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  1. All-In Podcast28 min

    Nasdaq CEO Reveals the Next Era Of The Stock Market - Adena Friedman | All-In Summit

    Adena Friedman, Chamath, Jason, Friedberg

    NASDAQ CEO Adina Friedman outlines the exchange's evolution into a global infrastructure provider managing $700 billion in assets while advancing tokenization and a potential 24/5 trading model. She emphasizes regulatory reforms to revitalize the IPO market and advocates for the inclusion of tokenized securities within a clear, SEC-guided ecosystem rather than unregulated crypto venues. Despite macroeconomic concerns over debt and private market liquidity, Friedman expresses unwavering confidence in the U.S. dollar's status as the global reserve currency and the Federal Reserve's data-driven independence.

  2. All-In Podcast31 min

    The Hidden Truth About the US Energy Grid: Subsidies, Demand & Rising Prices - Chris Wright

    Chris Wright, Secretary Wright, Chamath, Jason, Friedberg

    Secretary Wright outlines an aggressive nuclear and hydrocarbon strategy for the Trump administration, prioritizing regulatory reform and the deployment of Small Modular Reactors on federal land to counter China's rapid expansion in nuclear capabilities. By characterizing current climate policies as economically detrimental, the administration plans to redirect subsidies away from intermittent renewables toward dispatchable sources like natural gas and nuclear to support high-demand sectors such as AI data centers. This approach aims to maximize energy reliability and lower costs while shifting the national focus from climate-first mandates to a human-centric energy security framework.

  3. Milken Institute21 min

    White House Office of Science and Technology Policy Director Michael Kratsios | Global Conference

    Michael Kratsios, David Trulio

    The Office of Science and Technology Policy, under a directive from President Trump to Michael Kratzios, has established a national security mandate to secure unchallenged global technological dominance in artificial intelligence, quantum information science, nuclear energy, and biotechnology. This strategy employs a dual approach of promoting domestic innovation through deregulation and strategic R&D investment while protecting critical assets via strict export controls and research security measures designed to limit rival capabilities. The administration aims to operationalize this vision by aligning federal agencies to adopt American technology standards globally and by delivering a comprehensive AI Action Plan that balances scientific ethics with the urgent need for workforce reskilling.

  4. Sourcery with Molly O'Shea1h 13m

    The CEOs Behind America’s Next Frontier in Air & Sea Travel

    Adam Goldstein, Billy Thalheimer, Mitch Lee, Molly O'Shea

    Archer Aviation secures a $100 million investment to manufacture the Midnight eVTOL for the 2028 Los Angeles Olympics, while Regent Defense expands into maritime logistics with Sea Gliders that deliver rapid, low-detection resupply for the U.S. Marine Corps. ARC Boats accelerates the transition to electric watercraft through proprietary battery integration and software-driven automation, achieving zero-to-customer delivery in 24 months with a similar $100 million funding round. These three ventures collectively address critical gaps in urban air mobility, contested maritime supply chains, and sustainable recreational marine transport.

  5. Milken Institute58 min

    Modern Solutions for Parenting and Work-Life Balance | Global Conference 2025

    Alex Witt, Jeanette Betancourt, Becky Kennedy, Alexis Ohanian, Eve Rodsky, Maaren Shah

    A panel of five experts, including Reddit co-founder Alexis Rohanian and author Eve Rodsky, convened to address the systemic burnout and declining birth rates plaguing modern dual-income households. The discussion emphasized that parenting requires formal education and structural support, urging a shift from vague "helping" to clear ownership of domestic mental loads and advocating for universal paid leave policies. Consensus emerged that achieving true equity involves men transitioning from assistants to owners of household labor, while society must view child-rearing as a collective responsibility rather than an individual burden.

