Latest Interviews
Showing 361–375 of 2,108 transcripts.
Clear all filters- Sequoia Capital29 min
AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote
Pat Grady, Sonia, Konstantin Vargas
Sequoia Capital outlines a strategic framework for the AI opportunity, predicting that the sector will disrupt both software and services markets by shifting value from selling tools to selling outcomes. The firm emphasizes investing in companies that demonstrate durable adoption and functional data flywheels, noting that 2024 marked a transition from hype to utility in vertical applications like healthcare and law. Looking ahead, the presentation predicts the emergence of an agent economy where interconnected agents manage resources and tasks, potentially enabling a "one-person unicorn" era through new management strategies.
- Milken Institute56 min
Game Changers: Unlocking the Global Sports Economy | Global Conference 2025
Emmanuel Acho, Willow Bay, Sam Kennedy, Rich Paul, Alex Rodriguez, Jason Wright
Moderated by Emanuel Ocho, a panel of five high-profile sports leaders including Alex Rodriguez, Rich Paul, and Sam Kennedy detailed the economic transformation of women's sports and the strategic necessity of institutional capital for franchise growth. The discussion highlighted how shifting from altruistic models to revenue-focused ecosystems has driven record attendance and a 200% surge in sponsorship, while establishing that sustainable success relies on defining culture through face-to-face interaction and long-term investment patience. By addressing market gaps in media coverage and merchandise, these leaders argued that balancing fiduciary duties with player well-being is essential for navigating an era where athletes now control their own narratives and investors target high-growth asset classes.
- a16z26 min
Modernizing Warfare and Beyond
Liz McNally, Qasar Younis, Erin Price-Wright
The Defense Innovation Unit is accelerating the integration of dual-use commercial technology into the Department of Defense by partnering with companies like Applied Intuition to prototype and field software at scale. This strategy leverages new congressional flexibility and the Commercial Solutions Opening model to bridge the gap between agile industry innovation and military needs, addressing critical challenges in the Indo-Pacific against China's advancing autonomy capabilities. By prioritizing "dual fluency" talent and a venture-first procurement approach, DIU aims to modernize the defense industrial base and ensure the U.S. maintains a technological edge in software-defined warfare.
- Milken Institute50 min
The State of the Global Economy: Global Capital Markets | Global Conference 2025
David Faber, Waleed Al Mokarrab Al Muhairi, Jane Fraser, Jenny Johnson, Harvey Schwartz, Andrew Sullivan
Amidst rising tariff uncertainties and unsolvable fiscal deficits, major global investors from Carlyle, Mubadara, and Prudential are shifting capital allocation toward defensive balance sheets and the fastest-growing asset class, private credit. While short-term market volatility is expected as corporations delay supply chain transformations, long-term strategies increasingly prioritize U.S. assets and emerging markets like India alongside massive infrastructure investments in AI energy and data centers. Panelists project that despite immediate headwinds from regulatory burdens and debt concerns, artificial intelligence will ultimately drive superior productivity growth compared to fiscal policy measures over the next decade.
- All-In Podcast1h 35m
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
Trump, Aaron Levie, Ryan Petersen, Chamath, Jason, David Sacks
This panel discussion evaluates the Trump administration's first 100 days, highlighting a record-breaking 143 executive orders, an A+ rating for border security, and a projected $1 trillion in foreign direct investment driven by aggressive tariff strategies. Simultaneously, the conversation explores transformative shifts in the technology sector, where AI agents are evolving from simple chatbots into autonomous workflow systems that promise to disrupt software business models and address national security dependencies on Chinese supply chains. While praising the administration's dismantling of DEI initiatives and pro-open-source AI stance, critics within the group also raise significant concerns regarding rule-of-law execution, conflicts of interest, and the urgent need for clearer communication on specific economic incentives.
- a16z37 min
What Is an AI Agent?
Guido Appenzeller, Matt Bornstein, Yoko Li
Industry experts define AI agents as multi-step systems capable of dynamic reasoning and tool usage, distinguishing them from simple prompt wrappers despite widespread marketing inflation. Current market adoption is constrained by data silos, security gaps in authentication, and the technical difficulty of enabling non-deterministic models to interact reliably with fragmented user environments. Ultimately, the field is shifting toward specialized workflows and multimodal capabilities, with agents expected to become invisible infrastructure within two to five years rather than standalone products.
- a16z21 min
How to Enable a Manufacturing Renaissance
Bryon Hargis, Chris Power, Ian Cinnamon
Amid a strategic space race against China, Los Angeles-based startups Apex and Hadrian are scaling satellite manufacturing and automated defense production to counter rapid geopolitical shifts and a domestic labor crisis. Despite facing significant regulatory hurdles regarding energy infrastructure and permitting, these companies are successfully attracting top software talent to traditional aerospace roles by merging Silicon Valley innovation with industrial capacity. Their unified efforts aim to establish a resilient, onshored U.S. industrial base while pressuring policymakers to streamline export licensing and incentivize skilled trade careers.
- All-In Podcast17 min
Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀
JD Vance, Elon Musk, Sergey Brin, Peter Thiel, Megyn Kelly, Mearsheimer, Sachs, Travis Kalanick, Marc Benioff, Woody Hoburg, Chamath, Jason, Friedberg, TheZachEffect, Zach
The Year Three conference featured a diverse lineup of high-profile guests, including Vice Presidential candidate J.D. Vance and Elon Musk, who discussed political independence, AI development, and economic expansion amidst tight security. Notable speakers such as John Mearsheimer, Travis Kalanick, and astronaut Woody Hobart contributed to dynamic segments on geopolitics, enterprise software, and scientific scales that defined the event's unscripted format. The gathering concluded with social festivities and a forward-looking toast, highlighting the organizers' intent to foster debate through an eclectic mix of political, technological, and scientific discourse.
