Latest Interviews
Showing 76–90 of 5,331 transcripts.
Clear all filters- Y Combinator31 min
How Supabase Became One Of The Fastest Growing DevTool Companies In The World
Supabase founder Paul Copplestone recently secured a $500 million round at a valuation exceeding $10 billion, propelling the company to decacorn status with a 10 million developer base driven largely by AI agents launching 60-90% of new databases. The fully distributed organization leverages its open-source PostgreSQL strategy and a shift toward Infrastructure as Code to achieve exponential usage growth, reducing time-to-value from minutes to seconds while bypassing traditional marketing channels. Moving beyond standard user interfaces, Supabase is now building self-driving database capabilities and "Infrastructure for Platforms" to support enterprise labs managing millions of ephemeral instances autonomously.
- a16z1h 32m
Building a Company in Stealth | Travis Kalanick with a16z
Travis Kalanick, Ben Horowitz, Erik Torenberg
Travis Kalanick, reflecting on lessons from his 2017 departure from Uber, is now leading ADAM, a stealth-backed venture that digitizes physical manufacturing and logistics to drive meal costs down to $8–$10. By integrating over 300 dark kitchen facilities and autonomous mining operations acquired from Pronto, the company leverages robotics to transform heavy industries while avoiding the external pressures that previously hindered Uber's scalability. Kalanick applies an "Industrial AI" framework focused on internal correctness and management capacity constraints to scale operations in food, mining, and transport simultaneously.
- RAISE Summit20 min
Indexing Humanity: A Fireside With the Simulation Company | Simile | RAISE Summit 2026
Joon Sung Park, Sahir Azam, Jun
Simile, founded by former Stanford researchers including CEO Jun, has launched a foundational model of human behavior that replicates individual subpopulations with 85% accuracy for enterprise clients like CVS and Fortune 500 companies. Leveraging strategic partnerships with Gallup and Dynata to access a 20-million-person data panel, the company differentiates itself by prioritizing human imperfections and biases over pure algorithmic efficiency to augment corporate decision-making in market research and product development. Supported by Index Ventures, Simile operates on a four-stage simulation hierarchy ranging from individual dynamic testing to society-wide forecasting, while adhering to strict ethical principles regarding data consent and transparency.
- Y Combinator29 min
Why Ambitious Startup Ideas Are Actually Easier To Sell
PostHog is transitioning from an open-source analytics platform to an AI-driven service that autonomously fixes engineering issues and solves customer support tickets by generating production-ready pull requests. Co-founders James and Tim restructured their operations to align with this new "self-driving software" vision, delegating management duties to the latter so the former can focus exclusively on AI product architecture while the company doubles in size. This strategic pivot replaces traditional manual product management with a system where AI configures workflows and implements fixes based on deep user data, aiming to secure massive market valuation through "insane" ambition rather than conservative growth.
- The Economist6 min
The art of deception in modern war | The Economist
The event analyzes how modern deception strategies now target an adversary's intent rather than mere presence to neutralize overwhelming surveillance, drawing on historical precedents like D-Day alongside recent intelligence failures in Ukraine, Israel, and Russia. It further details how transparent battlespaces compel forces to deploy resource-intensive drone operations that paradoxically increase human density and logistical footprints, requiring teams of five and nearly two tons of equipment per unit. By forcing enemies to waste munitions on decoys, these tactics aim to degrade capabilities, though the summary notes their inherent vulnerability and limited operational endurance of roughly three days.
David Friedberg Explains America's Economic Crisis in 60 Minutes
David Friedberg warns that the United States faces potential social collapse within two years due to policy failures that exclude the bottom 50% from capital ownership, a structural gap he estimates represents a $33 trillion wealth disparity. He advocates for replacing Social Security and Treasury-bond-heavy pension systems with equity-based individual accounts, while proposing a 40% capital gains tax and a national goal of shifting 2% of Americans to capital ownership annually. Friedberg argues these reforms, alongside closing inheritance loopholes and eliminating income tax for the bottom earners, are essential to prevent a socialist death spiral and restore economic mobility before the chaotic political landscape of 2028.
- RAISE Summit20 min
Beyond the Helpdesk: AI Turning IT Into a Strategic Function | Serval | RAISE Summit 2026
Serval is an AI-native platform that completely rebuilds IT Service Management infrastructure to replace legacy systems like ServiceNow by integrating dual-agent architecture for full automation of enterprise workflows. Co-founded by Jake, the company has driven an 80% automation rate for major clients such as SeatGeek and Ramp, enabling thousands of IT staff to shift from support roles to building cross-functional solutions in marketing, legal, and HR. By treating AI as a core foundation rather than an add-on layer, Serval allows enterprises to eliminate support queues and rapidly reinvent their operational roadmaps every six months.
