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  1. All-In Podcast2h 15m

    The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

    Jeremy Allaire, George Kurtz, Adam Goldstein, Chase Lochmiller, Mike Green

    In a discussion featuring Jeremy Allaire of Circle and Brian Armstrong of Coinbase, industry leaders forecast that 2026 will mark a pivotal shift toward institutional stablecoin adoption driven by new regulatory frameworks and falling interest rates. Concurrently, security experts like George Kurtz highlight how AI has accelerated cyber threats while aviation pioneers such as Adam Goldstein of Archer Aviation anticipate commercial VTOL operations by summer 2026 following accelerated federal certification. Meanwhile, Crusoe's Chase Locke Miller details a strategic pivot to energy-abundant regions, securing massive AI infrastructure capacity through stranded renewables and small modular reactors to support the surging demand from hyperscalers.

  2. Milken Institute51 min

    Innovation in Artificial Intelligence and Manufacturing | Middle East & Africa Summit 2025

    Hunny Bhagchandani, Kaushik Burman, Frans Cronje, Songo Didiza, Guy Diedrich, Mostafa El-Ghorab, Kweilin Ellingrud, John Kamara, Francis Kariuki, Ayaan Mohamed, Editha Mshiu, Emily Musil, Nneile Nkholise, Derick Nwumfor Chunga, Michael Milken

    Launched in 2021, the Milken-Mozzeppe Innovation Prize's fourth "AI and Manufacturing" track selected ten semi-finalists from over 12,000 global applicants to compete for a $1 million grand prize at the May 2026 Milken Institute Global Conference. A panel of industry experts evaluated these contenders based on commercial viability and technological depth, with five companies including Digitech Oasis and Blee Glee Management Company advancing to the final round while all ten recipients received $50,000 seed awards. Strategic commentary from leaders such as Michael Milken underscored the program's role in catalyzing local African manufacturing, creating youth jobs, and disintermediating global industries through AI-driven innovation.

  3. Milken Institute47 min

    Advancing Precision Oncology: Prevention, Early Detection, & Treatment | Middle East & Africa Summit

    Alan Tisch, Georges Pascal Haber, Majed Mohammed, Simranjit Singh, Nicole Sirotin

    A comprehensive panel discussion detailed the global shift toward precision oncology and AI-driven drug discovery, highlighting how biomarker-specific treatments and metabolic interventions are projecting a transition where cancer becomes a manageable chronic condition by 2050. The event underscored strategic initiatives in the UAE, including the Emirati Genome Project and GLP-1 repurposing, which aim to address regional screening disparities and reduce mortality through early detection and preventive care models. Experts further emphasized the integration of robotic surgery advancements and mRNA technologies alongside robust patient advocacy to bridge the gap between innovative clinical protocols and accessible public health infrastructure.

  4. All-In Podcast1h 6m

    Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

    Dr. Mehmet Oz, Dr. Oz, Chamath, Jason, Friedberg

    Dr. Mehmet Oz's summary outlines a Trump administration strategy to overhaul U.S. healthcare by bypassing legislative gridlock through administrative rulemaking and leveraging AI to boost clinical efficiency while enforcing strict fraud detection. Central to this approach is a radical reduction in drug costs via direct negotiations with manufacturers like Novo Nordisk and Eli Lilly, alongside a $50 billion rural transformation fund deploying telemedicine and autonomous technology. The administration projects these measures will eliminate billions in waste, stabilize Medicare sustainability, and fundamentally reshape the system by prioritizing subject-matter expertise over traditional political staffing.

  5. All-In Podcast1h 35m

    Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

    Brian Armstrong, Andrew Feldman, Jake Loosararian, Jason Calacanis

    At a recent World Economic Forum panel, industry leaders Brian Armstrong, Andrew Feldman, and Jake Lucerarian detailed a strategic shift toward regulatory compliance, hardware acceleration, and industrial robotics. Armstrong outlined how new U.S. stablecoin legislation and favorable administration policies are driving institutional adoption, while Feldman described Cerebras's Wafer-Scale Engines as a critical solution to power and latency bottlenecks facing AI infrastructure. Simultaneously, Lucerarian highlighted how Gecko Robotics is leveraging proprietary data and government defense contracts to automate high-value physical inspections, underscoring a convergence of AI, energy constraints, and tangible economic infrastructure.

  6. Sourcery with Molly O'Shea48 min

    Snowflake vs Databricks: The AI Data War | CEO of $SNOW

    Sridhar Ramaswamy, Molly O'Shea

    Sridhar Ramaswamy positions Snowflake as a dual-focused enterprise aiming to balance rigorous reliability with accelerated velocity to compete in the early stages of an AI supercycle that he estimates will drive $6 trillion in market gains by 2025. The company's strategy involves integrating the Observe telemetry platform to enable natural language system querying while explicitly shifting away from human-intensive licensing models toward efficient AI-native alternatives. Ramaswamy emphasizes that navigating this "wartime environment" requires leaders to combine drive with malleability, urging the organization to transform its culture from long-planning database operations into an iterative ecosystem where data and code interact through natural language and APIs.

  7. Goldman Sachs24 min

    Qatar PM Al Thani: Diplomacy and Qatar's Economic Future

    Al Thani, Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani, Jared Cohen

    Qatar leverages its "national security doctrine" to position itself as a neutral global mediator and logistics hub, aiming to prevent regional escalation while securing geopolitical leverage for its economy. This strategy drives the Qatar Investment Authority to transform the state into a multi-sector powerhouse by creating "national champions" like Qatar Airways and Qatar Energy, ensuring growth beyond its small population limits. Following lessons from the 2017 blockade, the nation further strengthens its resilience through Vision 2030, which prioritizes human capital development and diversified energy supplies to maintain stability amid eight concurrent international conflicts.

