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  • Acquired
    Acquired

    1

    Acquired

    Ben Gilbert and David Rosenthal

  • AI Dev Tools — The Crazyrouter Podcast
    AI Dev Tools — The Crazyrouter Podcast

    2

    AI Dev Tools — The Crazyrouter Podcast

    Crazyrouter

  • Dwarkesh Podcast
    Dwarkesh Podcast

    3

    Dwarkesh Podcast

    Dwarkesh Patel

  • Signals and Threads
    Signals and Threads

    4

    Signals and Threads

    Jane Street

  • The Growth Podcast
    The Growth Podcast

    5

    The Growth Podcast

    Aakash Gupta

  • Darknet Diaries
    Darknet Diaries

    6

    Darknet Diaries

    Jack Rhysider

  • Search Engine
    Search Engine

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    PJ Vogt

  • Disney: The Renaissance and the Empire

    10 Aug

    Disney: The Renaissance and the Empire

    In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled, salivating over offers to sell off the film library to MGM and offload the parks to hotel operators. But what followed instead was the greatest turnaround in media history under Michael Eisner and Frank Wells. Beauty and the Beast. The Lion King. Broadway. Bringing the Disney Vault home on VHS and DVD. And the greatest media acquisition of all time — ESPN. And then... it all almost fell apart. Again. Euro Disney turned into a money pit. Boardroom and executive infighting ran rampant. Animation descended into a dumpster fire. (Remember Chicken Little? Us neither.) Comcast — Comcast!! — tried to steal the company via a hostile takeover. Out of the chaos, a new generation of Disney management emerged under Bob Iger to stage yet another epic comeback with Pixar, Marvel and Lucasfilm, creating the defining media empire of the 21st century…until the tech companies came along. Tune in for the ultimate Acquired thrill ride: Disney, Part II. Sponsors: Many thanks to our fantastic Fall '26 Season partners: SierraSentryWorkOSAnthropicLinks: 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 Disney Part II Companion PDFThe Acquired Disney Part II Artifacts visual hubOur Disney Part II column in WSJWorldly Partners' Multi-Decade Disney StudyAll episode sourcesCarve Outs: Warby Parker Transitions Extra ActiveMichael Arndt's Toy Story 3 Story PresentationThe Golden State ValkyriesMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:50 Intro00:05:07 Disney in Chaos (1984)00:11:33 Eisner, Wells, Katzenberg Arrive (1984)00:24:30 Animation Renaissance & CAPS Tech (1989)00:37:33 Flywheel Extensions: Home Video, Retail & Broadway00:54:32 Challenges & ABC/ESPN Acquisition (1994-1995)01:05:55 ESPN: Disney's Accidental Goldmine01:21:26 Eisner's Decline & Save Disney Campaign (2001-2004)01:34:53 Comcast Hostile Takeover Bid (2004)01:41:58 Bob Iger's Vision & Pixar Acquisition (2005-2006)01:52:17 Pixar: From Lucasfilm to Steve Jobs (1979-1995)02:03:11 Toy Story, IPO & Eisner Conflict (1995)02:34:30 Disney Acquires Pixar (2006)02:46:37 Marvel & Lucasfilm Acquisitions (2009-2012)02:58:01 Streaming Pivot: Cord Cutting & BAMTech (2015)03:06:30 The Disney+ Strategy & FOX Acquisition (2017-2019)03:19:01 The Disney+ Launch, COVID, & Chapek's Tenure (2019-2022)03:42:15 Iger's Return, Challenges & Parks Revival (2022-2026)03:50:54 The Business Today: Parks & Streaming Focus03:59:22 Analysis: Disney+ Strategy & The New Media Landscape04:10:01 Analysis: Bull/Bear Cases04:21:20 Quintessence04:24:39 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.

  • Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

    4 days ago

    Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

    (0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong? (1:14:17) Final Midterms Predictions and Scenarios 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.semafor.com/article/10/28/2026/all-in-podcast-cools-on-super-intelligence https://x.com/AndrewBenson/status/2115458726396310008 https://www.nbcnews.com/business/markets/anthropic-releases-ipo-filing-ahead-highly-anticipated-stock-debut-rcna605676 https://www.reuters.com/business/anthropic-recorded-net-loss-over-80-billion-first-half-this-year-wsj-reports-2026-10-20 https://x.com/rdominguezibar/status/2114785991462428811 https://x.com/jaminball/status/2115121906630238287 https://www.vox.com/future-perfect/507875/anthropic-ipo-stop-ai-race-safety https://www.anthropic.com/institute/measuring-pace-of-ai-development https://www.nbcnews.com/business/markets/alphabet-google-stock-ai-advertising-rcna606322 https://x.com/EconomyApp/status/2115539079999971384 https://fortune.com/2026/10/28/alphabet-google-stock-drops-cloud-revenue-doubles-free-cash-flow-negative https://x.com/Couch_Investor/status/2115541399898571180 https://x.com/Geiger_Capital/status/2112702741995037179 https://x.com/PatrickRuffini/status/2089729804941594660 https://x.com/maxanderson/status/2080229375773941871 https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

  • Starbucks (with Howard Schultz)

    04/06/2024

    Starbucks (with Howard Schultz)

    Starbucks. You’d be hard pressed to name any brand that’s more ubiquitous in the world today. With nearly half a billion global customer purchases per week across its stores and 3rd party retail channels, a significant portion of the human population gets their daily fix in the green and white paper cup. (Including our own Ben Gilbert who famously enjoys his daily spinach feta wrap. :) But it wasn’t always this way. Long before the frappuccinos and the PSLs and the cake pops, Starbucks was just a small-time Seattle roaster that only sold beans — and was started not by Howard Schultz but rather the guys who later ran Peet’s (!). Starting from six tiny stores when Howard took over in 1987, this quirky coffee company named after a character from Moby Dick has scaled to nearly 40,000 locations worldwide. Today, in a first for Acquired, the protagonist himself joins us as a third cohost to tell the whole story of Starbucks. And Howard is in the perfect moment to do this — after three separate stints as CEO he’s now retired, off the board of directors, and in his own words “not coming back.” So place a mobile order (or not! as you’ll hear Howard speak about), sit back with your own favorite Starbucks items, and enjoy. Sponsors: ServiceNow: https://bit.ly/acquiredservicenow26Legora: https://bit.ly/acquiredlegoraVanta: https://bit.ly/acquiredvantaStatsig: https://bit.ly/acquiredstatsig26The Biggest Thing We’ve Ever Done: San Francisco. September 10, 2024. Mark your calendars.Links: Howard’s letter “The Soul of a Brand”Worldly Partners’ multi-decade Starbucks analysisStarbucks S-1 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 © Copyright 2024 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.

  • Blackshades

    19 hr ago

    Blackshades

    What if you got infected by a friend who wanted to spy on you? This is the story of how BlackShades spread to more than half a million machines, and 97 people got arrested. SponsorsSupport 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.Support for this show comes from Ramp. Ramp is a financial operations platform bringing spending visibility and control to AI. With Ramp, you can see spending across AI providers and set real-time controls and guardrails by team and model. Stop guessing where your AI spend is going. Get started with Ramp. Learn more at ramp.com/darknet.Support for this show comes from ThreatLocker. ThreatLocker is a Zero Trust Platform that gives organizations control over what can run and what users and devices can access. It combines prevention with real time detection and automated response, helping security teams stop unauthorized activity and quickly contain compromised machines. Learn how ThreatLocker can strengthen your defenses at threatlocker.com/DarknetView all active sponsors. SourcesFull list of sources on the show page: https://darknetdiaries.com/episode/182/

