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    All-In Podcast, LLC

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  • EP123 - 馬斯克談未來、Anthropic 上市能買嗎、蘋果認輸、ChatGPT 廣告

    4 DAYS AGO

    1

    EP123 - 馬斯克談未來、Anthropic 上市能買嗎、蘋果認輸、ChatGPT 廣告

    本集筆記與精修逐字稿:https://open.firstory.me/user/techwav/posts/cmkkmaxcj08wy01y2glrd5se7 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【天下雜誌】贊助 天下推出《2026經濟大預測》特刊與全新「Ask AI」工具,不只帶你看懂 2026 趨勢,更直接示範如何將龐大資料庫轉化為你的生產力。 👉 【科技浪聽眾專屬優惠】訂閱天下 3 個月 +《2026全球大趨勢》特刊 + Ask AI 功能: https://bit.ly/4pqvLRG --- 00:00 天下雜誌 01:55 本周新聞 07:08 Opus 4.5 16:49 Claude Cowork 19:49 Anthropic IPO? 28:23 蘋果認輸了 37:16 ChatGPT 廣告 43:32 馬斯克上 Moonshot 51:11 哈利談未來   --- 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

    4 days ago

    •
    1h 8m
  • Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

    1 DAY AGO

    2

    Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

    (0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What SaaS adoption looks like in the age of AI Follow Satya: https://x.com/satyanadella 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

    •
    32 min
  • E221|聊聊CES与中国品牌出海:我们真的需要人形机器人吗?

    3 DAYS AGO

    3

    E221|聊聊CES与中国品牌出海:我们真的需要人形机器人吗?

    https://imagev2.xmcdn.com/storages/a723-audiofreehighqps/B7/79/GAqhfD0NByqOAAHpNQRBU__s.jpg 今年拉斯维加斯国际消费电子展上,人形机器人再次成为焦点——舞狮、打拳击、后空翻、打乒乓球,各种炫技的Demo,将“科技春晚”氛围拉满。但如果你期待的是泛化能力的突破,那么今年的展或许不会给你太多惊艳。 本期播客是机器人特辑的延续,此前我们探讨过许多关于机器人泛化的前沿探索,今天我们掉过头来,追问一个更根本的问题:我们真的需要人形机器人吗? 本期嘉宾傅盛认为,人形机器人硬件并不遵循“摩尔定律”,靠堆料实现的性能很难走向商业场景,更谈不上有意义的量产。真正能落地的机器人,往往是从具体的场景中逐步迭代、打磨“生长”出来的,而非一开始就追求通用性和完美形态。 尽管这次CES展会上,机器人“泛化时刻”尚未迎来曙光,但我们看到的是,中国品牌以更成熟、更国际化的姿态占据了全球消费电子舞台的中央。而对于众多探索出海的中国机器人企业来说,美国仍然是那个最理想的市场,所以我们的嘉宾们也用亲身经历给出海者提出了几点建议。 【主播】 泓君,硅谷101创始人,播客主理人 【嘉宾】 傅盛,猎豹移动董事长兼CEO,猎户星空董事长 硅谷徐老师,Gen Gigital首席AI和创新官,连续创业者 【你将听到】 00:40 Consensus Hong Kong 2026 CES现场观察与机器人热潮反思 02:26 CES第一感受:“宛如深圳展” 03:42 Boston Dynamics展位火爆,但量产计划是否能落地? 07:06 为什么放弃人形机器人? 10:17 Demo虽精彩,难以体现泛化能力 11:51 机器人的形态:“一步到位”还是“逐渐生长”? 16:13 热潮反思:“宁可错判,不能错过”? 19:26 CES惊艳瞬间:Sharpa灵巧手折纸风车的超级长程任务表现 人形机器人的商业化难题 23:42 成本拆解:电机、减速器、关节等机械部件占大部分 26:24 硬件寿命有限,缺乏产业链支持,阻碍人形机器人落地 30:08 垂直场景机器人(如餐厅递送)落地核心挑战是可靠性 34:13 国外为什么没有酒店做机器人送餐? 机器人出海与中美文化差异 35:27 中国厂商凭快速产品化能力闯入美国市场 36:22 商业化关键:在成本约束下打磨可靠性 38:03 机器人出海首选美国,大客户销售难点在改变“流程” 41:13 从CES看中国厂商的变化:从人海战术到品牌感提升 46:50 给出海者的建议:理解和尊重当地市场渠道 47:43 从川普第一次下架Tiktok失败,看美国商业社会的“关系学” 51:31 切勿滥用投机思维,尊重渠道商利益,建立长期信任 54:54 机器人发展路径探讨:探索泛化v.s商业落地 【Consensus Hong Kong 2026】 2026年2月10至12日,Consensus Hong Kong(香港共识大会)将回归香港。届时,来自100多个国家和地区的6,000 余家企业和机构的代表,将与各国的监管者、政策制定者、数字资产和前沿科技的投资者、行业领袖、一线的从业者、还有区块链技术开发者将汇聚一堂。 由CoinDesk主办的Consensus大会是金融科技、区块链、数字资产和 Web3领域全球最大且历史最悠久的行业峰会。今年的会议还增加了AI 与机器人的相关议题,探讨AI、机器人与区块链技术结合在推动全球创新中的可能性。 如果你也有兴趣参与到香港Consensus大会 (https://sourl.co/Xvmd3Y)中,欢迎点击购票链接 (https://sourl.co/GebTEi)输入「THEVALLEY」获得硅谷101专属折扣。 【监制】 泓君 【后期】 AMEI 【运营】 朱婕 【BGM】 Ruffles and Rust - Fabien Tell Paradigm Shift - Gavin Luke Lost in Time - Aiyo 【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 Guests: 傅盛 and 徐皞.

