Latest Interviews
Showing 256–270 of 4,768 transcripts.
Clear all filters- Goldman Sachs19 min
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth
Recent U.S. economic data reveals unexpectedly resilient job growth and stickier inflation stabilizing near 3%, driven by geopolitical tensions in the Middle East and AI-related price measurement distortions. Goldman Sachs forecasts core PCE inflation to settle around 2.1% with real GDP growth of 2%, prompting expectations that the Federal Reserve will maintain current interest rates through July while shifting its policy stance toward neutralizing inflation regardless of its source. Despite market speculation regarding rate hikes, the primary economic risk remains a potential escalation of the Middle East conflict that could trigger sustained price increases and destabilize financial markets.
- All-In Podcast42 min
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Mark Cuban, Chamath, Jason, Friedberg
The current AI investment landscape is characterized by a distinct bubble where capital concentrated in private markets creates vulnerability for venture funds and data center overbuilding rather than systemic public risk. While enterprise adoption faces hurdles in autonomy and regulatory M&A restrictions, the sector is evolving toward world models and robotics, with startups leveraging reduced prototyping costs and geographic shifts to Texas and Florida to bypass coastal regulations. Simultaneously, political narratives are being reshaped by AI's potential to favor factual accuracy over engagement, even as diverse industries from healthcare to sports adapt by utilizing AI for data aggregation and shifting valuation metrics toward digital reach.
- 80,000 Hours1h 6m
What AI insiders say off the record | Jasmine Sun
Jasmine Sun, Zershaaneh Qureshi
A consensus among AI researchers predicts mass displacement of knowledge workers and the emergence of a permanent underclass, driving a critical brain drain where top talent concentrates in a few frontier labs to secure equity. This technological determinism is reinforced by a polarized ecosystem where safety concerns are weaponized as political slurs while a diverse coalition of "AI populists" organizes against corporate power without traditional unions to mediate the transition. Consequently, policy efforts face a high demand for action but a shortage of solutions, with success hinging on addressing public distrust rooted in inequality and building cross-issue coalitions with newly activated labor and environmental advocates.
- RAISE Summit18 min
Time to First Token: The Metric That Will Define Our Era | Nscale, VAST Data & NVIDIA | RAISE 2026
Kristin Zwez, Jeff Denworth, Rod Evans, Christine
Jensen Huang and Vast Data redefine AI infrastructure economics by shifting the primary metric from hardware utilization to Time to First Token, ensuring that billions in capital investments for massive GPU clusters yield immediate ROI. This evolution integrates storage directly into the core computer to maximize inference speed while driving a business model transition from hourly compute sales to token-as-a-service. Consequently, enterprises are advised to abandon legacy IT stacks in favor of fully integrated data computers and to prioritize executive ownership of AI adoption to avoid costly silos and ensure rigorous bottom-line execution.
- RAISE Summit20 min
Funding the AI Supercycle: IPOs, Liquidity & Growth | Nelson Griggs, Nasdaq | RAISE Summit 2026
Driven by a resurgence in IPO diversity and massive capital needs for AI infrastructure, the public market is experiencing its most active pipeline in over 25 years, highlighted by SpaceX's historic entry into the NASDAQ 100. Valuation benchmarks have shifted toward profitability and significant revenue scales, prompting a strategic pivot from "growth at all costs" to sustainable models while European tech firms increasingly bypass local exchanges for higher U.S. liquidity. Regulatory adjustments, such as NASDAQ's "fast entry" rules, are accelerating listings for mature mega-caps, setting the stage for a robust flow of billion-dollar offerings through 2026.
- RAISE Summit32 min
ALL-IN Podcast Live: Mati Staniszewski, Co-Founder & CEO of ElevenLabs | RAISE Summit 2026
Mati Staniszewski, Jason Calacanis
ElevenLabs has scaled to $600 million in annual recurring revenue with 600 employees while maintaining a 100% retention rate for its original research team. The company differentiates itself through an AI-optimized organizational structure, proprietary IP safeguards that have returned over $22 million to creators, and strategic partnerships with figures like Matthew McConaughey. Looking ahead, CEO Mati Golan aims to achieve a voice Turing test by year-end, leveraging assistive technology for medical patients and a model-agnostic platform to remain independent of larger AI developers.
- RAISE Summit24 min
ALL-IN Podcast Live: Pat Gelsinger, Partner at Playground Global | RAISE Summit 2026
Pat Gelsinger, Jason Calacanis
Intel's strategic decline is attributed to a shift from technical to financial leadership that prioritized shareholder returns over R&D, resulting in missed fabrication opportunities and the loss of key markets like Apple and NVIDIA. In response, CEO Pat Gelsinger is driving a foundry pivot and onshoring initiatives under the CHIPS Act to rebuild manufacturing capacity while navigating geopolitical risks centered on Taiwan's vulnerability. Concurrently, the broader semiconductor landscape is expected to mature through a multi-decade AI expansion constrained by energy limits, alongside anticipated quantum computing breakthroughs by 2030 that will redefine computational capabilities.