- RAISE Summit13 min
The Golden Age of Software Engineering | Scott Wu, Cognition | RAISE Summit 2026
Founded two and a half years ago, global firm Cognition leverages its autonomous AI agent, Devin, to generate 90% of committed code while scaling engineering output tenfold with only a 40% headcount increase. By closing the full software development lifecycle autonomously, the company enables asynchronous, event-driven workflows that effectively add 130 engineers to every 1,000-person team through a 10:1 human-to-AI ratio. This shift toward outcome-based delivery signals the imminent "Golden Age of Software Engineering," where the primary constraint moves from labor availability to identifying complex problems worth solving.
- Goldman Sachs19 min
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth
Recent U.S. economic data reveals unexpectedly resilient job growth and stickier inflation stabilizing near 3%, driven by geopolitical tensions in the Middle East and AI-related price measurement distortions. Goldman Sachs forecasts core PCE inflation to settle around 2.1% with real GDP growth of 2%, prompting expectations that the Federal Reserve will maintain current interest rates through July while shifting its policy stance toward neutralizing inflation regardless of its source. Despite market speculation regarding rate hikes, the primary economic risk remains a potential escalation of the Middle East conflict that could trigger sustained price increases and destabilize financial markets.
- All-In Podcast42 min
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Mark Cuban, Chamath, Jason, Friedberg
The current AI investment landscape is characterized by a distinct bubble where capital concentrated in private markets creates vulnerability for venture funds and data center overbuilding rather than systemic public risk. While enterprise adoption faces hurdles in autonomy and regulatory M&A restrictions, the sector is evolving toward world models and robotics, with startups leveraging reduced prototyping costs and geographic shifts to Texas and Florida to bypass coastal regulations. Simultaneously, political narratives are being reshaped by AI's potential to favor factual accuracy over engagement, even as diverse industries from healthcare to sports adapt by utilizing AI for data aggregation and shifting valuation metrics toward digital reach.
- 80,000 Hours1h 6m
What AI insiders say off the record | Jasmine Sun
Jasmine Sun, Zershaaneh Qureshi
A consensus among AI researchers predicts mass displacement of knowledge workers and the emergence of a permanent underclass, driving a critical brain drain where top talent concentrates in a few frontier labs to secure equity. This technological determinism is reinforced by a polarized ecosystem where safety concerns are weaponized as political slurs while a diverse coalition of "AI populists" organizes against corporate power without traditional unions to mediate the transition. Consequently, policy efforts face a high demand for action but a shortage of solutions, with success hinging on addressing public distrust rooted in inequality and building cross-issue coalitions with newly activated labor and environmental advocates.
- a16z1h 20m
Why Physical AI Is the Next Frontier | Applied Intuition with a16z
Marc Andreessen, Erik Torenberg, Qasar Younis, Peter Ludwig
Founded by Peter Cawthorne, Applied Intuition is launching its "Dana" platform to democratize the development of physical AI for non-automotive sectors like mining, agriculture, and defense. Operating as a horizontal technology provider similar to Nvidia, the company leverages a decade of proprietary data collection and rigorous safety validation to help clients navigate the complex hardware integration required for real-world autonomy. With over $1 billion in cash reserves, the firm aims to scale operations that could outperform traditional digital giants within the next 25 years while challenging legacy manufacturing models through vertical-free deployment.
- Bank of America6 min
Signals & Noise: Our case for 3 rate hikes this year
PFA Securities forecasts three cumulative 75 basis point Federal Reserve rate hikes in late 2026 to correct a policy stance that analysts deem 75 basis points too accommodative relative to flat unemployment and rising core PCE inflation. While some clients dispute the severity of inflation or the Fed Chair's hawkish intent, the firm argues that a 2.5% underlying inflation rate necessitates restrictive measures to prevent long-term credibility loss and yield curve steepening. Consequently, the analysts predict that if the Fed moves, the initial adjustment will likely be a single 50 basis point hike to align financial conditions with mid-cycle norms.
- Bank of America6 min
Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand
T.J. Thornton, Candace Browning
Civita "Supermanian" projects a robust Q2 2026 earnings season driven by a 28% year-on-year EPS growth forecast, with technology and semiconductors leading the charge despite IBM's record-breaking stock decline. In the consumer tech sector, Netflix faces intense valuation scrutiny over declining engagement metrics and a 50% stock pullback, even as analysts debate the longevity of its ad-supported revenue model against competition from short-form platforms. Concurrently, global agriculture confronts severe supply risks from Northern Hemisphere heatwaves threatening EU corn output, while US Treasury markets navigate diminishing foreign demand as Japanese holdings stagnate and participation in auctions slips below 20%.
- Sequoia Capital52 min
Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself
Matan Grinberg, Sonya Huang, Pat Grady
Factory CEO Matan Cohen refunded nearly $2 million in early revenue to pivot the company from premature autonomous agents to a model-agnostic architecture that prioritizes customer obsession over vendor lock-in. By launching the Droid CLI and implementing a "Model Router" that dynamically allocates tasks between open-weight and frontier models, the firm has shifted its business model toward outcome-based pricing that replaces token consumption with result-oriented billing. This strategy positions Factory to navigate an impending market correction while transitioning enterprises from synchronous tool usage to asynchronous "dark factories" that autonomously resolve complex issues.