Latest Interviews
Showing 181–195 of 607 transcripts.
Clear all filters- The Economist26 min
Milei’s way: Argentina’s president, a year on
Milei, Celeste Caeiro, Rosie Bloor, Kinley Salmon, Marie Zegger, Lisa Honsinger, Anne Rowe
Argentina's President Javier Milei has halved default risk and slashed monthly inflation from 13% to 3% through radical fiscal contraction and the removal of central bank deficit financing, despite pushing poverty rates to 53%. Concurrently, a UN treaty involving 180 nations and major corporations like Coca-Cola aims to bind global plastic production to stricter recycling mandates and biodegradable alternatives, a move supported by startups like Notpla to address the 500 million tonnes of annual waste. The upcoming implementation of this treaty follows the 50th anniversary of Portugal's Carnation Revolution, a non-violent 1974 coup symbolized by worker Celeste Sairu that toppled a 40-year dictatorship.
- Y Combinator33 min
How To Start A Dev Tools Company | Startup School
Drawing on Y Combinator's extensive portfolio of companies like GitLab and Stripe, this analysis outlines that successful DevTools founders must be technical builders who validate ideas through rapid prototyping and direct developer engagement. The presentation emphasizes a bottom-up sales strategy where founders personally sell to technical buyers, prioritizing usage-based monetization and open-source trust-building over traditional marketing. Furthermore, it identifies key pitfalls such as premature hiring and non-technical leadership, advocating instead for a founder-led approach until the product reaches approximately $1 million in annual recurring revenue.
- The Economist20 min
Legally bombed: Trump cases dropped
Trump, Rosie Bloor, Adam O'Neill, Dina Musa, Andrew Palmer
Special Counsel Jack Smith moved to dismiss two federal cases against former President Donald Trump, citing presidential immunity and the constitutional policy barring the prosecution of sitting presidents, while Trump simultaneously declared a 25% tariff on Canadian and Mexican imports. Concurrently, a New York court found Trump guilty on all 34 felony counts regarding hush money payments, though sentencing was indefinitely postponed to prevent the conviction of an active president. Legal analysts note that while these federal cases can be refiled depending on future political control, Trump and his allies view the dismissals as a definitive victory against politically motivated prosecutions.
- Y Combinator23 min
Twitter vs. X: Product Lessons For Startup Founders
The presentation critiques the trend of optimizing social platforms for singular engagement metrics, arguing that this strategy degrades user satisfaction by creating "engagement farms" filled with low-quality content. Using Twitter's transformation under Elon Musk as a primary case study, the analysis highlights how shifting from a chronological feed to an algorithmic model has diluted content quality, confused verification systems, and likely reduced advertising revenue despite boosting raw usage time. Ultimately, the speaker advises product leaders to define clear "good states" for users and resist growth-at-all-costs pressures to ensure long-term retention and genuine value.
- The Economist16 min
How AI is revolutionising science
Bear, Andy Davis, Alex Zarankov, Emily Shuckborough, Adi Rakhoum, Andy Cooper, Alok Jha
Generative AI is revolutionizing scientific discovery by accelerating drug development, exemplified by Insilico Medicine's rapid creation of an IPF treatment, while simultaneously advancing climate modeling and animal communication research through sophisticated pattern recognition. Autonomous robotic labs and tools like AlphaFold are further democratizing innovation by processing vast datasets and conducting thousands of experiments, though this surge in capability has triggered significant concerns regarding research integrity and AI-generated fraud. As investment flows into these multidisciplinary fields, the industry faces critical challenges in establishing robust data standards and regulations to ensure these tools achieve the projected "golden age" of discovery without compromising scientific validity.
- The Economist25 min
Up and atom: can Trump stop Iranian nukes?
Trump, Rosie Bloor, Greg Kallstrom, Jason Chow, Avantika Chirkotty
Geopolitical tensions regarding Iran's nuclear program have intensified as its enriched uranium stockpile reaches 6,000 kilograms while a potential second Trump administration prepares to reimpose "maximum pressure" sanctions aimed at regime change or a new comprehensive agreement. Simultaneously, China confronts a demographic collapse with a fertility rate of 1.1 by enforcing aggressive pro-natalist policies that link housing loans and taxes to family size, marking a stark return to state-controlled reproduction. In the commercial sector, the $400 billion global sportswear market is undergoing significant disruption as Nike and Adidas lose ground to agile competitors like On and Hoka, who capitalize on low entry barriers and a shifting consumer preference for performance footwear over lifestyle brands.
- The Economist21 min
Rio brand: why Brazil is courting China
Jason Palmer, Rosie Bloor, Ana Lankes, Natasha Loder, James Francham
At the G20 summit in Rio de Janeiro, Brazilian President Luiz Inácio Lula da Silva criticized neoliberal globalization and proposed reforming international institutions while Brazil pivots economically and strategically toward China to offset tensions with an anticipated Trump administration. Concurrently, a Guy Foundation report warns that space travel induces accelerated aging by damaging astronaut mitochondria, suggesting that deep-space colonization may eventually require genetic engineering to overcome biological barriers. Finally, the United Kingdom's telecommunications infrastructure has deteriorated to rank among the worst in the developed world due to regulatory setbacks, insufficient investment, and planning restrictions, prompting a controversial proposed merger between Vodafone and 3 to alleviate capacity constraints.
- The Economist25 min
The long game: how will US missiles help Ukraine?
