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  • Acquired
    Acquired

    1

    Acquired

    Ben Gilbert and David Rosenthal

  • Darknet Diaries
    Darknet Diaries

    2

    Darknet Diaries

    Jack Rhysider

  • Waveform: The MKBHD Podcast
    Waveform: The MKBHD Podcast

    3

    Waveform: The MKBHD Podcast

    MKBHD

  • Abdijaliil Show
    Abdijaliil Show

    4

    Abdijaliil Show

    Abdijaliil Osman

  • In the Loop AI
    In the Loop AI

    5

    In the Loop AI

    In the Loop AI

  • Understood: The Big Bet
    Understood: The Big Bet

    6

    Understood: The Big Bet

    CBC

  • All-In with Chamath, Jason, Sacks & Friedberg
    All-In with Chamath, Jason, Sacks & Friedberg

    7

    All-In with Chamath, Jason, Sacks & Friedberg

    All-In Podcast, LLC

  • Rolex

    3 May

    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: Vanta: https://bit.ly/acquiredvantaServiceNow: https://bit.ly/acquiredservicenow26Legora: https://bit.ly/acquiredlegoraStatsig: 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.

  • Data Is the New Oil, in That It's Useless Until You Refine It

    6 Oct

    Data Is the New Oil, in That It's Useless Until You Refine It

    All links and images can be found on CISO Series This week's episode is hosted by me, David Spark, producer of CISO Series and Andy Ellis, principal of Duha. Joining us is Jake Lorz, vp information technology and CISO, Cintas. In this episode: Security's identity crisis The AI that never has a bad day Your permissions have secrets Nobody wrote it down A huge thanks to our sponsor, ThreatLocker An AI-generated attack may be new, but it still needs to execute, access data, and move through your environment. ThreatLocker applies enforceable controls at each of those points, limiting what attackers can do regardless of how their code was created. Book a demo at threatlocker.com/ciso.

  • Lockheed Martin

    30/05/2023

    Lockheed Martin

    Today we bring you two absolutely incredible stories. The first is Lockheed’s legendary Skunk Works division — the elite team of aviation geniuses who produced some of the greatest airplanes in history: the U-2, the Stealth Fighter, and the incomparable SR-71 Blackbird. The second story is arguably even more important, but not widely known! It's the secret and true origins of Silicon Valley — and Lockheed’s primary role in it. We take you from WWII to the Cold War, all the way to today to unpack and analyze the industry dynamics of defense contractors in the modern era. Tune in and prepare to be blown away by what you’ll learn about the history of our industry! Links: Ben Rich’s Skunk WorksKelly’s 14 Rules of Skunk WorksLMSC’s “Seven Tenets”Steve Blank’s Secret History of Silicon ValleyEpisode sourcesCarve Outs: Nier: AutomataThe Blackbird speed check storyEGO Lawn Tools (just in time for Fathers’ Day!) Sponsors: Vanta: https://bit.ly/acquiredvantaServiceNow: https://bit.ly/acquiredservicenow26Legora: https://bit.ly/acquiredlegoraStatsig: https://bit.ly/acquiredstatsig26 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.

  • #499: So many questions??

    6 Oct

    #499: So many questions??

