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  • Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

    9 HR AGO

    1

    Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

    (0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon (35:09) Billionaire backlash in California: Wealth Tax exodus (56:13) Greenland acquisition: Why it's crucial 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://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31 https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026 https://home.treasury.gov/news/press-releases/sb0364 https://truthsocial.com/@realDonaldTrump/posts/115884759090137876 https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0 https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4 https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f https://x.com/chamath/status/2011486582386106387 https://x.com/friedberg/status/2011703965143220457 https://x.com/chamath/status/2011197387830935777 https://polymarket.com/event/will-trump-acquire-greenland-before-2027 https://x.com/chamath/status/2011197387830935777

    9 hr ago

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    1h 11m
  • 26. 令德国人惊吓的上海车展:一幅当代汽车众生图

    23/05/2023

    2

    26. 令德国人惊吓的上海车展:一幅当代汽车众生图

    这期主题是车。在刚刚过去的2023年上海车展上,一名咨询公司的德国同事,表达对车展观感是:受到了惊吓。 本集节目,我邀请了从1996年就开始读汽车专业,而后从事汽车相关咨询和投资快20年的张君毅老师,来聊聊这届特斯拉缺席的、有史以来最热闹最卷的、外企高管纷纷来华的特殊车展。 车展是一幅当代汽车众生图。我们从展览会出发,依次点评了身处如今转型年代的美系、德系、中国车企的场上表现和未来可能。 01:46 简述个人经历:同济大学汽车工程系-管理咨询公司并购和咨询-参与创立蔚来资本-奥纬咨询负责汽车和工业品业务 06:24 中德影响力相互渗透(从向德国学习,到以中国需求定义车型、中德车企争夺) 10:36 对本届车展的整体观察,很多外企CEO在华待了很长时间 13:42 大众集团最近人事地震,车展就是导火索 15:00 德国同事为什么惊吓 17:15 几个1/3的启示 19:21 哪些品牌表现亮眼,哪些平庸?(受冷落的部分豪华车) 21:36 特斯拉的缺席,马斯克的全局筹谋、新闻对冲 27:21 特斯拉降价和蔓延的车企降价潮,成因剖析和现状 31:50 价格战是透支行为 38:04 美系、法系车企为什么表现平庸 41:23 谈这次的明星之一德系车企(宝马说家在中国) 47:00 复杂的决策权问题:某合资车型在中国成功,总部却把决策权从地方拿回总部 49:20 大众是中心决策,通用早期成功缘于决策分散 50:50 德系企业目前的优势是什么 52:58 (口误:沃尔沃声称目标是到2030年全部电动化) 59:54 亏损、负债都不会让企业死亡,但它会死在现金流上 01:01:32 李斌:“这世界上还有比卖车更难的事吗?” 01:09:14 中国车企的表现(讨好女性和年轻人) 01:11:18 “今年是非常热闹的车展,但也有可能是最热闹的车展” 01:12:17 2023年之于全球汽车产业的意义 01:15:27 中国车企洗牌,最后的13张门票 01:17:03 合资企业会淡出历史舞台吗 01:22:45 生动的观察:女性买车取悦自己vs理想奶爸车,开阿斯顿马丁的中国车主平均年龄比海外小20岁【更多信息】 本集首发于腾讯新闻,点击前往音频版 联络我们:微博@张小珺-Benita,小红书@张小珺jùn 更多信息欢迎关注公众号:张小珺

    23/05/2023

    •
    1h 25m
  • How Foundation Models Evolved: A PhD Journey Through AI's Breakthrough Era

    22 HR AGO

    3

    How Foundation Models Evolved: A PhD Journey Through AI's Breakthrough Era

    The Stanford PhD who built DSPy thought he was just creating better prompts—until he realized he'd accidentally invented a new paradigm that makes LLMs actually programmable.  While everyone obsesses over whether LLMs will get us to AGI, Omar Khattab is solving a more urgent problem: the gap between what you want AI to do and your ability to tell it, the absence of a real programming language for intent. He argues the entire field has been approaching this backwards, treating natural language prompts as the interface when we actually need something between imperative code and pure English, and the implications could determine whether AI systems remain unpredictable black boxes or become the reliable infrastructure layer everyone's betting on.   Follow Omar Khattab on X: https://x.com/lateinteraction Follow Martin Casado on X: https://x.com/martin_casado Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.   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. Stay Updated: 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.

