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  • The Home Depot

    14 Sept

    The Home Depot

    The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look legitimate. After being unceremoniously fired from their previous hardware chain at ages 48 and 35, Bernie Marcus and Arthur Blank took the words of their New York banker Ken Langone (who had also just accidentally caused their firings) to heart: they'd just been "kicked in the ass with a golden horseshoe.” They proceeded to author the greatest compounding story in American retail history, helped by some legendary cameos along the way from Sol Price, Jamie Dimon, and Ross Perot (to name a few). And the ending is as good as any superhero film: from its 1981 IPO to today, The Home Depot has been the single highest-returning equity in the entire US stock market — higher than Apple, Microsoft, Berkshire Hathaway, and everything else! Sponsors: Many thanks to our fantastic Fall '26 Season partners: SierraWorkOSAnthropicSentryLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Official Acquired Meetup on Sept 17th with our friends at Sentry. Join us!The Acquired Home Depot Companion PDFOur Visual Artifacts page for Home DepotBuilt from Scratch by Bernie Marcus and Arthur BlankKick Up Some Dust by Bernie MarcusThe Board Wore Chicken Suits by Joe Nocera, The New York TimesFrank Blake on Invest Like the BestKen Langone's interview with Arvind NavaratnamWorldly Partners' Multi-Decade Home Depot StudyAll episode sourcesCarve Outs: Silo Season 3Tires Season 3Ratio 8 Coffee MakerTrade CoffeeQuarterbackComedianMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:43 Intro00:05:32 Bernie Marcus's Early Career and meeting Arthur Blank (1972)00:15:58 Ken Langone & Handy Dan (1970s)00:33:08 Ken Buys Handy Dan, Bernie & Arthur Fired00:43:55 Ross Perot Almost Buys Home Depot00:51:20 Pat Farrah & The HomeCo Interlude01:05:03 First Stores & Early Model (1979)01:14:16 Home Depot Goes Public & Expands (1981)01:24:35 Home Depot's Unique Operating System01:46:01 Arthur Blank Takes CEO & Early Cracks (1997)01:56:07 The Bob Nardelli Era (2000-2007)02:12:09 Nardelli's Public Downfall & Firing (2006-2007)02:24:24 Frank Blake's Turnaround: Crisis & Culture (2007)02:42:30 E-commerce & Distribution Revolution02:59:57 Home Depot Today: Pro & DIY (2024)03:12:04 Analysis: The Paradox of Specialness03:16:18 7 Powers: Home Depot's Competitive Advantages03:19:17 Quintessence: Why It Got So Big03:26:27 Carve-Outs + Outro ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

