Latest Interviews

Opendoor CEO: Building the Amazon for Homes

Kaz Nejatian, Alex Rampell, Erik Torenberg

CEO Kaz Nejatian is steering Opendoor away from its failed inventory-heavy iBuyer model toward a software marketplace aiming to control 10% of housing supply to disrupt traditional agent monopolies through 1% commissions. Following a strategic pivot triggered by the "triple whammy" of Zillow's competition, rising interest rates, and capital pullback, the company now operates in every U.S. market with features like Dallas' seven-day return window to build high-frequency demand. The ultimate vision is to internalize the entire real estate transaction chain by bundling financing and insurance, thereby reducing friction and delivering net value to consumers while avoiding the pitfalls of operating as a low-frequency asset-holding business.

How Donald Trump made the Gaza talks happen

Donald Trump, Jason Palmer, Anshel Pfeffer

Amid unprecedented war fatigue, the Trump administration has deployed a high-level delegation led by Steve Witkoff and Jared Kushner to Sharm El Sheikh to drive an immediate ceasefire between Israel and Hamas. The proposed Phase 1 plan mandates a full halt to hostilities, a partial Israeli withdrawal, and a reciprocal exchange of 48 Israeli hostages for nearly 2,000 Palestinian prisoners to prevent famine and release military reservists. While long-term governance details regarding disarmament and international security forces remain deferred, the U.S. is aggressively enforcing this framework to bypass previous diplomatic failures and secure a permanent end to the conflict.

The Next Bubble Is Already Here - Chamath Palihapitiya

Chamath Palihapitiya, Jason, Friedberg, Nick

Speakers warn that the private equity sector, having grown to $5 trillion through artificial borrowing, faces a structural collapse driven by mismanagement and stagnant distributions as capital migrates toward a new bubble in private credit. To address the dysfunction of traditional IPOs and flawed SPAC structures, the Raptor 2 initiative has secured backing from 98.7% of blue-chip institutional investors to introduce a transparent, performance-aligned model for high-growth companies. Future iterations, Raptor 3, propose a "pre-baked IPO" using pure common stock to eliminate conversion risk and ensure fair pricing for public shareholders.

Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth

Andrew Feldman, Harry Stebbings

Cerebras Systems secured its largest-ever funding round led by Fidelity to accelerate wafer-scale chip manufacturing and expand US data center capacity ahead of a future IPO. The company leverages its unique hardware to address critical memory bandwidth bottlenecks while navigating an unpredictable global market characterized by exponential demand growth and intense talent competition. Despite significant infrastructure challenges and geopolitical headwinds, the firm reports substantial revenue from the UAE and maintains confidence that its technology will drive future productivity gains by reorganizing economic workflows rather than simply replacing existing tools.

The Lawyerly Society vs. The Engineering State: Who Owns the Future?

Dan Wang, Steven

Dan Filgate frames the U.S.-China competition not as a race with a definitive winner, but as a complex synthesis where American strengths in wealth creation and intellectual property must balance against China's engineering-driven capacity for infrastructure and manufacturing. The analysis highlights critical frictions between the U.S. "lawyer culture," which often paralyzes industrial progress through legal hurdles, and China's ability to enforce large-scale goals despite systemic human rights concerns and IP vulnerabilities. Ultimately, the dialogue urges the United States to avoid complacency by adopting more functional industrial policies that prioritize physical production and logistical efficiency rather than rigid legalistic processes.

CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity

Andy Lowery, Joshua Steinman, Molly O'Shea

Epirus and Galvanic founder Joshua Steinman outline a strategic pivot toward countering autonomous drone swarms and industrial cyberattacks by leveraging U.S. dominance in phased array and gallium nitride technologies. Epirus is deploying second-generation Force Field Generators ready for Army testing, while Galvanic deploys AI-driven software to protect critical operational technology infrastructure from pre-positioned state-sponsored malware. Together, these initiatives address a national security imperative by reindustrializing domestic supply chains for high-powered components and automating the detection of physical threats that traditional IT security measures cannot stop.

