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    All-In Podcast, LLC

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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.

  • The Full Sparky

    5 days ago

    The Full Sparky

    Mac Power Users

  • Anthropic's Growth Is Slowing

    1 day ago

    Anthropic's Growth Is Slowing

    Anthropic told investors Q3 revenue hit $16.8 billion, with adjusted profitability, but growth slowed ahead of the IPO. An arrested OpenAI engineer had booked one-way tickets to Saudi Arabia. Amazon launched two Bee wearables, and Nvidia’s RTX Spark impressed. Sources: Anthropic told investors that its Q3 revenue hit $16.8B, up from $11.5B in Q2, and that it was profitable on an adjusted basis in Q3, ahead of its IPO (Financial Times) Sources: Anthropic told investors that 5% to 7% of its revenue comes from distillation, and that distillation revenue will decline and keep weighing on its numbers this period (The Information) Filing: Abdulrahman Alfozan, his wife, and a family member booked one-way tickets from the US to Saudi Arabia for October 12; the FBI arrested him on October 9 (Bloomberg) OpenAI has trained employees to resist spies, including a stranger at a San Francisco playground who quizzed an employee about their work, before federal authorities arrested an employee for planting a listening device (WSJ) Amazon launches two AI wearables, the $75 Bee Frontier wristband and $100 Bee Eclipse magnetic phone-attachment recorder, with a $12/month Bee Pro subscription (Bloomberg) Amazon’s Bee debuts its first new devices since the acquisition, the $74.99 Frontier and $99.99 Eclipse, undercutting the $159 Plaud Note and $129 Pocket, with $11.99/month Bee Pro adding Amazon.com and Alexa+ integrations (TechCrunch) Nvidia’s RTX Spark Superchip in the Surface Laptop Ultra outperforms Apple’s M5 Max MacBook Pro by ~25% in agentic AI completion benchmarks using Qwen models (Tom’s Hardware) Download Cash App Today: ⁠https://cash.app/ ⁠#CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast

  • 1043: I’m Using GPUI For Everything

    30 Sept

    1043: I’m Using GPUI For Everything

    Scott and Wes ditch Electron and Tauri for GPUI, the GPU accelerated Rust UI framework from the Zed team. They get into its React-like API, styling that feels a lot like Tailwind, GPUI Kit components, the community fork drama, and the tiny desktop apps Scott has built with it. Show Notes 00:00 Welcome to Syntax! GPUI 01:24 Electron, Tauri, and the Trouble With Web Views 04:05 Enter GPUI: Why We Don’t Take Money to Talk About Tools 05:32 Brought to you by Sentry.io 05:59 What GPUI Is: GPU Accelerated, Cross Platform, Native All the Way Down 06:50 A React Like API in Rust: Divs, Flex, and Chained Methods 09:35 Components, Props, and State in GPUI Scott’s GPUI Demo Gist 11:21 How Much of CSS Does GPUI Actually Reimplement? 12:52 Flexbox Everywhere, But Where Is CSS Grid? 14:17 Where Does Your App Logic Live? No RPC Layer Needed 15:53 Render vs RenderOnce: Stateful and Static Components 16:57 GPUI Kit: The shadcn of GPUI 18:46 GPUI CE: The Community Fork and Ecosystem Tension 21:29 Apps Scott Built With GPUI: Gendo, File Bro, and Mr. Space 22:48 Why Tiny Utility Apps Should Stay Tiny 24:25 File Bro: File Automations a la Hazel 25:27 Mr. Space: Building a macOS Window Manager 27:05 The Downsides: No Native UI Elements and No Browser DOM Scott’s Rust Best Practices Skill 29:56 Testing GPUI Apps With Jev and the Accessibility Tree gpui-agent 30:39 GPUI Mobile: Experimental, But It Works GPUI Kit Mobile Docs gpui-mobile 31:52 Final Verdict: GPUI for Personal Desktop Software Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

