Latest Interviews
Showing 751–765 of 2,590 transcripts.
Clear all filters- Milken Institute46 min
The Next Generation of Investment Leaders | Global Conference 2025
Michael Arougheti, Todd Boehly, Michael Milken
On May 6, 2025, Ares' Michael Arrigetti and Eldridge's Todd Boley convened to discuss replicating Berkshire Hathaway's scale by building companies from scratch rather than acquiring existing ones. Their firms distinguished themselves through decade-long returns exceeding 67% for high-yield instruments and deep cultural investments in sectors ranging from private credit to sports franchises like the Baltimore Orioles and Los Angeles Dodgers. Both leaders project trillions in assets under management by leveraging undeployed capital, maintaining strict leverage discipline, and prioritizing long-term compounding over immediate financial necessity.
- RAISE Summit20 min
Eric Schmidt: AI and the Genesis of a New Epoch
Dr. Eric Schmidt characterizes the current technological landscape as a new epoch driven by the imminent arrival of reasoning-based AI, predicting that Artificial General Intelligence and superintelligence will emerge within four to six years. The discussion highlights a geopolitical divergence where the United States pursues capital-intensive closed-source models while China leverages open-weight systems, creating a strategic risk where global usage may outpace Western control. Schmidt concludes that massive infrastructure investment in compute capacity will outlast concerns of a market bubble, as autonomous systems will drive unprecedented growth in mathematics and software development independent of human data constraints.
Inside Hadrian's $260M Series C to Advance Manufacturing in America
Chris Power, Delian Asparouhov, Molly O’Shea
Hadrian secured $260 million in a financing round combining $110 million in equity from Founders Fund, Lux Capital, and other venture firms with $150 million in factory financing from Morgan Stanley to expand its automated US manufacturing capabilities. The company plans to rapidly scale its production footprint by opening a new Arizona facility by Christmas and pursuing additively manufactured defense and aerospace products, aiming to reach $1 billion in revenue by 2027. By leveraging AI to automate 70% of manufacturing tasks while retaining human oversight, Hadrian positions itself as a critical partner for the US government and defense primes seeking to reindustrialize supply chains ahead of the projected geopolitical "Davidson Window."
- Milken Institute28 min
A Conversation with the President of Paraguay H.E. Santiago Peña | Global Conference 2025
Under President Santiago Pena's leadership, Paraguay has secured a positive credit outlook from S&P Global and a diversified economy driven by industrial growth and renewable energy exports. The government's strict "no shortcuts" fiscal policy and simplified tax regime have stabilized currency and attracted major foreign investment, particularly from Brazil's manufacturing sector and global tech firms seeking data center connectivity. As the nation pursues OECD membership and expands trade agreements with the EU and UAE, it positions itself as a top-performing Latin American economy with significant potential for green hydrogen and digital infrastructure development.
- All-In Podcast8 min
What This Latest Supreme Court Ruling Means For Every President - Chamath Palihapitiya
Chamath Palihapitiya, Jason, Friedberg, Travis, Keith
Following a Supreme Court ruling that grants President Trump broad discretion to remove federal employees, a strategic dialogue explores the potential for the Department of Government Efficiency to rapidly restructure the sprawling 3-million-person workforce despite statutory constraints on specific departments. Participants debate the constitutional limits of executive authority versus congressional mandates, arguing that outcome-based accountability should empower the President to dismiss underperforming leadership teams while acknowledging that fully dismantling agencies requires legislative repeal rather than executive fiat. Although current judicial precedent supports at-will firings, the consensus warns that future implementation plans may face heightened judicial scrutiny as stakeholders contest the boundaries of executive power over federal personnel and budget impoundment.
- Y Combinator36 min
How Replit Went From $10M to $100M ARR In Just 9 Months
Replit has strategically pivoted to an AI-driven mission centered on its autonomous Replit Agent, a move supported by a dedicated infrastructure of NixOS and parallel agent sampling that achieved 45% monthly growth following a targeted workforce reduction. CEO Amjad Massad describes this transition as lowering barriers to software creation, enabling product managers and designers to deploy applications directly and shifting the primary bottleneck from engineering capacity to the volume of human ideas. As the technology matures beyond model coherence into complex computer use, the company anticipates a future where generalist knowledge and idea generation replace traditional coding syntax as the critical skills for creators.
- Y Combinator1 min
Small Teams Will Build the Future
The speaker forecasts a fundamental decade-long shift in productivity driven by significantly reduced coordination costs that will empower individuals and small groups. This structural change is expected to trigger a step change in output, moving beyond incremental gains to enable single actors to accomplish substantially more work. The anticipated outcome includes higher personal satisfaction from high-impact execution and a marked improvement in the quality of goods and services exchanged globally.
- Milken Institute1h 1m
Things That Will Blow Your Mind | Global Conference 2025
Richard Sandler, JC Btaiche, Rowland Illing, Christyl Johnson, Jeb Terry, Crystal Johnson
Led by moderator Richard Sandler, a panel of industry leaders from NASA, FUSE, AWS, and Cosm explored the technological interdependencies required to achieve sustainable lunar habitation by 2040, commercial fusion energy within a decade, and AI-driven healthcare advancements. Speakers detailed critical innovations ranging from NASA's use of digital twins and inflatable habitats for Mars missions to FUSE's "Radiation as a Service" model and AWS's multimodal generative AI applications that accelerate biological discovery. The consensus emphasized that while government funding is necessary, scalable progress in space, energy, and health relies heavily on structured public-private partnerships to incentivize private capital and navigate the growing energy demands of these transformative sectors.
