Latest Interviews
Showing 1381–1395 of 5,336 transcripts.
Clear all filters- All-In Podcast1h 37m
Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
Trump, Ben Shapiro, Phil Hellmuth, Jason Calacanis, Chamath Palihapitiya, David Friedberg, David Sacks
Hosts Jason Calacanis, Chamath Palihapitiya, and Ben Shapiro issued a formal apology to poker legend Phil Hellmuth for previously making false claims about his relationship with Timothée Chalamet and his status among Hollywood elites. Concurrently, the discussion detailed President Trump's Middle East trip, which secured approximately $2 trillion in investment deals while signaling a foreign policy shift toward commerce over interventionism. The panel also examined domestic issues including a proposed tax bill projected to add $4.1 trillion to the deficit, state bans on cellular meat, and an executive order aiming to slash pharmaceutical prices by 30 to 80 percent through a "Most Favored Nation" mechanism.
- Milken Institute23 min
Preparing for the Second Half: Redefining Retirement with Peyton Manning | Global Conference 2025
Peyton Manning, Brian Sullivan
Manning Cast, featuring Eli and Peyton Manning, recently sold a 10% stake in their Omaha Productions to investors, securing a company valuation of approximately $750 million. The event highlights the duo's strategic transition from the NFL to media and finance, utilizing football metaphors like "audibles" to guide their financial planning and leadership philosophy while producing unifying content that bridges demographic divides. Their partnership with Nationwide reflects a shared decade-long commitment to community impact and financial services, supported by a creative approach that balances high-profile celebrity guests with self-deprecating humor.
- Goldman Sachs24 min
Repricing risks post tariff truce
Tony Pasquarello, Dominic Wilson, Josh Shiffrin
A panel of analysts forecasts a low but non-zero recession risk while projecting 1% growth amid a "higher inflation, lower growth" environment driven by effective tariff rates of 12% to 13%. The Federal Reserve is expected to cut rates in 2025 if unemployment exceeds 4.5%, potentially ushering in a dovish regime that supports equities despite narrow paths constrained by bond market volatility and deficit concerns. While U.S. dollar depreciation may cushion equity performance, the discussion concludes with a cultural segment where Josh Shiffrin and Dominic Wilson critique the narrative outcomes of *Lost*, *The Shining*, and *The Departed*.
- a16z43 min
Who's Coding Now? - AI and the Future of Software Development
Guido Appenzeller, Matt Bornstein, Yoko Li
Positioned as a $3 trillion global market following a $200 billion investment surge, the AI coding sector is transforming a workforce of 30 million developers through integrated agents that shift workflows from syntax generation to specification drafting. While industry leaders project productivity gains equivalent to Apple's market value by doubling output efficiency, organizations are adapting to non-deterministic model behaviors by redefining success metrics and enforcing "spec-first" strategies for legacy modernization. This evolution requires a new hybrid of human expertise and structured formal languages to manage hallucination risks, ultimately redefining the developer role from code writer to system architect.
How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech
Erik Kriessmann, Molly O'Shea, Eric Chrisman
Altimeter Partner Eric Chrisman, formerly of Index Ventures, leverages his background in venture human capital to execute a concentrated investment strategy that targets "fewer, better" ideas in defense, aerospace, and automation. The firm recently backed high-conviction portfolio companies like Anduril, K2 Space, and Base by capitalizing on large early-stage checks to build significant ownership stakes in sectors driven by talent density and mission-oriented leadership. By rejecting traditional diversification in favor of massive toehold investments, Altimeter aims to secure outlier returns while navigating a capital market environment that increasingly favors private longevity over immediate IPOs.
- All-In Podcast1h 2m
Sundar Pichai, CEO of Alphabet | The All-In Interview
Sundar Pichai, David Friedberg
Google CEO Sundar Pichai outlined a strategy rejecting the Innovator's Dilemma in favor of expanding information access, citing AI Overviews now serving 1.5 billion users with query lengths doubling as ad revenue achieves parity with traditional search. He detailed a $75 billion capital expenditure plan for 2025 that prioritizes TPU-driven efficiency and addresses critical constraints in global energy generation and workforce availability. Looking toward future paradigms, Pichai forecasts a shift to ambient computing within 15 years while reinforcing Alphabet's structural focus on foundational R&D across DeepMind, Waymo, and quantum initiatives.
- Goldman Sachs7 min
Why tech stocks could keep rallying
Following a sharp correction in early 2024, the Nasdaq recovered to a flat annual performance driven by resilient S&P 500 earnings growth, clearer trade policies, and renewed capital deployment into artificial intelligence. Goldman Sachs technology specialist Pete Callahan highlights that large-cap tech stocks are regaining defensive status amid a return of dispersion within the "Magnificent Seven," creating specific stock-picking opportunities. With macro fears receding in favor of micro-level AI catalysts, the prevailing strategy recommends maintaining positions through the remainder of the year despite ongoing scrutiny of inflation data and bond market rates near 4.5%.
- Milken Institute1h 0m
Trust, Truth, and Democracy | Global Conference 2025
Sewell Chan, Max Boot, Leigh Ann Caldwell, Oliver Darcy, Kevin Merida, Jessica Yellin
In a panel featuring journalists such as Max Boot and Kevin Merida, experts analyzed the dual pressures of the Trump administration's legal warfare against the media and billionaire owners' conflicting business interests that threaten editorial independence. The discussion highlighted how algorithmic polarization and the decline of local news have eroded public trust to just 10%, forcing the industry to pivot from mass-reach reporting to collaborative, niche-focused strategies. To navigate this fragmented landscape, the group concluded that future solutions require non-profit structural support, rigorous journalism literacy education, and a strategic emphasis on tangible policy impacts rather than political spectacle.
