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  • Acquired
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    All-In Podcast, LLC

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  • Your Luxury Car Now Has Ads!

    3 hari lalu

    Your Luxury Car Now Has Ads!

    This week, Marques, Andrew, and David talk about the newest Spiderman x BMW collab that has everyone angry before debating whether the EU should make Apple share some features with Windows computers. Then it's all about CMF and their newest earbuds (modeled by AI models ) and a few quick hits about wearables. It's a long one this week but it was also still a fun one. Enjoy! Links: Reddit - BMW x Spiderman Ford Fathom Verge - Apple to Windows Copy-Paste MacWorld - Fitbit syncs to Apple Health CMF by Nothing Twitter Casio ring watch Keychron Twitter This episode brought to you by: Framer: https://www.framer.com/waveform Shopify: https://www.shopify.com/waveform 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 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

  • Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

    2 hari lalu

    Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

    (0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01) Airtable sells for a 90% discount: SaaSpocalypse? (1:05:56) Chinese AI labs are buying US training data to catch up Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap 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://x.com/the_ai_investor/status/2084687703707361429 https://x.com/Tesla/status/2085365278276284803

  • Disney: The Renaissance and the Empire

    19 jam lalu

    Disney: The Renaissance and the Empire

    In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled, salivating over offers to sell off the film library to MGM and offload the parks to hotel operators. But what followed instead was the greatest turnaround in media history under Michael Eisner and Frank Wells. Beauty and the Beast. The Lion King. Broadway. Bringing the Disney Vault home on VHS and DVD. And the greatest media acquisition of all time — ESPN. And then... it all almost fell apart. Again. Euro Disney turned into a money pit. Boardroom and executive infighting ran rampant. Animation descended into a dumpster fire. (Remember Chicken Little? Us neither.) Comcast — Comcast!! — tried to steal the company via a hostile takeover. Out of the chaos, a new generation of Disney management emerged under Bob Iger to stage yet another epic comeback with Pixar, Marvel and Lucasfilm, creating the defining media empire of the 21st century…until the tech companies came along. Tune in for the ultimate Acquired thrill ride: Disney, Part II. Sponsors: Many thanks to our fantastic Fall '26 Season partners: SierraSentryWorkOSAnthropicLinks: 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 Disney Part II Companion PDFWorldly Partners' Multi-Decade Disney StudyAll episode sourcesCarve Outs: Warby Parker Transitions Extra ActiveMichael Arndt's Toy Story 3 Story PresentationThe Golden State ValkyriesMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:50 Intro00:05:07 Disney in Chaos (1984)00:11:33 Eisner, Wells, Katzenberg Arrive (1984)00:24:30 Animation Renaissance & CAPS Tech (1989)00:37:33 Flywheel Extensions: Home Video, Retail & Broadway00:54:32 Challenges & ABC/ESPN Acquisition (1994-1995)01:05:55 ESPN: Disney's Accidental Goldmine01:21:26 Eisner's Decline & Save Disney Campaign (2001-2004)01:34:53 Comcast Hostile Takeover Bid (2004)01:41:58 Bob Iger's Vision & Pixar Acquisition (2005-2006)01:52:17 Pixar: From Lucasfilm to Steve Jobs (1979-1995)02:03:11 Toy Story, IPO & Eisner Conflict (1995)02:34:30 Disney Acquires Pixar (2006)02:46:37 Marvel & Lucasfilm Acquisitions (2009-2012)02:58:01 Streaming Pivot: Cord Cutting & BAMTech (2015)03:06:30 The Disney+ Strategy & FOX Acquisition (2017-2019)03:19:01 The Disney+ Launch, COVID, & Chapek's Tenure (2019-2022)03:42:15 Iger's Return, Challenges & Parks Revival (2022-2026)03:50:54 The Business Today: Parks & Streaming Focus03:59:22 Analysis: Disney+ Strategy & The New Media Landscape04:10:01 Analysis: Bull/Bear Cases04:21:20 Quintessence04:24:39 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.

