Latest Interviews
Showing 2581–2595 of 9,649 transcripts.
Clear all filtersNiklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race
Niklas Östberg, Harry Stebbings
Delivery Hero CEO Max Osberg reflects on past strategic errors, including unsustainable overexpansion in Thailand and missed equity opportunities during the 2018-2019 peak, which contributed to significant capital losses and a subsequent 50% stock decline. The discussion outlines a shifted operational philosophy prioritizing unit economics and internal execution over market share expansion, alongside the successful integration of the Glovo acquisition despite initial accounting losses. Looking ahead, the company plans to leverage robotics and generative AI for efficiency while navigating a challenging European regulatory landscape to achieve long-term profitability across its global portfolio.
- The Economist25 min
Thirty-day trial? A Ukraine-ceasefire proposal
Jason Palmer, Rosie Bloor, Oliver Carroll, Shashank Joshi, Sophie Petter, Ainsley Johnston
Ukrainian officials accepted a US-brokered proposal for a reciprocal 30-day ceasefire and immediate negotiations to end the conflict, with Secretary of State Marco Rubio and National Security Advisor Michael Watts leading constructive bilateral talks that secured President Zelensky's public endorsement. While the agreement paves the way for resuming American military assistance, the final outcome remains contingent on Moscow's response to demands for Ukraine's neutrality and potential territorial concessions. Parallel to these diplomatic developments, a new longitudinal study using UK Biobank data identifies chronic loneliness as a primary predictor of early death, carrying a mortality risk equivalent to physical inactivity and outweighing genetic factors in overall longevity.
- Goldman Sachs20 min
How tariffs will impact the US economy
Goldman Sachs Chief U.S. Economist David Miracle, joined by host Alison Nathan in a March 10 *Exchanges* episode, revised the full-year effective tariff forecast upward to approximately 10 percentage points, driven by implementations on Canada, Mexico, and proposed auto duties. Consequently, the firm lowered its 2025 GDP growth outlook to 1.7% and raised the recession probability to 20%, while maintaining a Federal Reserve rate-cutting trajectory that diverges from market expectations due to elevated inflation near 3%. Although Miracle dismisses the current environment as true stagflation, he warns that expanded trade policy uncertainty poses a more severe risk to business investment and hiring than in 2019.
- Sequoia Capital54 min
How AI Breakout Harvey is Transforming Legal Services, with CEO Winston Weinberg
Winston Weinberg, Sonya Huang, Pat Grady
Founded in July 2022 by Winston Weinberg and Gabe, Harvey targets the $400 billion U.S. legal market by deploying specialized agentic workflows that prioritize citation accuracy over generic chat interfaces. The company differentiates itself through a hybrid revenue-share model and a rigorous technical architecture utilizing OpenAI's O-series models alongside proprietary process data to eliminate hallucinations in high-stakes legal tasks. By collaborating with top-tier law firms as design partners and transitioning toward automating commoditized work, Harvey aims to fundamentally shift industry economics from billable hours to fixed fees while expanding access to justice.
- Y Combinator8 min
GPT-4.5 = Big Model Energy | YC Decoded
OpenAI has released GPT-4.5, a significantly larger and more human-like model that surpasses its predecessor in emotional intelligence and creative fluency while facing higher costs and specific limitations in complex STEM reasoning. Market reception remains measured as benchmarks show incremental rather than revolutionary improvements, leading researchers to predict a future convergence of general and reasoning capabilities in the upcoming GPT-5 architecture. Simultaneously, YC is hosting a free AI Startup School in San Francisco featuring industry leaders such as Elon Musk, Sam Altman, and Satya Nadella to support emerging AI talent.
- The Economist23 min
Sects and balances: a violent flare-up in Syria
Jason Palmer, Rosie Bloor, Gareth Brown, Josh Roberts, Tim Cross
Following the December fall of Bashar al-Assad's regime, a violent insurrection led by a former Alawite military council has triggered widespread sectarian killings in Syria's coastal heartland, severely testing Ahmed al-Shara's new government as it struggles to control radical factions while racing against a thirty-day deadline to investigate atrocities. Simultaneously, a global financial pivot is occurring as soaring borrowing costs and maturing low-rate mortgages reverse the investment calculus that previously favored equities, compelling homeowners to prioritize debt repayment over market exposure. In the aerospace sector, Albedo Space is disrupting the market by deploying a commercial satellite constellation in Very Low Earth Orbit to deliver ten-centimeter resolution imagery at one-tenth the cost of military systems, aiming to democratize high-fidelity surveillance for both commercial and limited governmental applications.
Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions"
Emergence Capital, a focused B2B software venture firm, has returned over $10 billion to investors through a rigorous internal framework that prioritizes collective due diligence and long-term ownership of generational companies like Zoom and SalesLoft. The firm leverages its deep expertise in enterprise software to navigate the AI transition by rejecting temporary market trends, restructuring portfolio leaders such as Guru, and identifying short candidates like IBM while backing open-source infrastructure play Together.ai. By maintaining double-digit stake sizes, retaining talent through unique carry forfeiture models, and often holding public positions well beyond standard lockup periods, the partnership aims to generate superior returns and avoid the structural pitfalls common in the broader venture capital industry.
