Latest Interviews

SpaceX's Former CIO: "Never Worked Harder in My Life"

Ken Venner, Elon Musk, Molly, Jordan

Ken, leveraging his track record of scaling Broadcom and building operational infrastructure at SpaceX, has joined Senra Systems to automate and consolidate the fragmented cable harness market essential for autonomous vehicles. Drawing on principles of first-principles thinking and a "rinse and repeat" manufacturing model, he is deploying AI-driven platforms to transform the industry with a significantly leaner technical team. Over the next year, the organization aims to prove that technology can drastically reduce costs while improving quality, effectively turning a dormant sector into a scalable global enterprise.

David Solomon Joins CNBC to Discuss 2Q Earnings, the Deal-Making Environment, and AI

David Solomon

Goldman Sachs reported a 39% year-over-year revenue increase and 78% earnings growth, attributing this performance to a "technology super cycle" where AI infrastructure demands have created a capital formation environment with supply constrained by high demand. Management characterized the current market as being in the early stages of a long-term trend, citing the $1 trillion in capex from six major firms and robust capital raising activity from entities like Alphabet as evidence of sustainable growth rather than a bubble. Despite acknowledging potential economic dislocations, the firm expects the U.S. economy to navigate speed bumps effectively while leveraging strong client demand to drive selective deal origination and $20 billion in quarterly revenue across capital markets, M&A, and wealth management.

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Pat Gelsinger, Jason, Anton Osika

Intel CEO Pat Gelsinger diagnosed the company's strategic decline as a fifteen-year period of non-technical leadership that diverted $100 billion to shareholders rather than manufacturing infrastructure, allowing competitors like NVIDIA and TSMC to seize market dominance. He further warned of acute geopolitical risks to the semiconductor supply chain in Taiwan while projecting that AI growth will be constrained by energy capacity rather than a speculative bubble. Concurrently, Lovable founder Anton Osicka outlined a business model achieving $600 million in revenue by leveraging AI to enable non-technical users to build production-ready software, fundamentally reducing development costs and accelerating enterprise tool creation.

Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck

Jordan Black, Ken Venner, Molly O'Shea

Senra Systems successfully closed a $65 million Series B round led by Lower Carbon and Interlagos, bringing its total capital to $100 million while integrating SpaceX veteran Ken Venner into its executive leadership. The company addresses the critical bottleneck in wire harness assembly by deploying a proprietary Manufacturing Operating System and accelerated training program to transform fragmented, manual processes into scalable software-driven production for defense and commercial clients. With an 80,000-square-foot facility already producing 4,000 units weekly and a strategy to replicate this model globally, Senra aims to automate complex manufacturing workflows to support the surging demand in electrification, aerospace, and satellite sectors.

How Falling Launch Costs and AI Are Driving the Space Economy

Michael Tarulli, Erik Sparks, Alison Nathan

Driven by a 95% cost reduction through rocket reusability, the global space economy has shifted from government dominance to an 80% commercial model currently valued at $625 billion. Key technological transitions to Low Earth Orbit constellations and AI integration are fueling growth toward a projected trillion-dollar market by 2040, though investors still prioritize order backlogs over profitability amidst high launch failure risks. While geopolitical tensions and collision cascade threats challenge sustainability, the sector is rapidly evolving toward autonomous manufacturing, commercial stations, and eventual off-world resource extraction as a universal utility by 2050.

Can $500 Billion Win the AI Race? | Anton Leicht

Anton Leicht, Tom Reed

The discussion outlines a strategic framework for middle powers to secure AI access by building data centers in exchange for market parity with private US labs, a move critical to avoiding a future where non-compliant nations face societal risks without technological benefits. This approach is presented as more viable than the $500 billion sovereign coalition alternative, which faces insurmountable barriers regarding chip access and political coordination among allied nations like the EU and Japan. Policymakers are urged to act swiftly to finalize these compute-for-access deals before the costs of sovereignty escalate and the window for coordinated Western governance closes.

From sports to pop culture: Prediction markets $1 trillion bet

Julie Hoover, TJ Thornton

By early July 2026, prediction market volume surged to $13 billion weekly as incumbents like DraftKings and FanDuel launched vertical exchanges while Kalshi captured 4 million new users during the FIFA World Cup. The sector now approaches parity with traditional U.S. sports betting handle, driven by institutional adoption of earnings hedges, retail crypto trading, and a strategic expansion into non-traditional demographics through pop culture markets. Despite these gains, the industry faces significant regulatory uncertainty with active lawsuits in multiple states and a anticipated U.S. Supreme Court ruling on sports event contracts expected by 2027.

