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  1. Milken Institute47 min

    The Infrastructure Imperative: Mobilizing Capital for a Resilient Economy | GIS São Paulo

    Anya Prusa, Tufi Daher, Karen Fang, Laurent Fayollas, Michael Kelly, Tanya, Eliane

    Industry leaders and institutional investors gathered to address the $2.1 trillion global clean energy finance landscape, emphasizing the critical need for stable public policies and de-risking instruments to unlock capital for projects ranging from Brazil's TransNordestina railway to Canada's $15 billion Growth Fund. The panel highlighted emerging technologies like advanced geothermal and carbon capture alongside the transformative potential of AI in grid optimization, while noting that demand-side behavior change and Indigenous legal reforms are essential drivers for scaling decarbonization efforts. Ultimately, the discussion concluded that achieving a balance between affordability, security, and sustainability requires overcoming geopolitical supply chain risks and shifting political focus toward concrete project execution in resource-rich but underfunded regions like Africa.

  2. The Economist6 min

    Why are so many Colombians becoming mercenaries? | The Economist

    Carla Subirana Artús, Rosie Blau

    Colombia is rapidly emerging as a primary global source of mercenaries driven by a cohort of 13,000 soldiers exiting the military under President Gustavo Petro's policies combined with a lack of domestic veteran support. These former soldiers are increasingly recruited via social media to serve in high-risk foreign conflicts ranging from Sudan to Ukraine, while their deployment facilitates serious international crimes such as the assassination of Haiti's president. Although Colombia ratified the UN Anti-Mercenary Convention, experts argue that without comprehensive domestic pension reforms, the economic incentives for this growing export of armed labor will remain unchecked.

  3. Milken Institute31 min

    Opportunities in Sustainability: Voice of Global Investors | Global Investors' Symposium São Paulo

    Patricia Torres, Clara Barby, Tony Lent, Jens Nielsen, Wolfgang Schwerdtle

    A recent high-level forum brought together investors from GIC, the World Climate Foundation, and Just Climate to align capital strategies with Brazil's mandate to cut greenhouse gas emissions by 59% to 67% below 2005 levels by 2035, prioritizing land use and agriculture over traditional energy transition. Participants identified a maturing market where average deal sizes are rising to $30 million, yet emphasized that overcoming data gaps and currency risks requires innovative financial instruments like off-take guarantees and specialized intermediaries. The dialogue concluded with a unified call for asset owners to appoint dedicated NBS executives and reallocate 2–3% of assets by 2025 to support scalable nature-based solutions that bridge the gap between venture and infrastructure capital.

  4. The Economist16 min

    How to play chess like a grandmaster | The Economist

    Jennifer Shahade, Alok Jha

    This analysis positions chess as a rigorous framework for human cognition, illustrating how expert players balance intuitive pattern recognition with deliberative calculation across the game's three distinct phases. The discussion highlights how modern AI engines, which prioritize probabilistic outcomes over traditional material evaluation, have paradoxically driven human players toward more aggressive and creative styles rather than rendering the game obsolete. Ultimately, the enduring surge in chess popularity despite AI dominance serves as a resilient precedent for human adaptation in an increasingly automated landscape.

  5. The Economist7 min

    Finland’s president: are Europe and America’s interests still aligned?| The Economist

    Alexander Stubb, Donald Trump, David Rennie

    Recent US policy shifts driven by MAGA ideology and an "America First" pecking order have inflicted irreparable damage on transatlantic morale, despite maintaining strategic alignment on Arctic defense and containing Russian influence in Europe. While Finland has bolstered its self-reliant military with conscription and advanced weaponry, the alliance remains fragile due to lingering US control over critical assets like long-range missiles and Starlink capabilities. Bilateral cooperation continues through massive joint exercises in Northern Norway and Finnish acquisition plans, yet the relationship risks escalation if diplomatic off-ramps at venues like Davos fail to prevent trade wars or military threats over issues such as Greenland.

  6. Y Combinator50 min

    Inside Claude Code With Its Creator Boris Cherny

    Boris Cherny, Mark Mandelmann, Jr., Francesc Campoy, Melanie Warrick

    Anthropic has accelerated its engineering velocity to a 150% growth rate by leveraging *Claude Code* to generate 70% to 90% of its own source code and rewriting its entire codebase every six months to avoid technical debt. The organization operates a bimodal workforce of specialists and generalists while predicting that traditional software engineering roles will fade as AI automates coding tasks. With *Claude Code* now powering the majority of developer sessions and influencing 4% of public industry commits, the company is simultaneously expanding into non-technical domains through *Co-work* and monitoring its safety rating at ASL 3.

  7. Goldman Sachs16 min

    The New AI Trades

    Ryan Hammond, Allison Nathan

    In early 2026, software stocks suffered a 25% valuation collapse as forward earnings multiples compressed, while investors grappled with AI-driven disruption risks across sectors like legal and media. Simultaneously, five U.S. hyperscalers are projected to spend $660 billion on capital expenditures this year, a surge consuming 90% of their operating cash flows that has forced reduced buybacks and increased debt reliance. Amidst these headwinds, Goldman Sachs forecasts an S&P 500 recovery driven primarily by 12% fourth-quarter earnings growth and a market rotation toward cyclical sectors rather than AI-centric leaders.

  8. Sourcery with Molly O'Shea48 min

    99.9% of the internet is about to be AI?

