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  • 10 Years of Acquired (with Michael Lewis)

    15/12/2025

    1

    10 Years of Acquired (with Michael Lewis)

    Why has Acquired — seemingly against all odds — “worked”? It's a puzzling question: episodes are four hours long, they come out infrequently, and they usually don’t have guests or video. Hardly the standard-issue playbook for podcasting success! And yet well over a million smart, curious and exceedingly busy humans share their (your!) valuable time with us every month. Why? This is the exact paradox that has been rolling around in the head of Michael Lewis (yes, that Michael Lewis) since he found the show earlier this year. So we asked Michael to be our guest "interlocutor" and share what he thinks is going on here, while we share ten lessons we've stolen (graciously) from companies we've studied and brought into Acquired itself. He takes us through the entire Acquired journey: how we started, why we've never hired anyone or raised money, how we pick episodes, what our business model actually is, why we focus on quality and enjoyment over maximizing enterprise value, and ultimately why we’re all — you, him, us — kindred spirits together. Oh, and just for fun, we recorded this episode where another special journey began — the garage where Google was founded. Thank you for an incredible decade together… here's to the next one! Sponsors: Many thanks to our fantastic Fall ‘25 Season partners: J.P. Morgan Payments (you can watch our full show with them at AWS re:Invent here!)WorkOSSentryShopifyThank-yous: First, to Google for loaning us the garage. The sawhorse table desk, PC and CRT monitor on display in the background were all Google originals courtesy of the Google Founders Collection at the Computer History Museum. So cool!Second, to our friends at Shep Films for helping us seriously up our game on production quality this episode!Our Favorite Michael Lewis Books: Home GameMoneyballLiar’s PokerThe Blind SideThe Undoing Project (as referenced by Michael in the beginning, about Daniel Kahneman and Amos Tversky)Carve Outs: Books: The Name of the Wind by Patrick RothfussScience, the Endless Frontier by Vannevar BushLast Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase by Duff McDonaldThe Art of Spending Money by Morgan HouselEmperors of Chocolate by Joel Glenn BrennerMorris Chang's AutobiographyPodcasts: Against the RulesRevisionist HistorySmartLessThe DailyThe Bill Simmons PodcastGraham Duncan on Invest Like the BestGlue GuysVideo: Jay KellyThe RehearsalDoug DeMuroTiresF1 The MovieAndorFalloutSeveranceSiloVideo Games: Sea of StarsKirby and the Forgotten LandProducts: ARTEZA Rollerball Pen 0.7mm FineRotring 800 Mechanical PencilFujifilm X100VIUniqlo Socks!On Running ShoesRimowa LuggageParenting: Guided Access on iPadToy StorySlumberPodBluey Experience in NYCMore Acquired: Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍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.

    15/12/2025

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    2h 48m
  • CES 2026 Actually Has Some Bangers?

    2 DAYS AGO

    2

    CES 2026 Actually Has Some Bangers?

    We're back! After a nice long holiday break we're back with 2.5 hours of complete chaos. We start off with a few quick updates before getting into everything from the new Pickle AR glasses that were announced to holograms and the Clicks communicators. Then we make our predictions for what we think is going to happen this. Enjoy! Shop the merch: https://shop.mkbhd.com Links: 9to5Google - Pixel at a glance toggle off Notebookcheck - Zenfone is no more Pickle Glasses Verge - Lego smart bricks Verge - UGreen AI NAS Engadget - 41-inch inkposter Verge - Corsair streamdeck keyboard Verge - Razer AI hologram Verge - Samsung timeless frame Ultrasonic's chef knife Clicks Power Keyboard and Communicator This episode brought to you by: Framer - www.framer.com/wave Rubrik - www.rubrik.com Shopify - www.shopify.com/wave Zapier - www.zapier.com/wave Music provided by: Epidemic Sound Social: Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Hosts: 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 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