- a16z49 min
America's Energy Problem: We Need A New Grid
David Ulevitch, Erin Price-Wright, Ryan McEntush, Aaron
This event addresses the critical ossification of the U.S. electrical grid, where aging infrastructure, severe transformer backlogs, and a dispersed skilled workforce have stalled megaproject development. Panelists argue that the solution lies in a decentralized "leapfrog" strategy combining on-site generation, Small Modular Reactors, and AI-driven management to bypass interconnection bottlenecks. The discussion highlights urgent investment opportunities in grid visibility software, industrial robotics, and supply chain diversification to meet the explosive power demands of data centers and EVs.
- Milken Institute25 min
A Conversation with GoldenTree Asset Management Founder Steven Tananbaum | Global Conference 2025
Steven Tananbaum, Ilana Weinstein, Stephen Tannenbaum
GoldenTree Asset Management, a $60 billion employee-owned firm founded by Stephen Tannenbaum, distinguishes itself through a disciplined credit strategy that has maintained top-quartile returns across 25 years despite an industry where 90% of assets are concentrated in just 10% of firms. The firm's longevity and lean 320-person structure are sustained by a promote-from-within culture that rigorously screens for critical thinking and resilience while rewarding capital actually in the ground rather than theoretical gains. As demand for alternative credit expands, GoldenTree leverages its specialized teams and transparent partnership model to project continued growth while adhering to a mindset that treats every fiscal year as a fresh competitive challenge.
- All-In Podcast8 min
Every Software CEO Is Terrified Of This AI Innovation - Travis Kalanick
Travis Kalanick, Chamath, Jason, Friedberg, Keith
Founders and investors express deep concern that AI agents will rapidly obsolete traditional web browsing, prompting a strategic pivot away from browser development toward direct agent-based task execution. Perplexity is positioned to disrupt the financial information sector by replacing Bloomberg's legacy terminals with superior real-time data and interface capabilities, specifically targeting users frustrated by high costs and poor usability. While market speculation suggests Apple might acquire Perplexity to solve search distribution challenges, critics argue that Apple's historical delays in AI execution and cultural mismakes render such a deal strategically unsound.
- a16z59 min
Aaron Levie on AI's Enterprise Adoption
Enterprise leaders are rapidly shifting from skepticism to treating artificial intelligence as a competitive imperative, prioritizing workflow adaptation and governance over technological breakthroughs to drive adoption. This transition is redefining software economics through usage-based pricing and transforming developer roles from code execution to AI agent orchestration, which significantly expands individual output without immediate headcount reduction. While legacy systems and data silos continue to slow enterprise integration compared to the consumer sector, strategic pivots toward unstructured data management and AI-native talent acquisition are poised to normalize these capabilities as a fundamental operational layer within five to ten years.
- All-In Podcast1h 31m
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
Travis Kalanick, Keith Rabois, Chamath, Jason, Friedberg
Travis Kalanick unveiled his "Bowl Builder" robotic food assembly machine designed to slash labor costs to 10% of revenue, while Elon Musk confirmed ongoing discussions with Pony AI to license autonomous driving technology for both passenger and food delivery applications. These logistical advances align with Musk's announcement that Grok 4 has outperformed competitor models by scaling general computation and transitioning exclusively to synthetic training data. Amidst these technological shifts, Musk also proposed a new political party focused on fiscal responsibility to influence congressional races, a move supported by the Supreme Court's recent ruling granting the President broad authority to execute federal workforce reductions.
- Y Combinator43 min
Aravind Srinivas: Perplexity's Race to Build Agentic Search
Aravind Srinivas, Sami, Akshat, Ravin, Angela
Perplexity AI founder Aravind Srinivasan addresses the company's rapid infrastructure strain and recurring competitive skepticism while detailing the strategic development of "Comet," an AI-powered browser designed to function as a cognitive operating system for complex agentic tasks. Differentiating itself from incumbent tech giants bound by ad-revenue models, the 200-person team leverages AI-driven engineering workflows to iterate quickly, aiming to capture direct transaction revenue through subscriptions rather than competing on traditional search advertising. Srinivasan projects a future where Perplexity maintains market relevance by prioritizing speed and human oversight in distributed systems against inevitable large-scale replication attempts from major competitors.
- Goldman Sachs11 min
The Three Top Equity Market Themes
Goldman Sachs' Lou Miller characterizes the current market as "bulletproof" due to a convergence of supportive tailwinds, including lower-than-expected tariff impacts, a rapid shift in AI optimism affecting 31% of S&P capitalization, and falling yields signaling an impending rate cut cycle. Client strategies are increasingly targeting AI winners, financial deregulation, and specific international exposures in regions like Europe, Japan, and China, while Miller maintains a bullish long-term view on U.S. exceptionalism despite short-term concentration risks. Forward-looking catalysts for this nine-week rally in beta factors include a likely September rate cut and the removal of tariff fears by August, with earnings expected to exceed consensus thanks to pre-build inventory and anticipated margin expansion from AI adoption.