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  • Acquired
    Acquired

    1

    Acquired

    Ben Gilbert and David Rosenthal

  • All-In with Chamath, Jason, Sacks & Friedberg
    All-In with Chamath, Jason, Sacks & Friedberg

    2

    All-In with Chamath, Jason, Sacks & Friedberg

    All-In Podcast, LLC

  • 硅谷101
    硅谷101

    3

    硅谷101

    硅谷101

  • 罗永浩的十字路口
    罗永浩的十字路口

    4

    罗永浩的十字路口

    罗永浩的十字路口

  • HKPUG Podcast 派樂派對
    HKPUG Podcast 派樂派對

    5

    HKPUG Podcast 派樂派對

    HKPUG

  • Lex Fridman Podcast
    Lex Fridman Podcast

    6

    Lex Fridman Podcast

    Lex Fridman

  • 亂gad | randgad podcast
    亂gad | randgad podcast

    7

    亂gad | randgad podcast

    亂gad

  • 第 1075 集:Apple Welcome Home!全新 HomeView 能令你愛回家麼?

    1日前

    第 1075 集:Apple Welcome Home!全新 HomeView 能令你愛回家麼?

    0:00:00 – HKPUG 會訊 + TechTalk 0:51:08 – 依輪乜事 1:10:57 – Main Topic 本集全長:2:17:40 Tag: Women Techmakers HK Agentic AI Workshop 系列開放登記, Judy Wong, GitHub, …

  • Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

    18小時前

    Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

    (0:00) Billy Evans joins Friedberg (3:38) How they met, Elizabeth the person vs the headlines, indictment (11:02) Life on trial, having a child, where she went wrong in fundraising (19:28) Understanding the verdict, sentencing, and the mistake of staying silent (26:09) Elizabeth calls from prison, her life in jail (31:34) Why they did the documentary with Nathan Fielder (35:47) The road home, restitution math, why his new company is not Theranos 2.0 Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin 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/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

  • 亂‌‌‌gad‌‌‌ ‌‌‌‌‌第836集 - Reverse Engineer Anything (REA) / ArtCraft 取代 Adobe CC / Surface + RTX Spark

    3日前

    亂‌‌‌gad‌‌‌ ‌‌‌‌‌第836集 - Reverse Engineer Anything (REA) / ArtCraft 取代 Adobe CC / Surface + RTX Spark

    聽眾來信:ChatGPT Project 流程、GPT-6 型號混亂與 thinking level 之爭OpenAI 的 Chat/Work/Codex 分版AI 走入日常:用 Muse 幫太太比較超市特價AI 把 Adobe CC suite 抄咗出嚟Gadget 巡禮:Surface Laptop Ultra、Google Book OS、Amazon tabletSpaceX/Starlink 買頻譜,直連手機做電訊商Apple 傳聞 Oct 28 發佈

  • Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

    5日前

    Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

    (0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and community backlash (1:02:03) Riots in France, Friedberg's socialism metric, bond market (1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless? 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/@allin 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://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html https://www.anthropic.com/constitution https://x.com/andrewcurran_/status/2108244808494154089 https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800 https://www.lesswrong.com/users/eliezer_yudkowsky https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640 https://en.wikipedia.org/wiki/Roko%27s_basilisk https://www.nytimes.com/2026/10/06/science/openai-math-problems.html https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/ https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents https://scottaaronson.blog/?p=10169 https://x.com/imjustnewatai/status/2107601711032373333 https://x.com/skdh/status/2107848423726555204 https://x.com/friedberg/status/2107856770609844491 https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273 https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html https://www.nytimes.com/2026/10/08/business/france-bond-yields.html https://x.com/LucAuffret/status/2108217923101683737 https://polymarket.com/event/next-french-presidential-election https://polymarket.com/event/another-fed-rate-hike-in-2026 https://x.com/nikitabier/status/2108262529571144176

  • Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more

    10小時前

    Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more

    Can AI revenues justify the spending? Jensen Huang breaks down the biggest bottlenecks heading into 2027, the path to the singularity, open vs. closed models, and why he’s 99.99% optimistic about the decade ahead. Jensen joins Brad Gerstner and Clark Tang for their third BG2 conversation, recorded days after the Xi State Dinner, the White House Accord on superintelligence, and his receipt of the National Medal of Science. They explore why building technology responsibly also means moving fast, how power constraints could shape AI’s next phase, and whether SpaceX could help put data centers in orbit. Jensen also explains why NVIDIA sees demand extending far beyond just two AI labs.    Produced by STMNT Studios Music by Yung Spielberg www.bg2pod.com   Follow: Brad Gerstner https://x.com/altcap  Clark Tang https://x.com/_clarktang  NVIDIA https://x.com/nvidia  BG2 Pod https://x.com/BG2Pod    The statements made and information presented in this podcast reflect each speaker's personal opinions and do not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This podcast is for informational purposes only, and statements should not be construed as providing investment advice or making an investment recommendation. Past performance does not guarantee future performance. Certain of Altimeter's funds have invested in the referenced portfolio companies, which may incentivize executives of such companies to provide favorable reviews of Altimeter. Altimeter and its respective clients trade in public securities and have made and/or may make investments in or investment decisions relating to the companies referenced in the podcast. Altimeter and its respective clients reserve the right to make investment decisions or engage in trading activity that would be (or could be construed as) consistent and/or inconsistent with the views expressed herein.

