Latest Interviews
Showing 1006–1020 of 3,136 interview transcripts.
- Y Combinator53 min
Windsurf CEO: Betting On AI Agents, Pivoting In 48 Hours, And The Future of Coding
Varun Mohan, Mark Mandelmann, Jr., Melanie Warrick, Amanda Schade, Mark Blyth
Windsurf, led by founders who pivoted from GPU virtualization to AI coding tools in 2022, has rapidly scaled to over one million developers and achieved eight-figure annual revenue without a dedicated sales team. The company differentiates itself through an "agentic editor" that handles codebases exceeding 100 million lines by combining AST parsing with real-time GPU re-ranking, enabling automated legacy migration and multi-step code execution. This rapid growth was driven by a strategy of immediate product iteration, such as transforming a VS Code extension into a standalone IDE to overcome architectural limitations, all while maintaining a hiring philosophy centered on engineers capable of executing high-stakes pivots.
- Goldman Sachs10 min
Time to buy bonds?
Despite a macroeconomic shift toward higher inflation and lower growth driven by tariff announcements since April, the 10-year Treasury yield has remained stable while credit spreads have partially recovered from their initial widening. Goldman Sachs Asset Management has strategically increased portfolio duration and favored Investment Grade credit over High Yield, citing bond outperformance versus equities and the U.S. dollar's status as a global safe haven. Although the firm acknowledges an increased recession probability and sector divergence within travel, it concludes that current market pricing does not yet fully reflect downside risks, prompting continued allocation to structured credit opportunities.
- Goldman Sachs37 min
Nasdaq CEO Adena Friedman on the future of public markets
Adena Friedman, John Waldron, Allison
Led by CEO Adena Friedman, the NASDAQ has evolved from a US electronic stock exchange into a global technology platform supplying critical infrastructure to 130 markets while prioritizing liquidity, transparency, and anti-financial crime solutions. The organization recently navigated record trading volumes and leverages hybrid cloud architecture and generative AI to enhance market resilience, with a specific strategic focus on the anti-financial crime sector following the Verifin acquisition. Looking forward, leadership advocates for structural regulatory reforms to reverse the decline in public listings and attract capital back to public markets against the backdrop of rapid private market growth.
- a16z27 min
Biotech CEO on where we are in the fight to cure cancer
Former Halozyme CEO Jonathan Lim leverages his experience scaling biotech startups to lead Araska Therapeutics, a company targeting the historically undruggable RAS pathway with a pipeline including the pan-RAF inhibitor Naporafenib. Concurrently, his family office, City Hill Ventures, manages a diversified portfolio of life sciences assets and media projects that parallel the high-risk, high-reward dynamics of pharmaceutical development. Lim's strategy emphasizes capital preservation and the combination of novel molecular glues with standard therapies to drive long-term remission rates beyond current limits in pancreatic, lung, and colon cancers.
- a16z1h 31m
How Andreessen Horowitz Disrupted VC & What’s Coming Next
Marc Andreessen, Ben Horowitz, Erik Torenberg
Established in 2009 by Ben Horowitz and Marc Andreessen, Andreessen Horowitz (a16z) redefined venture capital by replacing the passive "Sushi Boat" model with an active, capital-intensive platform strategy designed to provide deep operational support for "Full Stack" companies across verticals like AI and crypto. This structural shift responded to an overfunded market and dysfunctional public exits, enabling the firm to scale from a traditional two-person partnership into a decentralized network of expert operators that rivals major tech giants in domain capability. By prioritizing founder success over secrecy and leveraging a media-centric branding approach, a16z has transformed the VC asset class into a mechanism that fuels a wider pool of ambitious entrepreneurs despite the enduring unpredictability of human judgment in project selection.
- Goldman Sachs14 min
How AI and geopolitics are reshaping cybersecurity
Driven by escalating cyber threats and the strategic necessity for platform consolidation, the cybersecurity sector has witnessed record-breaking M&A activity despite a soft overall market, highlighted by Google's $32 billion acquisition of Wiz. While macroeconomic volatility creates near-term uncertainty for IPOs, the industry's resilient, "sticky" spending habits and significant private equity capital are redirecting focus toward cloud security and AI-driven defense solutions. This evolving landscape, bolstered by government partnerships and geopolitical tensions, positions the field as a critical competitive advantage even as it grapples with emerging risks from generative AI and autonomous attack vectors.
- Sequoia Capital56 min
The Quest to ‘Solve All Diseases’ with AI: Isomorphic Labs’ Max Jaderberg
Founded to construct a general AI-driven drug design engine, Isomorphic Labs has leveraged Demis Hassabis's Nobel Prize-winning leadership and Max Yoderberg's AI expertise to release AlphaFold 3, a diffusion-based model that predicts the 3D structures of proteins, DNA, RNA, and small molecules. By replacing months of traditional crystallization with instant in-silico analysis, the company collaborates with industry partners like Eli Lilly and Novartis to navigate the 10^60-sized chemical space and advance programs in oncology and immunology without operating its own wet labs. This approach positions AI as a fundamental, indispensable tool for the entire pharmaceutical industry within five years, while the firm advocates for new regulatory frameworks to validate these predictive models for clinical trials.
