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  1. Milken Institute28 min

    Centers for Medicare & Medicaid Services Administrator Mehmet Oz | Global Conference 2025

    Mehmet Oz, Esther Krofah

    CMS Administrator Mehmet Oz has launched a strategic overhaul targeting an $80 billion annual savings by combating fraud, consolidating fragmented IT systems, and addressing lifestyle-driven chronic illness through the "Make America Healthy Again" initiative. The administration is restructuring federal incentives to support governors, deploying AI for real-time health notifications, and terminating wasteful contractors to fix systemic inefficiencies that currently cost the nation billions in duplicate payments and fraud. Oz warns that without these immediate structural interventions and a shift toward individual health responsibility, the Medicare and Medicaid system faces the risk of catastrophic collapse.

  2. All-In Podcast25 min

    Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money

    Anatoly Yakovenko, Chamath, Jason, Friedberg

    Solana co-founder Anatoly Yakovenko outlines a transformative financial vision where $1.7 billion institutional tokenization and new regulatory frameworks like the "Genius Act" unlock trillions in stablecoins and real-world assets on Solana as the global execution layer. He predicts that within five years, the internet will surpass China and Japan as the top holder of US treasuries, driven by quantum-resistant cryptography and a synchronized, speed-of-light settlement network. This shift aims to displace traditional banking margins and integrate regulated entities like NASDAQ, provided that legal clarity enables the mass adoption of tokenized securities and uncapped economic utility.

  3. Goldman Sachs30 min

    The Healthcare Outlook: Macro Challenges and Biotech Innovations

    Asad Haider, Amit Sinha, Allison Nathan

    Following five years of underperformance driven by capital rotation into artificial intelligence and regulatory uncertainty regarding drug pricing, the U.S. healthcare sector is undergoing a structural correction characterized by a declining S&P 500 weighting and a shift in early-stage capital formation toward private markets. Despite these macro headwinds, specific innovation cycles in oral obesity treatments, oncology, and cardiovascular therapeutics are creating idiosyncratic opportunities, particularly within the mid-cap biotech space where investors are beginning to recognize potential for outsized returns on revenue. While large pharmaceutical firms report initial AI-driven cost savings, market participants remain cautious, awaiting tangible earnings improvements before fully re-rating assets in an environment defined by a looming patent cliff and reduced federal research funding.

  4. All-In Podcast26 min

    Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement

    Dara Khosrowshahi, Elon, Chamath, Jason, Friedberg

    Uber CEO Dara Khosrowshahi outlines a strategy to remove safety drivers from its fleet by the end of the current year while maintaining a hybrid human-AV model to maximize asset utilization across partners like Waymo and Chinese robotics firms. Concurrently, the company plans to deploy its substantial free cash flow into a $20 billion stock buyback and direct AV investments, positioning its network as an essential demand layer for future fleet operators. This approach aims to expand autonomous adoption to 20% of global rides within a decade, creating a transition period where drivers are retained through platform growth and pivoted into new roles like AI data labeling.

  5. Goldman Sachs38 min

    Inside the Olympics: Resilience and the Road to LA 2028

    David Solomon, Chuck Aoki, Meghan Duggan, Gene Sykes, Nick

    The U.S. Olympic & Paralympic Committee highlighted the contrasting yet complementary journeys of Paralympian Chuck Aoki and Olympian Megan Dugan to illustrate the movement's reliance on mental fortitude, community, and a legacy of inspiration. Detailed accounts of their competitive strategies, including the 2018 women's hockey team's visualization tactics and Aoki's resilience against disability, underscore the non-commercial, social enterprise nature of the Olympic and Paralympic movements. Looking toward the future, USOPC Chair Gene Sykes and new CEO Reynolds Hoover are leveraging military-grade planning to orchestrate the record-breaking Los Angeles 2028 Games, aiming to unify diverse global populations while minimizing strain on local infrastructure.

  6. All-In Podcast21 min

    Oval Office Tour with President Trump

    Trump, Chamath, Jason, Friedberg, David Sacks

    Recent White House initiatives include extensive Oval Office renovations featuring gold accents and historic artwork, alongside infrastructure projects that transformed the Rose Garden patio and approved construction on a new ballroom. Concurrently, economic policies emphasize artificial intelligence energy independence, manufacturing revival through tariffs, and fiscal adjustments that reportedly shift federal projections from deficit to surplus. These developments are coupled with strong military capabilities demonstrated by B2 bomber operations and aggressive market commentary intended to validate recent economic gains.

  7. a16z45 min

    The Death of Search: How Shopping Will Work In The Age of AI

    Alex Rampell, Justine Moore

    The panel analyzes how AI agents are disrupting traditional search and affiliate models by redirecting high-consideration commerce away from SEO-dominated platforms while leaving impulse buys and immediate gratification intact. Key speakers highlight the divergence between walled garden ecosystems and the emerging need for specialized agents that automate price optimization or require new infrastructure for machine-readable product data. The discussion identifies Costco's value-driven model and specialized startups focused on friction reduction as durable counterpoints to Amazon's potential decline, emphasizing that future growth hinges on resolving latency and attribution complexities.

