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  • Nvidia just started a new chip war

    1 day ago

    1

    Nvidia just started a new chip war

    Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it's hoping to ensure it powers that new-fangled AI machine. During a big week for the PC industry, with the Computex trade show and Microsoft's Build developer conference happening simultaneously, The Verge's Sean Hollister explains what's inside the Spark, why Nvidia is taking on Apple, Intel, AMD, and the rest of the chip industry, and whether the world's most valuable company has a shot at reinventing the personal computer. Without costing a fortune. Nvidia announces RTX Spark as ‘the most efficient PC chip ever built’ This is the Microsoft Surface Laptop Ultra with Nvidia RTX Spark These are the first Nvidia RTX Spark laptops AMD’s new pitch: our old tech is so good you should just keep using it We’re also on video! Check us out on YouTube. 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

    1 day ago

    •
    27 min
  • Fitbit Air and Ferrari's Luce Fiasco

    5 days ago

    2

    Fitbit Air and Ferrari's Luce Fiasco

    This was a big week for tech aficionados. Not only do Marques, Andrew, and David dig deep on the new Fitbit Air and the Google Health app but they also discuss the new Ferrari Luce EV which has the internet in flames. After that, they talk about Marques seeing a Cybercab, Motorola being sketchy, and David accidentally bringing a disco party to Pixel devices. Links: ⁠Joanna Stern on Waveform: https://youtu.be/pF7flwZJgLA?si=mZB6w-Vi7RKiqHpm MKBHD - Fitbit Air review: https://youtu.be/9GSDvO0LFFE?si=RImb9XY4E4vHaz2n DC Rainmaker - Fitbit Air Review: https://youtu.be/Sryp2OOn9Xk?si=Aii1Q4Fv5tO4Eeh1 DesFit - Fitbit Air Review: https://youtu.be/e_uSpR_4hmg?si=TAP3vANBYuju0sOh 9to5Google - Motorola Honey Hack: https://9to5google.com/2026/05/25/motorola-amazon-app-hijacking-behavior/ Autofocus - Ferrari Luce video: https://www.youtube.com/watch?v=6Reu1WS3BhM Cleo Abram - Jony Ive x Ferrari: https://youtu.be/K-o0r2zSgCE?si=658deFPLFo5xzOg2 @GazzettaFerrari on Twitter: https://x.com/GazzettaFerrari/status/2059278602399543309 @RaceJohnson on Twitter: https://x.com/RaceJohnson/status/2055815818357940325 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 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 45min
  • OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

    1 day ago

    3

    OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

    (0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Sarah Friar: ⁠https://x.com/thefriley⁠ 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

    1 day ago

    •
    32 min
  • The Paris of the South Bay - Will WWDC 2026 Be Apple's AI Do-Over?

    1 day ago

    4

    The Paris of the South Bay - Will WWDC 2026 Be Apple's AI Do-Over?

    WWDC is happening very soon: Monday, June 9th! Will this WWDC be Apple's AI do-over? Bloomberg gives a potential look into iOS 27. Dell unveils a new XPS 13 that takes aim at Apple's MacBook Neo, albeit at a higher price point. And Amazon will seek to purchase Apple's Globalstar equity after purchasing the company earlier this year. Anticipating WWDC 2026: Apple's AI do-over?. Apple to overhaul iOS 27 Siri, AI features: Here's a first peek. First betas of iOS 26.6, macOS 26.6 arrive as WWDC draws near. Dell XPS 13 targets MacBook Neo with Intel's Wildcat Lake — $699 starting price, $599 for students. Apple to renew push for AI that runs on devices, instead of the cloud. Latest Apple Glasses leak has me way more excited for the product. Upcoming Beats headphones teased by Lamine Yamal: New design, pink colorway. Here's everything new Apple TV has coming in June. Microsoft is killing Office 2019 for Mac and iPhone, and you can't do much about it. Amazon to purchase Apple's Globalstar satellite equity in upcoming networking deal. Rivian says AI makes debate over CarPlay 'completely obsolete'. What is a Dickover? Cheaper, lighter Apple Vision Pro successor could arrive in late 2028. Picks of the Week Shelly's Pick - Marked 3 Leo's Pick: Halide Camera App Jason's Pick: Designed in California Andy's Pick: Ihnatko.com Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Shelly Brisbin Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit

    1 day ago

    •
    2h 24m
  • Bayrob

    1 day ago

    5

    Bayrob

    It started with a fake car listing on eBay. What looked like a simple online scam quietly grew, over more than a decade, into one of the most sophisticated cybercrime operations the FBI had ever traced. Custom malware. Opsec off the charts. Fleets of infected computers mining cryptocurrency for someone else. Millions of dollars siphoned from victims who had no idea. This is the story of Bayrob and the three men from Romanian who were behind it. And the long, strange road that led American investigators to their door. SponsorsSupport for this show comes from ThreatLocker®. ThreatLocker® is a Zero Trust Endpoint Protection Platform that strengthens your infrastructure from the ground up. With ThreatLocker® Allowlisting and Ringfencing™, you gain a more secure approach to blocking exploits of known and unknown vulnerabilities. ThreatLocker® provides Zero Trust control at the kernel level that enables you to allow everything you need and block everything else, including ransomware! Learn more at www.threatlocker.com. This show is sponsored by Meter, the company building networks from the ground up. Meter delivers a complete networking stack - wired, wireless, and cellular - in one solution that’s built for performance and scale. Alongside their partners, Meter designs the hardware, writes the firmware, builds the software, manages deployments, and runs support. Learn more at meter.com. This show is sponsored by Maze. Maze uses AI agents to triage and remediate cloud vulnerabilities by figuring out what’s actually exploitable, not just what’s theoretically risky. They remove the noise, prioritize vulns that matter, and manage remediation, so your team stops wasting time on meaningless vulns. Visit MazeHQ.com/darknet for more information. Support for this episode comes from NetSuite. NetSuite gives you visibility and control of your financials, planning, budgeting, and of course - inventory - so you can manage risk, get reliable forecasts, and improve margins. NetSuite helps you identify rising costs, automate your manual business processes, and see where to save money. KNOW your numbers. KNOW your business. And get to KNOW how NetSuite can be the source of truth for your entire company. Visit www.netsuite.com/darknet to learn more. This episode is sponsored by Chainguard. Chainguard builds container images the right way — minimal, hardened, and built from source every single day. We’re talking images with zero known CVEs, designed from the ground up for production. No bloat. No mystery packages. No 2 a.m. patching marathons because some transitive dependency lit up your dashboard. Stop patching images that are insecure. Start shipping clean. Head to chainguard.dev to see how secure your software supply chain can really be.

    1 day ago

    •
    1hr 37min
  • Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?

    5 days ago

    6

    Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?

    (0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse Follow Bill Gurley: https://x.com/bgurley 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.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html https://www.youtube.com/watch?v=ORFrdYSvzuw https://rdad.org https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf https://www.youtube.com/watch?v=0GaKJ4Fp2x4 https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace https://darioamodei.com/essay/machines-of-loving-grace https://x.com/chamath/status/2059850242779136031 https://x.com/vivekgaripalli/status/2059651390784344491 https://x.com/edzitron/status/2059122774401311095 https://p3institute.substack.com/p/from-open-source-software-to-open https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad https://x.com/Polymarket/status/2060034216906068131 https://x.com/savipww/status/2060070450785305030 https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108

