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  1. Milken Institute29 min

    Conversation with US Ambassador to the Republic of Türkiye Tom Barrack | Middle East & Africa Summit

    Tom Barrack, Paul Wallace

    Ambassador Tom Barak outlines a strategic shift toward local autonomy and economic prosperity, citing the 1968 UAE formation as a model for neutralizing threats like Hezbollah and Hamas without external mandates. He details significant diplomatic progress between Presidents Trump and Erdoğan, including the resolution of S-400 disputes and a 50% reduction in Turkish reliance on Russian energy, alongside predictions for lifting Syrian sanctions to boost oil production. While facing skepticism regarding Israel's acceptance of Turkish involvement in a Gaza stabilization force, Barak advocates for a regional future defined by technological integration and a "Solomon Accord" to restore Turkey-Israel trade despite current political friction.

  2. Jane Street1h 23m

    Bryan Cantrill: Andreessen’s Folly - The False Dichotomy of Software and Hardware

    Bryan Cantrill, Andreessen, Alan Kay, Jonathan Gruber, Trevor Johnsen, Tred Wansell, Jermaine

    Speaker critiques Marc Andreessen's "Software Eating the World" thesis as a false dichotomy while detailing Oxide Computer Company's hardware-software co-design strategy to reclaim stack control. By abandoning proprietary layers like UEFI and Baseboard Management Controllers in favor of custom operating systems and holistic integration with AMD silicon, the company addresses systemic reliability failures that plague commoditized reference designs. This approach has already resolved complex hardware-software interaction bugs and positions the firm to pursue open-source firmware and transparent accelerator partnerships to eliminate vendor lock-in in future data center infrastructure.

  3. The Economist9 min

    Is ICE a threat to American democracy?

    Charlotte, Ed, Steve

    President Trump's administration has aggressively expanded federal authority by deploying militarized agents to enforce immigration policies, culminating in the fatal shooting of an unarmed nurse and the establishment of unchecked executive control over enforcement actions. While a recent poll shows 92% of respondents view ICE as a threat to democracy, discussion leaders emphasize that only legal accountability for lethal officers, rather than public outrage or "supine" congressional action, can effectively halt this erosion of democratic norms. As the administration continues to pursue political retribution beyond statutory mandates, the critical challenge for the coming year remains whether institutions and civil society will force a confrontation to prevent the normalization of these unchecked executive powers.

  4. The Economist8 min

    Why civil war is brewing in Iran

    Nicolas Pelham, Jason Palmer

    Iran is currently experiencing a violent "quiet civil war" where the state and royalist factions have polarized following a shift from peaceful protest to extreme bloodshed driven by economic collapse. The conflict features mutual accusations of foreign mercenary involvement and the sidelining of traditional democratic leaders in favor of armed mobilization, even as Supreme Leader Ali Khamenei remains isolated while exiled figures and tribal groups prepare further escalation. This escalating crisis, occurring amidst potential U.S. military intervention, threatens to plunge the Islamic Republic into an unpredictable transition that could result in either Revolutionary Guard dominance or a prolonged struggle for power.

  5. Goldman Sachs16 min

    How AI is Driving Drug Discovery: Xaira Therapeutics' Marc Tessier Lavigne

    Marc Tessier Lavigne, Sonia Gupta

    Zara Therapeutics CEO Mark Tessier Levine is applying a three-pillar strategy combining AI-driven design, massive-scale biology, and clinical experience to disrupt an industry where 90% of drug candidates currently fail. By leveraging frontier models from David Baker and over $1 billion in funding, the company targets undruggable proteins and aims to reduce development timelines from five years to under two. This approach shifts the paradigm from intuitive trial-and-error to a systematic, in silico process designed to fundamentally increase clinical success rates.

  6. 20VC with Harry Stebbings1h 18m

    Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare

    Jason Lemkin, Rory O'Driscoll, Harry Stebbings

    Capital One's $5.15 billion acquisition of Brex integrates the fintech with Discover's payment network to capture interchange fees, setting a market benchmark of 7x revenue that pressures private competitors like Ramp to reconsider their valuations. Concurrently, a unique TikTok divestiture structure allowed US investors to acquire an 80% stake for roughly 1x revenue while Chinese entities retain the algorithm, a deal skipped by major venture firms despite its low entry price. In the AI sector, Anthropic's shifting cost dynamics and Open Evidence's massive raise highlight a transition where inference expenses now dominate margins, forcing legacy SaaS firms to either secure premium pricing for agent-based value or face obsolescence.

  7. The Diary Of A CEO1h 50m

    Early Retirement Expert: A House Vs Stocks... (Here Is The Truth)

    David Bach, Steven

    The speaker outlines a data-driven wealth accumulation strategy emphasizing that homeownership and automated retirement savings serve as the primary mechanisms for generating generational wealth and overcoming the precarious financial reality facing most Americans. Key tactical recommendations include the "One Hour" rule to save 12.5% of gross income, the D.O.L.P. debt elimination method, and a diversified investment portfolio centered on broad-market index funds like VTI and QQQ. The presentation further addresses marital financial risks, the necessity of personal estate planning due to projected Social Security shortfalls, and the critical mindset shift required to execute these plans for long-term success.

