Latest Interviews
Showing 1051–1065 of 5,336 transcripts.
Clear all filters- Milken Institute1h 3m
"What Faith Means to Me" | Global Conference 2025
Richard Sandler, Sharon Brous, Francis Collins, Michael Dimock, T.D. Jakes
A panel of religious and scientific leaders discussed how the U.S. is experiencing a plateau in religious affiliation alongside a pervasive spiritual identity, noting that pandemic-induced isolation exacerbated health crises and social division. Experts including Dr. Francis Collins, Bishop T.D. Jakes, and Rabbi Sharon Brous debated strategies to bridge the gap between faith and science while advocating for a shift from digital algorithms to authentic, in-person community building. The group concluded that overcoming societal polarization requires active listening, a rejection of misinformation, and a deliberate return to local connections to restore social cohesion.
- RAISE Summit19 min
Benoît Dageville @ RAISE 2025: Zero to IPO and Beyond. From Startup to Snowfall Building Snowflake
Benoît Dageville, Roxanne Varza
After founding Snowflake in 2012 to decouple data storage and compute, co-founders Benoit Dageville and Thierry Kremer steered the company to the most expensive software IPO in history while rejecting acquisition offers to maintain their independent vision. Today, the enterprise serves thousands of clients including OpenAI and Disney by abstracting infrastructure complexity, a strategy that enables users to reduce processing times from weeks to minutes. The platform now leverages AI to ingest unstructured data and democratize analytics, allowing non-technical employees to access enterprise-grade insights without deep SQL expertise.
- Milken Institute1h 1m
Private Markets Reimagined | Global Conference 2025
Yup S. Kim, Bennett Goodman, Jacob Kotzubei, Meranda Ling Miao, Donna Milrod, Yann Robard
Industry leaders project private equity assets will expand to represent 25–35% of global equity within five decades, driven by a 19.9x return record over the past 25 years that significantly outpaces public market benchmarks. Panelists from Blackstone, Platinum Equity, and State Street emphasize that sustained alpha relies on long-term governance structures and AI integration, while acknowledging that tokenization and secondary markets are evolving to resolve liquidity constraints. Despite concerns over GP-LP alignment and the commoditization of deal-sourcing skills, experts maintain that sophisticated risk management and structural innovations will secure the asset class's role as a primary engine for long-term value creation.
- Goldman Sachs10 min
What the Weak Jobs Report Means For Markets
Rich Privorotsky, Chris Hussey, Rich Brovatsky
Following a disappointing U.S. jobs report that highlights labor market slowdowns and supply contractions, the Federal Reserve is expected to implement a 25 basis point rate cut in September rather than a larger adjustment. This data reinforces a strategic shift toward a barbell allocation combining emerging markets, specifically China, and high-quality assets while anticipating a weaker dollar. Despite underlying market fragility from technical oversupply and seasonal headwinds, the outlook remains cautiously optimistic as investors await further inflation data and geopolitical developments.
- All-In Podcast1h 8m
Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
Rand Paul, David Friedberg, Senator Rand Paul
Senator Johnson critiques the recent debt ceiling legislation as fiscally unsustainable while arguing for structural Social Security reforms and Federal Reserve changes to reduce interest burdens. He champions a libertarian-conservative coalition to defend free trade against protectionism, warning that tariffs and state intervention threaten long-term economic prosperity. Additionally, Johnson plans to potentially run for president to advocate for technological progress, scientific transparency regarding biological security, and a transactional foreign policy that avoids inevitable conflict with China.
- Milken Institute42 min
AI and the Economy: Transformation and Disruption | Global Conference 2025
Richard Lui, Roger Ferguson, Mark Minevich, Jason Alan Snyder, Lareina Yee
Experts characterize the current AI landscape as an early-stage "supply shock" comparable to the industrial revolution, where technological advancements in agentic systems and compute far outpace the mere 1% of companies achieving maturity. This rapid acceleration has triggered a geopolitical race led by the US and China while exposing critical infrastructure bottlenecks in energy and skilled labor, necessitating a shift toward "Capitalism 3.0" to address widespread job displacement and ethical governance gaps. Ultimately, the event underscores that realizing the projected $200–300 billion in near-term revenue will require synchronized global collaboration on data standards, nuclear power solutions, and new societal frameworks to manage the transition from generative experimentation to autonomous action.
- All-In Podcast14 min
Why Are So Many Companies Going Bankrupt In 2025? - David Friedberg
David Friedberg, Chamath, Jason, Sax, Nick
S&P Global reports a record 446 large corporate bankruptcies through July 2025, a surge Chamath Palihapitiya attributes to the exhaustion of pandemic-era liquidity and rising interest rates that finally forced the liquidation of "zombie" businesses. While this correction disproportionately impacts retail and commercial real estate sectors facing refinancing walls, the event suggests a broader economic strength with Q2 GDP restated at 3.03% despite distressed market conditions. The discussion concludes with a warning that Federal Reserve policies may be delaying necessary adjustments, potentially prolonging the reallocation of capital away from struggling traditional assets toward more efficient sectors like data centers.