    2 days ago

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    2h 34m
  • Coca-Cola

    24/11/2025

    3

    Coca-Cola

    Coca-Cola is… sugar water. And somehow it’s also America, Christmas, summertime, friendship and happiness. Today we tell the story of how The Coca-Cola Company amazingly transmogrified a beverage into emotion in all of our collective psyches, and ALSO built one of the most incredible scale economy businesses of all-time. And oh yeah, there’s also cocaine, WW2, Mad Men, Warren Buffett, James Dean, Bill Cosby, Michael Jackson, Michael Ovitz, Steve Jobs, Bill Gates, McDonald’s and Monsanto. So cozy up to the fire with your favorite images of Santa Claus and Polar Bears and enjoy an ice-cold episode of Acquired — always delicious, always refreshing. Sponsors: Many thanks to our fantastic Fall ‘25 Season partners: J.P. Morgan PaymentsWorkOSShopifySentry — Link to ACQ Cassette Players, use code “audiophile”Links: Sign up for email updates and vote on future episodes!The Hilltop ad / Mad Men finalePepsi Challenge commercialsPepsi’s Michael Jackson commercialsCoke’s Bill Cosby commercialsTwo liter bottles inflatingWorldly Partners’ Multi-Decade Coca-Cola StudyFor God, Country, and Coca-ColaSecret FormulaAll episode sourcesCarve Outs: SkiErgSuper Smash Bros. UltimateClaudeNike Vomero PlusHermanos GutiérrezMore Acquired: Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍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.

    24/11/2025

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    4h 4m
  • All-In's 2026 Predictions

    1 DAY AGO

    4

    All-In's 2026 Predictions

    (0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest Business Deal (56:15) Most Contrarian Belief (1:03:05) Best Performing Asset (1:08:02) Worst Performing Asset (1:15:17) Most Anticipated Trend (1:21:18) Most Anticipated Media 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://x.com/reidhoffman/status/2009015043258552670 https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html https://x.com/Daily_MailUS/status/2008903817341931618 https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121

    1 day ago

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    1h 31m
  • On Media Reporting Standards and Remittances

    24/10/2025

    5

    On Media Reporting Standards and Remittances

    On this episode, 'Laolu, Furo, and Nosa are joined by Benjamin Dada of Condia! We break down the CBN’s new Agent Banking Guidelines — exploring tighter fraud controls, new cash limits, and exclusivity rules. We also discuss the ATM exposure draft, unpack media reporting standards in fintech, the $20B remittance market boom, and how startups like Lemfi are evolving with credit-based and stablecoin models. _ We love hearing your thoughts! Find us on X (@TheOAPod) and Instagram (@openafricapod) and tag us in your conversations. We love hearing your thoughts! Find us on X (@TheOAPod) and Instagram (@openafricapod) and tag us in your conversations. Hosted on Acast. See acast.com/privacy for more information.

    24/10/2025

    •
    1h 11m
  • 2025 in Review

    31/12/2025

    6

    2025 in Review

    On this episode, Laolu, Furo, and Nosa do the usual Year in Review and make few predictions for 2026! Thank you for loving the podcast all year long! _ We love hearing your thoughts! Find us on X (@TheOAPod) and Instagram (@openafricapod) and tag us in your conversations. We love hearing your thoughts! Find us on X (@TheOAPod) and Instagram (@openafricapod) and tag us in your conversations. Hosted on Acast. See acast.com/privacy for more information.

    31/12/2025

    •
    42 min
  • Grok’s Undressing Scandal + Claude Code Capers + Casey Busts a Reddit Hoax

    2 DAYS AGO

    7

    Grok’s Undressing Scandal + Claude Code Capers + Casey Busts a Reddit Hoax

    Users of X are asking the platform’s built-in A.I. chatbot, Grok, to remove clothing from images of celebrities and everyday people. We talk with the New York Times reporter Kate Conger about how some of the targets of this sexual harassment, including children and their families, are responding, and whether anyone will take action to stop it. Then, we recap a holiday break spent experimenting with Claude Code. We unveil what we built, how we did it and why the tool’s dramatic improvement could be scary for society. And finally, Casey debunks a viral Reddit post that accuses the food delivery industry of shocking exploitation. We explain how a scammer tried to fool us all using AI-generated evidence.   Guests: Kate Conger, New York Times tech reporter covering X.  Additional Reading:  Elon Musk’s A.I. Is Generating Sexualized Images of Real People, Fueling OutrageDebunking the A.I. Food Delivery Hoax That Fooled Reddit  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.

