Latest Interviews
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Clear all filters- 1h 20m
2027年3月期 第1四半期 決算説明会 アーカイブ動画（2026年8月6日開催）ソフトバンクグループ株式会社
Goto, Kimiwata, Mark Agni, Jason Child, Suga, Murai, Miyajima, MJ, Kimura, Yagi, Araoka
SoftBank Group reported a record Net Asset Value of 72.3 trillion yen for Q1 Fiscal 2027 while aggressively advancing AI infrastructure through new 5GW French facilities and 10GW US projects. The company executed a $20 billion investment tranche in OpenAI and achieved record financial results for its ARM Holdings subsidiary, which is launching specialized AI chips despite supply constraints. CEO Masayoshi Son reinforced his leadership tenure and dismissed bubble concerns, highlighting a strategic focus on opportunistic capital deployment across robotics, payments, and semiconductors.
- The Diary Of A CEO1h 40m
Man Who Owns 4% Of All Bitcoin: His Final WARNING To Everyone Who Doesn't Own It | Michael Saylor
The speaker leveraged artificial intelligence to engineer a novel financial instrument that secured $15 billion in capital, enabling their company to acquire 847,000 Bitcoin while navigating saturated traditional equity markets. By framing Bitcoin as a sovereign asset immune to government seizure and contrasting its 33% annual appreciation against the historical depreciation of fiat currency, the presentation advocates for a shift toward scarce digital resources in an era where AI and robotics promise abundance in utilitarian goods. Strategic guidance emphasizes investing in technologies on the steep growth phase of the S-curve, utilizing AI to solve unique problems, and prioritizing applied statistics and history to build long-term resilience against economic volatility.
- Goldman Sachs23 min
Demond Martin on Purpose, Community, and Giving What You Have
Damon Martin, co-founder of the inclusive capitalism venture Well With All, launched the company to address health disparities after a personal crisis revealed how lack of resources could have led to tragedy for his younger self. Drawing on his 21-year investment career and deep mentorship under Erskine Bowles, Martin now argues that "friends of the good" form the essential foundation for overcoming the epidemic of loneliness described in his new book. He advocates for rejecting the "self-made" myth in favor of building vulnerable, value-driven communities to drive both personal success and societal healing.
- Goldman Sachs1 min
Goldman Sachs' Amanda Lynam on why the debt markets will play a larger role in the AI buildout
Hyperscalers have issued $194 billion in debt this year, with direct supply projections reaching $250 billion by 2026 to offset monetization delays that are pushing debt financing to roughly 33% of capital expenditures. As supply peaks in 2027, converging capital spending and operating cash flows will further elevate debt reliance to 35% of CapEx, signaling a structural shift where debt markets are anticipated to play a significantly larger role in financing future industry investments.
- Milken Institute55 min
The Tech Supercycle: Where Capital Meets Innovation | Global Conference 2026
Daniel Koffmann, Marlene Garayzar, Scott Sobel, Francis Suarez, André Vellozo, Marlena Górezar, Andre Veoso
Scott Sobel of Valor Capital Group and Marlena Górezar of Story analyze the Latin American venture landscape, highlighting a rebound in investment driven by deep talent pools and resilient fintech unicorns that achieve profitability through proprietary AI models. Former Miami Mayor Francis Suarez and Andre Veoso of Drumwave discuss how physical safety, regulatory deregulation like Brazil's Pix system, and renewable energy infrastructure are establishing the region as a secure hub for reverse innovation and AI sovereignty. Together, the speakers illustrate a strategic pivot toward capital efficiency and data ownership, positioning Latin American firms to capitalize on valuation arbitrage as they expand globally.
- a16z13 min
The Nuclear Renaissance - Radiant | a16z American Dynamism
Tori Shivanandan, Doug Bernauer
Radiant Energy is developing the transportable Kaleidos micro-reactor, a modular nuclear power unit designed to replace aging infrastructure and support applications ranging from AI data centers to deep space exploration. Founded by former SpaceX engineer Doug Kim, the company leverages a factory-built assembly line model to deliver plug-and-play energy modules with a five-year fuel cycle, aiming to conduct its first full-power test at Idaho National Laboratory's Dome by 2026. This initiative seeks to restore U.S. energy independence and accelerate nuclear innovation by overcoming historical regulatory stagnation through a commitment to aggressive safety testing and mass production.
- Milken Institute56 min
Inside the New Sports Economy: Innovation, Partnerships, & Global Expansion | Global Conference 2026
Jon Schwartz, David Abeles, Heather Brooks Karatz, Jeff Gordon, Ben Kennedy
NASCAR and golf leaders are redefining their industries through experiential festival models, massive digital gaming partnerships, and the strategic repurposing of venues for year-round mixed-use development. With new playoff formats and unique event locations like the upcoming San Diego military base race, the sports aim to capture first-time fans while leveraging simulation technology and female demographic data to drive engagement. Industry experts predict significant consolidation in golf by 2026 and emphasize that authentic values will remain essential for sustaining long-term revenue in an increasingly diverse and digital sports economy.
- Y Combinator49 min
Waymo Co-CEO Dmitri Dolgov: The Demo Is Only 1% Of The Work
Waymo has advanced its fully autonomous fleet to operate 500 weekly trips across 15 U.S. cities, achieving a safety record 17 times better than human drivers through a multimodal sensor architecture and a foundation model utilizing both fast geometric reactions and slow semantic reasoning. The company addresses the unique challenges of physical AI by integrating real-world data into a generative simulation ecosystem that creates rare edge cases for training, while its "Safety and Readiness Framework" rigorously validates performance to ensure public trust and regulatory compliance. Looking ahead, this structural augmentation and flywheel of agent, simulator, and critic data positions Waymo to expand its technology beyond personal vehicles into trucking and broader physical applications.
