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  1. Milken Institute41 min

    Global Investment Outlook: Investing in a Shared Future | Middle East and Africa Summit

    Dan Murphy, His Excellency Waleed Al Mokarrab Al Muhairi, Katie Koch, Tony Minella, Anne Walsh

    A panel of senior investors from Mubadala, TCW, Eldridge, and Guggenheim analyzed the global outlook for 2025, highlighting Abu Dhabi's emergence as the world's leading sovereign wealth hub alongside deep skepticism regarding current equity valuations and credit market risks. While participants identified structural opportunities in private rescue financing, asset-backed finance, and real assets like data centers, they simultaneously warned of crowding in private credit, potential volatility from compressed spreads, and geopolitical headwinds that could disrupt stability. Despite these concerns, major firms maintain a strategic bias toward the U.S. market due to its superior risk-reward profile, anticipating that fiscal pressures and policy shifts under a potential Trump administration will drive specific trading ranges for treasuries and inflation management.

  2. All-In Podcast1h 37m

    DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback

    Aaron Levie, Jason, Zuck, Elon, David Friedberg, Chamath Palihapitiya

    Elon Musk and Vivek Ramaswamy's DOGE initiative successfully blocked a $340 billion omnibus spending bill by leveraging social media transparency to expose legislative excesses, establishing a new political norm prioritizing fiscal austerity. The panel further analyzed the Trump administration's appointment of David Saks to drive anti-regulation AI policies while discussing OpenAI's forced conversion to for-profit status amid a intensifying "capital war" with competitors like Google and Meta. Additionally, the discussion outlined a strategic roadmap for crypto regulation through stablecoin standardization and examined how mysterious drone sightings in New Jersey may represent a geopolitical effort to hinder American commercial drone deployment.

  3. Milken Institute15 min

    Conversation with Health Dept Chairman HE Mansoor Ibrahim Al Mansoori | Middle East & Africa Summit

    HE Mansoor Ibrahim Al Mansoori, His Excellency Mansoor Ibrahim Al Mansoori, James Bethell

    The Abu Dhabi Department of Health is executing a strategic pivot from reactive sick care to proactive health management by integrating a unified data lake, the Malafi system, and a population-scale genomic program to predict and prevent non-communicable diseases. Under the leadership of Chairman Al Mansouri, this initiative combines artificial intelligence training for medical staff with the establishment of a licensed longevity clinic to optimize individual biology through lifestyle interventions. Backed by direct presidential support, the strategy aims to extend healthy lifespans and reduce long-term healthcare costs by addressing the 80% of health determinants derived from external factors rather than just treating medical symptoms.

  4. a16z14 min

    How AI Will Transform Accounting: A $100B Opportunity Explained

    Seema Amble, Marc Andrusko, Michelle Kung

    Facing a projected 75% retirement wave among CPAs and a 16% workforce decline since 2019, the accounting industry is under pressure to automate manual tasks amidst outdated infrastructure and a resistance to AI due to accuracy requirements. Major firms are shifting from billable-hour models to fixed-fee structures, with top-tier organizations preparing to invest up to $500 million in technology to transition professionals from data entry to advisory roles. This strategic realignment aims to solve labor shortages while reducing consumer costs and accelerating service delivery through the adoption of AI for unstructured data ingestion and regulatory research.

  5. Goldman Sachs39 min

    Navy SEAL turned NASA Astronaut: Chris Cassidy’s journey from sea to space

    Chris Cassidy, Matt Gibson

    Chris Cassidy, a former NASA Chief Astronaut and three-time spacewalker, is currently leading a $285 million fundraising campaign to construct a Museum, Monument, and Institute in Arlington, Texas, dedicated to honoring the 3,500 recipients of the Medal of Honor. Scheduled to open on March 25, the facility aims to educate the public on the "service above self" ethos of these recipients by showcasing stories of ordinary individuals performing extraordinary acts, drawing from Cassidy's unique perspective gained through two Navy SEAL deployments and three spaceflights. By shifting the focus from traditional military history to personal narratives of valor, the foundation seeks to make the achievements of Medal of Honor recipients as culturally prominent as those of professional athletes while addressing the broader challenge of fostering national appreciation for these sacrifices.

  6. Milken Institute38 min

    Harnessing the Rising Tide of Digital Finance | Middle East and Africa Summit 2024

    Nicole Valentine, Olugbenga (GB) Agboola, Melvin Deng, Gal Krubiner, Caroline D. Pham

    Moderated by Nicole Valentine of the Milken Institute, a panel featuring QCP's Melvin, Pagaya's Gal, Flutterwave's Gb, and CFTC Commissioner Caroline Pham examined the convergence of digital assets, AI-driven lending, and African payment infrastructure. The discussion highlighted a strategic shift from skepticism to innovation, featuring QCP's GCC expansion, Pagaya's $25 billion private credit impact, and Flutterwave's development of interoperable cross-border systems that position Africa as a global payment hub. Commissioner Pham further outlined the CFTC's new digital asset taxonomy and regulatory partnerships designed to facilitate 24/7 settlement and align US policy with global financial standards.

  7. The Economist7 min

    Could AI build cities in space?

    Ed Mayer, Mark Woods, Alok Jha

    Leading aerospace organizations and private innovators like Machina Labs and Relativity Space are deploying AI-guided robotics to establish autonomous manufacturing capabilities essential for constructing a trillion-dollar space economy by 2040. These dual-robotic systems and advanced 3D printing technologies address critical communication latency and maintenance challenges by enabling independent decision-making for infrastructure projects on the Moon and Mars. Ultimately, this technological paradigm shift facilitates NASA's Artemis program and private ambitions to transition from temporary exploration to a permanent, multi-planetary human presence.

