Latest Interviews
Showing 961–975 of 3,244 interview transcripts.
Clear all filters- Goldman Sachs9 min
Staying long US assets
Economic analysts project a benign inflation trajectory toward the Federal Reserve's 2% target and a low probability of recession, supported by a resilient labor market and the current absence of significant tariff-driven price spikes. While market returns are expected to moderate from recent highs, the outlook remains anchored in a 65-70% allocation to US assets driven by hyperscaler competitiveness, complemented by a balanced approach to global currencies and fixed income within a stable 4.5% to 4.6% Treasury yield environment. Investors are advised to monitor upcoming budget reconciliation data for potential shifts in trade or deficit narratives, though current volatility is viewed as temporary as risk premiums gravitate toward a sensible baseline.
- All-In Podcast1h 42m
Tucker Carlson: ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, War with Iran?
Tucker Carlson, Jason, Friedberg, Chamath Palihapitiya, David Sacks
Following severe civil unrest in Los Angeles triggered by ICE raids on a Home Depot and fashion wholesaler, Governor Gavin Newsom, Mayor Karen Bass, and President Trump engaged in a federal-state confrontation involving National Guard deployments and curfew orders while commentators like Tucker Carlson and David Sacks debated the constitutional implications of sanctuary policies. The discussion expanded to cover robust economic indicators, including 3.8% GDP growth and tariff revenue surges, alongside fierce arguments between hosts regarding the Federal Reserve's interest rate trajectory and the strategic merits of the "Big Beautiful Bill" reconciliation package. Simultaneously, the panel analyzed escalating Middle East tensions with Israel and Iran, while personal segments addressed the recent friction between Elon Musk and Donald Trump and the upcoming All-In Summit.
- a16z30 min
What You Missed in AI This Week (Google, Apple, ChatGPT)
Google's VO3 model and recent updates to ChatGPT voice and Apple Intelligence are driving a rapid shift toward autonomous video and narrative creation, allowing users to generate consistent multi-character scenes and human-like dialogue from single text prompts. These technological leaps, alongside Eleven Labs' emotion-tagging capabilities and data showing a doubling of consumer AI startup revenue, are establishing a "faceless" creator economy where entrepreneurs can build full-stack brands using AI-generated assets. While current limitations in character consistency and high inference costs persist, the industry is rapidly moving from experimental novelty to a dominant force in social media and professional workflows.
- Goldman Sachs25 min
How to win: Steve Cohen on markets and the Mets
Steve Cohen, Tony Pasquariello
Steve Cohen, founder of Point72, discusses the firm's strategic pivot toward a conservative multi-strategy model and the integration of AI to generate alpha amidst declining market efficiency. While ceasing personal trading to focus on mentoring portfolio managers and managing the New York Mets, Cohen outlines his vision for expanding the firm's private credit pillar and developing a major resort complex in Queens. He further details his leadership philosophy, emphasizing direct communication and the creation of internal talent pipelines over external acquisitions to sustain long-term performance.
- a16z1h 30m
Adam Neumann: This is How You Build Iconic Companies
Adam Neumann, Marc Andreessen, Ben Horowitz, Erik Torenberg
Following WeWork's 2019 collapse, former founder Adam Neumann formed a strategic partnership with investors Ben Horowitz and Mark Pincus to launch Flow, a vertically integrated real estate platform designed to resolve modern housing isolation and workforce fragmentation. The venture employs an asset-heavy model centered on proprietary technology and a "citizen-centric" approach, evidenced by a successful $300 million Saudi Arabia pilot that achieved over 90% occupancy within 60 days. By aligning risk and rewards immediately between Neumann and his backers, Flow aims to scale its ecosystem of managed physical communities globally to serve as a holistic alternative to traditional remote work and fragmented housing markets.
- Goldman Sachs28 min
Nelly Korda: The drive behind a world no. 1 golfer
Ranking world number one with 19 professional wins and Olympic gold, Nelly Korda draws upon a tennis-obsessed Czech American family legacy to fuel her 10-year LPGA career marked by a rigorous daily routine and a "process" philosophy. She leverages partnerships with Nike and TaylorMade while mentoring younger athletes, viewing the sport as a marathon that requires avoiding data over-reliance to prevent a robotic mindset. Looking ahead, Korda plans to team with her sister at the Dow Championship while championing co-ed events and male advocacy to further the growth of women's golf.
Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board
Alfred Lin, Cameron McCord, Stephen Slattery, Steven, Molly
Nominal, a dual-use hardware engineering platform founded by ex-Anduril and SpaceX veterans Cameron McLaughlin and Steven Koon, has secured a $75 million Series B led by Sequoia Capital and Lightspeed Venture Partners after a rapid 10-day diligence process. The company's "continuous hardware testing" strategy unifies R&D and operations through cloud-native tools like DeltaQual, addressing a critical market gap for agile iteration in sectors ranging from defense to advanced mobility. With total capital now exceeding $100 million, Nominal plans to expand its team beyond 100 employees and become the ubiquitous standard for hardware validation across top defense primes and commercial OEMs.
