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  • AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

    5 days ago

    AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

    (0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models https://x.com/PalantirTech/status/2072326189079757277 https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f https://www.google.com/finance/quote/FIG:NYSE https://x.com/DavidSacks/status/2072673187666813226 https://x.com/chamath/status/2072665199786561713 https://x.com/quxiaoyin/status/2072428278976074115 https://x.com/chamath/status/2072390507628540213 https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary https://x.com/GavinNewsom/status/2070496029280276571 https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed https://x.com/JeanneIves/status/2072165726526308719 https://polymarket.com/event/democratic-presidential-nominee-2028

    5 days ago

    •
    1hr 42min
  • The Walt Disney Company

    22 Jun

    The Walt Disney Company

    The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. Today it’s the king of global entertainment, holding the intellectual property rights to the childhood memories of billions of people (including, likely, all of you) and is a reliable, predictable profitable business. But it didn’t start that way. During Walt’s era, Disney operated like an unhinged moonshot factory, blowing its finances on one seemingly crazy project after another, like the very first feature-length animated film or a theme park inspired by Walt's fascination with model trains (spoiler: Disneyland). Walt’s relentless ambition to bet the company over and over again not only created some of the most monumental artistic achievements of the 20th century (Snow White, Fantasia, Disney Imagineering), but also resulted in the accidental invention of the modern “flywheel” business model. In this episode, we tell the story of the ultimate marriage of art, commerce, and engineering — The Walt Disney Company: Walt's Era. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. MorganWeAreDevelopers eventVercelServiceNowStatsigLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Acquired Disney Companion PDFOur Disney column in WSJThe original 1958 WSJ “Flywheel” article"Walt Disney: The Triumph of the American Imagination by Neal GablerThe Animated Man by Michael BarrierWalt Disney: An American Original by Bob ThomasBuilding a Company: Roy O. Disney and the Creation of an Entertainment Empires by Bob ThomasThe Disney Version by Richard SchickelPBS American Experience: Walt DisneyDisneyland HandcraftedWalt's 1966 EPCOT pitch videoWorldly Partners' Multi-Decade Disney StudyThe Walt Disney Family MuseumAll episode sourcesCarve Outs: Brooks Vanguard sneakersDefunctland YouTube ChannelAnimagraffs YouTube ChannelVolvo EX30The San Francisco SymphonyMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00 Start01:10 Intro06:03 Walt's Early Life & Artistic Calling (1901-1919)12:22 From Commercial Art to Laugh-o-grams (1919-1923)23:05 Hollywood, The Alice Comedies & Oswald's Loss (1923-1928)43:27 Mickey Mouse & The Synchronized Sound Breakthrough (1928)01:01:21 The IP Flywheel & Mickey Merch Explosion (1929-1933)01:09:57 Flywheel Terminology Unpacked01:18:53 Snow White: Walt's $1.5M Folly (1934-1937)01:52:01 The Burbank Studio, Debt & Strike (1938-1941)02:04:28 The Animators' Strike & Walt's Disillusionment (1941)02:15:43 WWII, The Vault & Creative Slump (1941-1950)02:24:27 Post-War Slump to Cinderella's Comeback (1945-1950)02:33:48 Walt's Obsession: Model Trains to Disneyland (1950-1952)02:38:44 Financing Disneyland: ABC, SRI & Davy Crockett (1953-1955)03:17:05 Disneyland's Grand Opening & The Evolving Flywheel (1955-1958)03:41:55 The Florida Project & Walt's Last Dream (1961-1966)03:54:26 Walt's Untimely Death & Roy's Legacy (1966-1971)03:57:57 Roy Finishes Walt Disney World (1966-1971)04:01:09 The Post-Walt Slump & Corporate Raiders (1970s-1984)04:09:44 Analysis: Why No Other Disney Flywheels?04:17:15 7 Powers04:20:45 Quintessence04:23:50 Carve-Outs + Outro ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