  8. Milken Institute59 min

    Digital Assets at the Crossroads: From Promise to Permanence | Middle East & Africa Summit 2025

    Michael Piwowar, Adeeb Ahamed, Yoni Assia, Yuval Rooz, Joanne Strain, Adib Ahmed

    Geopolitical fragmentation is driving a shift toward sovereign regional payment ecosystems while AI integration and configurable privacy protocols like the Canton Network address critical interoperability challenges. Simultaneously, legal frameworks in jurisdictions such as the UAE and UK are classifying digital assets as a distinct form of property, enabling the tokenization of trillions of dollars in traditional illiquid assets onto blockchain rails. This regulatory evolution, paired with the rise of stablecoins as primary treasury instruments, is forcing traditional capital markets to adopt 24/7 trading models and modernize legacy infrastructure to meet the demands of a crypto-native generation.

  9. Sourcery with Molly O'Shea43 min

    Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia

    Elon Musk, Shaun Maguire, Molly O'Shea

    Sean McGuire describes SpaceX as the "greatest company of all time," having invested $1.2 billion since 2019 to acquire a stake now valued at approximately $12 billion amid an implied $800 billion market cap. The organization is pivoting toward building space-based data centers by leveraging the excess launch capacity of the Starship rocket, a strategic move paralleled by Starlink's evolution into a global infrastructure network serving over 15 million subscribers. Upcoming milestones include the 2026 deployment of reliable Starship flights and a 2028 rollout of Direct to Cell services, which collectively aim to unlock massive liquidity through an anticipated IPO while reshaping the physical infrastructure constraints facing the AI sector.

  10. Goldman Sachs20 min

    Edward Norton: From Hollywood to High-Impact Entrepreneurship

    Edward Norton, Kim Posnett, Sam Britton

    Actor and entrepreneur Edward Norton leverages his collaborative philosophy, famously asserting that "one plus one plus one equals ten," to co-found successful ventures like CrowdRise and the data analytics firm Kensho. These enterprises, which were eventually sold to GoFundMe and S&P respectively for substantial valuations, emerged from solving specific inefficiencies in fundraising and board governance rather than a pursuit of status. Norton applies this same fusion of analytical and creative thinking to his current infrastructure project, Stacks, while maintaining that his film career and environmental advocacy function as a synergistic force rather than a divided focus.

  11. 80,000 Hours2h 33m

    Why 'Aligned AI' Would Still Kill Democracy | David Duvenaud, ex-Anthropic team lead

    David Duvenaud, Rob

    This analysis argues that Artificial General Intelligence could cause human disempowerment through structural economic, political, and cultural incentives rather than malicious intent. As machines surpass human utility, competitive pressures are projected to marginalize human labor, erode democratic checks, and shift resource allocation toward automated entities, creating a 70-80% probability of detrimental outcomes under current trajectories. The presentation highlights proposed countermeasures such as legalizing AI constitutions, establishing monitoring indices for human decline, and developing coordinated global governance to preserve human agency in a post-labor economy.

  12. The Economist9 min

    Why are ICE agents targeting Minneapolis?

    Edward Carr, Jason Palmer

    The administration targeted the Democratic stronghold of Minneapolis for immigration enforcement to politically polarize voters and challenge officials like Governor Tim Walz, despite the city's small immigrant population creating logistical challenges for meeting enforcement quotas. This strategy follows disputed border agent shootings, including the killing of Alex Preti, where conflicting narratives between officials and video evidence have fueled public opposition and shifted polling toward abolishing ICE. As Minnesota leaders face federal investigations and federal agents preempt local inquiries, escalating tensions between state and federal authorities are driving potential government shutdowns while large protests continue in freezing conditions to contest the administration's monopoly on defining the facts.

  13. 20VC with Harry Stebbings1h 7m

    Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All?

    Max Junestrand, Harry Stebbings

    In December 2025, legal AI company Legora achieved record-breaking growth by adding $7 million in ARR in 24 hours, a gain surpassing its 2023 and 2024 totals while expanding its workforce from 30 to 300 employees. Founder Max Dunstrand positions the firm as a centralized operating system for legal work, recently securing top UK deployment figures over competitor Harvey and shifting its U.S. revenue strategy to capitalize on a market the leadership views as winner-takes-all. Looking forward, the company predicts significant industry consolidation and a reduction in junior lawyer reliance over the next two years, driven by its consumption-based pricing model and intensive forward-deployed engineering approach.

  14. Sourcery with Molly O'Shea23 min

    Data Centers in Space? Armada’s CEO on SpaceX and the Edge

    Dan Wright, Molly O'Shea

    Armada, funded by over $200 million, deploys modular AI factories to bring hyperscale computing to remote and hostile environments, effectively bridging the digital divide in regions lacking traditional infrastructure. Strategic alliances with key entities like SpaceX, OpenAI, and Microsoft enable the company to integrate edge connectivity and proprietary models into diverse sectors ranging from military operations on aircraft carriers to disaster response in the Arctic and Saudi desert. By prioritizing rapid deployment of American-led AI stacks, Armada aims to secure global data sovereignty and expand its footprint into critical industries such as energy and defense through 2026.

  15. The Diary Of A CEO1h 39m

    The Microbiome Doctor: Doctors Were Wrong! The 3 Foods You Should Eat For Perfect Gut Health!

    PROFESSOR TIM SPECTOR, Steven

    Professor Tim Spector synthesizes emerging research to demonstrate that chronic inflammation and gut health are primary drivers of brain disorders like dementia and Parkinson's, challenging traditional views that prioritize genetics or chemical imbalances. He outlines an eight-rule protocol centered on microbiome diversity, advocating for the consumption of thirty weekly plant varieties, fermented foods, and time-restricted eating to lower inflammation and prevent cognitive decline. Spector also emphasizes that holistic interventions, including sauna use, social connection, and public policy changes to food environments, are essential for mitigating vascular risks and improving long-term brain resilience.