Latest Interviews
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Clear all filters- All-In Podcast1h 30m
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
Jason, Kimi K2.5, Chamath, Friedberg, Geiger
The 2025 Davos conference marked a decisive geopolitical pivot as President Trump's record-breaking attendance and Commerce Secretary Howard Lutnick's scathing critique of European climate mandates triggered immediate NATO spending increases and closed-door territorial negotiations over Greenland. Concurrently, aggressive federal immigration enforcement in Minneapolis resulted in two fatalities and a standoff with local officials, highlighting deep political fractures over census representation and the operational tactics required to bypass municipal non-cooperation. These events unfold against a backdrop of accelerating technological disruption, where the open-source shift to local AI agents threatens to destabilize cloud-based revenue models, while rising dollar devaluation and sovereign debt crises threaten to exacerbate wealth inequality and fuel civil unrest.
- The Economist9 min
Is ICE a threat to American democracy?
President Trump's administration has aggressively expanded federal authority by deploying militarized agents to enforce immigration policies, culminating in the fatal shooting of an unarmed nurse and the establishment of unchecked executive control over enforcement actions. While a recent poll shows 92% of respondents view ICE as a threat to democracy, discussion leaders emphasize that only legal accountability for lethal officers, rather than public outrage or "supine" congressional action, can effectively halt this erosion of democratic norms. As the administration continues to pursue political retribution beyond statutory mandates, the critical challenge for the coming year remains whether institutions and civil society will force a confrontation to prevent the normalization of these unchecked executive powers.
How Brex signed a $5.15B Deal in ~40 Days
Pedro Franceschi, Molly O'Shea
Capital One acquired Brex for $5.15 billion in a 40-day transaction that values the corporate card platform at 13.4 times forward gross profit, positioning the combined entity as the third-largest corporate card issuer in the United States. This growth-accretive deal enables CEO Pedro Franceschi to retain operational autonomy while leveraging Capital One's $6 billion R&D budget and $7 billion marketing resources to accelerate AI-driven financial products and target the Fortune 500 market. By integrating Brex's bottom-up infrastructure with a major bank's scale, the partnership aims to displace traditional competitors like American Express and JPMorgan through a strategy of "doubling down" on war mode rather than executing a standard financial exit.
- Goldman Sachs12 min
Long Gold and Long Stocks
Goldman Sachs' Anshul Sehgal characterizes the current economic landscape as an ambiguous phase driven by a projected $1 trillion AI capital expenditure wave, which he compares to a new industrialization era comparable to Detroit's mid-20th century automotive boom. While anticipating a bimodal distribution for Federal Reserve interest rates, Sehgal argues that structural disinflationary forces from technology and demographics will likely offset inflationary pressures from geopolitical fragmentation and a shifting global reserve asset mix toward gold. Consequently, the firm advocates a portfolio "barbell" strategy balancing growth equities with physical commodities to navigate potential K-shaped labor market shifts and capitalize on expected double-digit global growth over the next decade.
- The Economist8 min
Why civil war is brewing in Iran
Iran is currently experiencing a violent "quiet civil war" where the state and royalist factions have polarized following a shift from peaceful protest to extreme bloodshed driven by economic collapse. The conflict features mutual accusations of foreign mercenary involvement and the sidelining of traditional democratic leaders in favor of armed mobilization, even as Supreme Leader Ali Khamenei remains isolated while exiled figures and tribal groups prepare further escalation. This escalating crisis, occurring amidst potential U.S. military intervention, threatens to plunge the Islamic Republic into an unpredictable transition that could result in either Revolutionary Guard dominance or a prolonged struggle for power.
- Goldman Sachs16 min
How AI is Driving Drug Discovery: Xaira Therapeutics' Marc Tessier Lavigne
Marc Tessier Lavigne, Sonia Gupta
Zara Therapeutics CEO Mark Tessier Levine is applying a three-pillar strategy combining AI-driven design, massive-scale biology, and clinical experience to disrupt an industry where 90% of drug candidates currently fail. By leveraging frontier models from David Baker and over $1 billion in funding, the company targets undruggable proteins and aims to reduce development timelines from five years to under two. This approach shifts the paradigm from intuitive trial-and-error to a systematic, in silico process designed to fundamentally increase clinical success rates.
- Y Combinator40 min
Why Your Startup Website Isn't Converting
Jorn van Dijk conducted a comprehensive usability audit of five AI startups—Lumari, Ally, Juicebox, Leaping AI, and The Hog—identifying critical friction points where visual complexity and premature calls to action hindered user understanding. The analysis revealed a consistent pattern of missing product proof, such as abstract illustrations or generic templates, which prevented prospects from validating value propositions before encountering mandatory sign-up walls. Recommendations focus on replacing decorative animations with functional UI demonstrations, clarifying enterprise-level scope through targeted visuals, and streamlining messaging to ensure immediate alignment between brand identity and the specific B2B solutions offered.