- Goldman Sachs26 min
Will tariffs lead to a recession?
Paul Krugman, Jan Hatzius, Oren Cass, Allison Nathan
Prominent economists Paul Krugman, Jan Hatzius, and Oren Cass debated the Trump administration's historic tariff expansion, which Krugman identifies as an unprecedented economic shock and Hatzius projects will reduce GDP growth by two percentage points while raising recession probabilities to 45%. While Krugman warns that policy uncertainty will stifle business investment and Hatzius cautions that the Federal Reserve faces a difficult trade-off between inflation and stagnation, Cass argues the measures represent a necessary structural correction to global supply chains that will eventually stimulate domestic production. The panel concluded that although immediate data lags obscure the full extent of damage, the severity of the downturn will ultimately depend on the Federal Reserve's ability to balance conflicting price and employment mandates against a backdrop of rapidly shifting trade policy.
- a16z39 min
The Dual-Use Founder: Vets Now Building For America
Matt Shortal, John Doyle, David Tuttle, Grant Jordan
Three former military officers and defense technology veterans founded Cape and related ventures to address the asymmetry between legacy, high-cost defense systems and modern low-cost threats like commercial drones. By rejecting traditional bureaucratic structures, these companies prioritize rapid iteration and dual-use technologies that serve both national security and critical infrastructure needs. Their collective strategy aims to bridge the funding gap between early-stage prototypes and large-scale deployment while advocating for faster government acquisition cycles to match commercial innovation speeds.
- Milken Institute58 min
New Horizons for Accelerating Drug Repurposing
Dr. David Fajgenbaum, Ray, Kristen, Marianne Clancy, Christine Colvis
Hosted by TRiN and Faster Cures, this webinar featured experts from EveryCure, CURE HHT, and NCATS to examine strategies for accelerating the repurposing of existing drugs for rare diseases. Presenters detailed how AI-driven knowledge graphs and patient-led advocacy successfully navigated financial, intellectual property, and regulatory hurdles to secure approvals for conditions like Castleman's disease and Hereditary Hemorrhagic Telangiectasia. The session concluded with a consensus that generating clinical evidence and securing payment pathways are more critical than intellectual property protection for bringing generic therapies to new indications.
- Milken Institute1h 32m
South Korea at the Crossroads | Global Dinner Dialogues 2025
Vincent Park, Roxanne Davies, Joon Oh, Jenni Risku, Michael Wee, Laura Deal Lacey, Byoung Hwan Kim, Robin Hu, Hoon Lee, Timothy Reese, Taewon Yang, Richard Ditizio, John B. Quinn, Samuel Kim, JP Lee, Junghee Oh, Jongku Choi
The inaugural 2025 Milken Institute Global Dinner Dialogues in Seoul convened key financial leaders and policymakers to address South Korea's strategic pivot amid geopolitical shifts and domestic reforms. Chairman Byung-hwan Kim and global investors highlighted critical initiatives ranging from a 50 trillion Won technology financing vehicle to the National Pension Fund overhaul, while panelists outlined robust opportunities in AI, retail expansion, and shipbuilding despite looming US tariff risks. Ultimately, the forum underscored a consensus that resolving structural challenges and leveraging Korea's tech sovereignty will drive significant capital deployment and solidify the nation's transition into a premier global financial actor.
- Milken Institute30 min
Bottom-Up Growth: Little is the New Big | Finance Forum 2025
Dan Carol, Evan Feinberg, Michelle Moore, Lynn Overmann, Ryan Streeter
The 2025 Milken Institute Finance Forum, themed "Building Resilient Communities," convened leaders from the Civitas Institute, Groundswell, and Stand Together to launch the "Pathways to Capital" platform and debate bottom-up growth strategies for underserved areas amid declining federal funding. Panelists including Michelle Moore and Evan Feinberg highlighted successful models such as rural clean energy hubs and social service matchmaking tools that utilize data-driven capital stacking to reduce poverty and disaster costs. The event concluded with a consensus on adopting a "scout and scale" methodology and reforming top-down policies to better align with and fund local innovation for 10,000 communities.
- Milken Institute37 min
Driving Transformational Change in Finance | Global Investors' Symposium Hong Kong 2025
Kevin Lu, Marc Antaki, Timothy Reese
Kevin Liu moderated a panel with Tim of the Pennsylvania Municipal Retirement System and Mark of Mubadala to discuss how major institutional investors are leveraging long-term horizons and private market exposure to navigate macroeconomic volatility. The executives detailed strategic shifts toward emerging sectors like AI infrastructure and royalty assets while utilizing diversified portfolio constructions to mitigate risks from inflation and geopolitical instability. By prioritizing on-the-ground intelligence in Asia and adopting multi-scenario planning, these firms aim to transform unforeseen global challenges into catalysts for structural outperformance.
- Milken Institute42 min
Global Overview | Global Investors' Symposium Hong Kong 2025
Olivia Siong, Eric Anziani, Keyu Jin, Christian Stracke, Ke Yu
Panelists from PIMCO and industry leaders projected a cooler global economic trajectory for 2025–2026 while analyzing China's strategic pivot toward technological self-reliance amid real estate debt risks. The discussion highlighted a decisive regulatory shift in the United States, which reclassified Bitcoin as a strategic reserve asset and fostered a competitive race in Asia for digital currency infrastructure. Furthermore, speakers warned of a bifurcating geopolitical landscape that threatens debt sustainability while predicting a future convergence between blockchain settlement layers and agentic AI systems.