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  • The Walt Disney Company

    22 Jun

    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” articleWalt 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.

  • AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

    3 days ago

    AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

    (0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead (44:17) France on the brink: Riots, immigration referendum, debt crisis (1:31:49) Trump's second half strategy, Press Secretary J-Cal? Follow Nikesh: https://x.com/nikesharora 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.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now https://x.com/chamath/status/2112757725369348417 https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718 https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security https://x.com/eastdakota/status/2113079352682570051 https://x.com/nsacyber/status/2112903220209098897 https://abliteration.ai https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21 https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd https://x.com/visegrad24/status/2111542897598455888 https://polymarket.com/event/france-declares-state-of-emergency-byptptpt https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt https://x.com/GOP_is_Gutless/status/2112157762981347373

  • Fitbit Air and Ferrari's Luce Fiasco

    29 May

    Fitbit Air and Ferrari's Luce Fiasco

    This was a big week for tech aficionados. Not only do Marques, Andrew, and David dig deep on the new Fitbit Air and the Google Health app but they also discuss the new Ferrari Luce EV which has the internet in flames. After that, they talk about Marques seeing a Cybercab, Motorola being sketchy, and David accidentally bringing a disco party to Pixel devices. Links: ⁠Joanna Stern on Waveform: https://youtu.be/pF7flwZJgLA?si=mZB6w-Vi7RKiqHpm MKBHD - Fitbit Air review: https://youtu.be/9GSDvO0LFFE?si=RImb9XY4E4vHaz2n DC Rainmaker - Fitbit Air Review: https://youtu.be/Sryp2OOn9Xk?si=Aii1Q4Fv5tO4Eeh1 DesFit - Fitbit Air Review: https://youtu.be/e_uSpR_4hmg?si=TAP3vANBYuju0sOh 9to5Google - Motorola Honey Hack: https://9to5google.com/2026/05/25/motorola-amazon-app-hijacking-behavior/ Autofocus - Ferrari Luce video: https://www.youtube.com/watch?v=6Reu1WS3BhM Cleo Abram - Jony Ive x Ferrari: https://youtu.be/K-o0r2zSgCE?si=658deFPLFo5xzOg2 @GazzettaFerrari on Twitter: https://x.com/GazzettaFerrari/status/2059278602399543309 @RaceJohnson on Twitter: https://x.com/RaceJohnson/status/2055815818357940325 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

  • The $8 million AI music scam

    14 Oct

    The $8 million AI music scam

    A man named Mike Smith was recently sentenced to 18 months in prison, and a fine in excess of $8 million, for creating an AI system that faked billions of streams and earned him millions in royalties. Wired's Kate Knibbs explains how Smith pulled it off, how he got caught, and what this case means for the internet's growing slop problems. 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: ⁠Apple’s HomeView ad is confusing to everyone except parents | The Verge⁠ ⁠Ocarina of Time’s Switch 2 remake feels modern — and terrifying | The Verge⁠ ⁠We might not have to wait 13 years for the next GTA | The Verge⁠ ⁠Epic is bringing Fortnite to Linux | The Verge⁠ ⁠JPMorgan Chase is keeping AI agents out. | The Verge⁠ ⁠Wired: Spotify Confirms Streaming Fraud After Kalshi Trader Cries Foul⁠ 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)

    11 Oct

    Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)