  6. Milken Institute1h 3m

    "What Faith Means to Me" | Global Conference 2025

    Richard Sandler, Sharon Brous, Francis Collins, Michael Dimock, T.D. Jakes

    A panel of religious and scientific leaders discussed how the U.S. is experiencing a plateau in religious affiliation alongside a pervasive spiritual identity, noting that pandemic-induced isolation exacerbated health crises and social division. Experts including Dr. Francis Collins, Bishop T.D. Jakes, and Rabbi Sharon Brous debated strategies to bridge the gap between faith and science while advocating for a shift from digital algorithms to authentic, in-person community building. The group concluded that overcoming societal polarization requires active listening, a rejection of misinformation, and a deliberate return to local connections to restore social cohesion.

  7. Milken Institute42 min

    AI and the Economy: Transformation and Disruption | Global Conference 2025

    Richard Lui, Roger Ferguson, Mark Minevich, Jason Alan Snyder, Lareina Yee

    Experts characterize the current AI landscape as an early-stage "supply shock" comparable to the industrial revolution, where technological advancements in agentic systems and compute far outpace the mere 1% of companies achieving maturity. This rapid acceleration has triggered a geopolitical race led by the US and China while exposing critical infrastructure bottlenecks in energy and skilled labor, necessitating a shift toward "Capitalism 3.0" to address widespread job displacement and ethical governance gaps. Ultimately, the event underscores that realizing the projected $200–300 billion in near-term revenue will require synchronized global collaboration on data standards, nuclear power solutions, and new societal frameworks to manage the transition from generative experimentation to autonomous action.

  8. Milken Institute1h 1m

    The Future of Asset Management | Global Conference

    Richard Ditizio, Raphael Arndt, Mike Gitlin, Matthew Harris, Bill Huffman, Jean Hynes

    Amidst a fracturing macroeconomic landscape and shifting geopolitical dynamics, leading asset managers are pivoting toward active strategies and AI-driven decision-making to navigate stagflation risks and capitalizing on a projected $100 trillion infrastructure opportunity. The event highlights a strategic convergence of public and private markets, where demographic shifts and an incoming $70 trillion wealth transfer are driving demand for sustainable alternatives and retirement solutions extended to 90 years of life expectancy. Ultimately, industry leaders anticipate a decade of market broadening and productivity booms, positioning the fusion of technology and traditional asset allocation as the primary engine for future alpha generation.

  9. RAISE Summit16 min

    Ori Goshen, Co-founder & Co-CEO of AI21 Labs: AI - All The Work!

    Ori Goshen

    AI21 co-founders Ori Goshen, Yoav Shoham, and Amnon Shashua launched Maestro, a model-agnostic platform designed to automate complex enterprise workflows by generating multiple execution plans and preventing compounding errors in multi-step tasks. Internal benchmarks demonstrate that integrating Maestro with existing foundation models significantly boosts accuracy and allows developers to control computational budgets while maintaining full visibility into agent reasoning. The company frames this technology within a "super productivity" strategy where automating routine tasks empowers humans to execute faster and solve underserved market problems rather than simply reducing headcount.

  10. Y Combinator28 min

    Michael Truell: Building Cursor At 23, Taking On GitHub Copilot & Advice To Engineering Students

    Michael Truell, Diana Hu

    Founded by MIT graduates led by Michael Truel, Cursor pivoted from failed ventures in CAD and encrypted messaging to launch a custom AI-driven code editor in late 2022 with an aggressive vision to automate the future of software development. Leveraging a strategic shift to API-based models and a product-led growth approach, the team scaled rapidly from one million users in 2023 to over 100 million in 2024, capturing approximately 80% of YC batches. This rapid adoption was driven by features emphasizing codebase awareness and speed, reinforcing the founders' long-term outlook that AI will transform the industry into a collaborative ecosystem where programming fundamentals remain critical for reviewing and editing AI-generated logic.

