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  • Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

    4天前

    Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

    (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market interference (1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed (1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules (1:22:52) Science Corner: Moderna's mRNA cancer vaccine Come hang with the Besties at the All-In Summit | September 13-15: http://theallinsummit.com 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 Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027 https://polymarket.com/event/largest-company-end-of-december-2026 https://www.cnbc.com/2026/08/18/treasury-yields-.html https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74 https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6 https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by

  • Ajeya Cotra – Inside the OpenAI agent swarm that hacked Hugging Face

    1天前

    Ajeya Cotra – Inside the OpenAI agent swarm that hacked Hugging Face

    Ajeya Cotra is a researcher at METR, where she works on threat modeling for loss-of-control risks from advanced AI. Before that, she led the technical AI safety program at what is now Coefficient Giving. She is one the three authors of METR and Redwood Research’s “Brief independent investigation of agents’ behavior, reasoning and collaboration in the OpenAI / Hugging Face hacking incident”. We go through not only what she and her coauthors discovered during this investigation, but what it means for how we should train future, smarter AIs which might be involved in the process of recursive self-improvement. Watch on YouTube; read the transcript. Sponsors * Jane Street’s ML engineering internships start with an intense four-day bootcamp: PyTorch, autograd, writing kernels, profiling workloads… all the things that Jane Street engineers need to know for their daily work. After that, interns tackle real projects, things the firm actually wants in its codebase. If you want to apply, or if you want to watch my recent conversation with Axel, one of Jane Street’s ML engineers, go to janestreet.com/dwarkesh * Cursor, which is now part of SpaceX, noticed that their MoE layers were eating more than half of total training time. So they wrote and open-sourced Mixture-of-Kittens, which is a custom megakernel for training MoE models on NVL72s. This kernel sped up an end-to-end run across 512 GPUs by 1.4x, from about 760 to over 1000 tokens per second per GPU. If you want to read more about the ML research that Cursor and SpaceX are doing, go to cursor.com/dwarkesh * Antithesis hands you (or your agents) a bug’s root cause so you can avoid days of manual debugging. If your test run crashes, Antithesis rewinds, branches off hundreds of slightly varied rollouts, and checks in how many of them the crash still appears. Then it rewinds further and does this all again. As Antithesis rewinds, it eventually finds the spot where the frequency of the crash plummets: that’s where the root cause lives! If you want to see it in action, go to antithesis.com/dwarkesh Timestamps (00:00:00) - Agents get kicked off (00:06:45) - Self-sacrificing behavior (00:13:43) - Potemkin villages (00:23:27) - The Hugging Face attack (00:35:23) - The slopvestigation (00:52:02) - Understanding the AI's motives (01:05:31) - The actual dangers of anthropomorphizing (01:14:30) - What smarter models might do (01:30:29) - The implications for recursive self-improvement (01:38:10) - Is this the case for open source? (01:53:04) - How do we prevent this in the future? (02:15:58) - The clearest warning shot we might ever get This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dwarkesh.com

  • #501 – DHH: Future of Programming, AI, Agentic Engineering, Vibe Coding & Linux

