Latest Interviews
Showing 691–705 of 9,624 transcripts.
Clear all filters- Goldman Sachs21 min
Leading Through Complexity: EY’s Janet Truncale on Leadership, AI, and the Modern Boardroom
EY Global Chair Janet Troncalli is steering the firm's transformation into a tech-enabled professional services model that leverages AI for 400,000 employees across 150 countries while prioritizing a "humans at the center" approach. The organization is shifting toward co-source managed service partnerships and fostering a challenger culture to navigate geopolitical risks, evidenced by accelerated client capital deployment despite dampened M&A activity. This strategic pivot is underpinned by a unified global operating model, extensive AI training for the workforce, and a leadership framework designed to manage complex decision-making through alignment over consensus.
- Bank of America20 min
Payroll call
Sphia Salim, Zviya Salim, Aditya Abbas, Shruti Mishra, Alex Cohen, Mark Havana, Bruno Brasenia
The June 5th release of U.S. payroll data significantly surpassed consensus expectations with 120,000 private sector jobs added and upward revisions of 93,000, driven primarily by leisure, hospitality, and local government roles. This strength shifted risk distributions toward a hawkish stance for the Federal Reserve, yet strategists maintain that a June rate hike remains unlikely due to stable unemployment and wage growth, anticipating that Chair Jerome Powell will address inflation concerns at upcoming Senate testimony. Consequently, the dollar rallied against major currencies while two-year Treasury yields jumped over 10 basis points, though market pricing for pre-midterm rate increases may overestimate immediate policy action given lingering skepticism about Chair Powell's timeline.
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute
Roman Chernin, Harry Stebbings
Nebius navigates a critical 6–12 month execution bottleneck by leveraging a four-layer product strategy that evolves from bare metal infrastructure to agentic orchestration, aiming to diversify its client base beyond hyperscalers to thousands of enterprises. Co-founder Roman defends the sector's growth trajectory against bubble concerns, arguing that the Jevons Paradox will drive surging demand for optimized open-source models while European sovereignty initiatives foster a distinct ecosystem of builders. With a 2025 capital expenditure program of $20–25 billion and recent institutional validation from a 5.3% stake disclosure, the company positions itself as a cost-efficient alternative to hyperscalers by prioritizing Total Cost of Ownership reductions over raw hardware pricing.
- a16z1h 1m
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
Benedict Evans, Erik Torenberg
Benedict Evans analyzes the rapid transition of agentic coding into a definitive product-market fit, noting how massive CapEx investment by major tech firms is currently creating a disequilibrium between supply and demand. He argues that while foundation models may eventually become low-margin commodities akin to mobile infrastructure, the immediate future involves significant adoption challenges and a divergence between deep workflow integration and superficial usage. Ultimately, Evans suggests that AI will drive profound economic restructuring and invisible automation, though the primary financial value will likely accrue to application-layer companies rather than the model providers themselves.
- The Diary Of A CEO2h 32m
DEBATE: The Death Of The Middle Class! Only The Top 1% Will Survive!
Nick Hanauer, Daniel Priestley
Economists Nick Hanauer and Daniel Ek diagnose a K-shaped economy where decoupled productivity and aggressive financialization have stripped median workers of wages while concentrating wealth in the top 1%. Hanauer advocates for breaking up monopolies, reforming tax codes, and establishing sovereign wealth funds to redistribute capital, whereas Ek prioritizes widespread entrepreneurship, education, and small business density to restore worker agency. Despite their differing strategies for minimum wage and state intervention, both agree that without shifting from capital efficiency to human flourishing, current trends will likely trigger severe social unrest or political instability.
- All-In Podcast40 min
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Brad Gerstner, Gavin Baker, Kelly Rodriques, Chamath, Jason, Friedberg, Naval, Thomas Lafont, Keller
In Q1 2025, the private market established secondary trading as a primary exit mechanism for late-stage companies like Anduril and SpaceX, with employee transactions accounting for 31% of primary venture activity as shares shifted to a premium valuation. Institutional players such as Schwab and Vanguard are democratizing access through regulated interval funds, prompting a structural shift where venture capital firms actively manage capital recycling to return liquidity to limited partners. While panelists identify AI infrastructure and space logistics as key investment areas within a "parabolic" but fundamentally sound market, they also warn of emerging regulatory pressures and the risks of retail investors lacking the discipline to navigate cyclical drawdowns.
- All-In Podcast32 min
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Cerebras Systems CEO Andrew Feldman and Planet Labs CEO Will Marshall project a transformative 2026 for Initial Public Offerings, driven by Cerebras' record-breaking debut and Planet's 10x post-IPO surge. Their discussion highlights the strategic convergence of artificial intelligence and space infrastructure, where declining launch costs and Wafer-Scale Engine technology promise to shift computing operations from Earth to orbital data centers. This market shift is redefining capital allocation for investors, positioning public listing and real-time satellite integration as critical catalysts for future trillion-dollar valuations in sectors ranging from agriculture to global security.