    Topics covered in this episode: PEP 824 brings ?? and ??= to Python for None handling Python 3.15 gets a surprise RC3, and Python 3.10 reaches end of life asyncio.shield Pyxel: the retro game engine for Python Extras Joke Watch on YouTube About the show Sponsored by us! Support our work through: Our courses at Talk Python Consulting from Six Feet Up Connect with the hosts Michael: Mastodon / BlueSky / X / LinkedIn Calvin: Mastodon / BlueSky / X / LinkedIn Show: Mastodon / BlueSky / X Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Tuesday at 7am PT. Older video versions available there too. Finally, if you want an artisanal, hand-crafted digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Michael #1: PEP 824 brings ?? and ??= to Python for None handling PEP 824, a new draft from Marc Mueller sponsored by Guido van Rossum, proposes None-coalescing operators for Python 3.16. The ?? operator returns its left-hand side unless that value is None, and ??= assigns a fallback only when the target is None. It revives the long-deferred PEP 505 from over a decade ago, trimmed to just these two operators, with None-aware access split off into PEP 823. The goal is replacing verbose is None checks with something closer to or, but keyed on None instead of truthiness. Every Python codebase has piles of if x is None fallback code, and this is the first serious move in ten years to give it real syntax. user.age ?? "unknown" is like or but only falls back on None, so 0, "", and [] pass through instead of getting clobbered user.name ??= "unknown" replaces the two-line check-then-assign pattern, with left-side subexpressions evaluated and cached exactly once Precedence sits between or and conditional expressions, matching JavaScript and C#, and ?? lands as a BoolOp in the AST next to and and or Unlike +=, ??= is a conditional assignment that skips the right side entirely, which is why it gets its own AST node rather than AugAssign Still draft status targeting 3.16, with a working reference implementation and an online demo to try, and it notably rejects a soft keyword like otherwise in favor of the familiar ?? Discussion-worthy: the PEP answers the old objection that making None easier will proliferate its use, pointing out None is already everywhere and the status quo just produces uglier code # OG way user = db.get_user() city = None if user is not None: if user.address is not None: if user.address.city is not None: city = user.address.city # Michael's preferred way user = db.get_user() city = user?.address?.city Calvin #2: Python 3.15 gets a surprise RC3, and Python 3.10 reaches end of life The release team added a surprise third release candidate for Python 3.15 to fix last-minute lazy-import release blockers. They wanted time to test the fixes properly. That pushes the 3.15.0 final release from October 2 to October 9, 2026. RC3 has about 156 fixes from 82 contributors. The headline features are explicit lazy imports (PEP 810), the new frozendict (PEP 814) and sentinel (PEP 661) built-ins, and UTF-8 as the default encoding (PEP 686). No more ABI changes are coming, so library authors should be building 3.15 wheels now. uv 0.12.23 already added CPython 3.15.0rc3. On October 1, Python 3.10.22, 3.11.17, 3.12.15, 3.13.16 and 3.14.8 shipped together with nine common security fixes. They cover SSL validation, tarfile and zipfile handling, and urllib credentials. Python 3.10.22 is the final 3.10 release. After five years it gets no more security updates, so anyone still on 3.10 should upgrade. Python 3.13.16 is the last full maintenance release of 3.13, which now moves to security-only fixes. Only 3.13.16 and 3.14.8 have Windows and macOS installers, and the older releases are source-only. Python 3.11 gets security fixes through October 2027, and 3.12 through October 2028. A natural way to tie the two together: one version is nearly out the door and one is officially gone, and the same week is the time to test your code on 3.15 and move off 3.10. Michael #3: asyncio.shield Where async code can be cancelled In async Python, every await is a point where your coroutine can be stopped. If someone cancels the task, asyncio raises CancelledError at whichever await the coroutine is paused on, and nothing after that line runs. Quart does this on purpose. When the client disconnects, it cancels the request's task. From quart/asgi.py: elif message["type"] == "http.disconnect": self._disconnected = True request.body.disconnect() request_task.cancel() That's reasonable for a slow page nobody is waiting on anymore. It's a problem for a handler that writes to the database in two steps: await downloads.insert_one(event) # 1. log the download await totals.update_one(..., {'$inc': ...