Latest Interviews
Showing 91–105 of 411 transcripts.
Clear all filters- The Economist25 min
Kurds in the right place: a truce nears
Rosie Bloor, Jason Palmer, Pyotr Zalewski, Simon Rabinovich, Danielle Zaslavsky, Henrietta McFarlane
Following secret negotiations, Turkish President Recep Tayyip Erdoğan and former hardline leader Devlet Bahçeli have advanced a peace initiative with imprisoned Kurdish leader Abdullah Öcalan, aiming to end a 40-year conflict through a PKK ceasefire while securing regional stability against Israel and Western alliances. Simultaneously, President Trump's aggressive tariff escalation on China, Mexico, and Canada triggered immediate global market sell-offs and record-low consumer sentiment as nations retaliated, compounding existing economic vulnerabilities in housing and business investment. In a contrasting cultural shift, the $3.1 billion caviar industry is surging toward a projected $4.6 billion valuation by 2029, driven by viral social media trends among young consumers who are adopting unconventional pairings and spurring innovations in cultivated, fish-free alternatives.
- Y Combinator32 min
Vibe Coding Is The Future
Andrej Karpathy, Gary, Jared Harge, Diana, Abhi von Copycat, Mark Mandelmann, Yoav, Leslie Kendricks, Francesc Campoy Flores, Mark Mirchandani, Melanie Warrick, Trevor, Mark Blyth, Anders Ericsson, Malcolm Gladwell, Picasso, Max Levchin, Toby Lutke, Mark Zuckerberg
Founders characterize "vibe coding" as the emerging dominant standard, where exponential velocity gains from AI tools like Cursor shift the primary engineering role from syntax generation to product judgment and taste. While this paradigm democratizes initial prototyping by generating over 95% of code automatically, participants note a critical divergence where scaling to massive user bases still demands classically trained architects to handle complex systems engineering. Consequently, the industry is pivoting toward hiring assessments that prioritize reviewing capabilities and architectural decision-making to distinguish between the "good enough" code produced by AI and the exceptional quality required for world-class systems.
- The Economist28 min
Pompcast: Trump rallies Congress
Trump, Jason Palmer, Rosie Bloor, John Priddow, Ana Lankes, Alex Hearn
President Donald Trump suspended military aid to Ukraine following a dispute with Volodymyr Zelensky, triggering retaliatory 25% tariffs from Mexico and Canada and prompting Zelensky to signal readiness for a new minerals deal. In his first congressional address, Trump claimed record-breaking approval swings and erroneously contrasted European and American aid contributions while asserting he ranks alongside George Washington. Simultaneously, Ecuadorian Attorney General Diana Salazar continues high-stakes investigations into corruption linking drug cartels to former President Rafael Correa, with the outcome threatening to determine whether the nation remains a democracy or becomes a narco state before upcoming elections.
- Goldman Sachs18 min
Trump’s tariffs: Big talk or big action?
Trump, Jeff Gerrish, Allison Nathan
The current administration is deploying aggressive tariff policies to reshape U.S. manufacturing, secure national security in strategic sectors, and address geopolitical concerns like fentanyl trafficking. While market volatility is intentionally leveraged to force negotiation concessions, a coordinated strategy involving hawkish figures aims to replace bilateral deals with a reciprocal global tariff system by the April 1st deadline. Despite legal challenges, these measures are designed to correct trade imbalances and extend beyond the scope of previous administrations to fundamentally alter international trade dynamics.
- The Economist26 min
Phase transition? Gaza’s shaky peace
Greg Carlstrom, Jason, Rachel Dobbs, Ana Lankes
Negotiations for a second phase of the Gaza ceasefire are stalled as the initial truce approaches expiration, with a short-term extension considered the most likely scenario while future reconstruction plans clash between Arab proposals and Israeli suggestions. Simultaneously, the US faces significant disruption in its federal science sector due to proposed budget cuts of up to 50% and the removal of indirect costs, prompting fears of a mass exodus of scientific talent and a decline in global research output. Meanwhile, Brazil is undergoing a national reckoning with its military dictatorship legacy, driven by the Oscar-nominated film *I'm Still Here*, which has intensified judicial scrutiny over past disappearances like that of Rubens Paiva and underscored political tensions surrounding former President Jair Bolsonaro's pending trial.