  • The case for making art in a crisis | Yiyun Kang | Your Body on Tech

    13 hr ago

    The case for making art in a crisis | Yiyun Kang | Your Body on Tech

    We have more data than any generation in history, yet reality has never felt harder to grasp. Artist Yiyun Kang is on a mission to translate the invisible crises of our time — from vanishing fresh water and collapsing ecosystems to the black box of AI — into physical experiences that people can feel. Art isn’t a luxury, she says. It’s essential to understanding and acting on our biggest problems. And stick around after her talk for a deep dive conversation with our guest host for the week, author and podcaster Manoush Zomorodi, into the ideas she shared on stage and beyond. This is episode six of a seven-part series airing this week on TED Talks Daily, where Manoush — and the seven speakers she curated for TED2026 — explore how you can live a healthier life in our high-tech era. To hear more from Manoush, listen to TED Radio Hour wherever you get your podcasts. Check out her new book, Body Electric, to learn more about the hidden health costs of the digital age Hosted on Acast. See acast.com/privacy for more information.

  • 1044: Ruby on Rails is Dead

    5 Oct

    1044: Ruby on Rails is Dead

    Scott, Wes, and CJ ask whether Ruby on Rails is really dead (and whether Rust is just Rails you don't have to read), then dig into Meta's new Muse agent, which is free, comes with its own VM, and is already reading messages nobody asked it to. Plus: upm, a tiny TypeScript npm replacement, Opus 5.5 moonlighting as a motion designer, Tart VMs on Apple Silicon, and a foundry for gloriously bad web fonts. Show Notes 00:00 Welcome 01:11 upm is a tiny fast npm Pooya Parsa’s launch post 07:34 Zuck cooked with Muse Mark Zuckerberg’s post Safety and Security in Muse Privacy concerns Ray Wong’s post 19:21 Ruby on Rails is Dead 27:55 loco - Rails for Rust 31:06 Brought to you by Sentry! 33:12 How should new developers learn? 41:40 Opus 5.5 First Impressions Stephan Livera’s motion graphics with Opus 5.5 Kenn Ejima’s single prompt motion graphics Andras Bacsai’s Coolify motion graphics Tyler Shukert’s Supabase motion graphics Ben Vinegar’s Modem motion graphics Wes’ gym builder GFX 58:27 Tart - virtualization toolset for Apple Silicon 01:01:43 jevgrep is-jeven 01:06:49 SHOW ME YOUR RACK 01:09:04 Chrome gets responsive iframe resizing 01:10:25 Bastardica - bastard web font foundry 01:14:23 Sonnet 5.5 Released 01:16:37 OpenAI Dev Day 01:20:02 Syntax SF Meetup Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

  • Airbnb CSO & Head of Trust Engineering & Data Science Vijaya Kaza: "There are no failures in life, only opportunities and experiences to learn from."

    10/05/2022

    Airbnb CSO & Head of Trust Engineering & Data Science Vijaya Kaza: "There are no failures in life, only opportunities and experiences to learn from."

    Vijaya Kaza is the Chief Security Officer and Head of Engineering & Data Science for Trust & Safety at Airbnb. She has an extraordinary record of technology leadership in building teams, guiding product development, and driving innovation in the field of security, machine learning, and AI.  Her personal framework for scaling companies which she shares in our discussion comes from her years of experience doing exactly that at some of the biggest tech companies in the world. Make sure to follow Vijaya on LinkedIn to keep up with her insights.  I also want to highlight the inspiring account she shares of how Airbnb and many of its users have rallied to support the Ukrainian people during the terrible conflict in Ukraine. Prior to 2022, Airbnb had already helped match over 100,000 people in crisis with housing and other types of support, and the work carries forward with massive contributions and housing programs to support affected Ukrainians. Learn more at airbnb.org.

