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  1. The Economist26 min

    Carney score: last days of Canada’s campaign

    Rosie Bloor, Jason Palmer, Sarah Larniuk, Noah Snyder, Fraser McGilraith

    Hosted by Rosie Bloor and Jason Palmer, this broadcast examines Canada's volatile election driven by US protectionism concerns, media fragmentation, and a toxic political climate where Conservative leader Pierre Poilievé leverages social media to bypass traditional journalism. The program simultaneously analyzes the United States' critical shipbuilding deficit relative to Chinese and South Korean capacity, highlighting legal barriers to international co-production and the strategic choice between domestic revitalization or foreign reliance. Concluding with a 1945 archival perspective, the episode reflects on the human cost of Berlin's fall and the geopolitical complexities that followed the Allied victory over the Third Reich.

  2. Goldman Sachs19 min

    How insurers are navigating volatile markets

    Mike Siegel, Matt Armas, Alison Nathan

    The 14th annual Goldman Sachs Insurance Survey of 400 companies managing $13 trillion in assets reveals a strategic "Great Pivot" by life insurers shifting from public to private markets to capture liquidity premiums and mitigate volatility. This reallocation, alongside a surge in defensive investments in AI infrastructure, aims to enhance operational efficiency and diversify long-duration liabilities while navigating a complex environment of rising bond rates and equity swings. Collectively, these shifts support a booming industry outlook where improved returns and fixed-rate product demand drive lower policy costs and stronger capital deployment across both life and property-casualty sectors.

  3. All-In Podcast17 min

    Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀

    JD Vance, Elon Musk, Sergey Brin, Peter Thiel, Megyn Kelly, Mearsheimer, Sachs, Travis Kalanick, Marc Benioff, Woody Hoburg, Chamath, Jason, Friedberg, TheZachEffect, Zach

    The Year Three conference featured a diverse lineup of high-profile guests, including Vice Presidential candidate J.D. Vance and Elon Musk, who discussed political independence, AI development, and economic expansion amidst tight security. Notable speakers such as John Mearsheimer, Travis Kalanick, and astronaut Woody Hobart contributed to dynamic segments on geopolitics, enterprise software, and scientific scales that defined the event's unscripted format. The gathering concluded with social festivities and a forward-looking toast, highlighting the organizers' intent to foster debate through an eclectic mix of political, technological, and scientific discourse.

  4. The Economist9 min

    Is the world still working from home?

    Archie Hall

    A 2024 survey by Stanford's Nicholas Bloom across 40 nations reveals that hybrid work adoption correlates strongly with cultural individualism, ranging from 1.9 days weekly in Canada to 0.5 days in South Korea. These divergent patterns have reshaped housing markets by driving suburban price surges of up to 50% while depressing urban centers, alongside increased leisure efficiency but a notable 30-minute rise in daily solitary time. Despite concerns over social isolation, the aggregate assessment remains that remote work delivers a net positive global impact by unlocking economic efficiencies in housing and providing critical autonomy for workers.

  5. The Economist23 min

    Fed man walking? Trump v Powell

    Trump, Powell, Jason Palmer, Simon Rabinovich, Archie Hall, Emily Steinmark

    President Trump's threats to dismiss Federal Reserve Chair Jerome Powell triggered a market crisis and highlighted legal hurdles protecting the central bank's autonomy, though analysts warn that undermining the Fed could force higher rates and deepen economic stagnation. Simultaneously, global remote work trends are solidifying a five-year post-pandemic equilibrium in English-speaking nations, driving suburban housing prices up while introducing social challenges like increased isolation. Concurrent environmental assessments reveal that despite eliminating tailpipe emissions, electric vehicles generate significant non-exhaust particulate matter due to heavy battery packs, prompting calls for lighter designs and stricter regulatory oversight.

  6. a16z34 min

    What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech

    Andrew Bosworth, David George

    Meta envisions a post-smartphone era driven by AI-powered AR glasses like Orion, which aim to replace touch interfaces with natural interaction modalities while leveraging open-source models to accelerate innovation. This strategic pivot shifts the market from app-centric selection to AI agent orchestration, though widespread adoption faces significant hurdles regarding hardware constraints, regulatory privacy concerns, and the societal acceptance of always-on devices. By rejecting passive technological evolution, the company positions these developments as a generational opportunity to fundamentally redesign human-computer interaction despite the risks of social backlash.

  7. All-In Podcast7 min

    Mitotherapy Breakthrough: Supercharging Your Cells ⚡️| Science Corner with David Friedberg

    David Friedberg

    Recent breakthroughs in mitochondrial biology have established physical transfer between cells and enabled the engineered amplification of mitochondria to produce 854 times normal ATP output. These advancements allow researchers to successfully repair cartilage and bone in osteoarthritis models while creating detailed brain maps that link mitochondrial dysfunction to cognitive decline. Consequently, this supply solution is launching "mitotherapy" as a viable clinical modality for treating sports injuries, heart attacks, and neurodegenerative diseases.

  8. Goldman Sachs26 min

    Will tariffs lead to a recession?