  • 558: Auf Holz geklopft

    14 hr ago

    558: Auf Holz geklopft

    - Jetzt aber ab ins Pad: Zeichen für Home-Hub-Start verdichten sich - Friendly face: Apple behebt Gesichtserkennungs-Bug beim iPhone 18 Pro Max und mehr - Spürbar teuer: US-Jury verdonnert Apple zu Rekordzahlung in Taptic-Engine-Patentstreit - Lizenz zum Funken: Apples Qualcomm-Deal wird doch verlängert - Blick in die Ferne: Apple prüft angeblich doch Vision-Pro-Nachfolger - Ternus macht Tempo: Wie Apple sich verändern könnte - Umfrage der Woche - Zuschriften unserer Hörer === Anzeige / Sponsorenhinweis === Diese Folge wird präsentiert von Incogni. Nutze den Code APFELFUNK unter dem unten aufgeführten Link, um einen exklusiven Rabatt in Höhe von 60% auf dein Incogni-Abo zu erhalten: https://incogni.com/apfelfunk === Anzeige / Sponsorenhinweis Ende === Links zur Sendung: - Apfelfunk News: HomePad von Apple startet laut Bloomberg am 13. Oktober (Gerücht) - https://apfelfunk.com/homepad-apples-smart-home-hub-startet-laut-bloomberg-am-13-oktober-geruecht/ - Apfelfunk News: Leaker nennt vier Farben für Apples Smart-Home-Gerät (Gerücht) - https://apfelfunk.com/home-hub-leaker-nennt-vier-farben-fuer-apples-smart-home-geraet-geruecht/ - Apfelfunk News: iOS 27.0.1 behebt Face-ID-Neustart-Bug des iPhone 18 Pro - https://apfelfunk.com/ios-27-0-1-behebt-face-id-neustart-bug-des-iphone-18-pro/ - Apfelfunk News: iOS 26.7.1 bringt Sicherheitsfixes für ältere iPhones - https://apfelfunk.com/ios-26-7-1-bringt-sicherheitsfixes-fuer-aeltere-iphones/ - Reuters: Apple in Patentstreit zu Milliarden-Strafe verurteilt - https://www.reuters.com/legal/litigation/us-jury-says-apple-owes-record-57-billion-haptic-technology-patent-case-2026-09-26/ - Apfelfunk News: Qualcomm und Apple erneuern globalen Patentlizenzvertrag ab 2027 - https://apfelfunk.com/qualcomm-und-apple-erneuern-globalen-patentlizenzvertrag-ab-2027/ - Apfelfunk News: Apple Glass und neues Vision-Headset ab 2027 bis 2029 erwartet (Gerücht) - https://apfelfunk.com/apple-glass-und-neues-vision-headset-start-2027-bis-2029-erwartet-geruecht/ - Apfelfunk News: John Ternus will Apple schlanker machen und mehr Produkte veröffentlichen - https://apfelfunk.com/john-ternus-will-apple-schlanker-machen-und-mehr-produkte-veroeffentlichen/ Kapitelmarken: (00:00:00) Begrüßung (00:22:08) Werbung (00:26:06) Themen (00:27:42) Jetzt aber ab ins Pad: Zeichen für Home-Hub-Start verdichten sich (00:53:27) Friendly face: Apple behebt Gesichtserkennungs-Bug beim iPhone 18 Pro Max und mehr (01:01:48) Spürbar teuer: US-Jury verdonnert Apple zu Rekordzahlung in Taptic-Engine-Patentstreit (01:08:02) Lizenz zum Funken: Apples Qualcomm-Deal wird doch verlängert (01:12:52) Blick in die Ferne: Apple prüft angeblich doch Vision-Pro-Nachfolger (01:23:20) Ternus macht Tempo: Wie Apple sich verändern könnte (01:34:42) Umfrage der Woche (01:40:25) Zuschriften unserer Hörer

  • Die Probleme von IT-Security sind vielfältig und oft althergebracht

    3 days ago

    Die Probleme von IT-Security sind vielfältig und oft althergebracht

    Im Podcast gibt es einen Kessel voll hörenswerter Bugs und Lücken. Solche, die clever sind, aber leicht vermeidbar wären. Solche, die längst bekannt sind und trotzdem noch Probleme bereiten. Bugs, die technisch interessant sind, aber dem Urheber peinlich sein sollten. Wobei diese Kategorien sich durchaus überlappen. Außerdem wurden die Hosts auf eine interessante Alternative zu BGP gestupst und sie sprechen einen TLS-Handshake ein – das gibt’s wohl nur im Passwort- Podcast.

  • A.I. Agents: Cute, Cuddly and Maybe Catastrophically Dangerous?

    1 day ago

    A.I. Agents: Cute, Cuddly and Maybe Catastrophically Dangerous?

