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  1. 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.

  2. The Economist9 min

    Are America’s tariffs here to stay?

    Jamieson Greer, David Rennie

    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.

  3. 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.

  4. 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.

  5. Milken Institute36 min

    Michael Milken in Conversation with HE Khaldoon Khalifa Al Mubarak | Middle East & Africa Summit

    Michael Milken, HE Khaldoon Khalifa Al Mubarak, Sarah Sandler, His Excellency Khaldoon Khalifa Al Mubarak

    Building on early foundational investments like the 2017 creation of a federal AI ministry and MBZ AI University, the UAE is accelerating its strategic pivot with the US-backed Stargate project, a massive 19-square-kilometer AI cluster scheduled for operational status by late 2025. This infrastructure initiative, which integrates 35,000 NVIDIA H100 chips and involves major partners like OpenAI and Microsoft, serves as the backbone for broader domestic AI integration across government services via the "Tem" platform and corporate strategies such as Mubadala's "Maya" decision-making system. These concerted efforts aim to sustain the nation's top global rankings in entrepreneurship and competitiveness while driving projected wealth migration and economic diversification beyond oil.

  6. All-In Podcast51 min

    Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

    Jason, Bob Sternfels, Hemant Taneja

    The event analyzes the acceleration of AI adoption in enterprise settings, highlighting a shift from long-term strategy to rapid deployment that is compressing investment timelines and creating a disconnect between traditional hiring models and the cost-effective capabilities of AI agents. Speakers forecast a future workforce defined by "radical collaboration" and a "conductor" model where employees manage teams of AI, while emphasizing that human skills like aspiration and ethical judgment will remain critical as the half-life of employee skills shrinks to under four years. Simultaneously, the discussion addresses the physical evolution of technology, noting that while Western software innovation leads in autonomy and robotics, manufacturing bottlenecks and infrastructure constraints currently hinder global adoption, necessitating new approaches to build resilient supply chains and reintegrate human development pathways.

  7. The Economist8 min

    How Netanyahu’s rival would end Israel’s war in Gaza

    Netanyahu, Naftali Bennett, Zanny Minton Beddoes, Edward Carr

    Candidate Yair Gantz frames the upcoming Israeli election as a pivotal choice between internal tribalism and a national renaissance, arguing that the current crisis stems from fabricated animosity rather than genuine policy differences. While positioning his security stance as more hawkish than Prime Minister Netanyahu's by holding the incumbent responsible for the October 7 failures, he pledges to annihilate Hamas and implement a "Gaza 2.0" vision that explicitly rejects a Palestinian state as an existential threat. Gantz plans to launch a diplomatic tour of Arab leaders to reposition Israel regionally, emphasizing pragmatic improvements in Palestinian dignity over statehood while prioritizing the defeat of Hamas as the prerequisite for any future rebuilding efforts.

  8. The Economist9 min

    How Trump’s Venezuela raid is helping China's Taiwan battle plans

    Trump, Jeremy Page, Sarah Wu

    Following a U.S. strike on Venezuela, Chinese military leadership is analyzing the operation to refine "decapitation" capabilities against Taiwan's leadership, a strategy intensified by lessons from Russia's Ukraine campaign. Although Beijing has expanded a mock-up of Taiwan's government complex in northern China and conducted massive "Justice Mission 2025" drills to simulate precise sanctions, the PLA acknowledges current gaps in joint operational integration required for such complex attacks. This strategic evaluation aims to prepare for a full capability target date of 2027 while assessing whether the U.S. raid might distract American focus from containing Beijing's long-term ambitions.

  9. a16z34 min

    Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

    Ben Horowitz, Jen, Justine

    Andreessen Horowitz structures its General Partners as self-directed experts within small, vertically aligned teams to accelerate investment quality and preserve decision-making dynamics. The firm explicitly prioritizes financial returns and specific technological excellence over broad ESG criteria, exemplified by its American Dynamics vertical focused on defense and energy gaps. Simultaneously, the organization is adapting its accelerator strategy to leverage AI tools for earlier-stage founders while maintaining high-ownership stakes to capture the economic potential of the emerging computing platform.

