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  • All-In with Chamath, Jason, Sacks & Friedberg
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  • Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

    há 1 dia

    Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

    (0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price Follow Gavin: https://x.com/GavinSBaker Follow Travis: https://x.com/travisk 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://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579 https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710 https://x.com/thestustustudio/status/2067356255916536120 https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127 https://x.com/EndWokeness/status/2069645066252034288 https://x.com/america/status/2069622732279402804 https://x.com/realmaalouf/status/2069433391162798337 https://x.com/JoshBlockDC/status/2070108811851882691 https://x.com/EndWokeness/status/2069776474429624684 https://x.com/EndWokeness/status/2068829255786803368 https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people https://x.com/PirateWires/status/2069146641266094417 https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e https://x.com/jietang/status/2067580270078030088

    há 1 dia

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    1h 42min
  • The Walt Disney Company

    há 6 dias

    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.

    há 6 dias

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    4h31min
  • A Strange Voyage

    há 2 dias

    A Strange Voyage

    This month, SpaceX had the largest IPO  in all of human history. In a mission to understand a bewildering moment, we trace the story of the stock market itself. From its very beginnings in the Netherlands, to its supersizing in America, through the prism of crypto and widespread speculation that has led to this moment with SpaceX. What happened?  ⁠The World's First Stock Exchange⁠ by Lodewijk Petram ⁠The Wisdom of Finance⁠ by Mihir Desai ⁠Liftoff⁠ and ⁠Reentry⁠ by Eric Berger Search Engine's earlier reporting on Elon Musk’s controversial data centers: ⁠Colossus 1⁠ & ⁠Colossus 2⁠ ⁠⁠Sign up to be a premium subscriber!⁠

    há 2 dias

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    1h 1min
  • ‘The Daily’ and ‘The Opinions’: How A.I. Is Changing Loneliness and Taste

    há 2 dias

    ‘The Daily’ and ‘The Opinions’: How A.I. Is Changing Loneliness and Taste

    This week, we’re bringing you two A.I.-related stories from our colleagues at The New York Times. First, Rachel Abrams, a host of “The Daily,” talks with the Times reporter Eli Saslow about a woman in a remote part of Washington who is using an A.I. companion robot to keep her independence, and to keep her company. Then, the Times Opinion culture editor Nadja Spiegelman talks to the New Yorker writer Kyle Chayka and the journalist and critic Sophie Haigney. They get into the rise of “taste slop” and what happens to culture if the internet collapses into just a few chatbots that serve us everything. “Hard Fork” will be back with an original episode next week.   Guests: Eli Saslow, a reporter for The New York Times who writes in-depth stories about the impact of major national issues on people’s lives. Kyle Chayka, staff writer at The New Yorker covering technology and online culture. Sophie Haigney, a critic and journalist. Additional Reading: Can A.I. Make People Feel Less Lonely? What Silicon Valley Is Coming for Next 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.

    há 2 dias

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    1h
  • Are we using screens as a scapegoat for teen mental health?

    há 2 dias

    Are we using screens as a scapegoat for teen mental health?

    For years, we’ve heard that social media is fueling a teen mental health crisis. But the evidence is more complicated. Developmental psychologist Candice Odgers unpacks what the research actually says—and where parents, policymakers, and the media often get it wrong. 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

    há 2 dias

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    50 min
  • Of course Meta thinks gambling is the future

    há 1 dia

    Of course Meta thinks gambling is the future

    Meta's business is doing just fine. But Meta as a company, and Meta as a series of products? That is, uh, messier. David and Nilay discuss the company's ongoing desire to be relevant and cool, the unceasing importance of Instagram, and why it makes perfect sense that Facebook would clone Polymarket. After that, the hosts talk about Apple's huge price increases, and the ways in which RAMageddon might change the gadget market forever. Then it's time for Brendan Carr is a dummy, the latest on the movie Artificial, and the looming fight over AI data. Further reading: ⁠The Steam Machine is the most ambitious game console I’ve ever played ⁠ ⁠Valve prices the Steam Machine at $1,049 ⁠ ⁠How much would the Steam Machine cost to build? ⁠ ⁠Valve describes just how brutal RAM negotiations are in 2026 ⁠ ⁠The Steam Machine is the start of an even more expensive future for game consoles ⁠ ⁠I drove the Slate Truck — there’s more to it than EV minimalism ⁠ ⁠The Slate Auto pickup truck starts at $24,950 ⁠ ⁠Meta pauses employee tracking tool after internal leak. ⁠ ⁠Now Meta will track what employees do on their computers to train its AI agents ⁠ ⁠Meta CTO Andrew Bosworth Admits the Company’s AI Reorg Was ‘Atrocious’ | WIRED⁠ ⁠Zuckerberg reportedly wants a Polymarket clone — but without real money⁠ ⁠Polymarket paid creators to post fake videos of themselves placing and winning bets. ⁠ ⁠Meta plans to release AI-powered prediction market app⁠ ⁠Facebook’s Creator Studio has been revived as an AI companion app⁠ ⁠Kaleidescape’s Strato E player blows streaming, and your wallet, away ⁠ ⁠Something’s off with Midjourney’s pivot to body scanners ⁠ ⁠People Inc. CEO says it’s “probably” headed for a confrontation with Google over AI crawling.⁠ ⁠ABC encourages viewers to back network amid FCC investigations⁠ ⁠Bob Iger’s Disney wanted Apple, Twitter, and 007 ⁠ ⁠The film about Sam Altman has been dropped by Amazon MGM ⁠ 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. (Timestamps are approximate.) 00:01:00 Cannes Cold Open 00:07:00 Coach x Spotify Absurdity 00:10:00 Vox Media PMX Shakeup 00:14:00 Meta Chaos vs Money 00:26:00 Gambling as Engagement 00:33:00 Ramageddon Hits Gadgets 00:44:00 Slate Truck Price 00:45:00 Range And Truck Feel 00:48:00 Tech Bloat Backlash 00:50:00 BYD Versus Tesla 00:56:00 FCC Targets The View 01:04:00 Amazon Drops Artificial 01:08:00 Kaleidescape Versus Blu Ray 01:13:00 Bob Iger Merger Rumors 01:17:00 Blocking AI Crawlers 01:22:00 Wrap Up And Next Week Learn more about your ad choices. Visit podcastchoices.com/adchoices

