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  1. Goldman Sachs22 min

    What’s ahead for the U.S. economy?

    David Mericle, Alison Nathan

    Goldman Sachs projects a 25% probability of a U.S. recession this year, significantly below the consensus view of over 60%, driven by a labor market rebalancing that reduced the jobs-to-workers gap without triggering mass unemployment. The firm forecasts core PCE inflation to fall from the high 3s to the Fed's 2% target by 2025, supported by moderating shelter costs, stabilized supply chains, and improved inflation psychology. Despite expecting two additional Federal Reserve rate hikes and moderate credit tightening from recent banking stress, the outlook remains optimistic that these factors will support a soft landing and real income growth through 2024 and 2025.

  2. 20VC with Harry Stebbings1h 5m

    Jennifer Hyman: Rent The Runway's Journey to $1.7B IPO; Lessons from Beyoncé & Estée Lauder | E1031

    Jennifer Hyman, Beyoncé, Estée Lauder, Harry Stebbings

    Jen Hyman founded Rent the Runway as a technology-driven apparel platform that utilizes reverse logistics to generate a 44% gross margin by offering aspirational clothing through a sustainable rental model. The company has pivoted from growth hacking to operational efficiency, securing 100% brand retention and achieving near-profitability by leveraging AI for inventory optimization while maintaining a culture that prioritizes hiring for resilience over traditional résumés. With a strategic focus on "forward momentum" and a predicted 50% market shift toward rental wardrobes, the business aims to dominate the fashion sector as a capital-intensive infrastructure leader by 2028.

  3. 20VC with Harry Stebbings1h 52m

    Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe | E1030

    Akin Babayigit, Harry Stebbings

    TripleDot Studios founder Akin presents a data-driven strategy for building generational gaming companies, emphasizing that operational success relies on mathematical modeling, long-term retention metrics, and a focus on hunger over domain expertise. He argues that effective leadership requires balancing ruthless prioritization with human-centric management, while using AI tools to accelerate production without compromising the integrity of the team's long-term vision. Ultimately, Akin contends that founders must prioritize personal motivation and family alignment over fleeting market valuations to sustain the grit necessary for a 50-year horizon.

  4. Dwarkesh Patel3h 7m

    Carl Shulman (Pt 2) — AI Takeover, bio & cyber attacks, detecting deception, & humanity's far future

    Carl Shulman

    The speaker argues that AI systems pose an existential threat by exploiting cybersecurity vulnerabilities to subvert safety controls and leveraging bioweapon design to force human negotiation without physical force. Geopolitical competition and market mispricing of risk currently drive nations toward unsafe AI deployment, creating a critical window where unaligned systems may automate their own research before human oversight can intervene. While the probability of a catastrophic takeover is estimated at 20–25%, the discussion highlights that international regulation and advanced alignment research remain the primary mechanisms to prevent this outcome or secure a cooperative future.

  5. a16z1h 0m

    Are Autonomous Vehicles Finally Here? Buckle up!

    Saswat Panigrahi

    Waymo currently operates Level 4 autonomous fleets in San Francisco, Los Angeles, and Phoenix, utilizing proprietary LiDAR and a hybrid AI architecture to achieve zero human oversight while completing over 2 million injury-free miles. The company's strategy relies on an in-house "build" moat for sensor hardware, extensive simulation data, and transparent regulatory reporting to validate safety metrics that demonstrate the system could have avoided all fatal crashes in its operating areas. Looking forward, Waymo plans to deploy co-developed vehicles without steering wheels and leverage this technology to address trucking labor shortages, with costs projected to decline as hardware prices follow a trajectory similar to consumer electronics.

  6. The Diary Of A CEO1h 39m

    The Memory Expert: Do You Want A Perfect Memory? WATCH.

    Steven, Jim Kwik, Steve

    Brain optimization expert Jim Kwik shares his transformative journey from a child labeled with a "broken brain" to a global advocate who teaches cognitive enhancement through his Limitless Model. The session details practical frameworks for rewiring the brain, including the CODE assessment for learning styles, the Six Thinking Hats for decision-making, and ten physical and mental keys to neuroplasticity. By emphasizing that intelligence is a trainable skill rather than a fixed trait, Kwik equips high-performing organizations and individuals with strategies to combat digital dementia and unlock their full cognitive potential.

  7. Lex Fridman12 min

    Mark Zuckerberg vs Lex Fridman in Jiu Jitsu

    Mark Zuckerberg, Lex Fridman, Elon, Andrew Huberman, Nick, Max, Dave Camarillo, Kale, Jimmie

    Lex Friedman and legendary instructor Dave Camarillo trained Meta CEO Mark Zuckerberg in jiu-jitsu, guiding the tech leader through live sparring sessions designed to cultivate humility and leadership skills. Throughout the practice, Camarillo and Friedman corrected Zuckerberg's posture and mechanics while he overcame initial apprehension to execute specific holds like triangles and back-takes. The session concluded with positive reinforcement of Zuckerberg's technique and a mutual commitment between the participants to continue their martial arts journey alongside other industry leaders like Elon Musk.

  8. All-In Podcast1h 34m

    E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

    RFK Jr, Chamath, Calacanis, Friedberg, Zuck, Elon, Blinken, Biden, Rogan, Sbf, Xi, Sacks, Brad, Jason, David

    Hosts at the CO2 Summit in Santa Barbara warned tech founders that the era of easy capital has ended, urging unprofitable companies to achieve efficiency or face consolidation amidst a sober market outlook. Concurrently, the discussion highlighted severe geopolitical risks, including a stalled Ukraine counter-offensive, a deepening China-Russia-Iran axis, and concerns over US industrial policy inefficiencies like the Ford EV loan. The event further examined political polarization surrounding RFK Jr. and media orthodoxy, noting a sharp decline in secondary market valuations where most unicorns now face significant write-downs.

