Latest Interviews
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Clear all filters- Milken Institute53 min
The Legacy Play: How Global Sport Shapes Cities, Economies, and Culture | Global Conference 2026
Willow Bay, Jack Alexy, Chris Brearton, Breezy Johnson, Lindsay Taylor, Trisha Worthington
The "Legacy Play" panel convened media leaders, philanthropists, and Olympic gold medalists to analyze the commercial disparities and technological advancements reshaping global sports. Discussion highlighted the United States' unique reliance on private funding compared to state-backed peer nations, while detailing how AI integration and evolving media strategies are democratizing access and enhancing athlete branding. Participants further emphasized the critical role of mental health support and sustainable venue legacies in ensuring long-term career viability and equitable growth for women's sports.
- Milken Institute24 min
A Conversation with FIFA President Gianni Infantino | Global Conference 2026
Gianni Infantino, Jason Kelly, Johnny Infantino
The 2026 FIFA World Cup, a historic 48-team tournament hosted across 16 North American cities, is projected to generate $80 billion in economic impact and attract 7.5 million attendees while drawing 6 billion global viewers. FIFA President Gianni Infantino leveraged the event to outline a strategic pivot toward emerging markets, aiming to diversify global football revenue away from European dominance and establish a sustainable grassroots ecosystem that could elevate North American leagues to compete with European standards by 2031. Reinvesting tournament revenues into development for 150 countries, Infantino also announced his candidacy for re-election to oversee these commercial expansions and complete his governance reforms.
- The Economist6 min
Why are young Indians joining the Cockroach Janta Party? | The Economist
Launched by Boston-based consultant Abhijit Dipka as a satirical response to a Supreme Court Justice's remark, the "Cockroach People's Party" evolved into a physical street protest in Delhi where 1,000 to 2,000 young Indians demanded the resignation of the Education Minister over exam scandals. While the movement has amassed millions of digital followers and frames the unrest as a reaction to systemic failure and economic stagnation, analysts caution that its impact is limited by a lack of organizational cohesion and the ruling BJP's continued popularity among the youth. Although street politics has historically driven change in India, observers suggest this specific mobilization remains in its infancy and lacks the sustained leadership necessary to challenge the government effectively.
- Milken Institute1h 0m
Why Africa, Why Now: Investing in the World's Next Growth Engine | Global Conference 2026
British Robinson, Runa Alam, Qahir Dhanani, Courtney Powell, Ethiopis Tafara, Meg Whitman, Samaila Zubairu
A diverse panel of experts from the World Bank, IFC, and leading private equity firms outlines Africa's shift from a resource-dependent economy to a consumer and technology-driven powerhouse with a projected workforce of 2.5 billion by 2050. Participants highlight that superior recovery rates, decoupled sovereign risk, and undervalued assets make the continent a high-return destination, prompting a strategic pivot toward private equity, green energy supply chains, and fintech. Consequently, institutional investors are urged to bridge local capital gaps through Public-Private Partnerships and to align pension fund mandates with infrastructure projects that address the urgent need to employ the continent's massive youth population.
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR
Jason Lemkin, Rory O'Driscoll, Harry Stebbings
SpaceX initiated a $75 billion IPO with a fixed $135 share price to value the company at nearly $1.8 trillion, a move that bypassed traditional book-building and led analysts to predict a potential first-day decline despite high institutional interest. Concurrently, OpenAI has filed for its own public offering to fund massive foundation model development as its strategy diverges from competitors like Anthropic, while Apple pragmatically integrated Google's Gemini into Siri to prioritize immediate consumer utility. The broader market context features record efficiency in AI-native startups like Lovable and Cursor challenging traditional SaaS models, though valuation risks remain high as major tech firms ramp up capital expenditures for the AI arms race and traditional tech stocks face correction.
- Y Combinator30 min
How Meesho Became India’s Biggest Shopping App
Founders Vidit Aatja and Sanjeev Bikhchandani established Meesho in 2016 to connect rural Indian sellers with consumers, eventually pivoting from a WhatsApp-based social commerce model to a direct-to-consumer app after Jio's data cost reduction enabled mobile app adoption. This bold 2021 strategic shift, which terminated the platform's core business to launch a native application, secured Meesho's dominance in the Indian market by capturing over 50% of the country's online commerce volume by 2026. Today, the company serves 250 million unique consumers and is deploying its proprietary "Vani" voice AI agent to further democratize e-commerce for rural users with low digital literacy.
- Milken Institute58 min
Reinventing Play: The New Frontier of Gaming Technology and Creation | Global Conference 2026
Geoff Keighley, Johanna Faries, Laura Miele, Gregory Milken, Donald Mustard, DAN GALPIN, MANO MARKS, LAURA MURPHY
Industry leaders Johanna Levinson, Gregory Melkin, Donald Mustard, and Laura Miele convened to outline the gaming sector's transition from episodic releases to continuous live-service models driven by AI adoption and transmedia expansion. The panelists agreed that while mobile platforms retain the largest user base, the market is shifting toward flexible pricing strategies and global partnerships that allow small teams to compete with AAA studios through democratized development tools. Furthermore, the consensus emphasizes a strategic pivot where creative integrity and long-term cultural relevance now outweigh short-term monetization, as publishers integrate mobile, cloud, and social features to sustain player engagement across diverse hardware ecosystems.
