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  • Ben Horowitz on Venture Capital and AI

    27 APR

    1

    Ben Horowitz on Venture Capital and AI

    Anjney Midha, founder of AMP PBC, speaks with Ben Horowitz, cofounder of a16z, about how venture capital changed from a small, relationship-driven business into a scalable system for backing new technology companies. They discuss network effects, firm design, leadership, culture, and how AI is reshaping both the capital race and the kinds of companies that can be built now.   Resources: Follow Ben on X: https://x.com/bhorowitz Follow Anjney on X: https://x.com/AnjneyMidha Watch more from CS 153: Frontiers: https://www.youtube.com/@CS153Team 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.

    27 Apr

    •
    1hr 9min
  • Building Blackstone, Backing Costco, with Tony James

    1 DAY AGO

    2

    Building Blackstone, Backing Costco, with Tony James

    David Haber speaks with Tony James about building enduring firms across multiple eras of finance. From joining DLJ when it was a subscale firm to helping grow Blackstone into one of the largest asset managers in the world, James reflects on the decisions, structures, and cultural principles that enabled long-term success. They discuss the origins of leveraged buyouts, the evolution of private markets, and how identifying structural opportunities early can create lasting competitive advantage. James also shares lessons from backing companies like Costco, where culture, customer focus, and long-term thinking drove exceptional outcomes. The conversation covers leadership, talent development, and the challenges of scaling organizations while maintaining performance. James also reflects on succession, firm-building, and why culture, incentives, and alignment ultimately determine whether an organization compounds or stagnates.   Resources:   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.

    1 day ago

    •
    1hr 24min
  • 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

    •
    3h 59m
  • #459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

    03/02/2025

    4

    #459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

    Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep459-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-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: Dylan’s X: https://x.com/dylan522p SemiAnalysis: https://semianalysis.com/ Nathan’s X: https://x.com/natolambert Nathan’s Blog: https://www.interconnects.ai/ Nathan’s Podcast: https://www.interconnects.ai/podcast Nathan’s Website: https://www.natolambert.com/ Nathan’s YouTube: https://youtube.com/@natolambert Nathan’s Book: https://rlhfbook.com/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Invideo AI: AI video generator. Go to https://invideo.io/i/lexpod GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot Shopify: Sell stuff online. Go to https://shopify.com/lex NetSuite: Business management software. Go to http://netsuite.com/lex AG1: All-in-one daily nutrition drinks. Go to https://drinkag1.com/lex OUTLINE: (00:00) – Introduction (13:28) – DeepSeek-R1 and DeepSeek-V3 (35:02) – Low cost of training (1:01:19) – DeepSeek compute cluster (1:08:52) – Export controls on GPUs to China (1:19:10) – AGI timeline (1:28:35) – China’s manufacturing capacity (1:36:30) – Cold war with China (1:41:00) – TSMC and Taiwan (2:04:38) – Best GPUs for AI (2:19:30) – Why DeepSeek is so cheap (2:32:49) – Espionage (2:41:52) – Censorship (2:54:46) – Andrej Karpathy and magic of RL (3:05:17) – OpenAI o3-mini vs DeepSeek r1 (3:24:25) – NVIDIA (3:28:53) – GPU smuggling (3:35:30) – DeepSeek training on OpenAI data (3:45:59) – AI megaclusters (4:21:21) – Who wins the race to AGI? (4:31:34) – AI agents (4:40:16) – Programming and AI (4:47:43) – Open source (4:56:55) – Stargate (5:04:24) – Future of AI

