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    Ben Gilbert and David Rosenthal

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  • SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

    1 DAY AGO

    1

    SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

    (0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people 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.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges https://polymarket.com/event/will-spacex-acquire-cursor https://polymarket.com/event/spacex-ipo-by https://x.com/ttunguz/status/2046815725285945820 https://x.com/elonmusk/status/2032201568335044978 https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22 https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia https://x.com/Benioff/status/2044981547267395620 https://www.apple.com/leadership/john-ternus https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness https://polymarket.com/event/next-ceo-of-apple https://x.com/joecarlsonshow/status/2046349686253265302 https://x.com/nickshirleyy/status/2043756610955423782 https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and https://www.justice.gov/opa/media/1437146/dl https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege https://x.com/nickshirleyy/status/2043756610955423782 https://www.nature.com/articles/s41591-026-04342-5

    1 day ago

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    1hr 31min
  • Tim Cooked and Now it's John's Ternus!

    2 DAYS AGO

    2

    Tim Cooked and Now it's John's Ternus!

    This week, Marques and David are steering the ship while Andrew is out. So much happened including Tim Cook stepping down as CEO of Apple, Pixel laptop rumors, and Steph Curry kind of leaking the new Fitbit wearable. Of course, we wrap it all up with trivia. It's a fun one! Links: Verge - YouTube turning off Shorts Android Authority - Nothing statement about Warp Apple Newsroom Tim Cook steps down Verge - Huawei Pura X Max 9to5Mac - New iPhone colors rumor 9to5Mac - Pixel laptop and Pixel glow 9to5Google - Nothing deleted AirDrop competitor TechCrunch - Motorola sues creators This episode brought to you by: Framer: https://www.framer.com/waveform Hostinger: https://www.hostinger.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

    2 days ago

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    1hr 28min
  • Ferrari

    13 APR

    3

    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

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    3h 59m
  • Tarjeteros

    5 DAYS AGO

    4

    Tarjeteros

    In the streets of the Dominican Republic, a new economy thrives in the shadows. It’s built not on tourism or sugar, but on stolen data. They call them tarjeteros. And they are making a lot of money from stolen credit cards. This is a story about one group of tarjeteros who came to the US, and let loose on New York city. 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 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 show comes from Privacy.com. Privacy allows you to create virtual spending cards instantly to use for purchases. Get your $5 sign-up bonus at privacy.com/darknet. You can use it on your first purchase! Privacy has a free plan with no transaction fees for domestic purchases. Protect your financial identity online with virtual cards.

    5 days ago

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    38 min
  • Can we preserve knowledge … forever?

    2 DAYS AGO

    5

    Can we preserve knowledge … forever?

    Information feels more accessible than ever, but the ways we store data are surprisingly fragile. Can we save anything forever? This hour, TED speakers explore preserving our past, present and future. Guests include game designer CM Ralph, digital librarian Brewster Kayle, molecular biologist Dina Zielinksi and archeologist Chris Fisher. Original air date: January 27, 2023 TED Radio Hour+ listeners now get access to bonus episodes, with more ideas from TED speakers and deeper conversations with Manoush. By signing up for Plus, you directly support our work and public media, so all your episodes (like this one!) come to you without sponsor breaks. Learn more at plus.npr.org/ted. See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences. NPR Privacy Policy

    2 days ago

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    50 min
  • OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

    17 APR

    6

    OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

    (0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2 Apply for Summit 2026: https://allin.com/events Follow Travis: https://x.com/travisk 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.texastribune.org/2025/01/22/austin-texas-rents-falling https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html https://polymarket.com/event/gpt-5pt5-released-on https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982 https://x.com/RihardJarc/status/2044725910566220095 https://x.com/RoundtableSpace/status/2041897604708233650 https://x.com/chamath/status/2043811625967530056 https://x.com/pmarca/status/2042742413098450998 https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0 https://x.com/zerohedge/status/2043520934930239860 https://x.com/APompliano/status/2041946174677217733 https://x.com/IAPolls2022/status/2041589297489305717 https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009 https://x.com/great_martis/status/2044454944808571015 https://x.com/GlobalMktObserv/status/2044059352466690501 https://x.com/mattcerminaro/status/2044546097230626819 https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517 https://x.com/JoeBiden/status/1815080881981190320 https://x.com/TimRunsHisMouth/status/1815088017847333273 https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation

    17 Apr

    •
    1hr 31min
  • بودكاست 2043 | القواعد الجديدة لبناء الشركات في عصر الذكاء الاصطناعي مع محمد فهمي

    2 DAYS AGO

    7

    بودكاست 2043 | القواعد الجديدة لبناء الشركات في عصر الذكاء الاصطناعي مع محمد فهمي

