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    All-In Podcast, LLC

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    Lex Fridman

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    罗永浩的十字路口

    罗永浩的十字路口

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  • E224|深度拆解Clawdbot,为何它能成为2026年第一个现象级产品?

    1 DAY AGO

    1

    E224|深度拆解Clawdbot,为何它能成为2026年第一个现象级产品?

    AI正在冲出浏览器,走向了接管电脑权限、主动为人打工的新阶段,为了它,你得买台Mac mini? GitHub星标数几天内突破14万,社交媒体上全网刷屏,甚至直接带火了Mac mini的销量,Clawdbot成了2026“AI Agent爆发元年”第一个现象级产品。它不再是冷冰冰的聊天框,而是一个住在你电脑里、甚至能在AI“朋友圈”(Moltbook)里社交的“数字生命”。 Clawdbot的“活人感“来自哪里?那些让人“上头”的Agent功能,在真实工作流中到底能实现什么?把电脑权限交给AI,到底是在请“管家”还是请“黑客”?未来的Agent硬件形态会是什么样?我们真的需要给Agent配一台独立计算机吗? 本期播客,我们邀请了三位嘉宾,分别代表了用户侧、软件算法侧和硬件侧三个方向,希望全方位拆解Clawdbot的底层逻辑,以及它对2026年AI行业产生的深远影响。 【主播】 刘一鸣,硅谷101特约研究员 【嘉宾】 知县,北京大学计算机系本硕,AI爱好者和社区项目OwliaBot builder,X handle@zhixianio 华祯豪Troy,EverMind VP,负责技术生态,本科毕业于清华姚班,卡耐基梅隆硕士(研究NLP和对话系统方向),曾在硅谷任职大型互联网公司算法团队,后创业,加入EverMind 叶天奇,PamirAI CEO 【你将听到】 对Clawdbot的深度拆解(软件侧) 05:04 长期记忆与主动性,赋予了Clawdbot“活人感” 12:24 创始人在旅行中的Aha Moment,Clawdbot自我实现了语音功能 13:28 预判意识:Agent能根据对话碎碎念,自动推送生活与工作建议 14:06 降本增效:Agent通过监控,自主削减服务器预算 14:24 自动化闭环:AI十秒内自主摸清仓库规则并完成配图发布 16:28 模拟操作:Agent通过浏览器点击,绕过API限制完成文件跨路径保存 21:40 结构化存储:MD文本记忆系统比Context压缩更确保持久稳定 26:04 混合检索:70%语义匹配加30%关键词搜索,实现秒级记忆定位 29:48 心跳机制:让Agent在静默状态下,也能定期自我触发任务 Agent专用硬件与部署方案(硬件侧) 31:40 物理隔离部署是应对Agent高系统权限隐私风险的必选项 50:42 性价比首选:Mac mini成为本地运行Agent的理想基座 52:11 专用硬件逻辑:Agent电脑取消屏幕依赖,转而强化I/O与状态灯 53:50 Agent电脑的核心参数:在于大内存与高频存储空间 56:22 物理隔离:独立硬件能有效保护敏感信息 组织重塑与商业展望 43:22 鲁棒性挑战:生产级Agent需要透明的审核机制与系统级回滚能力 1:00:55 厂商博弈:大模型公司布局第一方Agent应用,旨在避免沦为底层纯算力管道 1:07:58 商业重构:互联网的商业模式有可能会往“按爬取付费”转型 1:10:33 .md域名与文件,正成为自然语言编译时代的新形态 1:12:56 一人公司可行性:具备know-how的“将军”,能统领Agent军团实现生产力爆发 1:17:26 开发范式转移:在AI极速迭代的时代,Idea的重要性已超越纯粹的执行力 【监制】 泓君 【后期】 AMEI 【运营】 朱婕 【BGM】 Getting to It - Max Anson Poisson d'Avril - Ludvig Moulin Rumors About Us - T. Morri Primary Code - Max Anson Star Voyage - Out To The World 【在这里找到我们】 公众号:硅谷101 收听渠道:Apple Podcast|Spotify|小宇宙|喜马拉雅|蜻蜓FM|荔枝FM|网易云音乐|QQ音乐 其他平台:YouTube|Bilibili 搜索「硅谷101播客」 联系我们:podcast@sv101.net Special Guests: 华祯豪Troy, 叶天奇, and 知县.