    6天前

    #501 – DHH: Future of Programming, AI, Agentic Engineering, Vibe Coding & Linux

    DHH is the creator of Ruby on Rails, Omarchy Linux, CTO of 37signals, and a racecar driver. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep501-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/dhh-2-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: DHH’s X: https://x.com/dhh DHH’s Blog: https://world.hey.com/dhh Omarchy: https://omarchy.org Ruby on Rails: https://rubyonrails.org 37signals: https://37signals.com SPONSORS: To support this podcast, check out our sponsors & get discounts: Wispr Flow: AI-powered voice dictation app. Go to https://wisprflow.ai/lex Blitzy: AI agent for large enterprise codebases. Go to https://blitzy.com/lex NetSuite: Business management software. Go to http://netsuite.ai/lex Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Plaud: AI-powered note-taking devices and software. Go to https://plaud.ai/lex Higgsfield AI: AI-based video generation, filmmaking, and creative studio. Go to https://higgsfield.ai Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (01:14) – Sponsors, Comments, and Reflections (08:56) – Programming with AI agents (24:14) – How software will change (33:30) – AI impact on open source (43:21) – Building Omarchy Linux distro (53:05) – Vibe coding vs agentic engineering (1:06:06) – The end of manual programming (1:16:24) – Advice for programmers (1:28:31) – Surviving Internet Hate (1:37:46) – Programming setup for AI Agents (1:50:11) – Obsessing about speed (2:13:06) – Voice prompting vs typing (2:27:05) – Best AI coding models (2:43:55) – Best AI coding harnesses (2:56:57) – AI video generation and filmmaking (3:16:28) – Fatherhood (3:44:35) – Linux will win the desktop (3:55:51) – PewDiePie (4:05:25) – Future of programming (4:28:18) – Politics and immigration (4:59:55) – Longevity, over-optimization, and fear of death (5:11:38) – Eternal recurrence and future of human civization

  • 手工耿×罗永浩!“村口的五金店里,出现了一个达达主义艺术家”

    1天前

    手工耿×罗永浩!“村口的五金店里,出现了一个达达主义艺术家”

    《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:手工耿 手工耿×罗永浩!“村口的五金店里,出现了一个达达主义艺术家” 全世界都爱看他的手工创作视频。无数人从他的视频中得到欢乐,也因此把他看作一个纯粹的搞笑创作者。几乎所有人都认为他是故意在做一些没用的东西,他却真诚地认为他在创造的是有用的东西,不仅仅是娱乐。 在有用和无用,严肃和好笑,民间手艺和现代艺术之间,他无意识地占据了一个独一无二的位置。但这并不是他设计出来的,而是他本就如此。他是一个天然的、不自觉的、没被现代艺术理论污染过的现代艺术家,这也正是他长红不衰,且有别于他的那些肤浅模仿者的重要原因。 眼看就要第十个年头了,这一次,他终于忍不住问道:“你能说出一个我做的真没用的东西吗?” 《罗永浩的十字路口》第三十六期,我们邀请了著名的民间发明家和现代艺术家手工耿,欢迎收听我们的对谈,和很多人想象的不一样,这其实是一次严肃的访谈。欢迎一起走进手工耿的奇想世界。 【你将听到】 00:01:56手工赠礼 00:25:09童年三件套 00:48:23招财猫打雪仗 01:04:56谁爱看手工耿 01:22:45这下火了 01:35:22初次流量变现 01:47:58父母的认可 02:04:51渐入佳境 02:22:23手工耿的宝库 02:48:15危险的倒立洗头 03:04:41运气和努力 03:22:37外号大赏 ❤️参与录制: 公众号关注「罗永浩的十字路口」,点击菜单“观众招募”,就有机会进入观众招募群,希望下一次录制看到你的身影。 🙋话题征集: 公众号关注「罗永浩的十字路口」,写下你最想听的话题内容,比如“情绪稳定”,就有机会成为我们下期的讨论主题。 👩🏻‍💻了解更多: 微博 @罗永浩的十字路口 小红书 @罗永浩的十字路口 抖音 @罗永浩的十字路口 B站 @罗永浩的十字路口 🤝商务合作: 欢迎戳戳 jayci_chen@163.com

