Latin America: A Tech Powerhouse?

Theo Jaffee speaks with Steven Sinofsky about Apple’s 50th anniversary and the evolution of personal computing over the last four decades. Drawing on his experience helping lead Microsoft through the Windows era, Sinofsky reflects on the cultural differences between Apple and Microsoft, the rise of the Mac, the history of Windows, and how product design, hardware integration, and software platforms shaped the modern technology industry. They also discuss the Apple Vision Pro, the new MacBook Neo, gaming, operating systems, and why some technology cycles seem to repeat themselves. Along the way, Sinofsky shares lessons from Windows, Surface, and Microsoft’s battles with Apple, offering a firsthand perspective on some of the most consequential product decisions in computing history.

Anish Acharya and Olivia Moore speak with Pablo Palafox and Luis Paarup about the challenges of deploying AI agents in operationally complex industries. The conversation covers the evolution of voice AI, enterprise workflows, and why logistics became an early proving ground for agent-based systems. They discuss context, coordination, and execution inside large organizations, as well as the role of forward-deployed engineering, enterprise deployment, and what it takes to move AI from experimentation into production.

David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today’s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect. The conversation covers frontier AI models, coding agents, open source competition, data center constraints, and who ultimately captures value in the AI ecosystem. They also discuss what these shifts mean for venture capital itself, including larger company outcomes, faster value creation, and the growing challenge of identifying durable winners in a market evolving at unprecedented speed.

Angela Strange speaks with Dileep Thazhmon, founder and CEO of Jeeves, about building a global financial operating system for enterprises across Latin America using stablecoins and AI. The conversation covers the challenges of building localized financial infrastructure across 25 countries, from regulation and payments to underwriting and compliance. They also discuss why stablecoin adoption is accelerating in Latin America, and how AI is helping Jeeves scale billions in payment volume while automating underwriting, customer support, reconciliation, and KYB workflows.

In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion. David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world’s largest alternative asset managers and how private capital is reshaping the global economy. The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing. Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo.