Latest Interviews
Showing 196–210 of 1,935 transcripts.
Clear all filters- All-In Podcast1h 31m
All-In's 2026 Predictions
Chamath, Jason Calacanis, David Friedberg, David Sacks
A group of prominent tech investors and founders, including David Sacks, Jason Calacanis, Chamath Palihapiti, and David Friedberg, discussed their 2026 economic, political, and business forecasts following Sacks' relocation to Austin amid concerns over California's proposed wealth tax. The panel projects a 4.5% to 6% U.S. GDP growth driven by the "Trump Boom" and productivity surges while predicting significant market disruptions such as the collapse of traditional SaaS models and a surge in IPOs for private giants like SpaceX and Stripe. Additionally, the conversation addressed emerging trends in deal-making and media, with participants anticipating a shift toward IP licensing agreements, the rise of citizen journalism, and potential geopolitical resolutions in Ukraine and Iran.
- Goldman Sachs12 min
Oil Market Impacts from Venezuela
Following the U.S. capture of President Maduro and the installation of an interim government, Venezuela's political transition has triggered a muted market reaction while positioning heavy crude supply for potential growth through 2030. Goldman Sachs projects that increased U.S. reinvestment could boost daily output from 800,000 to 2 million barrels, creating symmetrical short-term volatility but ultimately depressing global prices by approximately $4 by the end of the decade. Concurrently, the geopolitical fracture has driven gold prices up nearly 3% as major powers compete for commodity dominance, with U.S. refiners and energy firms poised to capitalize on the realignment of heavy crude flows toward the West.
- Milken Institute1h 1m
How African Sovereign Wealth Funds Are Accelerating Investments | Middle East & Africa Summit 2025
British Robinson, Badr Drissi, Alain Ebobissé, James Mwangi, Aminu Umar-Sadiq, Samaila Zubairu
A consortium of African sovereign wealth funds, development finance institutions, and commercial banks is mobilizing over $1.8 trillion in domestic savings to pivot from passive asset holding toward active industrialization and value-added exports. By leveraging de-risking mechanisms such as bond wrappers, public-private partnerships, and green energy integration, these entities are launching critical infrastructure projects in copper processing, aluminum smelting, and cross-border power transmission across the continent. This strategic shift aims to attract global capital by transforming underutilized mineral reserves into finished goods while addressing energy gaps and fostering a digital economy to support long-term economic growth.
- a16z13 min
AI in 2026: 3 Predictions For What’s To Come (a16z Big Ideas)
Oliver Hsu, Bryan Kim, David Haber
Speakers Oliver Hsu, Brian Kim, and David Haber analyze distinct trajectories for AI adoption, ranging from autonomous scientific discovery in life sciences to consumer platforms shifting focus from productivity to digital connectivity. Hsu identifies the maturation of robot learning and simulation as prerequisites for closing the loop on self-driving labs, while Kim argues that future consumer value hinges on AI agents facilitating human relationships through deep emotional engagement. Concurrently, Haber demonstrates that the most robust business models integrate AI to directly reinforce revenue generation and proprietary data loops, as seen in contingency law firms and loan servicing platforms that scale success rather than merely cutting costs.
- Milken Institute29 min
Visionaries of Tomorrow: A Conversation with Nova Sky Stories Founder & CEO Kimbal Musk | MEA Summit
Founded by Kimball Musk in 2022, Nova Sky Stories revitalized Intel's shuttered drone division by transitioning from unprofitable free displays to a cash-flow-positive model of ticketed narrative entertainment that employs top talent from Pixar and Marvel. The company has secured partnerships with Jeff Katzenberg and Pharrell Williams to execute major productions in 43 countries, including a historic 3,000-drone show at the Vatican and events for the Abu Dhabi royal family. Targeting a scalable market of two million ticket sales by 2026 through local fleet bases and localized storytelling, Nova Sky Stories aims to establish "Art in the Sky" as a profitable alternative to traditional concerts and theme parks.
