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Acquired

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Acquired

Ben Gilbert and David Rosenthal
All-In with Chamath, Jason, Sacks & Friedberg

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All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC
TED Radio Hour

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TED Radio Hour

NPR
Hard Fork

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Hard Fork

The New York Times
Dwarkesh Podcast

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Dwarkesh Podcast

Dwarkesh Patel
Lex Fridman Podcast

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Lex Fridman Podcast

Lex Fridman
The a16z Show

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The a16z Show

Andreessen Horowitz

3일 전

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SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes? Follow Gavin Baker: https://x.com/GavinSBaker Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html https://github.com/karpathy/autoresearch https://github.com/multica-ai/andrej-karpathy-skills/stargazers https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4 https://x.com/i/broadcasts/1dxYljYVREYJX https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459 https://x.com/wallstengine/status/2057378437485216031 https://x.com/MorePerfectUS/status/2056842597117636890 https://x.com/lulumeservey/status/2057239284487201043 https://polymarket.com/event/spacex-ipo-closing-market-cap-above https://x.com/elonmusk/status/2057228707606196434 https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606 https://polymarket.com/event/may-inflation-us-annual https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html https://polymarket.com/event/fed-rate-hike-in-2026 https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html https://www.cnbc.com/quotes/US10Y

3일 전

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1시간 42분
4일 전

2

Our Field Trip to Google I/O + A Sit-Down With Sundar Pichai + System Update

This week, we headed to Mountain View, Calif., for the annual developer event Google I/O. We share our reactions to Google’s biggest announcements, including a revamped search box, new agentic tools that compete with OpenClaw and an updated flash model of Gemini that the company says is faster than competitors. Then, we ask Sundar Pichai, the company’s chief executive, how he’s responding to growing evidence that the public is souring on A.I., what advice he’d give to college grads frightened by the current job market and where the company stands relative to competitors in the A.I. race. Finally, we run through the other big tech headlines of the week in our segment System Update. Guest: Sundar Pichai, chief executive of Google. Additional Reading: Google Changes Its Search Box for the First Time in 25 Years How Google Is Starting to Win the A.I. Race Elon Musk Loses $150 Billion Suit Against OpenAI and Sam Altman Before Mass Layoffs, Meta Reassigns 7,000 Workers to Focus on A.I. Pope to Launch Encyclical on AI Alongside Anthropic Co-Founder Was a Story That Just Won a Literary Prize A.I.-Generated? Book on Truth in the Age of A.I. Contains Quotes Made Up by A.I. We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4일 전

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55분
5월 18일

3

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: Sign 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.

5월 18일

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3시간 48분
4일 전

4

What we'll eat on a warmer planet

From the farm, to the lab, to our tables, what we eat and how it's grown is changing. Agriculture contributes to global warming and is being transformed by it. This hour, a glimpse into the future of food. Guests include chef and policy advisor Sam Kass, farmers Jim Whitaker and Jessica Whitaker Allen, biotechnologist Isha Datar and artist Sam Van Aken. Original broadcast date: July 5, 2024. TED Radio Hour+ listeners now get access to bonus episodes, with more ideas from TED speakers and deeper conversations with Manoush. By signing up for Plus, you directly support our work and public media, so all your episodes (like this one!) come to you without sponsor breaks. Learn more at plus.npr.org/ted See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences. NPR Privacy Policy

4일 전

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50분
1일 전

5

Why AI Isn’t Killing SaaS Yet

Originally aired on MTS segment, Monetary Matters, Jack Farley and Max Wiethe speak with Ara Kharazian, Lead Economist at Ramp, about what real business spending data says about AI adoption, why the “SaaSpocalypse” narrative is overblown, and how companies are actually buying and deploying AI tools. They also discuss Anthropic overtaking OpenAI in Ramp’s AI Index, token-based pricing, AI productivity gains, and why many legacy software firms may be more resilient than people expect. Resources: Follow Ara on X: https://x.com/arakharazian Follow Jack on X: https://x.com/JackFarley96 Follow Max on X: https://x.com/maxwiethe Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

1일 전

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40분
2일 전

6

The AI paradox: More automation, more humans, more work | Dan Shipper

Dan Shipper is the co-founder and CEO of Every, a media and software company that’s become a living laboratory for the future of work. Everyone at his company of about 30 people is an AI early adopter; from editors to ops people, they use AI to do much of their work, giving Every a unique lens into where the world is heading. A year ago on this show, Dan predicted that people were sleeping on Claude Code for nontechnical work, which proved to be remarkably prescient. Today he’s back with another set of calls: the SaaS apocalypse is dumb, CLIs are over, the forward deployed engineer is the most valuable new hire, and the only thing you need to do to stay employed is ride the models. Dan’s predictions: 1. The future of work will happen inside Codex or Claude Code. 2. Every company will have one “super-agent” inside their Slack that every employee talks to regularly. 3. SaaS is not dead—in fact, Dan is bullish on SaaS stocks. His contrarian take: “I would buy SaaS stocks right now.” 4. SaaS economics will shift: users will bring their own AI tokens into apps, which actually improves SaaS margins. 5. PMs will thrive in the AI era. 6. Full-stack designers will become superheroes. 7. The AI job apocalypse is not happening. 8. Forward deployed engineer is the new most essential role. 9. CLIs are over. 10. Automation is a lie. 11. We will read way more AI-generated writing and we will like it. 12. We’ll be building software for humans and agents to use together. — 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/the-ai-paradox-dan-shipper — Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0 — Where to find Dan Shipper: • X: https://x.com/danshipper • LinkedIn: https://www.linkedin.com/in/danshipper/ • Podcast: https://every.to/podcast • Website: https://danshipper.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 Dan Shipper (02:56) Dan’s unique position living in the AI future (09:17) How the way we work will change in the coming year (16:39) The case for general agents (18:08) Codex and Claude Code as the new operating system for work (25:39) How Cursor fits in (27:42) How this changes what SaaS companies should build (31:13) Why CLI is already over (33:34) Two agents are better than one (36:22) Why Dan is bullish on SaaS stocks (39:01) Why automation doesn’t reduce human work (47:00) The value of human-written code (48:36) Quick recap (50:15) How work is changing (56:17) Why data scientists are drowning in bad analysis (58:24) Which product/tech roles are least changed by AI (1:02:17) We will read way more AI-generated writing and we will like it (1:08:28) Why product managers will dominate the AI era (1:11:05) Full-stack designers are the other big winners (1:13:11) The AI job apocalypse won’t happen (1:16:00) How to “ride the models” to stay relevant (1:21:02) Final predictions and advice (1:25:24) Lightning round — References: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper — 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