  • Framework Laptops and a Robot Cleaner?

    31 Jul

    Framework Laptops and a Robot Cleaner?

    This week, Marques, Andrew, and David kick things off by talking about the new Apple leasing program. After that, they get into everything from the new Framework laptop to humanoid robot cleaning services. They wrap it all up by playing a game of Keyword Search! Enjoy. Links: DC Rainmaker - Garmin Cirqa update Apple leasing program MKBHD - Framework 13 Pro review Elektrek - Volvo discontinuing LiDAR Verge - Playstation Blackout Tau Robotics This episode brought to you by: Framer: https://www.framer.com/waveform 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 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

  • The White House’s Secret A.I. Rules + The State of Model Alignment With METR’s Chris Painter + The Final Hot Mess Express

    3 hari lalu

    The White House’s Secret A.I. Rules + The State of Model Alignment With METR’s Chris Painter + The Final Hot Mess Express

    This week, the White House announced a new framework for regulating A.I. models, but it isn’t letting the public read it. We break down what we know about the rules and what the implications are for the industry and A.I. safety as a whole.  Then, yet another report details new incidents in which A.I. agents have gone rogue. Chris Painter, the president of METR, an independent A.I. evaluation organization, joins to discuss how we get these models under control.  And finally, we're hopping on the Hot Mess Express for the very last time. We’ll rate the craziest tech headlines from the week, including Google’s announcement that Demis Hassabis is stepping into a new role.    Guests: Chris Painter, president of METR.    Additional Reading: White House Readies A.I. Framework to Review Security Risks Inside Trump's AI framework How Do You Measure an A.I. Boom? METR’s Frontier Risk Report Google Shakes Up A.I. Leadership Did an A.I. Music App Just Snitch on the Song of the Summer? This AI Assistant Wants to Make Up for Your Boyfriend’s Incompetence Google Earth’s AI deepfake tool only lasted one day US government map of Africa mislabels every country at global conference Contractor who built Colossus and Colossus II says Elon Musk owes him colossal amount of money   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.

  • What's behind the Google AI shakeup

    3 hari lalu

    What's behind the Google AI shakeup

    Google underwent a big AI shakeup this week, leaving a lot of people wondering whether there are big problems on team Gemini. David and Nilay start the show by discussing what's next for Jeff Dean and Demis Hassabis, before diving into the ways in which Google and Reddit have become existentially, problematically dependent on one another. After that, we talk through Disney's plan to turn Disney Plus into an everything app, and all the reasons we think that's a terrible idea and a sign of big problems in the streaming biz. Finally, in the lightning round, Brendan Carr is still a dummy, Snapchat wants AI out of your feed, and BMW has a Spider-Man to sell you. Further reading: The messy politics behind Google’s big AI shakeup | The Verge Google just announced a major shakeup of its top AI leadership Google Assistant will disappear from your phone next month Can Reddit fend off a new wave of AI SEO spam? Reddit is introducing a new moderator: AI  Reddit says it plans to “make changes” to old Reddit Bluesky CEO Toni Schneider wants to grow the platform and the protocol  Disney says it’s ‘exploring’ adding a free tier to Disney Plus  Disney gives TikTok creators official access to Marvel, Star Wars, and Pixar characters Despite Spider-Man: Brand New Day’s success, the MCU is on shaky ground  Disney Plus is about to go beyond streaming Paramount and WBD’s antitrust trial is set for March 2027 David Ellison promises he’s not going to ruin CNN. Almost half of HBO Max subscribers watch with ads. | The Verge Federal Communications Commission scraps limit on broadcast TV ownership SpaceX is barely Space and mostly X  SpaceX is coming for T-Mobile, AT&T and Verizon  BMW’s in-car Spider-Man ad is villain behavior  X product chief Nikita Bier is leaving after one year | The Verge Snapchat will no longer recommend ‘wholly AI-generated videos’ in its vertical video feed Snap reports 971 million monthly active users ahead of its Specs launch event on September 16th 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. 0:00 Cold Open01:05 Google AI Shakeup Explained03:24 Gemini Product Mess05:29 Demis Hassabis and the AGI Split14:06 Is Google Actually Behind?15:29 AI Overviews Fail Parade18:12 Gemini Users and Distribution20:55 Google Plus Warning Signs24:14 Reddit as Search Lifeline27:35 AI Slop and Dead Internet29:32 Google Buys Reddit Theory33:51 Reddit Earnings Reality Check35:40 Smoking Community Vibes38:20 Disney Everything App44:25 Time Spent Arms Race47:39 Free Tier and Ads52:08 Paramount Warner Deal Drama01:00:23 Brendan Carr is a Dummy01:11:51 Nikita Bier Leaves X01:13:53 SpaceX Telecom Dreams01:20:15 Snapchat Versus AI Slop01:25:26 BMW In Car Ads01:31:19 Wrap And Subscribe Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • #499 – Gary Gallagher: American Civil War, Slavery, Lincoln, Grant & Lee