  • Adversarial Clothing - The Dramatic Calls to Regulate Artificial Intelligence

    14 Sept

    Adversarial Clothing - The Dramatic Calls to Regulate Artificial Intelligence

    AI insiders are warning that artificial intelligence could wipe out humanity within the decade, but is this a real threat or a convenient narrative serving Silicon Valley's biggest players? Tune in as the panel untangles fact from hype and digs into the power plays shaping AI's future. Worried Anthropic researchers warn that AI 'could kill all humans' Anthropic Researchers Raise Alarm Over A.I. Acceleration, Warning of Threat to Humanity Countering misuse of AI: September 2026 / Anthropic Pluralistic: LLMs are real, AI is fake (12 Sep 2026) – Pluralistic: Daily links from Cory Doctorow New Apple Watches to get Siri AI 'Recaps' feature similar to AI wearables Apple Unveils the iPhone Duo, a Foldable Phone That Costs $1,999 Key App Developers Have Yet to Embrace Apple's New Siri A.I. Why this month's Microsoft patch release is a doozy LG TV shown scanning LAN for third-party phones and other device The Flock backlash is coming for retail Automobile Camouflage to Hide from Flock Cameras A Secretive DHS 'Predictive Policing' Unit is Analyzing Americans' Financial Habits and Pulling Them Over Clearview AI Is Testing an AI Tool That Would Let Cops Unearth Your Life Online Some of Dyson's $500 toothbrushes are breaking iRobot unveils the Roomba Duo Husqvarna gets the first exception to the FCC's foreign robot ban for its mowers. Correction: Mikah incorrectly stated that Live Rewind and Siri Recap would also be available on iPhone 16 and newer. Apple says the features require an Apple Watch Series 12 or Apple Watch Ultra 4 paired with a supported iPhone. They are not iPhone features. Host: Leo Laporte Guests: Mikah Sargent, Jennifer Pattison Tuohy, and Daniel Rubino Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: joinbilt.com/twit threatlocker.com/twit joindeleteme.com/twit-biz scribe.how/twit bitwarden.com/twit

  • Bad AI Vibes - Why Tech Leaders Miss the Mark on AI's Real Impact

    2 days ago

    Bad AI Vibes - Why Tech Leaders Miss the Mark on AI's Real Impact

    Are we headed for a slow-motion collapse of the AI bubble, or is this just the next phase of tech's endless hype cycle? The panel digs into Apple's hardware bets, the latest in self-driving cars, and what a more human-centered tech future might look like. Binance says 90% of its $6.3 billion hack losses are now covered FBI says North Korea was responsible for the Binance hack Apple unveils its first touchscreen laptop: The MacBook Pro with PROLED XDR Display Sam Altman says its "quite terrible" for your PCs to have RAM, because of course datacenters need it more AI execs may be too out of touch to build for the general public Anthropic expected to receive high 'junk' rating from credit agencies following IPO, FT report says Chinese Executive Close to Nvidia CEO Suspected of Giving China Information The Internet Might Need to Be Rebuilt From Scratch Doordash to acquire Instacart for $17B Grok releases seven minutes of its AI Odyssey Meta built a humanoid robot, but it's only for internal research RIP Patrick Stewart Host: Devindra Hardawar Guests: Anthony Ha and Paris Marx Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: canary.tools/twit - use code: TWIT PaloAltoNetworks.com/Idira helixsleep.com/twit

  • Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)

    17 May

    Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)

