Latest Interviews
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Clear all filtersInsights from Coatue's Growth Investor Lucas Swisher
Lucas Swisher, Harry Stebbings
Lucas Swisher argues that the public SaaS market is losing relevance as capital shifts to private AI enterprises where exponential growth and massive total addressable markets now define value rather than traditional profitability metrics. He rejects the notion of "kingmaking," asserting that early capital inflow provides a tactical advantage but cannot manufacture success without genuine product-market fit, urging investors to pursue "few investments, big checks" in platform companies capable of sustaining multiple S-curves. Swisher forecasts a decade of significant labor displacement as the industry transitions from AI assistants to autonomous agents, a shift that demands flexible investment mandates and a willingness to overlook low initial gross margins in favor of long-term operational efficiencies.
- The Diary Of A CEO1h 43m
Uber CEO: I Have To Be Honest, AI Will Replace 9.4 Million Jobs At Uber! - Dara Khosrowshahi
Uber CEO Dara Khosrowshahi details his transformation of the company from a $3 billion annual loser into a $8.5 billion free cash flow generator while outlining a management philosophy rooted in relentless work ethic, extreme transparency, and the engineering mindset developed during his previous tenure leading Expedia. He addresses the imminent disruption of AI across 70–80% of jobs over the next two decades, arguing that while automation will handle repetitive tasks, human adaptability and the ability to learn in real-time will remain irreplaceable for high-stakes decision-making and preserving the intrinsic meaning of work.
OpenAI's Codex Lead: Why Coding as We Know It is Over
Alexander Embiricos, Harry Stebbings
Alexander Mberikos outlines a strategy where AI adoption accelerates by prioritizing user fluency through internal coding tools and open standards before deploying autonomous agents to non-technical users. He argues that while LLMs will compress specialized roles into full-stack builders and render traditional product management optional for small teams, sustainable enterprise value depends on securing deep customer relationships in regulated industries rather than acting as disposable integration layers. The ultimate vision involves a market consolidation around "super-agent" providers that enable effortless, context-aware intelligence, shifting the primary engineering metric from revenue to task completion within a conversational interface framework.
- All-In Podcast1h 47m
Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
Prince Andrew, Reid Hoffman, David Sacks, Saagar Enjeti, Michael Tracey, Kevin Bass
Host David Sacks moderated a solo episode featuring Sagar, Michael Tracy, and Kevin Bass to examine conflicting perspectives on the Jeffrey Epstein files, ranging from claims of an elite impunity class to arguments that the narrative is a financially driven mythology. The discussion detailed specific controversies, including Prince Andrew's unrelated arrest, discrepancies in Reid Hoffman's contact history with Epstein, and debates over the legal validity of the "over 1,000 victims" figure and associated settlement structures. Participants concluded by contrasting the view of a coordinated global criminal enterprise against the assertion that the story represents mass hysteria fueled by litigation incentives and political weaponization.
- Y Combinator1 min
What Boris Cherny Learned From Building Claude Code
Quad Code's founder executed a grueling three-month sprint to launch a terminal-based product, accepting current code-generation limitations as an inevitable starting point rather than a final state. This strategy mirrors Anthropic's philosophy of building software for capabilities expected six months into the future, encouraging founders to target where models currently fail rather than optimizing for today's constraints. By prioritizing this forward-looking approach, both entities anticipate that natural model progression will resolve existing gaps without requiring premature adaptation to immature technology.
- Goldman Sachs8 min
Tech Comeback Ahead?
Peter Callahan, Mike Washington
In 2026, the technology sector is experiencing a 3% to 4% year-to-date decline and lagging the broader market for the first time in 15 years as investor focus shifts from generative AI infrastructure builds to commercial implementation and revenue verification. Despite "best-in-class" earnings growth across the Mag Seven cohort, equity valuations remain suppressed because companies face intense pressure to convert massive capital expenditures into immediate top-line growth within the next 6 to 24 months. Analysts maintain a constructive outlook on clean tech valuations but anticipate high volatility in the coming weeks as the market transitions from sector-wide moves to stock-specific differentiation.
- The Economist6 min
Why are so many Colombians becoming mercenaries? | The Economist
Carla Subirana Artús, Rosie Blau
Colombia is rapidly emerging as a primary global source of mercenaries driven by a cohort of 13,000 soldiers exiting the military under President Gustavo Petro's policies combined with a lack of domestic veteran support. These former soldiers are increasingly recruited via social media to serve in high-risk foreign conflicts ranging from Sudan to Ukraine, while their deployment facilitates serious international crimes such as the assassination of Haiti's president. Although Colombia ratified the UN Anti-Mercenary Convention, experts argue that without comprehensive domestic pension reforms, the economic incentives for this growing export of armed labor will remain unchecked.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued?