  • 154. 对Dyna创始人Lindon的3小时访谈:机器人世界的迷雾、分歧与抉择,修心、《沉思录》与王阳明

    20小時前

    154. 对Dyna创始人Lindon的3小时访谈:机器人世界的迷雾、分歧与抉择,修心、《沉思录》与王阳明

    今天我们的嘉宾是一位美国连续创业者,Dyna Robotics创始人兼CEO Lindon Gao。此前,他做过两段生意,一次完整的创业。Dyna可以说是他的第四次创业了。 在硅谷,Dyna和之前来过我们节目的Pi(Physical Intelligence)的纯大脑研究路线非常不一样。相比从通用智能出发、探索机器人大脑的研究路径,Dyna选择了一条“Product-research”的道路:以具体的工作流为最小单元,从真实任务出发,反过来驱动模型的预训练。 全球机器人行业还远远没有达到收敛的时刻。这是一条无比漫长的长跑——你看不见终点,有时候你也看不出清楚四周。每一位创业者都必须在这张尚未绘制完成的地图上,找到自己的方向,做出关键决策,并在迷途中找回自己。 而Lindon谈到,创业也是一场自我的修心。有时候,真正的转变只在一念之间。 过去,他曾要求自己做一个“不能犯错的CEO”。但后来他意识到,恰恰是这种对犯错的恐惧,让自己“为了不能犯错而做了很多错误的决策”。 直到去年底,他才刚刚渡过了这段难关。 OUTLINE: 00:01:41 “我们是蟑螂,我们死不了”         00:24:49 “我可以闻得到钱 ”        00:40:32 机器人开放地图和“product research”路线图       02:00:08 中国       02:13:01 丢下包袱,迷雾中探出一条自己的路 LINKS: 如果你想服用文字版,请搜索我们工作室的公众号:语言即世界language is world。 DISCLAIMER: 本内容不作为投资建议。 CONTACT: xiaojunzhang@lisw.ai Jump into the new world-and explore with us!😉

  • The Home Depot

    9月14日

    The Home Depot

    The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look legitimate. After being unceremoniously fired from their previous hardware chain at ages 48 and 35, Bernie Marcus and Arthur Blank took the words of their New York banker Ken Langone (who had also just accidentally caused their firings) to heart: they'd just been "kicked in the ass with a golden horseshoe.” They proceeded to author the greatest compounding story in American retail history, helped by some legendary cameos along the way from Sol Price, Jamie Dimon, and Ross Perot (to name a few). And the ending is as good as any superhero film: from its 1981 IPO to today, The Home Depot has been the single highest-returning equity in the entire US stock market — higher than Apple, Microsoft, Berkshire Hathaway, and everything else! Sponsors: Many thanks to our fantastic Fall '26 Season partners: SierraWorkOSAnthropicSentryLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Official Acquired Meetup on Sept 17th with our friends at Sentry. Join us!The Acquired Home Depot Companion PDFOur Visual Artifacts page for Home DepotBuilt from Scratch by Bernie Marcus and Arthur BlankKick Up Some Dust by Bernie MarcusThe Board Wore Chicken Suits by Joe Nocera, The New York TimesFrank Blake on Invest Like the BestKen Langone's interview with Arvind NavaratnamWorldly Partners' Multi-Decade Home Depot StudyAll episode sourcesCarve Outs: Silo Season 3Tires Season 3Ratio 8 Coffee MakerTrade CoffeeQuarterbackComedianMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:43 Intro00:05:32 Bernie Marcus's Early Career and meeting Arthur Blank (1972)00:15:58 Ken Langone & Handy Dan (1970s)00:33:08 Ken Buys Handy Dan, Bernie & Arthur Fired00:43:55 Ross Perot Almost Buys Home Depot00:51:20 Pat Farrah & The HomeCo Interlude01:05:03 First Stores & Early Model (1979)01:14:16 Home Depot Goes Public & Expands (1981)01:24:35 Home Depot's Unique Operating System01:46:01 Arthur Blank Takes CEO & Early Cracks (1997)01:56:07 The Bob Nardelli Era (2000-2007)02:12:09 Nardelli's Public Downfall & Firing (2006-2007)02:24:24 Frank Blake's Turnaround: Crisis & Culture (2007)02:42:30 E-commerce & Distribution Revolution02:59:57 Home Depot Today: Pro & DIY (2024)03:12:04 Analysis: The Paradox of Specialness03:16:18 7 Powers: Home Depot's Competitive Advantages03:19:17 Quintessence: Why It Got So Big03:26:27 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.

