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  1. Goldman Sachs8 min

    How Companies Are Accelerating the Transition to Clean Energy

    Jessica Katz, Liz

    Driven by the International Energy Association's 2050 net-zero targets, the global energy transition prioritizes investment in hydrogen, solar, and battery storage while navigating significant infrastructure and cost challenges. Market analysis identifies hydrogen for heavy-duty trucking and solar utility sectors as primary growth vectors, yet advises investors to bypass commoditized manufacturing in favor of high-barrier storage, transportation, and engineering services. Despite rapid cost reductions in solar and battery technologies, the sector remains in its early stages, requiring careful evaluation of emerging carbon capture methods to meet the substantial gigaton-scale emissions reduction goals.

  2. All-In Podcast1h 36m

    E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more

    Calacanis, Friedberg, Bezos, Buffett, Chamath Palihapitiya

    On the Monday of the FDA approval of Biogen's Aducanumab, three advisory panel members resigned unanimously against the decision as the panel discussed the drug's modest efficacy, its $55,000 annual price point, and the structural incentives for physician prescribing. Concurrently, the discourse expanded to include Jeff Bezos's July 2021 suborbital flight plan, the strategic implications of private space dominance against geopolitical rivals, and the divergent remote work mandates adopted by major tech corporations. Finally, the dialogue examined the socioeconomic fallout from leaked IRS data revealing billionaires paying zero federal income tax, the cultural toxicity observed at the Bitcoin Miami conference, and the proposed need for policy reforms to address housing, healthcare, and education.

  3. Goldman Sachs15 min

    Alan Taylor, Two-Time Pulitzer-Prize-Winning Historian and Professor

    Alan Taylor, Tim O'Neill

    Tracing the early nation's trajectory from a fragile 1783 "peace pact" to a centralized power, the event details how pragmatic leaders like Jefferson and Polk expanded federal authority through the Louisiana Purchase and the annexation of Texas despite ideological contradictions. This expansionist drive, coupled with the Mexican-American War's acquisition of vast western territories, transformed the United States into a continental power while simultaneously intensifying sectional tensions over slavery. Ultimately, these territorial gains created the specific "bone of contention" that historian Alan Taylor identifies as the primary catalyst for the Civil War fracture.

  4. Milken Institute1h 30m

    California: The Post-COVID Future of Work

    Jackie Botts, Sarah Bohn, Rob Lapsley, David Lesher, Matt Horton, Aleida Ramirez, Lorena Gonzalez

    Co-hosted by CalMatters and the Milken Institute's California Center, this panel examined how California's post-pandemic economic recovery is exacerbating racial and income inequalities despite a $75.7 billion budget surplus. Moderator Jackie Botts facilitated discussions among policymakers like Assemblymember Lorena Gonzalez, who advocated for treating child care as public infrastructure, reforming the EDD to prevent fraud, and prioritizing trade apprenticeships over traditional college degrees. The event concluded with a consensus on structural reforms for 2030, including unionized service-sector wages, expanded safety nets, and legislative changes to support remote work and essential workers who cannot telecommute.

  5. Goldman Sachs13 min

    The Daily Check-In: China’s Path to Carbon Neutral: Addressing the Upstream

    Trina Chen, Liz

    China is accelerating its carbon decarbonization strategy by launching an updated national "Carbon Act" and activating an Emissions Trading System to cover over 2,000 power generators, targeting upstream industries that collectively account for 10% of global emissions. While sectors like steel, cement, aluminum, and chemicals face unique hurdles from process-based emissions and the economic strain of retiring 15 trillion yuan in coal assets, major producers such as Baosteel and Anhui Conch are already piloting advanced low-carbon technologies to meet projected 2027 emission peaks. The government anticipates a 2030 emissions intensity reduction of over 30% through renewable integration and efficiency upgrades, with post-2030 net-zero success dependent on scaling unproven innovations like hydrogen, carbon capture, and grid modernization to transition away from coal.

  6. All-In Podcast1h 8m

    E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood

    Calacanis, Friedberg, Sacks, Brian Armstrong, Biden, Chamath Palihapitiya

    Hosts Jason Calacanis, David Friedberg, Chamath Palihapitiya, Rain Man, and David Sacks convened to discuss the geopolitical implications of the Wuhan lab leak theory and the strategic necessity of decoupling US pharmaceutical manufacturing from China. The group analyzed the fragmentation of the global internet, the erosion of traditional media through direct-to-consumer models, and the emergence of biotech breakthroughs like KRAS-targeting therapies and CAR-T treatments. Concurrently, the episode outlined a shifting fiscal landscape marked by rising national debt, aggressive tax reforms, and the consolidation of media assets by Big Tech as traditional telcos retreat to infrastructure roles.

  7. a16z13 min

    Why DAOs Matter for Digital Art

    pplpleasr, People Pleaser

    Digital artist People Pleaser transitioned from traditional animation to the cryptocurrency sector, generating a 310 ETH sale for her Uniswap v3 teaser that catalyzed the creation of Pleaser DAO. Led by co-founder Layton Cusack of Pool Together, this decentralized organization functions as a collective patron for DeFi artists while prioritizing charitable donations and innovative financial mechanisms like NFT fractionalization. Building on this mission, Pleaser immediately launched a follow-up NFT titled "Apes Together Strong," which funds autism advocacy and further explores the integration of animation, community governance, and DeFi lending protocols.

