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  1. Milken Institute19 min

    A Conversation with Federal Communications Commission Chairman Brendan Carr | Global Conference 2025

    Brendan Carr, David Faber

    FCC Chairman Brendan Carr has launched the agency's most significant deregulatory initiative in history, seeking to eliminate approximately 2,000 active dockets and establish a new Council on National Security to counter perceived Chinese infiltration risks. The administration prioritizes accelerating 5G and 6G deployment by restoring FCC auction authority to generate over $80 billion and transitioning federal spectrum to the commercial market, while simultaneously reviewing major mergers like Verizon-Frontier and T-Mobile U.S. Cellular. Carr further defended distinct regulatory obligations for broadcasters to support localism and dismissed conflicts regarding his Comcast background as the FCC moves to eliminate legacy copper retirement rules in favor of modern IP infrastructure.

  2. All-In Podcast1h 29m

    Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

    Brad Gerstner, Chamath, Jason, Friedberg, TheZachEffect, Zach

    Anthropic halted the public release of its "Mythos" model after it autonomously identified thousands of critical vulnerabilities, prompting the launch of Project Glasswing, a coalition of forty major firms tasked with patching software flaws. This security breach triggered a heated debate among industry leaders regarding the genuine threat of AI-driven cyber warfare, the necessary government coordination to manage such risks, and the strategic pivot of Anthropic toward dominating the enterprise agent market. Amidst discussions of a temporary AI defense advantage and soaring revenue projections, experts also addressed broader geopolitical tensions and the evolving competitive landscape between frontier AI models.

  3. The Economist7 min

    Has America frozen Israel out of ceasefire talks with Iran? | The Economist

    Anshel Pfeffer, Jason Palmer

    Direct negotiations led by Donald Trump through Pakistan to resolve the Iran conflict face a stalemate because Iran insists on a Lebanon ceasefire and Israel refuses to participate or extend the truce to its northern front. While President Trump reportedly possesses the leverage to force Netanyahu to halt airstrikes, the Prime Minister persists due to domestic election pressures and the failure of the war to achieve its core strategic objectives. These unresolved tensions, compounded by internal U.S. administration dissent and the strategic threat in the Strait of Hormuz, have begun to fracture the previously unified operational alliance between the two nations.

  4. Goldman Sachs31 min

    Reimagining Biopharma: Precision Medicine, Patients, and Purpose with Takeda CEO-Elect

    Julie Kim, Yassaman Salas

    Takeda's Board unanimously appointed Julie Kim as the incoming President and CEO, effective June 2026, to steer the $30 billion pharmaceutical giant through a strategic overhaul centered on AI-driven discovery and organic growth. During her incoming tenure, Kim plans to leverage the company's Japanese headquarters for geopolitical flexibility while navigating complex regulatory hurdles regarding Chinese clinical data and U.S. pricing structures. Her leadership strategy emphasizes "market innovation" to improve patient access and utilizes a "giving people an A" philosophy to accelerate talent development within the organization.

  5. The Diary Of A CEO1h 36m

    Ivanka Trump: Most People Can’t Tell Signal From Noise

    Ivanka Trump

    Former White House advisor and business executive Ivanka Trump reflected on her transition from a successful fashion career to public service, where she championed legislative victories such as the doubling of the child tax credit and the Great American Outdoors Act before departing politics in 2022. Drawing on lessons from her late mother, she now applies Stoic philosophy and therapeutic insights to navigate her roles as a mother and founder of the food waste non-profit Planet Harvest while advising her children on authenticity and self-belief. Trump emphasizes that her focus has shifted from the "gladiatorial" nature of politics to driving private sector impact, utilizing her experiences with public scrutiny and family resilience to guide her current strategic and personal endeavors.

