Latest Interviews
Showing 466–480 of 3,131 interview transcripts.
Clear all filters- All-In Podcast32 min
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
Satya Nadella outlined Microsoft's strategic pivot toward "manager of infinite minds" AI agents and autonomous workflows that shift the organization from specialized roles to full-stack builders, enabling a four-year period of doubled income without headcount growth. By prioritizing ecosystem effects over single-model dominance, the company is deploying Agent 365 and local Phi models to establish a global, open architecture where value accrues from orchestration rather than proprietary weights. This approach aims to drive 80% US market share in five years while facilitating worldwide economic growth through technology diffusion to the global south.
- Milken Institute6 min
LeadersLink Kristen Dahlgren
Founded by journalist and breast cancer survivor Kristin Dahlgren, the Cancer Vaccine Coalition accelerates the development of immune-activating cancer vaccines by rapidly scaling from a startup into a global network coordinating its first summit with the AACR and HSBC Bank. Despite early operational hurdles in defining the therapeutic sector, the organization secured its first major donation and clinical trial funding while leveraging the Leaders Link program to access high-level mentorship and strategic partnerships. With a documentary in production to drive public awareness, the coalition aims to shorten the five-to-ten-year timeline for patient access to less toxic, faster-acting cancer treatments.
- Milken Institute6 min
LeadersLink Anjee Davis
Founded in 2005 by Nancy Roach, FIGHT Colorectal Cancer has expanded its advocacy operations to over 25 staff while addressing the disease's status as the second leading cause of cancer deaths. The organization recently pivoted to the "Leaders Link" initiative, launching a specialized AI digital tool that delivers guideline-aligned information on colorectal diagnosis and treatment while navigating technical maintenance challenges through strategic vendor partnerships. Current priorities emphasize disseminating this resource to health systems and professional associations, alongside the Leaders Link mentorship program which connects participants with diverse innovation strategies to enhance community support.
- Milken Institute6 min
LeadersLink Michelle Stewart
Founded by Avner Namani and Caroline Kelly, Pankind Pancreatic Cancer Australia aims to triple the five-year survival rate to 39% by 2030 through evidence-based research and patient navigation systems that address treatment inaccessibility. The organization mitigates the dangers of unproven overseas therapies by deploying clinical nurse specialists and partnering with Trial Screen to simplify complex clinical trial enrollment for diverse and rural populations. With strategic support from the LeadersLink capstone program and input from CEO Michelle Stewart, Pankind is refining this framework to accelerate therapeutic adoption and transform terminal diagnoses into manageable chronic conditions.
Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It)
Keller Rinaudo Cliffton, Keller R. Cliffton, Molly O'Shea
Zipline has established the world's largest commercial autonomous delivery network by surpassing 140 million safe miles and securing a $625 million funding round led by Fidelity Capital Group to accelerate U.S. expansion. With former Tesla CFO Deepak Grewal joining the leadership, the company is rapidly scaling operations from 5,000 to over 20,000 health facilities while pivoting its regulatory strategy to enable high-frequency, automotive-grade drone logistics for healthcare and retail sectors. This vertical integration of hardware and infrastructure aims to transform a 5.5 billion delivery market into a 50 billion opportunity, potentially valuing the enterprise at one trillion dollars.
- Goldman Sachs27 min
Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation
Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, Christian Mueller-Glissmann, Alyssa Nathan
A 2026 global equity strategy forecasts sustained optimism driven by profit growth and moderating inflation, with a strategic tilt toward undervalued emerging markets and AI application sectors. The outlook anticipates a depreciating US dollar and a tail end of global easing, prompting portfolio managers to favor equities over credit while hedging against stretched valuations through diversified alternatives. Simultaneously, commodities are positioned for divergence, featuring a base case for a 10% gold rally and strategic long exposure to local US power markets fueled by surging AI data center demand.
- The Economist10 min
Will Trump invade Greenland?
Trump, Shashank Joshi, Rosie Blau
Donald Trump's pursuit of a unilateral acquisition of Greenland has triggered a severe diplomatic crisis characterized by unprecedented accusations of blackmail and intimidation from European leaders, including the prime ministers of Sweden and Denmark. This dispute threatens to fundamentally erode faith in NATO's Article 5 and fracture the transatlantic alliance by exposing Europe's structural security deficit in intelligence, logistics, and command structures. While domestic US opposition and the military's heavy reliance on European bases constrain the prospect of annexation, the event is driving accelerated efforts across Europe to develop an independent defense vision capable of operating without US support.
I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator)
Archer Aviation is developing electric vertical takeoff and landing aircraft to serve as the exclusive air taxi provider for the 2028 Los Angeles Summer Olympics, a goal supported by the current U.S. administration and the newly established E-VOL Integration Pilot Program. Under CEO Nikhil Arora, the company has secured over $4 billion in funding and forged strategic defense partnerships with Anduril while navigating significant legal challenges and reputational threats to scale manufacturing for a projected $100 billion market. By targeting a sales model that distributes aircraft to multiple global operators, Archer aims to revolutionize urban mobility in congested cities like Manhattan and Tucson, leveraging real-world flight data to train AI and expand into international markets such as India and the UAE.
