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  • برق مع عبدالله السبع
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  • Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

    10 hr ago

    Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

    (0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP Thanks to our partners for making this possible! AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN Nasdaq - Industries, capital, and intelligence are converging into a single, interconnected system, and the infrastructure behind it needs to evolve just as quickly. Nasdaq was built for this moment: Powering more than 135 marketplaces and regulators globally and connecting capital to the companies shaping the future. As the innovation economy accelerates, connectivity becomes the critical asset. Nasdaq is the technology platform that makes it possible, and scalable. Learn more at https://Nasdaq.com Follow Andrew: https://x.com/andrewdfeldman Follow Robin: https://x.com/robrombach 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

    10 hr ago

    •
    1hr 4min
  • 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
  • Costco

    2 Jan

    Costco

    Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create incredible company value. For instance: Costco has the cheapest prices of any major retailer in America — and also the wealthiest customer base. They pay their hourly workers 30% above the industry norm (and give them excellent healthcare + 401k benefits) — and are almost 3x more profitable on labor than Walmart. Speaking of Walmart, Costco stocks 40x fewer SKUs than their Bentonville-based rivals — yet sells an average of 15x more volume of each. And oh yeah, practically all of Costco’s C-Suite started their careers as baggers and checkout clerks! Tune in for a mind-bending exploration of one of the world’s most iconic — and iconically unique — companies. This episode was released on August 20, 2023. Links: The Science of HittingWarren Buffett’s Costco jokeEpisode sourcesCarve Outs: Tifosi sunglassesDwells “take off everything”Jeremy Giffon on Invest Like the BestDogpatchDavid Lidsky’s great piece on Acquired in Fast Company Sponsors: Legora: https://bit.ly/acquiredlegoraVanta: https://bit.ly/acquiredvantaServiceNow: https://bit.ly/acquiredservicenow26Statsig: https://bit.ly/acquiredstatsig26 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 ‍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 Jan

    •
    2h 53m
  • Bayrob

    2 Jun

    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 Romania 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 show is sponsored by Chainguard. Chainguard provides secure open source artifacts that are built from source so engineers can be confident that what they’re using in production matches the source bit-for-bit. Chainguard’s trusted open source has minimal vulnerabilities, provable provenance, and malware-resistance by design, defending against supply chain attack risk without adding any engineering toil. Head to chainguard.dev to see how secure your software supply chain can really be.

    2 Jun

    •
    1hr 37min
  • E240|OpenAI联手PE砸下40亿美元,聊聊硅谷最火新职位FDE

    18 Jun

    E240|OpenAI联手PE砸下40亿美元,聊聊硅谷最火新职位FDE

    5月初,OpenAI成立了Deployment Company(部署公司),Anthropic也宣布与包括Blackstone在内的多家金融机构合作成立合资企业。这些顶尖模型公司,都开始押注同一种服务:不只是提供AI工具,而是深入企业内部,在具体业务场景中把AI能力真正部署起来。 这也让一个工种迅速走到台前:Forward Deployment Engineer(FDE),前线部署工程师。他们既要懂模型和技术,也要理解客户的数据、流程和业务痛点,核心任务是把AI从demo变成各个职业自己的AI-native工作流。 这期播客中,我们请到了两位一线从业者讨论FDE和部署公司。一位是Cresta FDE团队负责人Jove。Cresta为企业呼叫中心提供AI Agent,Jove从去年年初就开始扩招FDE团队。另一位是前麦肯锡咨询师、现任Invisible Technologies企业业务VP的Oliver。他从私募和咨询行业的视角,解释了为什么模型公司选择直接与PE合作,而不是依赖传统咨询公司。 我们聊了FDE这份工作的具体形态、它与Palantir早年军方部署模式的渊源,也讨论了在这波AI落地浪潮中,私募基金和咨询行业正在经历怎样的变化。 *Oliver的访谈以英文进行,在本期播客中以配音方式呈现。 【主播】 Yiwen,硅谷101特约研究员 【嘉宾】 Jove,Cresta FDE团队负责人 Oliver,Invisible Technologies企业业务VP、前麦肯锡咨询师 【你将听到】 模型公司为什么开始做部署 01:57 从DeployCo到合资企业,模型公司为什么要提供部署服务? 04:30 什么是FDE?让AI应用真正在客户企业跑起来的工程师 FDE的具体工作 07:58 应用层公司和模型公司的数据优势之争 09:18 FDE的工作现场和具体案例 12:43 FDE与Palantir的渊源:Echo和Delta团队 14:27 FDE和FDPM分工:像CTO和CEO的搭档 17:52 什么样的人最适合做FDE? 22:47 FDE会不会被AI自己取代?是长期职业还是过渡角色 私募与AI部署的重要入口 26:10 PE为什么找模型公司合作,而不是传统咨询公司 32:32 PE和私募机构选择和模型公司合作的三个核心诉求 34:08 LP为什么在推动GP做AI转型 36:04 PE工作流自动化的具体案例:AI销售助理、尽调平台、基金运营 AI如何改变咨询和企业自身 41:37 AI会代替咨询吗? 43:02 企业用AI最容易踩的两个坑:数据整合不到位、不该用AI的环节硬上AI 44:17 整合企业数据为什么比想象中难 46:19 模型能力不断发展,Agent本身会取代FDE吗? 48:14 技术专家之外的人的价值 【监制】 泓君 【后期】 Amei 【运营】 朱婕 【BGM】 Poisson d'Avril - Ludvig Moulin Rumors About Us - T. Morri Radar Focus - Blue Saga Unfinished Stories - Lennon Hutton

