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    Ben Gilbert and David Rosenthal

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    Andreessen Horowitz

  • OpenAI’s Big Reset + A.I. in the Doctor’s Office + Talkie, a pre-1930s LLM

    2 DAYS AGO

    1

    OpenAI’s Big Reset + A.I. in the Doctor’s Office + Talkie, a pre-1930s LLM

    This week, OpenAI announced a loosened partnership with Microsoft and an aggressive new strategy to secure computing power. We unpack what these updates signal about OpenAI’s business strategy and whether the company can scale while balancing a trial against Elon Musk and investor concerns over missed financial targets. Then, the A.I. researcher Dr. Adam Rodman, of Harvard Medical School, returns to tell us about the most significant ways A.I. is changing how doctors treat patients. And finally, can an LLM trained only on very old texts predict the future? We’re talking with one of the creators of the chatbot talkie.   Guests: Dr. Adam Rodman, internal medicine physician at Beth Israel Deaconess Medical Center and assistant professor at Harvard Medical School. David Duvenaud, associate professor at the University of Toronto, former team lead at Anthropic and co-creator of talkie.   Additional Reading: Microsoft and OpenAI Loosen Their Partnership Elon Musk and Sam Altman’s Epic Fight Heads to Court OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO Take It From a Doctor: It’s OK if Your Medical Advice Comes From A.I.   We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    2 days ago

    •
    1hr 10min
  • OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

    2 DAYS AGO

    2

    OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

    (0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience 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://www.instagram.com/missthingthepod https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 https://polymarket.com/event/ipos-before-2027 https://x.com/aakashgupta/status/2049723185617412550 https://arxiv.org/pdf/1803.03635 https://x.com/AISecurityInst/status/2049868227740565890 https://x.com/ns123abc/status/2049527702076449244 https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28 https://x.com/ns123abc/status/2049527702076449244 https://www.google.com/finance/quote/CSCO:NASDAQ https://x.com/chamath/status/2049864100143104420 https://x.com/zerohedge/status/2049895327566561683 https://x.com/lifeof_jer/status/2048103471019434248 https://x.com/levie/status/2049163935182733396 https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing

    2 days ago

    •
    1hr 21min
  • How to be a "Super Ager" (it's not your genes)

    3 DAYS AGO

    3

    How to be a "Super Ager" (it's not your genes)

    From peptides and protein, to sleep hygiene and vaccines, what actually helps you age well? Physician Eric Topol breaks down the science — and the myths — of longevity and anti-aging. TED Radio Hour+ listeners now get access to bonus episodes, with more ideas from TED speakers and deeper conversations with Manoush. By signing up for Plus, you directly support our work and public media, so all your episodes (like this one!) come to you without sponsor breaks. Learn more at plus.npr.org/ted. See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences. NPR Privacy Policy

    3 days ago

    •
    50 min
  • Reiner Pope – The math behind how LLMs are trained and served

    4 DAYS AGO

    4

    Reiner Pope – The math behind how LLMs are trained and served

    Did a very different format with Reiner Pope - a blackboard lecture where he walks through how frontier LLMs are trained and served. It’s shocking how much you can deduce about what the labs are doing from a handful of equations, public API prices, and some chalk. It’s a bit technical, but I encourage you to hang in there – it’s really worth it. There are less than a handful of people who understand the full stack of AI, from chip design to model architecture, as well as Reiner. It was a real delight to learn from him. Recommend watching this one on YouTube so you can see the chalkboard. Reiner is CEO of MatX, a new chip startup (full disclosure - I’m an angel investor). He was previously at Google, where he worked on software efficiency, compilers, and TPU architecture. Download markdown of transcript here to chat with an LLM. Wrote up some flashcards and practice problems to help myself retain what Reiner taught. Hope it's helpful to you too! Sponsors * Jane Street needs constant access to incredibly low-latency compute. I recently asked one of their engineers, Clark, to talk me through how they meet these demands. Our conversation—which touched on everything from FPGAs to liquid cooling—was extremely helpful as I prepped to interview Reiner. You can watch the full discussion and explore Jane Street’s open roles at janestreet.com/dwarkesh * Google’s Gemma 4 is the first open model that’s let me shut off the internet and create a fully disconnected “focus machine”. This is because Gemma is small enough to run on my laptop, but powerful enough to actually be useful. So, to prep for this interview, I downloaded Reiner’s scaling book, disconnected from wifi, and used Gemma to help me break down the material. Check it out at goo.gle/Gemma4 * Cursor helped me turn some notes I took on how gradients flow during large-scale pretraining into a great animation. At first, I wasn’t sure the best way to visualize the concept, but Cursor’s Composer 2 Fast model let me iterate on different ideas almost instantaneously. You can check out the animation in my recent blog post. And if you have something to visualize yourself, go to cursor.com/dwarkesh Timestamps (00:00:00) – How batch size affects token cost and speed (00:32:09) – How MoE models are laid out across GPU racks (00:47:12) – How pipeline parallelism spreads model layers across racks (01:03:37) – Why Ilya said, “As we now know, pipelining is not wise.” (01:18:59) – Because of RL, models may be 100x over-trained beyond Chinchilla-optimal (01:33:02) – Deducing long context memory costs from API pricing (02:04:02) – Convergent evolution between neural nets and cryptography Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    4 days ago

