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  1. Milken Institute20 min

    A Conversation with IMF Managing Director Kristalina Georgieva | Global Conference 2025

    Kristalina Georgieva, Gerard Baker

    Following an IMF downgrade of the global growth forecast to 2.8%, Managing Director Kristalina Georgieva addresses diverging inflation trajectories and rising fiscal constraints while urging China to undertake structural reforms to shift toward domestic consumption and reduced state intervention. Amidst a volatile trade landscape marked by the erosion of fair trade mechanisms and a transition to new economic equilibriums, policymakers are prioritizing bilateral agreements and supply-side productivity enhancements to stabilize financial markets and foster sustainable expansion. This strategic pivot seeks to navigate "off the charts" uncertainty by balancing emerging market resilience against the severe deflationary pressures in China and the debt challenges facing advanced economies.

  2. Goldman Sachs17 min

    How Warsh Could Shape Fed Policy

    Kevin Warsh, Rob Kaplan, Alison Nathan

    Following the Justice Department's decision to drop its investigation of Jerome Powell, the Trump administration expects Kevin Warsh to be confirmed as the next Fed Chair by June. Warsh, a former "lieutenant" to Ben Bernanke who views quantitative easing strictly as an emergency tool, plans to collaborate with Treasury Secretary Bessent to manage the balance sheet while prioritizing a reduction in the Federal Reserve's communication burden through the potential elimination of the dot plot. This strategy aims to navigate sticky inflation and geopolitical uncertainties that have pushed market rate cut expectations into 2027, requiring Warsh to build consensus among diverse FOMC members to secure seven votes for any policy shift.

  3. a16z58 min

    Aaron Levie on AI Adoption and Enterprise Workflows | The a16z Show

    Aaron Levie, Steven Sinofsky, Martin Casado

    Organizations are pivoting from failed centralized AI mandates to integrating autonomous agents directly into legacy workflows, necessitating significant architectural shifts beyond traditional hybrid software models. While token-gaming and system integration bottlenecks currently stifle productivity gains, the resulting increase in infrastructure complexity and code volume is projected to drive sustained demand for engineering talent rather than reduce it. This transition requires years of organizational change management to modernize fragmented data environments, ultimately creating a multi-decade opportunity for system integrators to bridge the gap between probabilistic machine users and rigid enterprise security protocols.

  4. The Economist6 min

    Why does political violence seem to be getting worse in America? | The Economist

    John Prideaux, Rosie Blau

    During the White House Correspondents' Dinner, 31-year-old Cole Thomas Allen breached the Hilton Hotel security checkpoint to attempt an attack on President Trump before being tackled by police. The incident forced an immediate evacuation of the ballroom, resulted in an officer injury, and triggered a review of Secret Service protocols following the shooter's prior claims of lax access measures. While President Trump utilized the event to advocate for new defensive infrastructure and praised the agency's response, experts warn that despite a perceived rise in political violence, the long-term impact on governance and approval ratings will likely remain tied to broader economic conditions rather than the assault itself.

  5. Goldman Sachs18 min

    Winning the Right to Invest: 20VC’s Harry Stebbings

    Harry Stebbings, Bobby Molavi

    Harry Cassell reframes media distribution as a critical weapon for securing investment rights, leveraging a data-driven content strategy that generated $6.1 million in 36 hours to differentiate his platform from traditional venture capital models. Critiquing the current market's saturation by large multi-stage funds, he emphasizes founder empathy, specific personality traits, and a robust LP network to navigate an environment where capital is commoditized and growth expectations have shifted. Looking toward Europe, Cassell predicts a decade of massive company creation driven by lower barriers to entry and increased founder resilience, citing early successes like Lovable as evidence of a reinvigorated ecosystem ready to compete globally.

  6. The Economist10 min

    This vaccine could stop the next pandemic | The Economist

    Ainslie Johnstone, Alok Jha

    Advances in immunology over the last 15 years, highlighted by research from Mihaly Netea at Radboud University and a 2024 Stanford study, demonstrate that vaccines like BCG can epigenetically "train" the innate immune system to provide broad-spectrum protection. This emerging approach aims to deploy universal vaccines as a strategic bridge at the onset of pandemics or before flu seasons to maintain societal stability while waiting for highly specific variants to be addressed. Although current findings are limited by species differences, the proposed strategy envisions a complementary model where these broad-acting shots work alongside traditional vaccines to buy critical time against diverse pathogens.

  7. Y Combinator39 min

    Replit's CEO On The Only Two Jobs Left In The Company Of The Future

    Amjad Masad, Andrew Miklas

    Replit recently secured $400 million in Series D funding to achieve a $9 billion valuation while executing a strategic pivot toward "AI-native developers" who build software through natural language interactions with their Agent 4 system. By abstracting traditional coding behind multimodal AI agents, the platform enables non-engineers to rapidly deploy applications and reduce development costs by up to 70%, effectively shifting the company's focus from technical setup to high-level business orchestration. This product-led growth model empowers a diverse range of users, from solo entrepreneurs to enterprise teams, to accelerate idea velocity and build internal tools without requiring deep programming expertise or large engineering budgets.