    5 days ago

    •
    1hr 35min
  • Ferrari

    13 Apr

    7

    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
  • Vanguard

    18 May

    8

    Vanguard

    Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, on behalf of 50 million clients (including, likely, many of you). And yet Vanguard itself is essentially a communist organization — it has no shareholders, makes no profits, and operates more like REI than Fidelity. If you own a Vanguard fund, you own a piece of the firm itself. Any excess margin instead gets returned to clients in the form of lower fees, which since 1975 have added up to roughly five hundred billion dollars transferred out of Wall Street managers’ pockets and into retail investors’ savings accounts. And oh yeah, it all started as a cockamamie revenge plot by a guy who’d just been fired by his partners. Today we tell the story of communist capitalism at its finest — Vanguard. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. MorganWeAreDevelopers eventServiceNowVercelStatsigLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!Our Vanguard "episode preview" in WSJStay the Course: The Story of Vanguard and the Index Revolution by John C. BogleThe Bogle Effect by Eric BalchunasWorldly Partners' Multi-Decade Vanguard StudyWorldly Partners' Article Generational Investing: The Discipline Behind 100+x OutcomesAll episode sourcesCarve Outs: Our WSJ pieces on Ferrari and VanguardMacBook Pro M5 MaxMichael MacKelvie on YouTubeThe Super Mario Galaxy MovieBrooks Vanguard sneakersMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:41 Intro00:05:30 Jack Bogle's Early Life & Family Ruin (1929)00:12:34 Princeton Thesis & Mutual Funds Emerge (1949-1951)00:27:20 Joining Wellington Management (1951)00:30:38 The Go-Go Years & Fidelity's Ascent (1958-1965)00:40:36 Jack Takes the Reins & The Ivest Merger (1965)00:46:04 The Go-Go Bust & Jack's Crisis of Conscience (1970-1973)00:53:28 Jack is Fired: The Genesis of Vanguard (1974)01:13:03 The Journal Article That Inspired It All (1974-1976)01:35:02 Building the Fund & Early Struggles (1976-1981)01:44:32 The Rise of Indexing & Vanguard's Growth (1988-1992)01:49:06 Jack's Health & The CEO Transition (1995-1996)02:00:06 The ETF Debate & Jack's Second Firing (1999)02:24:18 The 2008 Financial Crisis: Vanguard's Moment02:30:46 The Warren Buffett Bet (2008-2019)02:41:28 Fidelity & BlackRock's Resurgence (Post-2008)02:52:04 Salim Ramji: Vanguard's First Outside CEO03:04:43 Wellington's Comeback & Mutual Ownership03:08:23 Analysis03:30:58 Quintessence03:39:35 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.

    18 May

    •
    3h 48m
  • Google I/O: Oops, All Gemini!

    22 May

    9

    Google I/O: Oops, All Gemini!

    The gang is all back together! We start things off with a generational rant from David about the state of smartphone photography before going deep into everything announced at Google I/O. Spoiler alert: it's AI. Then we wrap it all up with a new camera, marble racing, and of course trivia. Enjoy! Links: Sony tweet Verge - Gemini is in danger of going full Copilot Petapixel - Panasonic camera Jelle's Marble Run 2026 This episode brought to you by: ChefIQ Framer 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

    22 May

    •
    2h 2m
  • AI Captured the Flag - Personal AI: Productivity Superpower or Privacy Threat?

    21 hr ago

    10

    AI Captured the Flag - Personal AI: Productivity Superpower or Privacy Threat?

    AI vulnerability discovery just upended the legendary Capture the Flag competitions, leaving top hackers sidelined while algorithms dominate the scoreboard. Hear why one seasoned researcher says the entire game is over for humans. As expected, UnFiOS devices are under attack. CISA commands federal agencies to update Drupal. Can the largest botnet ever, be killed. Defender endpoint can cutoff a PC from the network. Charter Communications big account leak. Chrome moves device-bound session cookies from beta. Anthropic to release Mythos shortly. cURL and Daniel Stenberg. IBM & RedHat commit to fixing open source with AI. LOTS of terrific listener feedback this week. AI spells the end of a terrific source of training Show Notes - https://www.grc.com/sn/SN-1081-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit hoxhunt.com/securitynow zscaler.com/security material.security meter.com/securitynow

    21 hr ago

    •
    3h 20m

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