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  1. a16z46 min

    Building AI Systems You Can Trust

    Scott Clark, Matt Bornstein

    Following a fifteen-year career optimizing traditional machine learning and leading AI divisions at Intel, the speaker identified that enterprise adoption of generative AI is hindered by a critical trust gap rather than a lack of raw performance. This insight drove the founding of Distributional, a platform that replaces marginal optimization with distributional testing and holistic monitoring to detect behavioral shifts in non-deterministic, agentic systems. By shifting focus from atomic metrics to continuous validation of complex workflows, the company enables organizations to centralize operations, mitigate operational risks like hallucination, and scale reliable AI applications.

  2. Y Combinator30 min

    How To Design Better AI Apps

    Tom, Dave, Pete Koomen

    Pete Kuhman argues that most current AI software applications are merely legacy interfaces retrofitted with basic chat capabilities rather than being re-engineered as true "action-oriented" agents. He proposes a shift where users can customize or auto-generate system prompts to transform AI from a generic text generator into a tool that executes complex, multi-step workflows across different software environments. Supported by Y Combinator's internal implementation of such agents, this paradigm aims to replace manual prompt engineering with personalized, autonomous systems that handle routine cognitive tasks.

  3. Sourcery with Molly O'Shea54 min

    How Whop Is Making $1.2+ Billion For Creators

    Jack Sharkey, Molly

    A lean engineering team of 15 to 20 staff has scaled WAP to a $1.2 billion GMV run rate and $108 million in monthly creator transactions by leveraging AI agents and a "rebuild over refactor" philosophy. Backed by high-profile investors including Peter Thiel and a16z, the platform is transitioning from a sneaker bot marketplace into a full-stack creator economy with a "Content Rewards" program driving over 5 billion views across emerging markets. The company now targets a $10 billion GMV valuation by expanding its developer ecosystem and global payment infrastructure while rejecting traditional junior engineering roles in favor of autonomous, senior-level technical leadership.

  4. Goldman Sachs10 min

    Fade the S&P 500 rally?

    Brian Garrett, Chris Hussey

    Brian Garrett advises fading the S&P 500 rally by leveraging low volatility to purchase asymmetric upside calls while positioning for a potential recession through dual-digital products that profit when equities decline alongside rising yields. This strategy reflects a market divergence where soft data signals deterioration despite Goldman Sachs maintaining a 35% recession probability, creating elevated risk from upcoming geopolitical catalysts like the July tariff clock. Consequently, investors are hedging against a critical 5% to 6% yield threshold that could trigger significant equity outflows, particularly as retail capital becomes increasingly sensitive to upcoming labor data.

  5. Dwarkesh Patel2h 24m

    Is RL + LLMs enough for AGI? — Sholto Douglas & Trenton Bricken

    Sholto Douglas, Trenton Bricken

    By 2025, advanced reinforcement learning with verifiable rewards is expected to enable software engineering agents to match junior human output, though they will still struggle with long-horizon, amorphous tasks due to memory and context limitations. Concurrently, mechanistic interpretability research is mapping internal neural circuits to distinguish genuine reasoning from heuristic guessing, while safety studies reveal critical fragility in model alignment during fine-tuning and evaluation contexts. Despite these capabilities, the industry faces looming bottlenecks from GPU supply and energy constraints that may dictate the pace of intelligence scaling, necessitating strategic shifts toward infrastructure investment and economic adaptation.

  6. Milken Institute1h 1m

    Addressing the Financial Headwinds Faced by Gen Z and Millennials | Global Conference 2025

    Cheryl Evans, Kahlil Byrd, Catherine Collinson, Alexis Crow, Dorothy Kelly, Sylvia Kwan

    A diverse panel of financial experts from institutions including Ellevest and the Transamerica Institute examines the distinct economic headwinds facing Gen Z and Millennials, highlighting a severe wealth gap where Baby Boomers control 65% of assets against 13% for younger generations. The discussion details how structural shifts in the economy, rampant student loan defaults, and AI-driven job transformations are eroding intergenerational mobility and forcing many young adults into precarious financial positions due to caregiving duties. Panelists recommend immediate industry interventions such as employer-integrated debt-to-wealth platforms and personalized financial education to mitigate the risk of long-term wealth stagnation as the Great Wealth Transfer progresses.

  7. 20VC with Harry Stebbings1h 19m

    Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market

    Rory O'Driscoll, Jason Lemkin, Harry Stebbings

    The Chime S1 filing reveals an expected IPO valuation of $10 billion to $12 billion, a significant drop from its $25 billion private peak driven by regulatory reliance on the Durbin Amendment and potential investor ratchet protections. This event reflects broader venture market shifts where financial services firms prioritize public listings for scalable capital while AI adoption threatens traditional SaaS moats by commoditizing core applications. Concurrently, corporate strategies are pivoting toward aggressive settlements in legal disputes and structural transitions like OpenAI's move to a Public Benefit Corporation to navigate governance and profitability challenges.

  8. Goldman Sachs22 min

    A world of opportunity: Rob Citrone’s best ideas

    Rob Citrone, Tony Pasquariello

    Discovery Capital Management founder Robert Citrone outlines a macro strategy delivering 50% annual returns in 2023 and 2024, driven by high-conviction short positions in U.S. regional banks and a bullish thesis on Latin American markets. Citrone forecasts a "fake recession" in the U.S. before a 2026 boom fueled by tax cuts, predicting higher Treasury yields and resisting near-term Fed rate cuts while championing Argentina's fiscal reforms as a prime investment opportunity. The firm combines Julian Robertson's stock-picking with George Soros's risk management, leveraging a unique 24-hour trading cycle and direct global policy access to capitalize on emerging political shifts and market inefficiencies.

