Latest Interviews
Showing 1231–1245 of 3,002 transcripts.
Clear all filters- All-In Podcast32 min
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
Adena Hefets, Chamath, Calacanis, Friedberg, Adina
Divi Homes addresses the stark wealth inequality driven by asset appreciation and restrictive lending standards by offering a non-traditional homeownership model that allows customers with limited down payments to build equity. Operating across sixteen major markets with a customer base comprising 50% people of color and 80% female-led households, the company has achieved a 51% purchase success rate among participants who complete its three-year term. Funded by a recent $200 million Series investment from Tiger Global, Divi projects a path to profitability with an all-in margin near 25% while navigating a supply-constrained housing market.
- All-In Podcast39 min
#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
Glenn Greenwald, Matt Taibbi, David Sacks, Chamath, Calacanis, Friedberg
Formerly prominent journalists Glenn Greenwald and Matt Taibbi argue that mainstream liberalism has devolved into a coercive orthodoxy that reclassifies dissenters as enemies, a shift driven by Donald Trump and the Democratic establishment's adoption of authoritarian narratives. This ideological fracture has realigned American politics along class and educational lines, leaving the working class alienated by a neoliberal consensus shared by both major parties while media outlets prioritize partisan outrage over objective reporting. The result is a stagnant political system where bipartisan elites protect ruling-class interests, effectively silencing class-based debate and creating conditions for potential systemic instability.
- All-In Podcast1h 9m
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
Tim Urban, Keith Rabois, Chamath, Calacanis, Friedberg, David Sacks
Tim Urban introduces a vertical "High-Rung" versus "Low-Rung" political framework to explain societal stagnation, attributing the rise of tribalism to information ecosystem changes and the collapse of institutional immune systems. Panelists David Sacks and Keith Raboy expand this analysis to venture capital, criticizing misaligned incentives in the current market while advocating for disciplined founders and a rejection of token-based fundraising models. Together, they argue that restoring intellectual humility and reducing reliance on algorithmic media are essential for both political progress and sustainable investment strategies.
- All-In Podcast34 min
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
Antonio Garcia Martinez, Glenn Greenwald, David Sacks, Chamath, Calacanis, Friedberg
Antonio Garcia-Martinez and Glenn Greenwald, moderated by David Sack, engaged in a contentious debate regarding U.S. involvement in the Ukraine war, contrasting reports of overwhelming Ukrainian societal mobilization with skepticism about American motives and global consensus. Garcia-Martinez argued that U.S. policy should support Kyiv's territorial integrity without direct intervention to avoid nuclear escalation, while Greenwald contended that Washington is weaponizing the conflict to weaken Russia as a great power, citing NATO expansion and historical U.S. hypocrisy as evidence. The discussion highlighted a fundamental divide over whether the war is a legitimate defense of democracy or a geopolitical maneuver that risks World War III, leaving the definitions of victory and moral credibility heavily contested.
- All-In Podcast1h 0m
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
Claire Cormier Thielke, Ryan Petersen, Chamath, Calacanis, Friedberg, David Sacks
Greater China Real Estate leads the construction of China's greenest skyscraper and a 45-million-person cold storage hub while navigating a market shift toward rental housing and digital integration through WeChat. Simultaneously, Flexport addresses global supply chain volatility by leveraging data analytics and asset-heavy strategies to support DTC brands and humanitarian missions like Ukraine relief. Both entities capitalize on rapid urbanization in the Greater Bay Area and the manufacturing migration to Mexico, balancing high-velocity growth with the operational realities of hybrid tech-industrial models.
- Goldman Sachs41 min
Ryan Watts, CEO and Co-Founder of Denali Therapeutics
Founded by CEO Dr. Ryan Watts in 2015, Denali Therapeutics is leveraging proprietary blood-brain barrier technologies and genetic insights to accelerate clinical-stage programs for Alzheimer's, Parkinson's, and ALS. The company is currently initiating pivotal late-stage trials for Parkinson's and Hunter syndrome while prioritizing preventative strategies and shorter-term milestones in lysosomal storage diseases to validate its pipeline. By combining this technical approach with a culture that accepts failure as part of discovery, Denali aims to shift neurodegenerative treatment from late-stage intervention to early disease prevention within the next decade.
- All-In Podcast1h 41m
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Chamath, Calacanis, Friedberg, David Sacks
Panelists warn that approximately $35 trillion in global wealth has been erased, creating a recessionary environment driven by the Federal Reserve's quantitative tightening and synchronized collapses in real estate, consumer credit, and SaaS valuations. In response to freezing credit markets and strict new funding criteria, venture capital firms are selectively deploying capital into profitable companies while employees face the risk of worthless equity as valuation multiples compress. Despite the severe economic contraction and a potential market bottom yet to arrive, the crisis is framed as an opportunity for disciplined investors to acquire top talent and purge underperforming assets.