    22 Jun

    •
    4h 31m
  • NSL

    1 day ago

    NSL

    One day Nick got a visit from the FBI demanding he give them data on one of his customers. They asked for it in the form of a National Security Letter or NSL. Something wasn’t right about this letter. It seemed to violate the constitution. So he set out to change the law. Learn more about Nicks work at calyxinstitute.org and phreeli.com. Check out Cindy’s book Privacy’s Defender: My Thirty-Year Fight Against Digital Surveillance (https://amzn.to/4gXuK2J). SponsorsSupport for this show comes from ThreatLocker®. ThreatLocker® is a Zero Trust Endpoint Protection Platform that strengthens your infrastructure from the ground up. With ThreatLocker® Allowlisting and Ringfencing™, you gain a more secure approach to blocking exploits of known and unknown vulnerabilities. ThreatLocker® provides Zero Trust control at the kernel level that enables you to allow everything you need and block everything else, including ransomware! Learn more at www.threatlocker.com. Support for this episode comes from NetSuite. NetSuite gives you visibility and control of your financials, planning, budgeting, and of course - inventory - so you can manage risk, get reliable forecasts, and improve margins. NetSuite helps you identify rising costs, automate your manual business processes, and see where to save money. KNOW your numbers. KNOW your business. And get to KNOW how NetSuite can be the source of truth for your entire company. Visit www.netsuite.com/darknet to learn more. This show is sponsored by Maze. Maze uses AI agents to triage and remediate cloud vulnerabilities by figuring out what’s actually exploitable, not just what’s theoretically risky. They remove the noise, prioritize vulns that matter, and manage remediation, so your team stops wasting time on meaningless vulns. Visit MazeHQ.com/darknet for more information. View all active sponsors. Sources https://www.democracynow.org/2010/8/11/gagged_for_6_years_nick_merrill https://globalfreedomofexpression.columbia.edu/cases/u-s-nicholas-merrill-v-loretta-e-lynch-14-cv-9763-vm/ https://clearinghouse.net/case/12966/ https://www.theguardian.com/law/2015/dec/06/fbi-national-security-letter-gag-order-nick-merrill https://www.aclu.org/documents/national-security-letters https://www.eff.org/cases/re-matter-2011-national-security-letter Cindy’s Book: Privacy’s Defender: My Thirty-Year Fight Against Digital Surveillance

    1 day ago

    •
    1hr 7min
  • #498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

    30 Jun

    #498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

    Anthony Kaldellis is a historian of the Roman Empire and author of “The New Roman Empire”, a comprehensive history of the Byzantine Empire (Eastern Roman Empire). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep498-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/anthony-kaldellis-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Anthony’s Books: https://amzn.to/49AX7Q1 Anthony’s Publications: https://kaldellispublications.weebly.com Anthony’s University of Chicago page: https://classics.uchicago.edu/people/anthony-kaldellis The New Roman Empire (book): https://amzn.to/3PTFTqk Streams of Gold (book): https://amzn.to/4fgRMRq Byzantium & Friends Podcast: https://byzantiumandfriends.podbean.com/ The History of Byzantium Podcast: https://thehistoryofbyzantium.com/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Upwork: Platform for hiring freelancers. Go to https://upwork.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (00:11) – Sponsors, Comments, and Reflections (08:45) – The Roman Empire and the Byzantine Empire (12:42) – 2,200 Years of Roman History (33:06) – Power, violence, and civil war (54:20) – Edict of Caracalla (1:07:17) – Crisis of the Third Century (1:21:45) – Constantine and the new Roman Empire (1:33:46) – Christianity in the Roman Empire (1:59:14) – Fall of the Western Roman Empire (2:12:11) – Eunuchs, Taxes, and Power (2:37:17) – Emperor Justinian and wars of conquest (2:54:19) – The Arab conquests (3:13:55) – Why the Roman empire survived so long (3:40:01) – Lessons from history PODCAST LINKS: – Podcast Website: https://lexfridman.com/podcast – Apple Podcasts: https://apple.co/2lwqZIr – Spotify: https://spoti.fi/2nEwCF8 – RSS: https://lexfridman.com/feed/podcast/ – Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 – Clips Channel: https://www.youtube.com/lexclips

    30 Jun

    •
  • Rewiring sport: Is tech ruining sports fandom?

    23 hr ago

    Rewiring sport: Is tech ruining sports fandom?

    Video-assistant refereeing (VAR) has proved to be one of the most controversial pieces of technology ever introduced in sports. But with the rise of everything from broadcasting gimmicks to data-driven gambling, it’s far from the only technology changing what it means to be a fan. The FT’s sports editor Josh Noble asks whether these advancements are making sport more fun to watch, or overshadowing the event itself.  This season of Tech Tonic is hosted by Josh Noble and produced by Josh Gabert-Doyon. The senior producer is Edwin Lane and the executive producer is Topher Forhecz. Sound design by Breen Turner and Sam Giovinco. Original music by Metaphor Music. The FT’s head of audio is Flo Phillips. Special thanks to David Sheppard and Florian Müller. Clips: Wimbledon, BBC SPFL, Sky, TNT Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    23 hr ago

