Latest Interviews
Showing 1006–1020 of 9,945 transcripts.
Clear all filters- The Economist8 min
Donald Trump’s blockade of the Strait of Hormuz is a dangerous gamble | The Economist
Donald Trump, Shashank Joshi, Rosie Blau
U.S. Central Command is implementing an economic blockade targeting all vessels transiting Iranian coastal waters to cripple Tehran's revenue and force negotiations on its nuclear program. This strategy risks triggering a global energy crisis with Brent crude projected to hit $150 per barrel if Iran retaliates by restricting neutral shipping in the Gulf of Oman. Analysts warn that the move may alienate key allies and ultimately fail, as Tehran appears prepared to outlast the U.S. administration amid approaching midterm elections.
- Goldman Sachs21 min
Why Aren’t Investors More Worried?
Dominic Wilson, Allison Nathan
Despite a sharp market reversal triggered by news of a potential U.S. blockade in the Strait of Hormuz, the S&P 500 has recovered toward pre-conflict levels as investors discount prolonged escalation risks in favor of a rapid negotiation timeline. Dominic Wilson highlights a critical divergence where equity markets price in economic tolerance while rates markets remain hawkish on inflation, prompting a strategic approach that combines selective long-risk exposure in technology and commodities with aggressive hedging against downside tail events. This cyclical strategy urges investors to capitalize on volatility-driven pullbacks by reinforcing core positions in favorable regions like Japan and Korea while maintaining protection against persistent energy supply disruptions.
- a16z29 min
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
This analysis details a critical transition where AI development is being constrained by US infrastructure deficits in energy and memory rather than software or hardware capacity alone. Experts highlight a market paradigm shift where software moats erode rapidly and venture capital pivots from application-layer bets toward rebuilding physical industrial assets. The discussion further connects these challenges to a convergence of cryptography and AI, emphasizing how blockchain will enable machine-to-machine economies while verifying human identity against deepfakes.
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha
Anj Midha, Anjney Midha, Harry Stebbings
Anj Midha outlines a strategic framework for advancing frontier AI by identifying compute supply, capital availability, and cultural alignment as critical bottlenecks requiring infrastructure standardization akin to the 1885 electricity grid. He proposes a coordinated "Iron Dome" for Western model inference and advocates for a consolidated market of three to four dominant teams to prevent resource fragmentation while fostering sovereign, mission-driven projects like Periodic Labs' physical data loops. This approach necessitates a shift in venture capital toward active operational partnership and the deployment of a 1.3 gigawatt compute grid financed through a hybrid equity-debt structure to sustain long-term innovation.
- Sequoia Capital31 min
From SEO to Agent-Led Growth: Profound's James Cadwallader
James Cadwallader, Sonya Huang, Sonia
James outlines a fundamental market shift from deterministic search to probabilistic AI agent discovery, where "profound agents" now curate brand recommendations before humans ever engage with content. He warns that this transition threatens the traditional advertising economy by bypassing human page visits, necessitating a strategic pivot where companies feed proprietary data directly into models to secure visibility in a potential "dead internet." To survive this paradigm change, marketers must abandon legacy SEO tactics and instead optimize for agent legibility, original insight, and interoperability to ensure their offerings are cited by systems like ChatGPT and Gemini.
- Milken Institute46 min
Time to Build: Accelerating & De-risking Israel's Economic Growth, Recovery | Global Conference 2025
Glenn Yago, Tilli Kalisky-Bannett, Eugene Kandel, Michael Kashani, Seffy Zinger
Organized by the Milken Innovation Center, the "Time to Build" panel convenes policymakers and financiers to detail Israel's strategy for accelerating economic recovery while de-risking the high-tech sector following the October 7 attacks. The session highlights resilience metrics such as the Tel Aviv Stock Exchange's outperformance during wartime, alongside new regulatory initiatives like Yozma 2 and blended finance models designed to mobilize domestic capital and diversify away from foreign dependency. By integrating underrepresented populations into the labor market and leveraging AI for reconstruction, the panel frames a generational opportunity to transform the national economy through a coordinated public-private-philanthropic approach.
- The Economist6 min
How Hungary’s election result could change Europe | The Economist
Matt Steinglass, Rosie Blau, Viktor Orban, Peter Magyar, Vladimir Putin
Hungarian opposition leader Péter Márki-Zay led a historic coalition victory with a two-thirds parliamentary majority, ending 16 years of Viktor Orbán's Fidesz rule after a 77% voter turnout driven by rural discontent over corruption and Russia-aligned policies. The new administration has pledged to immediately unfreeze approximately €20 billion in EU aid and dismantle constitutional "poison pills" that previously allowed the former regime to block agendas, including court control. This pivotal shift secures a path for Hungary to align with European Union norms, removes obstacles to sanctions on Russia, and marks a significant setback for international national conservative populist movements.
