Latest Interviews
Showing 406–420 of 1,935 transcripts.
Clear all filters- All-In Podcast57 min
Winning the AI Race Part 5: President Trump on the AI Action Plan
President Trump, Chamath, Friedberg, Donald J. Trump, Nat, Jason Calacanis, Jacob Helberg, Doug Burgum, Howard Lutnik, Chris Wright, Lee Zeldin, Ted Cruz, David McCormick, Jensen Wong, Lisa Sue, Jeff Sprecher, Suzy Weil, Marco Rubio
The administration has secured major international trade and defense agreements with Japan, the EU, and NATO allies while establishing a universal tariff framework to pressure non-compliant nations. Domestically, the executive branch is accelerating energy dominance and AI development through the termination of the Green New Deal, the repeal of export restrictions, and the implementation of a federal standard that permits AI training on public data without creator consent. With key appointments led by David Sacks and the EPA, the government aims to achieve zero illegal border entries, trigger $17 trillion in private investment, and reclaim global manufacturing supremacy by 2026.
- All-In Podcast1h 5m
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Major U.S. corporations and government agencies are launching transformative public-private partnerships to secure critical supply chains for rare earth magnets, semiconductors, and AI infrastructure against global competition. These initiatives include a $400 million Department of Defense deal with MP Materials that guarantees price floors, TSMC and AMD achieving domestic silicon yields in Arizona, and massive energy projects by Crusoe and NVIDIA to build gigawatt-scale AI factories. While these ventures address severe domestic workforce shortages and high manufacturing costs, they collectively aim to establish a sovereign industrial ecosystem capable of supporting trillion-dollar markets in physical AI and advanced computing.
- All-In Podcast1h 34m
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power, Jacob Helberg, Jake Loosararian, Paul Buchheit, Laura DeVerdinas, Matt Troutman, Julie Nordberg, Sean, Paul Bluhite, Keith Raboy
The Trump administration has established winning the global AI race against China as a primary national security priority through an executive order mandating a nine-month action plan focused on deregulation, domestic infrastructure, and ecosystem expansion. This strategy leverages federal data and energy resources while rewriting Small Business Administration rules to facilitate industrial re-industrialization and support "physical AI" deployments across manufacturing and healthcare. Key outcomes include projected productivity jumps in defense and logistics, a surge in small business technology adoption, and a workforce shift toward upskilling blue-collar technicians rather than displacing workers.
- Milken Institute1h 1m
Words That Work: 2025 Edition | Global Conference 2025
The analysis outlines a sharply polarized American landscape where 80% of citizens view the nation as historically divided and demand tangible results over political rhetoric or abstract corporate values. It urges business leaders to abandon divisive terminology like "DEI" and "capitalism" in favor of resonant concepts such as "economic freedom" and "respect," while tailoring visual communications to evoke joy rather than fear. Without this strategic shift in language and imagery, the presentation warns that corporations face increasing legislative risks from a public backing wealth taxes and an unwavering political base that refuses to compromise.
- RAISE Summit20 min
H Company CEO, Gautier Cloix: Beyond the Hype Leading Agentic AI into the Enterprise
H-Company, founded by former DeepMind employees and led by former Palantir executive CEO, has secured a record €220 million seed round to deploy its "Holo One" computer user agents that operate natively on digital interfaces without predefined APIs. The firm employs a forward-deployed engineer model to rapidly iterate within complex legacy enterprises across Europe and the US, targeting major clients like LVMH and Amazon while prioritizing cost-efficient generalist AI over siloed tools. With the strategic goal of reducing administrative burdens in sectors such as healthcare by shifting doctors' non-clinical time from 70% to near zero, the company plans to onboard key enterprise customers by year-end to refine its platform before global scaling.
- Goldman Sachs33 min
Seth Klarman on Finding Value and Maintaining Discipline
Baupost Group's Scott Klarman articulates a 42-year investment philosophy that prioritizes capital preservation through strict margin of safety requirements and the avoidance of leverage, while evolving from traditional value metrics to include franchise value and private market dynamics. The firm's decision-making process relies on rigorous internal debate, pre-mortem risk analysis, and a culture that rewards intellectual honesty, allowing the team to navigate distressed assets and market volatility without succumbing to behavioral biases. Current portfolio construction maintains a balanced allocation across private credit, public equity, and real estate, explicitly targeting the downside risks posed by rising rates and commercial real estate stress while preparing the next generation for severe economic downturns.
- Milken Institute59 min
Eco Edge: Investing in a Clean Economy | Global Conference 2025
Leslie Kaufman, Areije Al Shakar, Mark Berryman, Nili Gilbert, Scott Jacobs
Representatives from Generate Capital, Carbon Direct, Capricorn, and BE Ventures convened to analyze the $9 trillion real asset opportunity required to decarbonize heavy industry sectors that currently command 40% of global fossil fuel consumption. While market metrics show a strategic shift from mission-driven to profit-driven models with private equity returns reaching the high teens, political uncertainty and the Inflation Reduction Act's implementation remain primary variables for the next 18 months. The panel identified specific growth vectors including AI-driven microgrids, industrial hydrogen, and small modular reactors as critical mechanisms to bridge the gap between economic viability and net-zero targets.
