Latest Interviews
Showing 196–210 of 3,131 interview transcripts.
Clear all filtersShe Bought a Bank for $56M. It's Now Worth $1.5 BILLION
Jackie Reses, Jack Ma, Joe Tsai, Masa Son, JD Vance, Jack Dorsey, Masayoshi Son, Molly O'Shea
Jackie Reses, CEO and founder of the fintech infrastructure firm LeadBank, leverages her extensive background leading board relations at Alibaba and major operational turnarounds at Yahoo and Square to challenge the narrative of crypto debanking. Her leadership philosophy emphasizes executing high-stakes missions across regulatory hurdles, evidenced by her firm's $280 million revenue and partnerships with over 100 crypto companies. Reses combines deep technical expertise with unique political access through her family ties to effectively navigate complex financial landscapes while advocating for industry-driven legislation.
- Stanford Online46 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrastructure, Capstone Case
Former Intel CTO Kati Katti, now at OpenAI, details the organization's aggressive pursuit of 30 gigawatts of compute capacity to support a future dominated by complex agentic workloads and massive inference demands. This strategy involves overcoming severe supply chain bottlenecks and grid constraints through specialized infrastructure like nuclear power and Cerebras accelerators while prioritizing gigawatt-scale deployment over fragmented edge solutions. Katti predicts the AI value chain will eventually shift from hardware foundations to application-layer outcomes, as the industry races to solve the critical shortage of logic and memory fabrication capacity.
- The Economist7 min
A former CIA director on whether Russians are losing faith in Vladimir Putin
Vladimir Putin, Bill Burns, Shashank Joshi
CIA Director William Burns anticipated Russia's 2021 invasion based on intelligence revealing Vladimir Putin's belief that Ukraine was a domestic Russian issue and that Western allies were distracted, a miscalculation that has now led to a strategic inflection point. Following four years of conflict characterized by Russian casualties exceeding recruitment and severe damage to its energy sector, internal Moscow pressure is mounting despite Putin's tight repression and a temporary economic lifeline from energy exports to Iran. Current assessments indicate that any potential negotiation will likely require sustained battlefield support for Ukraine combined with severe economic pressure, even as the war's duration has depleted critical U.S. interceptor inventory needed by Kyiv.
- Y Combinator47 min
Inside YC's AI Playbook
Pete Koomen, Gary, Jared, Diana, Tom, Boris
Y Combinator has redefined its operational model by evolving into a super AI-native organization that treats artificial intelligence as a foundational infrastructure rather than a mere tool, enabling autonomous agents to access a unified PostgreSQL database for complex business logic. This architecture supports a dynamic ecosystem of over 350 specialized tools and a daily "dream cycle" process that refines workflows based on meeting transcripts, effectively compressing employee onboarding and eliminating traditional manual coding bottlenecks. By broadcasting internal agent interactions to public channels and investing heavily in token costs, YC advocates for a decentralized future of just-in-time software where human prompts drive the interface, positioning the firm to leapfrog competitors reliant on conventional co-pilot methodologies.
- a16z55 min
The $1 Trillion Firm That Refuses The Private Equity Label | a16z
Apollo Global Management is pivoting from traditional private equity into a global retirement services giant with over $1 trillion in assets to address systemic market concentration and fund the capital-intensive AI infrastructure boom expected in 2025 and 2026. By standardizing private credit products and expanding into hybrid equity, the firm aims to provide diversification for public markets while navigating the shift toward hard-asset financing for data centers and energy. Simultaneously, Apollo is restructuring its organizational culture to prioritize merit and technological adaptation, positioning itself to capture value in a landscape where traditional enterprise software valuations face obsolescence due to artificial intelligence.
- Goldman Sachs34 min
‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy
James Brocklebank, Alison Mass
James Brockelbank details Advent's $100 billion strategy of navigating complex regulatory environments in Europe and expanding into Asia-Pacific through a focus on transformational carve-outs and pure private equity specialization. Facing slowed exit realizations, the firm has integrated proprietary AI tools like "Advent GPT" into its investment committees while shifting toward strategic buyers to manage capital returns. Brockelbank emphasizes that despite these technological advancements, deep human relationship-building and a culture of "healthy paranoia" remain the critical differentiators for identifying high-quality opportunities in volatile markets.
- All-In Podcast1h 42m
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
Trump, Gavin Baker, Andrej Karpathy
Andrej Karpathy's strategic move to lead Anthropic's new pre-training team highlights a critical industry shift toward recursive self-improvement, a frontier expected to unlock exponential model quality gains alongside soaring sector revenues reaching an estimated $100 billion ARR. Concurrently, the broader AI landscape is defined by SpaceX's potential $75 billion IPO and massive revenue contracts with Anthropic, while Nvidia reports record earnings driven by sustained demand for AI infrastructure despite rising macroeconomic risks. These developments collectively underscore a rapidly maturing market where architectural innovations, geopolitical tensions, and aggressive capital deployment are reshaping the economic and technological trajectory of the artificial intelligence sector.
