The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind their forecast of a surge in global power demand and the investments required to meet that demand.
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The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More
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Jul 1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
19m 28s
Oct 2022
To Improve AI Outcomes, Think About the Entire System
Artificial intelligence technology has been advancing, and businesses have been putting it into action. But too many companies are just gathering a bunch of data to kick out insights and not really using AI to its fullest potential. Joshua Gans, professor at Rotman School of Mana ... Show More
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May 2023
How Generative AI Changes Productivity
How Generative AI Changes Everything is a special series from HBR IdeaCast. Each week, HBR editor in chief Adi Ignatius and HBR editor Amy Bernstein host conversations with experts and business leaders about the impact of generative AI on productivity, creativity and innovation, ... Show More
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Generative AI: From Human, to Machine, to Artificial Intelligence
As generative AI continues to capture business leaders’ attention, Gartner Global Chief of Research Chris Howard explores the evolution of intelligence, including generative, machine, human, swarm and artificial intelligence. Listen in to learn the capabilities and limitations of ... Show More
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How Generative AI Changes Strategy
Strategy is about making the future happen, not just reacting to it, according to author Gary Hamel. And with generative artificial intelligence, senior leaders suddenly wield an awesome new tool to change the fortunes of their organizations. The promise of generative AI is more ... Show More
35m 2s
Jun 2024
Will AI Investments Pay Off? Your Questions Answered.
Businesses and investors keep making big bets on artificial intelligence. Earlier this month, Nvidia, whose chips power a lot of AI tech, topped $3 trillion in market cap. Other tech giants, like Microsoft and Amazon, are pledging billions to build up their AI capabilities. As th ... Show More
14m 20s
Dec 2023
Best of ThinkCast 2023: Generative AI, Generative AI and More Generative AI
In 2023, ThinkCast has covered mission-critical business topics from supply chain disruptions to hybrid work to strategic planning. But one topic has dominated the conversation: generative AI. For our best-of-the-year special, we’ve focused on three insightful angles you can use ... Show More
28m 25s
Jan 2023
Sequoia Capital’s Pat Grady and Sonya Huang on Generative AI - Ep. 187
In the latest episode of the NVIDIA AI Podcast, host Noah Kravitz is joined by Pat Grady and Sonya Huang, partners at Sequoia Capital, to discuss their recent essay, “Generative AI: A Creative New World.” The authors delve into the potential of generative AI to enable new forms o ... Show More
42m 44s