  11. Milken Institute1h 0m

    The Evolving Landscape of Asset-Based Finance and Securities Products | Global Conference 2025

    Ted Seides, Matt Miller, Jack Neumark, Madelaine O'Connell, Jason Steiner, Edwin Wilches

    Leading Asset-Based Finance managers including representatives from PGM, PIMCO, HPS, Fortress, and Bayview defined the sector as "private credit 2.0," focusing on securitizable income-generating assets like real estate and esoteric receivables to diversify beyond traditional corporate loans. While the panel consensus identifies homeowner resilience as a key defense against downturns, experts warn of rising subprime auto risks, FICO score distortions, and dangerous spread compression driven by record capital influx from insurers and pension funds. To navigate these dynamics, the group outlined divergent strategies ranging from maintaining "rent" models with originators to pursuing complex illiquid structures, all while emphasizing the necessity of rigorous forward-looking scenario analysis to manage deteriorating covenants and liquidity premiums.

  12. Milken Institute1h 2m

    M&A Metamorphosis: How Private Capital and Tech Are Reshaping Financial Markets | Global Conference

    Romaine Bostick, Anu Aiyengar, Aly Alibhai, Vanessa Dager, Jason Greenberg, Andrea Guerzoni, Ali

    Driven by political uncertainty and tariff-related volatility following the new U.S. administration's policies, global M&A volumes have declined significantly despite a previously robust 57% CEO appetite for deals. Current market dynamics favor selective, smaller transactions under $5 billion and continuation vehicles as corporations prioritize internal resilience and navigate heightened regulatory scrutiny across tech and cross-border sectors. While deal processes have stretched to years due to valuation renegotiations, industry experts maintain cautious optimism that activity may normalize in the second half of the year once policy clarity emerges.

  13. Milken Institute1h 2m

    Investing in a Shifting Economic Climate: The Asia-Pacific Outlook | Global Conference 2025

    Sarah Williamson, Mohamed Albadr, David Elia, Kate Galvin, Vasyl Nair, Pandu Sjahrir, David Allier

    Global institutional investors from Mubadala, Host Plus, Victorian FMC, Danantara, and TeamSuper convened to discuss diverging portfolio strategies amid US political uncertainty and a strategic pivot toward Asia-Pacific growth. Key participants outlined shifts ranging from Mubadala's 25% target for Asia exposure and Danantara's $1 trillion consolidation to Victorian FMC's active hedging of dollar risk against geopolitical fragility. The panel ultimately advised maintaining multi-decade horizons while prioritizing valuation discipline and geographic diversification to navigate a market defined by sector rotation and enduring reserve currency dynamics.

  14. Milken Institute56 min

    Mindfulness as Medicine: A Path to Resilience and Inner Peace | Global Conference 2025

    Avanti Kumar-Singh, Mary Fisher, David Kessler, Hala Khouri, Big Sean

    Four experts including Mary Fisher, David Kessler, Hala Khoury, and Big Sean convened to redefine mindfulness as an active, embodied practice essential for healing, social justice, and connecting across generational divides. The panelists argued that isolation is a primary trauma, advocating instead for community-based holding and reframing conflict as a catalyst for growth to transform personal loss into collective resilience. Drawing on their respective experiences with the HIV crisis, the grief process, systemic inequality, and parental legacy, the speakers promoted specific grounding rituals and resources like Grief.com to support post-traumatic growth.

  15. RAISE Summit13 min

    Alison Wagonfeld @ Google Cloud: Marketing in the AI Era

    Alison Wagonfeld

    Google Cloud marketing is pivoting from theoretical planning to active AI execution, targeting key challenges like staffing shortages and budget constraints through tools such as generative asset creation and the VO3 video model. This shift has redirected 75% of team focus toward strategic work while replacing expensive traditional production with self-service agents and real-time personalization features like location-aware digital billboards. As the industry enters a predicted "golden age of marketing," leaders are urged to embrace these transformative capabilities beyond simple workflow digitization to redefine customer interaction within the next two years.