Latest Interviews
Showing 1276–1290 of 9,634 transcripts.
Clear all filters- Goldman Sachs27 min
Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation
Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, Christian Mueller-Glissmann, Alyssa Nathan
A 2026 global equity strategy forecasts sustained optimism driven by profit growth and moderating inflation, with a strategic tilt toward undervalued emerging markets and AI application sectors. The outlook anticipates a depreciating US dollar and a tail end of global easing, prompting portfolio managers to favor equities over credit while hedging against stretched valuations through diversified alternatives. Simultaneously, commodities are positioned for divergence, featuring a base case for a 10% gold rally and strategic long exposure to local US power markets fueled by surging AI data center demand.
- The Economist10 min
Will Trump invade Greenland?
Trump, Shashank Joshi, Rosie Blau
Donald Trump's pursuit of a unilateral acquisition of Greenland has triggered a severe diplomatic crisis characterized by unprecedented accusations of blackmail and intimidation from European leaders, including the prime ministers of Sweden and Denmark. This dispute threatens to fundamentally erode faith in NATO's Article 5 and fracture the transatlantic alliance by exposing Europe's structural security deficit in intelligence, logistics, and command structures. While domestic US opposition and the military's heavy reliance on European bases constrain the prospect of annexation, the event is driving accelerated efforts across Europe to develop an independent defense vision capable of operating without US support.
- a16z1h 10m
The AI Opportunity that goes beyond Models
Alex Rampell, Jen Kha, David Haber, Anish Acharya, Ari, Nick Kopp, Seema, Mark Andrusco, Joe Schmidt, Olivia, Kimberly, Gabe, Brian, Andy, Ben
The current AI era, driven by global smartphone adoption and the 2017 Transformer breakthrough, is enabling software companies to generate $100 million in revenue within two years while displacing human labor through specialized applications. Forward-thinking firms capitalize on this shift by establishing proprietary data moats and evolving from per-seat pricing models to outcome-based strategies that solve specific "labor replacement" needs. Concurrently, investors like Andreessen horowitz are prioritizing high-conviction deals in vertical roll-ups and "AI-native" ecosystems to secure defensible systems of record rather than temporary feature differentiation.
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady
Winston Weinberg, Harry Stebbings
Harvey's leadership outlines a strategic pivot to transform their legal AI platform from productivity software into critical industry infrastructure, projecting $500 million in Annual Recurring Revenue within a three-to-five-year window driven by enterprise AI capabilities. This growth trajectory aims to justify an $8 billion valuation by prioritizing deep integration across 17+ disparate systems and shifting hiring focus toward senior infrastructure engineers rather than front-end developers. The company mitigates existential risks from major model providers by maintaining a model-agnostic routing strategy while emphasizing long-term investor relationships over short-term valuation spikes to ensure sustainable scaling.
- The Diary Of A CEO1h 46m
CIA Whistleblower John Kiriakou: They Can See All Your Messages!
Former CIA officer John Kiriakou details his prosecution for exposing post-9/11 torture programs and discusses the agency's extensive surveillance capabilities revealed by the Vault 7 leaks. He outlines global intelligence tactics used by rivals like China and Israel while criticizing historical abuses such as the MKUltra mind-control experiments and current vulnerabilities in digital security. The discussion concludes with Kiriakou's argument that the United States must transition toward a multipolar world order as its unipolar hegemony becomes unsustainable.
I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator)
Archer Aviation is developing electric vertical takeoff and landing aircraft to serve as the exclusive air taxi provider for the 2028 Los Angeles Summer Olympics, a goal supported by the current U.S. administration and the newly established E-VOL Integration Pilot Program. Under CEO Nikhil Arora, the company has secured over $4 billion in funding and forged strategic defense partnerships with Anduril while navigating significant legal challenges and reputational threats to scale manufacturing for a projected $100 billion market. By targeting a sales model that distributes aircraft to multiple global operators, Archer aims to revolutionize urban mobility in congested cities like Manhattan and Tucson, leveraging real-world flight data to train AI and expand into international markets such as India and the UAE.
- Milken Institute22 min
A Conversation with Altérra CEO His Excellency Majid Al Suwaidi | Middle East & Africa Summit 2025
Majid Al Suwaidi, His Excellency Majid Al Suwaidi, Joseph McMonigle
Established as the world's largest climate-focused private fund, Altera has committed an initial $6.5 billion deployment to mobilize $250 billion in capital for the Global South alongside strategic partners Brookfield, TPG, and BlackRock. This initiative follows the landmark COP28 conference, which shifted climate diplomacy to a pragmatic, private-sector-integrated model under the political leadership of UAE officials. Fund Director Majid Al-Sawadi now leverages his diplomatic background to accelerate clean energy infrastructure, specifically targeting the energy demands of AI and industrial decarbonization in emerging markets.
- All-In Podcast1h 11m
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
Trump, Chamath, Jason, Friedberg, David Sacks
The "All In" podcast team hosts a live stage event at Davos 2026 to conduct real-time interviews with global leaders while discussing Iran's regime fragility, AI infrastructure financing models, and President Trump's strategic interest in acquiring Greenland. Hosts analyze critical shifts in the compute market following OpenAI's massive Cerebras deal and explore the political implications of California's proposed "Billionaire Tax" alongside Microsoft's commitment to absorbing data center utility costs. These conversations collectively frame emerging economic opportunities in decentralized energy and specialized silicon against a backdrop of geopolitical realignment in the Middle East and Arctic regions.