Meme Lord CEO Raises $22.5M Series A for Hello Patient
Hello Patient secured a $22.5 million Series A round led by Scale Venture Partners to accelerate its conversational AI agents that automate patient-facing workflows for healthcare providers. The funding round coincides with the launch of a viral parody video by CEO Alex Cohen, who leverages his substantial online presence to market the company's strategy of integrating custom triage flows with major practice management systems. With current operations handling tens of thousands of daily conversations, the firm aims to scale to millions of interactions by hiring specialized Agent Architects to bridge natural language processing with clinical logic.
- Jane Street1h 13m
Why ML Needs a New Programming Language with Chris Lattner
Former LLVM creator Chris Lattner founded Modular to solve the AI industry's fragmentation by introducing Mojo, a Python-compatible language designed to unify performance and portability across competing hardware vendors. The company generates revenue through enterprise infrastructure solutions rather than licensing the language itself, aiming to replace complex C++ and CUDA workflows with a single release train supporting both NVIDIA and AMD accelerators. This approach seeks to democratize high-performance computing by providing a neutral software foundation that allows developers to build portable AI models without sacrificing hardware efficiency.
- a16z56 min
Is Non-Consensus Investing Overrated?
Erik Torenberg, Martín Casado, Leo Polovets
Martin Casado and Leo Gurevitch debate the strategic tension between non-consensus investing and market efficiency, arguing that while non-consensus deals offer higher potential returns, founders risk funding starvation if they fail to align with investor consensus. The speakers analyze how valuation inflation and "human opinion" can distort market pricing, creating a dichotomy where companies either face cash discipline through hard raises or fragility through overspending in consensus rounds. Ultimately, the discussion concludes that while individual investors may chase alpha by ignoring consensus, the aggregate market gradually converges on intrinsic value, necessitating a nuanced approach where founders appear consensus-compliant despite pursuing non-consensus products.
- Milken Institute1h 1m
The Future of Asset Management | Global Conference
Richard Ditizio, Raphael Arndt, Mike Gitlin, Matthew Harris, Bill Huffman, Jean Hynes
Amidst a fracturing macroeconomic landscape and shifting geopolitical dynamics, leading asset managers are pivoting toward active strategies and AI-driven decision-making to navigate stagflation risks and capitalizing on a projected $100 trillion infrastructure opportunity. The event highlights a strategic convergence of public and private markets, where demographic shifts and an incoming $70 trillion wealth transfer are driving demand for sustainable alternatives and retirement solutions extended to 90 years of life expectancy. Ultimately, industry leaders anticipate a decade of market broadening and productivity booms, positioning the fusion of technology and traditional asset allocation as the primary engine for future alpha generation.
- a16z52 min
Jack Altman & Martin Casado on the Future of Venture Capital
This interview analyzes the structural evolution of Andreessen Horowitz as it shifts from a generalist consensus model to a specialized, platform-driven firm to navigate intense talent wars and a multi-trillion dollar AI market. The discussion highlights how infrastructure remains the primary value driver in AI, while firms leverage in-house media capabilities and decoupled operational support to help portfolio companies overcome brand and productivity challenges. Finally, the speakers address the firm's calibrated aggression in a speculative gold rush and the strategic importance of open source in maintaining a competitive ecosystem against incumbent threats.
- RAISE Summit16 min
Ori Goshen, Co-founder & Co-CEO of AI21 Labs: AI - All The Work!
AI21 co-founders Ori Goshen, Yoav Shoham, and Amnon Shashua launched Maestro, a model-agnostic platform designed to automate complex enterprise workflows by generating multiple execution plans and preventing compounding errors in multi-step tasks. Internal benchmarks demonstrate that integrating Maestro with existing foundation models significantly boosts accuracy and allows developers to control computational budgets while maintaining full visibility into agent reasoning. The company frames this technology within a "super productivity" strategy where automating routine tasks empowers humans to execute faster and solve underserved market problems rather than simply reducing headcount.
- Y Combinator28 min
Michael Truell: Building Cursor At 23, Taking On GitHub Copilot & Advice To Engineering Students
Founded by MIT graduates led by Michael Truel, Cursor pivoted from failed ventures in CAD and encrypted messaging to launch a custom AI-driven code editor in late 2022 with an aggressive vision to automate the future of software development. Leveraging a strategic shift to API-based models and a product-led growth approach, the team scaled rapidly from one million users in 2023 to over 100 million in 2024, capturing approximately 80% of YC batches. This rapid adoption was driven by features emphasizing codebase awareness and speed, reinforcing the founders' long-term outlook that AI will transform the industry into a collaborative ecosystem where programming fundamentals remain critical for reviewing and editing AI-generated logic.
- Milken Institute1h 1m
Private Credit: Innovation, Strategy, and Distressed Debt in a Maturing Market | Global Conference
John L. Bowman, Michela Bariletti, Paul Horvath, Joe McCurdy, Rudy Sahay
Private credit in the U.S. has matured into a $3 trillion primary capital source, driven by regulatory shifts post-GFC and a strategic pivot toward re-integration with banks rather than disintermediation. While the U.S. market faces competition from large BDC ecosystems, European opportunities are emerging through Solvency II reforms and Brexit-related dislocations, prompting institutional investors to favor aligned partners who prioritize long-term control over deal velocity. To navigate rising leverage risks and geopolitical volatility, leading firms are deploying AI-driven underwriting and targeting $2 billion mid-market deals that offer superior covenant protection and recovery rates.