle. While policymakers target 5% GDP growth despite US-China trade tensions, Dennis warns that a potential data vacuum from the US government shutdown could eventually widen risk profiles for emerging markets. To capitalize on these conditions, the firm is hedging against trade deal failures and executing specific trades in Brazilian equity upside calls while maintaining a light global position in Brazil.

10th Annual Goldman Sachs Gives Analyst Impact Fund

Kunal Shah, Asahi Pompei, Rob Lightfoot, Rishi Sunak, Lena Eberhardt, Kenne Ijekeme, Dr. Alex Dagan, Una Bradley, Cynthia Kahumbura, Gunjan Samtani, Pablo Salome, Edith Cooper, Julian Salisbury, Jim Cramer, Billie Jean King

Celebrating its tenth anniversary, the Goldman Sachs Gives Analyst Impact Fund concluded its 2024 London finals with judges including Kunal Shah and former Prime Minister Rishi Sunak evaluating proposals that ultimately awarded Jacaranda Health the top prize of $250,000. Four finalist teams representing global initiatives in maternal health, education, conservation, and assistive technology competed for a $550,000 grant pool, with Conservation X-Labs, Let's Get Ready, and Lifelights securing second, fourth, and third place respectively. The event highlighted the program's growth to 1,000 participating analysts in a single year and reinforced its role in cultivating leadership skills while driving significant community impact through technology-driven solutions.