    há 1 dia

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    1h 24min
  • The Chart Is Terrifying

    há 1 dia

    The Chart Is Terrifying

    Pre-show: Casey has some fantastic news about nugs.net for Marco Marco’s trip report Gucci Osteria Follow-up: John guested on a preview of Designed in California, published as part of Upgrade #624 (also on YouTube) Apple Intelligence 🤝 external boot disks (via Doug Weinfield) Spotlight indexing in 𝑥OS 27 Steve Riggins notes it takes a while Alex concurs Apple’s AI Tech Talk What will Siri be capable of? (via Jochen Marschall) Bootleg video (via sayrer) Is Spatial Reframing in 𝑥OS 27 geographically-aware? (via Kevin Buterbaugh) Tesla 🤝 CarPlay? New CarPlay features (via Alec Hurdle) WWDC session on YouTube The US has approved a new sunscreen ingredient! Marco’s favorite: Rohto Skin Aqua Super Moisture UV Gel Tracking Apple’s environmental progress TOSTracker (via Andrew Leahey) Direct product comparisons Example: M1 MacBook Air vs. M5 MacBook Air Apple’s AI server infrastructure (expanding on ATP #680) General overview (via Gui Rambo) cloudOS job listing How to run PCC (via Zoe Knox) Tim Cook takes one for the Ternus (News+ link) (17 June) Chart South Korean chip company bonuses are creating inflation pressures Even ChatGPT is stupefied by RAM pricing 🤭😭 We’re all trying to find the guy who did this! 25 June: Apple raises prices on Macs, iPads (News+ link) Stephen’s tables Gruber’s tables Apple also raised refurbished prices 🤨 Good timing: tmcgeary Aaron Greg Pierce Ask ATP: Why doesn’t Apple just… make its own RAM? (via Brian Webster) Joe Lion Blake Patterson Is new Siri an attack vector for, say, TSA searches? (via Anonymous) Post-show: Casey’s blog post about AI Members-only ATP Overtime: The Fable about… Anthropic Fable Sponsored by: Squarespace: Save 10% off your first purchase of a website or domain using code atp. Zocdoc: Find the right doctor, right now. Become a member for ATP Overtime, ad-free episodes, member specials, and our early-release, unedited “bootleg” feed!

    há 1 dia

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    2h6min
  • Steam Machine is Perfect-ly Divisive!

    há 2 dias

    Steam Machine is Perfect-ly Divisive!

    Marques, Andrew, and David jump right into this week talking about the Slate truck and whether they think it's actually going to ship. Then they discuss the Steam Machine and whether or not gamers can actually afford it. After that, they wrap it all up with the new Meta Glasses and some trivia. Enjoy! Links: Auto Focus - Slate truck video Dave2D - Steam machine Linus Tech Tips - Building a Steam Machine Nothing 4b tweet 9to5Mac - iOS 27 RCS Beta Verge - Steam Machine released Verge - Steam Machine not subsidized Verge - Meta launches Meta Glasses This episode brought to you by: Framer: https://www.framer.com/wave Shopify: https://www.shopify.com/wave Follow us on socials: Marques: https://twitter.com/MKBHD Andrew: https://www.instagram.com/andrew_manganelli/ David: https://www.instagram.com/davidimel/ Adam: https://www.instagram.com/parmesanpapi17/ Ellis: https://twitter.com/EllisRovin Waveform: Twitter: https://twitter.com/WVFRM Threads: https://www.threads.net/@waveformpodcast Instagram: https://www.instagram.com/waveformpodcast/ 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

    há 2 dias

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    1h 29min
  • The next big breakthrough will be AIs learning on the job

    há 1 dia

    The next big breakthrough will be AIs learning on the job

    Read it here. Thanks to Mercury for sponsoring this essay. Mercury has automated basically my entire bill pay process for my business. I just give contractors a dedicated email address, and when they send an invoice, Mercury automatically creates a draft payment for me to review. I no longer have to hunt through my inbox for invoices or deal with messy spreadsheets to track my bills. Mercury handles it all. Learn more at mercury.com Timestamps: (00:00:00) – The big research bet the labs are making (00:02:12) – Grindability is just as important as verifiability (00:06:10) – Will RLVR alone generalize? (00:08:41) – Getting the learning back to the weights (00:15:22) – Dreaming (00:17:23) – What 2027 looks like Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    há 1 dia

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    20 min
  • The Ad Hoc AI Licensing Regime

    há 19 h

    The Ad Hoc AI Licensing Regime

    This week’s AI Weekly Brief looks at the emerging government-limited rollout process for frontier models, from Mythos to GPT-5.6, and why an opaque, customer-by-customer access regime could be bad for everyone. It also covers Claude Tag, open model momentum, CEO-led AI ROI, and the suddenly revived AI infrastructure trade. Enterprise Agent Leadership Program (FKA EnterpriseClaw) - Next cohort begins 6.29.26: ⁠⁠⁠⁠⁠⁠⁠http://training.besuper.ai/⁠⁠⁠⁠⁠⁠⁠ 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 Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in sponsoring the show? sponsors@aidailybrief.ai

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    11 min

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