Latest Interviews

“Stocks Are Still Very Undervalued”

Anshul Sehgal, Chris Hussey

Goldman Sachs projects a 30% recession probability for late 2024 while anticipating strong global growth driven by AI integration, German defense spending, and significant U.S. fiscal expansion. The firm recommends a long U.S. stock strategy based on undervaluation and currency debasement, despite a Federal Reserve divergence where Governors Waller and Bowman urge immediate rate cuts against Chair Powell's wait-and-see approach. Investors are advised to monitor seasonal liquidity risks in August and prepare for a credit boom that could drive mortgage origination and inflation by mid-2025.

Opportunities in Global Real Estate | Global Conference 2025

Carol Massar, Debra Cafaro, Justin Kennedy, Andrew Smith, David Steinbach, Barry Sternlicht

A panel of financial experts including Debra, David, and Andrew debated the U.S. economy's long-term viability against rising deficits and deglobalization, while Barry warned that national leadership risks eroding without significant policy reforms. Simultaneously, the group identified a fundamental shift in the real estate market where supply constraints and geographic migration toward "Red States" are driving high returns in data centers, senior housing, and Texas residential lots. Despite these opportunities, investors face binary execution risks from construction bottlenecks and tariff uncertainties, prompting a strategic pivot toward specialized, demand-driven assets over commoditized properties.

Health Tech Founders: The Future of Care Is Personalized, Proactive—and AI-Powered

Bryan Kim, Jonathan Swerdlin, Daniel Cahn

Jonathan Sorlin of Function Health and Daniel of Slingshot AI are launching AI-driven platforms that address critical gaps in physical and mental healthcare by transforming reactive medical models into proactive, data-centric prevention systems. Their products prioritize human experience over traditional metrics, utilizing autonomous tools to interpret complex biomarkers and foster therapeutic alliances without replacing human providers. This approach aims to scale access for millions by reducing systemic friction and burnout, ultimately lowering costs while empowering users to maintain autonomy and deepen genuine human connections.

Groq's CEO: A conversation with Jonathan Ross

Jonathan Ross

Grok is establishing a strategic foothold in Europe with a newly operational Helsinki data center that leverages proprietary SRAM-based LPUs to solve critical compute shortages through air cooling and reduced energy consumption. By combining this hardware with a fully automated compiler and sovereign AI partnerships in Saudi Arabia and Canada, the company differentiates itself with a high-volume, low-margin revenue model optimized for sequential token generation. This approach positions Grok as a complementary force to NVIDIA, targeting the lucrative inference market where its architecture achieves superior latency and efficiency while navigating a regulatory landscape it defines as akin to utility infrastructure.

The Finance Startup Bringing Agentic AI to Wall Street

Arnie Englander, Gustaf Alstromer, Chas Englander

Model ML, founded by siblings Arne and Chas, has transitioned its financial services agentic AI platform from a testing phase to rapid deployment, securing contracts with approximately 10% of the world's largest investment institutions. By replicating human cognitive access within familiar interfaces like Excel, the system automates complex data extraction and document creation for C-suite executives, shifting purchasing cycles from decade-long software licenses to annual multi-year agreements. With a global engineering presence and a strategy prioritizing high-trust in-person demos, the founders leverage their previous exits from Fat Llama and Fancy to drive a market where autonomous tasks increasingly replace traditional user interfaces.

Video Generation as a Primitive

This event addresses the rapid evolution of video generation from high-quality clips to a near-zero cost, ubiquitous computing primitive that enables the on-the-fly creation of any visual content. It outlines transformative applications across media, commerce, gaming, and robotics, while highlighting Y Combinator's call for founders to build infrastructure for this new landscape rather than just content outputs. The discussion emphasizes a fundamental industry shift toward infinite, low-latency video tools that allow for personalized experiences and novel interactions that were previously impossible.

Retraining Workers for the AI Economy

The US government's new AI Action Plan addresses the critical shortage of skilled tradespeople needed for AI infrastructure by directing the Departments of Labour and Commerce to fund rapid retraining programs and startups that develop multimodal AI tutors. These technologies, including voice coaching and AR/VR simulations, aim to compress vocational training timelines from years to months while overcoming the scalability limits of traditional human instruction. By enabling infinite, affordable training at this specific intersection of physical labor and artificial intelligence, the initiative invites startups to build solutions that prepare workers for high-demand roles in semiconductor and data center construction.

Creating a Cleaner Future | Global Conference 2025

Majid Al Suwaidi, Simon Stiell, Gillian Tett

A high-level panel led by UNFCCC's Simon Steele and World Bank President Ajay Banga analyzes the shift from a 5°C to a 3°C warming trajectory while highlighting the UAE's $30 billion Altera Fund as a critical mechanism to mobilize $250 billion in external capital for the Global South. Speakers including Majid Al-Sawadi argue that despite US policy vacuums and Western political headwinds, global decarbonization remains economically locked in through blended finance structures that leverage concessional and private capital. The consensus affirms that the 1.5°C target remains scientifically viable but necessitates immediate, accelerated action across mitigation, adaptation, and loss-and-damage pillars to address the growing supply-demand gap for clean solutions.

