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  1. Y Combinator35 min

    François Chollet: How We Get To AGI

    François Chollet

    Recent analysis of the Abstraction Reasoning Corpus series reveals that while standard pre-training scaling fails at fluid intelligence, Test-Time Adaptation enables models to dynamically solve novel problems, though current systems still lag significantly behind human performance on the 2025 ARC-2 benchmark. To bridge this gap, the field is adopting the Kaleidoscope Hypothesis, which posits that future architectures must integrate continuous intuition with discrete programmatic reasoning to achieve true compositional generalization. This shift drives the development of endia-like meta-learners capable of synthesizing custom code and maintaining a dynamic library of abstractions, with the explicit goal of accelerating independent scientific discovery by early 2026.

  2. Sourcery with Molly O'Shea1h 12m

    Why a16z Bet $15 Million on THIS Controversial Startup

    Bryan Kim, Roy Lee, Molly O'Shea

    Brian Kim secured a $15 million investment in Cluely by leveraging a "momentum as a moat" strategy that prioritizes velocity and personal rapport over traditional fundraising pitches. His investment thesis for the AI era emphasizes rapid scaling and efficiency, as evidenced by his high-velocity deals with 11 Labs and Function Health while navigating regulatory headwinds regarding deepfakes. Kim argues that the current technology landscape requires building "in the plane as it falls," with companies achieving profitability through smaller teams and massive growth trajectories.

  3. Milken Institute1h 0m

    Green or Gray: What's Next for Transportation? | Global Conference 2025

    Susan Li, Adam Goldstein, Nina Hachigian, Alex Israel, Mark Morelli, Will Thompson

    Industry leaders including Mark Morelli of Circle K and Will Thompson of Barclays convened to analyze the severe financial and operational headwinds facing the U.S. mobility sector, such as projected tariff losses for Ford and GM and a critical $400 billion grid infrastructure gap. The panel debated divergent paths forward, ranging from China's state-subsidized pricing advantages to the necessity of multi-fuel strategies and a "technological war" for AI dominance in defense and electric vehicle manufacturing. While consensus emerged that autonomous fleet deployment and EV charging profitability will likely materialize within two to three years, stakeholders uniformly dismissed the 2035 total electrification mandate as unrealistic given current fleet turnover rates and transmission constraints.

  4. Goldman Sachs19 min

    Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

    Daan Struyven, Alison Nathan

    Goldman Sachs forecasts a divergent commodity outlook for the second half of the year, projecting oil prices to decline $10 per barrel amidst global supply surpluses while anticipating gold to reach $4,000 per ounce driven by record central bank accumulation. The firm identifies significant upside for U.S. copper due to imminent tariff-induced supply tightness and rising defense-related demand, contrasting sharply with a structural peak in Chinese oil consumption. These macro trends position fiscal spending and energy diversification as primary drivers, favoring industrial metals over traditional energy assets despite recent geopolitical volatility.

  5. Milken Institute1h 0m

    The Global Landscape and Opportunities for Medical Breakthroughs | Global Conference 2025

    Usha Lee McFarling, Jay Bradner, Doug Drysdale, Neil Kumar, Alice Pomponio, Grant Verstandig

    Biomedicine leaders from BridgeBio, Amgen, and Zephyr AI outlined a strategy to accelerate the industry from discovery to commercialization by leveraging precision diagnostics, population-scale genetics, and AI-driven protein folding to overcome the "valley of death." While startups like Saiban pioneer high-efficacy mental health treatments and the American Cancer Society launches "BrightEdge" to blend venture capital with donor funds, panelists warned that eroding NIH funding threatens this innovation ecosystem. The discussion emphasized that sustaining global competitiveness requires public-private partnerships to fund basic research and expand diverse genomic databases beyond Western populations.

  6. Y Combinator44 min

    Fei-Fei Li: Spatial Intelligence is the Next Frontier in AI

    Fei-Fei Li, Diana, Alex, Karl, Yashna, Annie

    Dr. Fei-Fei Li, founder and CEO of World Labs, leads a team of renowned technologists to develop spatial intelligence and 3D "world models" as the essential pathway to achieving Artificial General Intelligence. The venture addresses the unique mathematical and physical complexities of reconstructing and generating the three-dimensional world, distinguishing its approach from current language-centric large language models. By combining rigorous data quality standards with a focus on fundamental, interdisciplinary research, the company aims to power next-generation applications ranging from the metaverse to advanced scientific discovery.

  7. Sequoia Capital1h 0m

    Why Voice Will Be the Fundamental Interface for Tech ft ElevenLabs’ Mati Staniszewski

    Mati Staniszewski, Pat Grady

    Founded in late 2021 by co-founders Piotr and Maddie Staniszewski, ElevenLabs distinguishes itself through a specialized architecture that predicts acoustic output to capture nuanced emotion and tone. The remote company leverages a global team of research engineers and specialized voice coaches to deliver high-fidelity speech synthesis used in healthcare, customer support, and interactive education platforms like Chess.com. With a strategic focus on achieving human-level interaction by 2025, the firm prioritizes low-latency infrastructure and proactive safety measures to enable universal translation and ambient computing.

