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  • The Home Depot

    14 Sept

    The Home Depot

    The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look legitimate. After being unceremoniously fired from their previous hardware chain at ages 48 and 35, Bernie Marcus and Arthur Blank took the words of their New York banker Ken Langone (who had also just accidentally caused their firings) to heart: they'd just been "kicked in the ass with a golden horseshoe.” They proceeded to author the greatest compounding story in American retail history, helped by some legendary cameos along the way from Sol Price, Jamie Dimon, and Ross Perot (to name a few). And the ending is as good as any superhero film: from its 1981 IPO to today, The Home Depot has been the single highest-returning equity in the entire US stock market — higher than Apple, Microsoft, Berkshire Hathaway, and everything else! Sponsors: Many thanks to our fantastic Fall '26 Season partners: SierraWorkOSAnthropicSentryLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Official Acquired Meetup on Sept 17th with our friends at Sentry. Join us!The Acquired Home Depot Companion PDFOur Visual Artifacts page for Home DepotBuilt from Scratch by Bernie Marcus and Arthur BlankKick Up Some Dust by Bernie MarcusThe Board Wore Chicken Suits by Joe Nocera, The New York TimesFrank Blake on Invest Like the BestKen Langone's interview with Arvind NavaratnamWorldly Partners' Multi-Decade Home Depot StudyAll episode sourcesCarve Outs: Silo Season 3Tires Season 3Ratio 8 Coffee MakerTrade CoffeeQuarterbackComedianMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:43 Intro00:05:32 Bernie Marcus's Early Career and meeting Arthur Blank (1972)00:15:58 Ken Langone & Handy Dan (1970s)00:33:08 Ken Buys Handy Dan, Bernie & Arthur Fired00:43:55 Ross Perot Almost Buys Home Depot00:51:20 Pat Farrah & The HomeCo Interlude01:05:03 First Stores & Early Model (1979)01:14:16 Home Depot Goes Public & Expands (1981)01:24:35 Home Depot's Unique Operating System01:46:01 Arthur Blank Takes CEO & Early Cracks (1997)01:56:07 The Bob Nardelli Era (2000-2007)02:12:09 Nardelli's Public Downfall & Firing (2006-2007)02:24:24 Frank Blake's Turnaround: Crisis & Culture (2007)02:42:30 E-commerce & Distribution Revolution02:59:57 Home Depot Today: Pro & DIY (2024)03:12:04 Analysis: The Paradox of Specialness03:16:18 7 Powers: Home Depot's Competitive Advantages03:19:17 Quintessence: Why It Got So Big03:26:27 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.

  • The Xiaomi Fold and New Meta VR Glasses

    1 day ago

    The Xiaomi Fold and New Meta VR Glasses

    Wake me up, when Techtember ends. As we wrap up September the crew talks about taking pictures with a toothbrush, Tesla Roadster being delayed, new Nothing Headphone Pros, Meta Connect, and OpenAI Dev day! Links: Mark Gurman: Homepad Twitter Joanna Stern: Mark Zuckerberg Interview The Verge: Amazon Blocks Muse Ben Jordan: Flock Senate Hearing This episode brought to you by: Shopify: https://www.shopify.com/waveform Framer: https://www.framer.com/wave Jira: https://www.jira.com Pipedrive: https://www.pipedrive.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

  • Hot Dog on an Actuator

    2 days ago

    Hot Dog on an Actuator

    Pre-show: Marco has M6 performance numbers 🗣️ It’s St. Jude time! 🗣️ Podcastathon on Friday October 2 @ noon eastern The Marco Offset™ Follow-up: John’s mouse pad (via Andy) Rounded corners are, bad, maybe? AirPower… desk? 🤨 John’s weird AirPods 5 issues Finding Intel apps in macOS System Settings → General → About → Intel-based Apps Learn more… M5 Ultra Mac Studio GPU scores New Mac mini storage caveats 𝓍OS 27 Screen Time woes (Timestamp link to 8m50s) iOS 27 vs. Pi-hole dazfuller Aaron Vegh GM vs. CarPlay Casey’s blog post Casey’s mea culpa Wait, just kidding Apple Watch is listening… Steve Riggins What about “Hey, Siri”? Nick Heer MKBHD Ask ATP: What’s the highest mileage we’ve ever gotten to in a car? (via Elliot) Saturn SL2 Nissan 300ZX Nissan Maxima Volvo 200 series Honda Civic fifth-gen Porsche IMS bearings BMW VANOS What is John going to do to deal with Gmail policy changes? (via Mark Bramhill) Would Apple reuse the 2019 design for a phantom new Mac Pro? (via Ben Cooper) Post-show: Casey tries to hack his car Home Assistant Wireshark Charles Proxy MQTT Members-only ATP Overtime: Ternus’s “Intelligent Personal Hub” and Apple’s home AI hub Digital Hub strategy (Timestamp link to 1h29m46s) Intelligent personal hub Gurman Sponsored by: Granola: The AI notepad for back-to-back meetings. Claude: Ready to tackle bigger problems? Get started with Claude today. Become a member for ATP Overtime, ad-free episodes, member specials, and our early-release, unedited “bootleg” feed!