- Sequoia Capital1h 0m
AI, Security and the New World Order ft. Palo Alto Networks’s Nikesh Arora
Nikesh Arora, Sonya Huang, Pat Grady, Jim Goetz
Nikesh Arora outlines a shifting AI landscape where falling development costs enable specialized models while warning that premature agency requires rigorous "AI firewalls" to mitigate real-time cyber threats and hallucinations. He details Palo Alto Networks' strategy of acquiring only category leaders under strict co-authorship agreements, a tactic designed to preserve agility amidst a predicted five-year battle between autonomous agents. Additionally, Arora forecasts a regulatory bifurcation for critical infrastructure alongside a market split between enterprise-grade specialized systems and consumer-focused general-purpose AI.
- Goldman Sachs26 min
Tariffs: What’s ahead and why it matters
Alec Phillips, Joseph Briggs, Kamakshya Trivedi, Alison Nathan
Starting February 1, 2025, the administration implemented a 10% tariff on Chinese imports and delayed measures against Canada and Mexico while accelerating steel and aluminum duties to 25% with no exemptions. This unprecedented two-week escalation compresses trade war dynamics into a single window, projecting a mid-single-digit rise in effective U.S. tariff rates that could slow American growth by 25 basis points and push core inflation to 2.6% by year-end. As global central banks diverge with the Federal Reserve adopting a slightly hawkish stance, investors are increasingly hedging against dollar strength while anticipating a pivotal April 1 report on structural tariff mechanisms.
- The Economist25 min
Love match: Modi-Trump’s tariffs tussle
Modi, Trump, Jason Palmer, Rosie Bloor, Kira Khuyu, Leo Morani, John Fassman
At the White House, President Trump and Prime Minister Modi advanced a "mega-prosperity" partnership marked by the "MIGA" slogan, even as trade tensions over reciprocal tariffs and immigration enforcement disputes threaten the $200 billion bilateral relationship. Concurrently, global aviation faces a decade-long crisis of eroding safety and shrinking airspace due to geopolitical conflicts, granting non-Western carriers a competitive edge while forcing Western airlines to cancel routes. In the entertainment sector, *Saturday Night Live* celebrates its 50th anniversary by maintaining structural consistency under Lorne Michaels' leadership, successfully adapting its political satire for the digital age to sustain high ratings during election cycles.
How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring
Not Bored Capital has successfully grown its Assets Under Management to $50M by pivoting from pure software bets to a "vertically integrated" strategy that combines hardware and software infrastructure. The firm employs a "barbell" portfolio approach heavily weighting toward companies like Base and Earth AI while utilizing deep-dive journalism as its primary due diligence method to evaluate founder expertise. This media-meets-venture model, anchored by the 239,000-strong "Not Boring" newsletter, allows the firm to identify efficiency gains in AI and nuclear sectors while bypassing traditional confirmation bias found in standard accelerator programs.
- The Economist41 min
Scam Inc 1: Pigs in a barrel
Jim Tucker, Shane Haynes, Bill Tucker, David, Su Lin Wong, Zannie Minton-Beddoes, Karina, Evan, Edgar, Sam Colbert, Alizé Jean-Baptiste, Weidong Lin, Darren Ng, Claire Reid, Rosie Blore, Heidi Pett, John Shields
In July 2023, Elkhart, Kansas, Heartland Tri-State Bank collapsed after CEO Shane Haynes transferred $47.1 million to the cryptocurrency exchange Kraken following a sophisticated "pig butchering" scam. Despite the board's secret meeting and unanimous rejection of a recovery plan, federal regulators seized the bank, dissolving its charter and costing local shareholders millions while depositors remained insured. This incident exemplifies the rise of global criminal networks that exploit professional relationships to generate tens of billions in annual losses for victims worldwide.