    Alex Blania, Molly O'Shea

    World and Merge Labs have secured a direct $250 million partnership from OpenAI to simultaneously combat AI dominance by building a 37-million-user "Proof of Human" network and developing a high-bandwidth brain-computer interface through a new research division. Led by Alex Blania and featuring founding members from Caltech and Forrest Neurotech, the initiative aims to integrate biometric verification into major platforms within months while advancing minimally invasive neural technology with a 15-year consumer roadmap. These dual ventures utilize zero-knowledge cryptography and ultrasound-based sensors to create an anonymous, privacy-preserving ecosystem that generates revenue through network integration fees rather than data sales.

  9. Milken Institute51 min

    Movies, Games, Anime: Redefining the Fanverse in the Gen Z Era | Asia Summit 2025

    Chong Seow Wei, Maureen Fan, Kun Gao, Patrick Lee, Kevin Lin

    Industry leaders Maureen Fan, Kun Kun Gao, Patrick Lee, and Kevin Lin convened to redefine Gen Z fandom as a shift from passive consumption to active co-creation and transmedia immersion. The panelists analyzed how authentic creator-driven pipelines, particularly in Asian entertainment, and platforms like Roblox are reshaping audience power, while noting that AI democratization will necessitate stronger human curation to manage the resulting content explosion. Their discussion concluded that future business success relies on building direct creator-to-audience infrastructure that prioritizes collaborative storytelling and physical live experiences over traditional gatekeeping and isolated adaptation silos.

  10. Y Combinator8 min

    The New Way To Build A Startup

    Garry

    Companies such as GigaML, Legion Health, and PhaseShift are redefining operational scale by automating all internal workflows—from code integration to clinical operations—rather than merely augmenting isolated functions. This "20X company" model enables lean teams of just a few employees to service Fortune 500 clients and achieve fourfold revenue growth while maintaining flat headcounts that would traditionally require hundreds of staff. By treating internal processes as the primary product, these organizations achieve AGI-level productivity, allowing them to compete directly with massive incumbents without the corresponding payroll burdens.

  11. The Economist6 min

    How to protect your investments from an AI bubble | The Economist

    Joshua Roberts, Rosie Blau

    Investor sentiment regarding artificial intelligence has shifted from optimism to apprehension as analysts draw parallels between current valuations and historical technology bubbles where share prices vastly outpaced earnings. While traditional hedges like bonds and gold have proven unreliable during recent market turbulence, experts highlight high-dividend and low-volatility equities as more effective defensive strategies. Ultimately, the prevailing consensus advises against timing exits during downturns, reinforcing a long-term "buy and hold" approach as the most robust method for navigating potential market corrections.

  12. All-In Podcast1h 13m

    Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

    Friedberg, Chamath Palihapiti, Jason Calacanis

    Scheduled for May 31 through June 3 in Wine Country, the "Liquidity" retreat will convene a select group of capital allocators and technology CEOs to facilitate transparent deal-making and network expansion. This exclusive event targets emerging and established leaders in public and private markets to foster direct capital allocation opportunities outside traditional closed-door channels. Attendees must undergo a rigorous application process to ensure the gathering includes a diverse mix of top-tier managers and innovators focused on navigating current economic and technological shifts.

  13. The Economist9 min

    Is Takaichi Sanae the most powerful woman in the world? | The Economist

    Takaichi Sanae

    Sanae Takaichi became Japan's first female Prime Minister after securing an unprecedented LDP majority, launching an aggressive push to expand defense spending to 2% of GDP and revise the constitution to formalize military status. Her administration has explicitly abandoned strategic ambiguity by asserting that a Chinese attack on Taiwan constitutes a threat to Japan's essential interests, a move that triggered severe diplomatic retaliation and a tourism ban from Beijing. This hardened security posture aims to counter China's rapid military expansion and reduce reliance on the US alliance, though it creates significant domestic and international hurdles for her constitutional revision agenda.

  14. Milken Institute54 min

    End of an Era A Conversation With NBA Great Kobe Bryant | Global Conference 2016

    Kobe Bryant, Jim Gray

    In a candid reflection on his 20-year career, Kobe Bryant explains that his retirement was driven by an internal desire to pivot to storytelling and media rather than physical decline, a decision made independent of team performance or his 60-point finale. Throughout the interview, he details an evolved leadership philosophy centered on "brutal honesty" and the "hero-villain" dynamic, while affirming his enduring mentorship bond with Michael Jordan and reconciled relationship with Shaquille O'Neal. Bryant concludes by urging athletes to cultivate passions outside of sports during their prime, highlighting his current focus on creating fantasy-infused narratives through his "Kobe, Inc." ventures to transform how sports stories are told.

  15. Goldman Sachs10 min

    Still Bullish on Gold

    Lina Thomas, Chris Hussey

    Competing demand from central banks and private investors is driving a self-reinforcing rally in gold prices, while Goldman Sachs forecasts a 2026 target of $5,400 based on declining Federal Reserve rates and fiscal debasement fears. The silver market is experiencing extreme volatility due to a severe liquidity squeeze in London vaults, which Goldman Sachs expects to persist despite the metal's potential as a speculative vehicle. Although geopolitical tensions are fueling broader commodity stockpiling, the firm distinguishes gold's constrained supply as superior to the scalable nature of non-precious metals like copper, which limits their capacity for a sustained super cycle.