Latest Interviews
Showing 1–10 of 10 transcripts.
Clear all filters- RAISE Summit18 min
Mike Mattacola, CBO of CoreWeave: Building the Next Generation of Cloud in Europe
CoreWeave announced an all-stock acquisition of Core Scientific to secure over 1.3 gigawatts of U.S. power capacity, while its revenue surged from $15.8 million to nearly $2 billion driven by strategic partnerships with major AI firms like Mistral and NVIDIA. The company is aggressively expanding European infrastructure with €1 billion in investments across six data centers and a seventh pipeline, utilizing a global supply chain strategy to mitigate local capital and talent shortages. Looking ahead, CoreWeave aims to lead industry consolidation by focusing on rapid capacity deployment and talent acquisition rather than active mergers, positioning its Blackwell and future Rubin hardware to support the next generation of high-performance computing.
- RAISE Summit18 min
CoreWeave @ RAISE 2025: Building the Next Generation of Cloud in Europe
CoreWeave announced a strategic all-stock acquisition of Core Scientific to secure 1.3 gigawatts of U.S. power capacity, a move designed to accelerate AI cluster deployment and eliminate intermediary costs. Following its rapid pivot from crypto to artificial intelligence, the company recently completed an innovative IPO and is aggressively expanding its European footprint with $2.2 billion in committed capital and plans to deploy next-generation Blackwell and Rubin Next architectures. This growth trajectory positions CoreWeave to address global power bottlenecks while advising the market that future consolidation will be driven primarily by talent migration rather than traditional mergers.
- Sequoia Capital37 min
Making AI accessible with Andrej Karpathy and Stephanie Zhan
Andrej Karpathy, Stephanie Zhan, Brian Halligan, Alex, Sam, Peter, Michael
Andrej Karpathy outlines a future where the Large Language Model serves as a central CPU for a new "LLM OS," treating text, images, and audio as interchangeable peripherals within a decentralized startup ecosystem. He emphasizes that while massive scale drives current capabilities, the industry must overcome significant engineering and energy inefficiency barriers by adopting new hardware architectures and shifting from imitation learning toward self-correcting reinforcement loops. Drawing on lessons from Elon Musk’s management style, Karpathy advises founders to prioritize high-performance products, maintain technical rigor against organizational bloat, and foster a "coral reef" of vertical-specific applications rather than relying on monolithic corporate dominance.
- Y Combinator18 min
How To NOT Get Screwed As A Software Engineer
This discussion identifies systemic equity imbalances and decision-making exclusion that frequently exploit technical co-founders, lead engineers, and early employees in startup environments. The speakers provide a diagnostic framework to distinguish between healthy risk-reward trade-offs and exploitative "bad patterns," such as the 90/10 founder split or the marginalization of technical staff from strategic planning. By advocating for direct negotiation of ownership and shared accountability, the presentation empowers technical professionals to align their compensation and influence with the actual value of their contributions.
- Y Combinator12 min
The Secret That Silicon Valley's Top Investors All Share
Top-tier venture capital firms frequently contradict their public criticism of the Y Combinator program by deploying significant capital into its portfolio, a behavior driven by YC's role as an efficient pre-selection filter that solves the sourcing and validation problems inherent in early-stage investing. Despite claims of preferring to "farm their own" deals, investors like Andreessen Horowitz and Sequoia Capital rely on the accelerator to transform thousands of applications into viable, data-rich companies while navigating operational constraints that limit their ability to source raw deals directly. This dynamic creates friction as investors complain about YC's parallel meeting models and inflated post-Demo Day valuations, yet ultimately prioritize these firms' actual investment patterns over their vocal marketing narratives when evaluating market reality.
- Y Combinator1 min
How do you structure your schedule to be most productive?
Michael discusses the cognitive friction inherent in the "manager's schedule," where fragmented hour-long meeting blocks disrupt the deep focus required for complex programming tasks. He contrasts this with the "maker's schedule," which utilizes large, uninterrupted time blocks to preserve mental context and enhance efficiency for high-level cognitive work. This distinction was highlighted during a conversation with Emmett, who emphasized the severe disruption caused by interruptions, confirming that routine administrative duties cannot be effectively performed alongside complex problem-solving.
- Goldman Sachs11 min
Talks at GS – Julia Steyn: Car Sharing and the Future of Auto
GM is pivoting from a traditional manufacturing model to a service-oriented strategy through its Maven brand, which targets younger urban demographics with integrated car-sharing and rideshare solutions. CEO Mary Barra oversees this multi-billion dollar investment in artificial intelligence, autonomous technology, and electric vehicles to address the mismatch between slow automotive engineering cycles and rapid consumer tech adoption. The initiative aims to secure lifetime customer value by adapting to shifting urban habits while acknowledging that personal vehicle ownership will persist in rural markets.
- Milken Institute57 min
Common Sense from Uncommon Investors
Sarah, Mark, Kyle, Mitch, Michael
Managers from Causeway, Crescent, Hamana, and Canyon Capital analyze how passive investing strategies and post-2008 regulations have created significant pricing inefficiencies in cyclical equities, sovereign debt, and the shadow banking sector. Experts including Sarah of Causeway, Mark of Crescent, Kyle of Hamana, and Mitch of Canyon highlight specific structural risks in China's banking system and argue that volatility offers active managers opportunities to exploit mispriced assets while avoiding the "risk-free" illusion of state-backed debt. To capitalize on these anomalies, these firms prioritize hiring individuals who combine fundamental insight with complex capital structuring skills to navigate a fragile macroeconomic environment where traditional balance sheets are contracting.
- Milken Institute1h 1m
Credit Markets: What's Next?
Mike Milken, Rich Byrne, David Warren, Tom, Steve, Michael
Regulatory constraints have forced banks to retreat from middle-market lending, creating a liquidity vacuum now filled by alternative capital providers such as Business Development Companies and institutional investors actively engaging in bespoke direct origination. This structural shift compels pension funds and credit managers to abandon passive index strategies in favor of deep fundamental analysis and flexible capital deployment across complex assets like legacy CMBS and emerging market debt to achieve realistic returns. By acting as both lenders and equity partners in distressed or restructuring scenarios, these active managers are capitalizing on a sustained "golden era" of institutional credit investment driven by regulatory disintermediation.
- Milken Institute59 min
Why Tomorrow Won't Look Like Today: Things that Will Blow Your Mind
Eric Anderson, John Kelly, Eric David, Richard, Michael, Dr. John Kelly III
Representatives from Planetary Resources, Organovo, and IBM outlined a synergistic future where autonomous asteroid mining provides raw materials, 3D bioprinting creates regenerative medical tissues, and cognitive computing manages the data complexity of both sectors. The panel highlighted specific milestones, including near-term propellant depot launches in 2016, commercial drug-testing liver models, and AI systems designed to personalize cancer treatments. Validated by major investors like Larry Page and Richard Branson, these converging technologies aim to fundamentally transform global resource availability, healthcare outcomes, and the economics of deep-space exploration.