    Caitlin Kalinowski was most recently at OpenAI helping build their robotics and hardware teams from scratch. Prior to that, she was head of AR glasses and VR hardware at Meta, where she led the teams building every generation of the Quest, Rift, and Orion, and was Meta’s first consumer electronics hire. Before this, she was technical lead on MacBook Air and Mac Pro at Apple, and helped engineer the original unibody MacBook Pro. She’s designed and engineered some of the hardest and most beloved consumer hardware products in history and is now focused on the next frontier: robotics. In our in-depth conversation, we discuss: 1. VR—what happened? 2. The coming memory price shock and why she’s telling startups to pre-buy now 3. How the technologies built for VR became the foundation of modern warfare 4. Why humanoid robots are still just prototypes, and what’s actually gating mass deployment 5. Lessons from Steve Jobs, Mark Zuckerberg, and Sam Altman 6. Why she left OpenAI — Brought to you by: WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny Vanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny — Episode transcript: https://www.lennysnewsletter.com/p/why-were-at-the-beginning-of-the — Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0 — Where to find Caitlin Kalinowski: • X: https://x.com/kalinowski007 • LinkedIn: https://www.linkedin.com/in/ckalinowski • Website: https://www.caitlinkalinowski.com — Where to find Lenny: • Newsletter: https://www.lennysnewsletter.com • X: https://twitter.com/lennysan • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/ In this episode, we cover: (00:00) Introduction to Caitlin Kalinowski (02:32) Why VR didn’t take off despite incredible hardware (04:55) The future of AR glasses and physical AI (08:45) Why robotics and hardware are suddenly hot (13:33) Why humanoid robots aren’t ready yet (16:13) Supply chain bottlenecks threatening robotics (17:31) Why magnets and actuators are critical dependencies (20:51) The geopolitical implications of hardware supply chains (24:48) AI safety concerns with physical robots (26:50) Apple’s approach to hardware excellence (30:10) Building a hardware program from scratch at Meta (31:39) The Quest 2 cost reduction story (33:07) Critical principles for hardware development (39:58) The MacBook Air manila envelope moment (41:01) The butterfly keyboard situation (41:43) Lessons from Apple on customer feedback (44:46) The memory price crisis coming for hardware (49:31) How many components go into a robot (52:53) When to use off-the-shelf vs. custom components (55:02) How AI is changing hardware engineering (1:00:27) Why humanoids aren’t the answer for most use cases (1:03:05) When robots will build other robots (1:06:23) What makes a robot feel human and connected (1:09:15) Robots in the home (1:12:00) What the next five years look like (1:15:38) Why she left OpenAI (1:18:09) How to hire exceptional hardware teams (1:23:42) Lessons from Steve Jobs, Mark Zuckerberg, and Sam Altman (1:27:27) Failure corner (1:32:33) Lightning round — References: https://www.lennysnewsletter.com/p/why-were-at-the-beginning-of-the — Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com. — Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

  • The Courthouse - Revisited

    1 Sept

    The Courthouse - Revisited

    In this episode we follow up with Gabby and Justin from Episode 59 - two seasoned penetration testers who tell us a story about the time when they tried to break into a courthouse but it went all wrong, and what happened in the aftermath. SponsorsThis show is brought to you by Doppel. Doppel stops AI attacks with digital risk protection, human risk management, and email security on a unified social engineering defense platform.doppel.comThis show is brought to you by Sinch. Sinch is the cloud communications platform businesses build on to send SMS, make calls, and verify identity at scale — including the one-time codes and two-factor prompts that stand between an account and whoever's trying to get into it. Learn more at https://s.sinch.com/4xc8dnz Support for this show comes from ThreatLocker. ThreatLocker is a Zero Trust Platform that gives organizations control over what can run and what users and devices can access. It combines prevention with real time detection and automated response, helping security teams stop unauthorized activity and quickly contain compromised machines. Learn how ThreatLocker can strengthen your defenses at threatlocker.com/Darknet. View all active sponsors. SourcesFull list of sources on the show page: https://darknetdiaries.com/episode/179/

  • 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.

  • Is The "PROLED" Macbook Any Good?

    4 days ago

    Is The "PROLED" Macbook Any Good?

    On this week's spooky episode Marques, Andrew, and David talk about the death of Arc Browser, Apple's new OLED Macbook Pro with a silly name, and the new craze of rooting your TVs. Links: Death of Arc: Twitter MKBHD: Macbook PROLED This episode brought to you by: Charles Schwab: https://www.schwab.com/oninvesting Framer: https://www.framer.com/wave Jira: https://www.jira.com Shopify: https://www.shopify.com/waveform Pipedrive: https://www.pipedrive.com/waveform Gusto: https://www.gusto.com/wave 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 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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