Jason Lemkin, Rory O'Driscoll, Harry Stebbings
Anthropic secured a $30 billion round at a $380 billion valuation while Thrive Capital closed a $10 billion fund, driving a market shift where venture capital prioritizes massive, concentrated stakes in AI infrastructure over traditional early-stage diversification. This momentum has inverted sentiment toward mature SaaS, causing public software stocks to trade at depressed multiples despite strong fundamentals as enterprises aggressively adopt AI agents that risk rendering legacy user interfaces obsolete. Meanwhile, the competitive landscape is evolving with OpenAI's acquisition of OpenClaw and Workday's leadership return, signaling that autonomous agents are reshaping security paradigms and forcing incumbent founders to confront the rapid disruption of established workflow tools.
- The Diary Of A CEO1h 37m
The Man Who Climbs Without A Rope: Sitting At Home Is More Dangerous Than Climbing | Alex Honnold
Alex Honnold, the renowned free solo climber, reframes risk as a calculated choice for self-actualization while contrasting his disciplined training against the unintended dangers of sedentary living. Beyond his athletic feats and family life, Honnold directs significant personal resources toward the Honnold Foundation, which has deployed over $13 million to provide energy access to 650,000 people across 30 countries. Looking forward, he advocates for "connecting the dots" through action rather than rigid planning, aiming for ambitious challenges like the "Free Triple" while urging others to embrace purposeful risk to avoid unfulfilled potential.
- The Economist16 min
How to play chess like a grandmaster | The Economist
This analysis positions chess as a rigorous framework for human cognition, illustrating how expert players balance intuitive pattern recognition with deliberative calculation across the game's three distinct phases. The discussion highlights how modern AI engines, which prioritize probabilistic outcomes over traditional material evaluation, have paradoxically driven human players toward more aggressive and creative styles rather than rendering the game obsolete. Ultimately, the enduring surge in chess popularity despite AI dominance serves as a resilient precedent for human adaptation in an increasingly automated landscape.
- The Economist7 min
Finland’s president: are Europe and America’s interests still aligned?| The Economist
Alexander Stubb, Donald Trump, David Rennie
Recent US policy shifts driven by MAGA ideology and an "America First" pecking order have inflicted irreparable damage on transatlantic morale, despite maintaining strategic alignment on Arctic defense and containing Russian influence in Europe. While Finland has bolstered its self-reliant military with conscription and advanced weaponry, the alliance remains fragile due to lingering US control over critical assets like long-range missiles and Starlink capabilities. Bilateral cooperation continues through massive joint exercises in Northern Norway and Finnish acquisition plans, yet the relationship risks escalation if diplomatic off-ramps at venues like Davos fail to prevent trade wars or military threats over issues such as Greenland.
- 80,000 Hours2h 58m
By 2050 we could get "10,000 years of technological progress"
Ajaya Kocha outlines a "crunch time" strategy where society redirects rapidly accelerating AI capabilities toward defensive alignment and infrastructure projects during a critical window before potential loss of control. She advocates for mandatory transparency measures, such as regular benchmark reporting and misalignment disclosures, to ensure verifiable data drives policy rather than industry secrecy. To operationalize this approach, Open Philanthropy is considering rapid financial mobilization, including computing infrastructure investment and streamlined grantmaking, to secure resources for high-stakes safety research when an intelligence explosion is detected.
- Goldman Sachs16 min
The New AI Trades
In early 2026, software stocks suffered a 25% valuation collapse as forward earnings multiples compressed, while investors grappled with AI-driven disruption risks across sectors like legal and media. Simultaneously, five U.S. hyperscalers are projected to spend $660 billion on capital expenditures this year, a surge consuming 90% of their operating cash flows that has forced reduced buybacks and increased debt reliance. Amidst these headwinds, Goldman Sachs forecasts an S&P 500 recovery driven primarily by 12% fourth-quarter earnings growth and a market rotation toward cyclical sectors rather than AI-centric leaders.
99.9% of the internet is about to be AI?
World and Merge Labs have secured a direct $250 million partnership from OpenAI to simultaneously combat AI dominance by building a 37-million-user "Proof of Human" network and developing a high-bandwidth brain-computer interface through a new research division. Led by Alex Blania and featuring founding members from Caltech and Forrest Neurotech, the initiative aims to integrate biometric verification into major platforms within months while advancing minimally invasive neural technology with a 15-year consumer roadmap. These dual ventures utilize zero-knowledge cryptography and ultrasound-based sensors to create an anonymous, privacy-preserving ecosystem that generates revenue through network integration fees rather than data sales.
- The Diary Of A CEO2h 19m
Brain Rot Emergency: These Internal Documents Prove They’re Controlling You!
Jonathan Haidt, Dr Aditi Nerurkar
The event analyzes how high-volume short-form video content and AI-driven platforms neurologically rewire the brain to prioritize stress responses over executive function, creating severe risks for children's development and adult mental health. It exposes corporate strategies that prioritize engagement metrics over user safety, highlighting internal research acknowledging addiction mechanisms while noting the lack of regulatory accountability. The presentation concludes with concrete legislative trends, such as upcoming global age restrictions, and individual interventions like digital detoxes and device-free zones to mitigate cognitive decline and restore meaningful human connection.