- Dwarkesh Patel1h 2m
Sarah Paine - Why Putin and Xi can't escape geography
The event analyzes the fundamental geopolitical divergence between continental "elephant" powers reliant on land armies and maritime "whale" powers driven by trade and naval defense, arguing that the current global instability stems from China and Russia attempting to impose a 19th-century sphere-of-influence system. Drawing on the theories of Mackinder and Spykman, the discussion highlights how maritime democracies must leverage sanctions and economic insulation rather than direct territorial conquest to counter continental aggression that seeks to hollow out post-WWII institutions. Ultimately, the presentation warns that failing to maintain this rules-based order risks a catastrophic third world war, emphasizing that maritime strategies offer the only path toward sustained positive-sum growth.
- Bank of America20 min
Payroll call
Sphia Salim, Zviya Salim, Aditya Abbas, Shruti Mishra, Alex Cohen, Mark Havana, Bruno Brasenia
The June 5th release of U.S. payroll data significantly surpassed consensus expectations with 120,000 private sector jobs added and upward revisions of 93,000, driven primarily by leisure, hospitality, and local government roles. This strength shifted risk distributions toward a hawkish stance for the Federal Reserve, yet strategists maintain that a June rate hike remains unlikely due to stable unemployment and wage growth, anticipating that Chair Jerome Powell will address inflation concerns at upcoming Senate testimony. Consequently, the dollar rallied against major currencies while two-year Treasury yields jumped over 10 basis points, though market pricing for pre-midterm rate increases may overestimate immediate policy action given lingering skepticism about Chair Powell's timeline.
- a16z1h 1m
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
Benedict Evans, Erik Torenberg
Benedict Evans analyzes the rapid transition of agentic coding into a definitive product-market fit, noting how massive CapEx investment by major tech firms is currently creating a disequilibrium between supply and demand. He argues that while foundation models may eventually become low-margin commodities akin to mobile infrastructure, the immediate future involves significant adoption challenges and a divergence between deep workflow integration and superficial usage. Ultimately, Evans suggests that AI will drive profound economic restructuring and invisible automation, though the primary financial value will likely accrue to application-layer companies rather than the model providers themselves.
- All-In Podcast40 min
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Brad Gerstner, Gavin Baker, Kelly Rodriques, Chamath, Jason, Friedberg, Naval, Thomas Lafont, Keller
In Q1 2025, the private market established secondary trading as a primary exit mechanism for late-stage companies like Anduril and SpaceX, with employee transactions accounting for 31% of primary venture activity as shares shifted to a premium valuation. Institutional players such as Schwab and Vanguard are democratizing access through regulated interval funds, prompting a structural shift where venture capital firms actively manage capital recycling to return liquidity to limited partners. While panelists identify AI infrastructure and space logistics as key investment areas within a "parabolic" but fundamentally sound market, they also warn of emerging regulatory pressures and the risks of retail investors lacking the discipline to navigate cyclical drawdowns.
- All-In Podcast32 min
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Cerebras Systems CEO Andrew Feldman and Planet Labs CEO Will Marshall project a transformative 2026 for Initial Public Offerings, driven by Cerebras' record-breaking debut and Planet's 10x post-IPO surge. Their discussion highlights the strategic convergence of artificial intelligence and space infrastructure, where declining launch costs and Wafer-Scale Engine technology promise to shift computing operations from Earth to orbital data centers. This market shift is redefining capital allocation for investors, positioning public listing and real-time satellite integration as critical catalysts for future trillion-dollar valuations in sectors ranging from agriculture to global security.
- Milken Institute27 min
Miranda Kerr & Baby2Baby Co-CEOs Kelly Sawyer Patricof & Norah Weinstein | Global Conference 2026
Miranda Kerr, Kelly Sawyer Patricof, Norah Weinstein, Lisa Ling, Jory Rollins
Over fifteen years, Baby2Baby has scaled from a Los Angeles storefront to a national logistics network that has distributed half a billion essentials to 1.5 million children, while currently managing a critical gap where only 15% of the ten million children in need receive support. Leveraging a high-profile board of "Angel Moms" and strategic policy advocacy, the organization successfully lobbied for diaper tax reforms in twenty-four states and secured a federal maternal health partnership with the Biden White House. Facing a waitlist of eleven million requests, Baby2Baby is now launching a capital campaign to construct a new headquarters and expand its in-house manufacturing to bridge the supply shortage serving the remaining unreached families.
- Y Combinator29 min
Emergent: How Six Months of Tinkering Led To A $100M ARR Company
Emergent is an AI-driven platform founded by Dunzo alumni Mukund and Madhav that enables non-programmers to build and monetize functional software through natural language interaction. Operating with a 95% Bangalore-based engineering team, the company has scaled to an $100 million annual recurring revenue run rate and serves over 8.5 million users by leveraging a proprietary multi-agent architecture that ranks first on industry coding benchmarks. The platform distinguishes itself by focusing on end-to-end software execution rather than prototypes, having shipped over 10 million applications globally within its first nine months of operation.
- Y Combinator23 min
How Legora Went From YC to $100M ARR in 18 Months
Max Junestrand, Gustaf Alströmer
Following its acceptance into the YC Winter 2024 cohort, a ten-person founding team of former consultants and engineers rapidly scaled their legal technology platform to nearly 500 employees and over $100 million in annual recurring revenue. The company distinguished itself in a crowded market through a high-profile campaign featuring Jude Law and by pivoting from task-based augmentation to autonomous agents capable of executing complex end-to-end legal workflows. As the business prepares to expand beyond its legal identity, it leverages proprietary data and specialized workflow integrations to maintain a competitive moat against generalist model providers while addressing the evaluation challenges inherent in complex legal contexts.