  • David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience

    3 days ago

    David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience

    David Silver spent two years building AlphaGo on human data. When he removed human data altogether building AlphaGo Zero, the AI surpassed AlphaGo in under two days. He left DeepMind to run that same bet in pursuit of superintelligence. David and Lasse Espeholt, co-founders of Ineffable Intelligence, explain their plan to build a “superlearner”—an agent that starts knowing nothing and discovers science, mathematics, and language for itself by direct experience instead of through a pre-training run. Silver argues that human-language reasoning is a ceiling, not a foundation, that alignment via chain-of-thought monitoring is already reaching its limits, and that the science of how superintelligences coexist should be worked out in simulation before anything touches the real world. Espeholt describes the GPU cluster and the lineage from IMPALA and SEED RL that makes the experiment possible. Silver’s forecast: strong evidence within a year, superintelligence in three. Hosted by Sonya Huang, Sequoia Capital 0:00 – Introduction 1:09 – What held true from Go to today, and what the LLM era changed 3:35 – Why leave DeepMind to start a new lab 5:58 – Why "Ineffable" (and the secret second reason) 7:03 – Lasse's path: scaling RL at DeepMind and Google Brain 9:31 – Defining a super learner and first contact 12:35 – Super learners vs. LLMs that make discoveries 13:59 – Day to day: the RL stack, crucibles and human-journey milestones 16:13 – Don't breadcrumb the objective: simple rewards, emergent complexity 21:16 – What a crucible looks like 24:14 – Go: one agent is boring, two is infinite 25:41 – Will agents rediscover language? 27:22 – Removing human priors: AlphaGo to AlphaZero 32:05 – Keeping human bias out of the crucibles 33:35 – Confidence, timing and super forecasting 36:24 – Is compute the driver? 38:13 – The ceiling on simulation and Rich Sutton's objection 43:44 – Alignment and the science of superintelligence 47:45 – Monitoring agents that don't think in English 51:01 – Pacing the frontier 52:54 – The compute setup: Vera Rubin on GCP 55:18 – Training, inference, simulation and RL scaling laws 57:40 – IMPALA and SEED RL 1:00:58 – 20 people and the compute-per-person ratio 1:04:49 – A research-led culture 1:05:47 – Predictions

  • Who is HomeView For? Apple’s Fight for the Smart Home, Anthropic Thinks Claude Has Feelings

    1 day ago ·  Video

    Who is HomeView For? Apple’s Fight for the Smart Home, Anthropic Thinks Claude Has Feelings

    Apple made its foray back in the smart home with the new HomeView device, Apple TV 4K, HomePod mini 2, and Home Collection devices. We debate who will benefit from the HomeView, have a theory about Siri AI and Apple TV, plus try to make sure we all understand Claude isn’t alive. Vote for Our Signal Awards! Best Co-Host TeamListener's Choice Technology ShowsOur Apps Element Photo AppKan Do Task AppContextly NotesAll Stephen's AppsOur Links Top Five Tech | Stephen’s PodcastCreative Effort | Jason's PodcastWatch on YouTube!Show Notes via EmailEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on ThreadsSponsors: Ramp - Stop guessing where your AI spend is going. Get started with Ramp with two hundred and fifty dollars off at: ramp.com/primarySerpAPI - Visit serpapi.com/primarytech and receive an extra 250 searches FREE. That is 500 free searches in your first month!OriginHQ - Origin is endpoint AI observability. See what a trace looks like at: originhq.com/primarytechnologyLinks from the show Stephen's Apple Home Event Recap VideoAnthropic Just Banned Being Cruel to Claude – The Reason Should Concern Us All - Inc. (01:12:26)McSnake App - App StoreWelcome Apple HomeView: Designed for life at home - YouTubeApple HomeView - AppleApple Event: HomePod surround, HomeView, and Apple TV - YouTubeAll features of Apple's new HomeView - YouTubeThird-party HomeView apps? Think CarPlay – Six ColorsApple TV 4K - AppleSiri Remote - AppleApple announces the next generation of HomePod mini - AppleWill the Full-Sized HomePod Get Siri AI? Apple's Website Offers a Clue - MacRumorsLatest HomePods can output Mac system audio - AppleInsiderIntroducing Apple Home Collection, a new lineup of smart home accessories - AppleLG Floodlight Cam - AppleHere’s how much iPhone Duo costs to repair out-of-warranty - 9to5Mac2026 Usage Policy update – AnthropicX post from OpenAI NewsroomMeta has some Wonder Full new AI models | The VergeGoogle finally releases Gemini 4 Argon | The VergeYouTube sticks new labels on AI-generated songs | The VergeIt Turns Out the Only Thing People Like Less Than AI Is Paying for Adobe Creative Cloud - Inc. (01:27:29)GitHub - boykopovar/AnyPS5: Tool for automatic PS5 executablesNetflix is laying off around 1,000 employees | The VergeDownload LM Studio - Mac, Linux, WindowsOceans Battery OrganizerElectric Lunch Box Food Warmer (00:00) - Intro (05:11) - HomeView Impressions (48:07) - Sponsor: Ramp (49:54) - Sponsor: SerpAPI (51:21) - Sponsor: Origin (52:55) - New Apple TV 4K (01:02:43) - HomePod mini 2 (01:06:15) - Apple Home Collection (01:11:32) - Claude Isn’t Alive (01:23:20) - Lightning Round (01:27:10) - Local LLMs ★ Support this podcast ★