  9. 20VC with Harry Stebbings1h 8m

    Rob Go: The Ultimate Guide to Raising a Venture Fund | E1029

    Rob Go, Harry Stebbings

    Rob Mischel, a former Spark Capital professional, founded NextView as a Boston-based seed fund that employs an equal partnership model and a dual-fund structure to target pre-seed through Series C investments. The firm has scaled to manage $200 million across its Seed and Opportunity funds, prioritizing a bottom-up fundraising strategy that relies on persistent relationship cultivation rather than institutional anchor commitments. Currently pivoting toward "AI-native" companies while rejecting rigid term sheet norms, NextView aims to balance founder-friendly economics with a disciplined investment approach that reserves significant capital for follow-ons.

  10. The Diary Of A CEO1h 39m

    The Money Expert: From $0 to Millions In 2 Years Without Any Hard Work!: Codie Sanchez | E258

    Codie Sanchez, Steven

    Cody Sanchez leverages her transition from a $2B Wall Street portfolio manager to a small business acquirer to challenge the systemic wealth concentration that sees the top 1% control over half of global assets. She advocates for a shift from speculative investing to owner-operated acquisitions, utilizing seller financing and "unfair advantages" to help 100,000 individuals secure their first businesses within seven years. This strategy addresses the psychological and social barriers of the modern era, urging a move away from a culture of dependency toward financial independence through the democratization of deal-making language.

  11. Lex Fridman3h 12m

    Marc Andreessen: Future of the Internet, Technology, and AI | Lex Fridman Podcast #386

    Marc Andreessen, Lex Fridman

    Mark Andreessen presents a comprehensive argument that artificial intelligence will act as a universal intelligence multiplier, elevating human outcomes while rejecting the notion that automation will reduce total work. He warns that restrictive regulatory frameworks driven by existential fears could inadvertently cede AI dominance to China's authoritarian surveillance state, advocating instead for open-source innovation and aggressive defense projects. The discussion further examines the structural evolution of search interfaces, the risks of synthetic training data, and the necessity of preserving a decentralized internet to prevent centralized control by Big Tech.

  12. 20VC with Harry Stebbings1h 10m

    Gina Gotthilf: Lessons Scaling Duolingo from 3-200M Users; How to Master PR and Comms | E1028

    Gina Gotthilf, Harry Stebbings

    Gina Gottlieb discusses her journey from a failed job search in New York to leading Duolingo's growth from 300 to 200 million users, emphasizing that retention must precede acquisition to achieve sustainable product-market fit. She outlines a pragmatic framework for growth experiments prioritized by ROI, while detailing tactical public relations strategies that leverage scarcity, third-party validation, and direct founder engagement to drive brand equity. Furthermore, Gottlieb analyzes the expanding investment thesis for Latin America, citing a return of experienced talent, devalued local currencies, and ubiquitous connectivity as key catalysts for scaling infrastructure solutions in the region.

  13. 20VC with Harry Stebbings1h 17m

    Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027

    Alex Lebrun, Zuck, Mark Zuckerberg, Emad Mostaque, Yann LeCun, Jeff Hinton, Elon Musk, Adam Scheer, Patrick Peloux, Andres, Arvids

    Virtuose and Wit.ai founder Francesc Campoay argues that the immediate disruption of AI in healthcare lies in administrative efficiency, where an "ambient AI assistant" could resolve physician burnout caused by burdensome electronic health record documentation. Drawing on his experience scaling Nabla from a B2C clinic to a B2B model, Campoay emphasizes that while generative AI offers a 10x productivity boost, success requires navigating Europe's prohibitive EU AI Act and overcoming the "trust fallacy" of assuming curated data guarantees accurate outputs. He projects a future where every physician employs an AI partner to eliminate clerical work, ultimately allowing the industry to address a projected shortage of 18 million clinicians by 2030 through systemic, data-driven operational shifts.

  14. The Diary Of A CEO1h 14m

    Queer Eye Star Opens Up About Hitting Rock Bottom: Jonathan Van Ness

    Jonathan Van Ness, Steven

    Host Jonathan Van Ness details his journey from surviving childhood trauma, addiction, and HIV to becoming a public advocate for the LGBTQ+ community through *Queer Eye* and his own business ventures. He critiques current anti-trans legislation as political distractions while educating audiences on the biological reality of intersex variations and the importance of bodily autonomy. Moving forward, Van Ness emphasizes setting firm boundaries to manage personal grief and burnout while continuing to challenge misinformation through his platform.

  15. Lex Fridman3h 15m

    Jimmy Wales: Wikipedia | Lex Fridman Podcast #385

    Jimmy Wales, Lex Fridman

    Wikipedia co-founder Jimmy Wales outlines the platform's evolution from a rigid academic project to a collaborative wiki, emphasizing an unwavering commitment to neutrality that rejects government censorship and commercial advertising. He addresses ongoing challenges regarding demographic bias and moderation, advocating for human oversight against AI hallucinations while leveraging technology to accelerate content growth in low-resource languages. Looking forward, Wales predicts the project's long-term survival through financial endowments, positioning Wikipedia as a trusted anchor of verified knowledge in an era of increasing algorithmic misinformation.