    1 day ago

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    1h 20m
  • Moltbook Mania Explained

    1 DAY AGO

    2

    Moltbook Mania Explained

    A Reddit-style web forum for A.I. agents has captured the attention of the tech world. According to the site, called Moltbook, more than 1.5 million agents have contributed to over 150,000 posts, making it the largest experiment to date of what happens when A.I. agents interact with each other. We discuss our favorite posts, how we’re thinking about the question of what is “real” on the site, and where we expect agents to go from here.   Additional Reading: A Social Network for A.I. Bots Only. No Humans Allowed.Five Ways of Thinking About Moltbook  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.

    1 day ago

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    28 min
  • #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI

    4 DAYS AGO

    3

    #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI

    Nathan Lambert and Sebastian Raschka are machine learning researchers, engineers, and educators. Nathan is the post-training lead at the Allen Institute for AI (Ai2) and the author of The RLHF Book. Sebastian Raschka is the author of Build a Large Language Model (From Scratch) and Build a Reasoning Model (From Scratch). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep490-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/ai-sota-2026-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 SPONSORS: To support this podcast, check out our sponsors & get discounts: Box: Intelligent content management platform. Go to https://box.com/ai Quo: Phone system (calls, texts, contacts) for businesses. Go to https://quo.com/lex UPLIFT Desk: Standing desks and office ergonomics. Go to https://upliftdesk.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Shopify: Sell stuff online. Go to https://shopify.com/lex CodeRabbit: AI-powered code reviews. Go to https://coderabbit.ai/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (01:39) – Sponsors, Comments, and Reflections (16:29) – China vs US: Who wins the AI race? (25:11) – ChatGPT vs Claude vs Gemini vs Grok: Who is winning? (36:11) – Best AI for coding (43:02) – Open Source vs Closed Source LLMs (54:41) – Transformers: Evolution of LLMs since 2019 (1:02:38) – AI Scaling Laws: Are they dead or still holding? (1:18:45) – How AI is trained: Pre-training, Mid-training, and Post-training (1:51:51) – Post-training explained: Exciting new research directions in LLMs (2:12:43) – Advice for beginners on how to get into AI development & research (2:35:36) – Work culture in AI (72+ hour weeks) (2:39:22) – Silicon Valley bubble (2:43:19) – Text diffusion models and other new research directions (2:49:01) – Tool use (2:53:17) – Continual learning (2:58:39) – Long context (3:04:54) – Robotics (3:14:04) – Timeline to AGI (3:21:20) – Will AI replace programmers? (3:39:51) – Is the dream of AGI dying? (3:46:40) – How AI will make money? (3:51:02) – Big acquisitions in 2026 (3:55:34) – Future of OpenAI, Anthropic, Google DeepMind, xAI, Meta (4:08:08) – Manhattan Project for AI (4:14:42) – Future of NVIDIA, GPUs, and AI compute clusters (4:22:48) – Future of human civilization

    4 days ago

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  • ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

    5 DAYS AGO

    4

    ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

    (0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race 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/StephenM/status/2015133481261474030 https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting https://www.youtube.com/watch?v=y2Z3ZUbL2e0 https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney https://www.dhs.gov/wow https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/ https://www.youtube.com/watch?v=tke0kY4l4e4 https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/ https://x.com/shellenberger/status/2016671351486967995 https://x.com/BoLoudon/status/1942641987326185693 https://x.com/JamesBlairUSA/status/2016154036550930765 https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin https://x.com/Geiger_Capital/status/2016564161484873748 https://x.com/RapidResponse47/status/2016537492493676905 https://x.com/chamath/status/2015966444027322763 https://polymarket.com/event/california-governor-election-2026 https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29

    5 days ago

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    1h 30m
  • 蒋奇明&双雪涛×罗永浩!如何成为飞行家