    3 days ago

    •
    59 min
  • 10 Years of Acquired (with Michael Lewis)

    15/12/2025

    4

    10 Years of Acquired (with Michael Lewis)

    Why has Acquired — seemingly against all odds — “worked”? It's a puzzling question: episodes are four hours long, they come out infrequently, and they usually don’t have guests or video. Hardly the standard-issue playbook for podcasting success! And yet well over a million smart, curious and exceedingly busy humans share their (your!) valuable time with us every month. Why? This is the exact paradox that has been rolling around in the head of Michael Lewis (yes, that Michael Lewis) since he found the show earlier this year. So we asked Michael to be our guest "interlocutor" and share what he thinks is going on here, while we share ten lessons we've stolen (graciously) from companies we've studied and brought into Acquired itself. He takes us through the entire Acquired journey: how we started, why we've never hired anyone or raised money, how we pick episodes, what our business model actually is, why we focus on quality and enjoyment over maximizing enterprise value, and ultimately why we’re all — you, him, us — kindred spirits together. Oh, and just for fun, we recorded this episode where another special journey began — the garage where Google was founded. Thank you for an incredible decade together… here's to the next one! Sponsors: Many thanks to our fantastic Fall ‘25 Season partners: J.P. Morgan Payments (you can watch our full show with them at AWS re:Invent here!)WorkOSSentryShopifyThank-yous: First, to Google for loaning us the garage. The sawhorse table desk, PC and CRT monitor on display in the background were all Google originals courtesy of the Google Founders Collection at the Computer History Museum. So cool!Second, to our friends at Shep Films for helping us seriously up our game on production quality this episode!Our Favorite Michael Lewis Books: Home GameMoneyballLiar’s PokerThe Blind SideThe Undoing Project (as referenced by Michael in the beginning, about Daniel Kahneman and Amos Tversky)Carve Outs: Books: The Name of the Wind by Patrick RothfussScience, the Endless Frontier by Vannevar BushLast Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase by Duff McDonaldThe Art of Spending Money by Morgan HouselEmperors of Chocolate by Joel Glenn BrennerMorris Chang's AutobiographyPodcasts: Against the RulesRevisionist HistorySmartLessThe DailyThe Bill Simmons PodcastGraham Duncan on Invest Like the BestGlue GuysVideo: Jay KellyThe RehearsalDoug DeMuroTiresF1 The MovieAndorFalloutSeveranceSiloVideo Games: Sea of StarsKirby and the Forgotten LandProducts: ARTEZA Rollerball Pen 0.7mm FineRotring 800 Mechanical PencilFujifilm X100VIUniqlo Socks!On Running ShoesRimowa LuggageParenting: Guided Access on iPadToy StorySlumberPodBluey Experience in NYCMore Acquired: Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍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.