Peter Thiel’s $50M Bet on U.S. Uranium Enrichment, General Matter

Peter Thiel, Scott Nolan, Molly O'Shea

Founded in 2023 by Scott Nolan to address U.S. uranium enrichment deficits, General Matter was selected for two historic Department of Energy programs to secure domestic supply of High-Assay Low-Enriched Uranium (HALEU) and reduce reliance on Russian imports. The company leverages recent executive orders that streamline nuclear regulation and mandate military reactor deployment to tackle the imminent energy gap created by AI demand and flat grid capacity growth. With groundbreaking expected within 12 to 18 months, General Matter aims to establish a large-scale enrichment facility by 2028 to fill the capacity void left by the full ban on Russian uranium.

AI Content and the War for Your Attention

Chris Hayes, Antonio García Martínez, Erik Torenberg

This analysis explores the impending crisis where AI-generated content, termed "slop," alienates users by prioritizing algorithmic impulse over volitional intent, thereby threatening the stability of current social platforms and their ad-based business models. Simultaneously, the speaker warns that the fragmentation of mass culture and the erosion of shared reality are accelerating as private digital spaces replace public consensus, creating a bifurcated society of isolated algorithmic clusters. Ultimately, the future of the web depends on resolving the paradox between finite human attention and the infinite scalability of AI, alongside the critical energy infrastructure required to sustain the next generation of computing.

OpenAI’s IMO Team on Why Models Are Finally Solving Elite-Level Math

Alex Wei, Sheryl Hsu, Noam Brown, Sonya Huang

Alex Wei, Cheryl Hsu, and Noam Brown led a focused sprint that enabled AI models to achieve gold medal performance at the International Math Olympiad, marking the first instance of a system reaching this elite human benchmark. This breakthrough relied on scaling test-time compute to over 100 minutes of reasoning and deploying self-verification protocols that allowed the model to correctly identify unsolvable problems rather than hallucinating solutions. While the team utilized general-purpose techniques to advance broader reasoning capabilities for future scientific research, they explicitly noted that current constraints prevent solving complex combinatorics or Millennium Prize problems within the required timeframe.

How the Past and Present Will Shape Russia's Future | Global Conference 2025

Julia Ioffe, Eric Green, Pavel Khodorkovsky, Maria Snegovaya, Daniel Treisman, Leonid Volkov

Panelists projecting a five to twenty-year timeline for regime change emphasize that Russia's highly personalistic structure and emerging oligarch class will likely delay democratization until after Vladimir Putin's natural exit. Concurrently, the Russian economy has demonstrated surprising resilience through sanctions evasion and deepening ties with China, fostering a militarized society poised for prolonged attrition in Ukraine despite long-term stagnation risks. The discussion concludes that the post-Putin transition will likely result in a turbulent, non-democratic power struggle rather than an immediate liberal shift, while offering comparative lessons on the necessity of active civil society to safeguard democratic norms elsewhere.

Scaling and the Road to Human-Level AI | Anthropic Co-founder Jared Kaplan

Jared Kaplan, Diana

This event details how precise scaling laws governing pre-training and reinforcement learning enable predictable AI progress, with task horizons doubling every seven months to support long-term autonomous work. It highlights the launch of Claude 4, which introduces persistent memory and refined coding agents to facilitate complex, multi-day tasks while advocating for a strategic focus on "70% right" applications and greenfield domains like law and finance. The discussion concludes with a roadmap for shifting human-AI collaboration from supervisory oversight to full automation, driven by the expectation that incremental self-correction and hybrid training data will exponentially extend AI capabilities.

Revenge of the Meme Stocks

John Marshall, Alison Nathan

Goldman Sachs Research identifies a renewed surge in retail-driven trading activity for 30 to 50 specific stocks, characterized by aggressive out-of-the-money call option buying that currently operates at half the intensity of the 2021 peak. This trend, fueled by tax reform optimism and available retail liquidity, is projected to persist for several weeks before a waning volume pattern signals an impending decline. Institutional investors have adapted by tracking raw trade volumes rather than social sentiment to manage short-covering risks, reflecting a permanent shift where retail traders now account for the majority of single-stock options volume.

DDN President, Paul Bloch: AI is the Pivot -- Data is the Power

Paul Bloch, Alex Bouzari

Paul Bloch, co-founder of DDN, outlined the emerging fifth industrial revolution at the Paris Race Summit, emphasizing that while Nvidia dominates training, the industry is rapidly pivoting toward massive inference farms and sovereign AI infrastructure across Europe. DDN addresses this shift by managing the critical data layer for AI factories scaling to hundreds of thousands of GPUs, with its new Infinia product demonstrating a 22x acceleration in time-to-result and significant cost savings for clients like XAI and Google. As European nations invest billions in data sovereignty and global competitors race to deploy million-GPU clusters, the summit highlighted that human expertise remains essential to stabilize these complex systems while accelerating deployment across healthcare, finance, and energy sectors.