}) # 2. bump the episode's total A podcast app requests the MP3, gets what it needs, and hangs up. If it hangs up while step 2 is in flight, step 1 has already landed and step 2 never runs. Nothing is logged and nothing reaches Sentry, because a cancelled request isn't an error. The two collections just drift apart. Under WSGI this couldn't happen. A disconnect didn't stop your view; the view finished both writes and the server only failed later, when it tried to send the response. The demo I ran this on Python 3.14. The "client" hangs up 15 ms into a pair of 10 ms writes: async def record_download(): await db_write('events') await db_write('total') _pending: set[asyncio.Task] = set() async def record_download_shielded(): task = asyncio.create_task(record_download()) _pending.add(task) task.add_done_callback(_pending.discard) await asyncio.shield(task) record_download events=1 total=0 record_download_shielded events=1 total=1 The unshielded version loses the increment. The shielded version finishes it, even though the request was cancelled. The full script is in the scratchpad as shield_demo.py if you want it for the show. What asyncio.shield does, and its traps shield(task) protects the inner task from a cancellation aimed at the outer one. The handler still gets CancelledError immediately, so nothing after that line runs, but the inner task keeps going until both writes finish. The traps: Keep a reference to the task. The event loop only holds weak references to tasks, so a task with no other reference can be garbage-collected mid-run. The asyncio docs warn about this. That's what _pending is for. Its errors go nowhere by default. If a shielded write fails after the handler has already been cancelled, nobody awaits the result. You only get a "Task exception was never retrieved" warning. Log errors from inside the task, or in the done callback. It doesn't survive a process shutdown. If the event loop is closing, as during a Granian worker recycle or a deploy, pending tasks are still cancelled. The window is tiny, but it isn't zero. It hides hangs. A shielded write to a stuck database lives forever. Put a timeout inside the shielded task (asyncio.timeout(...)), not outside it. It makes the pair finish, not atomic. A crash between the two writes still splits them. The real fix is one operation that can't half-happen. That's what the SQLite move gets: an insert and an upsert in one synchronous transaction, with no await in the middle. Shield is the right patch for the Mongo code until then. The general lesson: in async code, related writes made one after another are only as reliable as the client's patience. Before shipping something like that, check whether your framework cancels on disconnect. Quart does, and I believe Django 5's async views do too. I don't think Starlette cancels a plain endpoint, but I haven't checked any of these other frameworks' source, so verify them before you say it on air. Calvin #4: Pyxel: the retro game engine for Python Pyxel is a free, MIT-licensed retro game engine for Python, built and maintained by a single developer. It has been in development since 2018 and has passed 18,000 GitHub stars. It's modeled on classic game consoles and deliberately limits you to 16 colors and 4 sound channels, which keeps scope small and games finishable. Built-in editors cover pixel art, tilemaps, sound and music, so you can make the graphics, audio and game logic in one place. The engine is implemented in Rust and compiled to WebAssembly, but you write your games in plain Python. Pyxel Code Maker is a browser playground with a code editor, resource tools and a run button. It loads projects from local files, GitHub Gists or URLs, and saves back to a Gist for sharing. Games can also run on the web, so sharing one can be as simple as sending a link. It's a fun, low-barrier way into game development, good for beginners and for teaching kids. Extras Calvin: Python Lang Summit 2026 discusses a sys namespace Be Careful Updating Your Refrigerator Michael: New Siri is No Bueno Who out there is doing interesting work with sqlite and litestream? Trying to put an episode together on it. Tinymongo shoutout https://tinymongo.org Joke: I was there.

