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  • More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

    3 days ago

    More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

    (0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: https://allin.com/events Follow Brad: ttps://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://polymarket.com/event/ipos-before-2027 https://x.com/thejessezhang/status/2074154325933424861 https://x.com/praveenTweets/status/2074605343439810922 https://x.com/nikesharora/status/2074802778074124434 https://x.com/nikesharora/status/2074814752174522857 https://x.com/brian_armstrong/status/2070670644577280109 https://x.com/andyfang/status/2074252174226493584 https://x.com/nikesharora/status/2074630732019036574 https://x.com/finkd/status/2075218444056707458 https://x.com/alighodsi/status/2074996561306955958 https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07 https://x.com/KurtSupeCPA/thread/2074817292550984010

    3 days ago

    •
    1hr 42min
  • Netflix is turning into YouTube

    3 days ago

    Netflix is turning into YouTube

    Netflix makes shows. And movies. And podcasts. And games. And… YouTube videos, apparently. So what even is Netflix anymore? Nilay and David have ideas. After that, they talk about Meta’s ongoing smart glasses mess, and whether Meta or anyone can make these devices work. Finally, it's time for Brendan Carr, RAMageddon, the state of X, and a dumb TV mystery. Further reading: Bloomberg: ⁠Netflix Viewers Are Abandoning Shows After One Season⁠ ⁠Of course viewers are giving up on Netflix shows ⁠ ⁠Netflix is about to host videos from BuzzFeed, Condé Nast, and other publishers⁠ ⁠Netflix Bets on Short Videos to Compete With YouTube - Business Insider⁠ ⁠Netflix's video podcast engagement numbers 'are low,' per insider⁠ ⁠Emmy Nominations List 2026: BEEF, The Diplomat, The Beast in Me, Black Rabbit, and More - Netflix Tudum⁠ ⁠If Microsoft sold off Xbox, who would even buy it?⁠ ⁠Meta is reportedly working on smart glasses that would be recording all the time ⁠ ⁠Meta’s glasses will turn off the camera if you tamper with the privacy light ⁠ ⁠Solos debuts an even lighter version of its camera-less smart glasses ⁠ ⁠Boz describes how Meta’s smart glasses facial recognition feature would work. ⁠ ⁠Another verdict on camera glasses in court: nope! ⁠ ⁠ABC tells the government to get out of its newsrooms⁠ ⁠Meta’s new Muse Image model can pull other Instagram users into AI photos ⁠ ⁠You can (and should) opt out of letting people use your Instagram posts with Meta’s AI.⁠ ⁠Are you ready for what it takes to stop ghost guns?⁠ ⁠Vizio accidentally made the best dumb TV on the market⁠ ⁠PC shipments fell for the first time in over two years thanks to RAMageddon. ⁠ ⁠A tough chart about the RAM crisis. ⁠ ⁠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. (Timestamps are approximate.) 00:01:00 Intro 00:04:00 Netflix Identity Crisis 00:08:00 Creators Versus Netflix 00:15:00 Netflix Buys YouTube Videos 00:18:00 Go90 Scale Check In 00:19:00 Netflix Should Buy Xbox 00:28:00 Smart Glasses Panopticon 00:46:00 Backlash And Offline Tech 00:49:00 Smart Glasses Without Cameras 00:55:00 FCC Chilling Effect 01:03:00 Ramageddon Price Shock 01:07:00 Regulating Ghost Guns 01:14:00 X Product Reality Check 01:20:00 Vizio Dumb TV Mystery 01:25:00 Wrap Up And Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices

    3 days ago

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    1hr 26min
  • The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

    15 hr ago

    The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

    (0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour (42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode= Follow Mati: https://x.com/mati Follow Max: https://x.com/MaxJunestrand 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/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