Rosie Bloor, Shashank Joshi, Simon Rabinovich, Benjamin Sutherland
The Biden administration authorized Ukraine to employ US-supplied ATACMS missiles within Russian territory, a strategic move designed to counter North Korean troop deployments in Kursk and bolster Kyiv's position ahead of President Trump's inauguration. Concurrently, divergent Western diplomatic approaches have emerged, with German Chancellor Olaf Scholz breaking his silence to call Vladimir Putin despite criticism from Kyiv and Warsaw. In domestic affairs, President-elect Trump's "Trumponomics" platform promises aggressive tax cuts, deregulation, and high tariffs, creating immediate market rallies while economists warn of long-term inflation and labor shortages. Finally, airship technology is experiencing a resurgence driven by fuel efficiency and cargo capacity, with commercial demonstrations expected soon to address logistical bottlenecks where speed is secondary to cost.
- The Economist25 min
Needs Musk: Donald Trump’s new appointments
Musk, Donald Trump, Rosie Bloor, John Priddo, Matt Steinglass, Leo Morani
The Trump administration appointed Elon Musk and Vivek Ramaswamy to lead a new commission for government efficiency while filling key national security and State Department roles with figures aligned to a hardline agenda. Concurrently, European agricultural sectors face intensifying labor shortages due to migration policy shifts, forcing nations like the Netherlands to balance reliance on migrant workers against rising exploitation and regulatory reforms. In India, a trend of "nominal inflation" sees officials appending lengthy ideological titles to public spaces and programs, a practice critics argue creates bureaucratic burdens and reflects a fundamental unseriousness toward modernization.
- Goldman Sachs18 min
What Trump’s policies could mean for the Fed
Trump, Rob Kaplan, Alison Nathan
In a November 11, 2024 discussion, former Dallas Fed President Rob Kaplan and Goldman Sachs' Alison Nathan evaluate the Federal Reserve's successful "soft landing" execution while highlighting significant purchasing power erosion for the lower 65 million workers. Kaplan predicts distinct regulatory shifts under the new administration and warns that structural factors like labor contraction and potential deregulation will complicate future inflation and growth trajectories. Consequently, he advises markets to treat the anticipated December rate cut as a conditional "game-time decision" pending clearer data on labor dynamics and the administration's fiscal strategy.
- Goldman Sachs23 min
What Trump’s win means for markets and portfolios
Trump, Christian Mueller-Glissmann, Brian Garrett, Alison Nathan
Following Donald Trump's presidential victory, U.S. stocks, bond yields, and the dollar surged sharply as clients rapidly shifted from underweight to long positions in banks, technology, and energy sectors. Goldman Sachs analysts project a potential S&P 500 rally to 6,100 by mirroring 2016 post-election patterns, while noting that European equities and renewable energy stocks face immediate pressure from tariff fears and policy changes. Although the VIX dropped to historic lows due to suppressed hedging, the firm maintains an equity-overweight strategy with a neutral duration outlook, warning that sustained yield spikes or reflation frustration could eventually trigger market indigestion.
- The Economist27 min
Vote! Our election-day special
Jason Palmer, Idris Kahloun, Aaron Braun
The 2024 U.S. presidential election will likely hinge on a razor-thin margin across seven swing states, with Pennsylvania serving as the critical tipping point for either Kamala Harris or Donald Trump to reach the 270 electoral votes required for victory. While economic concerns drive voter sentiment, the outcome faces significant uncertainty due to heightened security threats, potential legal challenges, and a potentially split Congress where control of the House remains volatile. International allies are closely monitoring the result, as the winner's approach to trade, NATO commitments, and geopolitical stability will determine the trajectory of global affairs in the coming years.
- Goldman Sachs42 min
How Clearlake Capital’s José E. Feliciano is finding value across private markets
José E. Feliciano, Michael Brandmeier
ClearLake Capital co-founders Jose Feliciano and Big Dog Ibali leverage an $80 billion asset base to execute distressed investments, restructuring, and sector-specific buyouts with a primary focus on technology and industrials. Their strategy targets a "15-year supply" of undervalued tech companies for transformation through their proprietary OPS operational framework, which integrates AI integration and business model pivots to drive recurring revenue and efficiency. Beyond financial returns, the firm actively deploys over $200 million to support underrepresented minority leaders and applies rigorous operational standards to unique assets like Chelsea FC to diversify revenue streams.
- All-In Podcast1h 31m
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
Rogan, Trump, Jason, Chamath Palihapitiya, David Sacks
The All In Holiday Spectacular is a $1 million non-profit event hosted by podcasters David Sacks, Jason Calacanis, and Cameron Freiber at San Francisco's Palace of Fine Arts, featuring VIP bundles purchased by Sacks's firm Athena. The gathering coincides with a comprehensive analysis of Q3 US GDP growth, Google's record-breaking earnings, and the shifting media landscape that favored Donald Trump's long-form podcasting strategy over traditional broadcast formats. Attendees and hosts also debated critical macroeconomic risks, including rising commercial real estate refinancing costs, the sustainability of federal debt, and the systemic implications of algorithmic bias on voter trust.
- The Economist24 min
Turn up the PA: the last in our swing-state series
Rosie Bloor, Jason Palmer, Adam O'Neill, Avantika Chokotty, David Benin
This briefing analyzes three distinct sectors: the 2024 US presidential election's reliance on Pennsylvania's 19 electoral votes amidst deep demographic realignments, the projected growth of the $480 billion global influencer economy driven by high-trust niche creators, and the mainstream integration of the goth subculture fueled by new music releases and high-fashion adoption. Political strategies highlight Kamala Harris's suburban gains against Donald Trump's rural base, while marketing shifts prioritize authentic engagement over follower counts to combat consumer fatigue. Cultural resilience is demonstrated as goth aesthetics expand beyond their niche origins to influence diverse music genres and span over 35 years of generational attendance.