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  • The Home Depot

    21 hr ago

    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, 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.

  • Did Apple Actually Duo It?

    3 days ago

    Did Apple Actually Duo It?

    New iPhones are officially here! Marques, Andrew, and David talk about the new iPhone 18 Pro phones and the newest foldable on the block, the iPhone Duo. There were also some interesting updates to the new AirPods 5 and Apple Watch Series 12/Apple Watch Ultra 4, so they spend some time discussing all of the updates as well. Of course, we wrap it all up with trivia. Enjoy! Links: MKBHD - iPhone 18 Pro/Duo Impressions video Apple - Apple Watch Paper This episode brought to you by: Airbnb: https://www.airbnb.com Granola AI: https://www.granola.ai/waveform Shopify: https://www.shopify.com/waveform Square: https://www.square.com/go/waveform Follow us on socials: Marques: https://www.threads.net/@mkbhd Andrew: https://www.threads.net/@andrew_manganelli David: https://www.threads.net/@davidimel Adam: https://www.threads.net/@parmesanpapi17 Ellis: https://twitter.com/EllisRovin Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

    3 days ago

    AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

    (0:00) Bestie intros! (0:35) AI Doomsday: Valid concern or Doomer psyop? (33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO (58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own data? (1:19:55) Nike removed from S&P 100 after stock tanks 80%: What went wrong? Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/hilbertspaess/status/2097476196791709843 https://x.com/EvanHub/status/2097497037956891126 https://x.com/BernieSanders/status/2097705093520863568 https://x.com/GovPritzker/status/2097715871309312220 https://x.com/DavidSacks/status/2097861539491463331 https://www.youtube.com/watch?v=e_ZDQKq2F08 https://x.com/DavidSacks/status/2097861539491463331 https://polymarket.com/event/ipos-before-2027 https://x.com/bgurley/status/2097690522437444050 https://x.com/polynoamial/status/2097381286193316203 https://x.com/OpenAI/status/2097374640582668336 https://x.com/OpenAI/status/2097375276384567642 https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html https://x.com/libsoftiktok/status/2096970501017010461 https://x.com/spencerpratt/status/2096390079132360936 https://x.com/DrEliDavid/status/2096519550103691364

  • Podlodka #493 – Выгорание от AI

    7 Sept

    Podlodka #493 – Выгорание от AI

    Вроде код за вас пишет AI, но вы весь день проверяете результаты и к вечеру не можете объяснить, что вообще сделали. Вместе с кандидатом психологических наук Натальей Кисельниковой разбираемся, как появились термины brain fry, deskilling и что они означают, как меняется нагрузка при работе с агентами и почему это состояние не стоит автоматически приравнивать к привычному выгоранию. Обсуждаем, что делать, пока агент работает, зачем оставлять себе простые задачи и как перестать бросаться на каждую новую модель. На примерах ревью кода разбираем ловушку иллюзорного ускорения, потерю ощущения авторства и признаки перегруза команды, на которые стоит смотреть тимлиду. А ещё спорим, можно ли отдыхать, работая другую работу, и при чём здесь мытьё посуды и сборка Lego. Полезные ссылки: Отчет про девелоперов и ИИ https://www.harness.io/state-of-software-delivery Также ждем вас, ваши лайки, репосты и комменты в мессенджерах и соцсетях!
 Telegram-чат: https://t.me/podlodka Telegram-канал: https://t.me/podlodkanews Twitter-аккаунт: https://twitter.com/PodcastPodlodka Ведущие в выпуске: Андрей Смирнов, Аня Симонова

  • Adversarial Clothing - The Dramatic Calls to Regulate Artificial Intelligence

    18 hr ago

    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. 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

  • Andrej Karpathy: From Vibe Coding to Agentic Engineering

    30 Apr

    Andrej Karpathy: From Vibe Coding to Agentic Engineering

    Andrej Karpathy (co-founder of OpenAI, former head of AI at Tesla, and now founder of Eureka Labs) talks with Sequoia partner Stephanie Zhan at AI Ascent 2026 about what's changed in the year since he coined "vibe coding." He explains why he's never felt more behind as a programmer, why agentic engineering is the more serious discipline taking shape on top of vibe coding, and why we should think of LLMs not as animals but as ghosts: jagged, statistical, summoned entities that require a new kind of taste and judgment to direct. He also touches on Software 3.0, the limits of verifiability, and why you can outsource your thinking but never your understanding.