    15 hr ago

    •
    52 min
  • #498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

    30 Jun

    #498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

    Anthony Kaldellis is a historian of the Roman Empire and author of “The New Roman Empire”, a comprehensive history of the Byzantine Empire (Eastern Roman Empire). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep498-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/anthony-kaldellis-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: Anthony’s Books: https://amzn.to/49AX7Q1 Anthony’s Publications: https://kaldellispublications.weebly.com Anthony’s University of Chicago page: https://classics.uchicago.edu/people/anthony-kaldellis The New Roman Empire (book): https://amzn.to/3PTFTqk Streams of Gold (book): https://amzn.to/4fgRMRq Byzantium & Friends Podcast: https://byzantiumandfriends.podbean.com/ The History of Byzantium Podcast: https://thehistoryofbyzantium.com/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Upwork: Platform for hiring freelancers. Go to https://upwork.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (00:11) – Sponsors, Comments, and Reflections (08:45) – The Roman Empire and the Byzantine Empire (12:42) – 2,200 Years of Roman History (33:06) – Power, violence, and civil war (54:20) – Edict of Caracalla (1:07:17) – Crisis of the Third Century (1:21:45) – Constantine and the new Roman Empire (1:33:46) – Christianity in the Roman Empire (1:59:14) – Fall of the Western Roman Empire (2:12:11) – Eunuchs, Taxes, and Power (2:37:17) – Emperor Justinian and wars of conquest (2:54:19) – The Arab conquests (3:13:55) – Why the Roman empire survived so long (3:40:01) – Lessons from history PODCAST LINKS: – Podcast Website: https://lexfridman.com/podcast – Apple Podcasts: https://apple.co/2lwqZIr – Spotify: https://spoti.fi/2nEwCF8 – RSS: https://lexfridman.com/feed/podcast/ – Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 – Clips Channel: https://www.youtube.com/lexclips

    30 Jun

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  • #23 Bayesian Stats in Business and Marketing Analytics, with Elea McDonnel Feit

    10/09/2020

    #23 Bayesian Stats in Business and Marketing Analytics, with Elea McDonnel Feit

    If you’ve studied at a business school, you probably didn’t attend any Bayesian stats course there. Well this isn’t like that in every business schools! Elea McDonnel Feit does integrate Bayesian methods into her teaching at the business school of Drexel University, in Philadelphia, US.  Elea is an Assistant Professor of Marketing at Drexel, and in this episode she’ll tell us which methods are the most useful in marketing analytics, and why. Indeed, Elea develops data analysis methods to inform marketing decisions, such as designing new products and planning advertising campaigns. Often faced with missing, unmatched or aggregated data, she uses MCMC sampling, hierarchical models and decision theory to decipher all this. After an MS in Industrial Engineering at Lehigh University and a PhD in Marketing at the University of Michigan, Elea worked on product design at General Motors and was most recently the Executive Director of the Wharton Customer Analytics Initiative. Thanks to all these experiences, Elea loves teaching marketing analytics and Bayesian and causal inference at all levels. She even wrote the book R for Marketing Research and Analytics with Chris Chapman, at Springer Press. In summary, I think you’ll be pretty surprised by how Bayesian the world of marketing is… Our theme music is « Good Bayesian », by Baba Brinkman (feat MC Lars and Mega Ran). Check out his awesome work at https://bababrinkman.com/ ! Links from the show: Elea's website: http://eleafeit.com/R for Marketing Research and Analytics: http://r-marketing.r-forge.r-project.org/Elea's Tutorials & Online Courses: http://eleafeit.com/teaching/Elea on Twitter: https://twitter.com/eleafeitElea on GitHub: https://github.com/eleafeitTutorial on Conjoint Analysis in R: https://github.com/ksvanhorn/ART-Forum-2017-Stan-TutorialTest & Roll app: https://testandroll.shinyapps.io/testandroll/Test & Roll Paper -- Profit-Maximizing A/B Tests: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3274875Principal Stratification for Advertising Experiments: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3140631CausalImpact R package: https://google.github.io/CausalImpact/CausalImpact.htmlChapter on Data Fusion in marketing: https://link.springer.com/referenceworkentry/10.1007/978-3-319-05542-8_9-1Statistical Analysis with Missing Data (Little & Rubin): https://onlinelibrary.wiley.com/doi/book/10.1002/9781119013563R-Ladies Philly YouTube channel:

    10/09/2020

    •
    59 min
  • 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.