    03/02/2025

    •
    5h 16m
  • Your Tech Questions Answered

    5 DAYS AGO

    5

    Your Tech Questions Answered

    On this week's episode of The MacRumors Show, we answer your listener questions about the future of Apple's product lineup, the software and services shaping the ecosystem, and our own personal histories with the company and its devices. Some questions centre on the iPhone Air and its future direction, including whether Apple might adopt silicon-carbon battery technology for a second-generation model, or prioritise adding a second camera lens instead. There is also interest in how ‌iPhone Air‌ might evolve with features like a vibrating surface speaker. The foldable iPhone generates a lot of discussion, with questions touching on whether listeners would choose it over an ‌iPhone Air‌, whether it could replace both an iPhone and iPad mini, and whether its arrival signals the end of the dedicated compact tablet. Broader hardware questions include when the 11th-generation iPad will be updated, when Apple plans to complete the OLED with ProMotion rollout across its entire laptop lineup, whether the MacBook Neo risks cannibalizing ‌iPad‌ sales, and what the future holds for Apple Vision Pro given its underwhelming reception. On the software side, questions cover what visionOS might look like several years down the line, Photomator's future and whether Apple intends to develop it into a proper Lightroom alternative, and whether Apple is falling behind competitors like Alexa on basic smart home automation, pointing out that HomePod still relies on Shortcuts for many routines that Alexa handles natively. The general tech questions are the most varied, asking which Apple device would cause the biggest bottleneck if swapped for an entry-level version, whether we would attempt an Apple Watch-only week without an iPhone, and what device combinations we actually rely on day to day. There is also curiosity about Nothing as a brand and whether it is worth taking seriously, as well as concerns about the escalating cost of MacBook Pro models and where the ceiling might be. A number of questions are more personal, asking about our first Apple products, what originally drew us to the ecosystem, our favorite and oldest devices, and whether family members using non-Apple products causes any friction. The MacRumors Show has its own YouTube channel, so make sure you're subscribed to keep up with new episodes and clips.

    5 days ago

    •
    44 min
  • Rolex

    3 JAN

    6

    Rolex

    Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital successors… and demand is stronger than ever in history! Their products are comparable to a Hermès Birkin bag in price, luxury status and waitlist times… yet they produce over 1m units / year (roughly 10x annual Birkin production). They make the most universally recognized and desired Swiss watches… yet their founder wasn’t Swiss and didn’t start the company in Switzerland! If Rolex were publicly traded, they’d almost certainly be among the top 50 market cap companies in the world… yet they’re 100% owned by a charitable foundation in Geneva that (among other things) literally just gives away money to local people in the city. Tune in for one of the most fascinating and admirable companies we’ve ever covered on Acquired. We had an absolute blast making the episode, and hope you enjoy it as much as we did! This episode was released on February 23, 2025. Sponsors: Sentry: https://bit.ly/acquiredsentryWorkOS: https://bit.ly/workos25Anthropic: https://bit.ly/acquiredclaude25Statsig: https://bit.ly/acquiredstatsig26Links: The Renaissance of the Swiss Watch Industry - Marc BridgeHODINKEE - Inside All Four Rolex Manufacturing Facilities“If you were…” campaignWorldly Partners’ Multi-Decade Rolex StudyEpisode sourcesCarve Outs: BlueyAcquired on Armchair ExpertEleven Reader 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.

    3 Jan

    •
    4h 60m
  • Pacific Rim

    1 DAY AGO

    7

    Pacific Rim

    For six years, Sophos fought a secret cyber war against a state-backed hacking group targeting its firewalls. This forced Sophos to drastically change tactics to properly secure their firewalls. Was it ethical? Was it effective? They disrupted nine zero-day attacks, exposed who was hacking them, and forced the hackers to change tactics. But at what cost? You have to listen to one of the most audacious corporate cyber defenses ever conducted. 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. Support for this show comes from Drata. Drata is the trust management platform that uses AI-driven automation to modernize governance, risk, and compliance, helping thousands of businesses stay audit-ready and scale securely. Learn more at drata.com/darknetdiaries. Sources https://news.sophos.com/en-us/2024/10/31/pacific-rim-timeline/ https://www.justice.gov/archives/opa/pr/seven-hackers-associated-chinese-government-charged-computer-intrusions-targeting-perceived https://www.fbi.gov/wanted/cyber/guan-tianfeng

    1 day ago

    •
    1hr 31min
  • Artificial intimacy: The AI therapist that ended a marriage

    4 MAR

    8

    Artificial intimacy: The AI therapist that ended a marriage

    When Kirsty turned to a chatbot for help, she was feeling trapped and isolated. Something in her marriage wasn’t right - a constant feeling of tension that would sometimes erupt into arguments, even violence. When she asked ChatGPT for advice, it told her that her relationship with her husband might be abusive.  In the fourth episode of Tech Tonic: Artificial intimacy, FT tech reporter Cristina Criddle asks if chatbots that can mimic empathy and understanding are ready to replace human therapists. Can chatbots be good for our mental health? And what impact could this have on our human relationships?  Check out some of the FT’s reporting on this subject on FT.com: Mental health apps: the AI therapist cannot see you now Can ChatGPT help with a midlife crisis?  The problem with AI and ‘empathy’ Artificial Intimacy is presented by Cristina Criddle and produced by Persis Love and Edwin Lane. The executive producer is Flo Phillips. Sound design is by Breen Turner and Sam Giovinco. The FT’s global head of audio is Cheryl Brumley. The FT does not use generative AI to voice its podcasts. If you have been affected by the issues raised in this episode, you can reach out to a mental health helpline, such as the 988 Suicide and Crisis Lifeline in the US or Samaritans in the UK. Help for many other countries can also be found at Befrienders Worldwide. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    4 Mar