    15/12/2025

    •
    2h 48m
  • How BYD beat Tesla

    3 DAYS AGO

    5

    How BYD beat Tesla

    There’s a new biggest name in EVs, and if you live in the US, you pretty much can’t buy one. But before we get to that, we have some stuff to catch up on: The Verge's Hayden Field joins us for a round of “Big Deal Medium Deal Small Deal” with some AI news, from the launch of ChatGPT Health to the recent viral moment for Claude Code. After that, The Verge’s Andy Hawkins joins the show to explain how BYD recently eclipsed Tesla as the world’s largest seller of electric vehicles, what makes its cars so desirable, and when you, too, might be able to buy a Dolphin Surf. Finally, David tackles a question from the Vergecast Hotline (call 866-VERGE11 or email vergecast@theverge.com!) about giving your kids iPads instead of iPhones, and whether all screen time is created equal. Further reading: Car influencers love Chinese EVs — and China loves them back Tesla’s fourth quarter sales fell a lot more than expected From Inside EVs: A Guide To BYD, The Chinese Automaker That Just Surpassed Tesla Anthropic wants you to use Claude to ‘Cowork’ in latest AI agent push Anthropic shakes up C-suite to expand its internal incubator OpenAI launches ChatGPT Health, encouraging users to connect their medical records Google brings buy buttons to Gemini and AI search Grok is undressing children — can the law stop it? Google is taking over your Gmail inbox with AI 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

    3 days ago

    •
    1h 19m
  • CES 2026 Actually Has Some Bangers?

    9 JAN

    6

    CES 2026 Actually Has Some Bangers?

    We're back! After a nice long holiday break we're back with 2.5 hours of complete chaos. We start off with a few quick updates before getting into everything from the new Pickle AR glasses that were announced to holograms and the Clicks communicators. Then we make our predictions for what we think is going to happen this. Enjoy! Shop the merch: https://shop.mkbhd.com Links: 9to5Google - Pixel at a glance toggle off Notebookcheck - Zenfone is no more Pickle Glasses Verge - Lego smart bricks Verge - UGreen AI NAS Engadget - 41-inch inkposter Verge - Corsair streamdeck keyboard Verge - Razer AI hologram Verge - Samsung timeless frame Ultrasonic's chef knife Clicks Power Keyboard and Communicator This episode brought to you by: Framer - www.framer.com/wave Rubrik - www.rubrik.com Shopify - www.shopify.com/wave Zapier - www.zapier.com/wave Music provided by: Epidemic Sound Social: Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Hosts: 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 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

    9 Jan

    •
    2h 34m
  • Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

    14 HR AGO

    7

    Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

    (0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The China Threat, globalization strategy (39:12) America's entrepreneurial AI outlook Follow Michael: https://x.com/MichaelKratsios Follow Maria: https://x.com/MariaBartiromo 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

    14 hr ago

    •
    48 min
  • Phones Will Cost More, but This Camera Is Free?

    16 JAN

    8

    Phones Will Cost More, but This Camera Is Free?

    In this week's episode the cast is joined by Mariah Zenk and we discuss a phone that feels more like a camera than a phone, why a certain Fuji camera is being given away, everything is a subscription, and we wrap up the episode by explaining some non-tech news in tech terms. Enjoy! Shop the merch: https://shop.mkbhd.com Links: Apple Creator Studio Carl Pei's Tweet Free Fuji X half This Episode is brought to you by: Monarch: https://www.monarch.com/ Shopify: www.shopify.com/waveform Music provided by: Epidemic Sound Social: Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Hosts: 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/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

    16 Jan

    •
    1h 25m
  • EP122 - NVIDIA 發表的自駕車跟特斯拉不能比?下一代的 AI 晶片來了!提升效能的關鍵是什麽?