- Milken Institute51 min
Unlocking Health Data | Global Conference 2025
Richard Lui, Ramin Bastani, David Feinberg, Deborah Kilpatrick, Hon Pak
A panel of healthcare leaders from Healthvana, Oracle Health, Sonder Capital, and Samsung discussed the shift from data-rich but information-poor systems to liquid, human-centric models that prioritize patient trust and interoperability. The group highlighted how AI tools are already reducing clinical burnout, improving predictive accuracy for long-term health events, and enabling dynamic consent mechanisms to protect patient ownership. Looking toward a decade-long horizon, the speakers anticipate a paradigm shift where quantum computing and decentralized care empower patients to manage their health through seamless data integration rather than relying solely on traditional specialist visits.
- RAISE Summit27 min
Eric Schmidt & Andrew Feldman: The Race to SuperIntelligence
Cerebras Systems CEO Andrew Gerrandt asserts that the company's Wafer Scale Engine architecture delivers inference performance nearly two orders of magnitude faster than competitors, driving a market shift from training-dominant to inference-heavy workloads. This hardware acceleration, combined with strategic open-source adoption and co-designed software, has compressed industrialization timelines from decades to five years while exposing critical bottlenecks in global energy infrastructure and data sovereignty. As the industry navigates an uncharted S-curve of explosive growth, geopolitical competition and alignment risks now define the trajectory toward autonomous, on-device AI integration.
- Milken Institute1h 0m
Common Sense from Uncommon Investors | Global Conference 2025
Michael Milken, Victor Khosla, Marc Lipschultz, Robert F. Smith, Jonathan D. Sokoloff, Anne Walsh
On May 5, 2025, a panel of investment leaders including Anne, Jonathan, Robert, Mark, and Victor analyzed a geopolitical landscape upended by U.S. fiscal policy and trade shifts that have heightened market volatility and debt concerns. Despite these macroeconomic headwinds, the group highlighted robust opportunities within private equity, generative AI, and private credit, citing specific strategies such as expanding employee ownership, deploying "agentic" AI solutions, and providing stable capital for hyperscale infrastructure. The discussion concluded with a focus on governance and succession, emphasizing the necessity of shifting from short-term arbitrage to long-term value creation while mentoring the next generation of investment professionals to navigate structural market changes.
- RAISE Summit20 min
Eric Schmidt: AI and the Genesis of a New Epoch
Dr. Eric Schmidt characterizes the current technological landscape as a new epoch driven by the imminent arrival of reasoning-based AI, predicting that Artificial General Intelligence and superintelligence will emerge within four to six years. The discussion highlights a geopolitical divergence where the United States pursues capital-intensive closed-source models while China leverages open-weight systems, creating a strategic risk where global usage may outpace Western control. Schmidt concludes that massive infrastructure investment in compute capacity will outlast concerns of a market bubble, as autonomous systems will drive unprecedented growth in mathematics and software development independent of human data constraints.
- Milken Institute28 min
A Conversation with the President of Paraguay H.E. Santiago Peña | Global Conference 2025
Under President Santiago Pena's leadership, Paraguay has secured a positive credit outlook from S&P Global and a diversified economy driven by industrial growth and renewable energy exports. The government's strict "no shortcuts" fiscal policy and simplified tax regime have stabilized currency and attracted major foreign investment, particularly from Brazil's manufacturing sector and global tech firms seeking data center connectivity. As the nation pursues OECD membership and expands trade agreements with the EU and UAE, it positions itself as a top-performing Latin American economy with significant potential for green hydrogen and digital infrastructure development.
- Milken Institute1h 1m
Things That Will Blow Your Mind | Global Conference 2025
Richard Sandler, JC Btaiche, Rowland Illing, Christyl Johnson, Jeb Terry, Crystal Johnson
Led by moderator Richard Sandler, a panel of industry leaders from NASA, FUSE, AWS, and Cosm explored the technological interdependencies required to achieve sustainable lunar habitation by 2040, commercial fusion energy within a decade, and AI-driven healthcare advancements. Speakers detailed critical innovations ranging from NASA's use of digital twins and inflatable habitats for Mars missions to FUSE's "Radiation as a Service" model and AWS's multimodal generative AI applications that accelerate biological discovery. The consensus emphasized that while government funding is necessary, scalable progress in space, energy, and health relies heavily on structured public-private partnerships to incentivize private capital and navigate the growing energy demands of these transformative sectors.
- a16z49 min
America's Energy Problem: We Need A New Grid
David Ulevitch, Erin Price-Wright, Ryan McEntush, Aaron
This event addresses the critical ossification of the U.S. electrical grid, where aging infrastructure, severe transformer backlogs, and a dispersed skilled workforce have stalled megaproject development. Panelists argue that the solution lies in a decentralized "leapfrog" strategy combining on-site generation, Small Modular Reactors, and AI-driven management to bypass interconnection bottlenecks. The discussion highlights urgent investment opportunities in grid visibility software, industrial robotics, and supply chain diversification to meet the explosive power demands of data centers and EVs.
- Y Combinator27 min
Nobel Laureate John Jumper: AI is Revolutionizing Scientific Discovery
Google DeepMind leader John Jumper presents AlphaFold 2, an AI system that revolutionizes structural biology by accurately predicting protein 3D structures to bridge the massive gap between sequenced genes and experimentally solved forms. The technology's superior accuracy, validated by a thirty-fold reduction in error rates at CASP14 and the release of over 200 million predictions, has accelerated drug discovery and enabled novel applications like re-engineered molecular syringes for targeted therapy. This shift allows experimentalists to advance the pace of biological research by 5 to 10 percent, transforming AI from a narrow computational tool into a fundamental amplifier for scientific discovery.