    ،#podcast2043 في حلقة جديدة من .بنستضيف محمد فهمي اللي يشاركنا خبرته في عالم الشركات الناشئة والبيزنس بنتناقش في واحدة من أكبر التحديات اللي بتواجه أي رائد أعمال: إمتى تركز على النمو السريع وإمتى يكون اهتمامك الربحية؟ محمد فهمي بيوضح لنا الأخطاء الشائعة اللي بتقع فيها الشركات وهي بتحاول تتوسع، وليه النمو بدون تخطيط ممكن يكون هو السبب في النهاية. وبناقش إزاي تبني نموذج عمل مستدام يقدر يواجه تقلبات السوق  .ويحقق نجاح حقيقي على المدى الطويل   In this episode of #podcast2043, we host Mohamed Fahmy, who shares his extensive experience in the world of startups and business. We discuss one of the greatest challenges facing any entrepreneur: when to focus on rapid growth and when to prioritize profitability. Mohamed explains the common mistakes companies make while scaling and why growth without planning can lead to their downfall. We also discuss how to build a sustainable business model that can withstand market fluctuations and achieve true long-term success. Follow us :  https://www.facebook.com/TPPnetwork.FB  https://www.instagram.com/tpp.network  https://www.tiktok.com/@tpp.network 00:00:00 المقدمة 00:02:07 هل نحن نفهم فعلاً ما يحدث في عالم التكنولوجيا اليوم؟ 00:02:28 ذكريات 35 سنة من العمل المشترك وبدايات العمل في IBM 00:03:10 حقيقة نسب نجاح تطبيقات الذكاء الاصطناعي في الشركات (دراسات ماكنزي وجارتنر) 00:04:47 الفرق بين "التحول الرقمي" (Digital Transformation) و"تبني" الذكاء الاصطناعي (AI Adoption) 00:06:56 خطر "المروجين" (Promoters) مقابل "المستخدمين" في نشر معلومات مضللة 00:15:16 تطبيقات البيانات في قطاع الطاقة الشمسية وتوليد الطاقة 00:17:48 العلاقة بين إنترنت الأشياء (IoT)، الذكاء الاصطناعي، والبلوكشين 00:25:14 المشكلات التي يواجهها الموظفون داخل الشركات (The Corporate Employee Dilemma) 00:30:48 أهمية جودة السؤال (Prompt Engineering) في الحصول على نتائج صحيحة 00:31:52 دور المحكم في التوفيق بين الإدارة وأقسام التكنولوجيا حول جدوى الذكاء الاصطناعي 00:44:26 تأثير التكنولوجيا على حياة الشركات واستمراريتها 00:48:42 لماذا فشلت شركات كبرى مثل كوداك ونوكيا في مواكبة التطور؟ 00:56:01 أهمية وجود "خارطة طريق" (Blueprint) لاستخدام التكنولوجيا داخل الشركة 00:58:20 كيفية حساب العائد على الاستثمار (ROI) لعمليات الذكاء الاصطناعي 01:03:41 نصائح المستشارين وأهمية "حالات الاستخدام" (Use Cases) 01:09:28 مستويات تبني التكنولوجيا: الأفراد، الشركات، المجتمع، والحكومة 01:17:18 دور الحكومة في دعم التكنولوجيا (مثال محطات شحن السيارات الكهربائية) 01:23:02 دراسة حالة على 20 شركة: كيف يستخدم الموظفون الذكاء الاصطناعي فعلياً؟ 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

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    1hr 29min
  • The problem with AI

    7 APR

    8

    The problem with AI

    Can we trust AI? Its answers are not always correct. And it only knows what it's been trained on, so some of its responses can contain bias. Tech experts offer us some solutions. Also this week: digital twinning is helping the restoration of a three hundred year old palace. And the joy of mundane video gaming! Presenter: Shiona McCallum Producer: Tom Quinn (Image: A person is typing on a laptop computer. Digital icons for AI, ticks (checkmarks) and warning signs float above the keyboard. Credit: Getty Images)

    7 Apr

    •
    26 min
  • Naval’s $500 VC fund, the Maduro Polymarket scandal, and NYT defends theft and murder | E2280

    1 DAY AGO

    9

    Naval’s $500 VC fund, the Maduro Polymarket scandal, and NYT defends theft and murder | E2280