    This week, after months in which rogue agents have caused havoc across the internet, tech’s most powerful leaders joined President Trump at the White House to rebrand A.I. At the same time, two of the biggest companies in the field — OpenAI and Meta — released what they say are their most useful (and cutest) A.I. tools to date: personal assistants. To discuss it all, we’re joined by the Times tech reporters Mike Isaac, Erin Griffith and Eli Tan. We’ll discuss how things can be more dangerous and potentially more transformative than ever, and what it’s like to hand your life over to Meta’s Muse. Panelists: Erin Griffith, a reporter for The New York Times who covers start-ups and venture capital.Mike Isaac, a reporter for The New York Times who covers Silicon Valley and artificial intelligence companies.Eli Tan, a reporter for The New York Times who covers Meta and the tech industry.Additional Reading: ​​OpenAI Ignored Employees’ Warnings About Safely Testing A.I. ModelsWho Attended Trump’s A.I. Luncheon, and Who Sat WhereF.T.C. Investigates OpenAI and Anthropic Over Potential Consumer HarmsI Gave My Life Over to Meta’s A.I. Agent and Was Blown AwayOpenAI Unveils Dots, New A.I. Agents to Rival Meta’s MuseAnthropic's IPO prospectus shows sweeping AI vision, surging costsHow Meta Uses A.I. Data Centers to Avoid Billions in Federal Taxes  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, Spotify and Amazon Music. 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.

  • Wir sagen auch weiterhin KI (vielleicht auch AI) | #41

    1 day ago

    Wir sagen auch weiterhin KI (vielleicht auch AI) | #41

    c't 4004 – der c't-3003-Podcast

  • The Xiaomi Fold and New Meta VR Glasses

    18 hr ago

    The Xiaomi Fold and New Meta VR Glasses

    Wake me up, when Techtember ends. As we wrap up September the crew talks about taking pictures with a toothbrush, Tesla Roadster being delayed, new Nothing Headphone Pros, Meta Connect, and OpenAI Dev day! Links: Mark Gurman: Homepad Twitter Joanna Stern: Mark Zuckerberg Interview The Verge: Amazon Blocks Muse Ben Jordan: Flock Senate Hearing This episode brought to you by: Shopify: https://www.shopify.com/waveform Framer: https://www.framer.com/wave Jira: https://www.jira.com Pipedrive: https://www.pipedrive.com/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

  • Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

    14 hr ago

    Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

    (0:00) Bestie intros! (2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging (45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more (1:00:24) Midterm predictions, 2028 look ahead (1:09:28) Media coverage of attempted terrorist hijacking 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/WhiteHouse/status/2105292669303791687 https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30 https://www.atlantafed.org/research-and-data/data/gdpnow https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH4925362 https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30 https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel https://polymarket.com/predictions/midterms https://x.com/OliaOnX/status/2105333178814832963 https://x.com/NYTimesPR/status/2105328158379856153

  • Ferrari

    13 Apr

    Ferrari

    Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $500,000. For context, Hermès sells that many Birkins and Kellys roughly every 2 years, and Rolex moves that many watches every 3 months. And yet this ultimate luxury product also lives under the same roof with a widely beloved professional sports team… one with 400 million rabid fans from all walks of life who live and die by the Scuderia’s performance every F1 race weekend! How is it possible that these two seemingly contradictory customer bases can coexist within the same company? And far from destroying each other’s value, only reinforce it? The answer, it turns out, is a beautiful, bloody, tragic and romantic opera that spans two families and three generations — and just might be one of the best tales we’ve ever told on Acquired. Buckle up for the story of Ferrari. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. Morgan PaymentsVercelServiceNowStatsigLinks: Sign up for email updates, get out takeaways and research photos from each episode, and vote on future topics!Our Ferrari "episode preview" in WSJEnzo Ferrari by Luca Dal MonteSeeing Red on IMDbGo Like Hell by A.J. BaimeStephen Wilmot's great WSJ piece on FerrariFerrari factory tourWorldly Partners' Multi-Decade Ferrari StudyAll episode sourcesCarve Outs: Ford v FerrariMaison Wheat sweatersCraighill scissorsAmazon grocery serviceTravelpro Altitude backpackMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:01:08 Intro00:06:11 Enzo Ferrari's Early Life & Tragedies (1898-1919)00:12:39 Scuderia Ferrari: Enzo's Racing Dream (1920-1933)00:25:08 The Prancing Horse & Ferrari's Branding00:35:41 First Ferrari Road Cars & Le Mans Victory (1947-1949)00:51:31 F1 & The Tragedies of Enzo's Life (1950s)01:14:03 Ford vs. Ferrari: The Le Mans Rivalry (1963-1966)01:21:24 Enzo Sells 50% to Fiat (1969)01:29:10 Luca di Montezemolo's Return to F1 Glory (1971-1976)01:52:40 Ferrari's "Pepsi Challenge" and how Luca rescued the company (1991)02:27:41 Post-IPO Ferrari: New Models & Growth (2015-Present)02:48:24 The FUV Purosangue & Model Range03:07:16 Ferrari Luce: The EV Future with Jony Ive03:12:37 Ferrari Today by the Numbers03:29:39 Analysis03:50:04 Carve-Outs + Thank Yous ‍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.