    28 Jul

    #499 – Gary Gallagher: American Civil War, Slavery, Lincoln, Grant & Lee

    Gary Gallagher is a historian of the American Civil War. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep499-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/gary-gallagher-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: Gary’s UVA page: https://history.virginia.edu/people/gary-w-gallagher Gary’s Wikipedia: https://en.wikipedia.org/wiki/Gary_W._Gallagher The Confederate War (book): https://amzn.to/4yletel The Union War (book): https://amzn.to/3QT1jED Lee and His Generals in War and Memory (book): https://amzn.to/4fdrbD5 Causes Won, Lost, and Forgotten (book): https://amzn.to/4wFxk1X The Myth of the Lost Cause and Civil War History (book): https://amzn.to/4vsAogU The Great Courses – The American Civil War: https://bit.ly/4gDX3mQ SPONSORS: To support this podcast, check out our sponsors & get discounts: Upwork: Platform for hiring freelancers. Go to https://upwork.com/lex NetSuite: Business management software. Go to http://netsuite.ai/lex Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ Plaud: AI-powered note-taking devices and software. Go to https://plaud.ai/lex OUTLINE: (00:00) – Introduction (00:07) – Sponsors, Comments, and Reflections (08:36) – What caused the Civil War? (18:33) – Slavery (46:07) – Lincoln (1:01:03) – Grant vs Lee (1:09:57) – Could the Civil War have been avoided? (1:19:23) – The bloodiest war in US history (1:36:31) – How the Confederate Army could’ve won (1:57:05) – Key battles of the Civil War (2:20:07) – Best and Worst Presidents (2:34:06) – Robert E. Lee (2:53:40) – The most important battle of the Civil War (3:03:51) – The final showdown of the Civil War – Grant vs Lee (3:26:10) – Lost Cause and Confederate Monuments (3:43:37) – Extreme political division in US

  • The Walt Disney Company

    22 Jun

    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.

