Latest Interviews
Showing 331–345 of 2,499 transcripts.
Clear all filtersInside Opendoor: The $2.8B Bet with CEO Kaz Nejatian
Kaz Nejatian, Molly O'Shea, Tobi Lütke, Keith Rabois, Max Weber
CEO Kaz has fundamentally restructured OpenDoor by slashing external spending, enforcing a return to in-office work, and automating property assessments with AI to shift the company from a legacy real estate model to a high-efficiency technical entity. Operating with a $1 annual salary and an intensely hands-on board, Kaz is prioritizing long-term execution over short-term stock performance while replacing standard management with Y Combinator founders to instill a rigorous "founder mentality." This aggressive turnaround aims to stabilize the balance sheet and revolutionize the broken housing market, accepting significant short-term attrition to build a sustainable, high-alpha business.
- Milken Institute24 min
A Conversation with BTG Chairman, André Esteves | Global Investors' Symposium São Paulo 2025
André Esteves, Christiane Pelajo, Cris
Global market volatility driven by US policy shifts and a K-shaped economic divergence has elevated Brazil's strategic position as a neutral food and data hub leveraging its clean energy matrix. While AI capital expenditures are reshaping the industrial landscape, the speaker projects Brazilian interest rates to fall from 15% to a 7–11% range provided the government implements a 2% of GDP fiscal adjustment to resolve macroeconomic contradictions. Ultimately, the nation's future prosperity hinges on replacing social aid with formal labor incentives and utilizing deep capital markets to fund infrastructure independent of external geopolitical luck.
- Milken Institute1h 0m
Reimagining Mental Health: Innovation at the Intersection of Care & Techn | Future of Health 2025
Rhitu Chatterjee, Amir Inamdar, Patrick Joseph Kennedy, Vik Kheterpal, Upali Nanda, Viviane Poupon
A global summit convened by leaders including Amir Nandar, Patrick Kennedy, and Viviane Poupon addresses a $6 trillion economic burden caused by mental health conditions through integrated strategies spanning pharmaceutical innovation, digital equity, and architectural intervention. Participants highlighted breakthrough therapies like Cybin's CYP003, successful biophilic design projects that reduced medication usage by 30%, and digital monitoring initiatives that engaged 81% of bipolar patients to bridge the gap between chronic care and primary prevention. The gathering concluded with a unified call to reframe mental health as "brain health," urging policymakers to establish liability frameworks for AI and social media while leveraging public-private partnerships to scale accessible, preventative care models globally.
- The Economist7 min
Has Putin pushed Russia’s economy too far? | The Economist
Putin, Arkady, Adam, Zannie, Al-Qadi
Russia has incurred approximately 1.2 million total casualties in a conflict where President Putin's reliance on a paid mercenary force drawn from rural areas prioritizes fiscal containment over social cohesion. This strategy has accelerated the country's transition into a war economy, creating a fiscal drag that has pushed the budget deficit to 2.6% of GDP while forcing the state to extract capital from investment and civilian living standards. Although an immediate macroeconomic collapse remains unlikely, experts warn that current recruitment incentives and resource diversion are eroding long-term state power by consuming future potential faster than it can be replaced.
- Milken Institute47 min
The Infrastructure Imperative: Mobilizing Capital for a Resilient Economy | GIS São Paulo
Anya Prusa, Tufi Daher, Karen Fang, Laurent Fayollas, Michael Kelly, Tanya, Eliane
Industry leaders and institutional investors gathered to address the $2.1 trillion global clean energy finance landscape, emphasizing the critical need for stable public policies and de-risking instruments to unlock capital for projects ranging from Brazil's TransNordestina railway to Canada's $15 billion Growth Fund. The panel highlighted emerging technologies like advanced geothermal and carbon capture alongside the transformative potential of AI in grid optimization, while noting that demand-side behavior change and Indigenous legal reforms are essential drivers for scaling decarbonization efforts. Ultimately, the discussion concluded that achieving a balance between affordability, security, and sustainability requires overcoming geopolitical supply chain risks and shifting political focus toward concrete project execution in resource-rich but underfunded regions like Africa.
- Milken Institute31 min
Opportunities in Sustainability: Voice of Global Investors | Global Investors' Symposium São Paulo
Patricia Torres, Clara Barby, Tony Lent, Jens Nielsen, Wolfgang Schwerdtle
A recent high-level forum brought together investors from GIC, the World Climate Foundation, and Just Climate to align capital strategies with Brazil's mandate to cut greenhouse gas emissions by 59% to 67% below 2005 levels by 2035, prioritizing land use and agriculture over traditional energy transition. Participants identified a maturing market where average deal sizes are rising to $30 million, yet emphasized that overcoming data gaps and currency risks requires innovative financial instruments like off-take guarantees and specialized intermediaries. The dialogue concluded with a unified call for asset owners to appoint dedicated NBS executives and reallocate 2–3% of assets by 2025 to support scalable nature-based solutions that bridge the gap between venture and infrastructure capital.
- The Economist16 min
How to play chess like a grandmaster | The Economist
This analysis positions chess as a rigorous framework for human cognition, illustrating how expert players balance intuitive pattern recognition with deliberative calculation across the game's three distinct phases. The discussion highlights how modern AI engines, which prioritize probabilistic outcomes over traditional material evaluation, have paradoxically driven human players toward more aggressive and creative styles rather than rendering the game obsolete. Ultimately, the enduring surge in chess popularity despite AI dominance serves as a resilient precedent for human adaptation in an increasingly automated landscape.
