Latest Interviews
Showing 2656–2670 of 9,650 transcripts.
Clear all filters- Goldman Sachs26 min
Macro questions and market strength
Jan Hatzius, Dominic Wilson, Alison Nathan
Goldman Sachs economists Jan Hatzias and Dominic Wilson project that 2025 U.S. real GDP will grow by approximately 2.5% despite an effective tariff increase of 4–7 percentage points, a scenario where tailwinds continue to outweigh policy headwinds. While the Federal Reserve is anticipated to cut rates later in the year due to sticky but manageable inflation, markets remain resilient near record highs driven by strong consumer income growth and a pricing dynamic that favors offshore equities. The analysts warn that aggressive tariff implementation poses a significant tail risk for growth and bond yields, yet they maintain that the current low recession probability supports a gradual upward drift in risk assets.
- The Economist14 min
AI bosses on what keeps them up at night
Demis Hassabis, Dario Amodei, Zanny Minton Beddoes
Anthropic CEO Dario Amodei and DeepMind CEO Demis Hassabis offer diverging timelines for Artificial General Intelligence, with Amodei predicting arrival by 2026–2027 and Hassabis estimating a 50% probability only by 2030. Both leaders warn of severe geopolitical risks from authoritarian dominance and catastrophic safety failures, advocating for an international "CERN for AGI" framework and new global institutions akin to the IAEA to manage the technology. While Amodei emphasizes the danger of a self-improving threshold moment and the potential for lab-tested autonomous agents to cause immediate harm, Hassabis highlights regulatory imbalances and the medium-term potential for AI to solve major scientific challenges like curing diseases.
- The Economist23 min
Get your Strait facts: China’s quiet Taiwan push
Rosie Bloor, Jason Palmer, Jeremy Page, Georgia Banjo, Amelia Wood
U.S.-China-Taiwan diplomatic tensions have escalated following the State Department's removal of anti-independence language and a surge in Global South endorsements of Beijing's unification claims amid warnings of a 2027 PLA invasion capability. Simultaneously, the Lucy Letby murder conviction faces scrutiny from international medical experts and statisticians who argue that circumstantial evidence supports natural causes, prompting a potential referral to the Criminal Cases Review Commission. In the sports sector, top European football clubs generated record revenues exceeding €11 billion while star player salaries remained stagnant relative to earnings a decade ago, shifting investment focus toward non-sporting revenue streams and future Middle Eastern deals.
- Sequoia Capital1h 0m
AI, Security and the New World Order ft. Palo Alto Networks’s Nikesh Arora
Nikesh Arora, Sonya Huang, Pat Grady, Jim Goetz
Nikesh Arora outlines a shifting AI landscape where falling development costs enable specialized models while warning that premature agency requires rigorous "AI firewalls" to mitigate real-time cyber threats and hallucinations. He details Palo Alto Networks' strategy of acquiring only category leaders under strict co-authorship agreements, a tactic designed to preserve agility amidst a predicted five-year battle between autonomous agents. Additionally, Arora forecasts a regulatory bifurcation for critical infrastructure alongside a market split between enterprise-grade specialized systems and consumer-focused general-purpose AI.
Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260
Jonathan Ross, Harry Stebbings
Grok CEO Jonathan details a strategy where the company generates $1.5 billion in revenue by utilizing specialized LPU architectures to deliver inference services at five times lower costs than NVIDIA while scaling from 640 to over 40,000 chips. The organization prioritizes geometric capability gains through synthetic data and maintains a lean 300-person team to bypass memory bottlenecks and secure power deals with Saudi entities. This approach positions Grok to capitalize on an impending data center power oversupply while aiming to revolutionize longevity and solve complex alignment challenges within a decade.
- The Economist25 min
Munich insecurity conference: a re-ordering begins
Jason Palmer, Zannie Minton-Beddoes, Shashank Joshi, Anne Rowe
The 2025 Munich Security Conference marked a historic rupture in transatlantic relations as Vice President J.D. Vance framed internal European political fractures as the primary security threat, prompting a swift diplomatic backlash from Chancellor Olaf Scholz and an emergency summit convened by President Emmanuel Macron. Amidst contradictory US signals regarding Ukraine negotiations and potential troop withdrawals, European leaders like Zelenskyy and Starmer began rallying around the concept of a new European defense force while demanding direct inclusion in peace talks. These tensions have fundamentally shifted alliance expectations, forcing NATO members to prepare for defense spending exceeding 3% of GDP and accelerating the decoupling of European security strategy from unpredictable American policy.
- The Diary Of A CEO1h 58m
The Sex Psychologist: We're Not Having Enough Sex! Fat Makes You Attractive! Dr Bill Von Hippel
William von Hippel outlines a global crisis driven by declining fertility, rising social isolation, and the evolutionary mismatch between modern autonomy and the human need for connection. By analyzing data on happiness across cultures, dating dynamics, and the negative impacts of digital substitution, the presentation identifies that prioritizing individual status over community reduces long-term well-being. To address these systemic issues, the speaker proposes a framework of five happiness pillars centered on family, active connection, and presence, while arguing that perfect real-time justice remains the single most effective intervention to stabilize human society.