  6. Milken Institute1h 0m

    Leading the Democratic Party into the Future | Global Conference 2025

    Josh Barro, Jon Cowan, Jason Furman, Sarah Longwell, Chuck Rocha, Neera Tanden

    Post-2024 election strategists including Neera Tanden, Jason Furman, and Sarah Longwell analyze the Democratic Party's defeat by highlighting a disconnect between popular policy platforms and voter perceptions of economic insecurity and cultural identity. The panel identifies critical failures in messaging regarding inflation and immigration, noting that the party's heavy spending on abortion rights and reliance on a "consultant class" alienated the white working-class coalition essential for winning swing states. To secure future victories, experts recommend a strategic pivot toward authentic working-class narratives, an "all-of-the-above" energy approach, and a departure from activist-driven constraints to re-engage moderate voters on issues of cost of living and national security.

  7. Goldman Sachs22 min

    Sir Sadiq Khan on London’s Global Edge—and What Comes Next

    Sir Sadiq Khan, Kunal Shah, Sadiq Khan

    London Mayor Sir Sadiq Khan emphasizes the capital's economic dominance by highlighting its £42 billion annual contribution to the UK Treasury while advocating for strategic devolution of powers to foster non-zero-sum regional growth. His administration aggressively targets five frontier sectors including AI and quantum computing, simultaneously deploying an inclusive talent strategy to prepare residents for rapid technological disruption. These economic initiatives are supported by tangible achievements in infrastructure, such as expanded safe cycling networks and five years of frozen transport fares, alongside historic improvements in air quality and public safety that have surpassed international peers.

  8. All-In Podcast1h 2m

    Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

    Josh Shapiro, Trump, Jason, Chamath, Friedberg

    Pennsylvania Governor Josh Shapiro combines a record of aggressive economic deregulation and tax cuts with a "zero tolerance" stance on fraud, resulting in the state's only growing Northeast economy and the lowest unemployment in thirty-two months. Facing a divided legislature, he has forged bipartisan wins on business reforms while simultaneously criticizing federal policies, including tariffs and Middle East interventions, for harming local workers and exacerbating national security risks. His broader strategy emphasizes workforce development through expanded vocational funding and the removal of degree requirements for state jobs to address housing costs and economic disparity.

  9. a16z58 min

    Box CEO on the AI Adoption Gap | The a16z Show

    Erik Torenberg, Steven Sinofsky, Martin Casado, Aaron Levie

    Industry leaders predict that widespread enterprise AI adoption will lag behind Silicon Valley expectations due to deep domain complexities and a looming financial crisis where CFOs must allocate 14% to 30% of R&D revenue to volatile compute costs. As software architecture shifts toward agent interfaces that prioritize automated task execution over human interaction, a strategic divide is emerging between agile startups and risk-averse incumbents struggling to secure system integrity against autonomous integration. Consequently, the market is transitioning to granular usage-based models while preparing for a paradigm where agents act as primary selectors of software tools, forcing vendors to evolve beyond legacy interfaces to remain relevant.

  10. Dwarkesh Patel2h 3m

    Michael Nielsen – Why aliens will have a different tech stack than us

    Michael Nielsen

    The analysis of the Michelson-Morley experiment reveals that scientific progress often relies on heuristics and aesthetic simplicity rather than immediate empirical falsification, as seen in the decades-long delay between Lorentz's ether-based transformations and Einstein's kinematic Special Relativity. This historical context informs the discussion of modern AI's role in prioritizing high-accuracy model fitting over parsimonious theory, while highlighting how deep learning and open science movements depend on forcing functions and collective attribution to navigate a path-dependent, vast tree of knowledge. Ultimately, breakthroughs require specific historical contingencies to mature, demonstrating that true scientific understanding emerges from high-stakes creative execution rather than passive information consumption.