    •
    31 min
  • “Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

    2 DAYS AGO

    9

    “Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

    Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi. Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the identity of Satoshi Nakamoto. They explore why Satoshi’s identity still matters, the cypherpunk roots of Bitcoin, the public interest behind the mystery, and what the search reveals about privacy, money, power, and the mythology at the heart of crypto. ------ 🔎 FINDING SATOSHI | USE CODE: BANKLESS (20% OFF) https://www.findingsatoshi.com/bankless 🎬 DEBRIEF | RYAN & DAVID BREAKDOWN THE EPSIODE https://www.bankless.com/podcast/debrief-finding-satoshi-how-a-private-investigator-solved-the-mystery-of-bitcoins-creator  ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🟦 COINBASE ONE | GET 20% OFF  https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download  🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo  ------ TIMESTAMPS 0:00 Intro 1:17 Did We Find Him? 6:32 Why Find Satoshi? 11:54 Why OGs Didn’t Care 14:57 How Hard was the Investigation? 18:20 Talking to the Early Cypherpunks 19:58 Public Interest 26:08 Cypherpunk’s Ideology 39:07 Spoiler Alert: The Aha Moment 51:30 Satoshi’s Death 1:00:59 Bitcoin as a Public Good 1:05:23 Will Satoshi Come Back? 1:10:39 Was it All Planned? 1:11:52 Quantum Treasure Hunt 1:14:00 What would Satoshi think of Bitcoin Today? 1:17:09 Closing & Disclaimers ------ RESOURCES William D. Cohan https://x.com/WilliamCohan  Tyler Maroney https://x.com/tydamar  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    2 days ago

    •
    1hr 16min
  • Asking ChatGPT about getting started with investing

    17/04/2023

    10

    Asking ChatGPT about getting started with investing

    Welcome to "Asking ChatGPT about getting started with investing," the podcast where we explore the world of investing and provide valuable insights to help you navigate the financial markets. In this podcast, we dive deep into the investment principles you need to know before getting started, covering everything from basic terminology to more advanced strategies. If you're new to investing, you might feel overwhelmed by the number of options available to you. But fear not! Our expert guests and I will break down the basics of investing and provide you with actionable tips to help you get started on your investment journey. We'll cover topics like: The different types of investments, including stocks, bonds, mutual funds, and more The risks and rewards associated with different investment options How to create an investment portfolio that fits your goals and risk tolerance Strategies for minimizing risk and maximizing returns Common mistakes to avoid when investing Whether you're looking to invest for retirement, build wealth, or simply learn more about the world of finance, "Asking ChatGPT about getting started with investing" is the perfect podcast for you. Join us as we demystify the world of investing and help you build a solid foundation for financial success.

    17/04/2023

    •
    1hr 24min

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  • Österreich
  • Belarus
  • Belgium
  • Bosnia and Herzegovina
  • Bulgaria
  • Croatia
  • Cyprus
  • Czechia
  • Denmark
  • Estonia
  • Finland
  • France (Français)
  • Georgia
  • Deutschland
  • Greece
  • Hungary
  • Iceland
  • Ireland
  • Italia
  • Kosovo
  • Latvia
  • Lithuania
  • Luxembourg (English)
  • Malta
  • Moldova, Republic Of
  • Montenegro
  • Nederland
  • North Macedonia
  • Norway
  • Poland
  • Portugal (Português)
  • Romania
  • Россия
  • Serbia
  • Slovakia
  • Slovenia
  • España
  • Sverige
  • Schweiz
  • Türkiye (English)
  • Ukraine
  • United Kingdom

Latin America and the Caribbean

  • Anguilla
  • Antigua and Barbuda
  • Argentina (Español)
  • Bahamas
  • Barbados
  • Belize
  • Bermuda
  • Bolivia (Español)
  • Brasil
  • Virgin Islands, British
  • Cayman Islands
  • 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)

The United States and Canada

  • 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)