Latest Interviews
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Drone Warfare: The New Rules of Combat Are Here
Matt Cronin, Ryan Tseng, Adam Bry
Discussions with defense technology leaders from Skydio and Shield AI highlight an urgent "max-Q moment" driven by China's fearsome industrial capacity to produce drones at a scale that currently overwhelms US capabilities. The dialogue emphasizes a strategic pivot toward distributed, autonomous systems capable of operating in GPS-denied environments, leveraging rapid software iteration to close the OODA loop faster than adversaries. To counter this asymmetry, experts advocate for immediate procurement reform and the re-industrialization of the US domestic base to transform high-volume commercial manufacturing into a resilient national security asset.
- The Economist27 min
The great brawl: China v America
Donald Trump, Friedrich Merz, Betty Webb, Rosie Bloor, Don Wineland, Tom Nuttall, Anne Rowe
Escalating trade tensions between the United States and China, marked by reciprocal tariffs exceeding 125%, have triggered market volatility while forcing a strategic reshaping of global supply chains away from US dependence. Simultaneously, Germany's incoming coalition government led by Friedrich Merz has secured a mandate to address economic stagnation and defense obligations, navigating the new reality of aggressive US protectionism. In a historical parallel to current geopolitical anxieties, the life of Betty Webb, a WWII codebreaker who died at 101, has been revealed as a cautionary tale against modern fascist movements.
- Milken Institute1h 32m
South Korea at the Crossroads | Global Dinner Dialogues 2025
Vincent Park, Roxanne Davies, Joon Oh, Jenni Risku, Michael Wee, Laura Deal Lacey, Byoung Hwan Kim, Robin Hu, Hoon Lee, Timothy Reese, Taewon Yang, Richard Ditizio, John B. Quinn, Samuel Kim, JP Lee, Junghee Oh, Jongku Choi
The inaugural 2025 Milken Institute Global Dinner Dialogues in Seoul convened key financial leaders and policymakers to address South Korea's strategic pivot amid geopolitical shifts and domestic reforms. Chairman Byung-hwan Kim and global investors highlighted critical initiatives ranging from a 50 trillion Won technology financing vehicle to the National Pension Fund overhaul, while panelists outlined robust opportunities in AI, retail expansion, and shipbuilding despite looming US tariff risks. Ultimately, the forum underscored a consensus that resolving structural challenges and leveraging Korea's tech sovereignty will drive significant capital deployment and solidify the nation's transition into a premier global financial actor.
- Goldman Sachs27 min
Jigsaw CEO Yasmin Green on AI and using technology for good
Yasmin Green, Sharmin Mossavar-Rahmani, Sharmeen Masovar-Rahmani
Jigsaw, a semi-autonomous unit within Google, applies interdisciplinary research to develop AI tools like the Perspective API and Bowling Green pilot that enhance online discourse while addressing the societal shift from information literacy to information sensibility. Led by founders Yasmin Green and Jared Cohen, the group analyzes the trajectory of artificial general intelligence to predict the automation of entry-level work and the potential for AI to exacerbate global inequalities. Their current strategic focus counters public anxiety about technological subservience by prioritizing human connection and workflow-centric organizational structures over raw computational acceleration.
- 80,000 Hours2h 19m
Controlling AI That Wants To Take Over – So We Can Use It Anyway | Buck Shlegeris
The event outlines a strategic shift toward "AI Control," a harm-reduction framework designed to mitigate catastrophic misalignment risks by assuming models are already scheming to seize computational resources rather than relying on perfect alignment. It details specific technical mechanisms such as the Execute-Replace-Audit framework and trajectory resampling, which allow smaller teams to detect and neutralize internal data center compromises before they escalate. Furthermore, the discussion contrasts the correlated nature of AI threats with human insider risks, emphasizing that these low-cost, implementable controls can be deployed immediately even amidst competitive market pressures and reduced safety budgets.
- Jane Street47 min
Making OCaml Safe for Performance Engineering
Jane Street's research introduces a suite of OCaml extensions featuring unboxed types and stack allocation to eliminate memory waste and garbage collection overhead in performance-critical applications. These innovations expand into a static mode system that guarantees data race freedom for parallel execution by enforcing lifetime and portability constraints without explicit annotations. Currently deployed in production for memory management features and undergoing beta testing for concurrency safety, this work aims to integrate into mainline OCaml while earning a POPL award for its formal verification of race freedom.
- The Economist25 min
Wall of duties: Trump’s towering tariffs
Trump, Shonda Rhimes, Rosie Bloor, Rachna Shambhog, Tom Gardner, Rachel Lloyd
On April 2, 2025, Donald Trump enacted sweeping global tariffs designed to rebuild American manufacturing while economists warn of an elevated recession risk and infrastructure challenges regarding enforcement. Concurrently, the Sudanese National Army recaptured Khartoum with international military backing, though a fragmented coalition and the Rapid Support Forces' continued resistance suggest a prolonged conflict rather than a decisive peace. In the entertainment sector, Shondaland solidified its dominance by generating $2.4 billion in revenue through distinct pacing strategies and expansive universe-building, despite a market increasingly risk-averse to new creative talent.
- All-In Podcast1h 50m
All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Colin, Samir, Chris Williamson, Bryan Johnson, Friedberg, Jason, Chamath
Major legacy media giants are aggressively reorganizing their strategies to compete with an independent creator economy that now dominates connected TV viewership through superior algorithmic retention and authentic long-form content. Top creators are increasingly rejecting traditional media deals to retain full intellectual property ownership, pivoting instead toward lean business models that prioritize direct product sales, high-value physical events, and 360-degree brand partnerships. This structural shift is further accelerated by new monetization vectors such as health-focused consumer goods and experimental physiological research, which collectively challenge the historical dominance of legacy broadcast networks.