2일 전

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1시간 34분
1일 전

7

How Do I Reclaim My Schedule? (w/ Laura Vanderkam) | Monday Advice

It’s common to feel like you don’t have enough time in your schedule to build a life that’s both professionally successful and personally deep. But is this true? In today’s episode, Cal interviews time management expert Laura Vanderkam about her new book, BIG TIME, which argues that with the right tweaks and mindset you might be able to start getting more out of your life right away. Below are the questions covered in today's episode (with their timestamps). Get your questions answered by Cal! Send an email to podcast@calnewport.com. Video from today’s episode: youtube.com/calnewportmedia (0:00) How do I reclaim my schedule? (w/ Laura Vanderkam) (2:00) Eliminating distraction and prioritizing deep work (1:08:18) Batching email responses (1:13:25) Cal’s upcoming books (1:18:51) What Cal is reading (1:24:06) HQ update Books: Grow Healthier as You Grow Older (Kenneth Cooper) The Ride of a Lifetime (Bob Iger) MurderBot (Martha Wells) Links: Sign up for Cal’s newsletter at www.calnewport.com/ideas Buy Cal’s latest book, “Slow Productivity” at www.calnewport.com/slow Get a signed copy of Cal’s “Slow Productivity” at https://peoplesbooktakoma.com/event/cal-newport/ Cal’s monthly book directory: bramses.notion.site/059db2641def4a88988b4d2cee4657ba? Thanks to our Sponsors: https://www.calderalab.com/deep https://www.vanta.com/deepquestions https://www.shipstation.com/deep https://www.drinklmnt.com/deep Thanks to Jesse Miller for mastering and production, Jay Kerstens for the intro music, and Nate Mechler for research and newsletter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1일 전

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1시간 27분
5월 19일

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How Solar Panels Can Help You Fight Rising Energy Costs

Electricity prices are on the rise, thanks in part to the rise of AI data centers. Can installing solar panels help offset that cost? Jan Rosenow, a professor of energy and climate policy at Oxford, answers a listener’s question. Terms of Service is a CNN Podcasts and Goat Rodeo production. At Goat Rodeo, the lead producer is Rebecca Seidel, and the executive producers are Megan Nadolski and Ian Enright. At CNN, Dan Bloom is our Senior Producer and Dan Dzula is our Technical Director. Production support from Sofía Sanchez. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5월 19일

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25분
1일 전

9

How The Best Companies Defend Against Mediocrity And Rot

In this episode of the Main Function Garry sits down with Eric Ries, author of "The Lean Startup", about his new book, "Incorruptible: Why Good Companies Go Bad And How Great Companies Stay Great". Ries breaks down why shareholder primacy often leads to company and product degradation, how founders can lose control of the companies they build, and what legal structures and governance models can protect a company's core mission from outside threats.

1일 전

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50분
5월 15일

10

A.I. Safety Is So Back + Mythos Mayhem with Nikesh Arora + Hot Mess Express

This week, between the president’s negotiations in China and a potential executive order, we discuss why the Trump administration seems to be changing its tune on A.I. safety. Then, Nikesh Arora, chief executive of Palo Alto Networks, the largest cybersecurity company in the world, gives us a firsthand account of where we stand in the race to secure the internet. And finally, we run through some of the wildest headlines of the week in a round of Hot Mess Express. Guest: Nikesh Arora, chief executive and chairman of Palo Alto Networks. Additional Reading: White House Considers Vetting A.I. Models Before They Are Released Chief Executives to Accompany Trump to China Is Anthropic’s New A.I. Really That Scary? It Depends Whom You Ask. Venmo Finally Takes Privacy Seriously Amazon Staff Use A.I. Tool for Unnecessary Tasks to Inflate Usage Scores Graduates Boo Commencement Speech About A.I. Dua Lipa Files $15 Million Suit Against Samsung for Using Her Face to Sell TVs EBay Rejects GameStop’s $55 Billion Takeover Bid Shein, Temu Trade Blows as UK Trial Spotlights Supply Chains People Are Seriously Pissed That Grindr Outed Them With Its Latest Madonna Advert Sam Altman Testifies That Elon Musk Wanted Control of OpenAI We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5월 15일

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1시간 8분

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1일 전
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5월 14일

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