Latest Interviews
Showing 1066–1080 of 4,778 transcripts.
Clear all filters- All-In Podcast31 min
Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Dave Ricks, Chamath, Jason, Friedberg
Eli Lilly CEO David Ricks has steered the company to an 860% market capitalization increase and record-breaking Mounjaro sales by leveraging a massive research workforce and aggressive manufacturing expansion to secure global dominance in GLP-1 therapies. While the firm faces capital shortages in the broader biotech sector, it is diversifying its pipeline beyond weight loss to address brain disorders and developing oral formulations to improve accessibility without compromising the high R&D reinvestment model Ricks defends. Personalized by Ricks' own successful treatment, the company balances aggressive clinical innovation with strategic supply chain controls to maintain its competitive edge against emerging international rivals.
- Goldman Sachs23 min
Will macro fuel more stock gains?
Analysts project the Federal Reserve will implement two additional rate cuts by year-end to address labor market risks, targeting a terminal rate near 3% as the economy navigates mixed employment signals and structural uncertainties. This easing cycle, expected to conclude by December 2026, aims to support risk assets and sustain growth while keeping inflation pressures contained amid a bearish outlook for oil and tariff impacts. Despite valuation concerns and skepticism regarding AI capital expenditure sustainability, the prevailing view suggests that resilient fundamentals and policy shifts will maintain upside momentum for the broader market through 2026.
- The Economist8 min
How much protein do you really need?
A recent discussion detailed the physiological role of proteins as primary structural materials while analyzing dietary guidelines that range from the World Health Organization's 0.8 grams per kilogram recommendation to sports science suggestions of up to 1.6 grams per kilogram. The presentation highlighted that excessive protein intake above this threshold offers no additional muscle growth benefits and may pose kidney risks, particularly when derived from saturated fats and processed meats. Instead of prioritizing extreme dietary calculations, experts advised combining consistent strength training with enjoyable exercise routines to ensure long-term health and muscle maintenance.
- a16z53 min
From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki
Mark Chen, Jakub Pachocki, Anjney Midha, Sarah Wang
OpenAI researchers Mark and Jakob Sutskever outline a strategic roadmap centered on GPT-5, which aims to mainstream advanced reasoning and automate scientific discovery by merging the capabilities of instant-response and deep-thought models. This approach shifts evaluation metrics from solving static competition problems to generating economically relevant insights and extending autonomous time horizons to several hours through reinforcement learning. The organization distinguishes itself by balancing protected fundamental research teams with product accountability, prioritizing talent that persists through failure to overcome current limitations in coding autonomy and physical robotics.
- All-In Podcast29 min
Eric Schmidt on AI, the Battle with China, and the Future of America
Eric Schmidt, Chamath, Jason, Friedberg
Former Google CEO Eric Schmidt outlines a strategic framework where the immediate AI revolution remains underhyped and distinct from the imminent arrival of autonomous agents, while warning that Western nations must counter China's aggressive pivot toward open-weight models and advanced robotics. Schmidt anticipates a future military doctrine defined by millions of AI-driven drones that create high-deterrence stalemates rather than traditional combat, driven by the obsolescence of fixed military infrastructure. Simultaneously, he emphasizes that US geopolitical resilience depends on leveraging domestic capital markets and releasing smaller open-source models to maintain control over handheld device proliferation amidst global demographic declines.
- The Economist10 min
What is the future of the UN?
Anton La Guardia, Jason Palmer
Amidst its 80th anniversary and severe funding crises driven by potential US abandonment, the United Nations faces existential threats from eroding border sanctity and budget cuts forcing agencies to reduce spending by up to one-third. While a French-led coalition recently recognized a Palestinian state to offer symbolic momentum, the organization's future remains uncertain as it navigates three divergent scenarios: becoming a rogue entity separated from Washington, decaying into a shrunken but bureaucratic shell, or being reshaped into a transactional tool for American leadership. Ultimately, experts warn that a strategic vacuum left by US withdrawal could allow Russia and China to dominate global diplomacy, despite the independent continuity of technical agencies like the ICAE and IAEA.
- a16z1h 0m
Software Finally Eats Services - Aaron Levie
Aaron Levie, Erik Torenberg, Steven Sinofsky, Martin Casado
The event analyzes how AI is accelerating a universal adoption curve that empowers young founders and small teams to achieve unprecedented productivity gains by acting as a turbocharger for domain expertise rather than a replacement for it. Participants debate the implications of Reed Hastings' visa salary proposal and discuss how incumbent corporations face disruption from agile startups leveraging non-deterministic workflows to redefine vertical industries. The discussion concludes that while historical leaders will likely expand, the most significant future value creation will emerge from entirely new categories built by the next generation of AI-native entrepreneurs.
- a16z59 min
Taking Bold Bets: NIH and the Future of Biomedical Science
Dr. Jay Bhattacharya, Erik Torenberg, Vineeta Agarwala, Jorge Conde
Secretary Xavier Becerra announced a $50 million federal investment to launch the Autism Data Science Initiative, selecting 13 teams from 250 applicants to address the rising prevalence of autism and the lack of effective therapies. Concurrently, the NIH is implementing comprehensive reforms to resolve the scientific replication crisis, centralize peer review, and prioritize early-career investigators to foster high-risk innovation. These strategic shifts aim to rebuild public trust through transparent communication, integrate AI for capacity augmentation, and tackle chronic diseases while ensuring rigorous, reproducible medical standards.
