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  • Acquired
    Acquired

    1

    Acquired

    Ben Gilbert and David Rosenthal

  • 科技浪 Tech.wav
    科技浪 Tech.wav

    2

    科技浪 Tech.wav

    哈利

  • Waveform: The MKBHD Podcast
    Waveform: The MKBHD Podcast

    3

    Waveform: The MKBHD Podcast

    MKBHD

  • 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

  • 硅谷101
    硅谷101

    5

    硅谷101

    硅谷101

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

    6

    All-In with Chamath, Jason, Sacks & Friedberg

    All-In Podcast, LLC

  • Silicon Valley Girl: AI, Tech and Career Growth
    Silicon Valley Girl: AI, Tech and Career Growth

    7

    Silicon Valley Girl: AI, Tech and Career Growth

    Marina Mogilko

Essentials

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  • The Walt Disney Company

    3 days ago

    1

    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.

    3 days ago

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    4h 31m
  • EP143 - 中國 AI 這次真的追上了?Loop Engineering 爆紅、Google 關鍵人才出走

    3 days ago

    2

    EP143 - 中國 AI 這次真的追上了?Loop Engineering 爆紅、Google 關鍵人才出走

    本集筆記與精修逐字稿:https://open.firstory.me/user/techwav/posts/ep143-jchahvg4jqew 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【Wonder Core】贊助 Chaircise 核心喚醒工學椅,透過踩踏結構幫助坐姿導正、啟動核心,也能在工作中加入輕度微運動。 科技浪專屬購買連結:https://reurl.cc/qpeEEE 專屬折扣碼:harry ---- 00:00 Chaircise 02:55 世足 06:16 本周話題 08:46 SpaceX收購Cursor 11:56 Loop 是什麽? 18:04 Loop 是未來 23:21 現在該學什麽 30:38 重要人才離開Google 45:51 GLM-5.2 很强 53:01 成本多便宜 58:48 效率優化 01:16:26 中國與開源 AI --- 商業合作:contact@techwavpod.com(請先參考:https://www.techwavpod.com/collab) 哈利的IG:harryspeaks_ --- 下載哈利的 AI 工具【小結】:https://www.vibetech.tw/summy 哈利的 AI 工具【逐字飽】:https://scribo.vibetech.tw/ Powered by Firstory Hosting

    3 days ago

    •
    1hr 24min
  • GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

    1 day ago

    3

    GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

    (0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure) (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace (49:33) Why eBay has rejected the offer, media bias against GameStop Thanks to our partners! AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. https://www.nasdaq.com Follow Ryan: https://x.com/ryancohen 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

    •
    1hr 3min
  • This is the Best Android Update Ever

    5 days ago

    4

    This is the Best Android Update Ever

    Marques, Andrew, and David start this episode off by diving straight into the new Snap Specs . Then it's all about the new Google Home Speaker with Gemini and everything Android 17. They wrap it up by talking about the proposed U.K social media legislation as well as the ongoing Anthropic vs U.S government debacle. Of course, we wrap it all up with trivia. Enjoy! Links: Snap Specs AWE XR - Snap Specs reveal CNBC - Interview with Evan Spiegel Google Home Speaker In Depth Tech Reviews - Android 17 video Reddit - Android 17 Megathread The Verge - Inside the fight over Claude 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 Rufus: https://www.instagram.com/rmullhaupt/ Mariah: https://www.instagram.com/totallynotabusinessacc/?hl=en 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