  • #258 - Opus 5.5, Sol and Luna, Muse, DeepSeek-V4.1-Flash, Xi

    2 Oct

    #258 - Opus 5.5, Sol and Luna, Muse, DeepSeek-V4.1-Flash, Xi

    Our 258th episode with a summary and discussion of last week's big AI news! Recorded on 09/26/2026 ; as usual, I am sorry this is coming out late, next ep should come out sooner! Hosted by Andrey Kurenkov and Jeremie Harris Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/ In this episode: Anthropic released Opus 5.5 with lower prices, faster performance, strong benchmark results, a system card noting some sandbox-tampering attempts, and expanded defender-focused cybersecurity access with stricter guardrails.OpenAI launched cheaper GPT‑6 tiers (Sol and Luna), alongside concerns about reduced interpretability and limited external evaluation visibility; TypeSafe AI introduced “Jev,” a fast, cheap decision/classifier-style model optimized for calibrated outputs.Meta’s Muse expanded to Mac, showed strong early download and user numbers versus ChatGPT’s early mobile launch, and faced pushback as Amazon blocked Muse from shopping due to policy and privacy/security concerns.Open-source and research updates included DeepSeek 4.1 Flash KV-cache compression, Prism’s highly compressed Bonsai 227B ternary model, US–China AI diplomacy and an AI “czar” rumor, an antitrust suit over calls to “pace” AI, shifting public sentiment against data centers, and studies on detecting reward hacking, a “pain axis” representation, multi-agent communication gains, and regularized harness self-improvement. A thank you to our current sponsors: Box - visit box.com/LWIAI to learn moreNotion - visit notion.com/lwai to try Notion’s Developer Platform today.ODSC AI - visit odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.Factor - visit factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a year Timestamps (these may a few minutes off due to sponsor inserts): (00:00:10) Intro / Banter(00:01:43) News Preview Tools & Apps(00:02:59) Anthropic releases Opus 5.5 with lower prices and Fable-level performance | TechCrunch + Making frontier cybersecurity capabilities available to defenders(00:24:31) OpenAI launches GPT-6 Sol and Luna, boasting lower cost and fewer mistakes | TechCrunch(00:29:34) A new kind of AI model from a ChatGPT inventor is thrilling developers | TechCrunch(00:37:44) Meta's Muse hits Mac, letting the AI take actions on your computer | TechCrunch Applications & Business(00:38:23) Meta's Muse is outpacing ChatGPT’s early mobile launch | TechCrunch(00:42:36) Amazon blocks Meta’s Muse AI agent | The Verge Projects & Open Source(00:44:34) DeepSeek-V4.1-Flash: Pushing the Limits of KV Cache Compression(00:53:19) Introducing Bonsai 2 27B: Near-Lossless Compression in a 9x Smaller Footprint Policy & Safety(00:57:24) Trump and Xi to Discuss A.I. Risks and Competition at US-China Summit - The New York Times + Arms control negotiators think there won’t be an AI treaty between America and China(01:06:11) Bessent eyed for Trump’s ‘AI czar’(01:07:09) Anthropic, OpenAI, SpaceXAI, Google sued over call to ‘pace’ AI development(01:11:05) More Americans now say data centers are negative for the environment, energy costs and more | Pew Research Center(01:14:51) Monitoring and Discovering Reward Hacking with Internal Representations during LLM Evaluations(01:20:01) The Pain Axis: LLMs Represent Self-Directed Harm and Act to Relieve It Research & Advancements(01:24:40) OpenAI Says It Has Cracked One of Math’s ‘Millennium Problems’ - The New York Times + OpenAI wants to consult elite mathematicians about how to not fumble again | The Verge(01:30:04) Scaling Discovery through Test-Time Communication(01:35:44) RRSI: Regularized Recursive Self-Improvement of Agent Harnesses See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  • Costco

    2 May

    Costco

    Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create incredible company value. For instance: Costco has the cheapest prices of any major retailer in America — and also the wealthiest customer base. They pay their hourly workers 30% above the industry norm (and give them excellent healthcare + 401k benefits) — and are almost 3x more profitable on labor than Walmart. Speaking of Walmart, Costco stocks 40x fewer SKUs than their Bentonville-based rivals — yet sells an average of 15x more volume of each. And oh yeah, practically all of Costco’s C-Suite started their careers as baggers and checkout clerks! Tune in for a mind-bending exploration of one of the world’s most iconic — and iconically unique — companies. This episode was released on August 20, 2023. Links: The Science of HittingWarren Buffett’s Costco jokeEpisode sourcesCarve Outs: Tifosi sunglassesDwells “take off everything”Jeremy Giffon on Invest Like the BestDogpatchDavid Lidsky’s great piece on Acquired in Fast Company Sponsors: Vanta: https://bit.ly/acquiredvantaServiceNow: https://bit.ly/acquiredservicenow26Legora: https://bit.ly/acquiredlegoraStatsig: https://bit.ly/acquiredstatsig26 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.

  • Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

    4 days ago

    Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

    (0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and community backlash (1:02:03) Riots in France, Friedberg's socialism metric, bond market (1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless? 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.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html https://www.anthropic.com/constitution https://x.com/andrewcurran_/status/2108244808494154089 https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800 https://www.lesswrong.com/users/eliezer_yudkowsky https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640 https://en.wikipedia.org/wiki/Roko%27s_basilisk https://www.nytimes.com/2026/10/06/science/openai-math-problems.html https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/ https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents https://scottaaronson.blog/?p=10169 https://x.com/imjustnewatai/status/2107601711032373333 https://x.com/skdh/status/2107848423726555204 https://x.com/friedberg/status/2107856770609844491 https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273 https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html https://www.nytimes.com/2026/10/08/business/france-bond-yields.html https://x.com/LucAuffret/status/2108217923101683737 https://polymarket.com/event/next-french-presidential-election https://polymarket.com/event/another-fed-rate-hike-in-2026 https://x.com/nikitabier/status/2108262529571144176

  • Trust Agnes! - Apple Unveils its Apple HomeView and Apple Home Collection

    1 day ago

    Trust Agnes! - Apple Unveils its Apple HomeView and Apple Home Collection

    Apple held its "Welcome Home" event, debuting Apple HomeView and Apple Home Collection, a lineup of new smart home accessories in partnership with LG. Apple also unveiled its Apple TV 4K. And will Apple finally debut its Touchscreen MacBook Pro later this month? Meet Apple HomeView, a new way to enjoy entertainment and manage the home. Introducing Apple Home Collection, a new lineup of smart home accessories. Apple unveils the new Apple TV 4K, supercharged by Siri AI. Apple set to debut touch-screen MacBook and new iPad Mini in late October. You can now start the iPhone Duo pre-order process. iPhone Duo has a book-like two-page Quick Look layout. Apple discloses deal to hire team and license tech from personalized podcast startup Huxe. Apple may have to officially support Apple Intelligence removal on Macs to protect sales. Tim Cook, Elton John, King Charles launch Apple x King's Trust Creative Labs. 'Remnants' – Ti West directed the first immersive horror movie for the Apple Vision Pro. After a 10-year redemption arc, No Man's Sky is coming to the iPhone and iPad. Picks of the Week Christina's Pick: Sprout Pi Jason's Pick: HA Green + Claude Leo's Pick deskflow/desktflow Andy's Pick: It's the Great Pumpkin, Charlie Brown. Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: zocdoc.com/macbreak coveron.com/macbreakweekly and use code macbreakweekly Simplify.us/NestEgg