- The Economist24 min
No question, Mark: Canada’s new PM
Mark Carney, Donald Trump, Rose Girone, Rosie Bloor, Jason Palmer, Rob Russo, Sarah Wu, Anne Rowe
Mark Carney has won the Liberal Party leadership to succeed Justin Trudeau, leveraging his technocratic background and a nationalist backlash against US tariff threats to close the polling gap with the Conservatives ahead of a potential April or May election. Concurrently, China is driving a $205 billion winter sports strategy to revitalize its Northeast Rust Belt, with Harbin serving as the global hub for this sector expansion designed to reach 300 million participants by 2030. In a tribute to historical resilience, Rose Gerone, the last known Holocaust survivor in New York, passed away at 113 after surviving Kristallnacht and sustaining her family through a knitting business in Shanghai and the Adirondacks.
- The Diary Of A CEO2h 27m
No. 1 Communication Expert: This Speaking Mistake Makes People Dislike You! Vinh Giang
Vin Jeng presents a comprehensive framework for mastering communication by treating the voice as a musical instrument and reframing social anxiety as a learned habit rather than a fixed trait. The session details five core vocal foundations, including pitch, rate, volume, tonality, and pauses, alongside specific non-verbal strategies like the "power sphere" and the VAKS storytelling formula to enhance influence. Through techniques such as the "record, review, repeat" audit process and desensitization exercises, participants learn to overcome barriers like the bamboo ceiling and build "contextual confidence" across all social and professional stages.
- All-In Podcast2h 7m
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Trump, Joe Lonsdale, David Sacks, Jason Calacanis
Leading Silicon Valley figures including David Sacks, Joe Lonsdale, and Elon Musk analyzed a week of extreme market volatility driven by Trump's chaotic tariff strategy and the subsequent announcement of a Strategic Bitcoin Reserve. The discussion detailed three competing theories for these tariffs—fentanyl negotiation, trade rebalancing, and recession-induced inflation control—while contrasting the DOGE team's $5 trillion spending cut goals with the political reality of federal budget constraints. Simultaneously, the panelists debated critical governance reforms regarding Super PAC caps, AI benchmark reliability, and a potential negotiated peace in Ukraine that could shift the United States toward a multipolar global stance.
- Milken Institute37 min
Sovereign Wealth Funds: Lessons for the US | Finance Forum 2025
Caitlin MacLean, Victoria Barbary, Angela Rodell, Tarek Shoukri, Kaitlyn McLean
The U.S. Treasury Department is currently soliciting private sector input to design a national Sovereign Wealth Fund using a blank-slate approach for capitalization and investment mandates. Drawing on global best practices and case studies like the Alaska Permanent Fund, the proposed framework emphasizes independent governance to insulate decisions from political cycles while targeting strategic sectors such as critical minerals and AI. With further concept papers expected in the spring, the initiative aims to establish a bipartisan structure that catalyzes high-cost infrastructure deployment without crowding out private commercial activity.
- 80,000 Hours37 min
Judge: I might have to block OpenAI going for-profit in expedited trial (Rose Chan Loui explains)
Rose Chan Loui, Rob Wiblin, Elon Musk, Yvonne Gonzalez Rogers
A California judge denied Elon Musk's request for a preliminary injunction to halt OpenAI's conversion from nonprofit to for-profit status, citing his uncertain legal standing and lack of immediate likelihood of success. Despite this ruling, the court ordered an expedited trial for the autumn to address potential breaches of charitable trust, acknowledging that preventing such a breach would serve the public interest. The decision places significant pressure on OpenAI to justify the conversion under strict fiduciary standards while the court considers granting Musk relator status to enforce the foundation's original mission.
- a16z42 min
Agent Experience: Building an Open Web for the AI Era
Netlify is pivoting its strategy from Developer Experience to Agent Experience (AX) to ensure the open web remains the native environment for autonomous AI agents rather than content relegated to walled gardens. Driven by a surge where approximately 10,000 sites are generated daily by AI tools, the company advocates for new infrastructure primitives and formal standards to support ephemeral applications and direct machine-to-web interactions. This initiative aims to democratize high-fidelity creation while redefining the web's architectural future against a backdrop of rapidly converging creation costs and shifting developer roles.
Julian Teixeira, CRO @ 1Password: How to Hire and Train Your First Sales Hires
Julian Teixeira, Harry Stebbings
This comprehensive sales framework outlines a strategy for building high-performance revenue teams by defining a playbook as a dynamic anatomy of wins that requires concurrent skills development and strategic hiring. Leaders navigate hyper-growth by balancing personal connection with data-driven accountability, utilizing hybrid outbound models to generate pipeline while aligning compensation with Net Dollar Retention and long-term customer success. The approach emphasizes founder-led insights in early stages, rigorous onboarding where reps generate their own leads, and a cultural shift away from obsolete urgency tactics toward value-based selling that withstands increased procurement scrutiny.
- The Economist23 min
One week in the life of Volodymyr Zelensky
Volodymyr Zelensky, Rosie Bloor, Oliver Carroll, Sarah Lanyuk
Amidst a sudden suspension of U.S. military aid and intelligence sharing, President Donald Trump's administration has leveraged financial demands and alleged behind-the-scenes diplomacy to pressure Ukrainian President Volodymyr Zelensky, while the leader's term is legally extended under martial law to prevent destabilizing wartime elections. Parallel to this geopolitical turmoil, cultural figures like military conductor Serhii Lykomenenko and composer Gabriel De Niro are utilizing damaged venues and orchestral performances to raise funds for specific units and bolster national morale against the threat of total aid withdrawal. Historical archives from 1945 provide a contrasting backdrop of Allied victory, yet the current conflict sees Ukrainian elites and the public navigating a fragile balance between external political maneuvering and internal resilience.