    •
    2h 14m
  • Ferrari

    13 APR

    5

    Ferrari

    Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $500,000. For context, Hermès sells that many Birkins and Kellys roughly every 2 years, and Rolex moves that many watches every 3 months. And yet this ultimate luxury product also lives under the same roof with a widely beloved professional sports team… one with 400 million rabid fans from all walks of life who live and die by the Scuderia’s performance every F1 race weekend! How is it possible that these two seemingly contradictory customer bases can coexist within the same company? And far from destroying each other’s value, only reinforce it? The answer, it turns out, is a beautiful, bloody, tragic and romantic opera that spans two families and three generations — and just might be one of the best tales we’ve ever told on Acquired. Buckle up for the story of Ferrari. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. Morgan PaymentsVercelServiceNowStatsigLinks: Sign up for email updates, get out takeaways and research photos from each episode, and vote on future topics!Our Ferrari "episode preview" in WSJEnzo Ferrari by Luca Dal MonteSeeing Red on IMDbGo Like Hell by A.J. BaimeStephen Wilmot's great WSJ piece on FerrariFerrari factory tourWorldly Partners' Multi-Decade Ferrari StudyAll episode sourcesCarve Outs: Ford v FerrariMaison Wheat sweatersCraighill scissorsAmazon grocery serviceTravelpro Altitude backpackMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:01:08 Intro00:06:11 Enzo Ferrari's Early Life & Tragedies (1898-1919)00:12:39 Scuderia Ferrari: Enzo's Racing Dream (1920-1933)00:25:08 The Prancing Horse & Ferrari's Branding00:35:41 First Ferrari Road Cars & Le Mans Victory (1947-1949)00:51:31 F1 & The Tragedies of Enzo's Life (1950s)01:14:03 Ford vs. Ferrari: The Le Mans Rivalry (1963-1966)01:21:24 Enzo Sells 50% to Fiat (1969)01:29:10 Luca di Montezemolo's Return to F1 Glory (1971-1976)01:52:40 Ferrari's "Pepsi Challenge" and how Luca rescued the company (1991)02:27:41 Post-IPO Ferrari: New Models & Growth (2015-Present)02:48:24 The FUV Purosangue & Model Range03:07:16 Ferrari Luce: The EV Future with Jony Ive03:12:37 Ferrari Today by the Numbers03:29:39 Analysis03:50:04 Carve-Outs + Thank Yous ‍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.

    13 Apr

    •
    3h 59m
  • CMUX x AIM 해커톤 참가 후기와 AI 협업 개발 이야기

    9 HR AGO

    6

    CMUX x AIM 해커톤 참가 후기와 AI 협업 개발 이야기

    Cloudflare AccessTailscaleAWS LightsailClaude Codecode-serverGhosttyWarpDiscordGL.iNetMudi 7

    9 hr ago

    •
    1hr 54min
  • Are These Apple’s Next Products?

    3 DAYS AGO

    7

    Are These Apple’s Next Products?

    So much happened this week that we had to bring in Mariah to help out at the producer table! We start off with some Apple news before talking about the new Samsung smart glasses leak. Then the crew discusses everything from what an OpenAI phone would do to Google redesigning all of its icons. Of course, we wrap it all up with trivia! Links: MacRumors - Apple adding AI photo editing 9to5Mac - Mark Gurman says Apple working on 6 new categories 9to5Google - Samsung's Smart glasses leak Spotify - Premium now includes Peloton Verge - Google Photos launches AI try-on feature Ming-Chi Kuo on X - OpenAI smartphone Threads introduces live chats 9to5Google - Gradient app redesign Digital Trends - YouTube TV multiview Follow us on socials: Marques: https://www.threads.net/@mkbhd Andrew: https://www.threads.net/@andrew_manganelli David: https://www.threads.net/@davidimel Adam: https://www.threads.net/@parmesanpapi17 Ellis: https://twitter.com/EllisRovin Mariah: https://www.instagram.com/totallynotabusinessacc/ Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform 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

    3 days ago

    •
    1hr 37min
  • Why cultivating agency matters more than cultivating skills in the AI era | Max Schoening (Head of Product, Notion)

    20 HR AGO

    8

    Why cultivating agency matters more than cultivating skills in the AI era | Max Schoening (Head of Product, Notion)

