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  1. Goldman Sachs28 min

    Navigating the new geopolitical and technology landscape

    George Lee, Jared Cohen, Allison Nathan

    High geopolitical uncertainty and the rise of "swing states" are forcing a shift from broad regional strategies to country-specific tactics as nations leverage distinct advantages in technology and supply chains. With geopolitical drivers now overpowering traditional economic interests, major powers are engaging in asymmetric competition over critical technologies like semiconductors and AI, creating an "impedance mismatch" between slow government regulation and rapid technological evolution. To navigate this landscape, leaders must integrate deep geopolitical analysis with commercial insights to mitigate risks and capitalize on the emerging "geocommercial" opportunities across these fragmented global markets.

  2. The Diary Of A CEO1h 28m

    Tony Hawk: The Man With The $1.4 Billion Name! Burnout, Obsession & Regrets

    Tony Hawk

    Professional skateboarder Tony Hawk, who amassed a dominant record before pivoting to the "Tony Hawk's Pro Skater" game franchise for financial security, overcame a decade of injury risks to land the 900 and later utilized therapy to prioritize family over a hollow celebrity existence. His enduring legacy now spans a diverse business portfolio including Birdhouse Skateboards and The Skate Park Project, while his career longevity is sustained by shifting to low-impact technical maneuvers. Hawk advises that true mastery requires balancing 10,000 hours of skill development with emotional vulnerability and the courage to leave one's comfort zone.

  3. Dwarkesh Patel48 min

    Ilya Sutskever (OpenAI Chief Scientist) — Why next-token prediction could surpass human intelligence

    Ilya Sutskever

    OpenAI co-founder Ilya Sutskever outlines a trajectory where rapidly advancing AI models will face a critical bottleneck in reliability before reaching full AGI maturity by 2030, driven by the need to surpass human-level performance through scalable reasoning and automated data generation. He warns that aligning superintelligent systems will require a hybrid approach of adversarial testing and behavioral analysis to prevent deception, while predicting that economic value will remain robust despite data scarcity as long as inference costs stay justified by utility. Ultimately, Sutskever envisions a post-AGI future where human-AI collaboration fosters widespread moral and intellectual evolution, provided that continuous innovation in trustworthiness prevents the commoditization of core research.

  4. 20VC with Harry Stebbings49 min

    Dara Khosrowshahi: How I Became CEO of Uber; Uber Eats vs DoorDash; The Postmates Acquisition | E994

    Dara Khosrowshahi, Harry Stebbings

    Dara Khosrowshahi applies a philosophy of sustained excellence and calculated risk to guide Uber through its transformation from a crisis-ridden startup into a globally dominant logistics platform. By prioritizing marketplace technology over failed hardware ventures and correcting strategic missteps in delivery, he has successfully orchestrated complex supply-and-demand matching while shifting the board's focus from control to organizational success. His leadership approach emphasizes hiring for clarity of thought, maintaining a "plastic mind" to embrace mistakes, and allocating capital with a long-term perspective that balances Wall Street expectations with aggressive growth.

  5. Lex Fridman2h 24m

    Sam Altman: OpenAI CEO on GPT-4, ChatGPT, and the Future of AI | Lex Fridman Podcast #367

    Sam Altman, Lex Fridman

    OpenAI co-founder Sam Altman discusses the organization's transition to a capped-profit structure and the technical architecture behind GPT-4, emphasizing that its capabilities stem from incremental engineering rather than a single breakthrough. He outlines a strategy of "slow takeoff" for AGI development to prioritize safety alignment through Reinforcement Learning from Human Feedback while mitigating immediate risks like disinformation and economic disruption. Ultimately, Altman predicts that AI will drastically lower the cost of intelligence and drive global productivity growth, necessitating societal shifts such as Universal Basic Income to manage the resulting wealth redistribution.

  6. 20VC with Harry Stebbings6 min

    Bill Ackman wants to give $7000 to every baby

    Bill Ackman, Harry Stebbings

    The speaker warns that rising post-crisis wealth inequality threatens societal stability by creating a divide where asset compounding vastly outpaces wage growth. To counteract this, the proposal combines a universal "Baby Bonds" program funding $6,500 accounts for every newborn with tax reforms targeting loopholes like like-kind exchanges and unrealized gains taxes. While rejecting a broad 25% tax on appreciation for risking a liquidity crisis in startups, the speaker argues that closing specific loopholes to fund these bonds is essential for providing every citizen a permanent economic stake without harming business formation.

  7. 20VC with Harry Stebbings56 min

    Mike Maples: Lessons from SVB; Crisis Management Tips; USD's Status as the Reserve Currency | E993

    Mike Maples, Harry Stebbings

    Venture capitalist Mike Moritz warns that excessive currency printing and Federal Reserve errors have destabilized the global banking system, predicting a shift toward capital centralization in the "Big Four" banks by late 2023. He advises founders to mitigate these risks through rigorous scenario planning, maintaining liquidity across at least three non-correlated financial institutions, and adopting a crisis communication framework rooted in radical transparency. Furthermore, Moritz outlines shifting venture capital trends, noting that the capital-intensive nature of AI requires longer fund deployment timelines and a strategic focus on product-market fit over traditional board governance.

  8. All-In Podcast1h 34m

    E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

    Balaji, Calacanis, Chamath Palihapitiya, David Friedberg, David Sacks, Nick Carter

    A panel of financial experts and entrepreneurs critically analyzes the Federal Reserve's 25-basis point rate hike, arguing that the "middle path" fails to address the severity of the commercial real estate crisis and looming banking liquidity concerns. Key figures like Chamath Palihapitiya and Jason Sacks forecast a potential $2–3 trillion government bailout to stabilize the dollar and prevent a systemic collapse, while debating whether Bitcoin will serve as a hedge or face regulatory suppression. The discussion also covers the geopolitical fallout of a likely TikTok shutdown, the engineering breakthroughs of Relativity Space's Terran 1 launch, and warnings regarding an impending US debt ceiling default.

