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  1. Sourcery with Molly O'Shea32 min

    Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling

    Brian Schimpf, Molly O'Shea

    Anduril, now a $30 billion company employing 7,000 people, is capitalizing on a shifting global security landscape by deploying its Lattice software platform to manufacture autonomous systems at commercial scales for land, air, and sea domains. Through a meritocratic culture that rejects legacy cost-plus contracting, leadership prioritizes fixed-price deals and localized supply chains to accelerate the delivery of affordable, high-volume technologies like the "Ghost Shark" drone in Australia. With US procurement spending lagging behind historic defense needs, the firm is positioning itself as a primary engine for the international transition toward rapid industrial production and software-driven warfare.

  2. Milken Institute6 min

    LeadersLink Kapila Viges

    Kapila Viges

    Kapila Vygis, CEO of the MPN Research Foundation, leveraged the LeadersLink program to secure mentorship and partnerships necessary for establishing a large-scale real-world evidence registry for myeloproliferative neoplasms. This initiative aims to collect electronic medical records to identify disease progression biomarkers and validate "progression-free survival" as a clinical trial endpoint for the 300,000 U.S. patients affected by these rare blood cancers. By adopting a phased roadmap developed with IQVIA and input from diverse stakeholders, the foundation is addressing data quality and cost sustainability to ultimately create curative-focused treatment strategies.

  3. Milken Institute6 min

    LeadersLink Eszter Hars

    Eszter Hars, Esther Harst

    Esther Harst, a molecular biologist and CEO of the Schwarzman-Diamond Syndrome Alliance, is deploying a patient-entered data platform to address the critical lack of "patient voice" insights in treating this rare genetic disorder that causes fatal leukemia in many patients. The initiative has secured IRB approval and is preparing to launch a pilot study to mobilize the community, facilitate clinical trial matchmaking, and catalyze global collaborations through an open architecture. Building on over 20 years of biotech experience, Harst aims to expand the program to the entire SDS community early next year after validating data utility and patient trust during the pilot phase.

  4. Sourcery with Molly O'Shea39 min

    Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens

    Palmer Luckey, Brian Schimpf, Matt Grimm, Trae Stephens, Molly O'Shea

    Anduril is rapidly scaling its autonomous defense capabilities through massive manufacturing expansions in Ohio and globally, driven by a strategic shift toward industrial speed and affordability over traditional technological edge. Key programs like the Fury autonomous fighter and Ghost Shark underwater vehicle demonstrate the company's ability to outpace legacy contractors such as Boeing and Lockheed Martin while addressing critical capability gaps for allies like Australia. By redefining the defense industry as a product-focused enterprise, the firm aims to transform the U.S. production base into a decisive wartime asset capable of mass-producing systems that integrate AI, optical camouflage, and distributed command structures.

  5. Milken Institute21 min

    Conversation with UAE's Minister of State for AI & Digital Economy | Middle East & Africa Summit

    Omar Sultan Al Olama, Dan Murphy

    The UAE leverages an eight-year strategy and over 500 billion dirhams in investment to rank as a global leader in AI talent retention and deployment, recently securing U.S. authorization to export advanced NVIDIA chips for its massive "Stargate" infrastructure project. This initiative aims to eventually build a 5-gigawatt facility capable of producing 60 trillion AI tokens annually, distinguishing the nation's long-term approach from short-term market hype while explicitly prioritizing ethical frameworks to mitigate job displacement through targeted reskilling and retirement programs.

  6. The Economist14 min

    Geothermal energy’s massive leap forward

    Vijay Vaitheeswaran, Alok Jha

    Driven by artificial intelligence data center demand and hydraulic fracturing innovations, next-generation Enhanced Geothermal Systems are overcoming historical geological constraints to provide 24/7 firm power. Leading this expansion is Vervo, a startup backed by Bill Gates and Google that recently secured California's largest commercial power purchase contract to generate hundreds of megawatts by 2026. While the U.S. Department of Energy forecasts production exceeding current nuclear output by 2050, realizing this potential requires resolving regulatory complexities regarding seismic supervision and market valuation.

  7. Sourcery with Molly O'Shea31 min

    Inside the Myths: Emil Michael on Palantir, SpaceX, Anduril & the Modern DoW

    Emil Michael, Molly O'Shea

    Under Secretary of War Michael, formerly of Uber, is leading a $1 trillion budget restructuring to establish five new defense technology companies and streamline the Department's focus into six critical areas: Applied AI, hypersonics, directed energy, contested logistics, information dominance, and biomanufacturing. This aggressive modernization strategy aims to close the capability gap with China by accelerating domestic supply chains, securing energy infrastructure, and fostering a competitive market that challenges established primes through rapid startup integration. By framing the current geopolitical climate as a "1938 moment," the Department prioritizes immediate deployment of drone arsenals and autonomous systems while leveraging political disruption under Secretary Pete Hegseth to eliminate bureaucratic inefficiencies.

