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    Dwarkesh Patel

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Essentials

  • برق مع عبدالله السبع
    Tech News
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    Updated 15/10/2020

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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
  • 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

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    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

    •
  • 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
  • Rewiring sport: Is tech ruining sports fandom?

    1 day 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.

    1 day ago

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    26 min
  • #495 – Vikings, Ragnar, Berserkers, Valhalla & the Warriors of the Viking Age

    9 Apr

    #495 – Vikings, Ragnar, Berserkers, Valhalla & the Warriors of the Viking Age

    Lars Brownworth is a historian, teacher, podcaster, and author specializing in Viking history, medieval Europe, and the Byzantine Empire. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep495-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/lars-brownworth-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: Lars’s Website: https://larsbrownworth.com/ The Sea Wolves (book): https://www.amazon.com/Sea-Wolves-History-Vikings/dp/1909979120 Lars’s Books: https://amzn.to/4sHY0xw 12 Byzantine Rulers Podcast : https://12byzantinerulers.com/ Norman Centuries Podcast: https://apple.co/4sgSxNi SPONSORS: To support this podcast, check out our sponsors & get discounts: Larridin: Measure AI adoption in your business. Go to https://larridin.com BetterHelp: Online therapy and counseling. Go to https://betterhelp.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 Shopify: Sell stuff online. Go to https://shopify.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (01:03) – Sponsors, Comments, and Reflections (08:57) – The start of the Viking Age (18:50) – Viking military strategy, tactics & technology (32:33) – Ragnar Lothbrok (42:00) – The Great Heathen Army (46:42) – Rollo and Normandy (56:54) – Viking religion and Valhalla (1:07:25) – Viking explorers (1:12:33) – Vikings in North America (1:25:55) – Vikings in the East (1:45:33) – Byzantine Empire (1:54:17) – History and human nature 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

    9 Apr

    •
    2h 10m
  • #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

    •
  • Vanguard

    18 May

    Vanguard

    Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, on behalf of 50 million clients (including, likely, many of you). And yet Vanguard itself is essentially a communist organization — it has no shareholders, makes no profits, and operates more like REI than Fidelity. If you own a Vanguard fund, you own a piece of the firm itself. Any excess margin instead gets returned to clients in the form of lower fees, which since 1975 have added up to roughly five hundred billion dollars transferred out of Wall Street managers’ pockets and into retail investors’ savings accounts. And oh yeah, it all started as a cockamamie revenge plot by a guy who’d just been fired by his partners. Today we tell the story of communist capitalism at its finest — Vanguard. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. MorganWeAreDevelopers eventServiceNowVercelStatsigLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!Our Vanguard "episode preview" in WSJStay the Course: The Story of Vanguard and the Index Revolution by John C. BogleThe Bogle Effect by Eric BalchunasWorldly Partners' Multi-Decade Vanguard StudyWorldly Partners' Article Generational Investing: The Discipline Behind 100+x OutcomesAll episode sourcesCarve Outs: Our WSJ pieces on Ferrari and VanguardMacBook Pro M5 MaxMichael MacKelvie on YouTubeThe Super Mario Galaxy MovieBrooks Vanguard sneakersMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:41 Intro00:05:30 Jack Bogle's Early Life & Family Ruin (1929)00:12:34 Princeton Thesis & Mutual Funds Emerge (1949-1951)00:27:20 Joining Wellington Management (1951)00:30:38 The Go-Go Years & Fidelity's Ascent (1958-1965)00:40:36 Jack Takes the Reins & The Ivest Merger (1965)00:46:04 The Go-Go Bust & Jack's Crisis of Conscience (1970-1973)00:53:28 Jack is Fired: The Genesis of Vanguard (1974)01:13:03 The Journal Article That Inspired It All (1974-1976)01:35:02 Building the Fund & Early Struggles (1976-1981)01:44:32 The Rise of Indexing & Vanguard's Growth (1988-1992)01:49:06 Jack's Health & The CEO Transition (1995-1996)02:00:06 The ETF Debate & Jack's Second Firing (1999)02:24:18 The 2008 Financial Crisis: Vanguard's Moment02:30:46 The Warren Buffett Bet (2008-2019)02:41:28 Fidelity & BlackRock's Resurgence (Post-2008)02:52:04 Salim Ramji: Vanguard's First Outside CEO03:04:43 Wellington's Comeback & Mutual Ownership03:08:23 Analysis03:30:58 Quintessence03:39:35 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.

    18 May

    •
    3h 48m
  • Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

    29 Jun

    Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

    (0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed (50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard (55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC   Thanks to our partners! Northwest Registered Agent — Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at northwestregisteredagent.com/ALLINFREE PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at Plaud.ai/allin and use code ALLIN for up to 20% off! Which is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN20X) Follow Nate: https://x.com/NateSilver538  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

    29 Jun

    •
    1hr 1min

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