  8. Goldman Sachs12 min

    “A Massive Broadening Trade”

    Rich Privorotsky, Chris Hussey

    Global markets are pivoting from a narrative of fading geopolitical risk to one dominated by Japanese bond volatility and a surging "real asset" rally driven by central bank diversification and inflation expectations. While U.S. mega-cap tech faces valuation compression due to AI investment concerns, capital is rotating aggressively into emerging markets and cyclical sectors like Greek banks to capitalize on a broader pro-growth strategy. As investors await critical tech earnings and Federal Reserve leadership nominations, the primary market risk remains a potential shift from rate cut expectations to aggressive hikes should U.S. labor data stabilize.

  9. Goldman Sachs22 min

    Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

    David Solomon, Alison Nathan

    Goldman Sachs analysts project the 2026 global economy will benefit from stimulative fiscal and monetary policies that favor the U.S. structural growth advantage over Europe and China, despite lingering geopolitical risks. The firm anticipates a historic surge in M&A and IPO activity driven by a permissive regulatory environment and shifting CEO sentiment toward dealmaking. Internally, the organization is leveraging its "OneGS 3.0" AI strategy to restructure legacy processes, aiming to boost efficiency and productivity without reducing headcount while focusing future growth on asset and wealth management.

  10. Goldman Sachs20 min

    Will macro tailwinds drive stocks higher?

    Dominic, Josh

    Markets in early 2025 exhibit a shift from narrow AI concentration to broader cyclical leadership, driven by non-U.S. outperformance in regions like Japan and Korea alongside a breakout in U.S. bond yields. Analysts project a Federal Reserve holding rates through spring before implementing 50 to 100 basis points of cuts later in the year, coinciding with a "Year of the Tariff" that is expected to transition into a global growth cycle by 2026. Investors are consequently advised to diversify beyond the S&P 500 into international equities and U.S. cyclicals like housing and regional banks to navigate elevated valuations and a steeper yield curve.

  11. All-In Podcast48 min

    Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition

    David Sacks, Michael Kratsios, Maria Bartiromo

    The United States maintains a significant technological lead over China in frontier AI models and semiconductor infrastructure, driving current economic growth while transitioning into an intensified competition for power generation capacity. To sustain this advantage, the administration has dismantled previous restrictive regulations in favor of a streamlined federal framework that prioritizes permissionless innovation and excludes politically biased models from government procurement. With private capital fueling data center expansion and strategic export programs aiming to secure global market share, the nation seeks to outpace China's domestic tech indigenization while mitigating risks of surveillance and regulatory fragmentation.

  12. Milken Institute45 min

    Real Estate in a Repriced World | Middle East & Africa Summit 2025

    Caitlin MacLean, Ian Livingstone, Yasseen Mansour, Sue Nickason, Yassine

    This event analyzed divergent real estate trajectories across key jurisdictions, highlighting the UAE's rise as a tax-efficient migration hub while detailing how Egyptian developers are countering inflation through premium branding and mixed-use revenue streams. Attendees examined strategic adaptations to global volatility, including Panama's fast-track privatization laws, Cayman Islands' self-sufficient infrastructure models, and the specific risks of surging data center debt and hospitality distress in the US. The discussion concluded that long-term success now requires rigorous due diligence on climate resilience and legal stability to navigate a market where speculative gains have given way to sustainable, experience-driven asset management.

  13. All-In Podcast45 min

    Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers

    Sarah B. Rogers, Jason, Sacks

    Sarah Rogers, newly appointed Undersecretary for Public Diplomacy, is prioritizing a global mandate to counter malign information and challenge European regulations like the UK's Online Safety Act and the EU's Digital Services Act, which she argues infringe on First Amendment rights through excessive speech criminalization. She contends that these frameworks function as censorship tariffs designed to extract revenue from American tech firms and notes that the Biden administration previously leveraged disinformation labels to suppress pandemic-related truths. In response to this regulatory divergence, the State Department is deploying sanctions and diplomatic pressure against foreign officials and intermediaries while advocating for community-driven moderation tools to preserve free expression in the digital ecosystem.

  14. Sourcery with Molly O'Shea38 min

    Inside Zipline’s Factory: The World’s Largest Drone Delivery Network

    Keller Rinaudo Cliffton, Molly O'Shea

    ZipLine is nearing two million total deliveries of autonomous aircraft across 140 million safe commercial miles, with its California headquarters employing over 1,300 staff to oversee a fleet managed by human supervisors rather than direct pilots. The company is rapidly scaling operations from 17 to 24 hours daily while transitioning to single-operator control of up to 30 units, supported by extensive in-house manufacturing of custom electric components and rigorous testing protocols. Strategic partnerships with major retailers and healthcare providers are driving adoption where over 50% of some households order via the service, despite current supply constraints necessitating limits on non-essential orders to ensure reliability.

  15. Goldman Sachs25 min

    Anastasia Soare: Building a Billion-dollar Beauty Brand

    Anastasia Soare, Meena Flynn

    Anastasia Sorey, founder and CEO of Anastasia Beverly Hills, joined Goldman Sachs to recount her journey from navigating communist Romania to building a billion-dollar beauty empire through a philosophy of mastering craft and prioritizing client well-being. Sorey detailed how she leveraged resilience, a self-developed product line, and strategic partnerships with retailers like Nordstrom and media figures like Oprah Winfrey to scale her brand while rejecting traditional business planning in favor of direct market validation. The event concludes with Sorey's advocacy for immigrant entrepreneurs to pursue their dreams through hard work and a "pay it forward" mentality, underscored by the release of her new book *Raising Brows*.