  8. Milken Institute16 min

    Conversation with Venezuelan Democratic Movement Leader María Corina Machado | Global Conference

    María Corina Machado, Sara Eisen

    Venezuelan opposition leader Maria Corina Machado frames the Maduro regime as a global criminal hub that threatens hemispheric security while outlining a strategy to restore a trillion-dollar economy through immediate U.S. partnership and debt restructuring. She asserts that her coalition won a historic election by 70 percent and is prepared to assume power to dismantle drug trafficking networks, re-establish financial ties with the IMF, and serve as a protective shield for the Americas. Machado emphasizes that this transition relies on aligning with a law enforcement approach to isolate the regime and leverage Venezuelan natural resources to rebuild the nation within days of taking office.

  9. All-In Podcast37 min

    The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities

    Sian Beilock, Rich Lyons, Chamath, Jason, Friedberg

    Dartmouth President Sion Bylock and UC Berkeley President Rich Lyons addressed the critical financial sustainability of higher education amidst record student debt, highlighting strategic pivots toward industry partnerships and robust financial aid models that eliminate loans for lower-income families. Confronting crises in K-12 preparedness and declining ROI for non-elite institutions, the leaders advocated for institutional reforms focused on critical thinking, viewpoint diversity, and the unique value of residential learning to foster human agency in an AI-driven economy. Ultimately, both presidents emphasized that maintaining endowments to bridge research gaps and ensuring economic mobility for students are essential for preserving the future viability of American universities.

  10. RAISE Summit20 min

    Clara Chappaz - French Minister Delegate: Can France Overtake AI? Inside the French Vision

    Clara Chappaz

    Building on eight years of pro-business reforms and a strategic focus on nuclear-powered compute infrastructure, France has secured its position as a global fifth in AI capability while launching the "Dare AI" initiative to bridge the gap between scientific excellence and public adoption. This €109 billion investment supports frugal model development and open-source principles, aiming to train 15 million citizens and equip 125 SMEs across sectors like healthcare and agriculture to overcome current deployment barriers. With key players including Mistral AI and OVH Cloud driving the ecosystem, the government is positioning the nation to define the next 24 months of the AI race through inclusive talent acquisition and targeted sector-specific innovation.

  11. All-In Podcast42 min

    Tulsi Gabbard on Russiagate Hoax Evidence and How She’s Reforming Politicized Intelligence Agencies

    Tulsi Gabbard, Chamath, Jason, Friedberg

    Representative Tulsi Gabbard characterizes the "Russiagate" investigation as a politically manufactured narrative used to undermine President Trump, citing suppressed intelligence that initially found no Russian interference in the 2016 election. Her administration has initiated structural reforms within the Office of the Director of National Intelligence to purge politicized elements and referred documented misconduct to the Department of Justice for legal accountability. Additionally, Gabbard supports targeted strikes against Iran's nuclear infrastructure and the designation of cartels as Foreign Terrorist Organizations to counter drug-fueled violence, while framing her political realignment as a return to constitutional fidelity and working-class advocacy.

  12. Sourcery with Molly O'Shea24 min

    Keith Rabois on Opendoor ($OPEN) Activist Turnaround

    Keith Rabois, Kaz Nejatian, Eric Jackson, Molly O'Shea

    Amidst a stagnant real estate market plagued by high failure rates and rigid cost structures, Opendoor has installed a new leadership team led by former Shopify executive Kaz to execute a radical turnaround strategy. Activist investors and co-founder Eric Rue are driving a massive restructuring that aims to slash the workforce from 1,400 to roughly 200 employees while deploying artificial intelligence and novel financing tools to automate valuations and lower transaction barriers. This aggressive pivot seeks to transform the company into an instant home-buying platform capable of competing with automotive trade-in models, positioning the firm to capitalize on a market where only 3% of the sector has seen innovation in decades.

  13. a16z56 min

    Faster Science, Better Drugs

    Erik Torenberg, Patrick Hsu, Jorge Conde

    ARC Institute is establishing a physical hub to integrate machine learning with diverse biological disciplines, aiming to solve complex diseases like Alzheimer's by simulating human cells as digital foundations. Patrick O'Brian leads this effort to transition biological discovery from slow physical experiments to high-speed computation, targeting a "virtual cell" capable of predicting cellular perturbations with 90% accuracy. To validate this progress, the organization has launched the $100,000 Virtual Cell Challenge, seeking to replace traditional trial-and-error methods with AI-driven models that can replicate historic scientific breakthroughs.

  14. All-In Podcast26 min

    Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future

    Vlad Tenev, Jason

    Robinhood is capitalizing on a 400% market cap surge and record subscriber growth by pioneering the tokenization of private assets like OpenAI and SpaceX shares for European retail investors while expanding its prediction markets. CEO Vlad Tenev is leveraging a collaborative U.S. regulatory environment and the impending $130 trillion wealth transfer to advocate for relaxed accreditation standards that would allow broader access to sophisticated financial instruments. Simultaneously, Tenev leads Harmonic, an AI subsidiary achieving gold medal-level performance on the International Mathematical Olympiad, to solve critical software engineering issues regarding precision and verification.

  15. Y Combinator1 min

    "Startups only exist to find product-market fit."

    The presentation argues that early-stage startups must prioritize discovering Product-Market Fit over mimicking the operational structures of established enterprises. It warns that founders who prematurely adopt enterprise-level functions, large offices, or redundant departments incur unnecessary costs that distract from core execution. Consequently, the most effective pre-funding strategy involves maintaining a lean team of two to three founders and a single engineer dedicated solely to validating market demand.