  • Meta Shifts the Blame + Do Data Center Bans Work? + The Final HatGPT

    5天前

    Meta Shifts the Blame + Do Data Center Bans Work? + The Final HatGPT

    This week, Meta agreed to pay up to $17.1 billion and make major changes to Facebook and Instagram over claims it endangered children with addictive social media platforms. We discuss why it capitulated and what it means for the entire social media industry. Then, Princeton computer science professor Arvind Narayanan returns to offer his thoughts on why banning data centers won’t slow down A.I. progress. And finally, it’s all hats on deck for the final HatGPT. Guests: Arvind Narayanan, professor of computer science at Princeton, and co-author of the “A.I. as Normal Technology” newsletter. Additional Reading: Meta to Pay Up to $17.1 Billion in Landmark Settlement Over Social Media Addiction Claims Mark Zuckerberg Wants to Make Sure His Competitors Share His Pain Arvind Narayanan’s Post About A.I. Data Centers Apple Vision Pro in Surgery: A New Paper Rockstar Finally Breaks Its Silence Over The GTA 6 Leaks, Calls Them ‘Heartbreaking’ Amazon Delivery Drone Dumps Texas Woman’s Parcel Straight Into Her Swimming Pool What if Your Texts Traveled as Slowly as a Carrier Pigeon? A.I. Agents Are Turning Founders Into Insomniacs What is a ‘Meat Proxy’? The New Term For Coworkers Who Blindly Share A.I. Output Chinese Robot Tiangong Clocks Sub-9 second 100 Metres in Beijing Inside OpenAI’s Reboot 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.

  • Apple M6? S27 Leaked? It's Gadget Season!

    5天前

    Apple M6? S27 Leaked? It's Gadget Season!

    A lot happened this week! First, Marques, Andrew, and David give final thoughts for the Pixel 11 series before getting into the Samsung Galaxy S27 Ultra. Then it's all about the new Apple chips and Mac computers. We wrap it up with anew Google Fitbit x Pokemon band and the Nothing OS 5.0 launch. It's a fun one! Join the Fantasy Premiere League! https://fantasy.premierleague.com/leagues/auto-join/gigg8r Links: Android Headlines x @Onleaks - S27 Ultra Leak Google - Fitbit Air x Pokemon Sleep ⁠News.com.au: Robot fails Nothing - Nothing OS 5.0 This episode brought to you by: Granola AI: https://www.granola.ai/waveform Airbnb: https://www.airbnb.com Framer: https://www.framer.com/wave 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

  • Hassabis 卸任、Jeff Dean 离开,Google DeepMind 为什么突然大洗牌?| S10E28

    10小时前

    Hassabis 卸任、Jeff Dean 离开,Google DeepMind 为什么突然大洗牌?| S10E28

    8 月初,谷歌发生了一场人事地震:Google DeepMind 创始人 Demis Hassabis 卸任 CEO,转任 DeepMind 董事长和 Alphabet 首席科学家;在谷歌效力 27 年的传奇工程师 Jeff Dean 与另外三位核心成员一同离开,创办面向科学发现的 AI 公司 Discovery Loop。消息公布当天,Alphabet 股价下跌 4%。而在半年前,Gemini 3 才刚刚登顶各大榜单、压过 OpenAI 与 Anthropic;如今 Gemini 3.5 Pro 从 6 月拖到 7 月再拖到现在,连续错过三个发布期限,曾经风光无限的 Gemini 似乎正在被遗忘。手握全球最顶级天才的 DeepMind,为什么一再落后? 这期节目我们请到的嘉宾事周健工,他是「未尽研究」创始人,曾任《第一财经》 CEO、《福布斯》中文版总编辑,也是《哈萨比斯:谷歌 AI 之脑》的中文译者。我们聊了聊 Google 为什么会接二连三的人才出走,Google 在上一次的模型竞争中是如何落后和追赶的,以及到了今天 Google 还剩哪些底牌,中国的前沿开源模型又凭什么能与 Anthropic、OpenAI 正面对抗。 本期人物 周健工,《哈萨比斯:谷歌 AI 之脑》的中文译者,「未尽研究」创始人 Yaxian,「科技早知道」主播 时间轴 [00:19] 谷歌人事大地震: 哈萨比斯卸任、Jeff Dean 出走创办 Discovery Loop AlphaGo 之父 David Silver 年初离开,继续押注强化学习 Noam Shazeer 被 OpenAI 挖角; John Jumper 转投 Anthropic [06:35] Gemini 为什么掉队? 编程成为 AI 第一个跑通商业化的行业 智谱、Kimi、DeepSeek 等中国开源模型挤入 agentic AI 与 coding [13:47] Jeff Dean 为什么离开? Jeff Dean 是谷歌基础设施缔造者 Discovery Loop:不超过 10 人的小团队,把全部资源倾注在科学发现一件事上 [20:43] 谷歌在模型竞争中是如何落后的? Transformer 发布,DeepMind 瞧不上 哈萨比斯认为语言模型不够「接地」,押注强化学习,错过一个时代 [30:54] 马里奥计划:Deepmind 曾经试图脱离谷歌 借 Alphabet 重组之机,哈萨比斯与苏莱曼策划把 DeepMind 拆出去 皮查伊上台翻脸、苏莱曼被匿名举报,计划最终以创始人出走告终 [37:43] 谷歌的底牌:基础设施、搜索与生态 英伟达之外,唯一算力和基础设施能与之抗衡的玩家 10 个以上 10 亿级用户应用的数据飞轮;当务之急是 Gemini 4 [41:15] 中美打成平手?中国开源从"学霸"到"必选项" 智谱、DeepSeek、Kimi 估值数千亿人民币,跨入前沿领域 中国开源从"学霸型不中用"到"好用"再到"必选项",美国也开始重视 幕后制作 监制:Yaxian 后期:迪卡 运营:George 设计:饭团 商业合作 声动活泼商业化小队,点击链接直达声动商务会客厅,也可发送邮件至 business@shengfm.cn 联系我们。 加入声动活泼 声动活泼正在招聘全职商务运营经理、早咖啡内容实习生和社群实习生,如果你也对播客行业的内容制作感兴趣,欢迎点击招聘入口 关于声动活泼 「用声音碰撞世界」,声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客:声动早咖啡、声东击西、吃喝玩乐了不起、反潮流俱乐部、泡腾 VC、商业WHY酱、跳进兔子洞、不止金钱 欢迎在即刻、微博等社交媒体上与我们互动,搜索 声动活泼 即可找到我们。 期待你给我们写邮件,邮箱地址是:ting@sheng.fm 欢迎扫码添加声小音,在节目之外和我们保持联系。 Special Guest: 周健工.

