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    Lex Fridman

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    libo/libo

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    Acquired

    Ben Gilbert and David Rosenthal

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    FT Partner Studio

  • What Bitcoin Did
    What Bitcoin Did

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    What Bitcoin Did

    Danny Knowles

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  • Радио-Т 1015

    4 days ago

    1

    Радио-Т 1015

    00:00:00 Вступление 00:28:07 Claude Opus 4.8 00:58:43 Народовольцы против AI 01:10:08 Ры6нок труда программистов в 2026 01:22:42 Анархисты за Open Source 01:35:57 Дженерики на методы уже почти в Go 01:45:22 Agent Skills от Zed 01:48:48 Темы слушателей аудио • лог чата

    4 days ago

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  • Vanguard

    18 May

    2

    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
  • OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

    1 day ago

    3

    OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

    (0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Sarah Friar: ⁠https://x.com/thefriley⁠ 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

    1 day ago

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    32 min
  • Fitbit Air and Ferrari's Luce Fiasco

    5 days ago

    4

    Fitbit Air and Ferrari's Luce Fiasco

    This was a big week for tech aficionados. Not only do Marques, Andrew, and David dig deep on the new Fitbit Air and the Google Health app but they also discuss the new Ferrari Luce EV which has the internet in flames. After that, they talk about Marques seeing a Cybercab, Motorola being sketchy, and David accidentally bringing a disco party to Pixel devices. Links: ⁠Joanna Stern on Waveform: https://youtu.be/pF7flwZJgLA?si=mZB6w-Vi7RKiqHpm MKBHD - Fitbit Air review: https://youtu.be/9GSDvO0LFFE?si=RImb9XY4E4vHaz2n DC Rainmaker - Fitbit Air Review: https://youtu.be/Sryp2OOn9Xk?si=Aii1Q4Fv5tO4Eeh1 DesFit - Fitbit Air Review: https://youtu.be/e_uSpR_4hmg?si=TAP3vANBYuju0sOh 9to5Google - Motorola Honey Hack: https://9to5google.com/2026/05/25/motorola-amazon-app-hijacking-behavior/ Autofocus - Ferrari Luce video: https://www.youtube.com/watch?v=6Reu1WS3BhM Cleo Abram - Jony Ive x Ferrari: https://youtu.be/K-o0r2zSgCE?si=658deFPLFo5xzOg2 @GazzettaFerrari on Twitter: https://x.com/GazzettaFerrari/status/2059278602399543309 @RaceJohnson on Twitter: https://x.com/RaceJohnson/status/2055815818357940325 This episode brought to you by: Framer: https://www.framer.com/wave Shopify: https://www.shopify.com/wave Follow us on socials: Marques: https://twitter.com/MKBHD Andrew: https://www.instagram.com/andrew_manganelli/ David: https://www.instagram.com/davidimel/ Adam: https://www.instagram.com/parmesanpapi17/ Ellis: https://twitter.com/EllisRovin Waveform: Twitter: https://twitter.com/WVFRM Threads: https://www.threads.net/@waveformpodcast Instagram: https://www.instagram.com/waveformpodcast/ TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    5 days ago

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    1hr 45min
  • telecom №159. Cloud Direct Connect

    25 May

    5

    telecom №159. Cloud Direct Connect

    Вот допустим вы построили свой небольшой (или даже большой) Датацентр — хорошее дело. А потом завели ещё Облачко для разработки, бэкапов, быстрого деплоя стейджинга. Потом туда переехало часть объектного хранилища. Потом вы находите там Container Registry и пару продовых базок. И вот уже встаёт вопрос "А что? Это по-прежнему через Интернет гонять?". "А, может, ну это, есть какой-то более надёжный канала?". Есть! Он называется Direct Connect. Это когда вы свой on-prem включаете выделенным шнурком в порт бордера облачного провайдера и получаете прямой доступ в свой VPC. Об этом и говорим в 159-м выпуске telecom с гостями из VK Cloud и Yandex Cloud. Кто: Антон Юрищев. Ведущий менеджер продуктов (SDN, Direct Connect) VK Cloud Евгений Голотик. Просто сетевой инженер Яндекса Про что: Что такое DC Interconnect и Cloud Direct Connect — и зачем они бизнесу. Почему интернет не подходит для гарантированной передачи больших объёмов данных. Как появились Direct Connect-сервисы: от туннелей до операторских L2/L3-решений. Из чего состоит сервис: тёмное волокно, VLAN/Q-in-Q, BGP, EVPN. Как работают схемы Active/Active и Active/Passive. Чем отличаются реализации Direct Connect у разных провайдеров. Почему сетевая автоматизация стала основой масштабирования облачных сетей. Какие проблемы возникают на практике: MTU, выбор L2/L3, надёжность и отказоустойчивость. Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:

