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  • Steam Machine is Perfect-ly Divisive!

    26 Jun

    Steam Machine is Perfect-ly Divisive!

    Marques, Andrew, and David jump right into this week talking about the Slate truck and whether they think it's actually going to ship. Then they discuss the Steam Machine and whether or not gamers can actually afford it. After that, they wrap it all up with the new Meta Glasses and some trivia. Enjoy! Links: Auto Focus - Slate truck video Dave2D - Steam machine Linus Tech Tips - Building a Steam Machine Nothing 4b tweet 9to5Mac - iOS 27 RCS Beta Verge - Steam Machine released Verge - Steam Machine not subsidized Verge - Meta launches Meta Glasses 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

    26 Jun

    •
    1hr 29min
  • #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

    •
  • Formula 1

    2 Mar

    Formula 1

    Formula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-person teams spend hundreds of millions designing cars from scratch, and — as one of our listeners perfectly put it — the “Real Housewives of the Garage”, a soap opera of billionaire egos, team politics, and paddock drama that makes for incredible reality television. It's also the world's most popular annual sporting series with over 827 million fans globally — a fact that would shock most Americans, who until a recent viral Netflix series had barely heard of it. Today we tell the story of how a chaotic, deadly, and gloriously dysfunctional European racing series became one of the greatest business stories in sports. For decades, brilliant engineers and daredevil drivers dedicated their lives (and too often lost them) to a league controlled for 45 years by a single man: a former London car dealer named Bernie Ecclestone, who centralized power and extracted billions, while also undeniably single-handedly making the sport successful. Then, in a move no one saw coming, the American company Liberty Media bought the whole thing in 2017, installed a team of Fox Sports and ESPN veterans, and did what Bernie never would — professionalized it. All of a sudden famously money-losing F1 teams turned into real businesses, with the average team valuation today clocking in at an astounding $3.6 billion. Buckle up for one of our most-requested episodes: the wild story of Formula 1. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. Morgan PaymentsServiceNowVercelStatsigLinks: Sign up for email updates and vote on future episodes!The Formula by Joshua Robinson and Jonathan CleggDrive to Survive on NetflixF1 The Movie on Apple TVAdrian Newey, How to Build a CarSenna documentaryWorldly Partners' Multi-Decade Formula One StudyAll episode sourcesCarve Outs: Cirque du Soleil EchoSuper Bowl LX Mic'd UpTonalPrincess Peach: Showtime! on Nintendo SwitchDaloopa for historical financial dataMore Acquired: Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:37 Intro00:05:52 Origins of F1: Britain, Italy, and Monaco00:30:43 Bernie's Entrance00:37:42 Bernie Consolidates Power00:50:33 F1 as a Global TV Sport (Except America)01:08:08 F1's Incredible Engineering Achievements01:19:34 Senna's Crash and a New Era for Safety01:33:18 The Many Owners of F1, and Bernie's Liquidity Drama01:57:48 FOTA: The attempted breakaway series02:05:07 RedBull, Mercedes, and Reinventing the Sport02:42:33 Liberty Media buys F1 and Brings it to the Modern Era03:05:03 Drive to Survive03:26:45 Apple, TV Rights, and Success in America03:41:52 F1: The Business Today03:56:23 Analysis: Why Did F1 Work… and Was Bernie Necessary?04:05:40 7 Powers04:08:23 Bear vs. Bull Cases04:16:32 Quintessence04:20:08 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.

    2 Mar

    •
    4h 30m
  • AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

    5 days ago

    AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

    (0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union 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://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models https://x.com/PalantirTech/status/2072326189079757277 https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f https://www.google.com/finance/quote/FIG:NYSE https://x.com/DavidSacks/status/2072673187666813226 https://x.com/chamath/status/2072665199786561713 https://x.com/quxiaoyin/status/2072428278976074115 https://x.com/chamath/status/2072390507628540213 https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary https://x.com/GavinNewsom/status/2070496029280276571 https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed https://x.com/JeanneIves/status/2072165726526308719 https://polymarket.com/event/democratic-presidential-nominee-2028

    5 days ago

    •
    1hr 42min
  • Is Software Losing Its Head?