  9. The Diary Of A CEO1h 47m

    Alcohol Rewires Your Brain - Dr. Sarah Wakeman

    Dr. Sarah Wakeman

    Harvard professor Dr. Sarah Wakeman presents a comprehensive analysis of alcohol and drug use disorders, dismantling the myth of safe consumption thresholds while identifying trauma and isolation as primary drivers of addiction. She argues for a paradigm shift from punitive measures to chronic disease management, highlighting evidence-based treatments like medication-assisted therapy and psilocybin that target the neurobiology of craving. Ultimately, her mission is to reframe addiction as a treatable condition with a high prognosis, emphasizing that recovery relies on connection, community, and long-term care rather than willpower or "hitting bottom."

  10. All-In Podcast29 min

    Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami

    Antonio Gracias, Chamath, Jason, Friedberg, David Sacks

    Antonio Gracias leads a Doge team implementing a zero-defect operational overhaul of the US government bureaucracy, targeting a 15% reduction in waste and fraud by eliminating NGO spending and restoring full office productivity. The administration combines aggressive voter fraud detection using restored SAVE database protocols with a meritocratic recruitment strategy that prioritizes problem-solving over credentials to secure high-caliber engineering talent. This approach supports a dual-track immigration policy that balances open borders for skilled professionals with strict border sovereignty measures and temporary public service models.

  11. Milken Institute59 min

    The Roadmap to Longevity | Global Conference 2025

    Gadi Schwartz, Dan Buettner, Laura Deming, Richard Isaacson, Eric Verdin, Vonda Wright

    Panels including Dan Buettner, Laura Deming, and Dr. Eric Verdin emphasized a paradigm shift from extending mere life span to maximizing health and brain span through lifestyle interventions that determine 93% of longevity outcomes. While no single "hack" exists, experts project that combining optimized nutrition, walkable urban design, and emerging precision medicine could push healthy life expectancy to 90–95 years, with the first FDA-approved longevity drug anticipated within the next five years. Despite this potential for breakthrough therapies, the consensus highlights a critical funding crisis threatening US biomedical research and calls for systemic reforms to democratize access to preventive care rather than reactive sick care.

  12. Goldman Sachs25 min

    Is Fed independence at risk?

    Richard Clarida, John Cochrane, Alison Nathan

    The Trump administration is actively pursuing legal challenges to overturn the *Humphrey's Executor* precedent, aiming to eliminate "for-cause" protections for Federal Reserve officials and subject them to direct presidential removal. While structural checks like the Federal Open Market Committee's voting system and Senate confirmation remain, this strategy threatens to destabilize financial markets by introducing uncertainty over the central bank's ability to maintain price stability. Experts warn that removing these independence safeguards could distort inflation expectations and encourage mission creep, as the Fed faces pressure to expand beyond its statutory mandate into areas like climate risk and housing policy.

  13. Sequoia Capital42 min

    Gong’s Amit Bendov: From Meeting Recordings to Revenue AI

    Amit Bendov, Sonya Huang, Pat Grady

    Gong CEO Amit Bendov asserts that while fully autonomous Level 5 sales agents are unlikely within the next five years due to accountability constraints, current AI tools are already automating 75% of non-selling activities to boost individual seller capacity by 60%. Operating on a "customer-back" strategy that prioritizes post-call analysis over real-time features, the company survived the 2023 sales tech winter through strategic capital reserves and is now shifting toward usage-based pricing to capture value from increased productivity rather than headcount reduction. By reinventing its product every two years and leveraging proprietary models for high-reliability tasks, Gong has achieved seven consecutive quarters of accelerating growth as it transitions the industry from CRM-centric to AI-centric sales workflows.

  14. Milken Institute30 min

    Earvin "Magic" Johnson on Legacy, Leadership, and LA's Future | Global Conference 2025

    Earvin "Magic" Johnson, Alex Rodriguez, Jason Kelly, Earvin Johnson

    At the Milken Conference, Magic Johnson and Alex Rodriguez discussed their transformative mentorship and a portfolio of high-impact business ventures ranging from the Washington Commanders to a pioneering Starbucks franchise. Johnson detailed his strategy of securing institutional capital by over-performing on early real estate deals and outlined his leadership philosophy centered on strategic planning, authentic player relationships, and an unwavering winning culture for the LA Dodgers and other owned teams. The dialogue concluded with an emphasis on leveraging athletic experience to mentor the next generation while measuring success by philanthropic impact rather than revenue alone.

  15. All-In Podcast33 min

    Sergey Brin, Google Co-Founder | All-In Live from Miami

    Sergey Brin, Chamath, Jason, Friedberg

    Sergey Brin returned to active software development at Google, leveraging his technical influence to challenge internal restrictions while championing autonomous AI capabilities demonstrated by the Gemini 2.5 model. He outlined Google's strategic pivot toward simulated robotics, hybrid hardware abstraction, and a tiered monetization strategy that balances open-weight releases with premium access for advanced compute-heavy models. Furthermore, Brin highlighted a cultural shift where AI tools are reshaping talent management and predicted a future dominated by voice-first interfaces and adaptive learning environments.