  • Coaching Product Positioning

    1 day ago

    Coaching Product Positioning

    Christian Idiodi sits down with SVPG partner Martina Lauchengco for a sharp conversation about positioning in an era when anyone can build anything. They untangle positioning from messaging, using Palantir's product headlines and Nike's brand presence to show that positioning is the actions you take, while messaging is just what you say. They also discuss why buyers now demand evidence over promises, how Cursor's reputation became its position, how Anthropic's focused choices made its place in the market clear, and why positioning belongs in product strategy, not just marketing.   – Today's discussion unpacks: How Harvey AI created the wake its product needed Why no one buys promises anymore The one question to ask after every customer conversation Why "platform" and other clichés make you invisible Customer evidence that beats the classic case study – References: Anthropic: https://www.anthropic.com/ Bolt: https://bolt.new/ Claude Code: https://www.anthropic.com/claude-code Cursor: https://cursor.com/ Expensify: https://www.expensify.com/ Gong: https://www.gong.io/ Harvey: https://www.harvey.ai/ Lovable: https://lovable.dev/ Midship: https://www.midship.ai/ Nike: https://www.nike.com/ OpenAI: https://openai.com/ Palantir: https://www.palantir.com/ v0: https://v0.app/ – SVPG on product marketing: Why Traditional Messaging Fails: https://www.svpg.com/why-traditional-messaging-fails/ Product Marketing Contribution: https://www.svpg.com/product-marketing-contribution/ Great Products Are Not Just the Product Guy's Job: https://www.svpg.com/great-products-are-not-just-the-product-guys-job/ Product Market Fit vs. Product Vision: https://www.svpg.com/product-market-fit-vs-product-vision/ – Where to find Martina Lauchengco: LinkedIn: https://www.linkedin.com/in/martinalauchengco/ SVPG profile: https://www.svpg.com/team/martina-lauchengco/ LOVED: https://www.svpg.com/books/loved-how-to-rethink-marketing-for-tech-products/ – Where to find Christian Idiodi: LinkedIn: https://www.linkedin.com/in/cidiodi/ SVPG profile: https://www.svpg.com/team/christian-idiodi/ – Where to find SVPG: SVPG's newest book, TRANSFORMED: https://www.svpg.com/books/transformed/ Other books: https://www.svpg.com/books/ Articles: https://www.svpg.com/articles/ Workshops: https://www.svpg.com/ Videos: https://www.svpg.com/videos/ – Timestamps: 00:00 Introduction 01:45 The difference between positioning and messaging 05:05 Why smaller companies can't afford fuzzy positioning 05:50 Taglines, brand, and Nike's "Just do it" 08:55 Why AI makes positioning matter more 10:05 Build first or declare your position first? 11:55 No one buys promises anymore 12:35 Positioning and product-market fit 20:25 How to discover your position with customers 25:25 The fatigue around vague claims and clichés 29:50 Customer evidence is the new bar 32:40 How defensible is a position today? 36:40 Positioning as product strategy 38:20 Using AI as a positioning thought partner 39:15 Where founders should start on positioning 40:55 Why you have to listen to customers long form 45:05 Revenue is the exhaust of a great product engine – Disclaimer: While this podcast is named "Product Therapy", it is not hosted by licensed therapists or mental health professionals, and it is in no way a substitute for professional mental health services. We recognize the importance of mental well-being and encourage anyone facing personal difficulties to seek support from qualified professionals. See https://findahelpline.com/ – Production: Production by supermix.io

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Latin America and the Caribbean

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  • Antigua and Barbuda
  • Argentina (Español)
  • Bahamas
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  • Bolivia (Español)
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  • Cayman Islands
  • Chile (Español)
  • Colombia (Español)
  • Costa Rica (Español)
  • Dominica
  • República Dominicana
  • Ecuador (Español)
  • El Salvador (Español)
  • Grenada
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  • 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)