Latest Interviews
Showing 1021–1035 of 6,397 interview transcripts.
Clear all filters- The Economist9 min
Why China wants Taiwan
Mainstream Beijing officials dismiss the notion of trading Taiwan for US concessions, viewing the island as a non-negotiable historical necessity that requires decades of patriotic re-education to overcome its democratic identity. While analysts note that Donald Trump's unpredictability creates diplomatic openings to unsettle Taiwanese voters, the prevailing strategy avoids immediate military conflict in favor of a long-term timeline extending 30 to 40 years. Current discourse involves debating Taiwan-specific governance models that differ from the Hong Kong precedent, aiming for a negotiated reunification that extinguishes local democracy without triggering full-scale war.
- Dwarkesh Patel13 min
What are we scaling?
Baron Millage argues that current Reinforcement Learning strategies rely on inefficiently pre-baking skills into models due to a fundamental misunderstanding of their ability to learn like humans, which keeps AI revenue far below the potential of knowledge work automation. While the industry anticipates a 2030 surge in continual learning revenue reaching the hundreds of billions, the lack of generalizable on-the-job capabilities and the immense compute requirements for RL scaling suggest AGI remains distant despite incremental progress. This perspective challenges the "superhuman researcher" narrative by emphasizing that solving the core learning problem requires a shift from specialized training loops to systems capable of semantic, self-directed adaptation.
- Goldman Sachs24 min
Coinbase CEO Brian Armstrong: Propelling the Crypto Economy
Brian Armstrong, David Solomon
Brian Armstrong co-founded Coinbase in 2012 to bridge cryptocurrency and traditional finance, growing the platform into a publicly traded entity serving over 150 governments and 80% of Bitcoin ETFs. The company is currently transitioning its infrastructure toward an on-chain ecosystem through its Base Layer 2 solution and open-source AgentKit tools, which facilitate AI-driven payments and tokenized assets. Armstrong has further solidified the industry's political viability by mobilizing two million users to support pro-crypto candidates, positioning regulatory clarity as a prerequisite for the next decade of global financial innovation.
- Goldman Sachs35 min
Looking for Trends: One River Asset Management's Eric Peters
Eric Peters, a veteran trader and founder of One River, outlines a macro strategy combining systematic trend following and long volatility to navigate a global debt expansion era while advocating for Bitcoin as a sovereign-resistant collateral. His analysis projects a significant financial crisis within the next decade driven by unsustainable interest obligations, despite current government efforts to leverage AI and monetary policy to delay the inevitable. Peters emphasizes that a robust portfolio must dynamically hedge against these non-linear risks, leveraging historical data showing a 40x return over the S&P 500 since 2007 through this disciplined, non-directional approach.
- All-In Podcast57 min
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
Scott Bessent, Chamath, Jason, Friedberg, David
Secretary Bessent outlines a fiscal strategy projecting a 2025 deficit contraction to the mid-5% of GDP range, aiming to reach a 3% target by the end of the Trump presidency through a shift from revenue-focused tariffs to national security leverage. The administration attributes current affordability challenges to historical price levels rather than present inflation, while criticizing the Federal Reserve's quantitative easing policies as drivers of inequality that necessitate a balance sheet reduction and return to traditional rate-setting. Future growth is anticipated to follow the July completion of tax cuts and the launch of "Trump Accounts," a universal child savings initiative designed to expand equity ownership and stimulate a CapEx-led employment boom in 2026.
- Goldman Sachs22 min
AppLovin's Adam Foroughi: The Power of a Startup Mindset
AppLovin CEO Adam Farooqi leads the $200 billion mobile technology firm, which leverages a lean 400-person core team and advanced neural networks to dominate performance marketing and generate over $4 billion in annual EBITA. Following a near-total valuation collapse after its 2021 IPO, the company executed a strategic $5 billion share buyback program that restored over $100 billion in market value and drove stock prices to approximately $600 per share. Farooqi sustains this growth by enforcing a culture of extreme operational efficiency, mandatory AI integration for internal workflows, and direct personal oversight of all key hiring decisions.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges
Jason Lemkin, Rory O'Driscoll, Harry Stebbings
The 2026 IPO cycle is projected to backload major public debuts for companies like SpaceX, Canva, Databricks, and Anthropic, while OpenAI delays its listing until 2027 amid high burn rates and trillion-dollar valuation challenges. Key industry figures including Dario Amodei and Gwyn Shotwell were honored for their leadership, while venture capital winners such as Index Ventures and Hummingbird Capital demonstrated exceptional returns through strategic exits. Despite predictions of robust growth for AI-centric stocks like Salesforce and Notion, the market faces significant political and societal risks as potential AI-driven unemployment could trigger a severe backlash against the technology sector.
