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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy

Compound Interest

Compound Interest

A show from Semafor Business

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Compound Interest pairs journalists Liz Hoffman and Rohan Goswami with the innovators behind the world’s most consequential companies. This season is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon’s vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter.

AI is an inflation problem, Fed’s Goolsbee says

Chicago Fed President Austan Goolsbee warns of “spillover” from AI price spikes into unrelated parts of the economy.
Austan Goolsbee
Reuters/Elizabeth Frantz

Blue Owl CEOs rebuff credit fears

In a rare joint appearance, the co-CEOs of Blue Owl dismissed the idea of a management buyout, the classic fix for a company heavily controlled by its founders and unloved by stockholders.
A graphic for Semafor’s Compound Interest podcast.

Is Walmart backing America’s next financial super-app?

Financial-services app OnePay, valued at $4 billion, thinks it’s found a way around the customer-churn trap that tanks startups.

AI will identify BigLaw’s rainmakers faster — and weed out the rest

“High EQ” and networking, tech skills will distinguish future rainmakers, says the CEO of law firm Cooley.
A graphic showing Rachel Proffitt, CEO of Cooley.
Semafor/YouTube

FIFA is printing money from the World Cup. What about the host cities?

Alex Lasry, in charge of the New York-New Jersey host committee, on why it’s all worth it: “If you can’t sell the World Cup, you can’t sell.”
Reuters/Kai Pfaffenbach/Shannon Stapleton/Bob Donnan-Imagn Images

Silicon Valley’s go-to fixer on AI’s unfixable problem

Bradley Tusk says consumers won’t rally behind the technology.
A graphic showing Bradley Tusk.
Semafor/YouTube

Private equity pushes insurance to get risky

Anant Bhalla warned on Semafor’s Compound Interest podcast that private equity’s pressure is “high-octane fuel” pushing what should be the safest asset people own into dangerous investment territory.
Anant Bhalla
Semafor/YouTube

How Amazon Business made business buying smart by rebuilding its consumer platform for companies

In this special episode of Compound Interest, Semafor’s Chief Commercial Officer Rachel Oppenheim sits down with Todd Heimes, Vice President and General Manager at our season sponsor, Amazon Business.

How Anthony Pompliano thinks AI will turbocharge the independent investor

The capital manager-turned-“finfluencer” founded an AI-powered platform providing advice to independent investors.

Klarna on the fight for ‘top of wallet’ in an AI agentic commerce world

CEO Sebastian Siemiatkowski thinks there’s still a place for brand loyalty and perks in a bot shopping world. Up next: Klarna airport lounges?

Vail Resorts’ CEO Rob Katz says he won’t hedge the weather on prediction markets

The biggest risk to Vail Resorts’ ski business is the weather, but Katz says hedging it in the markets “is not as simple as it might look.”

Joe Weisenthal is not an AI doomer

The co-host of Bloomberg’s Odd Lots thinks the AI future is bright, even (and especially) for financial journalists.

Who wants to own big law? This guy.

Burford Capital CEO Chris Bogart has made a business out of turning legal claims into financial assets. He’s just getting started.

‘I’m the IPO guy’: serial entrepreneur Marc Lore on his plan to take Wonder public

Lore on why his food-delivery app wants to decide what you’re eating — and send someone to your house to test your blood.
Marc Lore on Compound Interest
Marc Lore, founder and CEO of Wonder Group. Mike Blake/Reuters.

Mark Cuban’s next target: Insurance companies

After taking on pharmacies with his discount-drug startup, the billionaire is taking on health insurers with a skunkworks project dubbed “The 10 Plan.”
Mark Cuban.

Cloning woolly mammoths is cool. Can it be profitable?

Ben Lamm, CEO of bioengineering lab Colossal, says the money-making opportunity in thwarting extinction is “immeasurable.” Just don’t expect a Jurassic Park.

Philanthropist John Arnold is worried about prediction markets

America’s youngest billionaire-turned-philanthropist is making online betting his next big issue.

Why Oura is running toward Washington oversight

“We’re already in the health care business,” Oura CEO Tom Hale said in the latest episode of Semafor’s Compound Interest show.

Are tiny homes the cure for America’s housing woes?

“We love it as an asset class,” says the CEO of the prefab homebuilder that spun out of Airbnb.
MikeMcNamara.

Is the panic in private markets a contagion or a kingmaker?

Wall Street’s push to manage money for everyday households is facing an existential test of confidence.

Tech CEOs need to leave their ‘God complex’ behind, says a16z partner David Ulevitch

In the latest episode of Semafor’s ‘Compound Interest’, Ulevitch says if tech wants to work with government, it has to trust it

Bilt thinks it’s solved its ‘four-banana problem’ — and gamified paying your rent

CEO Ankur Jain told Semafor Bilt is “not a payments or financial platform,” but rather “a membership program for where you live.”

Uber’s $1 trillion plan for the post-driver world

“All of the jobs other than the driving have to be done,” Dara Khosrowshahi tells Semafor’s “Compound Interest” podcast. Fleet management is a “trillion-dollar opportunity.”
Dara Khosrowshahi