    Josh Woodward is the head of Google Labs, the Gemini app, and AI Studio. He has spent over 17 years at Google and oversees its longest-running and largest labs team, whose products include NotebookLM (now Gemini Notebook), Project Genie, and Flow. His job is to find, experiment with, and scale new AI products, and he has built one of the most distinctive product cultures in the industry for generating ideas, running experiments, and, even more importantly, knowing when to quit. In our in-depth conversation, we discuss: 1. Why every company now needs to think and operate like a labs team 2. Where the best ideas really come from 3. The “almost possible” framework 4. How to recognize genuine product-market fit early 5. When to kill an idea 6. What skills are rising in value in the AI era 7. Why roles are not actually blurring into one universal builder role 8. How to set up your internal labs team — Brought to you by: WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more DX—Engineering intelligence for the AI era — Episode transcript: https://www.lennysnewsletter.com/p/why-every-company-now-needs-to-think — Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0 — Highlights: https://lennyspodcast.com/mostreplayedmoments — Where to find Josh Woodward: • X: https://x.com/joshwoodward • LinkedIn: https://www.linkedin.com/in/joshwoodward — 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 (02:53) Why every company now needs to think like a labs team (05:43) Where great ideas come from (07:43) The “almost possible” framework (11:52) Finding product-market fit (16:09) Falling in love with the problem, not the solution (17:57) When to kill an idea (19:35) Overseeing Google Labs and the Gemini app (22:21) Next consumer AI breakthroughs (24:32) Google’s vision for a personal assistant (27:18) What is overhyped and underhyped in AI right now (31:36) Skills rising in value: unlearning rate, explosive endurance, trust (35:45) Why roles are not blurring into one universal builder role (38:59) Explosive endurance rhythms (41:31) How planning has changed: rolling windows and 100-day milestones (43:37) Labs lifecycle stages (47:37) Tips for setting up an internal lab (54:00) The future of products in an AI world (56:26) Google Labs culture, rituals, and closing thoughts — References: https://www.lennysnewsletter.com/p/why-every-company-now-needs-to-think — 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

  • NAXARIISTA ALLE SWT: Sheikh Yahya Al-Raaby

    25 Sept

    NAXARIISTA ALLE SWT: Sheikh Yahya Al-Raaby

    NAXARIISTA ALLE SWT JANNADA IYO NIMCOOYINKA UU ALLE U DIYAARIYEY AHLUL-JANNAHA TOWBADDA: HOW TO RETURN TO ALLAH SWT

  • Seinfeld

    19 Oct

    Seinfeld

    Seinfeld, which ended three decades ago, has been watched by 72 million Americans so far THIS YEAR. Behind that incredible stat is an equally incredible business story: obsessive creators, perfect market timing, an ownership structure that aligned incentives for the long term…all of which created a sitcom that became number one by breaking all the rules. Sponsors: Many thanks to our fantastic Fall '26 Season partners: SierraAnthropicSentryWorkOSLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Acquired Seinfeld Companion PDFTop of the Rock: Inside the Rise and Fall of Must See TV by Warren LittlefieldComedianThe Seinfeld Chronicles: An Unnecessary Data Exploration by Andy KirkWorldly Partners' Seinfeld Study by Arvind NavaratnamJerry Seinfeld's 2017 Harvard Business Review InterviewAll episode sourcesCarve Outs: Seinfeld - "The Marine Biologist"Seinfeld - "The Jacket"Seinfeld - "The Dinner Party"The Seinfeld Chronicles: An Unnecessary Data Exploration by Andy KirkBuck's of WoodsideTin CanMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:55 Intro00:04:52 Jerry Seinfeld's Stand-Up Origins (1954-1988)00:16:16 NBC Pitches a Late-Night Special (1988)00:21:35 Enter Larry David (1988)00:35:04 Fin-Syn Rules & The Castle Rock Deal00:52:45 Making the Pilot & Test Screening Disaster (1989)01:04:24 Rick Ludwin Saves the Show (1989-1990)01:10:17 Adding Elaine & "No Hugging, No Learning"01:28:41 Season 2 & Defying Network Notes (1991)01:35:56 The Structural Mechanics of Seinfeld01:45:11 Season 4 & "The Contest" (1992)01:57:09 Moving to Must See TV Thursdays (1993)02:07:28 Anatomy of a Production Week & The Harvard Lampoon Writers02:15:44 The Syndication Cash Cow (1995)02:28:36 Larry Leaves, Cast Salaries & Season 9 (1996-1997)02:42:13 Jack Welch's Brunch Offer & Jerry Walks (1997)02:55:04 The Finale & Final TV Economics (1998)03:11:21 The Modern Streaming Era & Netflix's Massive Deals03:17:38 Analysis03:30:00 7 Powers03:34:00 Quintessence03:41:49 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.