  • DuckLake: The Lakehouse That's Just SQL and Parquet

    4 days ago

    DuckLake: The Lakehouse That's Just SQL and Parquet

    How many files does your query read before it reads any data? On some data lakes, you go through JSON and metadata files first, just to learn which Parquet files matter. DuckLake asks one SQL question instead. The metadata lives in a real database. The data stays in plain Parquet. That's the entire format. Pedro Holanda joined DuckDB in 2018, when it was still a research prototype at CWI. He's the lead DuckLake developer. Guillermo Sanchez Dionis works on DuckLake and the new Quack protocol. With Quack as the catalog, DuckLake handles 200 transactions a second under heavy contention. No other open table format comes close. Episode sponsors Six Feet Up Talk Python Courses Links from the show Guests Pedro Holanda: pedroholanda.org Guillermo Sanchez: linkedin.com PhD on progressive indexes: ir.cwi.nl SQLite: www.sqlite.org Litestream: litestream.io boring hardware: talkpython.fm DuckDB: duckdb.org episode 491: talkpython.fm Iceberg: iceberg.apache.org manifesto: ducklake.select DuckLake: ducklake.select spec: ducklake.select this diagram: blobs.talkpython.fm Data inlining: ducklake.select ducklake-dataframe: github.com Polars course: training.talkpython.fm CSV parser: duckdb.org Zero-copy Arrow: duckdb.org ART index: duckdb.org async I/O: duckdb.org v1.0: ducklake.select Git-like branching: ducklake.select Watch this episode on YouTube: youtube.com Episode #562 deep-dive: talkpython.fm/562 Episode transcripts: talkpython.fm Theme Song: Developer Rap 🥁 Served in a Flask 🎸: talkpython.fm/flasksong ---== Don't be a stranger ==--- YouTube: youtube.com/@talkpython Bluesky: @talkpython.fm Mastodon: @talkpython@fosstodon.org X.com: @talkpython Michael on Bluesky: @mkennedy.codes Michael on Mastodon: @mkennedy@fosstodon.org Michael on X.com: @mkennedy

  • Building Codex with Tibo Sottiaux

    5 days ago

    Building Codex with Tibo Sottiaux

    Brought to You By: • turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable • Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages. • Entire – Git hosting, rebuilt for the agentic era. Every agent session, prompt  and tool calls: stored in your repo. — Tibo Sottiaux is one of the engineers who created Codex, and today, he heads up the Core Products & Platform org at OpenAI which also includes Codex. He’s also one of the most public faces of Codex due to his frequent – and generous – usage reset announcements, like this one yesterday. In this episode of the Pragmatic Engineer Podcast, Tibo and I discuss how Codex was built and continues to be iterated upon. We explore why the Codex CLI is written in Rust and was released as open source, how the harness and models have evolved, and why Codex supports models from multiple providers. Tibo also shares details about how the OpenAI team uses Codex throughout the software development lifecycle, including code reviews, maintenance, and system rearchitecture. We look into how AI is lowering the cost of changing code – and some interesting side effects of this – the merger of ChatGPT and Codex, and also how Tibo uses the tools in his own work. — Timestamps 00:00 Intro 07:21 Working at Google 12:41 What drew Tibo to OpenAI 15:19 The early days of Codex 18:20 Why Codex was built in Rust 21:15 Why Codex is open source 25:50 Codex plays nice with other models: why? 32:09 How the harness works 36:44 Harness and model improvements 41:19 The SDLC behind Codex 46:39 Code reviews at Codex 52:09 Maintenance and architecture 56:43 How AI tools expand what engineers can do 1:02:30 The Merge: ChatGPT + Codex 1:07:16 How Tibo uses Codex and ChatGPT 1:10:44 Advice for engineers who want to work in AI — The Pragmatic Engineer deepdives relevant for this episode: • How Codex is built • How Claude Code is built • How Cursor was built • What is "loop engineering?” • How Uber uses AI for development: inside look • Why Ramp built its own in-house coding agent, Inspect • “I ship code I don’t read”: with Peter Steinberger, the creator of OpenClaw — Production and marketing by ⁠⁠⁠⁠⁠⁠⁠⁠https://penname.co/⁠⁠⁠⁠⁠⁠⁠⁠. For inquiries about sponsoring the podcast, email podcast@pragmaticengineer.com. Get full access to The Pragmatic Engineer at newsletter.pragmaticengineer.com/subscribe

  • How Every's Team Used AI to Ship Its Biggest Launch Ever

    22 Jul

    How Every's Team Used AI to Ship Its Biggest Launch Ever

    Yash Poojary, a growth engineer at Every, dropped an idea for a campaign in Slack at 7 p.m. Instead of building it himself, Every’s head of growth Austin Tedesco took a screenshot of the Slack thread, dropped it into Codex, typed "Can you do this?", and went to the gym. By the time he got back, Codex had built four audience segments, drafted emails for each one, and pulled a social image that had worked before. It took Austin 10 minutes to make some tweaks and schedule the whole thing to send the next morning. Within a few hours, it generated more than $25,000 in revenue.  That story came out of the launch week for All Access, Every’s new $625-a-year membership built around the Builder Pack. It includes $7,000 in credits and free usage from ten of the AI products Every uses every day, including Claude Max, Codex, Cursor Pro+, PostHog, Notion, Framer, Render, and Flora. On this episode of AI & I, four of Every's own builders—COO Brandon Gell, head of marketing Douglas Brundage, as well as Yash and Austin—sit down to show how they use AI, breaking down their personal stacks and giving insight into their own strategies and mindset for building. If you found this episode interesting, please like, subscribe, comment, and share! To hear more from Dan Shipper: Subscribe to Every: https://every.to/subscribeFollow him on X: https://twitter.com/danshipperTimestamps for YouTube: 0:00 Intro  0:35 All Access Explained  3:01 Yash's Tech Stack and How He's Automating Testing Pipelines  8:02 The Idea to Execution Loop  10:25 How an Agent Turned an Idea into $25K  17:50 The AI Sandwich Workflow  22:03 Making AI Tools Accessible to Solo Builders  28:50 Douglas on Brand and Design 34:51 Tips on What to Build First  43:46 What's Next for All Access Links to resources mentioned in the episode: Brandon Gell on X: https://x.com/bran_don_gellYash Poojary on X: https://x.com/poojary_yashAustin Tedesco on X: https://x.com/tedescau?lang=enDouglas Brundage on X: https://x.com/DABrundageIntroducing Every All Access: https://every.to/on-every/introducing-every-all-accessGet the Builder Pack: every.to/builder-pack  Go to https://attio.com/every and get 15% off your first year.