    25 May

    •
  • #491 – OpenClaw: The Viral AI Agent that Broke the Internet – Peter Steinberger

    12 Feb

    6

    #491 – OpenClaw: The Viral AI Agent that Broke the Internet – Peter Steinberger

    Peter Steinberger is the creator of OpenClaw, an open-source AI agent framework that’s the fastest-growing project in GitHub history. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep491-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/peter-steinberger-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: Peter’s X: https://x.com/steipete Peter’s GitHub: https://github.com/steipete Peter’s Website: https://steipete.com Peter’s LinkedIn: https://www.linkedin.com/in/steipete OpenClaw Website: https://openclaw.ai OpenClaw GitHub: https://github.com/openclaw/openclaw OpenClaw Discord: https://discord.gg/openclaw SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ Quo: Phone system (calls, texts, contacts) for businesses. Go to https://quo.com/lex CodeRabbit: AI-powered code reviews. Go to https://coderabbit.ai/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Blitzy: AI agent for large enterprise codebases. Go to https://blitzy.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex OUTLINE: (00:00) – Introduction (03:51) – Sponsors, Comments, and Reflections (15:29) – OpenClaw origin story (18:48) – Mind-blowing moment (28:15) – Why OpenClaw went viral (32:12) – Self-modifying AI agent (36:57) – Name-change drama (54:07) – Moltbook saga (1:02:26) – OpenClaw security concerns (1:11:07) – How to code with AI agents (1:42:02) – Programming setup (1:48:45) – GPT Codex 5.3 vs Claude Opus 4.6 (1:57:52) – Best AI agent for programming (2:19:52) – Life story and career advice (2:23:49) – Money and happiness (2:27:41) – Acquisition offers from OpenAI and Meta (2:44:51) – How OpenClaw works (2:56:09) – AI slop (3:02:13) – AI agents will replace 80% of apps (3:10:50) – Will AI replace programmers? (3:22:50) – Future of OpenClaw community

    12 Feb

    •
  • Nvidia just started a new chip war

    1 day ago

    7

    Nvidia just started a new chip war

    Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it's hoping to ensure it powers that new-fangled AI machine. During a big week for the PC industry, with the Computex trade show and Microsoft's Build developer conference happening simultaneously, The Verge's Sean Hollister explains what's inside the Spark, why Nvidia is taking on Apple, Intel, AMD, and the rest of the chip industry, and whether the world's most valuable company has a shot at reinventing the personal computer. Without costing a fortune. Nvidia announces RTX Spark as ‘the most efficient PC chip ever built’ This is the Microsoft Surface Laptop Ultra with Nvidia RTX Spark These are the first Nvidia RTX Spark laptops AMD’s new pitch: our old tech is so good you should just keep using it We’re also on video! Check us out on YouTube. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    1 day ago

    •
    27 min
  • Как создаются современные чипы

    6 days ago

    8

    Как создаются современные чипы

    Чипы — это маленькие кремниевые пластинки внутри всех наших устройств. Без них не разогреется еда в микроволновке и не заведётся автомобиль — чипы нужны буквально везде. При этом их производство — настолько запутанный процесс, что удивительно, как он вообще работает. Сегодня мы разберёмся, как устроены современные чипы и почему в последние годы они подорожали. Поговорю я с Дианой Гришиной — она работала в ASML, единственной в мире компании, которая производит станки для создания самых крутых чипов. Реклама. Рекламодатель АО «Селектел». erid: 2SDnjcRXCVQSelectel — независимый провайдер, который поможет построить надежную и гибкую ИТ-инфраструктуру для проектов разной сложности, в том числе для масштабных задач: https://slc.tl/4y41v ⚡️ У этого выпуска есть видеоверсия! Посмотрите ее на нашем YouTube-канале: https://www.youtube.com/@launchtomorrow Будем очень благодарны вам за подписку на канал, лайк и комментарий — это очень поможет нам делать видеоверсию и дальше! Наш прошлый выпуск с Дианой: https://podcast.ru/e/4Rg6r6dz_Bu Чат Запуска в телеграме: https://t.me/zapuskzavtra Бот нашего подкаста:  https://t.me/zapuskzavtrabot Связаться: zapuskzavtra@gmail.com Редакторки: Маргарита Берденникова и Маша Агличева  Продюсеры: Данил Астапов, Аня Коваленко и Арон Косинов Монтажер и звукорежиссер: Сергей Христолюбов Дизайнер обложки подкаста: Петр Сутупов

    6 days ago

    •
    51 min
  • AI House of Cards, Dystopia Warning, Bitcoin Mining Wins | Samson Mow & Jeff Booth

    1 day ago

    9

    AI House of Cards, Dystopia Warning, Bitcoin Mining Wins | Samson Mow & Jeff Booth

