Latest Interviews
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Clear all filters- Milken Institute1h 1m
Things That Will Blow Your Mind | Global Conference 2025
Richard Sandler, JC Btaiche, Rowland Illing, Christyl Johnson, Jeb Terry, Crystal Johnson
Led by moderator Richard Sandler, a panel of industry leaders from NASA, FUSE, AWS, and Cosm explored the technological interdependencies required to achieve sustainable lunar habitation by 2040, commercial fusion energy within a decade, and AI-driven healthcare advancements. Speakers detailed critical innovations ranging from NASA's use of digital twins and inflatable habitats for Mars missions to FUSE's "Radiation as a Service" model and AWS's multimodal generative AI applications that accelerate biological discovery. The consensus emphasized that while government funding is necessary, scalable progress in space, energy, and health relies heavily on structured public-private partnerships to incentivize private capital and navigate the growing energy demands of these transformative sectors.
- Goldman Sachs23 min
AI Exchanges: Where Will the Power Come From?
Rebecca Kruger, Allison Nathan, George Lee
Hyperscalers and utilities are forging unprecedented partnerships to address the binding power constraint of AI infrastructure, as the sector's step-change demand outstrips the current grid's 40-year-old capacity and supply chain limitations. With nuclear and gas-fired assets facing severe construction bottlenecks and a critical mismatch between rapid data center deployment and decade-long power generation timelines, these entities are committing to billions in capital and ten-year contracts to ensure reliable baseload generation. This strategic realignment, supported by emergency permitting measures and advanced technologies like behind-the-meter generation, marks a decisive shift from two decades of flat energy growth to a new era of massive grid modernization and investment.
- a16z49 min
America's Energy Problem: We Need A New Grid
David Ulevitch, Erin Price-Wright, Ryan McEntush, Aaron
This event addresses the critical ossification of the U.S. electrical grid, where aging infrastructure, severe transformer backlogs, and a dispersed skilled workforce have stalled megaproject development. Panelists argue that the solution lies in a decentralized "leapfrog" strategy combining on-site generation, Small Modular Reactors, and AI-driven management to bypass interconnection bottlenecks. The discussion highlights urgent investment opportunities in grid visibility software, industrial robotics, and supply chain diversification to meet the explosive power demands of data centers and EVs.
- Milken Institute25 min
A Conversation with GoldenTree Asset Management Founder Steven Tananbaum | Global Conference 2025
Steven Tananbaum, Ilana Weinstein, Stephen Tannenbaum
GoldenTree Asset Management, a $60 billion employee-owned firm founded by Stephen Tannenbaum, distinguishes itself through a disciplined credit strategy that has maintained top-quartile returns across 25 years despite an industry where 90% of assets are concentrated in just 10% of firms. The firm's longevity and lean 320-person structure are sustained by a promote-from-within culture that rigorously screens for critical thinking and resilience while rewarding capital actually in the ground rather than theoretical gains. As demand for alternative credit expands, GoldenTree leverages its specialized teams and transparent partnership model to project continued growth while adhering to a mindset that treats every fiscal year as a fresh competitive challenge.
- All-In Podcast8 min
Every Software CEO Is Terrified Of This AI Innovation - Travis Kalanick
Travis Kalanick, Chamath, Jason, Friedberg, Keith
Founders and investors express deep concern that AI agents will rapidly obsolete traditional web browsing, prompting a strategic pivot away from browser development toward direct agent-based task execution. Perplexity is positioned to disrupt the financial information sector by replacing Bloomberg's legacy terminals with superior real-time data and interface capabilities, specifically targeting users frustrated by high costs and poor usability. While market speculation suggests Apple might acquire Perplexity to solve search distribution challenges, critics argue that Apple's historical delays in AI execution and cultural mismakes render such a deal strategically unsound.
