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  • Disney: The Renaissance and the Empire

    10 Aug

    Disney: The Renaissance and the Empire

    In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled, salivating over offers to sell off the film library to MGM and offload the parks to hotel operators. But what followed instead was the greatest turnaround in media history under Michael Eisner and Frank Wells. Beauty and the Beast. The Lion King. Broadway. Bringing the Disney Vault home on VHS and DVD. And the greatest media acquisition of all time — ESPN. And then... it all almost fell apart. Again. Euro Disney turned into a money pit. Boardroom and executive infighting ran rampant. Animation descended into a dumpster fire. (Remember Chicken Little? Us neither.) Comcast — Comcast!! — tried to steal the company via a hostile takeover. Out of the chaos, a new generation of Disney management emerged under Bob Iger to stage yet another epic comeback with Pixar, Marvel and Lucasfilm, creating the defining media empire of the 21st century…until the tech companies came along. Tune in for the ultimate Acquired thrill ride: Disney, Part II. Sponsors: Many thanks to our fantastic Fall '26 Season partners: SierraSentryWorkOSAnthropicLinks: 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 Disney Part II Companion PDFThe Acquired Disney Part II Artifacts visual hubOur Disney Part II column in WSJWorldly Partners' Multi-Decade Disney StudyAll episode sourcesCarve Outs: Warby Parker Transitions Extra ActiveMichael Arndt's Toy Story 3 Story PresentationThe Golden State ValkyriesMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:50 Intro00:05:07 Disney in Chaos (1984)00:11:33 Eisner, Wells, Katzenberg Arrive (1984)00:24:30 Animation Renaissance & CAPS Tech (1989)00:37:33 Flywheel Extensions: Home Video, Retail & Broadway00:54:32 Challenges & ABC/ESPN Acquisition (1994-1995)01:05:55 ESPN: Disney's Accidental Goldmine01:21:26 Eisner's Decline & Save Disney Campaign (2001-2004)01:34:53 Comcast Hostile Takeover Bid (2004)01:41:58 Bob Iger's Vision & Pixar Acquisition (2005-2006)01:52:17 Pixar: From Lucasfilm to Steve Jobs (1979-1995)02:03:11 Toy Story, IPO & Eisner Conflict (1995)02:34:30 Disney Acquires Pixar (2006)02:46:37 Marvel & Lucasfilm Acquisitions (2009-2012)02:58:01 Streaming Pivot: Cord Cutting & BAMTech (2015)03:06:30 The Disney+ Strategy & FOX Acquisition (2017-2019)03:19:01 The Disney+ Launch, COVID, & Chapek's Tenure (2019-2022)03:42:15 Iger's Return, Challenges & Parks Revival (2022-2026)03:50:54 The Business Today: Parks & Streaming Focus03:59:22 Analysis: Disney+ Strategy & The New Media Landscape04:10:01 Analysis: Bull/Bear Cases04:21:20 Quintessence04:24:39 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.

  • Apple M6? S27 Leaked? It's Gadget Season!

    28 Aug

    Apple M6? S27 Leaked? It's Gadget Season!

    A lot happened this week! First, Marques, Andrew, and David give final thoughts for the Pixel 11 series before getting into the Samsung Galaxy S27 Ultra. Then it's all about the new Apple chips and Mac computers. We wrap it up with anew Google Fitbit x Pokemon band and the Nothing OS 5.0 launch. It's a fun one! Join the Fantasy Premiere League! https://fantasy.premierleague.com/leagues/auto-join/gigg8r Links: Android Headlines x @Onleaks - S27 Ultra Leak Google - Fitbit Air x Pokemon Sleep ⁠News.com.au: Robot fails Nothing - Nothing OS 5.0 This episode brought to you by: Granola AI: https://www.granola.ai/waveform Airbnb: https://www.airbnb.com Framer: https://www.framer.com/wave Shopify: https://www.shopify.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