- a16z12 min
AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
Ryan McEntush, Angela Strange, Sarah Wang
Ryan McIntosh, Angela Strange, and Sarah Wang identify three pivotal 2026 inflection points defining the future of American industry, finance, and software architecture. These experts forecast a transition where the U.S. must vertically integrate its electro-industrial ecosystem to match China, financial institutions must abandon legacy mainframes for AI-native data systems to unlock tenfold operational scaling, and dynamic AI agent layers must displace traditional systems of record to enable autonomous execution. Collectively, these shifts emphasize that future economic and military power depends on controlling embodied electrified components, unifying data across unstructured sources, and achieving product velocity through continuous AI-driven iteration.
- Milken Institute40 min
FinTech Mega Trends: The Disruption Revolution is Here | Middle East & Africa Summit 2025
Nicole Valentine, Her Excellency Deemah AlYahya, Rob Heyvaert, Rishi Khosla, Travis McGhee, Deemah AlYahya
This event establishes FinTech as a foundational economic pillar essential for global stability, highlighting critical infrastructure gaps that leave 1.3 billion people unbanked and necessitate trillions in investment to modernize legacy systems. It analyzes transformative market shifts toward democratized assets, AI-driven personalization, and "super apps," while noting rapid growth in the Middle East and Africa driven by a young demographic dividend and the looming $84.4 trillion wealth transfer. Finally, the discussion addresses the tension between regulatory fragmentation and innovation, advising professionals to join high-growth startups to tackle unstructured problems with a disruptive mindset rather than relying on traditional banking structures.
- Milken Institute25 min
Luxury in the Middle East & Beyond: Cultivating Collaboration & Creativity | MEA Summit 2025
Stephanie Phair, Her Highness Princess Noura bint Faisal Al Saud, Michael Chalhoub, Gstaad Guy, Thomas Khoury
The Stardew Media group launched a satirical "bad guy" brand seven years ago to penetrate the top 5% of luxury consumers by leveraging humor to build trust with skeptical high-net-worth individuals, a strategy that successfully drove immediate sell-outs for partners like Loro Piana. Complementing this media success, the Shalhoub Group renewed its 25-year partnership with Louis Vuitton and launched the progressive resort lifestyle brand JL in Riyadh to reposition Saudi entrepreneurship on the global stage through community-focused real estate and sustainable production models. Together, these initiatives highlight a shifting luxury landscape in the Middle East where authentic local talent, government collaboration, and experience-driven strategies are reshaping industry standards against the backdrop of rapidly shortening consumer attention spans.
- Milken Institute46 min
The Power of Youth Culture in Shaping Brands| Middle East & Africa Summit 2025
Michelle Stevenson, Sandro Baggiani, Vinay Menda, Brieane Olson, Hayfa Sdiri, Jessica Sibley
A diverse panel of industry leaders from Golden Goose, Time Magazine, PacSun, and Blank Street outlined strategies to engage Gen Z and Gen Alpha by treating youth culture as layered, region-specific demographics rather than a monolith. Participants highlighted actionable tactics such as PacSun's Youth Advisory Board, Golden Goose's co-creation model, and the integration of AI to analyze sentiment and archive content for global reach. These insights emphasize that long-term brand health and pricing power depend on authentic co-ownership, sustainability initiatives, and adapting to shifting behaviors like declining alcohol consumption and rising social commerce in key markets like the MENA region.
- Milken Institute35 min
Capturing AI’s Momentum: Pathways to Growth and Productivity | Middle East & Africa Summit 2025
Eleni Giokos, Alex Israel, Antonoaldo Neves, Saad Toma
IBM, Etihad Airways, and Metropolis leaders discuss how enterprises are leveraging AI to drive tangible efficiency gains, citing IBM's $9.5 billion book of business and $4.5 billion in internal savings alongside Etihad's automated revenue management. The panel highlights a geopolitical landscape defined by US-China competition, noting a 156-qubit quantum chip breakthrough by IBM while emphasizing that the primary barrier to adoption remains data unification rather than technology limitations. Participants diverge on labor market impacts, balancing Alex's concerns over skilled job displacement with Antonello's optimism regarding workforce evolution toward higher-order questioning skills.