Joby, Dirac & Allen Control: The Future of Air, AI Factories & Defense Tech

Molly O'Shea, Eric Allison, Filip Aronshtein, Steve Simoni

The Reindustrialize 2024 summit in Detroit highlighted strategic capital infusions and operational expansions by key players such as Joby Aviation, Dirac, and Allen Control Systems to address critical gaps in the American industrial base. Joby Aviation secured further funding and strategic partnerships to advance its FAA-certified eVTOL air taxi program, while Dirac deployed AI-driven software to automate manufacturing instructions and preserve tribal knowledge, and Allen Control Systems raised capital to scale its "Bullfrog" kinetic defense turret for drone warfare. Collectively, these developments reflect a broader industry urgency to reverse offshoring trends, reintegrate vertically controlled supply chains, and deploy domestic manufacturing solutions amidst evolving geopolitical and technological pressures.

Some thoughts on the Sutton interview

Richard Sutton argues that current AI paradigms are inefficient because they rely on finite human data for static training rather than enabling continual, on-the-fly learning like biological systems. In response, the speaker contends that while human data acts as a necessary transitional "fossil fuel," it complements rather than opposes reinforcement learning and already facilitates world-model capabilities. Although Sutton correctly identifies current gaps in sample efficiency, the speaker predicts that while immediate successors remain LLM-based, future architectures will inevitably evolve to satisfy Sutton's vision of autonomous, continuous learning.

Has Mars revealed a new clue about life on its surface?

Dr Katie Stack Morgan, Alok Jha

NASA's Perseverance rover recently identified distinct mineral patterns in Mars' "Chiava Falls" outcrop that the science team voted to classify as potential biosignatures, marking the closest any agency has come to detecting ancient life. While these findings strongly suggest a biological origin due to their specific chemical arrangement, the rover's limitations require the samples to be returned to Earth for definitive analysis. This critical next step relies on the Mars Sample Return program, which currently faces budgetary uncertainty even as scientists describe the discovery as a historic scientific milestone.

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Friedberg, Jason Calacanis, Chamath Palihapitiya, David Sacks

Electronic Arts is being taken private in a historic $55 billion transaction valued at $210 per share, driven by a consortium led by the Saudi Public Investment Fund and Silver Lake. The deal aims to shield the company from gaming gatekeepers like Microsoft and Sony while leveraging AI integration to optimize operations and create independent distribution channels. Concurrent discussions analyze the broader implications for the private equity sector, the strategic shift toward open-source AI models, and the urgent need for federal preemption to avoid a fragmented state-by-state regulatory landscape.

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.

Hidden Volatility

Brian Garrett, Chris Hussey

Despite a S&P 500 rally driven by retail call-option activity that has inverted standard volatility skew, market strategists are utilizing inverted skew arbitrage and protective put strategies to navigate heightened single-stock risks amid potential government shutdown impacts. Although the October "boogeyman" is historically muted outside of major crises, the concentration of mega-cap tech names and upcoming AI catalysts are expected to be the primary drivers of volatility. With immediate shutdown concerns already factored into a modest market gain, attention is shifting toward Federal Reserve minutes and the delayed Non-Farm Payrolls report to guide the near-term economic outlook.

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.

AI-engineered diseases are coming. Here's the plan to stop them. | Andrew Snyder-Beattie

Andrew Snyder-Beattie, Rob Wiblin

This initiative addresses existential biological threats posed by active state programs and AI-accelerated weaponization by deploying a "Four Pillar" defense strategy designed to reduce extinction risks by 50% within 2.5 years. Open Philanthropy leads this effort by scaling the production of durable respirators, implementing pathogen-free environments, establishing wastewater-based early detection, and accelerating the creation of universal medical countermeasures. The program aims to bridge the current offense-defense gap through rapid resource allocation, seeking to protect global populations from catastrophic pathogens like mirror bacteria before misaligned AI systems can exploit biological vulnerabilities.

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.