Talks at GS

In a captivating discussion, Robyn Grew, CEO of Man Group, reflects on her unconventional upbringing and how it has shaped her leadership style. She reveals the firm's remarkable evolution from 1783 barrel-making to a cutting-edge quant investor. Grew shares insights on the importance of aligning culture with acquisitions and her innovative strategies in AI and machine learning, including the development of tools like ManGPT. She also discusses talent acquisition, emphasizing the need for curiosity and bold problem-solving in a dynamic market.

Jane Sun, CEO of Trip.com Group, steers one of the largest online travel agencies with a customer-first approach. She shares her journey from CFO to CEO and discusses how Trip.com adapted during the COVID crisis with robust refund strategies. The conversation highlights trends shaping the future of travel, including the impact of AI on user experience and operations, as well as growth in long-tail destinations. Jane's insights reveal how international diversification and innovative services are key to enhancing global customer satisfaction.

Michelle Ebanks, President and CEO of the Apollo Theater, dives into the venue's storied history and cultural significance. She reveals how the theater evolved from a whites-only burlesque house to a vibrant hub for Black artists. Ebanks shares the legacy of Amateur Night, highlighting stars like Ella Fitzgerald and recent talents. She discusses Apollo's commitment to Harlem, emphasizing community engagement through arts and social entrepreneurship. With insights on leadership and mentorship, Ebanks inspires listeners to embrace their potential and contribute positively to their communities.

Ali Ghodsi, Co-founder and CEO of Databricks, shares his journey from frustration with enterprise data tools to creating a company valued over $100 billion. He discusses the importance of strong partnerships in the multi-cloud and AI landscape. Ghodsi emphasizes the need for realistic AI expectations and highlights early successes in generative AI like chatbots. He warns against underestimating required talent and stresses the importance of quality and explainability in AI systems, while comparing the evolution of AI to the growth of the internet.

Dara Khosrowshahi, CEO of Uber Technologies, dives into the company's evolution from mobility to grocery delivery. He discusses how AI and autonomous vehicles are reshaping their future and reveals insights on boosting customer loyalty through their Uber One membership. Dara also shares strategies for expanding into new markets and balancing growth with maintaining healthy margins, showcasing Uber's commitment to innovation and adapting to consumer demands. It's a fascinating glimpse into a trillion-dollar opportunity!

Regeneron has pioneered innovative treatments for various diseases under the leadership of Dr. Leonard Schleifer, co-chair, president, and CEO of Regeneron. In this Talks at GS conversation with Goldman Sachs president and COO John Waldron, Dr. Schleifer discusses Regeneron's founding story, its focus on science-driven research, and the potential breakthroughs in healthcare. This episode was recorded on October 8, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Joining the discussion is Russell Kaplan, President of Cognition AI, who is pioneering the future of software engineering with Devin, an autonomous AI software engineer. Kaplan explores the evolution of AI agents, highlighting how they can complete complex tasks autonomously. He shares insights on enhancing collaboration between human engineers and AI, and the potential for broader software creation by non-coders. Kaplan also discusses the constraints of energy and compute resources as pivotal challenges for scaling AI technologies.

Dr. Selwyn M. Vickers, President and CEO of Memorial Sloan Kettering Cancer Center, delves into pioneering advancements in cancer care. He explores the groundbreaking potential of targeted therapies and immunotherapy during this 'golden era' of treatment. Vickers discusses innovative approaches to pancreatic cancer, including promising vaccine trials. He also addresses rising cancer rates in younger populations and emphasizes the importance of health equity. Listeners gain valuable prevention tips and a sense of hope for the future of oncology.

What does it take to succeed on the world stage? In this Talks at GS session, Goldman Sachs Chairman and CEO David Solomon joins members of Team USA and the US Olympic and Paralympic Committee— Chuck Aoki, four-time Paralympic medalist for wheelchair rugby; Meghan Duggan, three-time Olympic medalist for ice hockey; and Gene Sykes, chair of the US Olympic and Paralympic Committee, and co-chair of Global Mergers & Acquisitions at Goldman Sachs. This session was recorded on June 11, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Seth Klarman, CEO and portfolio manager of The Baupost Group, is a prominent figure in value investing, celebrated for his focus on downside protection. He shares insights on how his investment philosophy adapts to today’s market dynamics and the importance of patience and risk management. Klarman also addresses vulnerabilities in the credit market amid rising interest rates and discusses the value of psychological resilience in leadership during volatile times. His commitment to philanthropy and lifelong learning underscores a holistic approach to success.