    1 DAY AGO

    5

    蒋奇明&双雪涛×罗永浩!如何成为飞行家

    《十字路口》播客节目简介 本节⽬是⼀档由罗永浩主持的深度播客类节⽬,每集长达三到五个小时。我们与时代浪潮中的⼈物展开对话,聚焦于科技与⼈⽂领域,讲述个体命运故事,探讨时代发展趋势。 本期嘉宾:蒋奇明 & 双雪涛 最初,大家都是呱呱落地,但有些人落地,就是为了离开地面,飞向天空。 演员蒋奇明,从话剧舞台转向影视镜头不过短短数年,就已经塑造出多个令人难忘的角色——完美诠释了“沉默震耳欲聋”的傅卫军,总在边缘挣扎的王安全,胸怀壮志但一生身不由己的李明奇......他和他所扮演的角色一样,都被生活的重力紧紧束缚,但从没放弃过“仰望星空”。 作家&编剧双雪涛,多年来笔耕不辍,用文字完成了一次次冷静而又惊艳的探索。在他笔下,在那片老东北废弃工业区锈色的天空下,总有些人不甘心任由命运摆弄,执意寻找属于自己的升力。 或许正因为曾经对抗过地面,如今他们比任何人都懂得“离地三米五”的珍贵,当蒋奇明和双雪涛相遇在电影《飞行家》,角色和文本互为翅膀,让“飞行”不再仅仅是隐喻,而是同时去往两个一样蔚蓝的天空。 《罗永浩的十字路口》第十八期,我们节目首次迎来双嘉宾的对谈——演员蒋奇明与作家双雪涛。 【你将听到】 00:04:47关于改编 00:13:25东北口音 00:27:46前期准备 00:40:47拍摄趣闻 00:59:46父母反对 01:09:28手语学习 01:24:12投身表演 01:43:47转职作家 02:01:10重复演出 02:04:49成名作品 02:17:19越来越帅 02:21:53双向奔赴 02:26:34未来计划 02:30:35推荐电影

    1 day ago

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    2h 35m
  • The NFL (2026 Update)

    27 JAN

    6

    The NFL (2026 Update)

    The NFL is nearly synonymous with America today. Practically nothing is more quintessentially and universally American than tuning in every Sunday (and Monday, and Thursday… and sometimes Saturdays and holidays too) to watch the world’s most beautiful ballet of violence. It generates the most revenue of any sports league globally and sets new records for team valuations each year. But it wasn’t always this way. The history of the NFL mirrors America’s own development: scrappy small-town teams rode the successive growth waves of the automobile, TV, the Internet and social media to grow larger than the even the founders’ wildest dreams. Whether you watch football or not, the NFL is one incredible business story, and one that we’ve taken more lessons from over the years for Acquired itself than perhaps any other episode we’ve made. Note: This is a remastered release of our original January 2023 episode, updated to today's Acquired production standards. It also features a full hour+ followup section at the end covering the seismic shifts in the NFL’s business since the original episode’s release. Much has happened in those three years: Taylor Swift entered the league (via merger 🙂), streaming went mainstream (and took over Thanksgiving and Christmas), sports gambling exploded from 46 million to 76 million bettors, and — in perhaps the most surprising development — private equity finally stormed the gates of the NFL. Oh, and average franchise valuations grew by 60% from $4.5 billion to over $7 billion. Communist capitalism is alive and well! We're also releasing this episode in advance of Super Bowl LX here in San Francisco, where Acquired is hosting the NFL’s inaugural Super Bowl Innovation Summit! Sponsors: Many thanks to our partners: VantaSierraCrusoeSentry (+ join the list for Sentry & Vercel’s Super Bowl Fan Zone party)Links: Innovation Summit details and all Super Bowl LX Week events in San Francisco (note content from the Innovation Summit will be posted publicly the week after the Super Bowl — we’ll update this page with links when available)America’s GameSports Illustrated’s oral history of the famous Joe Namath “pool photo”All episode sourcesCarve Outs: The MenuPeyton’s PlacesMore 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 Intro00:00:37 Welcome to the Remastered NFL Episode00:06:05 Origins of Football & the Forward Pass (1869-1905)00:14:34 The Founding of the NFL (1920)00:41:52 Bert Bell's "Any Given Sunday" Philosophy (1946)01:03:28 Pete Rozelle Transforms the League (1960)01:56:34 The Creation of the Super Bowl (1966)02:09:47 Monday Night Football Invents Modern Sports TV (1970)02:37:19 The NFL's Business Model Explained02:39:28 CTE & the Kaepernick Controversy (2016)02:48:36 Analysis: Playbook & 7 Powers Analysis03:21:04 2026 UPDATE: Netflix, Youtube, Amazon Streaming, T-Swift, Gambling & New TV Deals03:57:11 Private Equity Enters the NFL (2024)04:14:08 Conclusion & 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.