    •
    1hr 40min
  • 真正改变世界的技术,为什么一开始都不被看好?| S10E16

    17 Jun

    5

    真正改变世界的技术,为什么一开始都不被看好?| S10E16

    AI 发展太快了,快到我们几乎所有的目光都追着最前沿的模型跑。但在这几年追逐热潮的过程中,我开始对它底层的东西产生了好奇:AI 是如何一步步进化到今天的?驱动它的那些硬件,又是从哪里来的? 带着好奇,我开始读《芯片简史》。这本书从 1947 年晶体管的原理讲起,一路走过集成电路、逻辑/存储芯片,一直到今天的 GPU 与 AI 芯片。它不只是一部技术史,更是一部关于创新如何被忽视、被压制、又最终爆发的故事集。读完这本书,我最大的感触是:我们今天在 AI 时代里看到的一切,六七十年前都以相似的方式发生过。但历史不是简单的重复,但它藏着创新最底层的逻辑——而那些逻辑,在今天依然在运转。 这期节目,我请来了《芯片简史》的作者汪波老师,与他聊了聊书里哪个故事最让他动容;他如何理解破坏性创新与创新者的窘境;以及站在这六七十年的历史面前,他怎么看 AI 的未来。 本期人物 Yaxian,「科技早知道」主播 汪波,资深芯片研究专家,科普作家,《芯片简史》作者 时间轴 [01:21] 晶体管数量 10 年翻 1000 倍?没人相信摩尔定律是真的! [08:14] 摩尔定律不是定律,是一个自我实现的预言 [08:45] 「韬定律」的质疑:它是新时代的摩尔定律吗? [16:27] 半导体的未来:更多摩尔,不止摩尔,超越摩尔 [20:07] MOS 晶体管被雪藏了十年 -- 什么是「破坏性创新」? [31:18] 大公司无法避免「创新者的窘境」吗? [36:00] 黄仁勋的口头禅:"我们的现金流只能支撑 6 个月" [37:11] AI for 半导体:芯片工程师会被替代吗? [47:57] 技术在变,人的情绪反应没有变:既不要过于乐观,也不要陷入恐慌 [50:48] 在 AI 时代,人的不可替代性在哪里 AWS 上海线下活动观众/嘉宾招募 幕后制作 监制:Yaxian 后期:迪卡 运营:George 设计:饭团 商业合作 声动活泼商业化小队,点击链接直达声动商务会客厅(https://sourl.cn/9h28kj ),也可发送邮件至 business@shengfm.cn 联系我们。 加入声动活泼 声动活泼正在招聘全职商务运营经理、早咖啡内容实习生和社群实习生,如果你也对播客行业的内容制作感兴趣,欢迎[点击招聘入口](https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh?from=from\_copylink) 关于声动活泼 「用声音碰撞世界」,声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客:声动早咖啡、声东击西、吃喝玩乐了不起、反潮流俱乐部、泡腾 VC、商业WHY酱、跳进兔子洞 、不止金钱 欢迎在即刻、微博等社交媒体上与我们互动,搜索 声动活泼 即可找到我们。 期待你给我们写邮件,邮箱地址是:ting@sheng.fm ![科技早知道](https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/81NaqVaT.jpg) 欢迎扫码添加声小音,在节目之外和我们保持联系。 Special Guest: 汪波.

    17 Jun

    •
    58 min
  • New Messages features, watchOS 27 support

    14 hr ago

    6

    New Messages features, watchOS 27 support

    Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple’s Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Sponsored by Roborock: Check out Roborock's Prime Day Sale featuring up to $1,500 off best-selling robot vacuums and wet dry vacuums, including the Saros 10R, Qrevo Edge 2, Qrevo Curv 2 Flow, and more.

    14 hr ago

    •
    6 min
  • 450: ‘Perp Walk for Selfies’, With Jason Snell

    1 day ago

    7

    450: ‘Perp Walk for Selfies’, With Jason Snell

    Jason Snell returns to the show for a look back at WWDC 2026, and a look ahead to “Designed in California”, his and Myke Hurley’s upcoming 50-episode Apple history podcast.

    1 day ago

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    2h 45m
  • EP164. 《馬斯克之書》:Musk 如何建造?連炸三枚火箭沒開除任何人、刪到極限的五步演算法|VK 科技閱讀時間

    1 day ago

    8

    EP164. 《馬斯克之書》:Musk 如何建造?連炸三枚火箭沒開除任何人、刪到極限的五步演算法|VK 科技閱讀時間

    【本集節目由 VK 科技閱讀時間 贊助播出】 準備了超過半年的新版線上課程,現在正在預購中! 這套用 NotebookLM 跟 AI 協作的工作流,從接到一個陌生題目開始,到寫成一份有觀點的內容,產出效率差不多翻了一倍以上。 去年 10 月推出過第一版 MVP,完課率 37.5%(一般線上課大概落在 10%)。新版重新做了一遍,重點放在完整工作流,搭配三個實際工作場景: 產業研究工具包(拆解一家陌生公司或一個新產業):https://pse.is/8zr6pr內容創作工具包(跟 AI 協作做內容,自己留下觀點):https://pse.is/98dsd2學術研究工具包(從零開始建立一個新領域的知識地圖):https://pse.is/98dsbu輸入折扣碼 VKFRIEND,可以再折 80 元。首波超早鳥 5 折,前 500 名加碼送 VK 精選資料來源清單。 -- 這集是《馬斯克之書》下半場,聊 Musk 怎麼建造。 2026 年 6 月 12 日,SpaceX 以 1.75 兆美元估值掛牌,成為史上最大的 IPO。但 Musk 當年給這家公司的成功機率連 10% 都不到。 為什麼連炸 3 枚 Falcon 1,他沒開除任何一個人?Model 3 量產地獄裡,一個身價數百億的 CEO 為什麼要睡在工廠地板上? 從第一性原理、三次失敗、工廠才是產品、五步演算法,一路收在他對時間的偏執:「唯一真正的貨幣是時間。」 (00:00) 業配:NotebookLM 產業研究工作流線上課程(07:54) 進入主題:馬斯克如何建造(08:38) 1.75 兆 IPO vs 10% 成功機率:一切的起點(10:34) 像物理學家一樣思考:第一性原理與電池成本(13:41) 三次失敗、最後一枚火箭:Falcon 1 的死亡覺悟(21:38) 量產地獄:一個 CEO 為什麼睡在工廠地板上(27:25) 工廠才是產品:從玩具車到 6000 噸壓鑄機(31:54) The Algorithm:刪到極限的五步演算法(35:47) 200 萬美元的玻璃纖維墊:順序做反的代價(38:28) 瘋狂急迫感:唯一的貨幣是時間(42:25) 結語:1.75 兆掛牌那天,他講最久的不是估值 -- 免費訂閱電子報:每週 3-5 篇有趣文章節錄 + 我的筆記 https://vickyho.substack.com/ 歡迎閱讀最新一期電子報:《馬斯克之書》:Elon Musk 如何建造?如何把不到 10% 的機率化作可能?https://vocus.cc/article/6a34f138fd897800015a5d71 歡迎訂閱付費內容:https://vocus.cc/salon/64e5ac47fd897800011eef80/plans/content 商業合作業面:https://reurl.cc/LnzLzX歡迎商業合作,邀約請洽: vktechread@gmail.com這是 VK 還會出沒的社群:https://linktr.ee/vk_tech Powered by Firstory Hosting