    2 days ago

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    1h 16m
  • Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI

    4 DAYS AGO

    8

    Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI

    a16z co-founder and General Partner Marc Andreessen joins an AMA-style conversation to explain why AI is the largest technology shift he has experienced, how the cost of intelligence is collapsing, and why the market still feels early despite rapid adoption. The discussion covers how falling model costs and fast capability gains are reshaping pricing, distribution, and competition across the AI stack, why usage-based and value-based pricing are becoming standard, and how startups and incumbents are navigating big versus small models and open versus closed systems. Marc also addresses China’s progress, regulatory fragmentation, lessons from Europe, and why venture portfolios are designed to back multiple, conflicting outcomes at once.   Resources: Follow Marc Andreessen on X: https://twitter.com/pmarca Follow Jen Kha on X: https://twitter.com/jkhamehl   Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X :https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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.       Stay Updated: 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.

    4 days ago

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    1h 22m
  • E220|谈谈Hyrox,“找虐运动”如何火遍全球

    29/12/2025

    9

    E220|谈谈Hyrox,“找虐运动”如何火遍全球

    https://imagev2.xmcdn.com/storages/3bea-audiofreehighqps/01/23/GAqhfZkNJu9tAAHpNQRPDs51.jpg!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large 在所有的体育运动里,Hyrox绝对谈不上轻松。它要求参赛者在跑8个一公里,并在每个一公里之后做一组高强度的力量训练,比如让女生推动100公斤重的雪橇。 但就是这样一个运动,成了这两年全球最时髦的健身项目。它2017年成立,初创期就遇到了疫情,2021年在伦敦办赛时只有几百人参赛。但到2025年,伦敦赛参赛者已经达到了3.4万人,和一场城市马拉松相当。而25/26赛季,它预计会在全球举办100场比赛,参赛总人数预计突破130万。 人们会用很多词来形容Hyrox,心肺拉爆、成绩打卡站、肌肉盛宴、大型荷尔蒙现场……它也正在成为新型社交货币,你玩过Hyrox,就是健康生活和强大意志的证明。 我们很好奇,一个对普通人来说并不算简单的小众运动,是如何引爆全球的,也想去看看,当AI逐渐充斥我们的工作和生活后,AI暂时无法进入的,这种需要肉身高度参与的沉浸式线下活动,满足了人们的哪些需求。 【主播】 麻花,硅谷101特约研究员 【嘉宾】 袁放,Hyrox中国区负责人 Mike,国内某连锁健身房前团课负责人 夏禹,Hyrox官方教练,多场赛事参赛者 【你将听到】 Hyrox火爆背后,半低不低的门槛和想寻求突破的人们 02:28 Hyrox的比赛规则,8段1公里跑+8个体能项目 04:21 Hyrox背后,混合训练是怎么火起来的 06:10 同为混训练赛,Hyrox是最简单易上手的那个 08:05 把人累到暴汗,Hyrox真有那么低门槛吗? 13:00 谁在参加Hyrox:工作高压人群需要追求突破和运动释放 14:47 再虐也要参赛,寻找成就感、目标感,给自己打个分 16:01 不到一年,首期教练的课从不满员到排大队 18:04 传统健身房没落后,社群运动成为新增长点 一个小众运动是如何成为社交货币的 20:22 Mike的Hyrox初印象:洋气、身材好、颜值高 22:49 剖析Hyrox:难度不高,但强度很大 25:15 Hyrox成了“汇率”最高的社交货币 26:38 从飞盘到露营,上一代社交货币是怎么贬值的 28:06 Hyrox的核心人群,也是新兴消费和生活方式品牌都在争抢的人 30:12 从Hyrox到“苏超”,人们关注有沉浸感的线下生活 32:38 Ins、Tiktok和小红书,放大了Hyrox的观赏性和荷尔蒙 33:51 肌肉也分有用和没用,Hyrox更接近大众对肌肉的审美 35:15 UGC内容+碎片化信息,让Hyrox不比赛时也能有传播 36:46 开了Hyrox课的健身房,就像购物中心有了网红店 39:40 谈谈一项运动成为流行的偶然与必然 推广Hyrox,从和健身房搞好关系开始 42:09 盈方投资Hyrox,看中了一个可以量化训练成果的健身赛事 44:04 拆解Hyrox商业模式:门票+赞助+零售+IP授权 45:24 另类团课:标准化的比赛规则,和非标准化的训练课程 46:42 4年时间:伦敦站报名者从600人到4万人 48:59 拓展赛事的首要战略,拓展合作健身房 50:39 沉浸式带动观众,把观赛点安在比赛场地中央 51:28 从10家到200家,说服健身房为小众比赛和小众人群开课 55:18 Hyrox的推广,国外重精英,国内重鼓励 57:25 赋能合作健身房,小红书和滴滴都一并用上了 01:00:14 避免热度消散,和生态参与者打造利益共同体 【延伸阅读和相关术语】 Hyrox比赛规则详解 https://imagev2.xmcdn.com/storages/53f7-audiofreehighqps/2C/2F/GAqh4zINJusZAAYYKQRPC8D9.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large https://imagev2.xmcdn.com/storages/d609-audiofreehighqps/23/CA/GAqhntANJuu7AAJ-ngRPDCis.jpg!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large 混合训练(综合体能训练):区别于单一力训、有氧运动,强调平衡发展身体稳定性、灵活性、协调性、力量、耐力、爆发力等多项运动素质,致力于帮助训练者达到全面强健的目标,从而提高生活质量的训练方式。 三大能量系统:人体能量系统主要由磷酸原系统、糖酵解系统和有氧氧化系统构成:磷酸原系统作为瞬时供能机制,通过ATP-CP分解为高强度短时运动提供6-8秒能量支持;糖酵解系统在无氧状态下分解糖原产生ATP,维持1-3分钟中高强度运动需求;有氧氧化系统主导长时间低强度活动的能量供应。运动强度和时间共同决定三大系统的供能权重。 【监制】 泓君 【后期】 AMEI 【运营】 朱婕 【BGM】 Whiskey & Gasoline - Def Lev The Vindicator Waltz - FormantX The Pump - Bonkers Beat Club In a Minute - John Runefelt Star Voyage - Out To The World 【在这里找到我们】 公众号:硅谷101 收听渠道:Apple Podcast|Spotify|小宇宙|喜马拉雅|蜻蜓FM|荔枝FM|网易云音乐|QQ音乐 其他平台:YouTube|Bilibili 搜索「硅谷101播客」 联系我们:podcast@sv101.net Special Guests: Mike, 夏禹, and 袁放.