  • Formula 1

    2 Mar

    Formula 1

    Formula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-person teams spend hundreds of millions designing cars from scratch, and — as one of our listeners perfectly put it — the “Real Housewives of the Garage”, a soap opera of billionaire egos, team politics, and paddock drama that makes for incredible reality television. It's also the world's most popular annual sporting series with over 827 million fans globally — a fact that would shock most Americans, who until a recent viral Netflix series had barely heard of it. Today we tell the story of how a chaotic, deadly, and gloriously dysfunctional European racing series became one of the greatest business stories in sports. For decades, brilliant engineers and daredevil drivers dedicated their lives (and too often lost them) to a league controlled for 45 years by a single man: a former London car dealer named Bernie Ecclestone, who centralized power and extracted billions, while also undeniably single-handedly making the sport successful. Then, in a move no one saw coming, the American company Liberty Media bought the whole thing in 2017, installed a team of Fox Sports and ESPN veterans, and did what Bernie never would — professionalized it. All of a sudden famously money-losing F1 teams turned into real businesses, with the average team valuation today clocking in at an astounding $3.6 billion. Buckle up for one of our most-requested episodes: the wild story of Formula 1. Sponsors: Vanta: https://bit.ly/acquiredvantaServiceNow: https://bit.ly/acquiredservicenow26Legora: https://bit.ly/acquiredlegoraStatsig: https://bit.ly/acquiredstatsig26Links: Sign up for email updates and vote on future episodes!The Formula by Joshua Robinson and Jonathan CleggDrive to Survive on NetflixF1 The Movie on Apple TVAdrian Newey, How to Build a CarSenna documentaryWorldly Partners' Multi-Decade Formula One StudyAll episode sourcesCarve Outs: Cirque du Soleil EchoSuper Bowl LX Mic'd UpTonalPrincess Peach: Showtime! on Nintendo SwitchDaloopa for historical financial data 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 00:00:00 Start00:00:37 Intro00:05:52 Origins of F1: Britain, Italy, and Monaco00:30:43 Bernie's Entrance00:37:42 Bernie Consolidates Power00:50:33 F1 as a Global TV Sport (Except America)01:08:08 F1's Incredible Engineering Achievements01:19:34 Senna's Crash and a New Era for Safety01:33:18 The Many Owners of F1, and Bernie's Liquidity Drama01:57:48 FOTA: The attempted breakaway series02:05:07 RedBull, Mercedes, and Reinventing the Sport02:42:33 Liberty Media buys F1 and Brings it to the Modern Era03:05:03 Drive to Survive03:26:45 Apple, TV Rights, and Success in America03:41:52 F1: The Business Today03:56:23 Analysis: Why Did F1 Work… and Was Bernie Necessary?04:05:40 7 Powers04:08:23 Bear vs. Bull Cases04:16:32 Quintessence04:20:08 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.

  • How Cal AI turned creators into a growth machine — Jake Castillo, Cal AI

    17 hr ago

    How Cal AI turned creators into a growth machine — Jake Castillo, Cal AI

    On the podcast: the “magic moment” test for whether creators can sell your app, the one number that caps what you can pay them, and why cloning hit apps like Cal AI rarely pays off. Top Takeaways: 🥊 Choose creator niches by what the viewer wants, not what the creator does UFC fighters track every calorie, but their audience is on the couch with pizza, and thousands of dollars of posts produced no download spike. ✨ Creator content only sells an app that has a magic moment A scan-analyze-result sequence made viewers do a double take; without that, the app’s appearance in a creator’s video reads as an ad and never goes viral. 🧮 Never pay a CPM above your revenue per thousand views, and go flat rate Break-even is set by a creator's average views, and the profit sits in the one post that goes mega viral, which a flat fee lets you keep. 🏷️ Keep the price low on purpose when the goal is to be the app everyone has $30 a year, among the cheapest in the category, was a deliberate choice to be the easiest app to buy rather than the most profitable per user. 🧬 Sharing the playbook publicly is safe when the edge is a thousand tested details The clones that copied a public growth story were never going to catch up with a team that was obsessed with small compounding improvements. About Jake Castillo:🚀Co-founder of Cal AI, the AI-powered app for easy calorie tracking. Snap a photo, scan a barcode, or describe your meal and get instant calorie and nutrient info 👋 Linkedin 💬 Jake Castillo on X Follow us on X:  David Barnard - @drbarnardJacob Eiting - @jeitingRevenueCat - @RevenueCatSubClub - @SubClubHQEpisode Highlights:[00:00] Why the truth is always in the comments [00:29] How Jake met Zach and joined Cal AI [06:11] The creator partnership that changed Cal AI's trajectory [09:45] Why fitness creators were the perfect channel [13:57] Cal AI's three-step "magic moment" [17:40] Why Cal AI wasn't afraid of copycats [19:53] The UFC and mukbang creator bets that flopped [25:21] How to spot creators who will convert [28:00] Finding creators before they blow up [30:12] Pricing creator deals around revenue per 1,000 views [35:30] Measuring creator performance when attribution gets murky [39:04] Building the systems to manage hundreds of creators [43:09] The real secret to signing creators at scale [46:50] When and how Cal AI added paid ads [51:59] Keeping the experience consistent from ad to onboarding [55:07] Why Cal AI kept its price at $30 a year [58:47] The MyFitnessPal acquisition [01:03:36] Lightning round: affiliate deals and doing the work

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