    1 day ago

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    50 min
  • #496 – FFmpeg: The Incredible Technology Behind Video on the Internet

    6 May

    9

    #496 – FFmpeg: The Incredible Technology Behind Video on the Internet

    Jean-Baptiste Kempf is lead developer of VLC and president of VideoLAN. Kieran Kunhya is a longtime FFmpeg contributor, codec engineer, and the person behind the now-infamous FFmpeg account on X. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep496-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/ffmpeg-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: FFmpeg on X: https://x.com/FFmpeg FFmpeg: https://ffmpeg.org/ VideoLAN (VLC): https://www.videolan.org/ VideoLAN on X: https://x.com/videolan Jean-Baptiste’s Website: https://jbkempf.com/ Jean-Baptiste’s LinkedIn: https://www.linkedin.com/in/jbkempf/ Jean-Baptiste’s GitHub: https://github.com/jbkempf Kieran’s X: https://x.com/kierank_ Kieran’s LinkedIn: https://bit.ly/3OORhmC Kieran’s GitHub: https://github.com/kierank SPONSORS: To support this podcast, check out our sponsors & get discounts: Larridin: Measure AI adoption in your business. Go to https://larridin.com Blitzy: AI agent for large enterprise codebases. Go to https://blitzy.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (03:00) – Sponsors, Comments, and Reflections (10:48) – Weirdest things VLC opens (15:12) – How video playback works (24:33) – Video codecs and containers (35:20) – FFmpeg explained (56:20) – Linus Torvalds (1:00:59) – Turning down millions to keep VLC ad-free (1:15:17) – FFmpeg & Google drama (1:34:31) – FFmpeg developers (1:41:08) – VLC and FFmpeg (1:45:42) – History of FFmpeg (1:48:59) – Reverse engineering codecs (2:02:14) – FFmpeg testing (2:06:21) – Assembly code (handwritten) (2:30:39) – Rust programming language (2:39:55) – FFmpeg and Libav fork (2:48:17) – Open source burnout (2:56:04) – x264 and internet video (3:09:20) – Video compression basics (3:16:17) – CIA and fake VLC (3:26:52) – Ultra low latency streaming (3:44:20) – AV2 codec and video patents (3:54:12) – VLC backdoors (4:04:27) – Video archiving (4:11:04) – Future of FFmpeg and VLC

    6 May

    •
    4h 24m
  • 145 - Why Ferrari’s EV is making petrolheads angry?

    1 day ago

    10

    145 - Why Ferrari’s EV is making petrolheads angry?

    Ferrari has finally done the unthinkable. After years of saying an electric Ferrari would never happen, the Italian marque has unveiled the Ferrari Luce, its first fully electric vehicle, its first five-seater, and one of the most controversial cars it has ever built.The reaction online has been brutal. Many Ferrari fans say it doesn’t look like a Ferrari, doesn’t sound like a Ferrari, and isn’t what the brand should stand for.But did everyone miss the point?In this episode of Let’s Talk About, Amin and Alex discuss why the Ferrari Luce was never meant to replace traditional Ferraris or appeal to hardcore petrolheads. Instead, Ferrari appears to be targeting an entirely new type of customer while using the opportunity to rethink what a premium EV can be.Is the Ferrari Luce a mistake, or is it setting the benchmark for the next generation of premium EVs? Watch the discussion and let us know what you think.

    1 day ago

    •
    1hr 4min

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