Palmer Luckey on UFOs, Anduril, Invisibility Tech, & Moon Wars
Anduril Systems, led by Palmer Luckey, is redefining defense acquisition by self-funding rapid prototype development to secure the Air Force's first autonomous fighter, the Fury, while bypassing traditional contractors through capital-intensive manufacturing strategies. Despite media scrutiny over minor test failures, the company maintains its rigorous "test to failure" approach to ensure operational readiness and rejects adjustments to its certification processes. Concurrently, Luckey advances distinct theories regarding extraterrestrial origins for UAPs and outlines a vision for future space combat where fragility dictates swift, catastrophic outcomes, all supported by a portfolio extending from autonomous drones to advanced acoustic submarine tracking.
- Goldman Sachs27 min
Transforming Work Productivity with AI: Glean CEO Arvind Jain
Founded by Arvind Krishna to address enterprise productivity crises caused by fragmented knowledge, Glean has evolved from an internal search engine into an agentic AI platform that proactively executes business tasks while maintaining strict data security through permission-based access. The company is on track to facilitate one billion agent actions this year by leveraging a four-year head start in deep integration and specialized "thinking models" that minimize hallucinations. Krishna positions this technology as an augmentation tool designed to expand human potential and strategic capacity rather than replace teams, predicting that the majority of knowledge work will shift to proactive AI systems within five years.
- The Diary Of A CEO2h 49m
The Gaslighting Expert Jefferson Fisher: If They Do This, You're Being Manipulated!
This session reframes communication mastery as an internal investment in self-worth, guided by five pillars including authentic presence, the strategic use of silence, and specific methods for handling grief and gaslighting. It further details a framework for repairing relationships through radical honesty and non-transactional kindness, challenging the myth of the equal 50-50 partnership in favor of dynamic reciprocity. To translate these insights into practice, the event introduces a forthcoming workbook and an AI-driven training tool designed to help individuals replace generational survival mechanisms with confident, calm leadership behaviors.
- The Economist8 min
Why this crypto crash is different
Amidst a regulatory landscape reshaped by the Trump administration's appointment of industry insiders and the removal of past constraints, the global crypto market has matured from a niche asset class into a multi-trillion dollar financial component. Despite significant political support and the launch of family-backed ventures like World Liberty Financial, the sector is currently grappling with a unique downturn where new investors face substantial losses even as Bitcoin trades near $90,000. This shift marks a departure from historical boom-bust cycles, signaling a transition where decentralized finance aligns with conservative anti-establishment sentiments while institutional adoption accelerates through ETFs and banking licenses.
- Dwarkesh Patel1h 55m
Sarah Paine – Why Russia Lost the Cold War
This analysis attributes the dissolution of the Soviet Union to a convergence of sustained U.S. strategic pressure and internal systemic failures, with Ronald Reagan's military buildup and Richard Nixon's diplomatic pivot to China exacerbating Soviet economic stagnation. While Mikhail Gorbachev's flawed reforms and economic mismanagement critically weakened the regime, external factors including the Helsinki Accords and George H.W. Bush's diplomatic maneuvers accelerated the collapse by securing German unification and isolating the Eastern bloc. Ultimately, the event is presented as a result of cumulative Western policies that capitalized on inherent Soviet structural rot rather than a single definitive action.
- Goldman Sachs11 min
“We Like Bonds”
Goldman Sachs interprets recent U.S. labor data as a temporary distortion driven by the government shutdown, maintaining that the economy remains soft rather than collapsing while projecting only two Federal Reserve rate cuts throughout 2025. The firm advocates for an intermediate-duration bond strategy between two and five years to balance yield pickup against global term premium risks, avoiding the longer end of the curve despite tight corporate credit spreads. Market outcomes will likely pivot on whether AI-driven productivity achieves a disinflationary expansion or if a sharper labor deterioration prompts a more aggressive monetary response from the central bank.
- 80,000 Hours2h 37m
What We Owe Unconscious AI | Oxford Philosopher Andreas Mogensen
Andreas Mogensen, Zershaaneh Qureshi, Rob Wiblin
Andreas debates whether artificial intelligence warrants moral consideration through preference-satisfying welfare, affective states, or autonomy, noting that disembodied systems may lack the bodily awareness required for genuine emotions. He further explores the radical implication that human extinction could be morally justified if it minimizes wild animal suffering, though long-termist perspectives urge caution against this conclusion given unresolved existential risks. To guide future action, the discussion prioritizes defining specific sentience criteria, resolving the indeterminacy of digital consciousness, and preventing the entrenchment of harmful AI practices before superintelligent systems emerge.
- Goldman Sachs37 min
‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Scott Goodwin, Michael Brandmeier, John Lewinson
Diameter Capital leverages proprietary data analysis to navigate credit market stress, identifying distress in private credit and SaaS while capitalizing on undervalued opportunities in AI infrastructure and the X (Twitter) debt restructuring. Founded by Scott Goodwin and Jonathan Lewinson, the firm differentiates its strategy by bypassing traditional ratings to target unrated securities, a disciplined approach that generated significant returns on fiber and spectrum bets through active syndicate management with partners like Goldman Sachs. Looking ahead, the firm anticipates a prolonged AI microcycle and a gradual software sector correction, positioning its portfolio to acquire distressed assets as the market shifts from capital expenditure to actual adoption phases.