  • We Are the Neanderthals - Why LLMs Fail at Complex Reasoning

    24 Sept ·  Video

    We Are the Neanderthals - Why LLMs Fail at Complex Reasoning

    Forget large language models. This episode uncovers a radically different approach to AI, where physics-guided reasoning and energy-based models are reshaping what machines can actually understand—and why that could unlock breakthroughs mainstream AIs keep missing. Claude Opus 5.5 and OpenAI GPT-6 Sol & Luna both launch today with lower costs Muse, Meta's extraordinarily privileged AI assistant, has a serious 0-day Two Google DeepMind AI Researchers Resign Over Safety MetaConnect on during the show Google fully details Googlebooks: $899+, October launch, & more Introducing MiMo-V2.6 series Google CC I'm Upping My P(Doom) Handshake AI Skills Studio/OpenAI Brian Johnsrud Introducing The Horowitz Andreessen Academy On 'Cupertino,' Creators of the 'The Good Wife' Go to Silicon Valley Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Patrick Hillmann Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/twit scribe.how/machines originhq.com/intelligentmachines

  • Dots get up in Muse's business

    1 day ago

    Dots get up in Muse's business

    Is the key to turning around public opinion on AI just to make it cuter? Nilay Patel, Jake Kastrenakes and David Imel talk about the latest adorable agents that want access to all your data, then discuss whether this week's White House AI accord is worth the paper it's written on. Plus: Gadgets, gadgets, gadgets! We speculate on Apple's rumored October 13 announcement, drool over Huawei's camera for your cameraphone, and herald the return of physical buttons in the new Kindle cases. We wrap things up with the usual Brendan Carr is a Dummy and a lightning round full of Cybercabs, data centers, 'Old Reddit' and government chatbots. Vote for us in the Signal Awards! Vote Vergecast: Best Technology Podcast Vote Version History: Best History Podcast Vote Decoder: Best Business Podcast Further reading: OpenAI launches Dots, its Muse competitor OpenAI plans to bring Dots to consumers, too. Meta’s Muse AI sent a YouTuber’s address to a stranger Maybe don’t let Muse run your Facebook Marketplace account. Sam Altman says OpenAI won’t go public until its models are safe Google announces Gemini 4 and says it’s so capable that only ‘trusted cyber defenders’ can have it right now AI researchers put out videos saying superintelligence is ‘exactly as dangerous as it sounds’ Here’s how tech leaders will self-police AI safety under Trump’s deal Here’s what AI leaders are saying about Trump’s new safety plan Trump: “You’re going to see — data centers are going to be very popular.” Trump orders US government to call AI ‘Super Intelligence’ Huawei made a whole camera to attach to its latest phone Amazon is launching colorful new Kindles — and a case with physical page-turn buttons Apple’s ‘HomePad’ will reportedly launch on October 13th NBC News: FCC head says government-funded Trump ads are ‘normal’ and ‘don’t raise any red flags’ The People of Utah vs. Kevin O’Leary Tesla’s Cybercab robotaxi rollout: the biggest news and announcements The White House launched an AI chatbot for government-related questions. Reddit says it has to cut back access to ‘Old Reddit’ because of AI bots 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. 0:00 Welcome 00:52 Awards and Listener Voting 01:36 Week Ahead Preview 01:52 OpenAI Dots vs Meta Muse 06:09 Living as Tasks 19:47 Business Models and Privacy 23:41 Bot Traffic and Web Friction 27:48 Trump Superintelligence Accord 37:46 Gadget Segment Kickoff 38:26 Huawei Screw On Lens Camera 41:33 Why Phone Camera Hybrids Fail 44:09 Pricey Phone Lens Debate 45:31 Kindle Lineup Upgrades 48:49 Apple Smart Home Display Rumors 01:02:58 Brendan Carr is a Dummy 01:08:27 America Gov Chatbot 01:14:54 Old Reddit Bot Crackdown 01:19:30 Utah Data Center Blowup 01:25:17 Cybercab Ride Report 01:27:31 Wrap Up And Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