    2 days ago

    Is Software Losing Its Head?

    Seema Amble, Steven Sinofsky, and Elena Burger unpack one of the biggest questions facing enterprise software: what happens when AI agents become the primary users of software instead of humans? The conversation explores the rise of "headless" software, why APIs and agentic workflows are reshaping enterprise applications, and whether traditional SaaS products are becoming systems of record rather than systems of engagement. They discuss Salesforce's Headless 360 announcement, MCP, enterprise software architecture, and why AI may fundamentally change how businesses interact with their data. Along the way, they examine what actually makes enterprise software sticky, why replacing systems like SAP and Salesforce is harder than it appears, and where startups have the greatest opportunity as AI reshapes the software stack.   Resources: Follow Seema Amble on X: https://x.com/seema_amble Follow Steven Sinofsky on X: https://x.com/stevesi Follow Elena Burger on X: https://x.com/VirtualElena Related Reading Is Software Losing Its Head?https://a16z.com/is-software-losing-its-head/ The Death of Software? Nah.https://a16z.com/death-of-software-nah/ Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    2 days ago

    •
    1hr 1min
  • 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
  • Dario Amodei — "We are near the end of the exponential"

    13 Feb

    Dario Amodei — "We are near the end of the exponential"

    Dario Amodei thinks we are just a few years away from AGI — or as he puts it, from having “a country of geniuses in a data center”. In this episode, we discuss what to make of the scaling hypothesis in the current RL regime, why task-specific RL might lead to generalization, and how AI will diffuse throughout the economy. We also dive into Anthropic’s revenue projections, compute commitments, path to profitability, and more. Watch on YouTube; read the transcript. Sponsors * Labelbox can get you the RL tasks and environments you need. Their massive network of subject-matter experts ensures realism across domains, and their in-house tooling lets them continuously tweak task difficulty to optimize learning. Reach out at labelbox.com/dwarkesh. * Jane Street sent me another puzzle… this time, they’ve trained backdoors into 3 different language models — they want you to find the triggers. Jane Street isn’t even sure this is possible, but they’ve set aside $50,000 for the best attempts and write-ups. They’re accepting submissions until April 1st at janestreet.com/dwarkesh. * Mercury’s personal accounts make it easy to share finances with a partner, a roommate… or OpenClaw. Last week, I wanted to try OpenClaw for myself, so I used Mercury to spin up a virtual debit card with a small spend limit, and then I let my agent loose. No matter your use case, apply at mercury.com/personal-banking. Timestamps (00:00:00) - What exactly are we scaling? (00:12:36) - Is diffusion cope? (00:29:42) - Is continual learning necessary? (00:46:20) - If AGI is imminent, why not buy more compute? (00:58:49) - How will AI labs actually make profit? (01:31:19) - Will regulations destroy the boons of AGI? (01:47:41) - Why can’t China and America both have a country of geniuses in a datacenter? Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    13 Feb

    •
    2h 22m
  • #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

    23 Mar

    #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

    Jensen Huang is the co-founder and CEO of NVIDIA, the world’s most valuable company and the engine powering the AI computing revolution. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep494-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/jensen-huang-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: NVIDIA: https://nvidia.com NVIDIA on X: https://x.com/nvidia NVIDIA AI on X: https://x.com/NVIDIAAI NVIDIA on YouTube: https://youtube.com/@nvidia NVIDIA on Instagram: https://www.instagram.com/nvidia/ NVIDIA on LinkedIn: https://www.linkedin.com/company/nvidia/ NVIDIA on Facebook: https://www.facebook.com/NVIDIA/ NVIDIA on GitHub: https://github.com/NVIDIA Nemotron: https://developer.nvidia.com/nemotron SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Quo: Phone system (calls, texts, contacts) for businesses. Go to https://quo.com/lex OUTLINE: (00:00) – Introduction (00:26) – Sponsors, Comments, and Reflections (06:34) – Extreme co-design and rack-scale engineering (09:20) – How Jensen runs NVIDIA (28:41) – AI scaling laws (43:41) – Biggest blockers to AI scaling laws (45:25) – Supply chain (47:20) – Memory (53:25) – Power (58:45) – Elon and Colossus (1:02:13) – Jensen’s approach to engineering and leadership (1:07:38) – China (1:15:51) – TSMC and Taiwan (1:21:06) – NVIDIA’s moat (1:26:43) – AI data centers in space (1:30:31) – Will NVIDIA be worth $10 trillion? (1:40:40) – Leadership under pressure (1:54:26) – Video games (2:01:18) – AGI timeline (2:03:31) – Future of programming (2:17:02) – Consciousness (2:23:23) – Mortality 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