    22 hr ago

    •
    57 min
  • Jonathan Haidt Strikes Again + What You Vibecoded + An Update on the Forkiverse

    21 HR AGO

    4

    Jonathan Haidt Strikes Again + What You Vibecoded + An Update on the Forkiverse

    This week, Jonathan Haidt, author of “The Anxious Generation,” returns to the show to discuss new research about how social media is harming teens and what it’s been like to become the face of a global movement against the platforms. Then, we asked what you were building with Claude Code, and you blew us away. We’ll share some of our favorite projects that you sent us. And finally, we’re joined by PJ Vogt, the host of “Search Engine,” to talk about our early adventures in the Forkiverse and what we’ve learned so far about running a social media network.   Guests: Jonathan Haidt, social psychologist and author of “The Anxious Generation"PJ Vogt, host of “Search Engine”  Additional Reading:  Mountains of Evidence Meta’s Internal ResearchAn NYT Event in LA - Trump: The First Year of His Second Term  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.

    21 hr ago

    •
    1h 14m
  • Supercharging a New FDA: Marty Makary on Science, Power & Patients

    1 DAY AGO

    5

    Supercharging a New FDA: Marty Makary on Science, Power & Patients

    (0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines (33:13) Reshaping the failed Food Pyramid (41:29) GLP-1s and America's Obesity Epidemic (49:54) Rethinking vaccines from first principles (59:40) Lowering drug prices, the power of AI for healthcare (1:18:57) What causes autism? Follow Marty Makary: https://x.com/DrMakaryFDA 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

    1 day ago

    •
    1h 30m
  • Improving Classification Models With XGBoost

    25/08/2023

    6

    Improving Classification Models With XGBoost

    How can you improve a classification model while avoiding overfitting? Once you have a model, what tools can you use to explain it to others? This week on the show, we talk with author and Python trainer Matt Harrison about his new book Effective XGBoost: Tuning, Understanding, and Deploying Classification Models.

    25/08/2023

    •
    1h 5m
  • Ain’t No Drama Like AI Industry Drama

    1 DAY AGO

    7

    Ain’t No Drama Like AI Industry Drama

    Apparently their ain’t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it’s cleaned up its act. TSMC is winning thanks to AI. More price rises from Spotify. And why is Ireland missing out on the AI datacenter boom? Two Thinking Machines Lab Cofounders Are Leaving to Rejoin OpenAI (Wired) Grok was finally updated to stop undressing women and children, X Safety says (ArsTechnica) TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand (CNBC) Ireland Is Trying to Get Back on the Data Center Bandwagon (Bloomberg) Spotify Raises Premium Subscription Prices in US to $13 a Month (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 day ago

    •
    22 min
  • 25. OpenAI开源、亚马逊新动作,全球大模型格局走向何方

    16/05/2023

    8

    25. OpenAI开源、亚马逊新动作,全球大模型格局走向何方

    前不久,我和Allen再聊大模型。他带来了一些来自美国的新消息。 一是,OpenAI即将开源;(今天科技媒体The Information也曝光,OpenAI即将发布一款全新的开源大语言模型。) 二是,Amazon动向值得关注。据Allen了解,Amazon接下来将会推出两个模型,分别是大模型和小模型——前者为了尝试争夺一下通用大模型的船票;后者则是向垂直领域发力,更有可能抢夺先机。 OpenAI和Amazon的动态代表了全球大模型发展的最新进程。 我们着重聊了大模型市场的形势变化、场上选手和机会点分析。令人唏嘘的是,过去的互联网一直是年轻人的机会,而这次,似乎留给年轻人的空间少了许多。 【嘉宾小记】 王怀南的职业生涯贯穿了上世纪90年代到现在。从清华半导体+英文系起步,到纽约的哥大社会学系求学,自此迈入美国的社会大熔炉。凭借着对社会的兴趣,毕业后在美国走了一条很少有华人走的路——做咨询、市场这些广泛与文化、人打交道的工作。他先后加入麦肯锡咨询、宝洁、Yahoo、Google,横跨美国最具有时代标志性的企业。直到2006年回国创业,是上市公司宝宝树、初创公司米茶科技创始人,也是陆奇创办的奇绩创坛合伙人、导师。 01:49 相比两个月前的市场变化:大家认识到大模型是机会,但也是很残酷的被剥夺 05:50 OpenAI和微软以垄断者的姿势在往下推进 06:59 这次不是简单的机会,而是一次复杂的机会 07:25 底层的大模型是年轻人在Sam的带领下借助微软做出来,上面长出的行业副驾驶机会大概率属于老炮 07:55 出现涌现的时间比Sam的预期提前了5-8年 08:10 真正的商业机会是每个行业垂直的智能副驾驶(copilot) 11:08 垂直行业1/2甚至2/3以上会被ChatGPT自己干掉 12:00 那么,中国的大模型格局呢? 12:57 我不认为再有第二家公司会拿到通用大模型的船票 13:10 亚马逊的选择和预判值得深思:1个月内,会发大模型+小模型两个model 15:06 OpenAI一定会开源,这一旦发生,会对什么造成一系列影响? 19:55 也许中国做的是若干个垂直的小语言模型的叠加和合并,成了一个类似大语言模型 20:25 拆解所谓“复杂的机会” 25:57 我判断,底层大模型的战争已经结束了 27:30 垂直领域的壁垒不在于算法,甚至不在于算力,而在于数据+社交+商业模式 32:40 大模型战争第一枪在搜索打响,第二枪、第三枪会在哪? 37:50 这件事太怪异了,互联网曾经排除35+,今天全部是35+焕发青春 47:40 我越来越觉得人类是一台台不完美的、被操纵的机器 50:41 现在见人聊大模型的频次和话题相比两个月前的变化 53:18 预告:和Allen接下来会聊什么话题?延展阅读:《陆奇的大模型世界观》 【更多信息】 本集首发于腾讯新闻,点击前往音频版 联络我们:微博@张小珺-Benita,小红书@张小珺jùn 更多信息欢迎关注公众号:张小珺 联络我们:微博@张小珺-Benita,小红书@张小珺jùn 更多信息欢迎关注公众号:张小珺