  8. The Economist6 min

    What does The Economist’s election model predict for the midterms | The Economist

    Dan Rosenheck, Jason Palmer

    *The Economist*'s forecasting model predicts a 98% likelihood of Democrats flipping the House while estimating only a 48% chance of securing Senate control, heavily influenced by the President's low approval ratings and historical midterm trends. The Senate outlook hinges on winning key races in North Carolina and Michigan alongside successful Republican recruitments in Ohio and Alaska, as the party requires a 51-seat majority to overcome a structurally favorable map. Although the House projection assumes current district lines remain intact despite potential judicial interventions in Virginia and Florida, the Senate forecast explicitly accounts for primary uncertainty and the critical variable of candidate quality in competitive states.

  9. All-In Podcast1h 31m

    SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

    John Ternus, Tim Cook, David Sacks, David Freiberg

    David Sacks reported to the White House that President Trump is actively supporting AI development and private power generation, while SpaceX finalized a definitive agreement to acquire Cursor for up to $60 billion to leverage its GPU infrastructure against competitors. Simultaneously, the discussion highlighted severe distress in the SaaS sector driven by AI disruption and a major fraud indictment against the Southern Poverty Law Center involving hidden accounts and payments to hate groups. In health news, a Barcelona study identified the herbicide piclorum as a significant environmental trigger for a sharp rise in colorectal cancer among young adults, prompting calls for updated safety testing and regulation.

  10. Milken Institute57 min

    Storytelling, Strategy, & Innovation: Shaping the Future of Filmed Entertainment | Global Conference

    Julia Boorstin, Ravi Ahuja, Casey Bloys, Debora Cahn, Mike Hopkins, Pearlena Igbokwe

    Industry leaders at a recent strategic summit discussed the global streaming market's shift from subscriber expansion to profitability amid geopolitical trade uncertainties and rising overseas production costs. Executives from HBO, NBCUniversal, Amazon, and Sony outlined distinct platform priorities, such as maintaining premium weekly releases, leveraging live sports for audience aggregation, and rebundling third-party channels, while collectively rejecting AI as a creative replacement and favoring data for marketing over content greenlighting. The event concluded with predictions that the industry will see further consolidation, a resurgence of mid-budget adult films on streaming platforms, and a renewed strategic focus on live events to drive cultural conversation.

  11. Y Combinator10 min

    How To Build A Company With AI From The Ground Up

    Diana Hu

    This presentation argues that AI must function as a company's central operating system rather than a peripheral tool, driving a shift toward closed-loop systems that render the entire organization queryable for automated decision-making. In this model, traditional middle-management hierarchies are eliminated and replaced by AI agents that execute engineering tasks and manage workflows, allowing human leaders to focus on strategy as founders, builders, or directly responsible individuals. By leveraging these "AI software factories," startups gain a decisive advantage over incumbents to achieve tenfold velocity increases and operate with human headcount replaced by optimized token usage.

  12. Sourcery with Molly O'Shea33 min

    Skydio HQ Tour: The $3.5B Bet on American Drone Manufacturing with CEO Adam Bry

    Adam Bry, Molly O'Shea

    An autonomous drone network delivers 24/7 public safety operations by deploying units from charging docks to locate missing persons, track suspects, and inspect infrastructure without human pilots. The system utilizes Beyond Visual Line of Sight waivers and Pathfinder AI to execute complex missions across diverse hardware, ranging from the indoor R10 tactical unit to the high-speed F10 fixed-wing prototype. Through a transparency portal and continuous real-world stress testing, the company has integrated these force-multiplier tools into law enforcement culture while scaling production for imminent general availability.

  13. Goldman Sachs10 min

    Big Opportunities in Small Cap Equities

    Greg Tuorto, Chris Hussey

    Following a period of underperformance, small and mid-cap stocks present a valuation opportunity driven by anticipated Federal Reserve rate cuts, a robust earnings cycle, and surging M&A activity. Investment strategies focus on high-potential sectors including biotechnology, semiconductor capital equipment, and defense innovation while cautiously monitoring domestic manufacturing and onshoring trends. Analysts expect strong January performance to catalyze investor inflows, though the outlook remains tempered by the need for sustained software stability and gradual credit market normalization.

  14. The Economist9 min

    AI has got better at hacking—how big a risk is it?

    Tom Standage, Alex Hern

    Anthropic withheld its latest model, Mythos, from public release after it demonstrated the ability to autonomously identify and exploit critical software vulnerabilities, such as a 27-year-old OpenBSD flaw, with minimal human intervention. This decision follows evidence that AI scaling laws now enable automated systems to accelerate the vulnerability exploitation cycle from years to mere hours, drastically outpacing current defensive capabilities. While Anthropic employed responsible disclosure by patching the specific bug before sharing details, the incident highlights a growing risk that open-source models will soon democratize high-level cyberattacks.

  15. Y Combinator22 min

    How to Make Claude Code Your AI Engineering Team

    Garry Tan, Gary

    Gary Tan, President and CEO of Y Combinator, has launched GStack, an open-source framework that restructures AI coding assistants into specialized engineering teams to overcome current limitations in model scaffolding. The system utilizes skills like Adversarial Review and the Office Hours query to automatically identify design flaws, generate multiple UI variants, and process hundreds of daily pull requests without traditional to-do lists. With over 70,000 GitHub stars, GStack shifts developer focus from manual coding to strategic oversight, enabling the management of parallel AI sessions to accelerate software factory operations from ideation to production.