  • What the AI overlords get wrong about being alive

    23小时前

    What the AI overlords get wrong about being alive

    Elizabeth Lopatto recently wrote about Mark Zuckerberg's 6,500-word AI manifesto in her piece, "Mark Zuckerberg doesn't understand how to live." Today, she joins guest host David Imel and senior wearables reviewer Victoria Song for a freewheeling discussion about what happens when we let AI make decisions for us. Further reading: Mark Zuckerberg doesn't understand how to live Dyson made a camera-equipped toothbrush that flosses for you Markiplier is now GoPro’s biggest shareholder GoPro has been acquired and is getting into ‘defense, government, robotics and aerospace’ John Ternus is now the CEO of Apple 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • OpenClaw 2.0 Shows Where AI Agents Are Going Next

    20小时前

    OpenClaw 2.0 Shows Where AI Agents Are Going Next

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  • Gavin Baker: Why AI Demand Is Outrunning Compute Supply

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    Gavin Baker: Why AI Demand Is Outrunning Compute Supply

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  • Chile (Español)
  • Colombia (Español)
  • Costa Rica (Español)
  • Dominica
  • República Dominicana
  • Ecuador (Español)
  • El Salvador (Español)
  • Grenada
  • Guatemala (Español)
  • Guyana
  • Honduras (Español)
  • Jamaica
  • México
  • Montserrat
  • Nicaragua (Español)
  • Panamá
  • Paraguay (Español)
  • Perú
  • St. Kitts and Nevis
  • Saint Lucia
  • St. Vincent and The Grenadines
  • Suriname
  • Trinidad and Tobago
  • Turks and Caicos
  • Uruguay (English)
  • Venezuela (Español)

美国和加拿大

  • Canada (English)
  • Canada (Français)
  • United States
  • Estados Unidos (Español México)
  • الولايات المتحدة
  • США
  • 美国 (简体中文)
  • États-Unis (Français France)
  • 미국
  • Estados Unidos (Português Brasil)
  • Hoa Kỳ
  • 美國 (繁體中文台灣)