- Milken Institute22 min
A Conversation with Altérra CEO His Excellency Majid Al Suwaidi | Middle East & Africa Summit 2025
Majid Al Suwaidi, His Excellency Majid Al Suwaidi, Joseph McMonigle
Established as the world's largest climate-focused private fund, Altera has committed an initial $6.5 billion deployment to mobilize $250 billion in capital for the Global South alongside strategic partners Brookfield, TPG, and BlackRock. This initiative follows the landmark COP28 conference, which shifted climate diplomacy to a pragmatic, private-sector-integrated model under the political leadership of UAE officials. Fund Director Majid Al-Sawadi now leverages his diplomatic background to accelerate clean energy infrastructure, specifically targeting the energy demands of AI and industrial decarbonization in emerging markets.
- Goldman Sachs14 min
Which Equity Markets Will Outperform?
Goldman Sachs Co-CEO Kunal Shah outlined a robust 2026 U.S. economic outlook featuring 2.8% GDP growth driven by AI-fueled capex and easing financial conditions, while warning of elevated leverage and political risks to central bank independence. The firm forecasts balanced returns across U.S., European, and Asian markets despite divergent drivers, noting that excess savings in non-U.S. regions are shifting toward domestic spending rather than external deficits. In strategic asset allocation, the firm highlights Treasury bonds for diversification if labor markets weaken and recommends gold as a hedge against de-dollarization, though it cautions against shorting credit spreads due to their historically tight levels.
- The Economist9 min
Iran’s former crown prince on its potential path to democracy
Zanny Minton Beddoes, Reza Pahlavi
During a period characterized as a revolution rather than a protest, a self-styled neutral arbiter proposes establishing a temporary government to replace Iran's current regime with a democratic system based on secular governance and territorial integrity. This transition plan includes immediate nuclear program abandonment to lift sanctions, a constitutional referendum process, and the potential integration of an economically reformed Iran with Israel to ensure regional stability. Proponents argue that the movement, supported by street chants and diaspora experience, seeks to dismantle a corrupt elite while offering all citizens the prospect of greater wealth through transparent economic policies.
- All-In Podcast1h 30m
Supercharging a New FDA: Marty Makary on Science, Power & Patients
Marty Makary, Friedberg, Chamath, Jason, Dave
FDA Commissioner Marty McCary has implemented 42 major reforms within his first 10 months to accelerate drug approvals, reduce clinical trial timelines, and restore public trust by ending paternalistic mandates. The agency is reshaping its workforce, shifting research priorities toward environmental and microbiome factors, and challenging China's biotech dominance by streamlining U.S. regulatory infrastructure and adopting AI-driven decision tools. These aggressive changes include converting pivotal trial requirements, eliminating unnecessary animal studies, and reforming food and vaccine policies to lower costs and address chronic disease roots.
- The Economist9 min
Are America’s tariffs here to stay?
The Trump administration implements a tariff strategy described as ruthlessly successful by expanding leverage beyond trade deficits to address geopolitical issues like the Rio Grande water agreement and fentanyl trafficking. By framing these measures as corrective fees rather than exclusionary sanctions, the policy prioritizes domestic workers and manufacturing strength while rejecting rigid multilateral frameworks. Although traditional allies express deep concern and seek to reduce U.S. dependence, the administration maintains that negotiations driven by American economic power are essential for achieving new deals and safeguarding national sovereignty.
- a16z55 min
Ben & Marc: Why Everything Is About to Get 10x Bigger
Marc Andreessen, Ben Horowitz, Erik Torenberg, Packy McCormick
Ben Horowitz and Mark Horowitz characterize the current AI era as a fundamental reinvention of the computer capable of solving global challenges, while predicting that unlocking monetization for writers will expand the media market to 1,000 times its current size. A16Z leverages its sixteen-year reputation and a decentralized structure of autonomous teams to accelerate founders from the "Zoomer" generation, who they view as uniquely equipped to navigate this new landscape with direct, AI-native competence. By functioning as a modern patron of high-risk innovation, the firm aims to support "dreamers" as a century-long institution, transitioning inventors into competent CEOs while advocating for a liberated information environment free from traditional censorship.
- Goldman Sachs23 min
Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives
David Mericle, Andrew Tilton, Jari Stehn, Alison Nathan
Goldman Sachs economists David Miracle, Andrew Tilton, and Yari Stein outline regional economic forecasts for 2026, projecting 2.5% US growth driven by tax cuts and Fed rate reductions alongside a resilient 4.8% expansion in China fueled by manufacturing competitiveness. The analysis highlights contrasting monetary trajectories, including the Bank of Japan's aggressive tightening to 0.75% and the ECB's projected rate hold, while warning of US labor market uncertainties and European structural weaknesses. These insights, recorded on January 7, 2026, serve as the second installment of the Outlook 2026 series, setting the stage for subsequent asset class discussions.