Inside Blackstone

On Inside Blackstone, host Christine Anderson sits down with Moderna President Dr. Stephen Hoge. He explains how mRNA works and how an algorithm helped Moderna design its COVID vaccine in about an hour. He also shares where AI is accelerating drug discovery and where the real-world limits remain. He walks through how Moderna makes an individualized cancer treatment for a single patient,  and what investors may be overlooking in biotech. From Blackstone, the world’s largest alternative asset manager.

 

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Find our guest:

Dr. Stephen Hoge: https://www.linkedin.com/in/stephen-hoge-28b47210/

Moderna: https://www.linkedin.com/company/modernatx/

 

Follow Blackstone:

Instagram @blackstone | X @blackstone | LinkedIn @blackstoneinc

For Notes on the Road, follow Winfield Sickles on LinkedIn: https://www.linkedin.com/in/winfield-sickles-blackstone/

 

This recording is not an offer or sale of any security or investment product. Past performance does not predict future returns, and there is no assurance that any fund or investment will achieve its objectives or avoid significant losses. This recording may include forward-looking statements, which are uncertain and may differ from actual results materially. We do not undertake any duty to update these statements. For a discussion of some of the factors that could affect results, please see the Risk Factors section of our 10-K. All information discussed is as of the date of this recording, unless otherwise indicated.

On Inside Blackstone, host Christine Anderson sits down with SoftBank founder and CEO Masayoshi “Masa” Son. He explains why he believes AI will soon be 10,000 times smarter than people, and why he thinks that’s good news. He also shares why slowing down AI development is the wrong answer and why SoftBank invests across chips, data centers, and robotics. And he reveals the simple rule behind his advice for investors, about thinking long and thinking big. Then, Christine is joined by a very special guest for the Debrief. From Blackstone, the world’s largest alternative asset manager.  

More from Inside Blackstone:

⁠⁠YouTube⁠⁠

⁠⁠Apple Podcasts ⁠⁠ 

Find our guest:  

Masayoshi Son: X @masason 

SoftBank: LinkedIn @softbankgroup | X @SoftBank_Group 

Follow Blackstone:  

Instagram @blackstone | X @blackstone | LinkedIn @blackstoneinc 

This recording is not an offer or sale of any security or investment product. Past performance does not predict future returns, and there is no assurance that any fund or investment will achieve its objectives or avoid significant losses. This recording may include forward-looking statements, which are uncertain and may differ from actual results materially. We do not undertake any duty to update these statements. For a discussion of some of the factors that could affect results, please see the Risk Factors section of our 10-K. All information discussed is as of the date of this recording, unless otherwise indicated.

On Inside Blackstone, host Christine Anderson sits down with The RealReal CEO Rati Sahi Levesque on why most young shoppers now check the resale price before they buy anything new, how robots and AI authentication changed the economics of selling one-of-a-kind items, what agentic shopping means for e-commerce, and what her data says about the health of today’s consumer. From Blackstone, the world’s largest alternative asset manager. 

More from Inside Blackstone:

⁠⁠YouTube⁠⁠

⁠⁠Apple Podcasts ⁠⁠ 

Find our guest:  

Rati Sahi Levesque: linkedin.com/in/rati-sahi-levesque-782b824 

The RealReal: @therealreal | linkedin.com/company/the-realreal 

 

Follow Blackstone:  

Instagram @blackstone | X @blackstone | LinkedIn @blackstoneinc 

 

This recording is not an offer or sale of any security or investment product. Past performance does not predict future returns, and there is no assurance that any fund or investment will achieve its objectives or avoid significant losses. This recording may include forward-looking statements, which are uncertain and may differ from actual results materially. We do not undertake any duty to update these statements. For a discussion of some of the factors that could affect results, please see the Risk Factors section of our 10-K. All information discussed is as of the date of this recording, unless otherwise indicated.

On Inside Blackstone, host Christine Anderson sits down with Relativity Space CEO & former Google CEO Eric Schmidt on the AI data center build-out, what he thinks about Silicon Valley’s timeline for superintelligence, what it takes to be an AI-native CEO, and explains why deep reasoning should be the #1 thing that young people study today. From Blackstone, the world’s largest alternative asset manager. 

 

More from Inside Blackstone:

⁠YouTube⁠

⁠Apple Podcasts ⁠ 

Find our guest   
Eric Schmidt: linkedin.com/in/ericschmidt  

Relativity Space: @relativityspace | linkedkin.com/company/relativityspace 

Follow Blackstone: Instagram @blackstone | X @blackstone | LinkedIn @blackstoneinc

Notes:

Annualized Anthropic Run-Rate Spend

4:32 - Represents aggregate annualized monthly revenue of Anthropic from 815 customers, including certain Blackstone portfolio companies, GP Stakes portfolio companies and BXCI borrowers.

 

This recording is not an offer or sale of any security or investment product. Past performance does not predict future returns, and there is no assurance that any fund or investment will achieve its objectives or avoid significant losses. This recording may include forward-looking statements, which are uncertain and may differ from actual results materially. We do not undertake any duty to update these statements. For a discussion of some of the factors that could affect results, please see the Risk Factors section of our 10-K. All information discussed is as of the date of this recording, unless otherwise indicated.

On Inside Blackstone, host Christine Anderson sits down with Goldman Sachs President and COO John Waldron on the year AI productivity shows up in the numbers, financing the compute build-out, and what an apprenticeship culture looks like when machines handle the “toil.” From Blackstone, the world’s largest alternative asset manager.

More from Inside Blackstone:

⁠YouTube⁠

⁠Apple Podcasts ⁠ 

Find our guest:

⁠John Waldron⁠ | @GoldmanSachs  

 

Follow Blackstone: Instagram @blackstone | X @blackstone | LinkedIn @blackstoneinc

 

This recording is not an offer or sale of any security or investment product. Past performance does not predict future returns, and there is no assurance that any fund or investment will achieve its objectives or avoid significant losses. This recording may include forward-looking statements, which are uncertain and may differ from actual results materially. We do not undertake any duty to update these statements. For a discussion of some of the factors that could affect results, please see the Risk Factors section of our 10-K. All information discussed is as of the date of this recording, unless otherwise indicated.