Latest Interviews
Showing 406–420 of 2,502 transcripts.
Clear all filtersWarren Buffet & Charlie Munger's Greatest Lessons
Warren Buffet, Charlie Munger, David Senra, Molly O'Shea
In September 2025, podcaster David Senra pivoted from solo biography reviews to a new deep-conversation format titled "David Senra by David Senra," partnering with Sycom and securing Michael Dell as the presenting sponsor. The series distinguishes itself by targeting entrepreneurs with over a decade of sustained success, utilizing a massive database of 30,000 research notes to facilitate unscripted dialogues that prioritize durable business longevity over transient startup hype. Backed by a strategic rejection of standard advertising in favor of multi-year brand partnerships and a rigorous guest selection process, the show aims to become the definitive archive of wisdom for high-level founders.
- The Economist14 min
The most influential books of all time
Ollie, Catherine, Josie DeLapp
Hosts Ollie, Brian Aldiss, Catherine, and Josie DeLapp analyze how foundational texts like *Frankenstein* and *A Room of One's Own* shifted cultural paradigms from divine to human agency while establishing materialist requirements for creativity. The discussion further evaluates *Pride and Prejudice* and the *Harry Potter* series for their economic and social redefinitions of marriage and childhood, noting Rowling's controversial stance on gender as a flashpoint for debating the limits of artistic expression. Ultimately, the dialogue concludes that literature functions as a vital vehicle for conceptualizing the future and preserving human joy against purely ideological critiques.
Jeffrey Katzenberg's $2.8 Billion Fund
Jeffrey Katzenberg, ChenLi Wang, Molly O'Shea
Founded in 2016 by Jeffrey Katzenberg, Sujay Keshav, and Anthony Noto, WonderCo has evolved from an investment holding firm into a builder strategy that has generated eight startups and targets $400 million in annual free cash flow. The firm deploys capital ranging from $500,000 seed checks to $75 million for proprietary builds like Wonder Health, prioritizing founders with deep grit over standard benchmarks to navigate a predicted 2026–2027 market reckoning. Their portfolio includes major unicorns such as Cruise, Harvey, and 1Password, reflecting a philosophy that identifies critical gaps in markets ranging from longevity to workplace AI where immediate ROI and tangible utility are required for survival.
- a16z43 min
Where does consumer AI stand at the end of 2025?
Anish Acharya, Olivia Moore, Justine Moore, Bryan Kim
The analysis identifies a "winner-take-most" dynamic in the LLM market where ChatGPT retains dominance with nearly 900 million weekly users, despite significant growth in Google's Gemini desktop base and emerging competition from specialized startups. While major labs struggle with risk-averse product execution and internal compute allocation conflicts, 2026 is projected to trigger a consumer builder boom driven by unified multimodal models and shifting revenue models toward usage-based pricing. Experts predict this landscape will favor opinionated, standalone applications from startups over the incremental improvements offered by big technology incumbents.
- Milken Institute29 min
Visionaries of Tomorrow: A Conversation with Nova Sky Stories Founder & CEO Kimbal Musk | MEA Summit
Founded by Kimball Musk in 2022, Nova Sky Stories revitalized Intel's shuttered drone division by transitioning from unprofitable free displays to a cash-flow-positive model of ticketed narrative entertainment that employs top talent from Pixar and Marvel. The company has secured partnerships with Jeff Katzenberg and Pharrell Williams to execute major productions in 43 countries, including a historic 3,000-drone show at the Vatican and events for the Abu Dhabi royal family. Targeting a scalable market of two million ticket sales by 2026 through local fleet bases and localized storytelling, Nova Sky Stories aims to establish "Art in the Sky" as a profitable alternative to traditional concerts and theme parks.
Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano
Michael Mignano, Molly O'Shea, Daniel Ek
Michael Seibel, a partner at Lightspeed managing a $30 billion fund, argues that human creativity in devising novel business models remains the critical defense for AI startups against incumbent capabilities. He outlines a shifting investment landscape where accelerated funding cycles, larger check sizes, and a pivot toward early-stage user retention dynamics are reshaping how venture capital approaches generative AI opportunities. Additionally, Seibel predicts a transformation from the current creator economy to a "recommendation media" model while forecasting near-term IPOs for major players like OpenAI and Discord.
- All-In Podcast1h 18m
All-In x Kill Tony: A Hilarious Holiday Special
Tony Hinchcliffe, Chamath, Friedberg, Jason Calacanis, David Sacks
The All-In Podcast team hosted its second annual holiday party in San Francisco, featuring comedian Tony Hinchcliffe to fill the void of Chamath Palihapitiya while Jason Calacanis, David Sacks, and David Friedberg delivered personal roasts. During the event, the hosts presented their annual "Bestie Awards" to identify major business winners like NVIDIA and Alphabet alongside political and scientific winners such as the crypto industry and asteroid nucleic acid discoveries. The gathering also served as a platform to discuss free speech trends, comedy industry shifts, and future technological breakthroughs while mocking specific political and social figures.