- Y Combinator42 min
Why Now Is The Best Time To Build In Crypto
Led by Base founder Jesse Pollock, industry leaders declare a new golden age for crypto building driven by mature infrastructure that has reduced transaction costs to near zero and achieved regulatory clarity through legislation like the Genius Act. This environment enables a shift from legacy financial systems to programmable, censorship-resistant networks where stablecoins facilitate global access and tokenization allows creators to retain ownership of their capital. As a result, Coinbase and Y Combinator are prioritizing technical founders who apply these scalable Layer 2 architectures to solve real-world problems, signaling a surge in high-quality engineering teams ready to integrate AI and financial services over the next 18 months.
- a16z1h 39m
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Dylan Patel, Erik Torenberg, Sarah Wang, Guido Appenzeller
NVIDIA and Intel have established a transformative $5 billion strategic partnership to jointly develop custom data center and PC products, a move that significantly boosted NVIDIA's stock and acknowledged the industry's shift from CPU to GPU dominance. This alliance contrasts sharply with China's aggressive pursuit of semiconductor self-sufficiency, where Huawei navigates US export bans and high-bandwidth memory bottlenecks through domestic innovation and alleged smuggling channels. Simultaneously, hyperscalers like Oracle and AWS are capitalizing on surging demand with massive infrastructure deals and repurposed capacity, while the market faces technical complexities in deploying next-generation Blackwell architectures and optimizing hardware for specific inference workloads.
- All-In Podcast1h 22m
Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
Charlie Kirk, Jimmy Kimmel, Ellison, Chamath, Jason, Friedberg, Zach, Sax
Following the murder of conservative activist Charlie Kirk by Tyler Robinson, a discussion emerges attributing the violence to a radicalized generation shaped by algorithmic extremism and social isolation rather than a random act. The event has triggered a broader national debate regarding the rising acceptance of political violence and the specific cancellation of Jimmy Kimmel, which hosts frame as a symptom of media consolidation and the erosion of free speech norms. Participants conclude by calling for a societal pledge against political violence while analyzing how tech giants and media moguls are reshaping the information landscape that fuels such ideological fractures.
- Goldman Sachs10 min
Will Fed Cuts Drive Stocks Higher?
Tony Pasquariello, Chris Hussey
The Federal Reserve signaled a trajectory of five rate cuts over the next few years while revising upward its growth and inflation expectations, a move Goldman Sachs views as consistent with its internal forecasts despite minor timing differences. Investment strategists advocate for a continued focus on US big-cap technology and Japan due to strong earnings momentum and shareholder reforms, while remaining cautious about European markets and potential valuation compression in the US. Market participants will closely monitor upcoming employment data and the evolving US labor landscape as volatility is expected to rise following the October earnings reporting season.
- Milken Institute28 min
Centers for Medicare & Medicaid Services Administrator Mehmet Oz | Global Conference 2025
CMS Administrator Mehmet Oz has launched a strategic overhaul targeting an $80 billion annual savings by combating fraud, consolidating fragmented IT systems, and addressing lifestyle-driven chronic illness through the "Make America Healthy Again" initiative. The administration is restructuring federal incentives to support governors, deploying AI for real-time health notifications, and terminating wasteful contractors to fix systemic inefficiencies that currently cost the nation billions in duplicate payments and fraud. Oz warns that without these immediate structural interventions and a shift toward individual health responsibility, the Medicare and Medicaid system faces the risk of catastrophic collapse.
- All-In Podcast25 min
Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
Anatoly Yakovenko, Chamath, Jason, Friedberg
Solana co-founder Anatoly Yakovenko outlines a transformative financial vision where $1.7 billion institutional tokenization and new regulatory frameworks like the "Genius Act" unlock trillions in stablecoins and real-world assets on Solana as the global execution layer. He predicts that within five years, the internet will surpass China and Japan as the top holder of US treasuries, driven by quantum-resistant cryptography and a synchronized, speed-of-light settlement network. This shift aims to displace traditional banking margins and integrate regulated entities like NASDAQ, provided that legal clarity enables the mass adoption of tokenized securities and uncapped economic utility.
- The Diary Of A CEO2h 6m
Matthew McConaughey: The Silent Crisis No One Is Talking About! I Sabotaged My Own Career!
In a candid discussion on ambition and resilience, actor Matthew McConaughey argues that resistance is essential for character development and details his strategic pivot from lucrative romantic comedies to acclaimed dramatic roles by rejecting a $14.5 million offer to ensure artistic longevity. Drawing from his father's "tough love" upbringing, he advocates for an "owner's mindset" in relationships and careers, warning that safety nets and modern entitlement culture foster failure while genuine commitment builds identity. McConaughey further connects these themes to faith, leadership, and the dangers of relying on AI for creative work, emphasizing that true strength comes from enduring struggle rather than seeking immediate comfort or validation.