- The Economist7 min
Finland’s president: are Europe and America’s interests still aligned?| The Economist
Alexander Stubb, Donald Trump, David Rennie
Recent US policy shifts driven by MAGA ideology and an "America First" pecking order have inflicted irreparable damage on transatlantic morale, despite maintaining strategic alignment on Arctic defense and containing Russian influence in Europe. While Finland has bolstered its self-reliant military with conscription and advanced weaponry, the alliance remains fragile due to lingering US control over critical assets like long-range missiles and Starlink capabilities. Bilateral cooperation continues through massive joint exercises in Northern Norway and Finnish acquisition plans, yet the relationship risks escalation if diplomatic off-ramps at venues like Davos fail to prevent trade wars or military threats over issues such as Greenland.
- Goldman Sachs16 min
The New AI Trades
In early 2026, software stocks suffered a 25% valuation collapse as forward earnings multiples compressed, while investors grappled with AI-driven disruption risks across sectors like legal and media. Simultaneously, five U.S. hyperscalers are projected to spend $660 billion on capital expenditures this year, a surge consuming 90% of their operating cash flows that has forced reduced buybacks and increased debt reliance. Amidst these headwinds, Goldman Sachs forecasts an S&P 500 recovery driven primarily by 12% fourth-quarter earnings growth and a market rotation toward cyclical sectors rather than AI-centric leaders.
99.9% of the internet is about to be AI?
World and Merge Labs have secured a direct $250 million partnership from OpenAI to simultaneously combat AI dominance by building a 37-million-user "Proof of Human" network and developing a high-bandwidth brain-computer interface through a new research division. Led by Alex Blania and featuring founding members from Caltech and Forrest Neurotech, the initiative aims to integrate biometric verification into major platforms within months while advancing minimally invasive neural technology with a 15-year consumer roadmap. These dual ventures utilize zero-knowledge cryptography and ultrasound-based sensors to create an anonymous, privacy-preserving ecosystem that generates revenue through network integration fees rather than data sales.
- The Economist6 min
How to protect your investments from an AI bubble | The Economist
Investor sentiment regarding artificial intelligence has shifted from optimism to apprehension as analysts draw parallels between current valuations and historical technology bubbles where share prices vastly outpaced earnings. While traditional hedges like bonds and gold have proven unreliable during recent market turbulence, experts highlight high-dividend and low-volatility equities as more effective defensive strategies. Ultimately, the prevailing consensus advises against timing exits during downturns, reinforcing a long-term "buy and hold" approach as the most robust method for navigating potential market corrections.
- Milken Institute54 min
End of an Era A Conversation With NBA Great Kobe Bryant | Global Conference 2016
In a candid reflection on his 20-year career, Kobe Bryant explains that his retirement was driven by an internal desire to pivot to storytelling and media rather than physical decline, a decision made independent of team performance or his 60-point finale. Throughout the interview, he details an evolved leadership philosophy centered on "brutal honesty" and the "hero-villain" dynamic, while affirming his enduring mentorship bond with Michael Jordan and reconciled relationship with Shaquille O'Neal. Bryant concludes by urging athletes to cultivate passions outside of sports during their prime, highlighting his current focus on creating fantasy-infused narratives through his "Kobe, Inc." ventures to transform how sports stories are told.
- a16z1h 5m
Inside The Life of Silicon Valley's First Athlete Investor | Magic Johnson
Magic Johnson, Chris Lyons, Earvin "Magic" Johnson, Michael Ovitz, Dr. Jerry Buss
Magic Johnson outlines the strategic transformation of sports franchises into billion-dollar assets, highlighting how ownership shifts toward equity over endorsements and leveraging high consumer demand alongside mobile streaming trends. He details a diversified investment philosophy that prioritizes cash-flow-positive sectors like healthcare infrastructure and AI, while emphasizing the critical need for athletes to build capital reserves and secure mentorship to navigate complex deal executions. Ultimately, Johnson advocates for a collaborative approach where established figures share knowledge and networks to democratize business access, enabling the next generation of athlete-entrepreneurs to capitalize on emerging markets such as women's sports and the NIL economy.
- a16z48 min
AI Markets: Deep Dive with a16z's David George
A leading investment firm projects the AI product cycle as a decade-long growth engine that is accelerating revenue across all quartiles while driving hyperscalers toward $5 trillion in cumulative CapEx by 2030. This thesis is supported by operational shifts where AI-native companies achieve superior revenue per employee and faster adoption rates, alongside portfolio successes in sectors ranging from legal tech to healthcare that validate high-utility models. Despite concerns regarding supply constraints and changing valuation metrics, the analysis concludes that current market dynamics are underpinned by genuine earnings growth rather than speculative froth, with profitability and successful change management identified as the primary drivers of future market leadership.
- Milken Institute1h 3m
Looking Back: A Conversation With Five-Time Super Bowl Champion Tom Brady | Global Conference 2018
Tom Brady confirmed his intention to play through the 2018-2019 season and into his mid-40s by attributing his longevity to the TB12 method's focus on pliability and his refusal to accept injury as inevitable. Addressing the Super Bowl LII loss and his relationship with Coach Bill Belichick, he defended the coaching staff's decisions while acknowledging his wife Gisele Bündchen's role in negotiating his retirement timeline based on family well-being. Beyond the field, Brady emphasized a leadership philosophy that prioritizes internal validation and organizational humility, aiming to inspire a broader cultural shift toward proactive health management.