  • From Chrome DevTools to AI Engineering, with Addy Osmani

    19 Aug

    From Chrome DevTools to AI Engineering, with Addy Osmani

    Brought to You By: • Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages. • Google Cloud Run – run your code and host LLMs directly on top of Google’s scalable infrastructure, without having to worry about managing infra. • Sentry – application monitoring software considered “not bad” by millions of developers — Addy Osmani spent more than 14 years at Google, working on Chrome, DevTools, Core Web Vitals, and most recently, AI developer experience. If you've ever opened Chrome DevTools, or optimized a page for Core Web Vitals, you’ve used software built by Addy Osmani. In this episode, I sit down with Addy and we talk about his path from building a web browser aged just 16 to becoming a director at Google. We discuss what he learned from building tools for millions of developers, Google’s engineering culture, and why he continued doing hands-on coding work as a manager. We also get into how he works with AI agents today, the risks of ‘cognitive surrender,’ his approach to ‘loop engineering,’ and why it’s good to develop skills in product management, go-to-market, and other areas. — Timestamps 00:00 Intro 02:50 Addy’s current workflow 05:11 Addy’s path into tech 15:04 Addy’s work on jQuery 16:44 TodoMVC 21:44 Getting hired at Google and working on Chrome 27:17 Building dev tools 40:15 Core Web Vitals 45:42 Google’s engineering culture 51:03 Addy’s career trajectory at Google 57:55 The director role at Google 1:01:40 Cognitive debt and cognitive surrender 1:03:03 Working with agents 1:05:52 Loop engineering 1:12:55 The changing role of the software engineer 1:18:15 How Addy uses AI in writing 1:27:40 What’s next for Addy 1:28:47 Career advice — The Pragmatic Engineer deepdives relevant for this episode: • What is loop engineering? • Inside Google’s engineering culture • How AI-assisted coding will change software engineering: hard truths • Are AI agents actually slowing us down? • How Claude Code is built • How Codex is built • From IDEs to AI Agents with Steve Yegge • Google’s engineering culture: the podcast — 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

  • #500 – Khabib Nurmagomedov: Dagestan, MMA, UFC, Islam, Conor, Fedor & Football

    12 Aug

    #500 – Khabib Nurmagomedov: Dagestan, MMA, UFC, Islam, Conor, Fedor & Football

    Khabib Nurmagomedov is one of the greatest fighters of all time, who retired from the UFC undefeated with a perfect 29-0 record. We did this conversation entirely in Russian. It’s translated and dubbed into English. Both language audio tracks (and subtitles) are available on YouTube. Here, only the English audio is available. We worked hard to make it enjoyable to listen to, by carefully dubbing the translation using voice-cloning, as we’ve done for previous foreign-language podcasts. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep500-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/khabib-nurmagomedov-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: Khabib’s Instagram: https://instagram.com/khabib_nurmagomedov/ Khabib’s YouTube: https://youtube.com/@KhabibTheEagle Khabib’s Facebook: https://facebook.com/KhabibTheEagle/ Khabib’s X: https://x.com/TeamKhabib Khabib’s Telegram: https://t.me/khabib_nurmagomedov Khabib’s Website: https://khabib.com SPONSORS: To support this podcast, check out our sponsors & get discounts: Wispr Flow: AI-powered voice dictation app. Go to https://wisprflow.ai/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (01:29) – Sponsors, Comments, and Reflections (08:24) – Why Dagestan produces so many great fighters (18:31) – History of Dagestan warrior culture (27:51) – Hard training in the mountains of Dagestan (31:42) – The trap of fame, money, and power (42:23) – The key to Khabib’s dominance (53:36) – Discipline and hard work (1:06:04) – Street fights in Dagestan (1:19:45) – Khabib’s top pressure (1:25:29) – Khabib vs Conor McGregor (1:38:14) – Khabib’s toughest fight (1:46:02) – Greatest MMA fighters of all time (2:03:46) – Coaching (2:09:19) – Daniel Cormier (2:13:38) – Islam Makhachev (2:23:35) – Dana White (2:27:05) – Joe Rogan (2:29:20) – Ali Abdelaziz (2:31:57) – Football (2:39:12) – Messi vs Ronaldo (2:57:12) – Dubai (3:01:03) – God (3:08:46) – Advice for young people

  • The day the dinosaurs died

    28 Aug

    The day the dinosaurs died

    What happened in the days, even hours, after an asteroid set off the fifth extinction? A New Jersey quarry, and site of a new museum founded by paleontologist Ken Lacovara, sheds light on the mystery. Original broadcast date: August 16, 2024 Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show’s perks include bonus episodes and sponsor-free listening. Learn more at plus.npr.org. 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

