Latest Interviews
Showing 826–840 of 5,623 transcripts.
Clear all filters- Milken Institute21 min
US Department of Health & Human Services Deputy Secretary Jim O'Neill | Future of Health Summit 2025
The "Make America Healthy Again" agenda reorients the HHS from reactive sick care to preventive health by restoring the CDC's 1946 mission, recruiting AI and scientific specialists, and prioritizing radical transparency to rebuild public trust. This strategy integrates internal AI deployment and voluntary drug price negotiations to accelerate innovation while shifting federal cooperation with states toward data-driven surveillance and SNAP-funded nutrition improvements. Although government shutdowns have impacted staff morale, the administration targets a revitalized healthcare infrastructure through updated dietary guidelines and sustainable partnerships with industry and academia to combat chronic disease and pandemic risks.
- Goldman Sachs7 min
Why Stocks Are Getting Wild
Driven by surging expectations of a Federal Reserve rate cut, equity markets are experiencing heightened volatility that has prompted investors to rotate capital from information technology into defensive sectors like healthcare and financials. Systematic momentum triggers and reduced liquidity have created selling pressure estimated at up to $60 billion in the near term, while strategists recommend hedging large-cap concentration through equal-weighted indices and VIX call spreads to mitigate downside risk.
Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence
Thrive Capital and partner Philip Rossetti outline a concentrated investment strategy that targets the emerging hardware renaissance and software leaders like OpenAI and Cursor, prioritizing founders who aggressively pursue market dominance. By leveraging deep partnerships with ex-Elon Musk and ex-OpenAI talent, the firm has backed transformative ventures such as Mesh Optical, Nudge, and the security giant Wiz, which secured the largest startup acquisition in history. This approach focuses on long-term physical intelligence and AI infrastructure, betting on young, talent-dense teams to drive geometric growth while navigating complex geopolitical and technical shifts.
- a16z59 min
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
Yafah Edelman, David Owen, Marco Mascorro, Erik Torenberg, Kirsten, Jeff
Speakers analyze current AI spending as a signal of immediate value rather than a bubble, noting that while rapid compute growth and data center scaling are underway, future profitability hinges on whether large model investments yield proportional returns. The discussion forecasts rapid economic integration with potential GDP gains of 30% under AGI scenarios, alongside a 20-30% risk of a sudden unemployment spike that could trigger immediate government intervention. Looking toward technical milestones, the event projects significant breakthroughs in mathematical problem-solving and robotics within five years, while warning that traditional benchmarks will soon saturate as the industry shifts toward measuring real-world system performance.
- Goldman Sachs17 min
What’s Driving the Surge in Deal-Making?
Stephan Feldgoise, Allison Nathan, Stefan Feldgauis
Goldman Sachs reports that 2025 witnessed a historic surge in M&A activity, with billion-dollar transactions doubling and late-year volumes matching 2021 peaks despite tariff-related slowdowns. This resilience was driven by the convergence of aggressive buyer appetites, widened capital markets, and a strategic pivot by boards toward long-term AI and biotech consolidation across the Americas and Europe. Looking ahead to 2026, the firm maintains a cautiously bullish outlook anticipating sustained deal mandates, though geopolitical instability and credit market volatility remain the primary risks to this trajectory.
- Milken Institute56 min
Innovating Hope: Charting the New Era of Alzheimer's & Other Dementias | Future of Health Summit
Allison Aubrey, Kris Engskov, Jessie Fahrbach, Howard Fillit, Richard Isaacson, Joanne Pike, Chris Inskov
Recent FDA approvals of amyloid-targeting drugs and advanced biomarkers have established the foundation for a new era of disease-modifying treatments, prompting a strategic industry shift toward preclinical intervention and combination therapies targeting multiple pathological pathways. Concurrently, integrated care models like the GUIDE initiative are reducing hospitalizations while AI-driven diagnostics and lifestyle-based prevention strategies aim to address the critical shortage of providers for the estimated 47 million Americans with silent Alzheimer's pathology. With significant government funding increases and projected 2030 innovations in low-cost at-home monitoring, the field is rapidly evolving toward a precision prevention framework that combines pharmacological, metabolic, and digital interventions to delay cognitive decline.
- The Economist7 min
Why pig organ transplants are closer than ever
Emilie Steinmark, Alok Jha, Emily
Faced with a global organ shortage where 90% of candidates die waiting, the medical field has pivoted to genetically engineered pig organs as the primary solution due to their physiological compatibility and scalable breeding. Scientists achieve this by removing pig-specific antigens and inserting human genes to regulate immune responses and functions like blood clotting, creating sterile, custom-fitted organs within a seven-month growth cycle. While initially reserved for specific high-need patients, these bio-engineered transplants aim to eventually surpass the variable quality of human donors and expand access to life-saving treatments.