- Y Combinator27 min
Nobel Laureate John Jumper: AI is Revolutionizing Scientific Discovery
Google DeepMind leader John Jumper presents AlphaFold 2, an AI system that revolutionizes structural biology by accurately predicting protein 3D structures to bridge the massive gap between sequenced genes and experimentally solved forms. The technology's superior accuracy, validated by a thirty-fold reduction in error rates at CASP14 and the release of over 200 million predictions, has accelerated drug discovery and enabled novel applications like re-engineered molecular syringes for targeted therapy. This shift allows experimentalists to advance the pace of biological research by 5 to 10 percent, transforming AI from a narrow computational tool into a fundamental amplifier for scientific discovery.
- Sequoia Capital41 min
DeepMind's Pushmeet Kohli on AI's Scientific Revolution
Pushmeet Kohli, Sonya Huang, Pat Grady
DeepMind's AlphaEvolve employs a multi-agent evolutionary architecture using Gemini models to autonomously discover entirely new algorithms, successfully resolving long-standing mathematical challenges like reducing 4x4 matrix multiplication steps to 48 and uncovering symmetries in the Cap Set problem with Terence Tao. Operating across languages such as C++, Python, and Verilog, the system generates human-interpretable code that outperforms expert designs in tasks ranging from chip design to data center scheduling without relying on human feedback loops. This breakthrough mirrors the impact of AlphaFold 2 by democratizing scientific discovery, with Pushmeet Kohli predicting that future Nobel Prizes will be won by human-AI collaborative teams as the technology scales into robotics and energy sectors.
- Milken Institute1h 0m
Strategies for Expanding Affordable Housing | Global Conference 2025
Jennifer Sondag, Stephen J. Cloobeck, Scott Epstein, Martin Muoto, Shane Phillips, Stephanie Rawlings-Blake
A high-stakes panel on California's housing crisis converges on the conclusion that a five-million-unit supply shortage, exacerbated by regulatory burdens like CEQA and restrictive zoning, necessitates urgent legislative and structural reform. Key figures including developer Martin and gubernatorial candidate Stephen Zake advocate for dismantling bureaucratic barriers, citing cost disparities between inefficient nonprofit construction and private sector models, while highlighting successful precedents in Cambridge and New Zealand. The discussion culminates in a strategic pivot toward public-private partnerships and single-family upzoning, arguing that aligning private capital with social impact is essential to resolve the workforce housing mismatch and lower costs for essential workers.
- a16z59 min
Aaron Levie on AI's Enterprise Adoption
Enterprise leaders are rapidly shifting from skepticism to treating artificial intelligence as a competitive imperative, prioritizing workflow adaptation and governance over technological breakthroughs to drive adoption. This transition is redefining software economics through usage-based pricing and transforming developer roles from code execution to AI agent orchestration, which significantly expands individual output without immediate headcount reduction. While legacy systems and data silos continue to slow enterprise integration compared to the consumer sector, strategic pivots toward unstructured data management and AI-native talent acquisition are poised to normalize these capabilities as a fundamental operational layer within five to ten years.
- Milken Institute59 min
US Economic Competitiveness in a Changing World | Global Conference 2025
Stephanie Flanders, Gary Cohn, Kevin McCarthy, Peter Orszag, Ruth Porat, Glenn Youngkin
Panelists project the U.S. economy will maintain long-term resilience driven by global reserve currency status and corporate investment, despite short-term fiscal strain and a macro-resilience decline caused by supply chain diversification away from China. To address structural deficits, the discussion emphasizes accelerating GDP growth through aggressive AI adoption, a nuclear energy revolution to power digital infrastructure, and tax policy extensions that prioritize domestic manufacturing over antitrust enforcement. Simultaneously, the administration faces a critical tension between strict immigration enforcement and the urgent need to attract global talent, a challenge highlighted by Virginia's $100 billion in recent corporate commitments and its pivot toward non-traditional workforce development pathways.