    Paul Krugman, Jan Hatzius, Oren Cass, Allison Nathan

    Prominent economists Paul Krugman, Jan Hatzius, and Oren Cass debated the Trump administration's historic tariff expansion, which Krugman identifies as an unprecedented economic shock and Hatzius projects will reduce GDP growth by two percentage points while raising recession probabilities to 45%. While Krugman warns that policy uncertainty will stifle business investment and Hatzius cautions that the Federal Reserve faces a difficult trade-off between inflation and stagnation, Cass argues the measures represent a necessary structural correction to global supply chains that will eventually stimulate domestic production. The panel concluded that although immediate data lags obscure the full extent of damage, the severity of the downturn will ultimately depend on the Federal Reserve's ability to balance conflicting price and employment mandates against a backdrop of rapidly shifting trade policy.

  9. a16z27 min

    Powering the Next Big Things

    Erin Price-Wright, Doug Burgum

    Secretary Doug Burgum chairs the newly formed National Energy Dominance Council alongside Energy Secretary Chris Wright to address a declared national energy emergency driven by the AI arms race and threats from China and Iran. The administration is implementing a regulatory overhaul that utilizes AI to accelerate permitting from years to weeks, establishes Freedom Zones with guaranteed 30-day approvals, and deploys the Defense Production Act to modernize critical mineral mining and electricity generation. This strategy prioritizes abundant, reliable fossil fuel and nuclear power to support the tech sector's $300 billion infrastructure investment while explicitly excluding subsidized renewable sources.

  10. a16z16 min

    The Kill Chain: 2025 Edition

    Chris Brose, Katherine Boyle

    By early 2025, the defense technology ecosystem has matured into a collaborative network where companies like Anduril, Palantir, and SpaceX are delivering autonomous systems at scale, a shift catalyzed by the war in Ukraine and accelerated by a 25-year trajectory of theoretical innovation. Anduril now prioritizes mass production of low-cost assets, including cruise missiles and undersea vehicles, to meet the U.S. government's demand for industrial capacity in great power competition rather than relying on traditional, low-volume procurement models. This evolution reflects a broader strategic pivot toward iterative development and manufacturing readiness, challenging the Department of Defense to accept calculated risks and chaos as essential components of modern warfare.

  11. a16z24 min

    JD Vance on the Future of America

    JD Vance

    Vice President J.D. Vance rejected the perceived conflict between techno-optimism and populism, arguing that automation should enhance rather than replace labor while criticizing decades of globalization policies that separated design from manufacturing. Citing a surge in domestic industrial capacity and a 94% drop in migrant crossings, the administration attributed recent economic gains—including over $1.7 trillion in new investments and the creation of thousands of auto jobs—to a strategy combining aggressive tariffs, deregulation, and immigration enforcement. This approach prioritizes aligning corporate interests with national goals by removing reliance on cheap labor and cutting energy costs to reverse deindustrialization.

  12. a16z21 min

    Mobilizing the American Industrial Base

    Shyam Sankar, Sean

    This analysis argues that the U.S. defense industrial base has stagnated due to a 1990s consolidation that created monopolies and a bureaucratic procurement system that stifles innovation by prioritizing rigid regulations over visionary leadership. Speakers critique current strategies for relying on legacy manufacturing processes and call for a paradigm shift toward high-risk, high-reward projects that emulate historical "heroes and heretics" who bypassed rules to ensure victory. To address these failures and secure AI-driven autonomy, the proposed solution involves implementing integrated software platforms like Palantir to shorten feedback loops and empowering practitioners to design both the technology and its oversight rather than waiting for external regulators.

  13. a16z30 min

    Ben Horowitz on Leadership and Culture

    Ben Horowitz, David Ulevitch

    Ben Horowitz discusses the critical role of decisive action in leadership while outlining Andreessen Horowitz's strategic pivot to invest in defense technology and advocate for crypto-based AI infrastructure. The firm leverages its Washington, D.C. presence to shape policy, arguing that the Biden administration's refusal to engage on these issues necessitated an alignment with the current administration to foster regulatory clarity. Simultaneously, a16z deploys advanced surveillance and drone technologies in Las Vegas to improve public safety, demonstrating a practical application of these innovations to reduce profiling errors and increase crime clearance rates.

  14. The Economist23 min

    Division multiplication: the UAE’s foreign meddling

    Jason Palmer, Greg Karlstrom, Moeka Iida, John Fassman

    The United Arab Emirates faces international condemnation and legal challenges at the International Court of Justice for allegedly supplying weapons to Sudan's Rapid Support Forces while simultaneously advancing diplomatic ties with the EU and acting as a mediator in the Russia-Ukraine war. In Japan, thousands of farmers staged rare protests during a historic rice shortage driven by climate damage and supply chain distortions, forcing the government to release strategic reserves despite structural policies that continue to suppress domestic production. Concurrently in the United States, the cultural debate over gender-neutral language has intensified politically, prompting a linguistic reassessment of English pronouns that highlights the historical validity and practical necessity of the singular "they" amidst efforts to codify usage through government mandates.

  15. Sourcery with Molly O'Shea49 min

    Superpower Raises $30M Series A Led by Forerunner

    Jacob Peters, Molly

    Superpower, led by founder Jacob Peters, secured a $30 million Series A round led by Forerunner Ventures to advance its vision of replacing fragmented healthcare with an AI-driven concierge model. The company leverages a three-part architecture of data centralization, diagnostic intelligence, and action-oriented marketplace tools to provide comprehensive health monitoring at a fraction of traditional costs. By capitalizing on widespread metabolic dysfunction and Peters' personal health crisis, Superpower aims to disintermediate the current system and build a vertically integrated preventative care network.