Latest Interviews
Showing 841–855 of 2,590 transcripts.
Clear all filters- Milken Institute1h 3m
Business and the Global Economy: Driving Growth and Innovation | Global Conference 2025
Conrad Kiechel, Gerard Baker, Ajay Banga, Mariam bint Mohammed AlMheiri, Rich Lesser, Gilberto Tomazoni, Jerry Baker
At the 28th Milken Institute Global Conference, panelists led by World Bank officials and BCG executives discussed strategies to navigate global trade fragmentation and a looming labor surplus in developing nations. The discussion highlighted the critical need for public-private partnerships to fund infrastructure and energy grids capable of supporting both AI adoption and agricultural transformation. Experts concluded that while geopolitical tensions threaten traditional globalization, targeted regional integration and regulatory reforms can unlock new growth vectors for the global economy.
- All-In Podcast1h 2m
Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview
Ron Johnson, Trump, Friedberg, Chamath, Jason
Senator Mike Johnson warns that projecting federal spending to reach $7.3 trillion annually could swell the national debt to $63 trillion by 2035, a trajectory he argues the current House reconciliation bill fails to address. While acknowledging the limitations of budget reconciliation, he vows to vote against the legislation unless it commits to returning spending to pre-pandemic levels and codifies efficiency findings through rescission rather than broad political packages. Joined by allies like Senators Rand Paul and Mike Lee, Johnson insists that without immediate corrective measures to curb interest costs and discretionary spending, the United States risks a debt spiral that would fundamentally erode the conservative movement and the economy.
- a16z16 min
Sovereign AI: Why Nations Are Building Their Own Models
Anjney Midha, Guido Appenzeller
Saudi Arabia has announced the construction of a $100 billion to $250 billion local hyperscaler named "Humane" to establish sovereign AI infrastructure capable of running 500-megawatt clusters that prioritize national control over cultural and informational output. This strategic pivot distinguishes itself from traditional cloud computing by treating AI as a critical cultural asset, requiring nations to build independent "AI Factories" to prevent foreign entities from dictating model values and societal narratives. The resulting geopolitical landscape favors a competitive market ecosystem where nations secure their own inference capabilities, potentially avoiding total centralization while mitigating risks associated with reliance on foreign foundation models.
- Milken Institute56 min
Rising Strong: Los Angeles' Path to Recovery | Global Conference 2025
Michelle Stevenson, Elex Michaelson, Karen Bass, Lindsey Horvath, Cinny Kennard, Evan Spiegel
Hosted by the Milken Institute on January 12, a panel of Los Angeles officials and philanthropists assessed recovery efforts following the January 7, 2024 wildfires that destroyed over 16,000 structures. While Mayor Karen Bass and County Supervisor Lindsay Horvath highlighted rapid debris removal and AI-driven permit processing as key successes, the discussion also addressed systemic hurdles including insurance underwriting bottlenecks and infrastructure fragmentation across the region's 88 cities. With Governor Newsom requesting $39 billion in federal aid and philanthropists like Evan Spiegel pledging long-term support, the event emphasized balancing accelerated rebuilding timelines with rigorous safety standards and regional consolidation strategies.
- a16z46 min
Building AI Systems You Can Trust
Following a fifteen-year career optimizing traditional machine learning and leading AI divisions at Intel, the speaker identified that enterprise adoption of generative AI is hindered by a critical trust gap rather than a lack of raw performance. This insight drove the founding of Distributional, a platform that replaces marginal optimization with distributional testing and holistic monitoring to detect behavioral shifts in non-deterministic, agentic systems. By shifting focus from atomic metrics to continuous validation of complex workflows, the company enables organizations to centralize operations, mitigate operational risks like hallucination, and scale reliable AI applications.
- Y Combinator30 min
How To Design Better AI Apps
Pete Kuhman argues that most current AI software applications are merely legacy interfaces retrofitted with basic chat capabilities rather than being re-engineered as true "action-oriented" agents. He proposes a shift where users can customize or auto-generate system prompts to transform AI from a generic text generator into a tool that executes complex, multi-step workflows across different software environments. Supported by Y Combinator's internal implementation of such agents, this paradigm aims to replace manual prompt engineering with personalized, autonomous systems that handle routine cognitive tasks.
- Goldman Sachs22 min
A world of opportunity: Rob Citrone’s best ideas
Rob Citrone, Tony Pasquariello
Discovery Capital Management founder Robert Citrone outlines a macro strategy delivering 50% annual returns in 2023 and 2024, driven by high-conviction short positions in U.S. regional banks and a bullish thesis on Latin American markets. Citrone forecasts a "fake recession" in the U.S. before a 2026 boom fueled by tax cuts, predicting higher Treasury yields and resisting near-term Fed rate cuts while championing Argentina's fiscal reforms as a prime investment opportunity. The firm combines Julian Robertson's stock-picking with George Soros's risk management, leveraging a unique 24-hour trading cycle and direct global policy access to capitalize on emerging political shifts and market inefficiencies.