    23 Mar

    •
  • الشيخ عائض القرني سلسلة الخلفاء الراشدون 1

    31/03/2010

    الشيخ عائض القرني سلسلة الخلفاء الراشدون 1

    أبو بكر الصديق رضي الله عنه

    31/03/2010

    •
    1hr 7min
  • The Trust Gap in AI: Why Agents Need a New Certification Model ft Rajiv Dattani & David Meyer @ AIUC

    25 Jun

    The Trust Gap in AI: Why Agents Need a New Certification Model ft Rajiv Dattani & David Meyer @ AIUC

    In this episode of Security & GRC Decoded, Raj Krishnamurthy sits down with Rajiv Dattani and David Meyer from Artificial Intelligence Underwriting Company (AIUC) to explore one of the biggest unanswered questions in AI security: Can organizations actually trust AI agents? As enterprises rapidly deploy AI-powered products, copilots, and autonomous agents, traditional security assessments, compliance frameworks, and cyber insurance models are struggling to keep pace. Rajiv and David explain why insurers are beginning to exclude AI-related risks, why historical loss data no longer works in the age of AI, and how AIUC-1 was designed to become a trust and assurance framework for AI systems. The conversation explores AI certification, AI insurance, agent security testing, reliability, safety, accountability, statistical risk modeling, and the growing challenge of securing increasingly autonomous systems. Key Takeaways: Traditional cyber insurance models are struggling to underwrite AI risk because historical loss data becomes obsolete as models rapidly evolve.AIUC-1 combines governance controls, technical evaluations, and large-scale simulation testing to assess AI agent security and trustworthiness.AI assurance requires more than security controls—it must also evaluate reliability, safety, accountability, privacy, and societal impact.Statistical testing and large-scale simulations may become the foundation for measuring AI risk in probabilistic systems.The AI security community will play a critical role in shaping standards, liability models, and best practices for future AI deployments. What You’ll Learn: Why many insurance carriers are beginning to exclude AI-generated risks from cyber policiesHow AIUC-1 differs from frameworks like NIST AI RMF, OWASP LLM Top 10, and MITRE ATLASHow AI agents are tested through both black-box and white-box security evaluationsWhy reliability and hallucination risks become more important in multi-agent environmentsHow AI certification may influence future insurance pricing, risk management, and enterprise adoption This podcast is brought to you by ComplianceCow — the smarter way to manage compliance. Automate evidence collection, eliminate screenshots, and scale your program with confidence. Learn more: https://www.compliancecow.com Watch more episodes: https://www.compliancecow.com/podcast Connect With Our Guests: Rajiv Dattani | Cofounder | AIUC David Meyer | GTM | AIUC Connect on LinkedIn: https://www.linkedin.com/in/rajiv-dattani/ https://www.linkedin.com/in/david-meyer-8586b17b/ Rate, review, and share if you enjoyed the show! Subscribe to Security & GRC Decoded wherever you get your podcasts: Spotify: https://open.spotify.com/show/5pigcMwOrYIA6d9OOOsxqr?si=416b82ab5c474683 Apple Podcasts: https://podcasts.apple.com/us/podcast/security-grc-decoded/id1795144450

    25 Jun

    •
    38 min

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