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  1. All-In Podcast31 min

    Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing

    Dave Ricks, Chamath, Jason, Friedberg

    Eli Lilly CEO David Ricks has steered the company to an 860% market capitalization increase and record-breaking Mounjaro sales by leveraging a massive research workforce and aggressive manufacturing expansion to secure global dominance in GLP-1 therapies. While the firm faces capital shortages in the broader biotech sector, it is diversifying its pipeline beyond weight loss to address brain disorders and developing oral formulations to improve accessibility without compromising the high R&D reinvestment model Ricks defends. Personalized by Ricks' own successful treatment, the company balances aggressive clinical innovation with strategic supply chain controls to maintain its competitive edge against emerging international rivals.

  2. a16z59 min

    The Common Thread of All Technology: Monitoring the Situation, Ep.1

    Erik Torenberg, Katherine Boyle, Eddie Lazzarin

    Eric Jackson, Mark Andreessen, and other industry leaders explore how a shared techno-optimist ethos unifies diverse sectors ranging from crypto and defense to consumer hardware, arguing that American innovation culture remains the primary competitive advantage against global rivals. The discussion also addresses critical societal shifts, including the redefinition of medical authority through AI diagnostics, the misaligned incentives driving rising ADHD diagnoses, and the changing role of traditional schooling in an era of hyper-specialized learning. Finally, panelists analyze the fragmentation of internet culture and the evolution of social media platforms like X, emphasizing their function as translation layers that bridge isolated digital subcultures while reshaping public discourse.

  3. All-In Podcast1h 24m

    H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law

    Jason, Jimmy Kimmel, Biden, Dave Friedberg, Chamath Palihapitiya, David Sacks, Nick

    David Sacks and Chamath Palihapitiya discuss a proposed $100,000 fee for H-1B visas intended to eliminate labor arbitrage and systemic abuses in favor of a high-skilled auction model. The dialogue also covers the Trump administration's autism research on folate receptor autoimmunity and controversial links to prenatal acetaminophen use, alongside critiques of emerging political censorship laws in California. Finally, the hosts highlight significant AI infrastructure breakthroughs, including new MIT planning frameworks and German GPU architectures that promise orders-of-magnitude improvements in energy efficiency.

  4. Goldman Sachs23 min

    Will macro fuel more stock gains?

    Dominic Wilson, Josh Schifrin

    Analysts project the Federal Reserve will implement two additional rate cuts by year-end to address labor market risks, targeting a terminal rate near 3% as the economy navigates mixed employment signals and structural uncertainties. This easing cycle, expected to conclude by December 2026, aims to support risk assets and sustain growth while keeping inflation pressures contained amid a bearish outlook for oil and tariff impacts. Despite valuation concerns and skepticism regarding AI capital expenditure sustainability, the prevailing view suggests that resilient fundamentals and policy shifts will maintain upside momentum for the broader market through 2026.

  5. Dwarkesh Patel1h 7m

    Richard Sutton – Father of RL thinks LLMs are a dead end

    Richard Sutton, Dvarkash

    Richard Sutton argues that true intelligence requires Reinforcement Learning systems to actively predict and adapt to a physical world through trial and error, contrasting this with Large Language Models that merely mimic human language patterns without establishing ground truth. He identifies the inevitability of AI succession as a new evolutionary stage, warning that future superintelligences must be engineered with high integrity and pro-social values to survive the risks of external corruption and logical divergence. Ultimately, Sutton contends that the most scalable path forward abandons human-imbued knowledge in favor of self-correcting experience-driven learning across distributed digital agents.

  6. 80,000 Hours1h 7m

    An insider perspective on China and AI, from Biden’s NSA | The Cognitive Revolution

    Biden, Jake Sullivan, Nathan Labenz, Luisa

    Former National Security Advisor Jake Sullivan outlines a framework for US-China relations centered on "intensive management" of AI competition to prevent conflict while rejecting zero-sum outcomes or grand bargains. He emphasizes immediate national security risks, advocating for targeted semiconductor export controls to counter China's civil-military fusion and urging the US to accelerate domestic AI adoption within the military to avoid strategic stagnation. Sullivan dismisses the feasibility of near-term arms control treaties, instead favoring a pragmatic approach that addresses current disruptions like job displacement and misinformation while preparing for potential transformative AI scenarios.

  7. Goldman Sachs10 min

    A Contrarian Call on Europe

    Mark Wilson, Chris Hussey

    Despite a historic six-month equity rally, professional investors maintain a constructive stance with deployed capital levels indicating the market remains unsretched. The event highlights a divergence where European value stocks and small caps outperform US large-cap growth, while specific opportunities arise in Chinese AI and German domestic beneficiaries driven by defense spending. Participants further examine strategies to capitalize on compressed index volatility and persistent single-stock dispersion amidst upcoming inflation data and month-end rebalancing pressures.

  8. The Economist8 min

    How much protein do you really need?

    Alok Jha, Tim Cross

    A recent discussion detailed the physiological role of proteins as primary structural materials while analyzing dietary guidelines that range from the World Health Organization's 0.8 grams per kilogram recommendation to sports science suggestions of up to 1.6 grams per kilogram. The presentation highlighted that excessive protein intake above this threshold offers no additional muscle growth benefits and may pose kidney risks, particularly when derived from saturated fats and processed meats. Instead of prioritizing extreme dietary calculations, experts advised combining consistent strength training with enjoyable exercise routines to ensure long-term health and muscle maintenance.