- The Economist23 min
War hoarse: is Zelensky being heard?
Zelensky, Jason Palmer, Rosie Bloor, Ore Ogunbiyi, Vicente Maldonado, Caitlin Talbot, Halen Michael Seaman, Gabe Poirot
President Zelensky warns of grim front-line realities and insists Ukraine will only negotiate with binding U.S. security guarantees, while simultaneously facing funding hurdles for a contingency plan to double the national army. In West Africa, aquaculture startups like Troppo Farms struggle to meet surging local fish demand due to high capital intensity and bureaucratic barriers, despite 60% of global consumption shifting to farming. Meanwhile, TikTok has become a primary driver of religious engagement for Gen Z, where viral influencers bypass traditional institutions to build communities, albeit with risks of spreading misinformation and fragmenting belief systems.
- All-In Podcast1h 37m
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
Antonio Gracias, Sacks, Chamath, Friedberg, Jason Calacanis
David Sacks and Antonio Gracias lead the Department of Government Efficiency in auditing USAID for potential fraud and waste while simultaneously pushing for a US Sovereign Wealth Fund to monetize government assets like TikTok stakes and federal land to reduce the national debt. The administration further advances a crypto regulatory framework prioritizing stablecoin legislation and proposes a tax plan eliminating levies on tips, overtime, and Social Security benefits for seniors. Amidst these policy shifts, market participants analyze Google's record-breaking earnings and $75 billion AI infrastructure investment, while medical experts review new VA data suggesting GLP-1 drugs offer significant cardiovascular and neurological benefits beyond weight loss.
- Y Combinator44 min
How To Get AI Startup Ideas
YC is hosting its inaugural AI Startup School in San Francisco on June 16th and 17th, featuring high-profile speakers like Elon Musk and Sam Altman to guide eligible CS students and recent graduates through cutting-edge venture creation. The program emphasizes deriving viable startup ideas by leveraging unique domain expertise or conducting undercover research in underserved industries, illustrated by case studies of founders who transformed personal observations at companies like Tesla and Cohere into seven-figure ventures. Participants receive full travel support and strategic advice to persist with ambitious AI projects, moving beyond transient trends to build companies with sustainable competitive advantages in rapidly evolving sectors.
- The Economist24 min
It could happen to you: introducing “Scam Inc”
Jason Palmer, Rosie Bloor, Su Lin Wong, Simon Rabinovich, Tim Cross
Podcast series *Scam Inc.* reveals a multi-billion dollar online fraud industry utilizing violent coercion, AI-driven voice cloning, and psychological exploitation across the globe. Concurrently, the US administration has aggressively implemented sweeping tariff threats on major trading partners, creating significant market volatility while seeking to revitalize domestic manufacturing through protectionist policies. In the sports sector, Magnus Carlsen and Tim Cross are launching a rebranded Freestyle Chess Grand Slam Tour that employs randomized starting positions and F1-style broadcasting to transform chess into a mass-market entertainment product.
- The Economist25 min
Turkish delight: influencing the new Syria
Mauro Morandi, Jason Palmer, Rosie Bloor, Piotr Zalewski, Mike Bird, Anne Rowe
President Recep Tayyip Erdogan is re-engaging Syria to secure its 900-kilometer border and suppress Kurdish autonomy while facilitating the return of three million refugees, a strategy that draws cautious interest from regional powers like Saudi Arabia. Simultaneously, the Trump administration has pivoted to integrate cryptocurrencies into the U.S. financial system through an executive order and a new "Doge" body led by Elon Musk, reversing previous restrictions to encourage bank participation. Meanwhile, Mauro Morandi, who lived in isolation on the Italian island of Budeli for three decades, evolved from a recluse into an environmental educator before passing away in his 80s.