- Goldman Sachs14 min
Which Equity Markets Will Outperform?
Goldman Sachs Co-CEO Kunal Shah outlined a robust 2026 U.S. economic outlook featuring 2.8% GDP growth driven by AI-fueled capex and easing financial conditions, while warning of elevated leverage and political risks to central bank independence. The firm forecasts balanced returns across U.S., European, and Asian markets despite divergent drivers, noting that excess savings in non-U.S. regions are shifting toward domestic spending rather than external deficits. In strategic asset allocation, the firm highlights Treasury bonds for diversification if labor markets weaken and recommends gold as a hedge against de-dollarization, though it cautions against shorting credit spreads due to their historically tight levels.
- The Economist9 min
Iran’s former crown prince on its potential path to democracy
Zanny Minton Beddoes, Reza Pahlavi
During a period characterized as a revolution rather than a protest, a self-styled neutral arbiter proposes establishing a temporary government to replace Iran's current regime with a democratic system based on secular governance and territorial integrity. This transition plan includes immediate nuclear program abandonment to lift sanctions, a constitutional referendum process, and the potential integration of an economically reformed Iran with Israel to ensure regional stability. Proponents argue that the movement, supported by street chants and diaspora experience, seeks to dismantle a corrupt elite while offering all citizens the prospect of greater wealth through transparent economic policies.
- Milken Institute50 min
How Investing in Europe’s Competitiveness Can Spur a New European Renaissance | MEA Summit 2025
Petra Freddi, Lucie Berger, Pablo Casado, Jean-Baptiste Fantun, Vincent Levita, Andrea Rossi
The Milken Institute's "Investing in Europe's Competitiveness" initiative addresses a projected €800 billion annual investment gap by mobilizing private capital from the UAE, the US, and Asian markets into European infrastructure, defense, and AI sectors. Driven by the Draghi report and the need for a Savings Union, the event highlights critical opportunities in private credit, energy sovereignty, and dual-use technologies while advocating for the Capital Markets Union and Solvency II reforms. Strategic partnerships with non-European investors are positioned to accelerate industrial consolidation and commercialization, aiming to secure Europe's economic "golden age" by 2035.
- All-In Podcast1h 30m
Supercharging a New FDA: Marty Makary on Science, Power & Patients
Marty Makary, Friedberg, Chamath, Jason, Dave
FDA Commissioner Marty McCary has implemented 42 major reforms within his first 10 months to accelerate drug approvals, reduce clinical trial timelines, and restore public trust by ending paternalistic mandates. The agency is reshaping its workforce, shifting research priorities toward environmental and microbiome factors, and challenging China's biotech dominance by streamlining U.S. regulatory infrastructure and adopting AI-driven decision tools. These aggressive changes include converting pivotal trial requirements, eliminating unnecessary animal studies, and reforming food and vaccine policies to lower costs and address chronic disease roots.
- The Economist9 min
Are America’s tariffs here to stay?
The Trump administration implements a tariff strategy described as ruthlessly successful by expanding leverage beyond trade deficits to address geopolitical issues like the Rio Grande water agreement and fentanyl trafficking. By framing these measures as corrective fees rather than exclusionary sanctions, the policy prioritizes domestic workers and manufacturing strength while rejecting rigid multilateral frameworks. Although traditional allies express deep concern and seek to reduce U.S. dependence, the administration maintains that negotiations driven by American economic power are essential for achieving new deals and safeguarding national sovereignty.
- a16z55 min
Ben & Marc: Why Everything Is About to Get 10x Bigger
Marc Andreessen, Ben Horowitz, Erik Torenberg, Packy McCormick
Ben Horowitz and Mark Horowitz characterize the current AI era as a fundamental reinvention of the computer capable of solving global challenges, while predicting that unlocking monetization for writers will expand the media market to 1,000 times its current size. A16Z leverages its sixteen-year reputation and a decentralized structure of autonomous teams to accelerate founders from the "Zoomer" generation, who they view as uniquely equipped to navigate this new landscape with direct, AI-native competence. By functioning as a modern patron of high-risk innovation, the firm aims to support "dreamers" as a century-long institution, transitioning inventors into competent CEOs while advocating for a liberated information environment free from traditional censorship.
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero?
Jason Lemkin, Rory O'Driscoll, Harry Stebbings
Anthropic secured a $10 billion investment at a $350 billion valuation to dominate enterprise and coding markets, while OpenAI faces existential pressure from Gemini and potential macro disruptions that threaten its capital-raising ability. Simultaneously, Andreessen Horowitz leveraged a $15 billion fund to enforce a winner-take-all strategy, forcing mid-sized firms to specialize or exit as the industry shifts toward concentrated late-stage dominance with correlated valuation risks. These market dynamics coincide with fears that proposed California wealth taxes will trigger a founder exodus, while AI-driven revenue-per-employee efficiencies threaten to displace high-quality jobs and exacerbate economic inequality.