- Y Combinator37 min
Cursor CEO: Going Beyond Code, Superintelligent AI Agents, And Why Taste Still Matters
Michael Truell, Garry, Mark Mandelbaum, Chris Banes, Francesc Campoy Flores, Brian Dorsey Kiselman
AnySphere, the creator of the Cursor IDE, achieved a $9 billion valuation and $100 million in ARR within 20 months by processing over half a billion daily AI model calls and automating roughly half of current code production. Founder Michael Trull outlines a strategic shift from productivity aids to autonomous agents that allow non-developers to define software logic while addressing technical hurdles like context window limits and the need for continuous organizational learning. The company's long-term vision aims to transform software engineering into a paradigm where humans act as logic designers and the distribution feedback loop serves as the primary competitive moat against traditional coding methods.
- The Economist11 min
Will AI take Apple’s crown?
Apple's WWDC showcased a major "liquid glass" visual overhaul for iOS while exposing strategic vulnerabilities in its "Apple Intelligence" rollout, which has missed promised feature deadlines and lags behind competitors like Google. The company also faces significant legal and operational challenges, including a court injunction restricting developer communication that threatens its App Store revenue and a supply chain heavily dependent on China. Despite high consumer retention in the premium market, these factors combine with a shifting AI landscape to create uncertainty for Tim Cook's leadership and the long-term valuation of Apple's hardware ecosystem.
- Goldman Sachs19 min
A German economic revival?
The new German coalition government has enacted legislation to unlock €500 billion for infrastructure and committed to raising defense spending to 3.5% of GDP by 2030, while simultaneously implementing reforms to boost economic competitiveness. These structural shifts occur amidst significant external pressure from U.S. tariff proposals that threaten the Eurozone's GDP and force multinational corporations to restructure supply chains, particularly within the automotive and chemical sectors. Despite macroeconomic headwinds and elevated valuations in European markets, robust M&A activity persists as companies accelerate digital transformation and restructuring to navigate a volatile geoeconomic landscape without an imminent recession on the horizon.
- a16z34 min
Giving New Life to Unstructured Data with LLMs and Agents
Anant Bhardwaj, Guido Appenzeller
A technology leader details how advanced AI systems are replacing brittle Robotic Process Automation by solving the historical challenge of processing unstructured data like PDFs and images through layout-aware models like InstaLM. The presentation advocates for compound AI architectures that combine specialized algorithms with strict validation and audit trails to ensure reliability in high-stakes enterprise decisions, such as automated lending. Ultimately, the strategy involves shifting agent roles to build-time workflow generation while utilizing secure, identity-pass-through protocols to interact with legacy systems, reducing complex decision cycles from weeks to seconds.
- Sequoia Capital38 min
OpenAI Codex Team: From Coding Autocomplete to Asynchronous Autonomous Agents
Hanson Wang, Alexander Embiricos, Sonya Huang, Lauren Reeder
OpenAI has rebranded its Codex system into an agentic coding suite specifically RL-tuned to autonomously execute complex enterprise development tasks like debugging, testing, and deployment within isolated cloud environments. Internal adoption data indicates that professional engineers now leverage the tool to generate multiple parallel code iterations daily, effectively shifting their primary responsibility from writing code to validating agent outputs. This strategic pivot aims to redefine 2025 as the "year of agents" by lowering barriers to bespoke software creation while anticipating a market where human developers manage high-level workflows through future interfaces that blend in-IDE pairing with long-running background automation.
- The Diary Of A CEO1h 54m
Scooter Braun: When Everything Broke, It Fixed Me
Music mogul Scooter Braun, who sold his company SB Projects for $1.1 billion and managed acts like Justin Bieber and Taylor Swift, is transitioning from a persona driven by fear and insecurity to a life centered on authentic identity and fatherhood. After publicly selling the Big Machine catalog and navigating the mental health crises of himself and the artists he managed, Braun has embraced personal growth through therapy and a commitment to emerging technologies like AI. At age 40, he is redefining success as present parenting and curiosity, prioritizing emotional vulnerability over the pursuit of external validation.
- Goldman Sachs8 min
"This is what people were hoping for”
Rich Privorotsky, Chris Hussey
The July jobs report alleviated recession fears and spurred significant capital deployment, with Goldman Sachs recording substantial buy volumes as clients pivoted from trade anxieties to technology and AI themes. Despite mechanical flows suppressing volatility, structural uncertainties around global trade deadlines and upcoming inflation data suggest potential market turbulence. Investors are now prioritizing U.S. growth sectors over cyclical plays, awaiting corporate earnings and CPI releases to validate continued capital expenditure in the artificial intelligence space.
- a16z43 min
The State of Consumer Tech in the Age of AI
Erik Torenberg, Anish Acharya, Olivia Moore, Justine Moore, Bryan Kim
The discussion frames consumer AI as a velocity-driven market where relentless model updates replace traditional network effects, enabling premium pricing models that capture significant value by substituting high-cost labor. While mobile and wearable hardware currently serve as the primary substrate, the sector is navigating a transition from legacy social structures toward novel paradigms like synthetic selves and agentic actions that prioritize direct user utility over static interfaces. Ultimately, success depends on maintaining a technical frontier and evolving new social norms to support an ecosystem where AI companions and enterprise tools facilitate deeper human connection rather than displacing it.