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  1. Milken Institute34 min

    Conversation with BlackRock CEO Larry Fink & Brookfield Corp CEO Bruce Flatt | Global Conference '26

    Larry Fink, Bruce Flatt, Laurence D. Fink, Michael Milken

    Bruce Flint of Brookfield and Larry Fink of BlackRock refuted private credit liquidity concerns while projecting a $10 trillion global infrastructure expansion driven by urgent shortages in power, compute, and defense-grade facilities. The executives detailed how hyperscalers are shifting from self-funding to external financing models, facilitating a massive capital transition where private credit and long-term asset managers fund AI data centers and autonomous security infrastructure. Furthermore, these leaders highlighted a structural evolution in retirement investing and asset consolidation, noting that consistent 12% annual returns and bespoke 50-year lock-up periods are essential to support this new "K-economy" where massive capital blocks outcompete traditional public equities.

  2. Stanford Online1h 0m

    Stanford CS153 Frontier Systems | Scott Nolan from General Matter on Energy Bottlenecks

    Scott Nolan

    General Matter, founded in 2024 with a $900 million Department of Energy contract, is establishing a uranium enrichment facility in Paducah, Kentucky, to address the critical energy bottleneck constraining AI scaling. By reviving domestic enrichment capabilities that were dismantled after the Cold War, the company aims to secure a sustainable supply of nuclear fuel for Small Modular Reactors before the decade's end. This initiative directly targets the gap between stagnant global grid expansion and the aggressive power demands of industrial AI, creating high-skilled jobs while reducing reliance on foreign enrichment sources.

  3. 80,000 Hours23 min

    The American Century Quietly Ended – Hugh White

    Hugh White

    Speaker analysis argues that rising nuclear risks and the US inability to secure conventional victories against China or Russia have rendered the unipolar order unsustainable. The presentation details how US military decline, economic shifts favoring Beijing, and domestic isolationism are driving regional allies like Japan and South Korea toward independent nuclear capabilities. Ultimately, the speaker advocates for a strategic retreat to a multipolar world as the only viable alternative to a catastrophic global war.

  4. a16z1h 14m

    Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z

    David Haber, Lloyd Blankfein

    A senior financial leader outlines a risk management philosophy centered on rigorous contingency planning rather than prediction, while highlighting the unique systemic threats posed by autonomous AI and untested technology. The speaker details how Goldman Sachs maintained stability during the 2008 crisis through strict collateral agreements and mark-to-market accounting, preserving a partnership culture that prioritizes firm-wide ownership even after its IPO. Drawing parallels between financial crises and active shooter scenarios, the discussion advises current and future technology leaders to build public trust proactively and cultivate broad resilience to navigate an uncertain future.

  5. Milken Institute26 min

    A Conversation with Venezuelan Democratic Leader Maria Corina Machado | Global Conference 2026

    Maria Corina Machado, Fareed Zakaria

    Nobel Peace Prize recipient María Corina Machado, having escaped Venezuela's repressive regime, advocates for a three-phase democratic transition that prioritizes electoral legitimacy, judicial restoration, and the privatization of the oil sector to address a $190 billion debt and 650% inflation. Her roadmap, supported by U.S. Secretary of State Marco Rubio, outlines a strategic framework involving debt restructuring with the IMF and the recruitment of the diaspora to rebuild infrastructure, while ensuring accountability for crimes against humanity through the International Criminal Court. Despite significant security challenges and international opposition from state actors like Russia and Cuba, Machado posits that the military's potential support and the nation's critical mineral reserves could facilitate a "nearshoring" economic boom and position Venezuela as a leader in artificial intelligence.

  6. Stanford Online1h 6m

    Stanford CS153 Frontier Systems | Ben Horowitz from a16z on Venture Capital Systems, Network Effects

    Ben Horowitz, Anjney Midha

    Ben Horowitz outlines how Andreessen Horowitz disrupted the venture capital industry by restructuring traditional partnership models and prioritizing high-fidelity, centralized decision-making over democratic processes. The firm leveraged aggressive networking strategies and a willingness to bypass standard due diligence to secure outsized returns, while Horowitz now warns that geopolitical oversights and excessive regulation pose a greater threat to AI progress than the technology itself. Looking forward, Horowitz advises entrepreneurs to target pre-existing critical needs in sectors like healthcare and energy rather than rebundling legacy solutions, emphasizing that rapid capital deployment and single-leader authority are essential for survival in the new AI-driven economic landscape.

  7. Goldman Sachs25 min

    Cracks in Private Credit

    Howard Marks, Michael Arougheti, Amanda Lynam, Allison Nathan, Michael Arrighetti

    After expanding to nearly $2 trillion in assets, the private credit market faces liquidity scrutiny driven by redemption requests against non-traded BDCs, though institutional capital remains insulated by lock-up structures. While exposure to software and AI sectors has raised concerns about potential defaults, experts like Howard Marks argue that senior lenders' first-lien positions and diversified portfolios remain resilient against systemic failure. Looking ahead, industry leaders predict a necessary credit cycle correction that will reallocate capital toward direct lending and opportunistic credit strategies, ultimately fostering a more circumspect investment environment.

  8. a16z1h 6m

    Marc Andreessen’s Worldview in 60 Minutes | Live on MTS

    Marc Andreessen, Erik Torenberg

    The event details a surge in individual productivity where AI tools enable programmers to become 20 times more efficient and former non-coders to act as autonomous "builders," potentially driving a global economic expansion rather than mass unemployment. It further examines the DOJ's criminal indictment of the SPLC for alleged money laundering and funding of hate groups, while contrasting public skepticism of AI with its actual high utility among younger generations. Finally, the discussion outlines a generational shift where "AI natives" leverage these tools for unprecedented output, predicting a US-led technological golden age that may see Europe lag due to restrictive regulations.