- Jane Street1h 0m
Arjun Guha: How Language Models Model Programming Languages & How Programmers Model Language Models
Arjun Guha presents a comprehensive analysis of large language models in programming, highlighting how traditional benchmarks are saturating while new methods like multi-PLE and language-agnostic transforms reveal significant performance gaps in low-resource languages such as OCaml. Through mechanistic interpretability techniques like activation steering, the talk demonstrates that internal model vectors can effectively correct type prediction errors and switch target languages without retraining, exposing shared representations across diverse syntaxes. These technical insights are contextualized by human studies showing that student success in prompting models hinges on providing specific semantic clues rather than syntactic fixes, while industry data reveals a surge in AI co-authorship alongside complex debates regarding actual productivity gains.
- Milken Institute6 min
LeadersLink Eszter Hars
Esther Harst, a molecular biologist and CEO of the Schwarzman-Diamond Syndrome Alliance, is deploying a patient-entered data platform to address the critical lack of "patient voice" insights in treating this rare genetic disorder that causes fatal leukemia in many patients. The initiative has secured IRB approval and is preparing to launch a pilot study to mobilize the community, facilitate clinical trial matchmaking, and catalyze global collaborations through an open architecture. Building on over 20 years of biotech experience, Harst aims to expand the program to the entire SDS community early next year after validating data utility and patient trust during the pilot phase.
- Milken Institute21 min
Conversation with UAE's Minister of State for AI & Digital Economy | Middle East & Africa Summit
Omar Sultan Al Olama, Dan Murphy
The UAE leverages an eight-year strategy and over 500 billion dirhams in investment to rank as a global leader in AI talent retention and deployment, recently securing U.S. authorization to export advanced NVIDIA chips for its massive "Stargate" infrastructure project. This initiative aims to eventually build a 5-gigawatt facility capable of producing 60 trillion AI tokens annually, distinguishing the nation's long-term approach from short-term market hype while explicitly prioritizing ethical frameworks to mitigate job displacement through targeted reskilling and retirement programs.
- Milken Institute1h 2m
Global Overview: Innovation, Partnerships, and Growth | Middle East & Africa Summit 2025
Hadley Gamble, His Excellency Jasem Al Budaiwi, Her Excellency Mariam bint Mohammed AlMheiri, Yasseen Mansour, Michael Milken, Yassine Mansour, Jasem Al Budaiwi, Mariam bint Mohammed AlMheiri
The 46th GCC Summit united regional leaders to prioritize collective defense following recent security threats while accelerating economic diversification, evidenced by non-oil GDP reaching 76% and the UAE becoming the global top destination for millionaires. Strategic investments totaling $150 billion target Africa's demographic growth and energy sectors, complemented by a joint AI strategy designed to transform government services and healthcare across the region. Positioned as a neutral mediator in global affairs, the bloc combines regulatory stability with massive infrastructure projects to attract capital flows and challenge traditional economic centers like Europe and the United States.
- The Economist6 min
How is Russia testing the West?
Russia currently perceives itself under a continuum of low-intensity conflict with the West, interpreting Ukrainian strikes as direct aggression while employing hybrid tactics to destabilize Western democracies and undermine the existing international order. While Moscow retains high risk tolerance born of this siege mentality, recent escalations appear tempered by the fear of triggering an all-out war that would contradict its strategic goal of dismantling Western dominance. Simultaneously, China maintains a cautious distance from Russian recklessness to preserve its own economic stability, creating a complex dynamic where global powers calibrate responses to deter adversary activities without sparking accidental escalation.