  • EP159 - 馬斯克砸 80 億買頻譜!SpaceX 真的要取代傳統電信商了嗎?

    3日前

    EP159 - 馬斯克砸 80 億買頻譜!SpaceX 真的要取代傳統電信商了嗎?

    本集筆記與精修逐字稿:https://open.firstory.fm/user/techwav/posts/ep159-2gsvz2xwbtd4 訂閲有問題請來信:support@firstory.me 商業合作:contact@techwavpod.com(請先參考:https://www.techwavpod.com/collab) --- 本集節目由【ASUS ProArt】贊助 ASUS ProArt P16 超.算力 - 算力自由:搭載 NVIDIA RTX Spark,最高 1 PFLOPS FP4 AI 算力、最高 128 GB 統一記憶體,支援地端模型推論。 - 開發自由:支援 WSL2 與原生 CUDA 開發,方便串接地端與雲端工作流。 - 行動自由:1.77 公斤、薄 12.9 公釐的輕薄機身,可使用本地模型離線運算,讓機密資料留在本機。(音檔内提到 12.5 mm 為口誤) 另有 14 吋 ProArt P14 可選。 🎁 早鳥禮:10/16 20:00 前完成指定機種預購及全額付款,並於 10/23 23:59 前至 ASUS 指定頁面完成登錄,送 ProArt 27 吋專業螢幕。 🎁 軟體禮:12/31 前完成指定機種購買與活動登錄,送內含六大地端 AI 功能的 Armor EdgeAI 軟體。贈品數量有限,送完為止;詳細資格與辦法以 ASUS 官網為準。 👉 了解更多產品及早鳥禮資訊:https://tw.asus.click/x0gcrb ---- 00:00 ASUS 02:53 本周主題 09:09 Starlink 14:08 800 MHz 的意義 20:30 Starlink 取代電信 24:04 衛星 vs 基地台 42:20 DTC+基地台混合 47:16 Starlink 的合理定位 54:07 馬斯克其他新聞 --- 氛圍學院(試玩、上課的地方):https://academy.vibetech.tw/home AI 時代的軟體必修課(購課的地方):https://www.pressplay.cc/link/s/A595C701 折扣碼:HARRY250 --- 商業合作:contact@techwavpod.com(請先參考:https://www.techwavpod.com/collab) 哈利的IG:harryspeaks_ Powered by Firstory Hosting