- Milken Institute1h 4m
Genes, Galaxies, & Discoveries: Engineering New Advances in Modern Science | Global Conference 2024
Susan Karlin, Steve Altemus, Cara Altimus, Josh Denny, Reed Jobs, Kathryn North, Sue Carlin, Cara Ultimates
A panel of experts analyzes a global paradigm shift where isolated research initiatives evolve into collaborative "moonshot" projects driven by commercial space markets and large-scale biomedical data sharing. Key figures discuss how fixed-price government contracts and risk-tolerant philanthropy have catalyzed private sector innovation in lunar economies, while the "All of Us" program and GA4GH work to standardize diverse genomic data for precision medicine. Looking forward, these converging sectors aim to reduce sequencing costs to $100, expand gene therapies to complex diseases, and implement "learning health systems" that integrate real-time data into clinical practice.
- a16z37 min
Reasoning Models Are Remaking Professional Services
Hebbia, founded by George, positions itself as an AGI-native platform designed to automate complex, high-stakes financial workflows by leveraging scaling laws and deep research capabilities to process proprietary, unstructured data. The platform delivers quantifiable ROI for buy-side firms by reducing due diligence time from weeks to seconds and enabling analysts to screen 137% more opportunities through pre-built agents and infinite context windows. Looking forward, the company aims to transform private markets into a structured ecosystem similar to the Bloomberg Terminal while driving a broader economic shift where AI agents contribute over 50% of global GDP within a decade.
- 80,000 Hours2h 49m
Technological inevitability & human agency in the age of AGI | DeepMind's Allan Dafoe
Defoe argues that macro-historical technological shifts are driven by structural competition rather than individual agency, a perspective shaping his work at Google DeepMind's Frontier Safety team to integrate safety governance directly into high-level decision-making. He advocates for "differential technological development" and "Cooperative AI" to address risks beyond simple alignment, while recent evaluations of Gemini reveal moderate risks in persuasion and self-reasoning that necessitate staged deployment frameworks. Beyond immediate safety protocols, the discussion highlights AI's potential to revolutionize sectors like healthcare and transportation, urging social scientists to join the effort in managing these emerging structural and geopolitical challenges.
- Y Combinator14 min
How Blake Scholl Built The First Independent Supersonic Jet
Boom Supersonic, founded by former Amazon and Groupon engineer Blake Schull, is advancing its XB-1 supersonic prototype to validate the technical feasibility of a next-generation airliner. This initiative aims to replace the Concorde with the Overture, a 65-passenger aircraft utilizing sustainable fuel and sonic boom mitigation technology to enable overland travel. By prioritizing business-class pricing and targeting commercial operations by 2029, the venture seeks to overcome the historical economic failures of supersonic flight through a lean development strategy.
Solly Solomou, Founder & CEO @ LADbible Group: From Penniless Shop Offices to Public Company | E1259
Solly Solomou, Harry Stebbings
Founder of Lab Bible built a media empire with minimal initial capital by prioritizing profitability and strategic acquisitions, eventually taking the company public on the London Stock Exchange to raise £120 million. The business now commands over 500 million global followers through verticals like Unilad and Betches, while expanding into social commerce and artificial intelligence to dominate the digital entertainment sector. Facing challenges from rapid scaling and a shifting market from traditional media, the organization maintains a culture focused on momentum and direct communication as it considers a future US dual listing.
- Goldman Sachs22 min
FedEx founder & chairman Fred Smith on transforming global logistics
FedEx founder Fred Smith established a revolutionary hub-and-spoke logistics network grounded in military matrix management and the "People, Service, Profit" philosophy to scale operations globally while retaining key talent. Under his leadership, the integration of real-time tracking with a massive air and ground fleet enabled the company to handle approximately six percent of U.S. GDP and provide unique economic data insights into consumer trends. Today, Smith emphasizes that maintaining defensible competencies in artificial intelligence and digital transformation is critical for navigating the rapid market shifts that threaten legacy business models.
- Goldman Sachs26 min
Tariffs: What’s ahead and why it matters
Alec Phillips, Joseph Briggs, Kamakshya Trivedi, Alison Nathan
Starting February 1, 2025, the administration implemented a 10% tariff on Chinese imports and delayed measures against Canada and Mexico while accelerating steel and aluminum duties to 25% with no exemptions. This unprecedented two-week escalation compresses trade war dynamics into a single window, projecting a mid-single-digit rise in effective U.S. tariff rates that could slow American growth by 25 basis points and push core inflation to 2.6% by year-end. As global central banks diverge with the Federal Reserve adopting a slightly hawkish stance, investors are increasingly hedging against dollar strength while anticipating a pivotal April 1 report on structural tariff mechanisms.
- The Economist25 min
Love match: Modi-Trump’s tariffs tussle
Modi, Trump, Jason Palmer, Rosie Bloor, Kira Khuyu, Leo Morani, John Fassman
At the White House, President Trump and Prime Minister Modi advanced a "mega-prosperity" partnership marked by the "MIGA" slogan, even as trade tensions over reciprocal tariffs and immigration enforcement disputes threaten the $200 billion bilateral relationship. Concurrently, global aviation faces a decade-long crisis of eroding safety and shrinking airspace due to geopolitical conflicts, granting non-Western carriers a competitive edge while forcing Western airlines to cancel routes. In the entertainment sector, *Saturday Night Live* celebrates its 50th anniversary by maintaining structural consistency under Lorne Michaels' leadership, successfully adapting its political satire for the digital age to sustain high ratings during election cycles.