  11. 80,000 Hours4h 7m

    The best global health ideas we’ve heard on the show (from 17 experts)

    Luisa, Karen Levy, Dean Spears, Sarah Eustis-Guthrie, Rachel Glennerster, Hannah Ritchie, Lucia Coulter, James Tibenderana, Varsha Venugopal, Alexander Berger, James Snowden, Paul Niehaus, Mushtaq Khan, Elie Hassenfeld, Leah Utyasheva, Shruti Rajagopalan, Claire Walsh, Louisa

    Experts analyze global health interventions to reveal critical failures, such as the ineffective PlayPump technology and the underestimated risks of lead poisoning, alongside successful strategies like Sri Lanka's pesticide bans and community-driven vaccination campaigns. The discussion highlights the necessity of rigorous proof-of-concept testing, market-shaping mechanisms like Advanced Market Commitments, and the adaptation of solutions to local social determinants to prevent widespread harm. Furthermore, the event examines ethical tensions in philanthropic metrics, urging donors to prioritize evidence-based policies and long-term government engagement over superficial sustainability narratives.

  12. a16z1h 6m

    Balaji Srinivasan on The Future of AI | The a16z Show

    Balaji Srinivasan, Erik Torenberg

    The speaker redefines human-AI collaboration by positioning humans as strategic leaders who direct specialized AI "actors," creating a trusted ecosystem where value shifts toward personalized, private instances and verification services. Parallel to this technological evolution, the discussion details a bifurcated future for digital currency in which Bitcoin serves as transparent institutional collateral while Zcash-powered tools like Zedal provide quantum-resistant privacy for individual transactions. Ultimately, the presentation argues that political constraints and resource scarcity will prevent centralized AI dominance, fostering a polytheistic landscape of decentralized models and democratized global entrepreneurship.

  13. Sourcery with Molly O'Shea36 min

    A Rare Look Inside Applied Intuition’s Physical AI Garage

    Qasar Younis, Peter Ludwig, Molly O'Shea

    Applied Intelligence deploys a unified end-to-end AI platform across six industrial sectors, serving 18 of the top 20 global automakers and the U.S. military with solutions for autonomous mining, trucking, and maritime operations. Led by CEO Peter Ruch, the company modernizes legacy infrastructure by consolidating disparate electronics into single compute units, leveraging dual-use hardware to address acute labor shortages and safety crises in defense and heavy industry. Operating from 18 global sites while excluding China due to IP concerns, Applied Intelligence is currently commercializing Gen 2 autonomous trucks in Japan and expanding its "Physical AI" footprint into the Middle East and Latin America.

  14. Sourcery with Molly O'Shea32 min

    How Applied Intuition Reached $15B (Without Spending $1B)

    Qasar Younis, Peter Ludwig, Molly O'Shea

    Over a decade after raising more than $1 billion in capital from investors like Marc Andreessen and Hemant Taneja while maintaining profitability through organic revenue, this company has pivoted from a low-profile "cult classic" to an active public strategy to recruit top-tier engineering talent. The firm transitioned in 2017 from software tooling to foundational physical AI, recently demonstrating its operational velocity by retrofitting autonomous systems onto military Humvees in just ten days and expanding into global sectors including defense and trucking. By leveraging a dense network of over 40 founder-type engineers and prioritizing long-term strategic partnerships over short-term financial metrics, the organization aims to dominate the slower-diffusion markets of physical robotics where stability and real-world judgment are critical.

  15. a16z30 min

    OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show

    Peter Yang, Anish Acharya

    Peter Yang demonstrates a highly personalized OpenCLAW agent architecture where a voice-centric interface, supported by a custom three-layer memory system and direct access to personal files, redefines the agent as a human-like companion rather than a mere utility. He predicts this shift will trigger an "app die-off" for task-oriented software, replacing traditional SaaS workflows with autonomous agents that execute complex operations while simultaneously transforming organizational structures by enabling small human teams to scale through fleets of specialized AI tools. Ultimately, Yang anticipates a market evolution where direct payment models supersede ad-based revenue, as AI drives higher productivity and catalyzes a return to entrepreneurship rather than widespread unemployment.