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  1. All-In Podcast1h 31m

    White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

    Cyan Banister, David Sacks, Chamath Palihapitiya, David Friedberg

    Chamath Palihapitiya, David Sacks, and David Friedberg spent three days embedded in the Trump White House to conduct high-level interviews with Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick regarding fiscal reform and deregulation. Concurrently, the group analyzed critical market shifts, including Google's $32 billion acquisition of Wiz and the Federal Reserve's diverging monetary strategy, while celebrating major aerospace milestones like SpaceX's successful ISS rescue. The panel concluded that the current administration's intense, mission-driven culture represents a "money for purpose" opportunity for private sector leaders to address national challenges without bureaucratic inertia.

  2. Milken Institute41 min

    Better Bonds: De-Risking Communities Through Resilience Investments | Finance Forum 2025

    Matt Posner, Sarah Frey, Megan Kilgore, Charlie Yadon

    Moderated by Matt Posner, this panel convened decision-makers from Florida, Columbus, Ohio, and PFM to diagnose the structural financial barriers preventing effective climate resilience, including reactive credit ratings and misaligned return-on-investment metrics. Participants highlighted divergent strategies where Florida's long-standing building codes and gaming revenue streams contrast with Columbus's deployment of Generative AI tools to optimize municipal capital stacks. The discussion concludes that overcoming these hurdles requires proactive rating reforms, cross-jurisdictional utility districts, and nonpartisan messaging to shift the perception of resilience from a government cost to a viable investment.

  3. 20VC with Harry Stebbings1h 12m

    Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company

    Elias Torres, Harry Stebbings

    Entrepreneur Elias Manoukian critiques the limitations of legacy enterprises in the AI race while outlining a paradigm shift toward ultra-efficient, agent-driven companies that generate billions in revenue with minimal headcount. Drawing on his background of surviving the Nicaraguan revolution and scaling Drift to a billion-dollar exit, he argues that the future of business lies in smaller, debt-financed entities that prioritize execution speed over traditional growth-at-all-costs metrics. Manoukian further advocates for a "smaller is better" approach to organizational structure and hiring, urging founders to embrace high-agency talent and reject hierarchical titles to navigate the coming decade of technological transformation.

  4. Y Combinator43 min

    How Top 1% Founders Navigate Co-founder Conflict

    Harj, Patrick Collison, Garry, Gary, Jared Harge, Diana

    Founders often face severe psychological strain and destructive co-founder dynamics, such as self-abandonment and cultural clashes, which experts argue require shifting from servant leadership to asserting personal authority for effective conflict resolution. To support technical talent, YC is simultaneously launching Summer Fellows Grants that award $20,000 in cash and $90,000 in compute credits to undergraduate students working on novel AI projects, while providing access to AI Startup School and in-person co-working sessions. The discussion concludes that while solo founders avoid interpersonal friction, they are at a significant disadvantage against the superlative collaboration necessary to build exceptional, scalable companies.

  5. a16z44 min

    Automating Developer Email with MCP and AI Agents

    Zeno Rocha, Yoko Li

    Resend and other industry leaders are reimagining product architecture to treat autonomous agents as first-class citizens, prioritizing instant execution workflows over traditional human-centric interactions. The organization leverages emerging standards like the Model Context Protocol (MCP) and plain-text "Agent Experience" formats to enable seamless communication between AI systems and critical data sources such as Linear and Notion. This shift transforms development and marketing processes into high-velocity loops where services like email delivery and domain provisioning operate automatically, allowing founders to launch side projects that solve immediate, high-friction problems.

  6. The Economist23 min

    Spy-fall: Trump imperils intelligence pact

    Trump, Rosie Bloor, Shashank Joshi, Shalas Chitnis, Alexandra Suech-Bass

    Amidst a restructuring of US intelligence leadership under Donald Trump and potential disruptions to the Five Eyes alliance, China has surged to become the world's second-largest drug developer, offering Western pharmaceutical companies critical intellectual property to navigate an upcoming patent cliff. Concurrently, The Economist has launched a curated weekly film and television guide designed to highlight globally diverse, notable titles while explicitly advising against unworthy viewing, complementing its subscriber-only coverage of unique international social experiments. These developments collectively reshape intelligence security, biotech market dynamics, and cultural consumption within a rapidly evolving geopolitical landscape.

  7. Sourcery with Molly O'Shea1h 11m

    SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets

    Molly O'Shea, Christian Garrett, Trae Stephens

    137 Ventures partners, including Christian Garrett, analyze the structural shift where companies like SpaceX remain private longer to compound value and avoid public market scrutiny. The firm leverages secondary markets and tender offers to manage employee liquidity while advocating for concentrated investment in generational defense and aerospace firms. Furthermore, the discussion highlights how accelerating government-tech collaboration and specific policy changes are reshaping capital allocation strategies in the modern tech ecosystem.

  8. Goldman Sachs45 min

    The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class

    Don Mullen, Allison Mass

    Founded by former Goldman Sachs executive Don Mullen in 2012, Pretium has evolved into the largest private owner-operator of single-family homes in the United States by capitalizing on a projected long-term shift from homeownership to renting. The firm leverages its status as a leading non-qualified mortgage lender and distressed asset manager to address systemic housing shortages while expanding its operations into international markets like the UK and Canada. By integrating asset ownership with active management across approximately 150,000 units, Pretium aims to bridge the gap between institutional capital and the needs of self-employed borrowers and families seeking single-family rentals.