  9. 20VC with Harry Stebbings1h 14m

    Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer

    Jude Law, Patrick Forquer, Harry Stebbings

    Legora has rapidly scaled from a 40-person startup to a $100M+ ARR enterprise leader in the legal tech sector, driven by a high-intensity sales methodology that achieves a 78% pilot-to-close conversion rate and 280% sales attainment. Under CEO Max's visible leadership, the company differentiates itself from competitors like Harvey AI through aggressive executive-to-executive deal negotiation, Forward Deployed Legal Engineers who manage client adoption, and strict pricing integrity that fosters deeper customer commitment. Operating within a category-creation phase of the $100 billion market, Legora navigates complex global data sovereignty requirements while utilizing AI-driven workflows to transition from traditional SaaS interfaces to autonomous agentic systems.

  10. Sourcery with Molly O'Shea1h 8m

    How AWS Sold Cloud to the CIA – Teresa Carlson GCI

    Teresa Carlson, Molly O'Shea

    Former AWS leader Teresa Carlson, who scaled the government business to $10 billion by establishing the FedRAMP framework and securing the landmark CIA contract, now applies those lessons to accelerate AI adoption through her co-founded General Catalyst Institute. GCI facilitates direct engagement between regulated industry startups and policymakers in Washington to navigate complex government contracting and advocate for unified AI regulatory standards. The institute aims to create an "unfair advantage" for innovators by organizing high-level delegations to the White House and Pentagon, ensuring new technologies are deployed efficiently while maintaining national security and competitive resilience.

  11. The Diary Of A CEO1h 48m

    The Woman Who Watched Democracy Die: America Is No Longer A Liberal Democracy | Anne Applebaum

    Anne Applebaum

    Anne Applebaum analyzes the Trump administration's systematic dismantling of American democratic institutions through five core tactics, including corruption, electoral manipulation, and the use of state violence, which have facilitated a historic personal net worth expansion for President Trump and his family. This shift toward a kleptocratic system has destabilized global alliances, prompting NATO partners to secretly prepare for conflict with the U.S. while nations worldwide hedge against American reliability by diversifying trade and security arrangements. Applebaum concludes that while democratic decay accelerates through human complacency and authoritarian cycles, the erosion of shared reality and neutral institutions requires active civic participation to reverse.

  12. All-In Podcast1h 11m

    Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back

    Spencer Pratt, Karen Bass

    After losing his home in the Palisades fire and successfully litigating against the City and State of Los Angeles, entrepreneur Pratt launched a campaign to challenge Mayor Bass by positioning himself as an angry taxpayer demanding accountability. He argues that city negligence, NGO fraud, and failed homelessness policies necessitate strict enforcement of existing laws and a transparent audit of all municipal spending to restore safety and economic vitality. Pratt aims to secure a majority in the June 2nd runoff by promising to streamline regulations, reform education, and prevent the city's decline, stating he will leave Los Angeles if his victory does not occur.

  13. 20VC with Harry Stebbings1h 58m

    Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries

    Cliff Weitzman, Harry Stebbings

    Speechify CEO Cliff Weitzman details the company's hyper-growth strategy, which relies on a proprietary AI video platform to test nearly 1,000 daily ad variations while strictly prioritizing Meta spend until reaching $100,000 monthly. The organization has sustained four years of profitability by enforcing a unique culture that favors high adversity quotient and "barrel" generalists over specialists, alongside a "ship or fail" metric that rewards production over traditional performance reviews. Looking forward, Weitzman outlines a vision where AI replaces traditional schooling and text-based communication, positioning Speechify as a leader in the transition to voice-first productivity and asserting that quality assurance will become the most critical skill in an AI-native economy.

  14. All-In Podcast1h 22m

    Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom

    Elon, Jason, Friedberg, Chamath Palihapitiya, Brad Gerstner

    Spencer Pratt's Los Angeles mayoral campaign challenges incumbent Karen Bass by attributing the homelessness crisis to addiction and mental illness, while a separate ballot initiative aims to constitutionally ban wealth taxes to protect retirement assets. In the technology sector, SpaceX leased its Colossus 1 data center to Anthropic for billions in revenue, effectively launching Musk's "Elon Web Services" as a hyperscaler competitor while Anthropic's annualized revenue surges toward $44 billion. Concurrently, industry leaders debate the necessity of AI regulation, with some fearing a monopoly akin to Standard Oil while others warn that restrictive policies would cede the global AI race to China.

  15. Dwarkesh Patel2h 14m

    David Reich – Bronze Age shock, the Neanderthal puzzle, & the sudden spread of farming

    David Reich, Ali Akbari

    Harvard geneticist David Reich presents a preprint study analyzing 16,000 ancient genomes which overturns the assumption that human natural selection has been dormant for hundreds of thousands of years. The research identifies a dramatic intensification of directional selection during the Bronze Age, particularly driving rapid adaptation in immune and metabolic traits due to urbanization and livestock interaction, while simultaneously proposing a new model for the complex relationships between modern humans, Neanderthals, and Denisovans. By isolating selection signals from population migration and drift, the study demonstrates that modern humans possessed the genetic variation necessary for rapid adaptation long before the development of agriculture or complex societies.