  • An Argument Against AI Doom

    1 day ago

    An Argument Against AI Doom

    The flood of reports about AI agents escaping and hacking websites can feel scary. But is this actually just a matter of needing better security to match the evolving technology? Zack Korman, the CEO of Embroidery, thinks so. He works in cybersecurity and argues that “rogue” AI agents are less frightening and complicated than they may seem. “Galaxy Brain” host Charlie Warzel talks to Korman about how companies and institutions should up their cyber defenses, why the so-called AI doomers are frustrating him. - - - Get more from your favorite Atlantic voices when you subscribe. You’ll enjoy unlimited access to Pulitzer-winning journalism, from clear-eyed analysis and insight on breaking news to fascinating explorations of our world. Atlantic subscribers also get access to exclusive subscriber audio in Apple Podcasts. Subscribe today at TheAtlantic.com/Listener. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • #495 – Vikings, Ragnar, Berserkers, Valhalla & the Warriors of the Viking Age

    9 Apr

    #495 – Vikings, Ragnar, Berserkers, Valhalla & the Warriors of the Viking Age

    Lars Brownworth is a historian, teacher, podcaster, and author specializing in Viking history, medieval Europe, and the Byzantine Empire. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep495-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/lars-brownworth-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Lars’s Website: https://larsbrownworth.com/ The Sea Wolves (book): https://www.amazon.com/Sea-Wolves-History-Vikings/dp/1909979120 Lars’s Books: https://amzn.to/4sHY0xw 12 Byzantine Rulers Podcast : https://12byzantinerulers.com/ Norman Centuries Podcast: https://apple.co/4sgSxNi SPONSORS: To support this podcast, check out our sponsors & get discounts: Larridin: Measure AI adoption in your business. Go to https://larridin.com BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Shopify: Sell stuff online. Go to https://shopify.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (01:03) – Sponsors, Comments, and Reflections (08:57) – The start of the Viking Age (18:50) – Viking military strategy, tactics & technology (32:33) – Ragnar Lothbrok (42:00) – The Great Heathen Army (46:42) – Rollo and Normandy (56:54) – Viking religion and Valhalla (1:07:25) – Viking explorers (1:12:33) – Vikings in North America (1:25:55) – Vikings in the East (1:45:33) – Byzantine Empire (1:54:17) – History and human nature PODCAST LINKS: – Podcast Website: https://lexfridman.com/podcast – Apple Podcasts: https://apple.co/2lwqZIr – Spotify: https://spoti.fi/2nEwCF8 – RSS: https://lexfridman.com/feed/podcast/ – Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 – Clips Channel: https://www.youtube.com/lexclips

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  • Namibia
  • Niger (English)
  • Nigeria
  • Oman
  • Qatar
  • Congo, Republic of
  • Rwanda
  • São Tomé and Príncipe
  • Saudi Arabia
  • Senegal
  • Seychelles
  • Sierra Leone
  • South Africa
  • Sri Lanka
  • Tajikistan
  • Tanzania, United Republic Of
  • Tunisia
  • Turkmenistan
  • United Arab Emirates
  • Uganda
  • Yemen
  • 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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  • Malta
  • Moldova, Republic Of
  • Montenegro
  • Nederland
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  • Norway
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  • 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)