  • Tech interviews with NeetCode

    24 Jun

    Tech interviews with NeetCode

    Brought to You By: • Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages. • Sentry – application monitoring software considered “not bad” by millions of developers • Google Cloud Run – run your code and host LLMs directly on top of Google’s scalable infrastructure, without having to worry about managing infra. — Navdeep Singh – oftentimes better known as NeetCode – is the creator of NeetCode.io, one of the most popular coding interview preparation platforms and YouTube channels for software engineers. Before building NeetCode full-time, he worked as a software engineer at Amazon and Google. In this episode of The Pragmatic Engineer, I sit down with Neet to discuss his path from Amazon and Google to building his own startup, why he left Amazon after just two months, what he learned at Google, and the decision to leave a stable engineering career to bet on himself. We also discuss what coding interview preparation teaches beyond passing interviews, the value of going deep on difficult problems, and why systems thinking and domain expertise remain essential engineering skills in the age of AI. Throughout the conversation, NeetCode makes the case that learning hard things is one of the single best investments an engineer can make, helping build the judgment and expertise that remain valuable no matter how the tools change. — Timestamps 00:00 Intro 02:57 Neet’s take on coding interviews 06:41 Getting into tech 08:56 Why Neet isn't a fan of the CAP theorem 13:12 Quitting Amazon after two months 18:22 Google vs Amazon 22:26 The origins of NeetCode 25:27 Leaving Google to go all in on NeetCode 32:02 Why Neet doesn't fix every bug 39:26 The value of coding interview prep 42:57 Systems thinking and domain expertise 47:28 Hiring at Big Tech 52:15 Tech stack at Neetcode 57:57 The NeetCode  redesign contest 1:01:46 The future of software engineers 1:09:04 Hot takes: AGI, AI skill erosion, personality traits 1:22:49 “Maybe some people should just give up” 1:24:39 How to be a standout engineer 1:27:55 Book recommendation — The Pragmatic Engineer deepdives relevant for this episode: • Learnings from conducting ~1,000 interviews at Amazon • How experienced engineers get unstuck in coding interviews • The Reality of Tech Interviews in 2025 • Tech hiring: is this an inflection point? • AI fakers exposed in tech dev recruitment: postmortem — 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

  • Niantic Spatial CTO: How The Best Engineers Solve Problems Most Give Up On

    2 days ago

    Niantic Spatial CTO: How The Best Engineers Solve Problems Most Give Up On

    Niantic Spatial CTO Brian McClendon on how the best engineers solve problems most give up on — from a 4D model of the world to shipping research in months. He built Google Earth and ran Google Maps for over a decade, and he's been there, done that. What he's building now is harder, and it's already live for customers. Along the way: who makes it on his team and who doesn't, and the one piece of advice he'd give every engineer using AI. In this video, we cover: - The 4D model of the world: visual positioning, change detection, and treating a pile of photos like a database - Gaussian splats and real-to-sim: capturing a room and loading it into Nvidia Isaac to train robots - Turning a research idea into a production service in six months - What Google Maps taught him about building for robots instead of humans - Designing problems AI can self-check, and why token maxing is a waste For engineers and engineering leaders who want to work on problems that don't have a known answer yet — and who want to know what a CTO who's built the definitive product in his field looks for in the people he hires. Recorded at the AI4 conference 2026. Timestamps: 00:00:00 - Google Earth? Been There, Done That 00:00:46 - Turning a Research Idea Into Production in 6 Months 00:02:37 - How Any Photo Gets Located Within Half a Meter 00:06:37 - The Long-Term Goal: A 4D Model of the World 00:08:37 - Treating a Pile of Photos Like a Database 00:11:58 - What Google Maps Taught Him About Training Robots 00:15:22 - Gaussian Splats Explained in Plain Terms 00:17:42 - The Unsolved Problem: Scale and Semantic Change 00:20:34 - Why Google Earth Is Good Enough 00:22:09 - Who Makes It on His Team and Who Doesn't 00:23:38 - Designing Problems AI Can Self-Check 00:26:03 - The Insights Hidden in the Physical World 00:28:18 - Digital Twins, Cities, and Ready Player One 00:31:35 - Visual Positioning When GPS Gets Spoofed 00:33:24 - Token Maxing Is Bullshit: Advice for Engineers Guest: Brian McClendon, CTO at Niantic Spatial. The engineer behind Google Earth; ran Google Maps for over a decade. https://www.linkedin.com/in/brianmcclendon #NianticSpatial #GoogleEarth #SoftwareEngineering

