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  1. Goldman Sachs23 min

    Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

    David Mericle, Andrew Tilton, Jari Stehn, Alison Nathan

    Goldman Sachs economists David Miracle, Andrew Tilton, and Yari Stein outline regional economic forecasts for 2026, projecting 2.5% US growth driven by tax cuts and Fed rate reductions alongside a resilient 4.8% expansion in China fueled by manufacturing competitiveness. The analysis highlights contrasting monetary trajectories, including the Bank of Japan's aggressive tightening to 0.75% and the ECB's projected rate hold, while warning of US labor market uncertainties and European structural weaknesses. These insights, recorded on January 7, 2026, serve as the second installment of the Outlook 2026 series, setting the stage for subsequent asset class discussions.

  2. Sequoia Capital56 min

    Harvey CEO Winston Weinberg: Why You Should Reinvent Yourself Every 4 Months

    Winston Weinberg, Brian

    Harvey has scaled to a $190 million annual run rate with 500 employees across 60 countries, leveraging a "bias for action" hiring philosophy to secure 42% of its revenue from Fortune 100 clients. The company's leadership structure, featuring a dedicated COO and standardized "Head of" titles, enforces strict accountability through the DRIP concept to mitigate the scaling challenges faced by its CEO, who balances product strategy with aggressive go-to-market tactics targeting complex legal workflows. By initially bypassing the commoditized lower-end market to focus on high-stakes M&A and litigation, the firm uses early design partnerships with major law firms to drive product excellence while navigating the CEO's ongoing transition from individual execution to institutional delegation.

  3. The Diary Of A CEO2h 1m

    Tony Robbins: No One Is Ready For What's Coming (The truth about AI).

    Tony Robbins, Steven

    Tony Robbins outlines a comprehensive framework for personal and societal transformation, rooted in his childhood lesson to serve others and his "Three Decisions Model" which governs human focus, meaning, and action. He warns that rapid AI and technological displacement will cause an identity crisis, necessitating a societal shift toward retooling skills in pattern recognition and utilization to navigate future uncertainties. Beyond individual resilience, Robbins emphasizes that true fulfillment requires prioritizing contribution and connection over mere achievement, driving his current initiatives to deploy AI-driven mental health support and expand his global food security mission.

  4. Milken Institute36 min

    Michael Milken in Conversation with HE Khaldoon Khalifa Al Mubarak | Middle East & Africa Summit

    Michael Milken, HE Khaldoon Khalifa Al Mubarak, Sarah Sandler, His Excellency Khaldoon Khalifa Al Mubarak

    Building on early foundational investments like the 2017 creation of a federal AI ministry and MBZ AI University, the UAE is accelerating its strategic pivot with the US-backed Stargate project, a massive 19-square-kilometer AI cluster scheduled for operational status by late 2025. This infrastructure initiative, which integrates 35,000 NVIDIA H100 chips and involves major partners like OpenAI and Microsoft, serves as the backbone for broader domestic AI integration across government services via the "Tem" platform and corporate strategies such as Mubadala's "Maya" decision-making system. These concerted efforts aim to sustain the nation's top global rankings in entrepreneurship and competitiveness while driving projected wealth migration and economic diversification beyond oil.

  5. Sequoia Capital37 min

    How Ricursive Intelligence’s Founders are Using AI to Shape The Future of Chip Design

    Anna Goldie, Azalia Mirhoseini, Stephanie Zhan, Sonya Huang

    Recursive Intelligence leverages reinforcement learning and graph optimization to solve the critical asymmetry between slow physical chip cycles and rapid AI model iteration. Building on the success of Google's AlphaChip project, the company replaces manual expert design with an autonomous system that generates "superhuman" layouts, enabling a shift from fabless to designless manufacturing. This approach allows major industry players like NVIDIA and AMD to accelerate custom silicon development while creating a scalable pipeline for diverse applications ranging from space data centers to consumer AR/VR devices.

  6. All-In Podcast51 min

    Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

    Jason, Bob Sternfels, Hemant Taneja

    The event analyzes the acceleration of AI adoption in enterprise settings, highlighting a shift from long-term strategy to rapid deployment that is compressing investment timelines and creating a disconnect between traditional hiring models and the cost-effective capabilities of AI agents. Speakers forecast a future workforce defined by "radical collaboration" and a "conductor" model where employees manage teams of AI, while emphasizing that human skills like aspiration and ethical judgment will remain critical as the half-life of employee skills shrinks to under four years. Simultaneously, the discussion addresses the physical evolution of technology, noting that while Western software innovation leads in autonomy and robotics, manufacturing bottlenecks and infrastructure constraints currently hinder global adoption, necessitating new approaches to build resilient supply chains and reintegrate human development pathways.

  7. The Economist8 min

    How Netanyahu’s rival would end Israel’s war in Gaza

    Netanyahu, Naftali Bennett, Zanny Minton Beddoes, Edward Carr

    Candidate Yair Gantz frames the upcoming Israeli election as a pivotal choice between internal tribalism and a national renaissance, arguing that the current crisis stems from fabricated animosity rather than genuine policy differences. While positioning his security stance as more hawkish than Prime Minister Netanyahu's by holding the incumbent responsible for the October 7 failures, he pledges to annihilate Hamas and implement a "Gaza 2.0" vision that explicitly rejects a Palestinian state as an existential threat. Gantz plans to launch a diplomatic tour of Arab leaders to reposition Israel regionally, emphasizing pragmatic improvements in Palestinian dignity over statehood while prioritizing the defeat of Hamas as the prerequisite for any future rebuilding efforts.