    27 Jan

    •
    4h 17m
  • The Dawn of the Agent Age

    18 HR AGO

    7

    The Dawn of the Agent Age

    January marked a clear break between the AI era people thought they were in and the one that actually arrived. Agentic coding crossed from novelty to default, tools like Claude Code reset expectations for what individuals can build, and systems such as OpenClaw and Moltbook showed how quickly agents are becoming ecosystems, not just features. This episode explains why the shift felt sudden, why it caught so many off guard, and why the real story isn’t sentient agents but a widening gap between AI capability and real-world adoption. In the headlines: Nvidia and OpenAI, Intel’s GPU pivot, Apple’s embrace of agentic coding, developer dependence on Claude Code, and Disney’s strategic turn toward experiences. Brought to you by: KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Rackspace AI Launchpad - Build, test and scale intelligent workloads faster - ⁠⁠⁠⁠⁠http://rackspace.com/ailaunchpad⁠⁠⁠⁠⁠ Zencoder - From vibe coding to AI-first engineering - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zencoder.ai/zenflow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Optimizely Opal - The agent orchestration platform build for marketers - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/theaidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Section - Build an AI workforce at scale - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/ Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score. The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in sponsoring the show? sponsors@aidailybrief.ai

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  • Palmer Luckey on Hardware, Building, and the Next Frontiers of Innovation

    2 DAYS AGO

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    Palmer Luckey on Hardware, Building, and the Next Frontiers of Innovation

    Recorded live at our Founders Summit, a16z general partner Chris Dixon speaks with Palmer Luckey, founder of Anduril and Oculus VR. They talk about what it takes to build hardware at scale, where the biggest technological bottlenecks are today, and why optimism is still warranted despite geopolitical turmoil and regulatory constraints. They also cover crypto, stablecoins, modern warfare, the U.S.–China technology race, AI and manufacturing, and frontiers like fusion and quantum computing—plus lessons from Oculus, the founding of Anduril, and how to build mission-driven teams.   Resources: Follow Palmer Luckey on X: https://twitter.com/PalmerLuckey Follow Chris Dixon on X: https://twitter.com/cdixon   Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.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 http://a16z.com/disclosures. Stay Updated: 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.

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    Where Do We Go From Here? | Michael Nadeau

    Michael Nadeau went risk-off in October and has been targeting Bitcoin's fair value near $65K. In this episode, he joins Ryan to unpack what changed after BTC broke below $80K, why he does not think this is the macro low yet, and what a real bottom typically looks like (capitulation, then apathy). They also dig into the new wild card: incoming Fed chair Kevin Warsh, and why “rates down” could still mean tighter liquidity if the balance sheet shrinks. Mike walks through the key cycle signals he is watching (MVRV/realized price, 200-week moving average, long-term holder behavior, miners), how Bitcoin tends to lead the Nasdaq Composite, and the price zones on his watch list for ETH and SOL as he prepares to scale back into risk. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://thedefireport.io/ --- 📣KRAKEN | DEFI EARN https://bankless.cc/Kraken --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast ⚡EUPHORIA | REAL-TIME ONE-TAP TRADING https://bankless.cc/euphoria 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS 0:00 Intro 3:03 New Fed Chair Announcement 8:54 Macro Analysis of Kevin Warsh 14:56 Labor Market Concerns 23:09 Wealth Destruction Phase 26:31 Long-Term Market Projections 31:21 Bitcoin vs. Stocks 39:51 Market Sentiment & Cycles 42:10 Tactical Investment Strategies 55:29 Long-Term Optimism for Crypto 58:06 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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    Tech Grapples With ICE + Casey Tries Clawdbot, a Risky New A.I. Assistant + HatGPT

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