- Bank of America21 min
Understanding Today's Consumer: Holly O'Neill Interviews Sarah Tam of Rent the Runway
Bank of America President Holly O'Neill and Rent the Runway Chief Merchant Officer Sarah Tam convened to discuss building resilient, customer-first businesses by shifting from traditional ownership models to subscription-based access. Tam detailed how the company leverages real-time data and millions of customer signals to personalize the fashion experience and drive sustainability, while the partnership introduces exclusive rewards discounts for Rent the Runway members. The collaboration highlights a broader market evolution where leaders must transition from selling products to serving consumer needs for credibility, variety, and emotional connection.
- Bank of America21 min
Global Rates & FX Views: Central banks – the aftermath
Sphia Salim, Zviya Salim, Izumi Devalier, Agnieszka Ngerite, Bruno Brzezina
The Bank of Japan maintained a hawkish tone regarding inflation proximity while keeping the September rate hike on contingency, with strategists projecting a terminal rate of 1.75% by 2027 despite political headwinds. Meanwhile, the Bank of England split 6-3 to hold rates amidst balanced forward guidance, while the US Federal Reserve's lack of immediate action triggered a market reassessment that halved the probability of December hikes in favor of a potential September move. Across these major central banks, analysts note diverging paths where exchange rate sensitivity and QT impacts now play critical roles, all set against a backdrop of a potentially overvalued US 10-year yield and a US economy peaking in its reflationary phase.
- Milken Institute1h 3m
Things That Will Blow Your Mind | Global Conference 2026
Richard Sandler, Ali Agha, Erin Blanton, Bentzion Levinson, Geoffrey von Maltzahn
This panel featured four innovators presenting distinct AI-driven solutions: Lila Sciences deployed autonomous laboratories to accelerate biotech and material discoveries, Field AI introduced hardware-agnostic robotics for extreme environments, Heaven Aerotech developed hydrogen-powered endurance drones for strategic defense, and Carbon Mapper utilized satellite spectrometry to identify and mitigate global methane super-emitters. Collectively, these breakthroughs demonstrate a shift from conversational AI to embodied, physical intelligence capable of operating 24/7 to solve critical challenges in labor shortages, climate change, and geopolitical security. The discussion concluded with a unified call for the West to reindustrialize and scale automation to prevent falling behind China's rapid advancements in scientific and military capabilities.
- Y Combinator31 min
Patrick Collison: Is AI Breaking the Lean Startup Playbook?
Patrick Collison shares his journey from dropping out of college twice to launching Stripe, emphasizing the critical role of retaining "cognitive L1 cache" over reliance on AI tools for deep reasoning. He highlights that while new business formation on Stripe has doubled and AI is accelerating revenue milestones, entrepreneurs should remain wary of decentralization fears and instead focus on solving visceral customer problems like legacy payment friction. Collison concludes by advising founders to build fundamental knowledge of first principles and to assess whether their chosen venture is a cause they are willing to pursue for decades.
- Milken Institute23 min
Conversation with CMS Administrator Mehmet Oz & HHS Chief Counselor Chris Klomp | Global Conference
Mehmet Oz, Chris Klomp, Esther Krofah
Under the strategic mandate "Making America Healthy Again," CMS Administrator Dr. Mehmet Oz and HHS leadership are overhauling the U.S. healthcare system by shifting from fee-for-service to value-based models that target upstream chronic disease prevention and address the nation's 27% unfilled prescription rate. The administration is enforcing strict integrity measures to eliminate $100 billion in annual fraud while simultaneously deploying AI to modernize legacy infrastructure and accelerate FDA drug approvals from 15 years to under five. These initiatives aim to align U.S. drug pricing with global "Most Favored Nation" standards and restore public trust in federal health agencies to counter competitive gaps with international rivals like China.
- Y Combinator1h 16m
Kernels and Chips: Cursor, NVIDIA, and Meta Researchers on GPU Performance | YC Paper Club
Stuart Sul, John, Francois Chaubard, Jon Saad-Falcon, Mark Saroufim, Misha Smelyanskiy, Brennan Shacklett
The event synthesizes critical industry shifts toward specialized ASICs and disaggregated architectures that separate training and inference workloads to maximize intelligence per watt. Technical deep dives highlight breakthroughs in multi-GPU kernel optimization and local inference, demonstrating that consumer accelerators can now deliver nearly 90% of frontier model utility while reducing energy costs by 70%. These innovations collectively address systemic bottlenecks in network communication and latency, establishing a roadmap for distributed, cost-efficient AI ecosystems that minimize reliance on centralized cloud resources.
- Milken Institute41 min
Investing in Economic Mobility: Building a Path to Opportunity | Global Conference 2026
Michael Milken, Ted Cruz, Brad Gerstner, Kevin Hassett
The "Invest America Act" mandates the automatic creation of direct-ownership investment accounts for millions of children, a program championed by Senator Ted Cruz and economists like Kevin Hassett as a vehicle for "Opportunity Conservatism" rather than government redistribution. Supported by massive private philanthropy from figures such as the Dells and Ray Dalio, the initiative allows tax-free annual contributions up to $5,000 with projected account values reaching $700,000 by age 35. By targeting the bottom of the income distribution, the White House aims to cultivate a nationwide constituency of young investors while driving a political shift toward expanding personal capital ownership beyond current eligibility thresholds.