- Goldman Sachs29 min
Joe Bae, Co-CEO of KKR and Founder of The Asian American Foundation
KKR Co-CEO Joe Bae outlines the firm's expansive Asian strategy, which now accounts for a quarter of the company's business through diversified infrastructure and private credit investments targeting a millennial demographic. Amidst macroeconomic headwinds like inflation and geopolitical shifts, Bae emphasizes supply chain resiliency and a balanced energy transition while leveraging KKR's localized workforce to navigate global risks. Beyond finance, he details the establishment of the Asian American Foundation to dismantle the model minority myth and drive systemic community support through corporate advocacy and educational initiatives.
- The Economist18 min
Press freedom: why you should be worried
Daphne Galizia, Avantika Chalkoti, Rana Ayyub, Rebecca Vincent, Matthew, Corinne, Veronika Munk, Sebald Stuhl
Global press freedom is facing severe erosion in both authoritarian regimes and established democracies, evidenced by a rise in journalist murders, the misuse of Strategic Lawsuits Against Public Participation (SLAPPs), and systemic financial bullying. Prominent cases such as the legal persecution of Indian journalist Rana Ayyub and the consolidation of media under Prime Minister Viktor Orbán's government in Hungary illustrate how authorities employ subtle tactics to silence critics. In response to these threats, initiatives like the European Commission's directive to dismiss SLAPPs and the creation of reader-funded outlets like Telex demonstrate emerging strategies to maintain independent reporting despite restricted resources and intimidation.
- Jane Street1h 12m
State Machine Replication, and Why You Should Care with Doug Patti
Doug Patti's presentation details Jane Street's architectural evolution from the rigid, single-sequencer Concord system to the more flexible ARIA infrastructure, which supports 24/7 operations and hierarchical topic namespaces. ARIA addresses previous limitations in versioning and overhead while preserving global deterministic ordering for high-frequency trading, enabling internal teams to manage complex workflows with reduced operational burden. Despite these advancements, the architecture still faces challenges regarding rate limiting and snapshot capabilities, prompting ongoing optimizations to support broader firm-wide adoption.
- Goldman Sachs27 min
Jean Case, CEO of The Case Impact Network and Chairman of the National Geographic Society
Jean Case outlines the critical distinction between impact investing and ESG frameworks while addressing SEC transparency concerns and the urgent need for "greenwashing" prevention as trillions of dollars transfer to Millennial and Gen Z investors. She highlights a shifting market where diverse leadership teams drive superior returns and where fossil fuel strategies are evolving from divestment to active engagement, particularly amidst geopolitical pressures like the Ukraine crisis. Case illustrates these concepts through App Harvest's vertical farming success and personal reflections on navigating career risks, ultimately advocating for a strategic pivot to "fail forward" when community alignment is compromised.
- All-In Podcast1h 39m
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Calacanis, Friedberg, Jason, Biden, Putin, David Sacks, Chamath Palihapitiya
David Sacks criticized the US foreign policy establishment for its war addiction and argued for a diplomatic resolution to the Ukraine conflict that ensures a neutral Ukraine and recognizes Russian control of Crimea. The discussion further analyzed economic headwinds, including recession risks and labor shortages driven by demographic shifts, while proposing that high-skill immigration be rebranded as talent acquisition to address inflation and growth constraints. Additional topics included SEC reforms for SPACs, concerns over TikTok's data security, and the potential for global famine exacerbated by the war's impact on Ukrainian agriculture and fertilizer costs.
- Goldman Sachs29 min
Tricia Glynn, Managing Director at Advent International
Managing Director Tricia Glenn outlines Advent's investment philosophy, which prioritizes revenue growth and seeks three-to-fivefold returns by partnering with consumer retail disruptors rather than focusing on cost-cutting. She details how the firm navigates a shifting 2022 macro landscape driven by supply chain disruptions and rising interest rates by targeting "pearls" with exceptional talent and capitalizing on the live-selling revolution. Glenn further emphasizes the necessity of systemic diversity and risk-taking to secure actual power for underrepresented leaders, citing portfolio successes like Olaplex and Lululemon as evidence that aggressive capital deployment drives industry inflection.
- The Diary Of A CEO1h 28m
Israel Adesanya: Becoming World Champion Was The Lowest Day Of My Life!
Israel Adesanya, Stephen Bartlett
UFC champion Israel Adesanya discusses how his early experiences with racism and trauma shaped his philosophy on masculinity, mental hygiene, and the distinction between lasting legacy and temporary fame. Drawing from his career highs and lows, including a 2013 personal crisis, he details his strategies for coping with imposter syndrome, managing public scrutiny, and utilizing martial arts to tame primal aggression. Adesanya further outlines his future plans to reform education through homeschooling and expand philanthropy, emphasizing the importance of owning one's identity without seeking external validation.
- The Economist9 min
Malala: what Ukraine’s invasion means for girls’ education
Zanny Minton Beddoes, Malala Yousafzai
Malala Yousafzai addressed global crises in Ukraine, Afghanistan, and other regions, emphasizing that war creates irreversible damage and urging leaders to redefine humanitarian funding to explicitly include education. She highlighted a critical digital gender gap exacerbated by conflict and called for strict international dialogue with the Taliban regarding women's rights, advocating for the release of frozen Afghan reserves to support economic recovery. Ultimately, Yousafzai asserted that quality education is fundamental to peace and stability, demanding that current educational bans in conflict zones be treated as urgent global priorities.