  9. a16z47 min

    The Marketplace 100: A Glimpse Into the Future of Commerce

    Connie Chan, Olivia Moore, Zach Cohen

    The 2023 a16z Marketplace 100 Report analyzed over 12,000 private companies using Consumer Edge transaction data to rank the top platforms by 2022 Gross Merchandise Value, highlighting that 34 new entrants joined the top tier including bootstrapped RockAuto in the top ten. The analysis identifies critical trends such as the shift from static search to video-driven discovery and gamification, noting specific successes by Whatnot and Temu while emphasizing curation as a strategy for trust and safety. Looking forward, the report predicts AI will lower barriers to entry for specialized marketplaces in sectors like home services and automotive, alongside a16z's upcoming podcast and newsletter series dedicated to these emerging metrics.

  10. The Diary Of A CEO1h 55m

    Robert Greene: How To Seduce Anyone, Build Confidence & Become Powerful | E232

    Robert Greene

    Author Robert Greene explores the internal nature of power and the necessity of confronting human "shadow" traits, while drawing on his personal history of a debilitating stroke and subsequent recovery to illustrate themes of resilience and radical gratitude. He argues that true mastery requires abandoning the illusion of passion in favor of dedicated apprenticeship and thousands of hours of repetitive practice, a standard he believes modern instant-gratification culture actively undermines. Greene further advises young professionals to prioritize deep learning over immediate salary and cautions against the seductive power of digital interaction, emphasizing instead the primal importance of non-verbal communication and emotional vulnerability in building genuine connections.

  11. 20VC with Harry Stebbings1h 2m

    Frank Fillmann: How I Boosted Revenue by $500M at Salesforce; Tips for Hiring Salespeople | E992

    Frank Fillmann, Zhenya Loginov, Harry Stebbings

    Sales leader Frank synthesizes decades of experience, from door-to-door knife sales to managing teams of 75, into a methodology prioritizing potential over experience and the creation of latent demand. He advocates for "servant-leader" managers who build repeatable playbooks starting with financial metrics to cut ramp times to weeks while aligning sales with customer success through early integration. This approach emphasizes hybrid forecasting, deep discovery, and selfless leadership to navigate economic uncertainty and secure high-value enterprise deals in a transparent, remote-first market.

  12. Dwarkesh Patel1h 38m

    Nat Friedman (Github CEO) — Reading ancient scrolls, open source, & AI

    Nat Friedman

    Co-founded by Nat Friedman and Daniel Gross, the Vesuvius Challenge has launched a competition to virtually unroll ancient carbonized papyrus scrolls from Herculaneum using 3D X-ray CT scans and neural networks. This open-source initiative aims to decode over 600 sealed scrolls that have remained intact for two millennia, potentially doubling the volume of surviving ancient texts. By leveraging a global pool of experts to solve complex geometric and computational hurdles, the project seeks to uncover lost historical records from a largely unexcavated library at the Villa of the Papyri.

  13. a16z54 min

    The Art and Science of Podcasting with Sriram and Aarthi

    Sriram, Aarthi, Elon Musk, Calvin Harris, Naomi Osaka

    Hosts Sriram and Arthi of "The Good Time Show" navigate a saturated podcasting market by balancing algorithmic data with authentic human connection to attract high-profile guests like Elon Musk and Mark Zuckerberg. They prioritize rapid iteration and multi-platform repurposing to build a dedicated community rather than a passive audience, while employing a strategic dynamic that leverages their contrasting personalities to refine content quality. Their approach challenges the notion of overnight success by demonstrating that sustainable growth stems from years of consistent output and the development of unique "trained perceptions" distinct from industry giants.

  14. 20VC with Harry Stebbings1h 7m

    Bill Ackman: SVB Collapse, Biden vs Trump, How I Lost $400M on Netflix, Bill's 10-Year Long

    Bill Ackman, Biden, Trump, Harry Stebbings

    Bill Ackman and David Berkowitz launched their partnership with a $3.1 million fund by leveraging a shared track record of high achievement and living together to minimize initial costs. Following significant setbacks during the 2008 financial crisis, Ackman restructured Pershing Square to invest exclusively in liquid large-cap public companies while maintaining a disciplined approach to position sizing based on the risk of permanent capital impairment. In current markets, Ackman advocates for immediate federal guarantees on all bank deposits to prevent runs, argues that persistent inflation requires the Federal Reserve to pause rate hikes, and proposes policy reforms such as universal baby bonds to address wealth inequality.

  15. The Diary Of A CEO1h 27m

    Fix Your Gut Health! The 4 Foods Fueling Inflammation & Disease! - Dr Will Cole

    Dr Will Cole

    Functional medicine practitioner Dr. Cole contrasts optimal health ranges with conventional diagnostic averages, addressing the widespread epidemic of metabolic and autoimmune disorders driven by chronic inflammation, intergenerational trauma, and nervous system dysregulation. He outlines a root-cause approach that integrates specific dietary modifications like the "Inflammatory Core Four" protocol, microbiome optimization, and strict technology boundaries to restore gut-brain axis function and lower pro-inflammatory cytokines. As the paradigm shifts toward this holistic model, Cole emphasizes that sustainable healing requires balancing advanced nutritional science with personal practices like grounding and stress reduction to overcome the physiological impacts of modern lifestyle stressors.