    16/05/2023

    •
    55 min
  • Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

    4 DAYS AGO

    9

    Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

    (0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons" (36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist? (51:23) Who should be California's next governor? (58:04) Big Tech, AI, and the 2028 Election When you need a partner trusted by millions, there's one platform for all business - PayPal Open. Grow today at https://www.paypal.com/us/business. Loans subject to approval and available locations. Follow Adam: https://x.com/adamcarolla 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

    4 days ago

    •
    1h 10m
  • LLMs Invent New Mathematics

    1 DAY AGO

    10

    LLMs Invent New Mathematics

    In this episode, we showcase how Large Language Models (LLMs) are demonstrating advanced mathematical reasoning, going beyond pattern recognition to invent new methods. We discuss specific examples of LLMs solving previously unsolved problems.Resources Mentioned12:48 AIbox.ai See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    1 day ago

    •
    13 min

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  • Azerbaijan
  • Bahrain
  • Benin
  • Botswana
  • Brunei Darussalam
  • Burkina Faso
  • Cameroun
  • Cape Verde
  • Chad
  • Côte d’Ivoire
  • Congo, The Democratic Republic Of The
  • Egypt
  • Eswatini
  • Gabon
  • Gambia
  • Ghana
  • Guinea-Bissau
  • India
  • Iraq
  • Israel
  • Jordan
  • Kenya
  • Kuwait
  • Lebanon
  • Liberia
  • Libya
  • Madagascar
  • Malawi
  • Mali
  • Mauritania
  • Mauritius
  • Morocco
  • Mozambique
  • Namibia
  • Niger (English)
  • Nigeria
  • Oman
  • Qatar
  • Congo, Republic of
  • Rwanda
  • São Tomé and Príncipe
  • Saudi Arabia
  • Senegal
  • Seychelles
  • Sierra Leone
  • South Africa
  • Sri Lanka
  • Tajikistan
  • Tanzania, United Republic Of
  • Tunisia
  • Turkmenistan
  • United Arab Emirates
  • Uganda
  • Yemen
  • Zambia
  • Zimbabwe

Asia Pacific

  • Afghanistan
  • Australia
  • Bhutan
  • 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
  • Armenia
  • Österreich
  • Belarus
  • Belgium
  • Bosnia and Herzegovina
  • Bulgaria
  • Croatia
  • Cyprus
  • Czechia
  • Denmark
  • Estonia
  • Finland
  • France (Français)
  • Georgia
  • Deutschland
  • Greece
  • Hungary
  • Iceland
  • Ireland
  • Italia
  • Kosovo
  • Latvia
  • Lithuania
  • Luxembourg (English)
  • Malta
  • Moldova, Republic Of
  • Montenegro
  • Nederland
  • North Macedonia
  • Norway
  • Poland
  • Portugal (Português)
  • Romania
  • Россия
  • Serbia
  • Slovakia
  • Slovenia
  • España
  • Sverige
  • Schweiz
  • Türkiye (English)
  • 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)