    22 Jun

    •
    4h 31m
  • A SOTA State-Sponsored Campaign - AI's New Superpower: Loop Engineering

    1 Jul ·  Video

    A SOTA State-Sponsored Campaign - AI's New Superpower: Loop Engineering

    AI is now uncovering and fixing thousands of hidden software bugs faster than humans can keep up, but not everyone is playing by the rules. Find out how state-sponsored attackers and careless disclosures are turning the cybersecurity playbook upside down. Win10's popularity forces another year of free updates. CISA directs all federal agencies to update their UniFi OS devices. CISA gave federal agencies "the weekend" to update Cisco devices. Australia is disturbed by a deeply compromised infrastructure provider. OpenAI introduces Daybreak-powered "Patch the Planet" initiative. Meta's employee monitoring-for-AI-training backfired badly. Script Kiddies figure out how to use AI to find vulnerabilities. AI improves with "looping", "repeating" or "iterating". A wonderful story about Kevin Mitnick. Serious hackers mistakenly left a server directory accessible Show Notes - https://www.grc.com/sn/SN-1085-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: blackhat.com/us-26 and use code TWIT XBOW.com hoxhunt.com/securitynow cohesity.com/Resilience zscaler.com/security

    1 Jul · Video

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    2h 50m
  • هجمات بوكو حرام الذكية وعودة زوكربيرغ واختبارات الصواريخ اليابانية

    1 day ago

    هجمات بوكو حرام الذكية وعودة زوكربيرغ واختبارات الصواريخ اليابانية

    في هذه الحلقة من بودكاست بازينجا، نغوص في أحدث أخبار الذكاء الاصطناعي والتطورات الاستراتيجية التي تعيد تشكيل قطاع التكنولوجيا والمحاكم. نبدأ بتفاصيل الدعوى القضائية التي رفعتها آبل ضد أوبن إي آي بتهمة سرقة أسرار تجارية.  كما نستعرض التحديات الأمنية المتصاعدة مع استخدام الجماعات المسلحة للنماذج المفتوحة في التخطيط الميداني، ومحاولات استنساخ النماذج الأميركية عبر مختبرات صينية. نغطي أيضاً صراعات الاستحواذ والتصدير في الصين، وقضايا المحاكم التي تلاحق خوارزميات ميتا، وتطورات أجهزة غوغل وآبل المعتمدة على معالجات الذكاء الاصطناعي الحديثة إلى جانب الأرباح القياسية المرتقبة لإنفيديا.  ونختتم الحلقة بأبرز تحديثات سباق الفضاء، من سرعات إنترنت ستارلينك الجديدة إلى نجاح الصين واليابان في إطلاق واستعادة صواريخ قابلة لإعادة الاستخدام. استمعوا للتفاصيل لتكونوا في قلب الحدث التقني. #أخبار_الذكاء_الاصطناعي #تكنولوجيا #بودكاست_بازينجا #آبل #أوبن_إي_آي #سبيس_إكس 🔗 روابط بازينجا الرسمية 🌐 الموقع الإلكتروني https://buzzinga.ai ▶️ يوتيوب https://www.youtube.com/@Buzzingaai 💼 لينكدإن https://www.linkedin.com/company/buzzingaai 🎵 تيك توك https://www.tiktok.com/@buzzingaai 🐦 إكس https://x.com/BuzzingaAi 📸 إنستغرام https://www.instagram.com/buzzingaai 📘 فيسبوك https://www.facebook.com/buzzingaai

    1 day ago

    •
    14 min
  • Apple Sues OpenAI For Alleged Trade Secret Theft - DTNS 5308

    18 hr ago

    Apple Sues OpenAI For Alleged Trade Secret Theft - DTNS 5308

    More than 200 economists and tech leaders signed a “We Must Act Now” letter encouraging policymakers to understand and address the AI moment, and the European Union is planning a ban of children under 13 from using social media with staged access as they get older. Starring Jason Howell and Robb Dunewood. Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

    18 hr ago

    •
    31 min
  • Do Social Media Bans Work? + A Conversation About A.I. Consciousness + Tool Time

    4 days ago

    Do Social Media Bans Work? + A Conversation About A.I. Consciousness + Tool Time

    This week, with news that the U.S. Supreme Court declined to take up Texas’ age verification law for app stores, we check in on how social media bans are going around the globe and what may be coming soon to a state near you. Then, we’re joined by Jeff Sebo, an associate professor at N.Y.U., to discuss new research into “A.I. welfare” and whether A.I. could ever become conscious. And finally, in our latest edition of Tool Time, we show each other some of the latest tech tools we’ve been experimenting with.   Guest: Jeff Sebo, associate professor and the director of the Center for Mind, Ethics, and Policy at N.Y.U.   Additional Reading: Why Social Media Bans Are Gaining Steam Four in Five Under-16s in Australia Using Social Media Despite Ban, Study Shows It Turns Out Banning Teens From Social Media Is Hard Studying A.I. Welfare Empirically A Global Workspace in Language Models   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.

    4 days ago

    •
    1hr 19min

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