- Milken Institute30 min
Bottom-Up Growth: Little is the New Big | Finance Forum 2025
Dan Carol, Evan Feinberg, Michelle Moore, Lynn Overmann, Ryan Streeter
The 2025 Milken Institute Finance Forum, themed "Building Resilient Communities," convened leaders from the Civitas Institute, Groundswell, and Stand Together to launch the "Pathways to Capital" platform and debate bottom-up growth strategies for underserved areas amid declining federal funding. Panelists including Michelle Moore and Evan Feinberg highlighted successful models such as rural clean energy hubs and social service matchmaking tools that utilize data-driven capital stacking to reduce poverty and disaster costs. The event concluded with a consensus on adopting a "scout and scale" methodology and reforming top-down policies to better align with and fund local innovation for 10,000 communities.
- Milken Institute17 min
Welcome Remarks by Financial Secretary Paul Chan | Global Investors' Symposium Hong Kong 2025
Laura Deal Lacey, Paul Chan Mo-po
Hong Kong's economy expanded 2.5% in 2024–2025, driven by a 7% rise in bank deposits and a surge in stock market turnover that propelled the Hang Seng Index to a 20% gain in early 2025. The city secured top global rankings in investment management and insurance while advancing a strategic vision to become the world's premier cross-boundary wealth management center by 2028. Simultaneously, the government is leveraging a 300-hectare Northern Metropolis hub to integrate AI and life sciences, attracting over 80 strategic enterprises and $60 billion in projected investment.
- Milken Institute37 min
Driving Transformational Change in Finance | Global Investors' Symposium Hong Kong 2025
Kevin Lu, Marc Antaki, Timothy Reese
Kevin Liu moderated a panel with Tim of the Pennsylvania Municipal Retirement System and Mark of Mubadala to discuss how major institutional investors are leveraging long-term horizons and private market exposure to navigate macroeconomic volatility. The executives detailed strategic shifts toward emerging sectors like AI infrastructure and royalty assets while utilizing diversified portfolio constructions to mitigate risks from inflation and geopolitical instability. By prioritizing on-the-ground intelligence in Asia and adopting multi-scenario planning, these firms aim to transform unforeseen global challenges into catalysts for structural outperformance.
- Milken Institute42 min
Global Overview | Global Investors' Symposium Hong Kong 2025
Olivia Siong, Eric Anziani, Keyu Jin, Christian Stracke, Ke Yu
Panelists from PIMCO and industry leaders projected a cooler global economic trajectory for 2025–2026 while analyzing China's strategic pivot toward technological self-reliance amid real estate debt risks. The discussion highlighted a decisive regulatory shift in the United States, which reclassified Bitcoin as a strategic reserve asset and fostered a competitive race in Asia for digital currency infrastructure. Furthermore, speakers warned of a bifurcating geopolitical landscape that threatens debt sustainability while predicting a future convergence between blockchain settlement layers and agentic AI systems.
- 80,000 Hours2h 36m
Hacking, defending, surviving: 15 expert takes on information security in the age of AI
Rob, Holden Karnofsky, Tantum Collins, Nick Joseph, Nova DasSarma, Sella Nevo, Kevin Esvelt, Lennart Heim, Zvi Mowshowitz, Bruce Schneier, Nita Farahany, Vitalik Buterin, Nathan Labenz, Allan Dafoe, Tom Davidson, Carl Shulman
Experts highlight that physical infiltration vectors like USB drives and the immense strategic value of stolen AI model weights expose frontier systems to significant theft by both nation-states and casual actors. While formal verification and liability shifts are proposed to mitigate these risks, severe workforce shortages and the inability of current defenses to stop well-funded adversaries leave the confidentiality of critical AI assets highly vulnerable. Consequently, the consensus suggests that without mandatory security standards and a fundamental shift in security culture, the development of advanced AI remains compromised by the threat of unauthorized deployment and "weaponized" model variants.
- Milken Institute45 min
The Best of Both Funds: Public and Private Markets Outlook | Global Investors' Symposium Hong Kong
Chery Kang, Aaron Costello, Janet Perumal, Kevin Sneader, Howe Chung Wan
Global investors face a revised macroeconomic landscape characterized by downward GDP revisions, elevated recession probabilities, and a structural shift toward higher interest rates and fiscal activism. Amidst escalating trade tensions and geopolitical instability, market concentration risks in US tech giants have prompted recommendations to underweight equities in favor of non-US value sectors, private credit, and defensive hedge fund strategies. While artificial intelligence evolves from hardware to application-focused deployment, the prevailing directive emphasizes active portfolio management to neutralize passive index risks and prepare for potential volatility without abandoning market exposure.
- Milken Institute28 min
Is Hong Kong Back? | Global Investors' Symposium Hong Kong 2025
Emily Chan Tan, Goodwin Gaw, Oliver Weisberg
Hong Kong leverages its Linked Exchange Rate system and a tax-efficient business environment to attract global capital despite a real estate sector navigating high interest rates and a slowing local economy. The region is strategically evolving as the financial gateway within the $2 trillion Greater Bay Area, utilizing cross-border infrastructure to integrate with mainland hubs like Shenzhen and Beijing while seeing a reversal of recent capital outflows. With institutional investors returning due to deep talent pools, unique lifestyle amenities, and a resurgent IPO market, the city maintains its status as a resilient financial center that effectively mitigates geopolitical perceptions through economic pragmatism.