  10. Goldman Sachs26 min

    Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

    Jan Hatzius, Dominic Wilson, Alison Nathan

    Goldman Sachs projects 2026 global growth to reach 2.7%, driven by the "One Big Beautiful Bill Act," German fiscal easing, and the fading impact of 2025 tariffs. The firm forecasts a 2.5% expansion for the U.S. economy alongside expected Federal Reserve rate cuts that aim to lower inflation and address labor market stagnation. While equities are anticipated to deliver low double-digit returns, analysts warn of recession risks tied to the "SOM Rule" and elevated valuations that may trigger significant market volatility.

  11. Milken Institute40 min

    Navigating the Crosscurrents: Global Macro and Investment Outlook | Middle East & Africa Summit 2025

    Dan Murphy, His Excellency Waleed Al Mokarrab Al Muhairi, Tony Minella, Anne Walsh

    In this session, Tony Minella of Eldridge, Waleed Al-Mahari of Mubadala, and Anne Walsh of Guggenheim project a U.S. macroeconomic steady state with 2% GDP growth while anticipating Fed rate cuts that will place the 10-year Treasury yield in a 3.5% to 5% trading range. The panelists distinguish the current AI investment super-cycle from the dot-com bubble by citing real earnings among tech conglomerates, though they warn of obsolescence risks and the eventual disruption of traditional valuation models. Despite U.S. market dominance, the group emphasizes a strategic pivot toward global diversification in Asia and Brazil to capture emerging growth while managing systemic leverage and geopolitical volatility.

  12. The Economist9 min

    Why Israel is closely watching the Iran protests

    Anshel Pfeffer, Jason Palmer, Eva

    Following a twelve-day war in June, intensified protests and economic instability in Iran threaten to shatter the regime's hold on power while prompting leadership concerns over potential external retaliation to divert attention. In response, Israeli Prime Minister Benjamin Netanyahu is maintaining a low-profile strategy of strategic patience, allowing internal Iranian dynamics to unfold rather than launching immediate military strikes. This approach aims to facilitate long-term geopolitical shifts, including the eventual erosion of Iran's proxy network and the potential for a future strategic alliance that could end decades of hostility.

  13. Goldman Sachs22 min

    Turning $700 into a Billion-Dollar Brand: John Paul DeJoria

    John Paul DeJoria, Meena Flynn

    John Paul Mitchell founded John Paul Mitchell Systems and successfully launched the Patrón tequila brand by leveraging resilience and a partnership-based management philosophy derived from his Navy service and humble childhood. The company operates under a 360-year trust structure that prevents sale and ensures all proceeds benefit the beauty industry and its partners, while Mitchell continues to prioritize anonymous philanthropy focused on homelessness and food insecurity. Through strategic pivots from hair care to premium spirits, Mitchell transformed a bootstrapped startup into the world's largest privately owned salon hair care company and executed the largest liquor business sale in history.

  14. Sourcery with Molly O'Shea56 min

    CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap)

    Vlad Tenev, Molly O'Shea

    Robinhood has successfully pivoted to a diversified, all-weather business model with eleven revenue streams exceeding $100 million annually, driven by the expansion of its margin book, the surge in net interest from tens of billions in custody assets, and a gold subscription base of four million. Simultaneously, the firm is modernizing investor engagement through web-based prediction markets, AI-powered trading assistants like Robinhood Cortex, and tokenized stock offerings in Europe, while CEO Vlad Tenev leads strategic initiatives into institutional markets and the development of mathematical superintelligence via his role at Harmonic. This comprehensive transformation aims to transition the company's long-term revenue composition toward non-retail and international sources, reducing historical reliance on volatile retail trading cycles.

  15. All-In Podcast1h 31m

    All-In's 2026 Predictions

    Chamath, Jason Calacanis, David Friedberg, David Sacks

    A group of prominent tech investors and founders, including David Sacks, Jason Calacanis, Chamath Palihapiti, and David Friedberg, discussed their 2026 economic, political, and business forecasts following Sacks' relocation to Austin amid concerns over California's proposed wealth tax. The panel projects a 4.5% to 6% U.S. GDP growth driven by the "Trump Boom" and productivity surges while predicting significant market disruptions such as the collapse of traditional SaaS models and a surge in IPOs for private giants like SpaceX and Stripe. Additionally, the conversation addressed emerging trends in deal-making and media, with participants anticipating a shift toward IP licensing agreements, the rise of citizen journalism, and potential geopolitical resolutions in Ukraine and Iran.