  8. a16z21 min

    Social Tokens for Creators Explained

    Chris Dixon, Kevin Chou, Ariana

    Rally is an Ethereum-based open network that enables approximately 120 creators, including bands like Portugal. The Man, to tokenize their identities using a cohesive economy of fungible and non-fungible tokens. By prioritizing decentralized governance and simplified "template" tools, the platform allows communities of 1,000 to 10,000 fans to transition from passive consumption to active economic participation through social tokens. This infrastructure supports diverse use cases ranging from virtual concert access and peer-to-peer gaming assets to community-governed artist funds, all driven by a native token that accrues value through network effects rather than traditional corporate revenue.

  9. a16z21 min

    NBA Top Shot and the Flow Blockchain

    Dieter Shirley, Dan Boneh

    Founded by Dapper Labs co-founder Dieter Shirley, the Flow blockchain was engineered to solve the scalability and usability barriers that limited consumer adoption on Ethereum, specifically by enabling frictionless onboarding for mass-market applications. This architecture successfully powered the launch of NBA Top Shot, a flagship platform that integrates iconic NBA moments as limited-edition NFTs while prioritizing seamless fiat integration and non-custodial user experiences over immediate interoperability. Despite facing ongoing challenges regarding ecosystem fragmentation and long-term standardization, Flow continues to focus on sustainable, utility-driven consumer assets rather than speculative trading.

  10. Milken Institute1h 2m

    The Future of Everything: How Technology is Changing the World

    Staci Warden, Michael Milken, Rajeev Misra, Drhuv Saxena, Yakir Gola

    Hosted by Stacey Worden, this session features Milken Institute Chairman Mike Milken alongside SoftBank CEO Rajiv Misra and CEOs Drew Saxena and Yakir Gola to analyze how the pandemic accelerated global technological transformation in supply chains, healthcare, and finance. The discussion details significant operational shifts, such as ShipBob's infrastructure for small e-commerce businesses and GoPuff's micro-fulfillment network, while highlighting how reduced costs of capital and AI integration are lowering barriers for new market entrants. Panelists conclude that digital adoption and remote work trends are permanent, creating enduring value in life sciences and human capital despite emerging supply chain congestion.

  11. a16z21 min

    NFTs and the Creator Economy

    Kayvon Tehranian, Ariana

    Foundation, a decentralized platform on the Ethereum blockchain, recently facilitated $60 million in artist sales and $250 million in bids by enabling non-custodial NFT minting and transparent global auctions. The event highlighted transformative market shifts through high-profile milestones, such as the $7.5 million Snowden collaborative auction won by a DAO and significant earnings for creators like Raphael Rosendahl and Ethiopian artist collectives. By leveraging immutable on-chain provenance and royalty standards, the platform is establishing a new ecosystem where creators bypass traditional gatekeepers while fostering collective investment and cross-platform interoperability.

  12. Goldman Sachs22 min

    Dr. Dambisa Moyo, Economist and Author of "How Boards Work"

    Dr. Dambisa Moyo, John Waldron

    Dr. Dambisa Moyo warns that the global economy faces a precarious rebound rather than a true recovery, driven by structural threats such as human capital shortages, inequality, and a credibility crisis for the Western capitalist model compared to China's strategic approach. To address these challenges, she proposes radical governance reforms inspired by Singapore, including extended public terms with performance-based penalties, alongside a shift toward data-driven investment in infrastructure and social outcomes by institutional asset owners. Her advocacy further emphasizes that diverse leadership and initiatives like the "One Million Black Women" program are essential to unlocking capital access and correcting the market failures that currently threaten long-term growth.

  13. All-In Podcast1h 23m

    E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more

    Elon, Chamath, Calacanis, Friedberg, Jason, Stanley Druckenmiller, David Sacks

    David Sacks detailed Elon Musk's culturally impactful *SNL* appearance and a viral monologue joke, while also criticizing CDC guidance on outdoor transmission and alleging political collusion with teachers' unions. Macroeconomic analysts Stanley Druckenmiller and Sacks condemned federal overstimulation and California's misallocated surpluses as drivers of inflation and labor shortages. The conversation further explored a potential "Netscape moment" for synthetic biology, highlighting breakthroughs in stem cell therapy and nitrogen-fixing microbes alongside critiques of traditional media's declining influence.

  14. Goldman Sachs29 min

    John F. Crowley, Chairman and CEO of Amicus Therapeutics

    John F. Crowley, Jerry

    Amicus Therapeutics Chairman John F. Crowley leveraged his military background and personal family history with Pompe disease to guide the company through a strategic pivot that led to FDA-aligned pivotal trials for its candidate ATGAA. The therapy demonstrates significant clinical benefits in muscle strength and respiratory function, positioning the firm for a global launch to treat this underserved patient population. Building on lessons from the COVID-19 pandemic, Amicus aims to expand its portfolio of rare disease treatments by replicating the accelerated collaboration and regulatory agility established during that crisis.

  15. Goldman Sachs16 min

    Mary Dillon, CEO of Ulta Beauty

    Mary Dillon, David

    Under the leadership of Mary Dillon, Ulta Beauty transformed its market strategy to prioritize multi-ethnic demographics and a hybrid retail model, resulting in a tripling of market capitalization and over 1,200 store locations by 2024. The company has advanced its sustainability goals through the "Conscious Beauty" platform and launched a strategic partnership with Target to establish 100 exclusive shops while maintaining an aggressive expansion in suburban real estate. As Dillon transitions to Executive Chair, she hands the CEO role to Dave Kimball, who will continue to drive innovation and authentic representation to capitalize on the brand's evolving loyalty ecosystem.