- All-In Podcast1h 2m
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
Burry, Friedberg, Alan Keating, Chamath, David, Phil Hellmuth, Jason Kuhn, Matthew
A near-unanimous congressional vote has triggered the release of Jeffrey Epstein's files, prompting speculation regarding intelligence ties and financial anomalies while prompting a detailed examination of Tether's massive US Treasury holdings and NVIDIA's record-breaking financials amidst emerging accounting disputes. The discussion further explores David Friedberg's strategic pivot from venture capital to operating a breakout company, alongside a profile of high-stakes poker champion Alan Keating, whose psychological mastery and chaos-based decision-making strategies outperform algorithmic solvers in live games. Collectively, these segments analyze significant developments in government transparency, cryptocurrency stability, semiconductor market dynamics, and the nuanced psychology of professional gambling under extreme pressure.
- Goldman Sachs16 min
The Apollo Theater’s Michelle Ebanks: Preserving Legacy and Celebrating Harlem's Cultural Scene
Apollo Theater President and CEO Michelle E. Banks, joined by Megan Hogan, outlines the historic venue's evolution from a 1934 Harlem Renaissance hub into a modern civic engine that blends performing arts with social advocacy. The institution sustains this mission through a hybrid financial model that funds artistic risk alongside voter registration and education initiatives, while innovating via omni-channel content strategies to reach global audiences. Leadership emphasizes that the organization's relevance depends on deep community accountability, successfully leveraging its legacy to launch careers ranging from Ella Fitzgerald to contemporary artists like Emmanuel Gerard.
- Milken Institute35 min
What Does Smart Implementation of AI in Health Look Like? | Future of Health Summit 2025
Michael Milken, Amy Gleason, Eric Lefkofsky
The Center for Medicare and Medicaid Services is accelerating a $2 trillion annual overhaul by deploying AI-driven interoperability frameworks and consolidating fragmented data to eliminate systemic waste projected to exceed $10 trillion by 2034. Personal case studies illustrating severe diagnostic delays have catalyzed recruitment of top tech talent to build a unified provider directory and a personal AI health companion designed to guide patients through complex care journeys. By setting government infrastructure guardrails while allowing private sector innovation, this strategic vision aims to transform healthcare from a resource-draining liability into a predictive, efficient ecosystem capable of preventing costly medical events.
- a16z1h 4m
Robinhood CEO: Making Everyone An Owner
Vlad Tenev, Alex Rampell, Erik Torenberg
Robinhood co-founder Vlad Tenev outlines a strategy to transform the company into a comprehensive wealth management platform by leveraging its retail user base for tokenized securities, prediction markets, and democratized IPO access. He argues that broad asset ownership and egalitarian distribution models are essential to align societal stability with technological progress, particularly regarding rapid AI adoption. Tenev further posits that overcoming historical regulatory paradoxes and rebuilding trust after the 2021 GameStop liquidity crisis requires a shift toward self-custody solutions and a rejection of financial nihilism in favor of diversified, long-term investor engagement.
$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund
American Dynamism leverages a strategy of asymmetric military capability and supply chain sovereignty to counter China's industrial dominance by investing heavily in deep-tech sectors ranging from nuclear energy and hypersonics to critical mineral extraction. The firm distinguishes its portfolio, which includes high-profile firms like Anduril and Radiant Nuclear, by prioritizing talent magnetism and authentic operational speeds that drive rapid deployment of hardware solutions. Looking forward, the organization will host its third annual summit in Washington D.C. to coincide with the U.S. 250th anniversary, marking a critical inflection point as these companies transition from development to large-scale customer deployment.
- Goldman Sachs8 min
Consumer Concerns and Equity Opportunities
Goldman Sachs' Scott Filer analyzes a consumer landscape marked by record-low sentiment and broad earnings weakness across retail and service sectors, driven by heightened price sensitivity and shifting pandemic-era spending trends. Despite these October headwinds, market participants anticipate a resilient holiday season as consumer activity concentrates on specific peak events rather than the "in-between" periods. Filer advises investors to favor defensive discretionary stocks, such as off-price retailers and auto parts, while avoiding traditional staples burdened by inventory destocking, ahead of potential $60 billion in stimulus spending projected for early 2026.
- Milken Institute31 min
Forging Asset Owner Alliances for Capital Deployment: Brazil & Beyond | Global Investors' Symposium
Dan Carol, Régine Clément, Amy Hepburn, Anna Murray, Kirsten Simpson
Major institutional investors, including the Ontario Teachers' Plan and the Australian Future Fund, are advancing climate strategies by integrating systemic risk analysis and direct engagement into fiduciary duties despite contrary media narratives. This shift is characterized by a pivot from simple net-zero declarations to active decarbonization tactics, such as acquiring fossil assets to transition them and investing in supply chains rather than solely targeting "green" sectors. As these entities collaborate through networks like the Investor Leadership Network, they are establishing new frameworks for blended finance and preparing high-stakes engagements for upcoming COP processes to drive tangible capital deployment.
- Y Combinator36 min
Cursor Head of Design Roasts Startup Websites
Ryo Liu, Head of Design at Cursor, critiques eight AI-generated websites to reveal a widespread pattern of "vibe-coded" homogeneity where default styling and vague messaging obscure core value propositions. The review highlights specific failures across diverse startups, such as broken interactions, inconsistent design tokens, and confusing user flows that prioritize aesthetic trends over functional clarity. Ultimately, the analysis argues that successful AI-built products must move beyond generic templates by establishing unique brand identities, utilizing literal language, and maintaining rigorous consistency to build user trust.