  8. The Economist9 min

    How Trump’s Venezuela raid is helping China's Taiwan battle plans

    Trump, Jeremy Page, Sarah Wu

    Following a U.S. strike on Venezuela, Chinese military leadership is analyzing the operation to refine "decapitation" capabilities against Taiwan's leadership, a strategy intensified by lessons from Russia's Ukraine campaign. Although Beijing has expanded a mock-up of Taiwan's government complex in northern China and conducted massive "Justice Mission 2025" drills to simulate precise sanctions, the PLA acknowledges current gaps in joint operational integration required for such complex attacks. This strategic evaluation aims to prepare for a full capability target date of 2027 while assessing whether the U.S. raid might distract American focus from containing Beijing's long-term ambitions.

  9. 80,000 Hours2h 11m

    I Quit Everything To Stop The Worst Technology Ever Imagined

    James Smith

    Synthetic biologists estimate that creating mirror bacteria—artificial life forms with left-handed molecular structures distinct from all Earthly life—could become feasible within two years if sufficient funding and AI-driven optimization are applied. These mirror organisms pose an existential threat because their unique chirality would allow them to evade the human immune system, resist natural predation, and potentially cause mass extinctions by disrupting ecological cycles. While experts warn that malicious actors or misaligned AI could weaponize this technology, a global consensus is emerging to implement a moratorium and establish regulatory frameworks similar to nuclear non-proliferation before the technical hurdles are overcome.

  10. a16z34 min

    Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

    Ben Horowitz, Jen, Justine

    Andreessen Horowitz structures its General Partners as self-directed experts within small, vertically aligned teams to accelerate investment quality and preserve decision-making dynamics. The firm explicitly prioritizes financial returns and specific technological excellence over broad ESG criteria, exemplified by its American Dynamics vertical focused on defense and energy gaps. Simultaneously, the organization is adapting its accelerator strategy to leverage AI tools for earlier-stage founders while maintaining high-ownership stakes to capture the economic potential of the emerging computing platform.

  11. Goldman Sachs26 min

    Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

    Jan Hatzius, Dominic Wilson, Alison Nathan

    Goldman Sachs projects 2026 global growth to reach 2.7%, driven by the "One Big Beautiful Bill Act," German fiscal easing, and the fading impact of 2025 tariffs. The firm forecasts a 2.5% expansion for the U.S. economy alongside expected Federal Reserve rate cuts that aim to lower inflation and address labor market stagnation. While equities are anticipated to deliver low double-digit returns, analysts warn of recession risks tied to the "SOM Rule" and elevated valuations that may trigger significant market volatility.

  12. All-In Podcast1h 10m

    Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism

    Adam Carolla, David Friedberg

    Speaking one year after the Palisades fire, commentator Adam argues that excessive regulatory oversight driven by female leadership has stalled the reconstruction of over 6,800 destroyed homes in Malibu. He contends that this bureaucratic paralysis reflects a broader cultural split, with capital and residents fleeing California's "safe space" for states like Texas and Florida due to unsustainable taxes and restrictive mandates. Looking toward the 2028 election, Adam predicts a decisive economic reckoning where fiscal conservatism will prevail unless current policies shift to address the nation's $18 billion budget deficit and labor shortages.

  13. Milken Institute40 min

    Navigating the Crosscurrents: Global Macro and Investment Outlook | Middle East & Africa Summit 2025

    Dan Murphy, His Excellency Waleed Al Mokarrab Al Muhairi, Tony Minella, Anne Walsh

    In this session, Tony Minella of Eldridge, Waleed Al-Mahari of Mubadala, and Anne Walsh of Guggenheim project a U.S. macroeconomic steady state with 2% GDP growth while anticipating Fed rate cuts that will place the 10-year Treasury yield in a 3.5% to 5% trading range. The panelists distinguish the current AI investment super-cycle from the dot-com bubble by citing real earnings among tech conglomerates, though they warn of obsolescence risks and the eventual disruption of traditional valuation models. Despite U.S. market dominance, the group emphasizes a strategic pivot toward global diversification in Asia and Brazil to capture emerging growth while managing systemic leverage and geopolitical volatility.

  14. The Economist9 min

    Why Israel is closely watching the Iran protests

    Anshel Pfeffer, Jason Palmer, Eva

    Following a twelve-day war in June, intensified protests and economic instability in Iran threaten to shatter the regime's hold on power while prompting leadership concerns over potential external retaliation to divert attention. In response, Israeli Prime Minister Benjamin Netanyahu is maintaining a low-profile strategy of strategic patience, allowing internal Iranian dynamics to unfold rather than launching immediate military strikes. This approach aims to facilitate long-term geopolitical shifts, including the eventual erosion of Iran's proxy network and the potential for a future strategic alliance that could end decades of hostility.

  15. Goldman Sachs22 min

    Turning $700 into a Billion-Dollar Brand: John Paul DeJoria

    John Paul DeJoria, Meena Flynn

    John Paul Mitchell founded John Paul Mitchell Systems and successfully launched the Patrón tequila brand by leveraging resilience and a partnership-based management philosophy derived from his Navy service and humble childhood. The company operates under a 360-year trust structure that prevents sale and ensures all proceeds benefit the beauty industry and its partners, while Mitchell continues to prioritize anonymous philanthropy focused on homelessness and food insecurity. Through strategic pivots from hair care to premium spirits, Mitchell transformed a bootstrapped startup into the world's largest privately owned salon hair care company and executed the largest liquor business sale in history.