  8. All-In Podcast1h 39m

    Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes

    Tucker Carlson, Nick Fuentes, Charlie Kirk, Chamath, Jason, Friedberg

    Paramount's $108 billion hostile takeover bid for Warner Bros. Discovery, backed by the Ellison family's equity and Middle Eastern funds, currently holds a slight edge over Netflix's rejected $83 billion offer in betting markets, though the WBD board has already publicly accepted the lower streaming-focused proposal. Concurrently, the discussion expands to geopolitical strategies involving Nick Fuentes' rise as a shock jock fueled by bot networks, the economic risks and infrastructure needs of AI adoption, and Tucker Carlson's critiques of NATO and recent US foreign policy actions. Industry leaders debate whether antitrust regulators can effectively handle these massive consolidations while analyzing the societal implications of identity politics and the potential for government overreach in a rapidly digitizing world.

  9. The Economist10 min

    Is China the new superpower?

    Zanny Minton Beddoes, Edward Carr, Ant, David, Ed, Alice

    The analysis examines the People's Liberation Army's advanced regional military capabilities and manufacturing dominance while highlighting severe internal economic stagnation, including three years of deflation and rising youth unemployment. Although China lacks the global projection power of the United States, its strategic focus on national security and superior hypersonic technology positions it to dominate the Indo-Pacific region. Experts conclude that while Beijing will achieve significant geopolitical strength, its long-term stability faces challenges from domestic discontent and an overreliance on foreign markets that it cannot fully control.

  10. a16z1h 2m

    AI Eats the World: Benedict Evans on the Next Platform Shift

    Benedict Evans, Erik Torenberg

    The event analyzes the current generative AI landscape by highlighting a significant adoption gap where high user counts mask low daily utility and a lack of validated enterprise use cases. It examines the economic risks of a potential infrastructure bubble driven by hyperscaler over-investment and contrasts the platform shift against historical mobile and internet transitions. Finally, the discussion evaluates how major tech players like Google, Meta, and Microsoft are strategizing to defend their moats while product evolution moves beyond raw chatbots toward specialized, agentic workflows.

  11. Goldman Sachs8 min

    Are More Rate Cuts Coming?

    Josh Schiffrin, Chris Hussey

    The Federal Reserve executed a third consecutive 25 basis point rate cut, adopting a dovish stance that diverged from hawkish expectations while Chair Jerome Powell signaled a lower threshold for future adjustments due to labor market concerns. Analyst Josh Schifrin forecasts the federal funds rate will fall to 3% or lower by 2026, projecting a steepening yield curve and a weakening US dollar that should support cautiously bullish equity markets driven by economic acceleration rather than monetary constraints. While long-term rate increases are viewed as compatible with risk assets, Schifrin identifies artificial intelligence thematic concerns as a primary source of potential market volatility and noted a conditional willingness to trade for Giannis Antetokounmpo to secure an NBA championship for the Knicks.

  12. Milken Institute1h 2m

    Global Overview: Innovation, Partnerships, and Growth | Middle East & Africa Summit 2025

    Hadley Gamble, His Excellency Jasem Al Budaiwi, Her Excellency Mariam bint Mohammed AlMheiri, Yasseen Mansour, Michael Milken, Yassine Mansour, Jasem Al Budaiwi, Mariam bint Mohammed AlMheiri

    The 46th GCC Summit united regional leaders to prioritize collective defense following recent security threats while accelerating economic diversification, evidenced by non-oil GDP reaching 76% and the UAE becoming the global top destination for millionaires. Strategic investments totaling $150 billion target Africa's demographic growth and energy sectors, complemented by a joint AI strategy designed to transform government services and healthcare across the region. Positioned as a neutral mediator in global affairs, the bloc combines regulatory stability with massive infrastructure projects to attract capital flows and challenge traditional economic centers like Europe and the United States.

  13. Goldman Sachs28 min

    The US-China Tech Race

    Mark Kennedy, Paul Triolo, Allison Nathan

    The US-China technological rivalry spans four strategic arenas, with Washington retaining dominance in fundamental innovation and China leading in application, infrastructure deployment, and self-sufficiency efforts. While US export controls have stalled China's access to advanced EUV lithography and high-end GPUs, these restrictions are simultaneously accelerating Beijing's parallel development of domestic chip manufacturing and open-source AI models. This dynamic creates a potential future where the US owns core design standards while China controls physical hardware and global markets, though US leadership ultimately hinges on resolving domestic energy grid constraints and sustaining its talent pipelines.

  14. The Economist6 min

    How is Russia testing the West?

    Gordon Corera, David Rennie

    Russia currently perceives itself under a continuum of low-intensity conflict with the West, interpreting Ukrainian strikes as direct aggression while employing hybrid tactics to destabilize Western democracies and undermine the existing international order. While Moscow retains high risk tolerance born of this siege mentality, recent escalations appear tempered by the fear of triggering an all-out war that would contradict its strategic goal of dismantling Western dominance. Simultaneously, China maintains a cautious distance from Russian recklessness to preserve its own economic stability, creating a complex dynamic where global powers calibrate responses to deter adversary activities without sparking accidental escalation.

  15. a16z57 min

    The Unicorn Founder Who Delegated Everything.

    Jonathan Swanson, Erik Torenberg

    Jonathan frames time as the most critical asset for founders, advocating for aggressive delegation through a "ladder of leverage" that transitions from human assistants to AI agents to compound ambition. His methodology combines specialized frameworks like algorithm-based task exports and voice-first communication with a rigorous hiring philosophy focused on weakness-based references and trial periods. These strategies enable leaders to reclaim bandwidth for high-value decisions while navigating existential risks through structured support systems and adaptive organizational structures.