- Milken Institute59 min
A New Policy Environment for China | Global Conference 2025
Robin Hu, Fred Hu, Kevin Lu, Robert Rubin, Lu Zhang
Former Treasury Secretary Robert Rubin joined a diverse panel to critique U.S. reliance on tariffs and structural decoupling while highlighting China's critical need to pivot from investment-led growth to domestic consumption. Discussing the high costs of current trade wars, the group identified inflation and supply chain disruptions as likely drivers for eventual negotiations, even as private equity leaders reorient strategies toward domestic markets and green technology. Ultimately, the dialogue concluded that sustainable resolution requires abandoning containment postures in favor of constructive engagement on shared challenges like AI governance and climate transition.
- Milken Institute21 min
A Conversation with Former First Lady of the United States Jill Biden | Global Conference 2025
At the 28th annual Milken Institute Global Conference, Dr. Jill Biden and Esther Kroffa outlined the Women's Health Network's strategy to address historical data gaps and the $1 trillion global economic opportunity by shifting funding reliance to the private sector. The initiative targets critical breakthroughs in areas like endometriosis diagnostics and Alzheimer's care while deploying a digital platform and pooled investment fund to dismantle data silos and accelerate inclusive innovation. By reframing women's health as a universal business imperative rather than a niche category, the network aims to impact millions of lives globally by 2025 through enhanced research inclusion and strategic capital allocation.
- Goldman Sachs19 min
Equity risks and alts opportunities
David Kostin, Padi Raphael, Allison Nathan
The Professional Investor Forum gathered advisors managing $1.3 trillion to analyze a U.S. market recovering to pre-tariff levels despite a 50% recession probability, as first-quarter earnings beat expectations by 12% before new April policy shifts. Goldman Sachs forecasts a recession-free 2025 baseline, though participants anticipate earnings compression in the second quarter if tariffs are implemented. Consequently, investment strategies are pivoting toward private market allocations and equal-weighted indices to mitigate concentrated stock risk while managing capital flows repatriated from Europe and steady inflows from Asia.
- The Economist8 min
Why does Trump admire Saudi Arabia?
Trump, Rachana Shanbhogue, Jason
Crown Prince Mohammed bin Salman has steered Saudi Arabia toward a foreign policy of regional stabilization and ambitious domestic social liberalization to secure the political foundation for his economic transformation agenda. While the kingdom has rapidly dismantled religious restrictions and positioned itself as a mediator in global conflicts, its effort to diversify away from oil through massive giga projects like Neom faces significant hurdles due to stubborn reliance on energy revenues and fiscal strain. Consequently, the regime's long-term stability remains precarious, hinging on its ability to successfully deliver economic prosperity to a young population while managing the risks of potential dissent and investor skepticism.
- Milken Institute38 min
A Conversation with US Secretary of the Treasury Scott Bessent | Global Conference 2025
Scott Bessent, Richard Ditizio, Michael Milken
The 28th annual Milken Institute Global Conference convened 1,000 speakers under the theme "Toward a Flourishing Future" to address critical resource gaps in health, connectivity, and global wealth distribution while urging for inclusive coalitions to bridge societal divides. Concurrently, Treasury Secretary Scott Bessent outlined the Trump administration's economic agenda, which prioritizes trade tariffs to boost domestic manufacturing, a "big beautiful bill" of tax cuts and deregulation, and an aggressive strategy to lower the federal deficit by 1% annually. The administration further signaled a shift toward "safe, sound, and smart" financial regulation, strategic partnerships with Ukraine, and a focus on maintaining U.S. dominance in AI and quantum computing to foster a "new golden age" of prosperity.
- Sequoia Capital20 min
Will Open Source AI Overtake Closed Models? Ft. Olama, Fireworks and Open Router
Jeff Morgan, Dmytro Dzhulgakov, Alex Atallah, Dima, Matthew Walkerman
Industry leaders from Ollama, Fireworks, and OpenRouter advocate for a balanced future where open-source and closed-source models each command 50% of inference tokens, driven by the strategic advantages of decentralized innovation and lower capital barriers. While current open adoption sits at 30%, panelists predict this share will expand as foundational models improve through reinforcement learning and enterprises prioritize ownership of proprietary fine-tuned artifacts. This shift relies critically on sustainable decentralized inference infrastructure to compete against the entrenched advantages of large, closed-source providers.
- Sequoia Capital32 min
OpenAI’s Sam Altman on Building the ‘Core AI Subscription’ for Your Life
Sam Altman, Jens Nordvigsen, DAN GALPIN, SAM SACCONE
OpenAI has evolved from a 14-person research lab into a commercial powerhouse driven by the GPT-3 API and the viral ChatGPT platform, which now serves 500 million weekly active users. Under Sam Altman's leadership, the organization prioritizes high-impact small teams and a vision of becoming a personalized AI operating system while navigating a market where startups outpace legacy enterprises in agility. The company's roadmap emphasizes the transition from text-based assistants to autonomous agents by 2025, with future infrastructure expected to facilitate seamless agent-to-agent communication and eventual robotics applications.