Positive structural case for EM won’t collapse under a few Fed hikes

David Hauner, David Beker, TJ Thornton

BFA Global Research maintains a structurally bullish stance on emerging markets despite tactical caution driven by anticipated Federal Reserve rate hikes and geopolitical tensions in Iran. The firm forecasts that while US economic exceptionalism and strong dollar dynamics pose near-term risks, a strategic buying opportunity is expected in 2027 as global inflation declines and the dollar weakens. Specific market analyses highlight significant volatility in Brazil ahead of its October election and an asymmetric investment thesis for China, where undervalued currencies and strong exports contrast with weak domestic demand.

Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden

Katelyn Lesse, Angela Jiang, Sonya Huang, Lauren Reeder, Caitlin

Anthropic is pivoting its platform strategy from a knowledge-centric foundation to an execution and coordination layer, aiming to democratize custom software development through a unified architecture for both internal and external users. This roadmap introduces specialized primitives for "token-heavy" verticals like coding and finance while enabling flexible model routing and ecosystem interoperability through standards like the Model Context Protocol. By prioritizing cost optimization and advanced workflow orchestration, the company seeks to make the last mile of AI-driven development economically viable for builders ranging from individual developers to large enterprises.

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

Mati, Max, Chamath, Jason

Eleven Labs reported $600 million in annual recurring revenue with zero attrition among its founding staff, while Legor achieved $150 million in direct sales by replacing hourly billing with AI-driven transaction models in the legal sector. These companies illustrate a market shift where specialized AI agents handle complex tasks like voice restoration and legal analysis, respectively, without relying solely on general-purpose frontier models. By embedding engineers directly into product teams and utilizing narrow, fine-tuned systems, both firms prioritize security, data quality, and rapid deployment over traditional scaling methods.

Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

Andrew Feldman, Molly O'Shea

Cerebrus has secured a landmark partnership with OpenAI valued at over $20 billion to address the severe shortage of AI infrastructure caused by data center construction lagging behind compute demand. The company employs a co-design strategy to overhaul traditional power and cooling architectures while urging industry participants to diversify chip suppliers to avoid single-vendor lock-in. This surge in hardware innovation, marked by Cerebrus's recent IPO creating 1,000 millionaires, is expected to drive breakthroughs in cancer research, autonomous safety, and personalized education within the next quarter-century.

What AI Leaders Really Think | Dylan Field, OpenAI, Boston Dynamics, MIT, IVP

Dylan Field, Ian Silber, Brian Ringley, Niko Klein, Holly Herndon, Zach Lieberman, Shreyas Garg, Molly

Figma's Dylan Field, Boston Dynamics' Brian Ringley, and OpenAI's Ian Silber outlined a strategic shift where AI serves as a collaborative lever for execution rather than a replacement for human intent, while advancing hardware reliability and interface fluidity. Speakers from IVP, MIT Media Lab, and musician Holly Herndon further emphasized that rapid prototyping, data curation, and systemic thinking are now essential for navigating the transition from static tools to autonomous agents in design and robotics. Collectively, the event framed the future of technology as a convergence of physical and digital realms that prioritizes high-level human creativity to overcome market homogenization and drive mass adoption of complex systems.

Kalshi's Co-CEOs Disagree by Design — Why Constant Conflict Became Their Pattern

The event details a leadership model within a complex organization where intentional, continuous disagreement serves as a core operating pattern to balance regulatory risk against innovation. This approach relies on designated contrarian voices that act as a necessary check by identifying potential failure points when team enthusiasm peaks. Ultimately, the strategy establishes a delicate, constant mechanism for navigating the tension between advancing new initiatives and adhering to strict regulatory constraints.

YC's Head of Design Shows You How To Design With AI

Eve Bouffard, Aaron Epstein, Ev Bufar

Designer Ev Bufar utilizes a voice-first workflow with tools like Aqua, Conductor, and Paper.design to rapidly produce high-fidelity assets for diverse projects, including the Paxyl transcript analyzer and the Soda Zine. Her recent work at Startup School demonstrates an agent-driven production model that generated visual identities for 6,000 attendees through custom shaders and automated speaker assets, while Paxyl analyzes coding agent interactions to reveal developer patterns. By prioritizing massive context density and disposable internal models, Bufar accelerates the design iteration cycle to handle complex branding and interactive web experiences that explicitly cater to both human users and AI agents.

"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch

Cyan Banister, Luke Nosek, Scott Banister, Molly O'Shea

Ranking as the world's top angel investors, Cyan and Scott Bannister leverage a methodology of identifying non-obvious trends to secure transformative stakes in companies like SpaceX and Anduril. During their discussion at Long Journey HQ, they outline a future dominated by AI-driven robotics while advocating for decentralized models to counter surveillance states and urging a shift away from traditional degrees toward artisanal entrepreneurship. Blending this strategic foresight with personal philosophies on radical authenticity and introspection, the couple emphasizes the critical need for American deep tech resurgence to navigate the coming "consumer wave" of artificial intelligence.