- Milken Institute27 min
Miranda Kerr & Baby2Baby Co-CEOs Kelly Sawyer Patricof & Norah Weinstein | Global Conference 2026
Miranda Kerr, Kelly Sawyer Patricof, Norah Weinstein, Lisa Ling, Jory Rollins
Over fifteen years, Baby2Baby has scaled from a Los Angeles storefront to a national logistics network that has distributed half a billion essentials to 1.5 million children, while currently managing a critical gap where only 15% of the ten million children in need receive support. Leveraging a high-profile board of "Angel Moms" and strategic policy advocacy, the organization successfully lobbied for diaper tax reforms in twenty-four states and secured a federal maternal health partnership with the Biden White House. Facing a waitlist of eleven million requests, Baby2Baby is now launching a capital campaign to construct a new headquarters and expand its in-house manufacturing to bridge the supply shortage serving the remaining unreached families.
- The Economist7 min
What SpaceX, OpenAI and Anthropic's IPOs mean for investors | The Economist
SpaceX, OpenAI, and Anthropic are executing simultaneous "giga IPOs" projected to inject up to $4 trillion into the US stock market, driven by urgent capital needs and a strategic push to capitalize on AI-driven market euphoria. While index providers plan to rapidly integrate these valuations into benchmarks like the S&P 500 within days, analysts warn that high price-to-sales multiples and historical IPO underperformance trends suggest significant risks of price volatility and subsequent declines for early investors. This surge marks a structural shift where tech giants prioritize massive capital raising over shareholder returns, potentially reversing previous capital flows as firms speculate on future revenue streams like Mars colonization and space-based data centers.
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO
Jacob Lauritzen, Harry Stebbings
Legora has achieved $100 million in ARR within 18 months while scaling its engineering team to approximately 80 members with a goal of 270 by late 2027, driven by an aggressive adoption of AI coding tools like Cloud Code and Cursor. CTO Jacob Loretz has redefined operational strategy by treating AI spending as an investment against opportunity costs and shifting product management roles toward strategic prioritization while retaining human oversight for high-stakes security reviews. To maintain its market position against AI-generated "slop," the company emphasizes opinionated design and custom internal tooling, aiming to avoid direct competition by mastering complex edge cases and evolving toward a future where system architecture replaces line-by-line coding.
- Y Combinator29 min
Emergent: How Six Months of Tinkering Led To A $100M ARR Company
Emergent is an AI-driven platform founded by Dunzo alumni Mukund and Madhav that enables non-programmers to build and monetize functional software through natural language interaction. Operating with a 95% Bangalore-based engineering team, the company has scaled to an $100 million annual recurring revenue run rate and serves over 8.5 million users by leveraging a proprietary multi-agent architecture that ranks first on industry coding benchmarks. The platform distinguishes itself by focusing on end-to-end software execution rather than prototypes, having shipped over 10 million applications globally within its first nine months of operation.
- Goldman Sachs11 min
Copper: AI Hype or Supply Squeeze?
A commodities strategist analyzes the divergence between gold's resilient safe-haven performance during the Iran conflict and the skepticism regarding its near-term upside caused by shifting macro rates. The trader assesses silver's limited upside potential due to its tight correlation with gold, while maintaining a neutral stance on copper despite AI-driven demand narratives that conflict with current global surplus levels. Finally, the outlook for aluminum projects a temporary physical deficit and price appreciation through summer before a surplus is expected to emerge following the resumption of Middle Eastern production later in the decade.
- Stanford Online49 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Applications, Applied AI
Tuhin Srivastava, Apoorv Agrawal, Doohan
Base10, led by CEO Toohin, provides a managed inference infrastructure that powers over 30 trillion tokens daily by aggregating 18 clouds to optimize costs for custom open-source AI models. The company differentiates itself from hyperscalers by abstracting complex hardware management and enabling customers to post-train proprietary models, a strategy driven by a thesis that GPU scarcity will remain permanent as agentic demand grows exponentially. With a projected capital expenditure of $7 billion to secure 150,000 B200 equivalents, Base10 aims to industrialize AI deployment through modular data centers and a transition from compute markup to token-based pricing.
- All-In Podcast31 min
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Dan Loeb, Chamath, Jason, Friedberg
Third Point founder Dan Loeb outlines his firm's strategic evolution toward a multi-platform model managing nearly $30 billion in assets, which integrates hedge fund operations, private credit, and insurance to capitalize on selectivity in a shifting bond-and-credit market. Loeb details aggressive investment tactics including shorting the housing sector and bullish positions on NVIDIA, while emphasizing the irreplaceable human element in assessing character alongside technological literacy. Beyond finance, the narrative highlights Loeb's high-profile criminal justice reform efforts, specifically the successful advocacy for the pardon of Ross Ulbricht, and his philanthropic focus on education reform to address income inequality.
- Milken Institute58 min
Private Wealth and the Future of Financial Security | Global Conference 2026
Maneet Ahuja, Peter Beske Nielsen, David Blanchett, Jay Jackson, Jed Laskowitz, Ida Liu
The upcoming historic wealth transfer exceeding $100 trillion to millennials, with $30 trillion allocated to women, is driving a strategic pivot toward diversified geographic exposure and long-duration themes like AI infrastructure and longevity healthcare. Financial strategies are simultaneously adapting to a volatile "new normal" by shifting retirement focus from accumulation to decumulation, utilizing probabilistic healthspan data to challenge standard withdrawal rates, and leveraging family offices as primary capital allocators. Meanwhile, the asset management landscape is consolidating around advanced AI integration for underwriting and risk analysis while accommodating gender-driven impact investing and global pension reforms that expand individual access to private market strategies.