- Milken Institute59 min
Digital Assets at the Crossroads: From Promise to Permanence | Middle East & Africa Summit 2025
Michael Piwowar, Adeeb Ahamed, Yoni Assia, Yuval Rooz, Joanne Strain, Adib Ahmed
Geopolitical fragmentation is driving a shift toward sovereign regional payment ecosystems while AI integration and configurable privacy protocols like the Canton Network address critical interoperability challenges. Simultaneously, legal frameworks in jurisdictions such as the UAE and UK are classifying digital assets as a distinct form of property, enabling the tokenization of trillions of dollars in traditional illiquid assets onto blockchain rails. This regulatory evolution, paired with the rise of stablecoins as primary treasury instruments, is forcing traditional capital markets to adopt 24/7 trading models and modernize legacy infrastructure to meet the demands of a crypto-native generation.
- The Economist8 min
How OSINT has given Ukraine a strategic advantage
The company initiated direct data sharing with Ukrainian military officials and former spy chief Kyrylo Budanov to provide strategic intelligence on Russian operations in the Black Sea and deep territory. While an ethics committee reviews government requests to ensure transparency, the founders emphasize that their role involves guiding technology use through selective partnership rather than claiming neutrality in conflicts with distinct societal impacts. Despite facing Russian cyber threats and being viewed as a hostile entity, the fleet maintains operational resilience through a disaggregated architecture that ensures continuous service even when individual satellites are compromised.
Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia
Elon Musk, Shaun Maguire, Molly O'Shea
Sean McGuire describes SpaceX as the "greatest company of all time," having invested $1.2 billion since 2019 to acquire a stake now valued at approximately $12 billion amid an implied $800 billion market cap. The organization is pivoting toward building space-based data centers by leveraging the excess launch capacity of the Starship rocket, a strategic move paralleled by Starlink's evolution into a global infrastructure network serving over 15 million subscribers. Upcoming milestones include the 2026 deployment of reliable Starship flights and a 2028 rollout of Direct to Cell services, which collectively aim to unlock massive liquidity through an anticipated IPO while reshaping the physical infrastructure constraints facing the AI sector.
- Goldman Sachs20 min
Edward Norton: From Hollywood to High-Impact Entrepreneurship
Edward Norton, Kim Posnett, Sam Britton
Actor and entrepreneur Edward Norton leverages his collaborative philosophy, famously asserting that "one plus one plus one equals ten," to co-found successful ventures like CrowdRise and the data analytics firm Kensho. These enterprises, which were eventually sold to GoFundMe and S&P respectively for substantial valuations, emerged from solving specific inefficiencies in fundraising and board governance rather than a pursuit of status. Norton applies this same fusion of analytical and creative thinking to his current infrastructure project, Stacks, while maintaining that his film career and environmental advocacy function as a synergistic force rather than a divided focus.
- Goldman Sachs21 min
Will US Stocks Outperform in 2026?
Sharmin Mossavar-Rahmani, Alison Nathan
Goldman Sachs projects global equities to outperform U.S. stocks in 2026, with emerging markets excluding China forecast to lead returns despite a negative outlook on Chinese assets due to a disconnect between official GDP figures and independent growth estimates. While identifying potential valuation risks and "bubble trouble" within the private AI sector, the firm advises against hedges like gold or Bitcoin in favor of U.S. Treasuries and broad S&P 500 exposure. The strategic recommendation centers on maintaining a diversified portfolio with a U.S. overweight, utilizing the index's rebalancing mechanism to capture long-term returns driven by margin expansion and AI efficiency.
- The Economist9 min
Why are ICE agents targeting Minneapolis?
The administration targeted the Democratic stronghold of Minneapolis for immigration enforcement to politically polarize voters and challenge officials like Governor Tim Walz, despite the city's small immigrant population creating logistical challenges for meeting enforcement quotas. This strategy follows disputed border agent shootings, including the killing of Alex Preti, where conflicting narratives between officials and video evidence have fueled public opposition and shifted polling toward abolishing ICE. As Minnesota leaders face federal investigations and federal agents preempt local inquiries, escalating tensions between state and federal authorities are driving potential government shutdowns while large protests continue in freezing conditions to contest the administration's monopoly on defining the facts.
- a16z1h 4m
The Biggest Bottlenecks For AI: Energy & Cooling
Jen Kha, David George, Monique, Catherine Boyle, Leslie
A leading investment firm details a strategy capitalizing on the shift of high-growth tech opportunities into the private market and the massive AI infrastructure build-out driven by giants like Google and Microsoft. The firm targets investments in high-momentum AI companies and top-tier research teams while anticipating energy constraints and a shift toward agent-based workflows that could disrupt traditional enterprise software. With a focus on long private tenures and granular monetization, the portfolio aims to capture value from a market projected to exceed the combined scale of the mobile and cloud cycles over the next decade.
Data Centers in Space? Armada’s CEO on SpaceX and the Edge
Armada, funded by over $200 million, deploys modular AI factories to bring hyperscale computing to remote and hostile environments, effectively bridging the digital divide in regions lacking traditional infrastructure. Strategic alliances with key entities like SpaceX, OpenAI, and Microsoft enable the company to integrate edge connectivity and proprietary models into diverse sectors ranging from military operations on aircraft carriers to disaster response in the Arctic and Saudi desert. By prioritizing rapid deployment of American-led AI stacks, Armada aims to secure global data sovereignty and expand its footprint into critical industries such as energy and defense through 2026.