    26 Aug

    #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

  • Google releases Gemini 4 Argon

    1 day ago

    Google releases Gemini 4 Argon

    Plus - Amazon introduces Kindle Click; Audible’s new features let you explore book worlds — and use AI to talk to characters Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO

    1 day ago

    Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO

    Jonathan Siddharth, Co-Founder & CEO of Turing, joins Sourcery to break down how AI training & deployment are changing in 2026. We cover the shift from training models to pass benchmarks to training agents for real work through RL environments, and why AI agents that can operate for days today could eventually work autonomously for weeks, months and years. Jonathan explains why open-weight models are now roughly 3–6 months behind the frontier, why enterprises are building their own AI systems, and how companies should think about frontier vs. sovereign AI, model routing, distillation and owning their proprietary learning loops. “There's absolutely a place in the world for Ferraris & Koenigseggs. But there's also a place in the world for Model Ys.” We also get into reward hacking, emergent behavior, AI safety, recursive self-improvement, super intelligence (SI) and why Jonathan believes AI will see a slower takeoff over the next decade rather than an overnight transition. Jonathan Siddharth: https://x.com/jonsid Molly O’Shea: https://x.com/MollySOShea  Sourcery: ⁠https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊 YouTube: https://youtu.be/nI1owceD-xg 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • Zone—develops next-generation data center campuses, partnering with AI companies, site developers and technology leaders to bring compute online faster and at scale. Visit: https://zonefrontier.com    • Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery  • VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com   • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery • Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery   Follow Sourcery for the latest updates! https://www.sourcery.vc Disclosure Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jonathan Siddharth, Co-Founder & CEO at Turing (01:03) The biggest shift in AI data this year (04:10) Why AI won't replace jobs, but uplevel them (08:31) The arms race inside cybersecurity (11:22) Why train AI on what it shouldn't do? (15:45) The Hugging Face hacking incident (22:33) How AI models cheat to win (27:40) The AI playbook (32:20) Open models are only 3–6 months behind (41:30) Why chips, energy and data always win (47:27) Is superintelligence by 2030 the goal? (53:32) Jonathan's hottest take on AI (55:00) The next 10 years of superintelligence

  • Cybereason - Molerats in the Cloud

    06/04/2021

    Cybereason - Molerats in the Cloud

    The threat research team at Cybereason uncovered an interesting piece of malware. Studied it and tracked it. Which lead them to believe they were dealing with a threat actor known as Molerats.  Sponsors This episode is sponsored by Cybereason. Cybereason reverses the attacker’s advantage and puts the power back in your hands. Their future-ready attack platform gives defenders the wisdom to uncover, understand, and piece together multiple threats. And the precision focus to end cyberattacks instantly – on computers, mobile devices, servers, and the cloud. They do all this through a variety of tools they’ve developed such as antivirus software, endpoint monitoring, and mobile threat detection tools. They can give you the power to do it yourself, or they can do all the monitoring and respond to threats in your environment for you. Or you can call them after an incident to get help cleaning up. If you want to monitor your network for threats, check out what Cybereason can do for you. Cybereason. End cyber attacks. From endpoints to everywhere. Learn more at Cybereason.com/darknet. View all active sponsors. Sources https://www.cybereason.com/hubfs/dam/collateral/reports/Molerats-in-the-Cloud-New-Malware-Arsenal-Abuses-Cloud-Platforms-in-Middle-East-Espionage-Campaign.pdf https://malpedia.caad.fkie.fraunhofer.de/actor/molerats https://www.fireeye.com/blog/threat-research/2013/08/operation-molerats-middle-east-cyber-attacks-using-poison-ivy.html

  • Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

    20 hr ago

    Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

    (0:00) Bestie intros! (2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging (45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more (1:00:24) Midterm predictions, 2028 look ahead (1:09:28) Media coverage of attempted terrorist hijacking 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://x.com/WhiteHouse/status/2105292669303791687 https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30 https://www.atlantafed.org/research-and-data/data/gdpnow https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH4925362 https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30 https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel https://polymarket.com/predictions/midterms https://x.com/OliaOnX/status/2105333178814832963 https://x.com/NYTimesPR/status/2105328158379856153

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