    073: Why AI Mania Is a Trillion-Dollar Trap, Why Freedom Is Eroding Into Real-Time Dystopia, and How Bitcoin Mining Absorbs the Entire Oversupply | Samson Mow & Jeff Booth The fiat debt system is mathematically insolvent — and Jeff Booth and Samson Mow lay out exactly why the pain is coming whether you own Bitcoin or not. This is one of the most direct conversations on financial sovereignty, AI capital misallocation, and the closing window for individual freedom you'll find anywhere in 2026. You'll learn why Jeff believes the 4-year Bitcoin cycle theory has been broken and what's actually driving sideways price action right now. You'll see how Samson connects AI infrastructure over-investment to a dot-com-style collapse — and why Bitcoin mining is positioned to absorb the fallout. You'll understand the specific tools — Fedimint, Aqua Wallet, self-custody, running a node — that let you exit the system before governments restrict freedom of movement. And you'll hear both guests explain why AI will eviscerate DeFi protocols like Ethereum and Solana, draining funds and pushing survivors back to Bitcoin. ⏱️ Timestamps: 0:00 - Intro 1:09 - Introducing Jeff Booth and Samson Mow 2:00 - Bitcoin Four-Year Cycle Theory Is Broken 3:17 - AI Driving Capital Rotation From Bitcoin 4:49 - AI Mania Dwarfs the Dot-Com Bubble 7:47 - Local AI Inference and Oversupply Risks 11:40 - Stablecoins Trap Users in Fiat 14:34 - Are Cypherpunks Disappearing From Bitcoin? 16:22 - Barriers to Nation-State Bitcoin Adoption 22:20 - Fiat Debt System Is an Illusion 31:17 - Governments Will Restrict Freedom of Movement 33:51 - We Are Already Living in the Matrix 41:47 - Bitcoin ETFs: Evolution or Centralized Capture? 47:54 - Practical Steps to Reclaim Sovereignty 51:44 - Fedimint and Essential Bitcoin Privacy Tools 54:24 - AI Accelerating Altcoin Death Spiral 57:50 - Liquid, Lightning and Aqua Wallet Explained 🔗 Links & Resources: • Jan3: https://jan3.com • Samon X: https://x.com/Excellion • Jeff Booth's website: https://jeffreybooth.com/ • Jeff NOSTR: jeffbooth@nostrverified.com • Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1 📌 Previous Episodes: Simon Dixon and Dave Collum → https://youtu.be/cqQ5l2zZxrA ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB 🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV 💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X: • BTC Sessions: @BTCsessions • Nathan: @theBTCmentor #Bitcoin #BTC #BTCSessions #BitcoinSovereignty #FinancialFreedom #SelfCustody #JeffBooth #SamsonMow #BitcoinAdoption #AquaWallet #AIBubble #AIMania #BitcoinMining #Dystopia #BitcoinVsAI #BitcoinMacro #BitcoinPodcast #Bitcoiners #MacroEconomics #aistocks

    1 day ago

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    1hr 2min
  • #497 – Biggest Mysteries in Physics: Antimatter, Dark Energy & ToE – Don Lincoln

    5 days ago

    10

    #497 – Biggest Mysteries in Physics: Antimatter, Dark Energy & ToE – Don Lincoln

    Don Lincoln is a particle physicist at Fermilab who has spent decades working at the frontiers of high energy physics. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep497-sc See below for timestamps, and to give feedback, submit questions, contact Lex, etc. 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: Don’s Facebook: https://facebook.com/Dr.Don.Lincoln/ Don’s Website: https://drdonlincoln.com/ Don’s LinkedIn: https://bit.ly/4nHeNiF Don’s YouTube Playlist: https://bit.ly/3PCIW67 Don’s X: https://x.com/DrDonLincoln Don’s Books: https://amzn.to/4uYbkOZ Don’s Great Courses: https://shop.thegreatcourses.com/don-lincoln Don’s Audible: https://adbl.co/4wGioRV Fermilab’s YouTube: https://www.youtube.com/fermilab Fermilab’s Website: https://www.fnal.gov/ Fermilab’s X: https://x.com/fermilab SPONSORS: To support this podcast, check out our sponsors & get discounts: Upwork: Platform for hiring freelancers. Go to https://upwork.com/lex Larridin: Measure AI adoption in your business. Go to https://larridin.com Fin: AI agent for customer service. Go to https://fin.ai/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 (00:34) – Sponsors, Comments, and Reflections (08:52) – Unifying the laws of nature (23:23) – Einstein, special relativity, and general relativity (40:31) – Electroweak force (52:13) – How particle colliders work (1:10:16) – Higgs boson discovery (1:20:35) – Theory of everything (1:50:20) – Physics of empty space (1:57:45) – Antimatter (2:18:35) – Dark energy (2:22:23) – Dark matter (2:50:59) – Future of physics 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

    5 days ago

    •
    3h 2m

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