- Milken Institute40 min
FinTech Mega Trends: The Disruption Revolution is Here | Middle East & Africa Summit 2025
Nicole Valentine, Her Excellency Deemah AlYahya, Rob Heyvaert, Rishi Khosla, Travis McGhee, Deemah AlYahya
This event establishes FinTech as a foundational economic pillar essential for global stability, highlighting critical infrastructure gaps that leave 1.3 billion people unbanked and necessitate trillions in investment to modernize legacy systems. It analyzes transformative market shifts toward democratized assets, AI-driven personalization, and "super apps," while noting rapid growth in the Middle East and Africa driven by a young demographic dividend and the looming $84.4 trillion wealth transfer. Finally, the discussion addresses the tension between regulatory fragmentation and innovation, advising professionals to join high-growth startups to tackle unstructured problems with a disruptive mindset rather than relying on traditional banking structures.
- Goldman Sachs24 min
Coinbase CEO Brian Armstrong: Propelling the Crypto Economy
Brian Armstrong, David Solomon
Brian Armstrong co-founded Coinbase in 2012 to bridge cryptocurrency and traditional finance, growing the platform into a publicly traded entity serving over 150 governments and 80% of Bitcoin ETFs. The company is currently transitioning its infrastructure toward an on-chain ecosystem through its Base Layer 2 solution and open-source AgentKit tools, which facilitate AI-driven payments and tokenized assets. Armstrong has further solidified the industry's political viability by mobilizing two million users to support pro-crypto candidates, positioning regulatory clarity as a prerequisite for the next decade of global financial innovation.
- Goldman Sachs35 min
Looking for Trends: One River Asset Management's Eric Peters
Eric Peters, a veteran trader and founder of One River, outlines a macro strategy combining systematic trend following and long volatility to navigate a global debt expansion era while advocating for Bitcoin as a sovereign-resistant collateral. His analysis projects a significant financial crisis within the next decade driven by unsustainable interest obligations, despite current government efforts to leverage AI and monetary policy to delay the inevitable. Peters emphasizes that a robust portfolio must dynamically hedge against these non-linear risks, leveraging historical data showing a 40x return over the S&P 500 since 2007 through this disciplined, non-directional approach.
- Goldman Sachs22 min
AppLovin's Adam Foroughi: The Power of a Startup Mindset
AppLovin CEO Adam Farooqi leads the $200 billion mobile technology firm, which leverages a lean 400-person core team and advanced neural networks to dominate performance marketing and generate over $4 billion in annual EBITA. Following a near-total valuation collapse after its 2021 IPO, the company executed a strategic $5 billion share buyback program that restored over $100 billion in market value and drove stock prices to approximately $600 per share. Farooqi sustains this growth by enforcing a culture of extreme operational efficiency, mandatory AI integration for internal workflows, and direct personal oversight of all key hiring decisions.
- Goldman Sachs27 min
Transforming Work Productivity with AI: Glean CEO Arvind Jain
Founded by Arvind Krishna to address enterprise productivity crises caused by fragmented knowledge, Glean has evolved from an internal search engine into an agentic AI platform that proactively executes business tasks while maintaining strict data security through permission-based access. The company is on track to facilitate one billion agent actions this year by leveraging a four-year head start in deep integration and specialized "thinking models" that minimize hallucinations. Krishna positions this technology as an augmentation tool designed to expand human potential and strategic capacity rather than replace teams, predicting that the majority of knowledge work will shift to proactive AI systems within five years.
- Milken Institute25 min
Luxury in the Middle East & Beyond: Cultivating Collaboration & Creativity | MEA Summit 2025
Stephanie Phair, Her Highness Princess Noura bint Faisal Al Saud, Michael Chalhoub, Gstaad Guy, Thomas Khoury
The Stardew Media group launched a satirical "bad guy" brand seven years ago to penetrate the top 5% of luxury consumers by leveraging humor to build trust with skeptical high-net-worth individuals, a strategy that successfully drove immediate sell-outs for partners like Loro Piana. Complementing this media success, the Shalhoub Group renewed its 25-year partnership with Louis Vuitton and launched the progressive resort lifestyle brand JL in Riyadh to reposition Saudi entrepreneurship on the global stage through community-focused real estate and sustainable production models. Together, these initiatives highlight a shifting luxury landscape in the Middle East where authentic local talent, government collaboration, and experience-driven strategies are reshaping industry standards against the backdrop of rapidly shortening consumer attention spans.
- Goldman Sachs11 min
“We Like Bonds”
Goldman Sachs interprets recent U.S. labor data as a temporary distortion driven by the government shutdown, maintaining that the economy remains soft rather than collapsing while projecting only two Federal Reserve rate cuts throughout 2025. The firm advocates for an intermediate-duration bond strategy between two and five years to balance yield pickup against global term premium risks, avoiding the longer end of the curve despite tight corporate credit spreads. Market outcomes will likely pivot on whether AI-driven productivity achieves a disinflationary expansion or if a sharper labor deterioration prompts a more aggressive monetary response from the central bank.
- Goldman Sachs37 min
‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Scott Goodwin, Michael Brandmeier, John Lewinson
Diameter Capital leverages proprietary data analysis to navigate credit market stress, identifying distress in private credit and SaaS while capitalizing on undervalued opportunities in AI infrastructure and the X (Twitter) debt restructuring. Founded by Scott Goodwin and Jonathan Lewinson, the firm differentiates its strategy by bypassing traditional ratings to target unrated securities, a disciplined approach that generated significant returns on fiber and spectrum bets through active syndicate management with partners like Goldman Sachs. Looking ahead, the firm anticipates a prolonged AI microcycle and a gradual software sector correction, positioning its portfolio to acquire distressed assets as the market shifts from capital expenditure to actual adoption phases.