    29/12/2025

    •
    1h 3m
  • Andrej Karpathy — AGI is still a decade away

    17/10/2025

    10

    Andrej Karpathy — AGI is still a decade away

    The Andrej Karpathy episode. During this interview, Andrej explains why reinforcement learning is terrible (but everything else is much worse), why AGI will just blend into the previous ~2.5 centuries of 2% GDP growth, why self driving took so long to crack, and what he sees as the future of education. It was a pleasure chatting with him. Watch on YouTube; read the transcript. Sponsors * Labelbox helps you get data that is more detailed, more accurate, and higher signal than you could get by default, no matter your domain or training paradigm. Reach out today at labelbox.com/dwarkesh * Mercury helps you run your business better. It’s the banking platform we use for the podcast — we love that we can see our accounts, cash flows, AR, and AP all in one place. Apply online in minutes at mercury.com * Google’s Veo 3.1 update is a notable improvement to an already great model. Veo 3.1’s generations are more coherent and the audio is even higher-quality. If you have a Google AI Pro or Ultra plan, you can try it in Gemini today by visiting https://gemini.google Timestamps (00:00:00) – AGI is still a decade away (00:29:45) – LLM cognitive deficits (00:40:05) – RL is terrible (00:49:38) – How do humans learn? (01:06:25) – AGI will blend into 2% GDP growth (01:17:36) – ASI (01:32:50) – Evolution of intelligence & culture (01:42:55) - Why self driving took so long (01:56:20) - Future of education Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    17/10/2025

    •
    2h 25m

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