  • Inside Big Tech companies | Tsenguun #27

    17 Mar

    Inside Big Tech companies | Tsenguun #27

    Энэ удаагийн дугаарын зочноор TikTok, Google-д ажиллаж байсан, Meta компанийн Software Engineer Ц.Цэнгүүн оролцлоо. Тэрээр өөрийн топ технологийн компаниудад орсон үйл явц, ажлын туршлага, одоогийн олны анхааралд байгаа үйл явдлууд болон залуу инженерүүд юун дээр анхаарах талаар дэлгэрэнгүй тайлбарласан юм.🎙️ Подкаст маань бүх аудио платформуудаар байршсан болно.👉 Подкастын ерөнхий ивээн тэтгэгч "Bonum PSP" компанидаа баярлалаа. Бонум нь Apple Pay болон Google Pay-ийг Монгол Улсад нэвтрүүлэгч цор ганц төлбөрийн үйлчилгээ үзүүлэгч байгууллага юм. Одооноос эхлэн Apple болон Android утас хэрэглэгчид төлбөр тооцоогоо илүү хялбар, хурдан, найдвартай хийх боломжтой боллоо.Зочин:🔗 LinkedIn: https://www.linkedin.com/in/tsenguun-ts🔗 Instagram: https://www.instagram.com/tsenguun113-Та бүхэн манай сошиал хаягийг дагаарай.👉 Instagram: https://www.instagram.com/unnu.tech/👉 Facebook: https://www.facebook.com/unnu.tech/

  • Costco

    4 Mar

    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.

  • Why performant code matters (but gets widely ignored), with Casey Muratori

    26 Aug

    Why performant code matters (but gets widely ignored), with Casey Muratori

    Brought to You By: • Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages. • Sentry – application monitoring software considered “not bad” by millions of developers. • turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable. — There can be few people around who care about software performance more than today’s pod guest, Casey Muratori. He’s a programmer and videogame developer, founder of Molly Rocket, and creator of  Handmade Hero – a long-running series about building a game from scratch. He also evangelizes about performance on his Substack, Computer, Enhance. We got to know each other about three years ago, first via messages, including this one from Casey: “Why does the industry zeitgeist place so little emphasis on software performance when there seems to be overwhelming evidence that performance is critical to their bottom line? Like you, I run a Substack for professional programmers, but I focus exclusively on software performance. Although we are quite large by Substack standards, so a certain subset of programmers must believe performance is important, I nonetheless hear lots of dismissive excuses when I post on social media. This happens so frequently, I devoted an entire article to cataloging the extensive pro-performance evidence we already have from the world's leading software companies: Performance Excuses Debunked. Strangely, nobody has a rebuttal to why performance is important. When I point people to this, they actually tend to agree. But the prevailing attitude nonetheless stays the same.” I’m delighted we finally have Casey on the podcast because it’s overdue! In this episode, we discuss why software performance matters, why it’s overlooked, and how developers can get better at writing performant code. We explore why performance should be considered during design, the value of learning to read assembly & understanding how CPUs work, Casey’s critique of ‘clean code’, and why he believes testing shouldn't drive software design. We touch on how videogame development has changed, and influential game engines. Casey also tells us why he prefers to write code by hand, not with AI, and more. — Timestamps 00:00 Intro 05:17 Games at Microsoft 12:52 Building games 16:00 Why performance matters 27:12 Why you should learn to read assembly 30:36 Designing for optimization 42:51 How to get better at writing performant software 49:04 Understanding how the CPU works 55:53 Building games then and now 1:05:56 How game engines changed building games 1:10:48 Why new games compete with old games 1:13:25 GTA 6: why is it taking so long? 1:16:59 Casey’s critique of clean code 1:21:48 Casey’s take on TDD 1:24:30 What is good code? 1:27:32 What makes a good software engineer? 1:33:56 Why Casey doesn’t code with AI 1:39:01 AI’s impact on the game industry 1:44:43 AI and burnout 1:50:21 Why you should read papers — The Pragmatic Engineer deepdives relevant for this episode: •Pushing software engineering limits with “napkin math” with Simon Eskildsen  •How Games Typically Get Built: prototyping, game engines, and a different type of QA •Game Development Basics: deepdive on how game studios differ from standard software teams •Inside Linear's Engineering Culture: building a performant product with a tiny team •Building a best-selling game with a tiny team – with Jonas Tyroller. A two-person team built a game that sold 1M+ copies More on premature optimization: read or watch Casey’s extended take on “premature optimization is the root of all evil”: https://www.computerenhance.com/p/theroot — 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

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