    Max Schoening is head of product at Notion, where he’s been especially effective at getting designers and PMs to ship code, prototype in the terminal, and launch extremely successful AI products. He was previously a PM at Google, ran design at Heroku, was VP of Design (and a part-time engineer) at GitHub, and is a two-time founder. He’s one of the most AI-forward product leaders out there and one of the deepest thinkers on how AI changes how we build and use software. We discuss: 1. What’s most worked in getting designers and PMs to embrace AI 2. Why agency—not skills—is the thing that separates people who thrive from those who fall behind 3. How the first 10% of every project is now “free,” and what that means for product development 4. Max’s “tiny core” theory of great products: iPhone multitouch, the GitHub pull request, Notion blocks, Dropbox’s menu bar icon 5. Why the SaaSpocalypse is overstated 6. Why the amount of software has exploded but the quality hasn’t, and why that gap creates opportunity — Brought to you by: WorkOS—Make your app Enterprise Ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny Vanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny — Episode transcript: https://www.lennysnewsletter.com/p/why-cultivating-agency-matters-more — Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0 — Where to find Max Schoening: • X: https://x.com/mschoening • LinkedIn: https://www.linkedin.com/in/max-schoening • Website: https://max.dev — Where to find Lenny: • Newsletter: https://www.lennysnewsletter.com • X: https://twitter.com/lennysan • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/ — In this episode, we cover: (00:00) Introduction to Max Schoening (01:55) The origin story of designers coding at Notion (06:30) How much designers and PMs are shipping today (08:24) The balance between shipping code and strategic work (10:32) Why agency will help you thrive in the AI era (11:49) Examples of high agency at Notion (13:52) What we might lose as roles merge (15:56) Advice for developing agency (17:42) Malleable software explained (20:43) The Dieter Rams video and design philosophy (24:00) The SaaS apocalypse debate (28:25) How product building has changed in the past two years (30:27) What’s next in how we build products (34:16) Token spend and ROI conversations (37:39) Getting people to change how they work (39:04) Max’s AI stack (41:41) Which roles AI will transform next (44:26) When companies will start caring about ROI (48:38) Why Notion AI is so successful (51:47) How to ship more quickly while maintaining quality (56:40) Building taste through iterations (1:00:09) What matters most in building successful products (1:05:06) Using the jobs-to-be-done framework (1:07:28) Hot take on universal basic income (1:09:26) What Max would do with AGI (1:10:53) Contrarian corner (1:13:14) Failure corner (1:16:20) Advice for young people in Silicon Valley (1:19:20) Lightning round and final thoughts — Referenced: https://www.lennysnewsletter.com/p/why-cultivating-agency-matters-more — Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com. — Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

    20 hr ago

    •
    1hr 27min
  • Tim Cook’s Legacy + The Future of U.B.I. With Andrew Yang + HatGPT

    24 APR

    9

    Tim Cook’s Legacy + The Future of U.B.I. With Andrew Yang + HatGPT

    This week, Tim Cook announced he would step down as chief executive of Apple. We discuss what he got right and what he got wrong, and we offer some unsolicited advice for his replacement, John Ternus. Then, Andrew Yang joins us to discuss A.I.-powered job automation and why universal basic income may be making a comeback. And finally, we catch up on more recent tech news with a round of HatGPT.   Guest: Andrew Yang, chief executive of Noble Mobile and author of “Hey Yang, Where’s My Thousand Bucks?”   Additional Reading: Tim Cook Will Step Down as Apple C.E.O. Who Is John Ternus, Apple’s Low-Profile Leader? Why U.B.I. Is Making a Comeback His 2020 Campaign Message: The Robots Are Coming This Pasta Sauce Wants to Record Your Family Chinese Robot Beats Human Best Time in Half-Marathon, After a Stumble What Happens When A.I. Runs a Store in San Francisco? Meta to Start Capturing Employee Mouse Movements, Keystrokes for A.I. Training Data SpaceX Strikes Deal With Cursor for $60 Billion OpenAI Beefs Up ChatGPT’s Image Generation Model   We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    24 Apr

    •
    1hr 15min
  • Elon Musk — "In 36 months, the cheapest place to put AI will be space”

    5 FEB

    10

    Elon Musk — "In 36 months, the cheapest place to put AI will be space”

    In this episode, John and I got to do a real deep-dive with Elon. We discuss the economics of orbital data centers, the difficulties of scaling power on Earth, what it would take to manufacture humanoids at high-volume in America, xAI’s business and alignment plans, DOGE, and much more. Watch on YouTube; read the transcript. Sponsors * Mercury just started offering personal banking! I’m already banking with Mercury for business purposes, so getting to bank with them for my personal life makes everything so much simpler. Apply now at mercury.com/personal-banking * Jane Street sent me a new puzzle last week: they trained a neural net, shuffled all 96 layers, and asked me to put them back in order. I tried but… I didn’t quite nail it. If you’re curious, or if you think you can do better, you should take a stab at janestreet.com/dwarkesh * Labelbox can get you robotics and RL data at scale. Labelbox starts by helping you define your ideal data distribution, and then their massive Alignerr network collects frontier-grade data that you can use to train your models. Learn more at labelbox.com/dwarkesh Timestamps (00:00:00) - Orbital data centers (00:36:46) - Grok and alignment (00:59:56) - xAI’s business plan (01:17:21) - Optimus and humanoid manufacturing (01:30:22) - Does China win by default? (01:44:16) - Lessons from running SpaceX (02:20:08) - DOGE (02:38:28) - TeraFab Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    5 Feb

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Europe

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Latin America and the Caribbean

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  • Ecuador (Español)
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  • Saint Lucia
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  • Uruguay (English)
  • Venezuela (Español)

The United States and Canada

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  • United States
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  • Hoa Kỳ
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