  • Vanguard

    18 May

    Vanguard

    Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, on behalf of 50 million clients (including, likely, many of you). And yet Vanguard itself is essentially a communist organization — it has no shareholders, makes no profits, and operates more like REI than Fidelity. If you own a Vanguard fund, you own a piece of the firm itself. Any excess margin instead gets returned to clients in the form of lower fees, which since 1975 have added up to roughly five hundred billion dollars transferred out of Wall Street managers’ pockets and into retail investors’ savings accounts. And oh yeah, it all started as a cockamamie revenge plot by a guy who’d just been fired by his partners. Today we tell the story of communist capitalism at its finest — Vanguard. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. MorganWeAreDevelopers eventServiceNowVercelStatsigLinks: This episode's PDF companionSign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!Our Vanguard "episode preview" in WSJStay the Course: The Story of Vanguard and the Index Revolution by John C. BogleThe Bogle Effect by Eric BalchunasWorldly Partners' Multi-Decade Vanguard StudyWorldly Partners' Article Generational Investing: The Discipline Behind 100+x OutcomesAll episode sourcesCarve Outs: Our WSJ pieces on Ferrari and VanguardMacBook Pro M5 MaxMichael MacKelvie on YouTubeThe Super Mario Galaxy MovieBrooks Vanguard sneakersMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:41 Intro00:05:30 Jack Bogle's Early Life & Family Ruin (1929)00:12:34 Princeton Thesis & Mutual Funds Emerge (1949-1951)00:27:20 Joining Wellington Management (1951)00:30:38 The Go-Go Years & Fidelity's Ascent (1958-1965)00:40:36 Jack Takes the Reins & The Ivest Merger (1965)00:46:04 The Go-Go Bust & Jack's Crisis of Conscience (1970-1973)00:53:28 Jack is Fired: The Genesis of Vanguard (1974)01:13:03 The Journal Article That Inspired It All (1974-1976)01:35:02 Building the Fund & Early Struggles (1976-1981)01:44:32 The Rise of Indexing & Vanguard's Growth (1988-1992)01:49:06 Jack's Health & The CEO Transition (1995-1996)02:00:06 The ETF Debate & Jack's Second Firing (1999)02:24:18 The 2008 Financial Crisis: Vanguard's Moment02:30:46 The Warren Buffett Bet (2008-2019)02:41:28 Fidelity & BlackRock's Resurgence (Post-2008)02:52:04 Salim Ramji: Vanguard's First Outside CEO03:04:43 Wellington's Comeback & Mutual Ownership03:08:23 Analysis03:30:58 Quintessence03:39:35 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.