  8. Milken Institute54 min

    Global Cities in a New Light | Middle East and Africa Summit 2024

    Natasha Turak, Eric Garcetti, Goodwin Gaw, Nikhil Goel, Yasseen Mansour

    Speakers from Archer Aviation, global city leaders, and real estate investors discussed strategies to overcome urban congestion through electric air taxis, high-density housing reforms, and sustainable infrastructure projects like Badia in Egypt. Key figures highlighted the critical need to balance ambitious greenfield experiments such as NEOM with practical financial viability, while advocating for regulatory pathways that bypass entrenched NIMBYism. The dialogue concluded with a consensus that successful future cities require integrated planning combining vertical mixed-income development, autonomous transport corridors, and organic growth models to ensure long-term livability and economic sustainability.

  9. Milken Institute31 min

    A Conversation with Arthur Brooks on Global Prosperity | Middle East and Africa Summit 2024

    Arthur Brooks, Shikha Jain, Conrad Kiechel

    At the 6th Annual Milken Institute Middle East and Africa Summit, Harvard professor Arthur Brooks defined happiness as a science-driven pursuit anchored by faith, family, friendship, and merit-based work rather than the accumulation of wealth or status. Brooks detailed how strategic philanthropy, limited social media usage, and deep existential reflection serve as critical mechanisms for sustaining mental well-being and strengthening marital bonds. His presentation concluded with a call for global leaders to adopt personal mission statements that prioritize serving others, effectively transforming professional success into a vehicle for collective human fulfillment.

  10. Goldman Sachs15 min

    Marc Benioff on how Salesforce is seizing on AI opportunities

    Marc Benioff, David Solomon

    Salesforce CEO Marc Benioff positions the company's new AgentForce platform as a critical industry shift designed to replace ineffective AI pilots with autonomous agents that augment existing workforces without requiring proprietary model training. By leveraging a foundational data cloud strategy, the system aims to boost revenue and operational efficiency across sales, service, and marketing while specifically addressing issues like healthcare worker burnout. With the platform set for public release next week, Benioff anticipates an immediate industry-wide adoption as clients gain the ability to deploy custom, high-performing agents that operate with significant speed and security.

  11. Milken Institute26 min

    Game On: Unlocking the Social Impact of Sports | Middle East and Africa Summit 2024

    Melissa Stevens, Christian Horner, Wladimir Klitschko

    At a Milken Institute panel moderated by Melissa Stevens, Christian Horner of Oracle Red Bull Racing and Dr. Vladimir Klitschko of the Klitschko Foundation discussed leveraging sports to drive social change through STEM education, diversity initiatives, and trauma-informed youth programs. Horner detailed how Formula One utilizes massive data collaboration and inclusive team cultures to foster engineering talent, while Klitschko outlined his "Face the Challenge" methodology and the strategic pivot of his foundation to support Ukraine following the 2022 invasion. Both leaders concluded that intentional partnerships are essential for sports to effectively dismantle societal barriers and act as a unified force for global evolution.

  12. Jane Street1h 3m

    Horace He: Building Machine Learning Systems for a Trillion Trillion Floating Point Operations

    Horace He

    Meta compiler engineer Horace He analyzes the dramatic consolidation of AI infrastructure, noting that modern model training now requires massive power resources and billions in capital to achieve state-of-the-art performance. He details how the industry has transitioned from simple imperative execution to complex compiler strategies like FlexAttention and `torch.compile`, which are essential for managing the critical balance between GPU compute and memory movement. Ultimately, He argues that the primary challenge in this field is shifting focus from pure optimization to designing robust programming models that allow developers to reliably express complex performance trade-offs in large-scale distributed systems.

  13. a16z13 min

    The 2025 AI Search Race

    Alex Immerman

    Amidst a $200 billion search market where Google retains 90% share despite a recent monopoly ruling, competitors like Perplexity are surging with 25–30% monthly query growth by offering ad-free, conversational interfaces. This shift is driven by changing consumer behavior, as 60% of users now rely on chatbots for purchase decisions and 10% view AI tools as their primary search engine. While vertical applications and enterprise integration are expected to carve out niches, the long-term forecast predicts a return to digital advertising models that monetize high-intent, AI-generated queries more effectively than traditional keyword searches.

  14. Milken Institute20 min

    A Conversation with First Lady of the United States Jill Biden | Middle East and Africa Summit 2024

    Jill Biden, Esther Krofah

    Launched in November 2023, President Biden and Dr. Jill Biden initiated the Women's Health Initiative to rectify century-old biases in clinical research by allocating over $1 billion across the NIH, DOD, and ARPA-H for targeted studies on heart disease, endometriosis, and menopause. This federal mobilization aims to eliminate diagnostic delays and economic losses exceeding $2 billion annually, with projections suggesting the initiative could unlock $1 trillion in global economic value by 2040 by reintegration millions of women into the workforce. The program addresses a critical global demand for evidence-based data while challenging misinformation to ensure women experience decades of healthy living rather than the current decade of poor health.

  15. Goldman Sachs24 min

    Driving Innovation in the Aviation Industry: JetBlue Founder David Neeleman

    David Neeleman, Catherine Kolimas

    Aviation entrepreneur David Neeleman outlines his career founding five airlines, including Azul and Breeze Airways, by leveraging a "disruptor mindset" that builds structurally defensible business models for underserved markets. His latest venture, Azul in Brazil, has transformed logistics and lifted 9,000 people out of poverty, while Breeze focuses on 125 US cities with minimal competition using a low-cost technology-centric approach. Neeleman concludes by detailing his philosophy of converting service failures into loyalty and his broader mission-driven philanthropy aimed at eradicating poverty within the aviation sector.