    This Week In Startups is made possible by: Northwest Registered Agent - https://northwestregisteredagent.com/twist LinkedIn Jobs - https://LinkedIn.com/twist Today’s show: It’s a News and Off-Duty weekend roundup! AngelList’s USVC fund is open to anyone with $500, but it’s getting pushback on social media. Do the critics have a point? A Special Forces soldier made $409K betting on the military’s capture of Venezuelan leader Nicolas Maduro. Is the world just a big casino now? And a NYT podcast defends shoplifting and explores “social murder.” Find out why Jason says they crossed the line. Plus: Why you should teach your kids about investment and more, Off-Duty streaming and book recommendations. Related Links USVC: https://usvc.com/ AngelList: https://www.angellist.com/ Naval Ravikant on X: https://x.com/naval “Don’t Listen to the Peanut Gallery; USVC is a Watershed Moment” by Hari Raghavan: https://x.com/haridigresses/status/2047503944839016681 @Covered_Call USVC tweet: https://x.com/covered_call/status/2047020060900733306 Forge Global: https://forgeglobal.com/ Calm: https://www.calm.com/ Full DOJ indictment of Gannon Ken Van Dyke: https://www.justice.gov/opa/pr/us-soldier-charged-using-classified-information-profit-prediction-market-bets NYT “The Opinions” podcast: “The Rich Don’t Play by the Rules. So Why Should I?” https://www.nytimes.com/video/opinion/100000010849055/the-rich-dont-play-by-the-rules-so-why-should-i.html Hasn Piker on Twitch: https://www.twitch.tv/hasanabi New Yorker: Jia Tolentino: https://www.newyorker.com/contributors/jia-tolentino NYT: Nadja Spiegelman: https://www.nytimes.com/by/nadja-spiegelman Jia Tolentino on X: https://x.com/jiatolentino Garry Kasparov on X: https://x.com/kasparov63 Prof G Media: https://www.profgmedia.com/ Kids Investment Club: https://www.kidsinvestmentclub.com/ Time stamps:0:00 Intro 1:18 Naval's $500 VC Fund Explained 5:54 Should You Trust Critics With 2K Followers? 7:21 Learn By Betting — Jason's Philosophy 10:10 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://www.northwestregisteredagent.com/twist 12:30 The Maduro Polymarket Scandal 13:28 Should the Military Bet on Missions? 19:55 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist 29:32 NYT Defends Theft & "Social Murder" 30:28 There Is No Moral Equivalence 33:41 The Nepo Baby Behind the Article 35:42 Prof G's "Resist & Unsubscribe" Movement 37:54 Walk The Walk — Hasan, Bernie & Performative Outrage 44:49 Teaching Kids About Money 48:21 The Rich Get Richer & The Poor Stay Poor Off Duty Recommendations “The Complete Maus” by Art Spiegelman: https://www.amazon.com/Complete-Maus-Art-Spiegelman/dp/0679406417 “Thinking in Bets” by Annie Duke: https://www.amazon.com/Thinking-Bets-Making-Smarter-Decisions/dp/0735216355 “Queen of Chess” trailer: https://www.youtube.com/watch?v=8pmJgtLKBXg Greenlight app: https://greenlight.com/ Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis v Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

    1 day ago

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    50 min
  • الذكاء الاصطناعي والتعليم - AI and Education

    21/10/2025

    10

    الذكاء الاصطناعي والتعليم - AI and Education

    في العالم العربي، التعليم بيمرّ بمرحلة مفصلية... مش بس بسبب التكنولوجيا، لكن بسبب الذكاء الاصطناعي اللي بيغيّر شكل التعلّم من الأساس. في الحلقة دي من بودكاست ذكاء مش اصطناعي، بنستضيف د. أنس النجداوي مدير جامعة أبوظبي في دبي وأستاذ مشارك في نظم المعلومات الإدارية، والخبير في تطوير التعليم الجامعي، ونتكلم معاه عن التحولات اللي بتحصل لما الذكاء الاصطناعي يدخل قاعات الجامعات. هنناقش: هل الجامعات العربية جاهزة فعلاً للذكاء الاصطناعي؟ إزاي بيتغيّر دور الأستاذ والطالب؟ وهل الذكاء الاصطناعي هيعلّمنا نكون أذكى… ولا هيخلينا نعتمد عليه أكتر؟ حلقة مليانة أمثلة واقعية من المنطقة، ونقاشات بتفتح أسئلة عن مستقبل التعليم والمهارات اللي لازم نبدأ نعلّمها النهارده قبل بكرة. Education in the Arab world is changing — fast. Not just because of technology, but because artificial intelligence is rewriting how we learn. In this episode of Zakaa Mesh Estenai, we sit down with Dr. Anas Najdawi, an expert in higher education development, to explore how AI is reshaping universities across the region. We ask: Are Arab universities truly ready for AI? How is the role of professors and students evolving? Will AI make us smarter — or more dependent? A powerful conversation filled with regional insights, real examples, and bold questions about the future of learning in the age of A

    21/10/2025

    •
    1hr 27min

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Select a country or region

Africa, Middle East, and India

  • Algeria
  • Angola
  • Armenia
  • Azerbaijan
  • Bahrain
  • Benin
  • Botswana
  • Burkina Faso
  • Cameroun
  • Cape Verde
  • Chad
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  • Guinea-Bissau
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  • Kuwait
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  • Liberia
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  • Madagascar
  • Malawi
  • Mali
  • Mauritania
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  • Qatar
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  • Seychelles
  • Sierra Leone
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  • Sri Lanka
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Europe

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  • Latvia
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