  • Did the New PEN Impress You? Plus Apple Adds Aperture

    11 Sept

    Did the New PEN Impress You? Plus Apple Adds Aperture

    This week on The PetaPixel Podcast, the team discusses OM System's new PEN camera and then transitions to Apple Park where they are joined by Jason Vong and The Verge's Allison Johnson to talk Pros and Duo. Thanks to our friends at DxO for sponsoring today’s podcast! PhotoLab 10 adds smarter AI masks for people and subjects, new color grading tools, and automatic sensor dust removal. Its new depth masks let you select areas by their distance from the camera, so you can brighten distant mountains without changing the foreground. Its AI tools work offline, and there’s no subscription required. PetaPixel’s Michael Bonocore walks through the new features using his photographs from Morocco, with before-and-after examples and practical editing tips. Save 15% on any DxO software, including PhotoLab 10, with code PetaPixel at https://dxo.com. Valid for new customers only; excludes upgrades. Now saving when you shop for your favorite gear at B&H Photo is even easier with the B&H Payboo Credit Card which lets you Save the Tax — you pay the tax, and B&H pays you back instantly! (Save the Tax on eligible purchases shipped to eligible states.) OR you can pay over time with our 6 & 12 month financing (on minimum purchases of $199 for 6 months, and $599 for 12 months). Terms apply, learn more at http://bhphoto.com/payboo. Credit card offers are subject to credit approval. Payboo Credit Card Accounts are issued by Comenity Capital Bank Check out PetaPixel Merch: store.petapixel.com/ We use Riverside to record The PetaPixel Podcast in our online recording studio. In This Episode:00:00 - Intro07:55 - The Nikon ZR is getting open gate12:09 - Nikon is making nine T1.9 cinema lenses15:57 - Sigma's new lenses look very nice24:48 - Also, new Sigma filters29:28 - Dang, it's been 20 years since Sony made one of these32:17 - SmallRig's new batteries are designed to be used on set34:23 - GoPro's founder promises the company isn't done making consumer cameras36:16 - Pentax doesn't actively make any DSLRs anymore38:49 - Leica made a very limited edition 66mm f/241:29 - OM finally gave us a new Pen... but the monkey's paw curled. 54:57 - Jason Vong and The Verge's Allison Johnson from Apple Park1:37:16 - Tech Support1:48:21 - Feel good story of the week

  • Fahamka Caalamka: Shiinaha, Ruushka & Isbeddelka Dunida — Awoodaha Hagaya Mustaqbalka Adduunka

    12 Jan

    Fahamka Caalamka: Shiinaha, Ruushka & Isbeddelka Dunida — Awoodaha Hagaya Mustaqbalka Adduunka

    𝐅𝐚𝐡𝐚𝐦𝐤𝐚 𝐒𝐡𝐢𝐢𝐧𝐚𝐡𝐚 – 𝐆𝐞𝐨𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐬 & 𝐗𝐚𝐝𝐚𝐚𝐫𝐚𝐝 𝐚𝐡𝐚𝐚𝐧Taarikhda iyo xadaaradda Shiinaha si koobanSidee Shiinuhu uga soo baxay qarnigii dulaysiga una noqday awoodda labaad ee dunida?Waa maxay falsafadda ku qotonta xadaaradda Shiinaha?Doorka uu Shiinuhu ku leeyahay juquraafiga siyaasadeed ee dunida maanta𝐅𝐚𝐡𝐦𝐢𝐝𝐝𝐚 𝐆𝐞𝐨𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐬: 𝐑𝐮𝐮𝐬𝐡𝐤𝐚 𝐈𝐲𝐨 𝐑𝐞𝐞𝐫 𝐆𝐚𝐥𝐛𝐞𝐞𝐝𝐤𝐚Taarikhda Ruushka si koobanMaxaa Ruushka mar walba kahor keena Reer Galbeedka?Maxaa sababay dagaalka Ruushka & Ukraine?Xidhiidhka Shiinaha iyo Ruushka.Sidee Putin u fekeraa?𝐈𝐬𝐛𝐚𝐝𝐚𝐥𝐤𝐚 𝐃𝐮𝐧𝐢𝐝𝐚 𝐌𝐚𝐚𝐧𝐭𝐚 Dunidu maanta halkee ku socotaa?Sidee ayay isbadalka dunidu inoogu saameysay doontaa?Arrinta Somaliland iyo ictiraafka Netanyahu: maxaa sababay, ujeeddadiisuna maxay tahay?Abraham Accords – maxaan ka naqaan?Somaliland ma heli doontaa ictiraaf caalami ah?Maxay Imaaraadku Qeyb ugu yihiin xasad walbo oo Gobalka ka taagan?Isbarbardhigga maamuladii kala duwanaa ee SoomaaliyaMaxaa ka dhexeeya Soomaalida iyo Yemen ee dagaalladu u wada saameeyaan?Mustaqbalka Soomaaliya 10-ka sano ee soo socda𝐆𝐮𝐧𝐚𝐚𝐧𝐚𝐝:Maxaa la gudboon jiilka maanta jooga dunidan isbeddelaysa?

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