- Milken Institute1h 0m
Capital Markets 2025: Shaping and Scaling the Future | Global Conference 2025
Sonali Basak, Sumer Dewan, Jim Esposito, Viswas Raghavan, Seema Shah, Jeffrey Solomon
Panelists led by Seema Kenji analyze a structural macroeconomic shift where sovereign debt burdens have transferred to private sectors, creating a new environment characterized by the Trump administration's tariff and deregulation triad and a decade of anticipated high volatility. While market dislocations remain orderly and liquidity persists, regional dynamics are pivoting toward Asia as India and ASEAN emerge as critical growth engines and internal trading blocs. Looking forward, the consensus emphasizes corporate stress testing and long-term conviction in US assets, with technology and scenario analysis serving as primary drivers for navigating the upcoming period of fiscal dominance and reserve currency trust deficits.
- All-In Podcast1h 31m
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
Travis Kalanick, Keith Rabois, Chamath, Jason, Friedberg
Travis Kalanick unveiled his "Bowl Builder" robotic food assembly machine designed to slash labor costs to 10% of revenue, while Elon Musk confirmed ongoing discussions with Pony AI to license autonomous driving technology for both passenger and food delivery applications. These logistical advances align with Musk's announcement that Grok 4 has outperformed competitor models by scaling general computation and transitioning exclusively to synthetic training data. Amidst these technological shifts, Musk also proposed a new political party focused on fiscal responsibility to influence congressional races, a move supported by the Supreme Court's recent ruling granting the President broad authority to execute federal workforce reductions.
- Milken Institute58 min
Balance Sheet: The US Government Budget and National Debt | Global Conference 2025
Josh Barro, Maya MacGuineas, Steven T. Mnuchin, Paul Ryan, Alan Schwartz, Phillip Swagel, David Malani
A panel of economic experts and former officials projected that U.S. deficits will reach 8% of GDP within four years, driven by expiring tax provisions, rising interest costs, and an inflexible entitlement system facing insolvency by 2033. While policy proposals ranging from Value Added Taxes to sovereign wealth funds were debated, participants warned that political gridlock and current IRS reductions will likely delay necessary structural reform until a market crisis forces action. The discussion highlighted a potential erosion of dollar hegemony due to rising borrowing costs and foreign diversification, urging the creation of a bipartisan fiscal commission with enforcement powers to prevent a long-term debt spiral.
- Y Combinator43 min
Aravind Srinivas: Perplexity's Race to Build Agentic Search
Aravind Srinivas, Sami, Akshat, Ravin, Angela
Perplexity AI founder Aravind Srinivasan addresses the company's rapid infrastructure strain and recurring competitive skepticism while detailing the strategic development of "Comet," an AI-powered browser designed to function as a cognitive operating system for complex agentic tasks. Differentiating itself from incumbent tech giants bound by ad-revenue models, the 200-person team leverages AI-driven engineering workflows to iterate quickly, aiming to capture direct transaction revenue through subscriptions rather than competing on traditional search advertising. Srinivasan projects a future where Perplexity maintains market relevance by prioritizing speed and human oversight in distributed systems against inevitable large-scale replication attempts from major competitors.
- Goldman Sachs11 min
The Three Top Equity Market Themes
Goldman Sachs' Lou Miller characterizes the current market as "bulletproof" due to a convergence of supportive tailwinds, including lower-than-expected tariff impacts, a rapid shift in AI optimism affecting 31% of S&P capitalization, and falling yields signaling an impending rate cut cycle. Client strategies are increasingly targeting AI winners, financial deregulation, and specific international exposures in regions like Europe, Japan, and China, while Miller maintains a bullish long-term view on U.S. exceptionalism despite short-term concentration risks. Forward-looking catalysts for this nine-week rally in beta factors include a likely September rate cut and the removal of tariff fears by August, with earnings expected to exceed consensus thanks to pre-build inventory and anticipated margin expansion from AI adoption.