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Latest Interviews

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  1. Sourcery with Molly O'Shea49 min

    Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield

    Navin Chaddha, Molly O'Shea

    The 2025 venture capital landscape is dominated by artificial intelligence, which absorbed 67% of global funding and created a 30.9% valuation premium for AI-native companies while leaving non-AI startups struggling to raise capital. Investors now prioritize founders with high emotional intelligence and proven execution over concepts, demanding consumption-based pricing models and "painkiller" solutions that deliver recurring revenue rather than relying on unsustainable hype. This shift is accelerating a projected $3 to $6 trillion automation opportunity in the knowledge worker sector, with market value migration moving from current infrastructure dominance toward applied AI and agentic technologies over the next decade.

  2. Milken Institute30 min

    A Conversation with Saweetie: Harnessing Philanthropy to Build Financial Futures | Asia Summit 2025

    Saweetie, Diamonté "Saweetie" Harper, Richard Lui

    Multi-platinum rapper and entrepreneur Sweetie discusses her trajectory from baking cookies as a child to securing high-profile partnerships with brands like McDonald's and Calvin Klein while maintaining an authentic leadership style. She details the founding of the I See Baby Foundation, which aims to instill financial literacy in underrepresented youth by leveraging her personal financial lessons and her grandmother's advice. The conversation concludes with her strategic vision to build a decade-long infrastructure that teaches communities how to live educated, self-determined lives through a diverse, women-led team.

  3. 20VC with Harry Stebbings1h 25m

    Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy

    Sam Altman, Jason Lemkin, Rory O'Driscoll, Harry Stebbings

    Venture capital strategy in 2025 has bifurcated into binary funding decisions driven by AI narratives or massive IPO potential, leaving non-AI growth companies struggling to secure capital despite strong fundamentals. As public market multiples face potential reversion, investors are increasingly favoring dominant market leaders while consolidating portfolio companies through M&A to create critical mass for public exits. Consequently, founders must navigate a high-stakes environment where traditional efficiency metrics are scrutinized for data honesty and political neutrality, forcing immediate acceptance of deals over valuation optimization.

  4. a16z43 min

    The Person Who Runs HR For 2 Million Federal Workers

    Katherine Boyle, Scott Kupor, Greg Barbaccia

    The administration is executing a sweeping overhaul of the federal workforce to secure national leadership in the AI race, projecting a reduction of 300,000 civilian employees while dismantling 43 years of hiring barriers to mandate technical skill testing. This strategy shifts performance evaluations toward a forced distribution model and replaces risk-averse culture with outcome-based efficiency, targeting a critical talent gap by recruiting early-career professionals and private sector executives for short-term secondments. Key initiatives include centralizing citizen data through a "One Government" portal, deploying generative AI tools like ChatGPT on government desktops, and restructuring contractor oversight to prevent cost sprawls driven by non-technical management.

  5. All-In Podcast54 min

    Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech

    Ro Khanna, Chamath, Jason

    U.S. Representative Rohit "Roe" Khanna detailed his vision for immigration reform, border security, and economic patriotism during a fifth podcast appearance, advocating for skilled talent pathways while rejecting blanket visa fees and the zeroing out of asylum claims. The Representative criticized the Democratic Party for alienating the tech industry and emphasized the need for a forward-looking agenda focused on domestic revitalization, AI innovation, and bipartisan crime solutions rather than constant opposition to the Trump administration. Khanna also addressed immediate legislative crises, including the government shutdown caused by constitutional disputes over funding freezes, while reaffirming his commitment to banning congressional stock trading and warning against political violence fueled by an attention-driven media ecosystem.

  6. The Diary Of A CEO1h 51m

    No. 1 Sugar Expert: You've Been Sold A Lie About "Healthy" Food!

    Dr. Robert Lustig

    Robert Lustig synthesizes a biological framework linking ultra-processed foods and non-nutritive sweeteners to dementia by detailing how reactive oxygen species deplete mitochondrial ATP and trigger amyloid plaque formation. The presentation contrasts these environmental drivers with metabolic interventions like ketogenic diets and dopamine regulation, while explicitly rejecting the GLP-1 analog approach in favor of systemic food reform that could save the healthcare system trillions. Furthermore, Lustig addresses public health policy by defending vaccine efficacy, advocating for the removal of sugar from food subsidies, and urging individuals to utilize continuous glucose monitoring to bypass algorithmic echo chambers.

  7. Milken Institute47 min

    The State of Global Capital Markets and the Future of Finance | Asia Summit 2025

    Richard Lui, David Chua, Michael Goosay, Hisham Hamdan, Noriko Honda Chen

    A panel of investment experts analyzed the diverging returns between emerging and developed markets, highlighting Asia's undervalued status despite its dominance in global GDP and growth. The discussion identified a strategic shift toward a "third wave" centered on India and Japan, driven by regulatory reforms, demographic trends, and the need for active management to overcome state-owned enterprise inefficiencies. Participants concluded that navigating liquidity risks, deglobalization, and the AI boom requires skilled investors to capitalize on structural transitions while balancing commercial returns with evolving social mandates.

  8. All-In Podcast23 min

    Rick Caruso on California’s Collapse: Broken Leadership, LA Wildfire Failures & the Fix

    Rick Caruso, Karen Bass, Chamath, Jason

    In the wake of the Palisades fires, developer Rick Caruso contrasts his private sector emergency preparations against the city's failures, blaming incompetent governance under Mayor Karen Bass for the destruction of 90% of the homes. Caruso argues that ideological politics have paralyzed local authorities, leading him to propose a competency-based administration that enforces zero tolerance for street encampments while simultaneously securing federal aid and infrastructure upgrades for rebuilding. As he evaluates potential political bids, Caruso emphasizes that California must prioritize practical solutions over political maneuvering to reverse systemic decay and restore the state's status as a national leader.