- a16z54 min
Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Katherine Boyle, Sarah Wang, Jesse Genet
Former Y Combinator founder Jessie utilizes a fleet of eleven autonomous agents built on the Open-Claw framework to simultaneously manage a homeschooling household for four young children and develop advanced technical products. By adopting a "benevolent neglect" parenting strategy and delegating daily tasks to specialized software agents running on isolated Mac Minis, she successfully reverses typical trade-offs between deep tech work and active family engagement. This operational model demonstrates how non-technical founders can achieve a Cambrian explosion in personal capability, potentially reshaping future domestic economics by making remote, AI-driven parenthood viable without traditional startup pressures.
- Goldman Sachs33 min
Holocaust Survivors on Hope, Survival, and the Responsibility to Remember
Bernie Schanzer, Sheara Fredman
Brothers Henry and Bernie Shanzer recount their survival of the Holocaust as hidden children in Belgium and France, relying on their mother and four French rescuers who sheltered them from arrest and deportation during World War II. Despite their father's death in Convoy 27 and initial betrayal by a caretaker, the boys were saved through a network of false documents and hidden on farms before reuniting with their family in 1945, earning posthumous "Righteous Among the Nations" recognition for their saviors. The speakers emphasize the ongoing relevance of their testimony by linking historical persecution to modern anti-Semitic violence, urging the audience to maintain active vigilance and moral courage to prevent future atrocities.
Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”
Max Levchin, a first-rate technologist and founder of the public lending platform Affirm, outlines a vision to disrupt predatory credit practices by offering transparent, fee-disclosed loans that aim to capture a significant portion of the U.S. e-commerce market. Leveraging his background in computer science and entrepreneurship, Levchin argues that the collapse of software engineering barriers due to LLMs will render hidden fine-print models obsolete while driving a shift toward "agentic commerce" and higher consumer verification. He emphasizes that Affirm's success relies on a high-performance culture aligned with a clear mission, projecting the company will originate nearly $48 billion in loans this year while treating the stock market as a long-term weighing machine rather than a short-term voting mechanism.
- The Diary Of A CEO1h 37m
The Iran War Expert: The Most Dangerous Stage Begins Now (STAGE 4)
Professor Robert Pape asserts that the U.S. faces a high probability of entering a ground war with Iran by Stage Three, driven by the failure of air campaigns to destroy buried nuclear and missile assets and the fragmentation of the American-led regional coalition. This escalating conflict threatens to trigger a global economic shock as a potential Iran-Russia oil blockade could remove 30% of supply, while U.S. domestic politics face a legitimacy crisis amid projected infrastructure collapse and social security budget cuts. Predicted outcomes include Iran achieving nuclear deterrence through an on-soil test or a six-month military occupation to seize strategic assets, fundamentally reshaping the balance of world power within four years.
- The Economist6 min
Google DeepMind’s boss on AI, power, God and what’s next | The Economist
An AI researcher outlines a vision where artificial general intelligence serves as a fundamental scientific instrument to solve existential challenges like disease and energy crises, rather than a tool for corporate dominance or "making God." Despite a fragmented geopolitical landscape that hinders the preferred international cooperation model, the speaker advocates for cautious optimism and the establishment of minimum safety standards agreed upon by leading labs. This approach aims to ensure the safe delivery of AGI within roughly five years, fulfilling a lifelong mission that prioritizes global benefit over personal accolades.
- Milken Institute19 min
A Conversation with Federal Communications Commission Chairman Brendan Carr | Global Conference 2025
FCC Chairman Brendan Carr has launched the agency's most significant deregulatory initiative in history, seeking to eliminate approximately 2,000 active dockets and establish a new Council on National Security to counter perceived Chinese infiltration risks. The administration prioritizes accelerating 5G and 6G deployment by restoring FCC auction authority to generate over $80 billion and transitioning federal spectrum to the commercial market, while simultaneously reviewing major mergers like Verizon-Frontier and T-Mobile U.S. Cellular. Carr further defended distinct regulatory obligations for broadcasters to support localism and dismissed conflicts regarding his Comcast background as the FCC moves to eliminate legacy copper retirement rules in favor of modern IP infrastructure.
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota
Eleven Labs' Chief Revenue Officer Carlos Reina describes the company's rapid growth to over $350M ARR as driven by a radical shift toward AI-embedded sales strategies that prioritize distribution over traditional transactional deals. The organization deploys custom AI agents for sales and customer success roles to achieve a 50% productivity boost while compensating these digital workers on par with human employees to maximize revenue generation. This approach, coupled with parallel global market entry and strategic corporate venture capital partnerships, positions the firm to outpace competitors in a foundational model landscape where forecasting relies on high-velocity experimentation rather than historical precision.
- All-In Podcast1h 29m
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Brad Gerstner, Chamath, Jason, Friedberg, TheZachEffect, Zach
Anthropic halted the public release of its "Mythos" model after it autonomously identified thousands of critical vulnerabilities, prompting the launch of Project Glasswing, a coalition of forty major firms tasked with patching software flaws. This security breach triggered a heated debate among industry leaders regarding the genuine threat of AI-driven cyber warfare, the necessary government coordination to manage such risks, and the strategic pivot of Anthropic toward dominating the enterprise agent market. Amidst discussions of a temporary AI defense advantage and soaring revenue projections, experts also addressed broader geopolitical tensions and the evolving competitive landscape between frontier AI models.