    •
    26 min
  • #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

    23 Mar

    #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

    Jensen Huang is the co-founder and CEO of NVIDIA, the world’s most valuable company and the engine powering the AI computing revolution. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep494-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/jensen-huang-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: NVIDIA: https://nvidia.com NVIDIA on X: https://x.com/nvidia NVIDIA AI on X: https://x.com/NVIDIAAI NVIDIA on YouTube: https://youtube.com/@nvidia NVIDIA on Instagram: https://www.instagram.com/nvidia/ NVIDIA on LinkedIn: https://www.linkedin.com/company/nvidia/ NVIDIA on Facebook: https://www.facebook.com/NVIDIA/ NVIDIA on GitHub: https://github.com/NVIDIA Nemotron: https://developer.nvidia.com/nemotron SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Quo: Phone system (calls, texts, contacts) for businesses. Go to https://quo.com/lex OUTLINE: (00:00) – Introduction (00:26) – Sponsors, Comments, and Reflections (06:34) – Extreme co-design and rack-scale engineering (09:20) – How Jensen runs NVIDIA (28:41) – AI scaling laws (43:41) – Biggest blockers to AI scaling laws (45:25) – Supply chain (47:20) – Memory (53:25) – Power (58:45) – Elon and Colossus (1:02:13) – Jensen’s approach to engineering and leadership (1:07:38) – China (1:15:51) – TSMC and Taiwan (1:21:06) – NVIDIA’s moat (1:26:43) – AI data centers in space (1:30:31) – Will NVIDIA be worth $10 trillion? (1:40:40) – Leadership under pressure (1:54:26) – Video games (2:01:18) – AGI timeline (2:03:31) – Future of programming (2:17:02) – Consciousness (2:23:23) – Mortality PODCAST LINKS: – Podcast Website: https://lexfridman.com/podcast – Apple Podcasts: https://apple.co/2lwqZIr – Spotify: https://spoti.fi/2nEwCF8 – RSS: https://lexfridman.com/feed/podcast/ – Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 – Clips Channel: https://www.youtube.com/lexclips

    23 Mar

    •
  • Радио-Т 1020

    4 days ago

    Радио-Т 1020

    00:00:00 Вступление 00:37:02 Непонятный Claude Sonnet 5 вышел 00:49:56 Возвращение Fable 00:58:20 Правила Страуструпа 01:22:45 Опять про SOLID и Clean Code 01:41:51 Safari MCP 01:47:34 Cloudflare посчитали все 01:54:05 Темы слушателей аудио • лог чата

    4 days ago

    •
  • Adam Neumann: This Is How You Build Iconic Companies

    17 hr ago

    Adam Neumann: This Is How You Build Iconic Companies

    Adam Neumann joins Marc Andreessen, Ben Horowitz, and Erik Torenberg for a candid conversation about entrepreneurship, failure, and building Flow. Neumann reflects on his childhood, military service, immigration to the United States, the rise and fall of WeWork, and what he learned from one of the most scrutinized founder journeys in technology. He explains why Flow is focused on rethinking housing, community, and belonging, and why he believes technology can fundamentally improve how people live. The conversation explores resilience, company building, leadership, real estate, software, flexible living, and the global housing crisis. Along the way, Neumann discusses rebuilding trust, designing for community, and why some of the biggest entrepreneurial opportunities emerge from deeply personal experiences.   Resources: Read Marc's blog post about Flow: https://a16z.com/announcement/flow/ Marc on X: https://x.com/pmarca  Marc’s Substack: https://pmarca.substack.com/  Ben on X: https://x.com/bhorowitz  Erik on X: https://x.com/eriktorenberg  Erik's Substack: https://eriktorenberg.substack.com/ Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    17 hr ago