- Stanford Online48 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Enterprise Internal Knowledge
Stanford graduate and Applied Compute CEO Yash Patil explains how the AI industry is shifting from general pre-training to specialized post-training on proprietary data to solve enterprise bottlenecks. He argues that while frontier models like OpenAI's O1 leverage test-time compute, future progress depends on continual learning from sparse, real-world rewards and deterministic environments like software coding. Patil concludes with a bullish outlook on compute hardware while warning that pure data-selling businesses will fail as synthetic generation and robotics become the new differentiators.
- Y Combinator50 min
How The Best Companies Defend Against Mediocrity And Rot
Eric Ries exposes how the 1980s doctrine of shareholder primacy systematically undermines long-term company value, citing cases like Jeff Lawson's ouster at Twilio and Saul Price's departure from FedMart as evidence that founder control is often lost to short-term investor demands. To counter this instability, the event advocates for structural reforms such as the industrial foundation model, which legally prioritizes mission over profit, as demonstrated by the sustained success of entities like Novo Nordisk and the mission-preserving safeguards of Anthropic. The presentation concludes by urging founders to immediately adopt Public Benefit Corporation status and design "governance fortresses" to insulate their organizations from the inherent conflicts of standard corporate governance.
CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI
Michel Del Buono, Molly O'Shea
This comprehensive discussion explores wealth optimization strategies for founders and high-net-worth individuals, covering critical topics such as Trust, Estate, and Tax Planning, Secondary Market dynamics, and Portfolio Construction. Key figures and experts address the risks of isolated trust structures, the complexities of SPV secondary deals, and the tax efficiencies of real assets like data centers and qualified small business stock. The dialogue concludes by emphasizing a multidisciplinary approach that aligns investment diversification with global mobility choices and specific family values to maximize legacy and minimize unnecessary tax liabilities.
- Goldman Sachs11 min
Why Rates Could Keep Rising
Phillip Lee, Chris Hussey, Phil Lee
Rising real yields are driven by a convergence of inflation uncertainty, resilient growth, and elevated fiscal deficits, causing market expectations to shift from anticipated rate cuts to a prolonged pause or potential hikes. The Federal Reserve's upcoming June guidance from its new Chairman underscores this uncertainty, while higher mortgage rates are stifling the housing market and eroding consumer spending power. Institutional investors are consequently adopting a bear-steepener strategy, maintaining dynamic patience in fixed income portfolios to navigate the divergence between robust equity performance and weakening underlying consumption.
- Jane Street30 min
Jane Street on GPUs, Trading, and Hiring: A Conversation with Dwarkesh
Jane Street, Dwarkesh Patel, Ron Minsky, Dan Pontecorvo
Jane Street executes a multi-tiered trading strategy that balances nanosecond-scale FPGA execution with long-horizon AI models while transitioning to a disaggregated global network featuring a $6 billion compute partnership with CoreWeave. The firm prioritizes model architecture diversity and custom hardware, including ARM and NVIDIA infrastructures, to navigate high-noise financial data without relying on single foundation models. This approach is supported by a hiring strategy focused on scarcity-driven talent acquisition and a human-in-the-loop philosophy that maintains critical judgment during complex market anomalies.
- Goldman Sachs16 min
Caitlin Clark on Navigating Pressure and the Future of the WNBA
Following her NCAA all-time scoring record and selection as the number one WNBA draft pick by the Indiana Fever, Caitlin Clark overcame significant injury hurdles to secure Rookie of the Year honors and guide the franchise to its first Finals appearance since 2016. Clark's professional development has been shaped by strict parental guidance and a transition to elite competition that prioritizes defensive fundamentals and team chemistry over individual stardom. Looking ahead, she advocates for organic growth in the league, projects WNBA expansion to 18 teams by 2028, and aims to serve as an authentic role model while preparing for future international competition.
- The Economist7 min
Creating deadly human viruses will get easier with AI | The Economist
Arthur Holland Michael, Rosie Blau
Advances in artificial intelligence are rapidly lowering the barrier for non-state actors to engineer biological weapons by providing expert-level troubleshooting and access to global scientific literature. While current technology cannot yet generate novel pathogens without existing data sets, it effectively enables skilled individuals to modify existing viruses, thereby eliminating the traditional bottleneck of expert collaboration. Policymakers and developers are currently striving to implement robust refusal mechanisms and pre-release regulatory assessments to counter these evolving threats before malicious actors can exploit model vulnerabilities.
- Bank of America27 min
Why we believe AI reshapes work more so than it reduces overall payrolls
Benson Wu, Nick Stenner, TJ Thornton
BofA Global Research contends that generative AI will primarily augment human labor and reshape specific tasks rather than cause mass job elimination, with only 2.3% of global roles facing high automation potential while 13% offer significant augmentation opportunities. The report projects a shift toward new AI specialist roles, hybrid professionals, and human-centric services in sectors like healthcare, noting that advanced economies possess the infrastructure to adapt despite risks of capital concentration and entry-level wage dispersion. Macroeconomic analysis suggests these productivity gains will be disinflationary over the long term, potentially allowing central banks flexibility on interest rates even as transition costs and uneven gains create short-term policy complexities.