- RAISE Summit22 min
RAISE Summit Opening: A Fireside with Mark Cuban & Anton Osika, Lovable | RAISE Summit 2026
Lovable enables founders, small businesses, and enterprise teams to generate over one million projects weekly by translating plain English descriptions into fully hosted, secure, and monetizable software solutions. The platform has driven significant cost savings, such as a million dollars annually for the healthcare staffing firm Nursa, while empowering non-technical users to act as "AI co-founders" by automating setup tasks like global payments and data governance. Looking ahead, Lovable aims to evolve from a code generation tool into a strategic business advisor that leverages agentic workflows to optimize customer acquisition and internal operations without requiring traditional engineering resources.
- RAISE Summit20 min
State of AI Infrastructure: What's Powering AI Today | IREN, Mirantis & NVIDIA | RAISE Summit 2026
Kent Draper, Alex Freedland, Dion Harris, Henri Delahaye
Industry leaders from Iron, NVIDIA, and Mirantis convened to address the critical bottleneck of energy and physical infrastructure limiting the global AI race. The panel outlined a strategic shift toward vertical integration and open standards, exemplified by Iron's European expansion for sovereign AI and NVIDIA's launch of an API-centric ecosystem to streamline compute consumption. Success in this sector now hinges on synchronizing rapid software orchestration with the slower deployment of power grids and data centers to bridge the widening supply-demand gap.
- RAISE Summit18 min
Creativity in the Age of AI | NYSE, Canva & Anthropic | RAISE Summit 2026
Michael Harris, Duncan Clark, Guillaume Princen
Canva executives and Anthropic leaders outlined a strategic convergence where AI acts as a workforce amplification tool rather than a replacement, evidenced by Canva's internal hackathons and Anthropic's enterprise focus on data trust. Their collaboration highlights a shift toward agentic capabilities by 2026, enabling automated workflows like the new Affinity Pro integration and scaled design customization for global marketing teams. The discussion forecasts that ecosystem connectivity and context will drive a 2027 milestone where AI surpasses top human expert performance, fundamentally compressing industry progress timelines.
- RAISE Summit41 min
ALL-IN Podcast Live: Mark Cuban | RAISE Summit 2026
Mark Cuban attributes recent NBA parity shifts to new salary cap rules that prevent three-peats while analyzing Jalen Brunson's franchise-driven move to the New York Knicks. He warns of an artificial AI valuation bubble fueled by private capital and warns that without breakthroughs in energy efficiency, massive data center investments risk becoming stranded assets. Concurrently, Cuban argues that AI will augment rather than replace white-collar workers, citing immediate benefits for entrepreneurs in prototyping and potential transformations in precision healthcare through integrated wearable data.
- a16z1h 20m
Why Physical AI Is the Next Frontier | Applied Intuition with a16z
Marc Andreessen, Erik Torenberg, Qasar Younis, Peter Ludwig
Founded by Peter Cawthorne, Applied Intuition is launching its "Dana" platform to democratize the development of physical AI for non-automotive sectors like mining, agriculture, and defense. Operating as a horizontal technology provider similar to Nvidia, the company leverages a decade of proprietary data collection and rigorous safety validation to help clients navigate the complex hardware integration required for real-world autonomy. With over $1 billion in cash reserves, the firm aims to scale operations that could outperform traditional digital giants within the next 25 years while challenging legacy manufacturing models through vertical-free deployment.
- Bank of America6 min
Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand
T.J. Thornton, Candace Browning
Civita "Supermanian" projects a robust Q2 2026 earnings season driven by a 28% year-on-year EPS growth forecast, with technology and semiconductors leading the charge despite IBM's record-breaking stock decline. In the consumer tech sector, Netflix faces intense valuation scrutiny over declining engagement metrics and a 50% stock pullback, even as analysts debate the longevity of its ad-supported revenue model against competition from short-form platforms. Concurrently, global agriculture confronts severe supply risks from Northern Hemisphere heatwaves threatening EU corn output, while US Treasury markets navigate diminishing foreign demand as Japanese holdings stagnate and participation in auctions slips below 20%.
- Sequoia Capital52 min
Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself
Matan Grinberg, Sonya Huang, Pat Grady
Factory CEO Matan Cohen refunded nearly $2 million in early revenue to pivot the company from premature autonomous agents to a model-agnostic architecture that prioritizes customer obsession over vendor lock-in. By launching the Droid CLI and implementing a "Model Router" that dynamically allocates tasks between open-weight and frontier models, the firm has shifted its business model toward outcome-based pricing that replaces token consumption with result-oriented billing. This strategy positions Factory to navigate an impending market correction while transitioning enterprises from synchronous tool usage to asynchronous "dark factories" that autonomously resolve complex issues.
- RAISE Summit20 min
ALL-IN Podcast Live: Max Junestrand, CEO & Founder of Legora | RAISE Summit 2026
Max Junestrand, Jason Calacanis
Legora has accelerated to over $100 million in annual revenue while deploying a specialized "legal engineer" workforce to integrate AI-driven end-to-end agents for enterprise legal operations. The company differentiates itself through narrow, fine-tuned models and a proprietary data moat that replaces manual contract review and reduces transaction timelines to as few as twelve days. By compressing legal costs by up to 90% and bypassing the inefficiencies of traditional law firms, Legora is disrupting a market dominated by legacy providers like LexisNexis with a strategy focused on rapid scaling and cross-jurisdictional compliance.