- a16z44 min
The Software Crisis Behind America's Infrastructure
Leila Hay, Phillip Buckendorf, Leonard J. Kosinski
ASI Co-founders Philip and retired General Leo Leo address the United States' critical software crisis by merging commercial aviation technology with Department of Defense logistics to replace fragmented legacy systems. Their strategy establishes a unified "collective logistics" framework that leverages AI-driven predictive capabilities to secure supply chains against cyber threats and geopolitical instability. By standardizing software stacks across the private and public sectors, the organization aims to rapidly modernize military infrastructure and maintain U.S. power projection capabilities by 2034.
- The Economist21 min
Modi behaviour: will India retaliate against Pakistan?
Narendra Modi, Rosie Bloor, Jason Palmer, Jeremy Page, Kerry and Richmond Jones, Daniel Knowles
Escalating India-Pakistan tensions have surged following a deadly 2024 attack in Kashmir, prompting New Delhi to suspend river treaties and mobilize forces while Islamabad threatens to withdraw from the Shimla Agreement. Analysts warn that high pressure for military retaliation, exacerbated by reduced US influence in the region, creates a significant risk of a broader conflict surpassing the 2019 crisis. Concurrently, domestic economic and technological dynamics persist, with religious institutions in Brazil expanding via tax incentives and global demand for magnetic tape storage surging for AI data archiving despite government claims of obsolescence.
- All-In Podcast1h 30m
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Trump, Bessent, Elon, Andrew Ross Sorkin, Chamath, Jason, Friedberg
A panel of experts analyzes global market dynamics, noting that recent rallies stem from trade deal expectations rather than Federal Reserve support, while highlighting strategic tensions over China's control of rare earths and its lead in thorium energy research. The discussion extends to foreign policy, where participants advocate for accepting the Istanbul Deal to end the Ukraine war and criticizing the moralistic approach to nation-building. Finally, the group evaluates corporate strategies for Alphabet and Tesla, the fiscal hurdles facing the Department of Government Efficiency, and the regulatory complexities surrounding Nvidia's global supply chain.
- Goldman Sachs9 min
“The most attractive hedge”
Goldman Sachs and global investors are reassessing the U.S. dollar following a 10% pre-inauguration depreciation driven by downward real GDP revisions from 2.5% to 1.3% and a widening growth gap against Europe. Analysts predict a multi-month reversal of long-dollar positions as fair value models show the currency remains 10% to 15% overvalued, with the short dollar/yen trade emerging as a primary catalyst contingent on tariff policy and Federal Reserve reaction functions. While immediate directional positioning is advised against pending clearer White House news and data releases, the structural shift suggests accelerated market moves within the next two to three months.
- The Economist26 min
Carney score: last days of Canada’s campaign
Rosie Bloor, Jason Palmer, Sarah Larniuk, Noah Snyder, Fraser McGilraith
Hosted by Rosie Bloor and Jason Palmer, this broadcast examines Canada's volatile election driven by US protectionism concerns, media fragmentation, and a toxic political climate where Conservative leader Pierre Poilievé leverages social media to bypass traditional journalism. The program simultaneously analyzes the United States' critical shipbuilding deficit relative to Chinese and South Korean capacity, highlighting legal barriers to international co-production and the strategic choice between domestic revitalization or foreign reliance. Concluding with a 1945 archival perspective, the episode reflects on the human cost of Berlin's fall and the geopolitical complexities that followed the Allied victory over the Third Reich.
- Goldman Sachs19 min
How insurers are navigating volatile markets
Mike Siegel, Matt Armas, Alison Nathan
The 14th annual Goldman Sachs Insurance Survey of 400 companies managing $13 trillion in assets reveals a strategic "Great Pivot" by life insurers shifting from public to private markets to capture liquidity premiums and mitigate volatility. This reallocation, alongside a surge in defensive investments in AI infrastructure, aims to enhance operational efficiency and diversify long-duration liabilities while navigating a complex environment of rising bond rates and equity swings. Collectively, these shifts support a booming industry outlook where improved returns and fixed-rate product demand drive lower policy costs and stronger capital deployment across both life and property-casualty sectors.
- All-In Podcast17 min
Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀
JD Vance, Elon Musk, Sergey Brin, Peter Thiel, Megyn Kelly, Mearsheimer, Sachs, Travis Kalanick, Marc Benioff, Woody Hoburg, Chamath, Jason, Friedberg, TheZachEffect, Zach
The Year Three conference featured a diverse lineup of high-profile guests, including Vice Presidential candidate J.D. Vance and Elon Musk, who discussed political independence, AI development, and economic expansion amidst tight security. Notable speakers such as John Mearsheimer, Travis Kalanick, and astronaut Woody Hobart contributed to dynamic segments on geopolitics, enterprise software, and scientific scales that defined the event's unscripted format. The gathering concluded with social festivities and a forward-looking toast, highlighting the organizers' intent to foster debate through an eclectic mix of political, technological, and scientific discourse.
- The Economist9 min
Is the world still working from home?
A 2024 survey by Stanford's Nicholas Bloom across 40 nations reveals that hybrid work adoption correlates strongly with cultural individualism, ranging from 1.9 days weekly in Canada to 0.5 days in South Korea. These divergent patterns have reshaped housing markets by driving suburban price surges of up to 50% while depressing urban centers, alongside increased leisure efficiency but a notable 30-minute rise in daily solitary time. Despite concerns over social isolation, the aggregate assessment remains that remote work delivers a net positive global impact by unlocking economic efficiencies in housing and providing critical autonomy for workers.