  9. Lex Fridman4h 34m

    Pavel Durov: Telegram, Freedom, Censorship, Money, Power & Human Nature | Lex Fridman Podcast #482

    Pavel Durov, Lex Fridman

    Telegram CEO Pavel Durov guides the billion-user platform, which he owns entirely with a lean 40-person engineering team, to achieve 2024 profitability by prioritizing user privacy, speed, and self-funded innovation without external shareholders. Durov has repeatedly resisted state pressure from France, Russia, and Iran to compromise on encryption or censorship, facing arrest, travel bans, and poisoning attempts while maintaining a business model that relies on Premium subscriptions and blockchain integration rather than data monetization. This resilience is supported by Durov's extreme personal discipline and philosophical stance on self-restriction, which together sustain an ecosystem designed to protect free speech and technical sovereignty against both government censorship and addictive algorithmic models.

  10. All-In Podcast25 min

    Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

    Rene Haas, Jensen Huang, David, Jason

    Following a landmark September IPO that vaulted its valuation to $150 billion, Arm is leveraging its foundational IP to transition from a smartphone architecture provider into a strategic partner for Nvidia and a supplier for the emerging "Physical AI" robotics market. Chief Executive Officer Rene Haas is aggressively reshaping the company's global culture and engineering focus to accelerate speed-to-market, while explicitly navigating complex geopolitical frictions and supply chain constraints to maintain a unified global ecosystem. With its architecture underpinning critical advances in both data center training chips and energy-efficient endpoint inference, Arm is positioning itself to dominate a diverging semiconductor landscape where specialized hardware will define future AI capabilities.

  11. RAISE Summit19 min

    Alok Sama & Nikesh Arora: AI, Cybersecurity, and Bold Leadership

    Alok Sama, Nikesh Arora

    The event outlines a systemic shift toward the democratization of intelligence, where agentic AI transforms search, disrupts traditional ride-sharing economics through autonomous fleets, and expands cybersecurity threats into state-sponsored warfare. Parallel to these technological shifts, the discussion contrasts high-risk investment strategies at SoftBank with Palo Alto Networks' disciplined acquisition model of retaining founders to build unified security platforms. The presentation concludes by warning of an imminent quantum computing vulnerability that threatens current encryption standards before defenders can establish quantum-safe protocols.

  12. RAISE Summit21 min

    Alexis Ohanian, Founder, 776, Reddit & Victorien Tixier, CEO, ScorePlay: The Future of AI in Sports

    Alexis Ohanian, Victorien Tixier, Vic

    At an industry conference, Reddit co-founder Alexis Ohanian interviewed Scoreplay CEO Vic LaRosa to discuss how artificial intelligence will commoditize content production while elevating live sports as the premier vehicle for authentic, real-time human connection. Their dialogue highlighted Scoreplay's mission to replace legacy infrastructure with centralized AI automation for media asset management, a strategy designed to unlock global market reach through instant localization and data-driven camera placement. The conversation further emphasized a strategic pivot toward women's sports, where Ohanian argues that re-underwriting assets from first principles and leveraging digital-first storytelling will drive exponential valuation growth and reshape traditional league dynamics.

  13. RAISE Summit19 min

    Jennifer Tejada, CEO&Chairperson, PagerDuty: Never Miss a Beat Building Reliable Experiences with AI

    Jennifer Tejada, Tyson Singer

    Spotify and PagerDuty are leveraging artificial intelligence and standardized infrastructure to address a 43% surge in major operational incidents that cost enterprises nearly $1 million each. By shifting from a pet-centric to a cattle-centric philosophy, Spotify enforced rigid "golden paths" through its Backstage platform, a move that enabled fleet-wide code transformations and the commercialization of its internal tools as the B2B "Portal" product. This evolution toward automated digital resilience and code remediation prioritizes predictability over developer autonomy, allowing Spotify to manage its massive codebase while transforming into a higher-margin infrastructure provider.

  14. RAISE Summit19 min

    Fabricio Bloisi, CEO of Prosus Group at RAISE 2025

    Fabricio Bloisi

    On the one-year anniversary of his appointment as CEO, Fabricio outlined Prosus's strategy to transform its $130 billion valuation into a €1 trillion European tech giant through a $15 billion AI investment and aggressive expansion. The company is accelerating this vision by restructuring 40,000 employees, deploying 200 AI models at portfolio firm iFood, and seeking regulatory approval for a $4 billion acquisition of Just Eat Takeaway. With profitability increasing tenfold and $18 billion in reserves, Prosus plans to double its size and target fintech and e-commerce sectors to secure global leadership in AI-driven commerce execution.

  15. Goldman Sachs19 min

    AI Exchanges: The Role of Data

    Neema Raphael, George Lee, Allison Nathan

    Nima Raphael, a 20-year Goldman Sachs veteran, details the industry's strategic shift from deterministic coding to probabilistic machine learning, emphasizing the critical role of proprietary enterprise data in driving innovation beyond consumer hype. He argues that future AI differentiation relies on overcoming public data saturation by leveraging trapped internal datasets through rigorous engineering and emerging agent-based automation. Raphael further warns that sustained value depends on distinguishing high-quality insights from synthetic data risks while preparing for new frontiers in video and robotics generation.