    18 Jun

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

    6 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

    6 days ago

    •
    1hr 42min
  • MoD

    20 Jan

    MoD

    Legion of Doom, step aside. There’s a new elite hacker group in town, and they’re calling themselves Masters of Deception (MoD). With tactics that are grittier and more sophisticated than those of the LoD, MoD has targeted high-profile entities and left an indelible mark on the internet. This is part 2 of the LoD/MoD series. Part 1 is episode 168: “LoD”. 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 Red Canary. Red Canary is a leading provider of Managed Detection and Response (MDR), helping nearly 1,000 organizations detect and stop threats before they cause harm. With a focus on accuracy across identities, endpoints, and cloud, we deliver trusted security operations and a world-class customer experience. Learn more at redcanary.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. Sources Book: Masters of Deception Book: The Hacker Crackdown https://content.time.com/time/subscriber/article/0,33009,982254-1,00.html https://www.nytimes.com/1995/01/14/nyregion/reprogramming-convicted-hacker-his-line-friends-phiber-optik-virtual-hero.html https://www.gutenberg.org/cache/epub/101/pg101-images.html https://phrack.org/issues/31/5 https://www.thisamericanlife.org/2/small-scale-sin

    20 Jan

    •
    1hr 7min
  • Outsmarting Uber: Why Bolt Wins in Europe

    2 Jul

    Outsmarting Uber: Why Bolt Wins in Europe

    What does it take to build a global mobility company from a country of just 1.3 million people? Markus Villig, founder and CEO of Bolt, joins the show to share how he scaled from Estonia to 50+ countries, navigating early scrappy days, a near-bankruptcy from expanding too fast, and the hard-won lessons behind Bolt’s capital-efficient growth. They also discuss building in Europe vs. the U.S., competing against much better-funded rivals, and why culture and ambition matter more than regulation. Finally, Markus lays out what’s next: autonomy, robotaxis, and why the future of mobility will be a hybrid of human drivers and self-driving fleets.   Resources: Find Markus on X: https://x.com/villigm Find Gabriel on X: https://x.com/GEVS94   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 Jul

    •
    41 min
  • لغات البرمجة وأطر العمل الأكثر طلبًا

    01/02/2025

    لغات البرمجة وأطر العمل الأكثر طلبًا

    في هذه الحلقة من بودكاست طويق، نستعرض أهمية البرمجة في سوق العمل السعودي المتسارع نحو التحول الرقمي، وكيف تدعم رؤية 2030 قطاع التقنية وتهيئ الفرص الواعدة للمبرمجين، سنناقش أبرز لغات البرمجة المطلوبة مثل Python وأطر العمل الشائعة مثل React.js وDjango، مع توضيح الفرق بين لغات البرمجة وأطر العمل وكيف تختار الأنسب منها، كما نقدم نصائح عملية لتعلم البرمجة، بناء المشاريع، واكتساب المهارات الإضافية مثل العمل الجماعي والحوسبة السحابية، لضمان تقدمك في عالم البرمجة.

    01/02/2025

    •
    18 min
  • WWDC26 Keynote

    8 Jun ·  Video

    WWDC26 Keynote

    Tune in to the WWDC26 keynote introducing Siri AI powered by Apple Intelligence — our most personal Siri update ever. You’ll also learn about expanded trust and safety features, and improvements to iOS 27, iPadOS 27, macOS 27, watchOS 27, visionOS 27, and tvOS 27.

    8 Jun · Video

    •
    1hr 16min

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