  9. a16z53 min

    From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki

    Mark Chen, Jakub Pachocki, Anjney Midha, Sarah Wang

    OpenAI researchers Mark and Jakob Sutskever outline a strategic roadmap centered on GPT-5, which aims to mainstream advanced reasoning and automate scientific discovery by merging the capabilities of instant-response and deep-thought models. This approach shifts evaluation metrics from solving static competition problems to generating economically relevant insights and extending autonomous time horizons to several hours through reinforcement learning. The organization distinguishes itself by balancing protected fundamental research teams with product accountability, prioritizing talent that persists through failure to overcome current limitations in coding autonomy and physical robotics.

  10. All-In Podcast29 min

    Eric Schmidt on AI, the Battle with China, and the Future of America

    Eric Schmidt, Chamath, Jason, Friedberg

    Former Google CEO Eric Schmidt outlines a strategic framework where the immediate AI revolution remains underhyped and distinct from the imminent arrival of autonomous agents, while warning that Western nations must counter China's aggressive pivot toward open-weight models and advanced robotics. Schmidt anticipates a future military doctrine defined by millions of AI-driven drones that create high-deterrence stalemates rather than traditional combat, driven by the obsolescence of fixed military infrastructure. Simultaneously, he emphasizes that US geopolitical resilience depends on leveraging domestic capital markets and releasing smaller open-source models to maintain control over handheld device proliferation amidst global demographic declines.

  11. The Economist10 min

    What is the future of the UN?

    Anton La Guardia, Jason Palmer

    Amidst its 80th anniversary and severe funding crises driven by potential US abandonment, the United Nations faces existential threats from eroding border sanctity and budget cuts forcing agencies to reduce spending by up to one-third. While a French-led coalition recently recognized a Palestinian state to offer symbolic momentum, the organization's future remains uncertain as it navigates three divergent scenarios: becoming a rogue entity separated from Washington, decaying into a shrunken but bureaucratic shell, or being reshaped into a transactional tool for American leadership. Ultimately, experts warn that a strategic vacuum left by US withdrawal could allow Russia and China to dominate global diplomacy, despite the independent continuity of technical agencies like the ICAE and IAEA.

  12. a16z1h 0m

    Software Finally Eats Services - Aaron Levie

    Aaron Levie, Erik Torenberg, Steven Sinofsky, Martin Casado

    The event analyzes how AI is accelerating a universal adoption curve that empowers young founders and small teams to achieve unprecedented productivity gains by acting as a turbocharger for domain expertise rather than a replacement for it. Participants debate the implications of Reed Hastings' visa salary proposal and discuss how incumbent corporations face disruption from agile startups leveraging non-deterministic workflows to redefine vertical industries. The discussion concludes that while historical leaders will likely expand, the most significant future value creation will emerge from entirely new categories built by the next generation of AI-native entrepreneurs.

  13. a16z59 min

    Taking Bold Bets: NIH and the Future of Biomedical Science

    Dr. Jay Bhattacharya, Erik Torenberg, Vineeta Agarwala, Jorge Conde

    Secretary Xavier Becerra announced a $50 million federal investment to launch the Autism Data Science Initiative, selecting 13 teams from 250 applicants to address the rising prevalence of autism and the lack of effective therapies. Concurrently, the NIH is implementing comprehensive reforms to resolve the scientific replication crisis, centralize peer review, and prioritize early-career investigators to foster high-risk innovation. These strategic shifts aim to rebuild public trust through transparent communication, integrate AI for capacity augmentation, and tackle chronic diseases while ensuring rigorous, reproducible medical standards.

  14. Y Combinator42 min

    Why Now Is The Best Time To Build In Crypto

    Harj Taggar, Jesse Pollak

    Led by Base founder Jesse Pollock, industry leaders declare a new golden age for crypto building driven by mature infrastructure that has reduced transaction costs to near zero and achieved regulatory clarity through legislation like the Genius Act. This environment enables a shift from legacy financial systems to programmable, censorship-resistant networks where stablecoins facilitate global access and tokenization allows creators to retain ownership of their capital. As a result, Coinbase and Y Combinator are prioritizing technical founders who apply these scalable Layer 2 architectures to solve real-world problems, signaling a surge in high-quality engineering teams ready to integrate AI and financial services over the next 18 months.

  15. Sequoia Capital45 min

    Why Businesses Are Rejecting the AI They’ve Asked For ft Agency CEO Elias Torres

    Elias Torres, Sonya Huang, Pat Grady

    Elias Torres leverages his experience founding Drift and leading HubSpot's platform rebuild to launch Agency, an AI-native company dedicated to automating entire customer workflows rather than merely assisting human agents. The venture targets enterprise clients by challenging the market's demand for perfect AI accuracy, instead promoting a model that delivers broad functionality with 10-30% efficiency gains while relying on fewer than 100 employees to scale operations. Torres aims to build a $1 billion revenue entity by deprogramming businesses from manual dependency and hiring talent driven by grit and hunger over traditional credentials.