- All-In Podcast29 min
Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
Antonio Gracias, Chamath, Jason, Friedberg, David Sacks
Antonio Gracias leads a Doge team implementing a zero-defect operational overhaul of the US government bureaucracy, targeting a 15% reduction in waste and fraud by eliminating NGO spending and restoring full office productivity. The administration combines aggressive voter fraud detection using restored SAVE database protocols with a meritocratic recruitment strategy that prioritizes problem-solving over credentials to secure high-caliber engineering talent. This approach supports a dual-track immigration policy that balances open borders for skilled professionals with strict border sovereignty measures and temporary public service models.
- Milken Institute30 min
Earvin "Magic" Johnson on Legacy, Leadership, and LA's Future | Global Conference 2025
Earvin "Magic" Johnson, Alex Rodriguez, Jason Kelly, Earvin Johnson
At the Milken Conference, Magic Johnson and Alex Rodriguez discussed their transformative mentorship and a portfolio of high-impact business ventures ranging from the Washington Commanders to a pioneering Starbucks franchise. Johnson detailed his strategy of securing institutional capital by over-performing on early real estate deals and outlined his leadership philosophy centered on strategic planning, authentic player relationships, and an unwavering winning culture for the LA Dodgers and other owned teams. The dialogue concluded with an emphasis on leveraging athletic experience to mentor the next generation while measuring success by philanthropic impact rather than revenue alone.
- Goldman Sachs42 min
Harvard’s Raj Chetty on upward mobility in America
Research by Dr. Raj Chetty and the Opportunity Atlas team reveals a sharp decline in intergenerational income mobility, with the likelihood of children out-earning their parents dropping from 92% for the 1940 cohort to roughly 50% for those born in the mid-1980s. The analysis identifies four primary drivers of upward movement, with cross-class social capital acting as the strongest predictor, while highlighting successful local interventions like Charlotte's $160 million investment and Vaughan College's model that combines high access with strong technical outcomes. These findings suggest that targeted strategies integrating financial aid with social support can effectively reverse trends of regional inequality without relying solely on broad federal policy changes.
- All-In Podcast1h 37m
Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
Trump, Ben Shapiro, Phil Hellmuth, Jason Calacanis, Chamath Palihapitiya, David Friedberg, David Sacks
Hosts Jason Calacanis, Chamath Palihapitiya, and Ben Shapiro issued a formal apology to poker legend Phil Hellmuth for previously making false claims about his relationship with Timothée Chalamet and his status among Hollywood elites. Concurrently, the discussion detailed President Trump's Middle East trip, which secured approximately $2 trillion in investment deals while signaling a foreign policy shift toward commerce over interventionism. The panel also examined domestic issues including a proposed tax bill projected to add $4.1 trillion to the deficit, state bans on cellular meat, and an executive order aiming to slash pharmaceutical prices by 30 to 80 percent through a "Most Favored Nation" mechanism.
- Milken Institute23 min
Preparing for the Second Half: Redefining Retirement with Peyton Manning | Global Conference 2025
Peyton Manning, Brian Sullivan
Manning Cast, featuring Eli and Peyton Manning, recently sold a 10% stake in their Omaha Productions to investors, securing a company valuation of approximately $750 million. The event highlights the duo's strategic transition from the NFL to media and finance, utilizing football metaphors like "audibles" to guide their financial planning and leadership philosophy while producing unifying content that bridges demographic divides. Their partnership with Nationwide reflects a shared decade-long commitment to community impact and financial services, supported by a creative approach that balances high-profile celebrity guests with self-deprecating humor.
- Goldman Sachs24 min
Repricing risks post tariff truce
Tony Pasquarello, Dominic Wilson, Josh Shiffrin
A panel of analysts forecasts a low but non-zero recession risk while projecting 1% growth amid a "higher inflation, lower growth" environment driven by effective tariff rates of 12% to 13%. The Federal Reserve is expected to cut rates in 2025 if unemployment exceeds 4.5%, potentially ushering in a dovish regime that supports equities despite narrow paths constrained by bond market volatility and deficit concerns. While U.S. dollar depreciation may cushion equity performance, the discussion concludes with a cultural segment where Josh Shiffrin and Dominic Wilson critique the narrative outcomes of *Lost*, *The Shining*, and *The Departed*.
- a16z43 min
Who's Coding Now? - AI and the Future of Software Development
Guido Appenzeller, Matt Bornstein, Yoko Li
Positioned as a $3 trillion global market following a $200 billion investment surge, the AI coding sector is transforming a workforce of 30 million developers through integrated agents that shift workflows from syntax generation to specification drafting. While industry leaders project productivity gains equivalent to Apple's market value by doubling output efficiency, organizations are adapting to non-deterministic model behaviors by redefining success metrics and enforcing "spec-first" strategies for legacy modernization. This evolution requires a new hybrid of human expertise and structured formal languages to manage hallucination risks, ultimately redefining the developer role from code writer to system architect.
How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech
Erik Kriessmann, Molly O'Shea, Eric Chrisman
Altimeter Partner Eric Chrisman, formerly of Index Ventures, leverages his background in venture human capital to execute a concentrated investment strategy that targets "fewer, better" ideas in defense, aerospace, and automation. The firm recently backed high-conviction portfolio companies like Anduril, K2 Space, and Base by capitalizing on large early-stage checks to build significant ownership stakes in sectors driven by talent density and mission-oriented leadership. By rejecting traditional diversification in favor of massive toehold investments, Altimeter aims to secure outlier returns while navigating a capital market environment that increasingly favors private longevity over immediate IPOs.