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

    1

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    All-In Podcast, LLC

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    3

    Acquired

    Ben Gilbert and David Rosenthal

  • The AI Daily Brief: Artificial Intelligence News and Analysis
    The AI Daily Brief: Artificial Intelligence News and Analysis

    4

    The AI Daily Brief: Artificial Intelligence News and Analysis

    Nathaniel Whittemore

  • SuperToast.ai✨
    SuperToast.ai✨

    5

    SuperToast.ai✨

    Instinct

  • Lex Fridman Podcast
    Lex Fridman Podcast

    6

    Lex Fridman Podcast

    Lex Fridman

  • The Vergecast
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    7

    The Vergecast

    The Verge

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  • There Are No Girls on the Internet
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  • MacMagazine no Ar #694: Apple vs. OpenAI, Siri AI, “Apple Glass”, evento dos novos iPhones e mais!

    -2 dias

    MacMagazine no Ar #694: Apple vs. OpenAI, Siri AI, “Apple Glass”, evento dos novos iPhones e mais!

    A dupla dinâmica Rafael Fischmann e Eduardo Marques junta-se novamente para debater os temas mais quentes desta semana no mundo Apple. No ar! [Edição: Edu Garcia] 00:00 Introdução 05:22 OpenAI classifica processo da Apple como “podre desde a raiz” e pede arquivamento 20:16 Siri AI poderá ter limites de uso e exigir assinatura, sugere Tim Cook 29:08 Supostos óculos da Apple poderão ter foco em recursos de saúde 38:39 Apple inicia preparativos para o evento de lançamento dos próximos iPhones 45:10 Apple Brasil é processada em R$300 milhões por não verificar a idade em jogos de azar 52:54 Encerramento

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

    -2 dias

    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

  • Your Luxury Car Now Has Ads!

    -3 dias

    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

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

    28/07

    #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

  • What's behind the Google AI shakeup

    -2 dias

    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

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

    -3 dias

    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.

  • Disney: The Renaissance and the Empire

    -11 h

    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.

  • Google lança Gemini Robotics 2

    -16 h

    Google lança Gemini Robotics 2

    Análise e comentário da Maria Inteligente e do Manuel Génio The Big Ones Google lança Gemini Robotics 2Blue Origin capta 10 mil milhões de dólaresSamsung bate recorde de receitas com impulso da AI Acompanhe o dia-a-dia da Maria Inteligente e o Manuel Génio no Instagram: Maria Inteligente 👉 ⁠ https://www.instagram.com/maria_inteligente/ Manuel Génio 👉 ⁠https://www.instagram.com/manuel_genio/ Podcast 100% gerado por inteligência artificial. Fonte: ⁠⁠⁠⁠⁠⁠SuperToast.pt

  • Coca-Cola

    24/11/2025

    Coca-Cola

    Coca-Cola is… sugar water. And somehow it’s also America, Christmas, summertime, friendship and happiness. Today we tell the story of how The Coca-Cola Company amazingly transmogrified a beverage into emotion in all of our collective psyches, and ALSO built one of the most incredible scale economy businesses of all-time. And oh yeah, there’s also cocaine, WW2, Mad Men, Warren Buffett, James Dean, Bill Cosby, Michael Jackson, Michael Ovitz, Steve Jobs, Bill Gates, McDonald’s and Monsanto. So cozy up to the fire with your favorite images of Santa Claus and Polar Bears and enjoy an ice-cold episode of Acquired — always delicious, always refreshing. Sponsors: Legora: https://bit.ly/acquiredlegoraVanta: https://bit.ly/acquiredvantaServiceNow: https://bit.ly/acquiredservicenow26Statsig: https://bit.ly/acquiredstatsig26Links: Sign up for email updates and vote on future episodes!The Hilltop ad / Mad Men finalePepsi Challenge commercialsPepsi’s Michael Jackson commercialsCoke’s Bill Cosby commercialsTwo liter bottles inflatingWorldly Partners’ Multi-Decade Coca-Cola StudyFor God, Country, and Coca-ColaSecret FormulaAll episode sourcesCarve Outs: SkiErgSuper Smash Bros. UltimateClaudeNike Vomero PlusHermanos Gutiérrez More Acquired! Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2026 ACQ, LLC (00:00) - Start (00:41) - Intro (05:52) - Patent Medicines & the Birth of an Industry (12:13) - Dr. John Pemberton & the "Miracle Drug" Cocaine (16:40) - Creating the Secret Formula (1886) (22:14) - Frank Robinson's Genius & the First Coupon (30:39) - Asa Candler & Building a National Brand (1890s) (39:49) - The $1 Bottling Deal: A Fortuitous Mistake (52:21) - Protecting the "Real Thing": Lawsuits & the Contour Bottle (01:03:24) - Robert Woodruff: The Boss Takes Over (1923) (01:12:06) - Creating Lifestyle Advertising & Santa Claus (01:23:58) - Standardization, Gas Stations & Early Global Growth (01:32:39) - Pepsi: The First Real Competitor Emerges (01:40:41) - World War II: The Greatest Sampling Program in History (01:49:25) - The Cola Wars Begin & the McDonald's Partnership (1950s) (02:16:10) - The Pepsi Challenge (1975) (02:32:03) - New Coke: The Worst Marketing Blunder Ever (1985) (02:59:06) - Buffett's Investment & the "Total Beverage Company" (03:27:56) - Analysis: Why Did Coca-Cola Work? (03:33:24) - 7 Powers (03:40:15) - Quintessence (03:48:21) - 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.

  • The Walt Disney Company

    22/06

    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.

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