    •
    1hr 30min
  • Grant Sanderson – AI and the future of math

    30 Jun

    Grant Sanderson – AI and the future of math

    Always so much fun to chat with Grant. AI has been making much faster progress in math than in other fields. As a result, mathematics is showing us, very concretely, what AI progress in other fields will look like. Even within mathematics, there’s a jagged landscape. What does it look like? What is the nature of the most important conceptual breakthroughs in the history of mathematics, and how different are they from what AIs are currently able to do? Does AI (on net) increase or decrease human understanding of the field? How big is the overhang from having AIs systematically try to connect ideas already in the literature? And what advice does Grant have for aspiring mathematicians, coders, and other students who are passionate about fields that are being most transformed upon by AI? Watch on YouTube; read the transcript. Sponsors * Gemini 3.5 Live Translate is what I wished I’d had on my last trip to China. It detects more than 70 languages and translates them in near real-time… and it preserves your original pacing and intonation. If you’re building an app that needs live translation, you should check out Gemini 3.5 Live Translate. Get started at ai.studio/live * Cursor’s harness lets me use models for a huge range of tasks at the podcast. For example, Cursor cuts out the ads from each episode I produce so I can post them on Bilibili. It also helps me prep for interviews — I have a repo full of books and papers that Cursor sorts through to find the exact right file for any given question. Try Cursor yourself at cursor.com/dwarkesh * Jane Street sponsors 3Blue1Brown, so Grant has gotten to spend a lot of time with various Jane Streeters. He actually just recorded an interview with a few of them, so when we sat down for this episode, he told me about some of the things he learned, like how Jane Street keeps their role definitions fuzzy to make sure their people keep learning and growing. Go check out Grant’s full interview at 3b1b.co/janestreet Timestamps (00:00:00) – AI is discovering new proofs. Is that AGI? (00:11:32) – The verification loop on conceptual breakthroughs can be a century long (00:26:12) – Will we understand an AI proof of the Riemann hypothesis? (00:38:08) – Can AI find the hidden bridges between fields? (00:53:48) – Why real-world tasks don’t fit into RL environments (01:07:07) – Good writing requires theory of mind that AI still lacks (01:16:02) – Why learning will still depend on human curation Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    30 Jun

    •
    1hr 34min
  • مرور ۲۰۲۴ و پیش بینی ۲۰۲۵

    06/03/2025

    مرور ۲۰۲۴ و پیش بینی ۲۰۲۵

    last live of 2024

    06/03/2025

    •
    1hr 42min

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  • Egypt
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  • India
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  • Madagascar
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  • Morocco
  • Mozambique
  • Namibia
  • Niger (English)
  • Nigeria
  • Oman
  • Qatar
  • Congo, Republic of
  • Rwanda
  • São Tomé and Príncipe
  • Saudi Arabia
  • Senegal
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  • South Africa
  • Sri Lanka
  • Tajikistan
  • Tanzania, United Republic Of
  • Tunisia
  • Turkmenistan
  • United Arab Emirates
  • Uganda
  • Yemen
  • Zambia
  • Zimbabwe

Asia Pacific

  • Afghanistan
  • Australia
  • Bhutan
  • Brunei Darussalam
  • Cambodia
  • 中国大陆
  • Fiji
  • 香港
  • Indonesia (English)
  • 日本
  • Kazakhstan
  • 대한민국
  • Kyrgyzstan
  • Lao People's Democratic Republic
  • 澳門
  • Malaysia (English)
  • Maldives
  • Micronesia, Federated States of
  • Mongolia
  • Myanmar
  • Nauru
  • Nepal
  • New Zealand
  • Pakistan
  • Palau
  • Papua New Guinea
  • Philippines
  • Singapore
  • Solomon Islands
  • 台灣
  • Thailand
  • Tonga
  • Turkmenistan
  • Uzbekistan
  • Vanuatu
  • Vietnam

Europe

  • Albania
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  • Belarus
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  • Cyprus
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  • Malta
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  • Montenegro
  • Nederland
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  • Romania
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  • Ukraine
  • United Kingdom

Latin America and the Caribbean

  • Anguilla
  • Antigua and Barbuda
  • Argentina (Español)
  • Bahamas
  • Barbados
  • Belize
  • Bermuda
  • Bolivia (Español)
  • Brasil
  • Virgin Islands, British
  • Cayman Islands
  • Chile (Español)
  • Colombia (Español)
  • Costa Rica (Español)
  • Dominica
  • República Dominicana
  • Ecuador (Español)
  • El Salvador (Español)
  • Grenada
  • Guatemala (Español)
  • Guyana
  • Honduras (Español)
  • Jamaica
  • México
  • Montserrat
  • Nicaragua (Español)
  • Panamá
  • Paraguay (Español)
  • Perú
  • St. Kitts and Nevis
  • Saint Lucia
  • St. Vincent and The Grenadines
  • Suriname
  • Trinidad and Tobago
  • Turks and Caicos
  • Uruguay (English)
  • Venezuela (Español)

The United States and Canada

  • Canada (English)
  • Canada (Français)
  • United States
  • Estados Unidos (Español México)
  • الولايات المتحدة
  • США
  • 美国 (简体中文)
  • États-Unis (Français France)
  • 미국
  • Estados Unidos (Português Brasil)
  • Hoa Kỳ
  • 美國 (繁體中文台灣)