  • 贾扬清:我所经历的「人工智能已死」到「AI 颠覆世界」的数年巨变丨串台「声东击西」S10E24

    4 hari lalu

    贾扬清:我所经历的「人工智能已死」到「AI 颠覆世界」的数年巨变丨串台「声东击西」S10E24

    今天的节目,是与声动活泼旗下另外一档节目《声东击西》的串台,也是《声东击西》十周年的特别节目之一。 上个月,《声东击西》的主播徐涛在硅谷采访到了一位重量级的嘉宾贾扬清。贾扬清是全球最有影响力的AI科学家之一,三年前他刚刚离开阿里开始创业的时候曾经做客过我们的节目。他的第一家创业公司成立仅仅两年就出售给了英伟达。那他现在又开启了新的创业之旅,创立了第二家公司并在上周官宣。 在今天的节目中,他非常详细的讲述了十多年来,他从实验室到大厂,从硅谷的 Google,Meta 到国内的阿里的研究和工作经历,也分享了很多他在经历过一波又一波的科技浪潮后如何思考此刻的创业和AI的未来。 本期人物 贾扬清,AI 科学家、连续创业者,Intent Lab 创始人、CEO 徐涛,声动活泼联合创始人 主要话题 2005-2012 :从“人工智能已死”到开始“百花齐放” [05:34] “我本质有点像一个文科生” [08:04] 第一次听见「人工智能」时,“当时至少整个业界判定它的死亡了,大家认为人工智能是一个历史概念” [14:20] 一个各种各样观点在碰撞的阶段 [17:46] 一张快递盒送来的英伟达GPU ,一个 side project,和成为 AI 基础开源工具的 Caffe 的诞生 2013-2022 从实验室到科技巨头的押注和竞赛 [26:53] Google Brain,Facebook AI Research 与 AI 竞赛的开始 [37:56] 2016 年 AlphaGo 时刻,却离开 Google选择「乱七八糟、生机勃勃」的 Facebook [46:11] AI 领域还小,但为什么硅谷愿意为长期技术下注 [50:28] 从 Facebook 到阿里,“这个技术能不能广泛铺到所有领域中” 2022-2024 AI 的再一次惊人跃迁和浪潮中的创业机会 [01:05:05] GPT时刻,AI 的再一次跃迁 [01:12:38] 第一次创业:在 AI 淘金热中「卖铲子」 [01:17:07] 大公司的缓慢,和创业者的洞察 [01:25:35] Lepton AI 第二年实现盈利,很快被英伟达收购 2024- 公司、工作与人的重新定义 [01:32:37]被英伟达收购几个月后,二次创业的想法袭来 [01:37:56] 单个 Agent 足够聪明,一群 Agent 为什么还不是团队 [01:49:47] 当 AI 能够完成更多工作,公司需要怎样的人 [01:55:44] 当解决问题越来越快,人类还需要创造什么 [02:03:59] 从完成任务到获得信任,AI 进入社会还缺少什么 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,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 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](https://okjk.co/Qd43ia)、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 欢迎扫码添加声小音,在节目之外和我们保持联系。 Special Guest: 贾扬清.

  • 李想×罗永浩!李想的理想:通过 AI 技术,让普通人也过上富豪的生活

    13 Mei

    李想×罗永浩!李想的理想:通过 AI 技术,让普通人也过上富豪的生活

    《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:李想 今天请到的嘉宾是理想汽车的创始人——李想,我们“十字路口”开播的第一期嘉宾就是他。时隔两百多天,他完成了汽车公司转型走向 AI 和具身智能公司的阶段性工作,并带来了全新的智能产品:理想新一代的旗舰 SUV —— L9 Livis。L9 Livis 配备了理想自研的马赫 M100 芯片,还有“全球首个完全体全线控底盘”,以及 800V 主动式悬架系统。前者提供了目前量产的智能电动车当中最强的算力,算力达到了惊人的 2560 TOPS,后两者在五十万元左右的档位上,提供了百万甚至数百万元的豪车上才能享受的驾乘体验。《罗永浩的十字路口》第二十七期,我们和李想聊聊他的新旗舰 SUV,聊聊他逐渐成型的 AI + 具身智能公司,也聊聊他事业上的终极理想。 【你将听到】 00:01:48学AI是当下最重要的00:17:31聊聊具身智能00:31:46无人驾驶会影响车的销量吗?00:35:46汽车行业终极问题00:47:05关于AI的愿景和决心00:52:30关于L9 Livis01:12:41理想自研芯片01:26:27新的品牌认知01:36:46AI时代顶级人才01:46:46激进的组织调整02:03:50新能源车企出海02:15:30理想未来可能出现的危机 欢迎关注: 微博 @罗永浩的十字路口 B站 @罗永浩的十字路口 抖音 @罗永浩的十字路口 小红书 @罗永浩的十字路口 商务合作:欢迎发送邮件至 jayci_chen@163.com

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