  9. All-In Podcast1h 45m

    Howard Lutnick Exposes Washington’s Biggest Lies

    Howard Lutnick, Chamath, Friedberg

    Cantor Fitzgerald CEO Howard Lutnick, leveraging his long-standing relationship with Donald Trump and his 9/11 leadership experience, serves as the Transition Chair and architect of the proposed Department of Government Efficiency to address the nation's fiscal crisis. The initiative outlines a comprehensive strategy combining $1 trillion in entitlement cuts with a "gratis vendor" model and a $5 million Gold Card immigration program to generate $2 trillion in revenue, aiming to balance the federal budget and eliminate income taxes for households earning under $150,000. Further pillars of this economic framework include leveraging tariffs to force industrial reshoring, establishing a sovereign wealth fund to secure Social Security, and deploying strict regulatory and AI export controls to safeguard domestic economic interests.

  10. Milken Institute31 min

    Global Debt Levels: Opportunity to Innovate | Finance Forum 2025

    Matthew Aleshire, Avinash Persaud, Stacy Swann, Heiko Thoms

    A panel of international economists and policymakers convened to address the critical intersection of record-high global public debt and the urgent need for climate resilience financing, highlighting how current debt frameworks stifle essential green investments. The discussion examined structural reforms in Germany, such as new debt rules exempting defense spending, alongside the growing dominance of private creditors in developing nations which complicates traditional resolution mechanisms like the Paris Club. Experts concluded that effective solutions require MDBs to expand capital bases, greater Chinese creditor participation, and the design of shock-absorbing debt instruments that capture long-term fiscal savings from climate adaptation.

  11. Goldman Sachs39 min

    Resilience and Change: Giles Duley & The Legacy of War Foundation

    Giles Duley, Lia Larson

    Former rock photographer Giles Dooley pivoted to humanitarian work in 2004 and became a triple amputee following a 2011 IED attack in Afghanistan. He subsequently founded the Legacy of War Foundation, which transitions from documentary photography to tangible aid projects such as the "Land for Women" initiative in Rwanda that transfers land ownership to female farmers. Dooley advocates for resilience as a gift born from suffering and critiques modern over-protection, emphasizing that sustainable peace requires removing barriers rather than simply telling stories.

  12. a16z26 min

    The Future of Digital Workers

    Joe Schmidt, Prabhav Jain

    Level Next distinguishes itself in the AI sector by prioritizing customer outcomes over technology, recently re-architecting its Alice and Mike agents from basic prompting to fully agentic frameworks capable of planning and reasoning. The company supports this technical shift with a unique go-to-market strategy that offers free product access for validation and employs a vendor-agnostic architecture to rapidly swap model providers based on performance metrics. Underpinned by a "zero-to-one" pod structure and a hiring focus on chaos tolerance, Level Next aims to deliver anti-fragile revenue motions while educating clients on data-driven optimization over subjective perception.

  13. a16z1h 1m

    Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy

    Jensen Huang, Arthur Mensch

    AI leaders Jensen Huang and Arthur Chou define sovereign AI as a critical cultural and economic infrastructure requiring nation-states to develop specialized, vertically integrated systems that embed local language, laws, and values. Their strategic framework advocates for a hybrid approach combining open-source horizontal models with sovereign vertical platforms to prevent digital colonialization while building "digital labor" forces that enhance productivity without displacing human workers. By prioritizing developer-first ecosystems and agile alignment over rigid control, this model aims to secure national economic equilibrium and accelerate innovation across sectors like healthcare, manufacturing, and defense.

  14. a16z32 min

    Scaling Medicaid Innovation with Rajaie Batniji, Sanjay Basu, and Afia Asamoah

    Rajaie Batniji, Sanjay Basu, Afia Asamoah, Vineeta Agarwala

    Waymark, co-founded by Sanjay Rajagopal to address the under-resourced Medicaid population, operates as a Public Benefit Corporation that combines machine learning with community-based care to improve health outcomes. A 2023 study involving over 60,000 patients demonstrated a nearly 25% reduction in emergency room visits and hospitalizations by deploying a "Signal" risk model and intervention teams of community health workers. The company now seeks to scale its grant-funded model to health plans and primary care systems while navigating contract barriers that historically limit access to new care delivery resources.

  15. The Economist26 min

    Not so delightful: Erdogan arrests rival

    Erdogan, Jason Palmer, Rosie Bloor, Piotr Zalewski, Matt Yuki, Annie Crable, Kevin Torregrossa

    Turkish President Recep Tayyip Erdogan ordered the arrest of opposition leader Ekrem Imamoglu and over 100 allies on politically motivated charges, a move that triggered a 12% collapse in the Turkish lira and a 9% drop in the BIST 100 index. Simultaneously, the Trump administration pressured Panama into accepting US immigration demands and infrastructure projects to safeguard the Panama Canal, while the US government faces a critical gap in exotic snake antivenom supplies that has turned the Bronx Zoo into a vital emergency medical hub for bite victims. These distinct geopolitical and domestic crises highlight the immediate economic fallout in Turkey, the strained sovereignty dynamics in Central America, and the systemic regulatory failures regarding exotic animal imports in the United States.