    12 JAN

    9

    EP122 - NVIDIA 發表的自駕車跟特斯拉不能比?下一代的 AI 晶片來了!提升效能的關鍵是什麽?

    本集筆記與精修逐字稿:https://open.firstory.me/user/techwav/posts/cmkam0hkv087101u7f2lbfmry 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【NordVPN】贊助 現在只要點專屬連結,不僅可以獲得30天無條件退費,購買獨家優惠方案還加贈四個月!快點擊以下連結吧~! 專屬連結:https://nordvpn.com/techwave 專屬優惠碼:「techwave」 --- 00:00 NordVPN 02:07 開場 06:30 Vera Rubin 08:44 NVFP4 13:09 硬體加速的自適應壓縮 19:34 Context Storage 26:59 Extreme co-design 32:33 Alpamayo 42:11 NVIDIA的安卓策略 45:36 特斯拉是否受到威脅 --- 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 Powered by Firstory Hosting

    12 Jan

    •
    1h 2m
  • Ep. 388: What’s Worrying Jon Haidt Now? + Should You Buy a Landline? (Cal just did…)

    4 DAYS AGO

    10

    Ep. 388: What’s Worrying Jon Haidt Now? + Should You Buy a Landline? (Cal just did…)

    Despite some initial skepticism, Jonathan Haidt’s crusade against kids using smartphones has been more or less completely vindicated. Which got us thinking: what’s he worried about next? In the ideas segment, Cal looks closer at three new technological harms that Haidt has begun sounding the alarm about. Then, in the practices segment, he details a somewhat eccentric technology strategy that he and his wife have deployed in their own home to keep their kids away from smartphones.  Below are the questions covered in today's episode (with their timestamps). Get your questions answered by Cal! Here’s the link: bit.ly/3U3sTvo Video from today’s episode: youtube.com/calnewportmedia IDEAS SEGMENT: What’s worrying Jon Haidt? [0:04] PRACTICES SEGMENT: Should you buy a landline (Cal just did…) [50:44] QUESTIONS AND COMMENTS: Can we put the social media and video game genies back in their lamp? [1:08:55]Can an artist avoid using social media? [1:13:01]Cal responds to comments [1:16:33]WHAT CAL’S READING: Cal gives his weekly reading update [1:19:31] 20th Century Fox (Scott Eyman) In the Shadow of Man (Jane Goodall) Links: Buy Cal’s latest book, “Slow Productivity” at calnewport.com/slow Get a signed copy of Cal’s “Slow Productivity” at peoplesbooktakoma.com/event/cal-newport/ Cal’s monthly book directory: bramses.notion.site/059db2641def4a88988b4d2cee4657ba? docs.google.com/document/d/1w-HOfseF2wF9YIpXwUUtP65-olnkPyWcgF5BiAtBEy0/edit?tab=t.0 x.com/kevinroose/status/2001464352491311196 afterbabel.com/p/smartphone-gambling-is-a-disaster fanduel.com afterbabel.com/p/its-not-just-a-game-anymore afterbabel.com/p/dont-give-your-child-an-ai-companion futurism.com/artificial-intelligence/ai-toys-danger instagram.com/reel/DO_7TzvEkzO/?hl=en tincan.kids punkt.ch/products/mp02-4g-minimalist-phone aliexpress.us/item/3256810412310495.html nintendo.com/us/store/products/nintendo-switch-lite-turquoise Thanks to our Sponsors:  1password.com/deep cozyearth.com (Use code “DEEP”) notion.com/cal calderalab.com/deep Thanks to Jesse Miller for production, Jay Kerstens for the intro music, and Mark Miles for mastering. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    4 days ago

    •
    1h 24m

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