  • E255|模型越来越强,为什么用户没感觉?再访阿里国际站总裁张阔

    6日前

    E255|模型越来越强,为什么用户没感觉?再访阿里国际站总裁张阔

    模型在榜单上越来越强,为什么真正把工作交给AI,还是需要人反复解释、检查和兜底? 半年前,我们与阿里国际站总裁张阔聊了Accio Work,以及Agent如何参与采购和日常经营。半年后,我们再次请到他,聊聊这半年来商家使用Accio Work的真实案例,试图回答这个问题:模型能力的提升,究竟有多少变成了商家工作里的进步? 张阔分享,很多模型的通用评测成绩已经接近满分,但团队在真实经营中,并没有感受到同样幅度的提升。为此,他们从实际业务中整理了107个任务,包括比较供应商报价、识别钓鱼邮件、预订船期和处理交易纠纷。据他介绍,在这套特定评测中,最前沿模型在无人干预条件下的任务通过率约为61%。 这些任务没有数学竞赛那么耀眼,却直接关系到商家的成本、交期和利润。一个好用的Agent,既要能把工作做完,也要让人用得起;既要理解工具和流程,也要理解这盘生意究竟想追求什么。 这期节目,我们聊聊榜单成绩与实际交付之间的落差、通用模型与垂直产品的竞争,以及当AI接手越来越多的执行工作,人还需要保留哪些判断。 【主播】 Yiwen,硅谷101主持人 【嘉宾】 张阔,阿里国际站总裁 【你将听到】 从写代码到做生意,Agent还差什么? 01:18 AI同事市场:编程之外,专业工作走到了哪一步? 02:38 商业任务为什么比编程更难? 03:48 从采购搜索到日常经营,Accio Work的任务边界如何扩展 06:12 商家案例:植物监测产品,从创意走到设计、供应链和销售 07:47 找工厂、比报价、拿样品:采购流程里,人和AI如何协作 通用模型越来越强,垂直产品还有什么优势? 10:13 中美Agent生态的差异:垂直SaaS与平台工具 11:30 AI会替代SaaS吗? 14:11 独立站与平台电商:不同市场如何影响产品设计 15:16 Agent公式:模型 × 工程框架 × 上下文 17:46 模型与工程联合优化,不能只等模型升级 榜单接近满分,真实工作为什么还会失败? 20:29 107个真实任务:无人干预条件下,最前沿模型通过率约61% 24:32 报价、钓鱼邮件、订船和纠纷:怎样才算真正完成任务? 26:33 新版本也可能退步,评测必须持续做 28:55 多平台经营:有流水,不代表有利润 32:39 产品品味、市场判断与预算分配:老板仍要做的选择 最贵的模型,不一定是最好的选择 33:44 多模型路由:如何为不同任务匹配能力与成本? 38:05 多个Agent建议冲突,商家该听谁的? 40:35 上云、定时任务、事件响应与长期经营,是不同的能力 43:05 CoCreate现场:商家对Agent有哪些期待? 44:43 小企业如何借助AI,把生意做得更大 【往期相关】 E231|从B2B到A2A:Agent新基建,如何让“一人企业”做全球生意? 【硅谷101年会来了,线下见】 10月10日—11日,我们将在【硅谷】举办Alignment 2026年度大会,从大模型、Agent、机器人到AI Infra,从实验室里的突破,到真实世界的商业化,我们直击AI变化最剧烈的前沿。来自OpenAI、Anthropic、NVIDIA、Meta、Google DeepMind、SemiAnalysis、Cerebras等公司的研究者、创业者与投资人将齐聚现场,分享正在发生的机遇和挑战。 点击报名入口 ,使用折扣码【FANS15】注册,还可以获得15%折扣。 【硅谷101听友群】 在这里,和同好一起深聊科技、商业与未来,期待你的声音,也期待更多有趣的讨论。 扫码加入,即刻相遇! 【监制】 泓君 【后期】 Amei 【运营】 朱婕 【BGM】 Trace - Lennon Hutton Signal Containment - Out To The World Reclaim - Megan Wofford 【在这里找到我们】 公众号:硅谷101 收听渠道:Apple Podcast|Spotify|小宇宙|喜马拉雅|蜻蜓FM|荔枝FM|网易云音乐|QQ音乐 其他平台:YouTube|Bilibili 搜索「硅谷101播客」 联系我们:podcast@sv101.net Special Guest: 张阔.

  • 手工耿×罗永浩!“村口的五金店里,出现了一个达达主义艺术家”

    9月1日

    手工耿×罗永浩!“村口的五金店里,出现了一个达达主义艺术家”

    《十字路口》播客节目简介 本节⽬是⼀档由罗永浩主持的深度播客类节⽬,每集长达三到五个小时。我们与时代浪潮中的⼈物展开对话,聚焦于科技与⼈⽂领域,讲述个体命运故事,探讨时代发展趋势。 本期嘉宾:手工耿 手工耿×罗永浩!“村口的五金店里,出现了一个达达主义艺术家” 全世界都爱看他的手工创作视频。无数人从他的视频中得到欢乐,也因此把他看作一个纯粹的搞笑创作者。几乎所有人都认为他是故意在做一些没用的东西,他却真诚地认为他在创造的是有用的东西,不仅仅是娱乐。 在有用和无用,严肃和好笑,民间手艺和现代艺术之间,他无意识地占据了一个独一无二的位置。但这并不是他设计出来的,而是他本就如此。他是一个天然的、不自觉的、没被现代艺术理论污染过的现代艺术家,这也正是他长红不衰,且有别于他的那些肤浅模仿者的重要原因。 眼看就要第十个年头了,这一次,他终于忍不住问道:“你能说出一个我做的真没用的东西吗?” 《罗永浩的十字路口》第三十六期,我们邀请了著名的民间发明家和现代艺术家手工耿,欢迎收听我们的对谈,和很多人想象的不一样,这其实是一次严肃的访谈。欢迎一起走进手工耿的奇想世界。 【你将听到】 00:01:56手工赠礼 00:25:09童年三件套 00:48:23招财猫打雪仗 01:04:56谁爱看手工耿 01:22:45这下火了 01:35:22初次流量变现 01:47:58父母的认可 02:04:51渐入佳境 02:22:23手工耿的宝库 02:48:15危险的倒立洗头 03:04:41运气和努力 03:22:37外号大赏 ❤️参与录制: 公众号关注「罗永浩的十字路口」,点击菜单“观众招募”,就有机会进入观众招募群,希望下一次录制看到你的身影。 🙋话题征集: 公众号关注「罗永浩的十字路口」,写下你最想听的话题内容,比如“情绪稳定”,就有机会成为我们下期的讨论主题。 👩🏻‍💻了解更多: 微博 @罗永浩的十字路口 小红书 @罗永浩的十字路口 抖音 @罗永浩的十字路口 B站 @罗永浩的十字路口 🤝商务合作: 欢迎戳戳 jayci_chen@163.com

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