  • We unfolded the iPhone Duo

    3 days ago

    We unfolded the iPhone Duo

    Apple did the one more thing: This week it announced its much-anticipated folding phone. It also announced some surprising and controversial new AI features for Apple Watch, including "Live Rewind," which gives the user a text transcript of the last 15 seconds of real life. On today's Vergecast, Allison Johnson and Vee Song report back from California after having more hands-on time with Apple's new devices. Plus, Nilay Patel and David Imel take another swing at discussing Mac Minis and local LLMs with AI researcher CJ Trowbridge. Finally, Allison and Jake tackle some non-Apple stories in the truly rapid-fire thunder round. Further reading: iPhone 18 Pro and Pro Max: Our first hands-on impressions The variable aperture isn’t the cool part of the iPhone 18 Pro’s camera Hands-on with the foldable iPhone Duo Hands-on with the new Apple Watch Series 12 and Apple Watch Ultra 4 Apple Watch Series 12 has an always-on Siri that makes AI recaps of your day Read the Apple document explaining how new listening features still protect your privacy Mathematicians want proof OpenAI didn’t use their work OpenAI’s sly mathematical breakthrough sends a chill through academia Drama swirls around OpenAI’s legendary mathematical milestone The Trump phone just got a $250 price hike Six years later, Sony revisits its legendary XM4 headphones Hori’s electronic Ocarina of Time requires no musical talent. 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

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  • Zambia
  • Zimbabwe

Asia Pacific

  • Afghanistan
  • Australia
  • Bhutan
  • Brunei Darussalam
  • Cambodia
  • 中国大陆
  • Fiji
  • 香港
  • Indonesia (English)
  • 日本
  • Kazakhstan
  • 대한민국
  • Kyrgyzstan
  • Lao People's Democratic Republic
  • 澳門
  • Malaysia (English)
  • Maldives
  • Micronesia, Federated States of
  • Mongolia
  • Myanmar
  • Nauru
  • Nepal
  • New Zealand
  • Pakistan
  • Palau
  • Papua New Guinea
  • Philippines
  • Singapore
  • Solomon Islands
  • 台灣
  • Thailand
  • Tonga
  • Turkmenistan
  • Uzbekistan
  • Vanuatu
  • Vietnam

Europe

  • Albania
  • Armenia
  • Österreich
  • Belarus
  • Belgium
  • Bosnia and Herzegovina
  • Bulgaria
  • Croatia
  • Cyprus
  • Czechia
  • Denmark
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  • Georgia
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  • Iceland
  • Ireland
  • Italia
  • Kosovo
  • Latvia
  • Lithuania
  • Luxembourg (English)
  • Malta
  • Moldova, Republic Of
  • Montenegro
  • Nederland
  • North Macedonia
  • Norway
  • Poland
  • Portugal (Português)
  • Romania
  • Россия
  • Serbia
  • Slovakia
  • Slovenia
  • España
  • Sverige
  • Schweiz
  • Türkiye (English)
  • Ukraine
  • United Kingdom

Latin America and the Caribbean

  • Anguilla
  • Antigua and Barbuda
  • Argentina (Español)
  • Bahamas
  • Barbados
  • Belize
  • Bermuda
  • Bolivia (Español)
  • Brasil
  • Virgin Islands, British
  • Cayman Islands
  • Chile (Español)
  • Colombia (Español)
  • Costa Rica (Español)
  • Dominica
  • República Dominicana
  • Ecuador (Español)
  • El Salvador (Español)
  • Grenada
  • Guatemala (Español)
  • Guyana
  • Honduras (Español)
  • Jamaica
  • México
  • Montserrat
  • Nicaragua (Español)
  • Panamá
  • Paraguay (Español)
  • Perú
  • St. Kitts and Nevis
  • Saint Lucia
  • St. Vincent and The Grenadines
  • Suriname
  • Trinidad and Tobago
  • Turks and Caicos
  • Uruguay (English)
  • Venezuela (Español)

The United States and Canada

  • Canada (English)
  • Canada (Français)
  • United States
  • Estados Unidos (Español México)
  • الولايات المتحدة
  • США
  • 美国 (简体中文)
  • États-Unis (Français France)
  • 미국
  • Estados Unidos (Português Brasil)
  • Hoa Kỳ
  • 美國 (繁體中文台灣)