  8. Milken Institute1h 2m

    The New Age of Private Equity | Global Conference 2025

    Dan Primack, Per Franzén, David Gross, Julia Kahr, Pete Stavros, Eric Wilmes

    Leading global investors including GIC, Bain Capital, and EQT discussed a market defined by regional divergence, where US activity paused due to policy uncertainty while European and Asian deals accelerated. Panelists characterized the current environment as a buyer-seller dislocation rather than a collapse, highlighting the strategic shift toward AI integration, continuation funds, and diversified platforms to navigate valuation misalignments. Despite macroeconomic headwinds like potential tariffs and tax policy changes, the consensus views the present low activity as a strategic buying opportunity supported by record dry powder and resilient portfolio fundamentals.

  9. Y Combinator1 min

    AI for Scientific Discovery

    Sam Altman

    The speaker forecasts the emergence of unimaginable super intelligence within a 10-to-20-year horizon, positioning artificial intelligence for science as the primary catalyst for this trajectory. This technological acceleration is expected to fundamentally drive long-term economic growth and human well-being by rapidly increasing the rate of new scientific discovery. Such breakthroughs, combined with reasonably effective global governance, will compound to produce incredible increases and wonders for the world's population.

  10. All-In Podcast11 min

    David Friedberg Reacts to Zohran Mamdani’s NYC Mayoral Run

    David Friedberg, Zohran Mamdani, Chamath, Jason, Nick, Sax

    Assemblyman Zoryn Mamdani defeated former Governor Andrew Cuomo to secure the New York Democratic nomination, capitalizing on a 39-point margin among college-educated voters. Mamdani's victory platform centers on aggressive socialist policies, including a $30 minimum wage, police defunding, and free public transit, driven by a demographic shift caused by $1.5 trillion in student debt. While analysts project this trend will reshape the national political landscape toward socialism, critics warn of economic collapse and capital flight similar to the "doom spirals" observed in San Francisco and Los Angeles.

  11. Milken Institute1h 1m

    Author Susan Morrison, "Lorne: The Man Who Invented Saturday Night Live" | Global Conference 2025

    Susan Morrison, Lorne, Laraine Newman

    Susan Morrison's biography *Saturday Night* chronicles Lorne Michaels' decade-long evolution of *Saturday Night Live* from a conservative variety show into a global franchise that balances alternative comedy with broad national appeal. The narrative highlights how Michaels' management philosophy evolved from personal trauma-induced non-confrontation to a "sports franchise" model, emphasizing operational flexibility, mentorship strategies like *Weekend Update* for new talent, and a strict hierarchy to manage host egos during the high-pressure final dress rehearsal. This deep dive into Michaels' "friendship economy" and adaptive leadership explains the show's thirty-plus year longevity and its successful international licensing, which requires navigating diverse cultural standards while maintaining the show's core identity.

  12. All-In Podcast1h 48m

    12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

    Zohran Mamdani, Andrew Cuomo, Chamath, Jason, Friedberg

    Mark Ruto's private launch of the All-in Tequila, featuring poker-chip-inspired packaging and barrels aged in American oak, coincided with a deep dive into President Trump's "Operation Midnight Hammer" against Iran's nuclear sites and the surprising primary victory of socialist candidate Zoran Mamdani in the New York mayoral race. The discussion further examined Federal Reserve interest rate debates amid record NASDAQ highs, legal rulings establishing that AI pre-training on copyrighted text constitutes legal fair use, and breakthrough research from China demonstrating significant age reversal in monkeys via FOXO3 gene expression.

  13. Milken Institute56 min

    Aging Societies: Opportunities amid Challenges | Global Conference 2025

    Maneet Ahuja, Cynthia Hardy Maasry, Ted Koenig, Timothy Lyne, Andrew Milgram, Cynthia Masry, Tim Line

    Panelists Andrew Milgram, Ted Koenig, and Tim Line characterize the current economic landscape as a technical recession driven by tariff uncertainty and wage compression, resulting in middle-market EBITDA margins near 5-6% and bankruptcy filings at 14-year highs. The institutional focus is shifting as non-bank lenders now execute 90% of leveraged finance while private equity capital flows toward private credit to navigate declining deal valuations and extended hold periods. Experts forecast a tepid 2025 followed by a recovery in 2026 and 2027, with lenders increasingly prepared to act as permanent owners of distressed assets through robust restructuring capabilities.

  14. Sourcery with Molly O'Shea51 min

    How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders

    Jack Altman, Molly O'Shea, Sam Altman

    Jack Altman details Alt Capital's pivot to early-stage AI applications while debating the validity of Mark Andreessen's "barbell" venture capital strategy against his observation that trust and fit remain paramount for Series A-C founders. He forecasts a transformative 2025 landscape where AI displaces white-collar labor to unlock productivity, necessitating massive infrastructure investments in nuclear energy to overcome power constraints for AGI and robotics. Despite the volatile market valuations and deepfake security risks, Altman maintains confidence in the sector's trajectory, leveraging his podcast "Sorcery" to gather insights from founders who operate closer to technological realities than traditional VCs.

  15. a16z23 min

    How AI Will Impact Emergency Response: The Tech That Could Soon Save Your Life w/ Michael Chime

    Michael Chime, Kimberly Tan

    Prepared is an AI assistant platform currently deployed across 6,000 US 911 centers that automates non-emergency workflows and augments emergency response with real-time transcription, translation, and quality assurance. Founded by an industry veteran who recognized critical infrastructure gaps in legacy dispatch systems, the company has scaled to process over 20 million calls annually after securing $130 million in Series C funding. By offloading mundane tasks and filling capability gaps such as language barriers, the system allows operators to function more like air traffic controllers while maintaining strict data privacy compliance.