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  • The Walt Disney Company

    22 Jun

    The Walt Disney Company

    The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. Today it’s the king of global entertainment, holding the intellectual property rights to the childhood memories of billions of people (including, likely, all of you) and is a reliable, predictable profitable business. But it didn’t start that way. During Walt’s era, Disney operated like an unhinged moonshot factory, blowing its finances on one seemingly crazy project after another, like the very first feature-length animated film or a theme park inspired by Walt's fascination with model trains (spoiler: Disneyland). Walt’s relentless ambition to bet the company over and over again not only created some of the most monumental artistic achievements of the 20th century (Snow White, Fantasia, Disney Imagineering), but also resulted in the accidental invention of the modern “flywheel” business model. In this episode, we tell the story of the ultimate marriage of art, commerce, and engineering — The Walt Disney Company: Walt's Era. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. MorganWeAreDevelopers eventVercelServiceNowStatsigLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Acquired Disney Companion PDFOur Disney column in WSJThe original 1958 WSJ “Flywheel” article"Walt Disney: The Triumph of the American Imagination by Neal GablerThe Animated Man by Michael BarrierWalt Disney: An American Original by Bob ThomasBuilding a Company: Roy O. Disney and the Creation of an Entertainment Empires by Bob ThomasThe Disney Version by Richard SchickelPBS American Experience: Walt DisneyDisneyland HandcraftedWalt's 1966 EPCOT pitch videoWorldly Partners' Multi-Decade Disney StudyThe Walt Disney Family MuseumAll episode sourcesCarve Outs: Brooks Vanguard sneakersDefunctland YouTube ChannelAnimagraffs YouTube ChannelVolvo EX30The San Francisco SymphonyMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00 Start01:10 Intro06:03 Walt's Early Life & Artistic Calling (1901-1919)12:22 From Commercial Art to Laugh-o-grams (1919-1923)23:05 Hollywood, The Alice Comedies & Oswald's Loss (1923-1928)43:27 Mickey Mouse & The Synchronized Sound Breakthrough (1928)01:01:21 The IP Flywheel & Mickey Merch Explosion (1929-1933)01:09:57 Flywheel Terminology Unpacked01:18:53 Snow White: Walt's $1.5M Folly (1934-1937)01:52:01 The Burbank Studio, Debt & Strike (1938-1941)02:04:28 The Animators' Strike & Walt's Disillusionment (1941)02:15:43 WWII, The Vault & Creative Slump (1941-1950)02:24:27 Post-War Slump to Cinderella's Comeback (1945-1950)02:33:48 Walt's Obsession: Model Trains to Disneyland (1950-1952)02:38:44 Financing Disneyland: ABC, SRI & Davy Crockett (1953-1955)03:17:05 Disneyland's Grand Opening & The Evolving Flywheel (1955-1958)03:41:55 The Florida Project & Walt's Last Dream (1961-1966)03:54:26 Walt's Untimely Death & Roy's Legacy (1966-1971)03:57:57 Roy Finishes Walt Disney World (1966-1971)04:01:09 The Post-Walt Slump & Corporate Raiders (1970s-1984)04:09:44 Analysis: Why No Other Disney Flywheels?04:17:15 7 Powers04:20:45 Quintessence04:23:50 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.

    22 Jun

    •
    4h 31m
  • AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

    6 days ago

    AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

    (0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union Apply for Summit 2026: https://allin.com/events 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://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models https://x.com/PalantirTech/status/2072326189079757277 https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f https://www.google.com/finance/quote/FIG:NYSE https://x.com/DavidSacks/status/2072673187666813226 https://x.com/chamath/status/2072665199786561713 https://x.com/quxiaoyin/status/2072428278976074115 https://x.com/chamath/status/2072390507628540213 https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary https://x.com/GavinNewsom/status/2070496029280276571 https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed https://x.com/JeanneIves/status/2072165726526308719 https://polymarket.com/event/democratic-presidential-nominee-2028

    6 days ago

    •
    1hr 42min
  • لغات البرمجة وأطر العمل الأكثر طلبًا

    01/02/2025

    لغات البرمجة وأطر العمل الأكثر طلبًا

    في هذه الحلقة من بودكاست طويق، نستعرض أهمية البرمجة في سوق العمل السعودي المتسارع نحو التحول الرقمي، وكيف تدعم رؤية 2030 قطاع التقنية وتهيئ الفرص الواعدة للمبرمجين، سنناقش أبرز لغات البرمجة المطلوبة مثل Python وأطر العمل الشائعة مثل React.js وDjango، مع توضيح الفرق بين لغات البرمجة وأطر العمل وكيف تختار الأنسب منها، كما نقدم نصائح عملية لتعلم البرمجة، بناء المشاريع، واكتساب المهارات الإضافية مثل العمل الجماعي والحوسبة السحابية، لضمان تقدمك في عالم البرمجة.

    01/02/2025

    •
    18 min
  • WWDC26 Keynote

    8 Jun ·  Video

    WWDC26 Keynote

    Tune in to the WWDC26 keynote introducing Siri AI powered by Apple Intelligence — our most personal Siri update ever. You’ll also learn about expanded trust and safety features, and improvements to iOS 27, iPadOS 27, macOS 27, watchOS 27, visionOS 27, and tvOS 27.

    8 Jun · Video

    •
    1hr 16min
  • #498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

    30 Jun

    #498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

    Anthony Kaldellis is a historian of the Roman Empire and author of “The New Roman Empire”, a comprehensive history of the Byzantine Empire (Eastern Roman Empire). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep498-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/anthony-kaldellis-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: Anthony’s Books: https://amzn.to/49AX7Q1 Anthony’s Publications: https://kaldellispublications.weebly.com Anthony’s University of Chicago page: https://classics.uchicago.edu/people/anthony-kaldellis The New Roman Empire (book): https://amzn.to/3PTFTqk Streams of Gold (book): https://amzn.to/4fgRMRq Byzantium & Friends Podcast: https://byzantiumandfriends.podbean.com/ The History of Byzantium Podcast: https://thehistoryofbyzantium.com/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Upwork: Platform for hiring freelancers. Go to https://upwork.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/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 (00:11) – Sponsors, Comments, and Reflections (08:45) – The Roman Empire and the Byzantine Empire (12:42) – 2,200 Years of Roman History (33:06) – Power, violence, and civil war (54:20) – Edict of Caracalla (1:07:17) – Crisis of the Third Century (1:21:45) – Constantine and the new Roman Empire (1:33:46) – Christianity in the Roman Empire (1:59:14) – Fall of the Western Roman Empire (2:12:11) – Eunuchs, Taxes, and Power (2:37:17) – Emperor Justinian and wars of conquest (2:54:19) – The Arab conquests (3:13:55) – Why the Roman empire survived so long (3:40:01) – Lessons from history 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

    30 Jun

    •
  • SuperBox

    7 Apr

    SuperBox

    What if there was a device which gave you endless movies and TV shows without ads? Ok great sign me up! In this episode we interview “D3ada55”, who found such a device, but as she gazed into it, she discovered it gazing back at her. SponsorsSupport for this show comes from ThreatLocker®. ThreatLocker® is a Zero Trust Endpoint Protection Platform that strengthens your infrastructure from the ground up. With ThreatLocker® Allowlisting and Ringfencing™, you gain a more secure approach to blocking exploits of known and unknown vulnerabilities. ThreatLocker® provides Zero Trust control at the kernel level that enables you to allow everything you need and block everything else, including ransomware! Learn more at www.threatlocker.com. This episode is sponsored by Meter, the company building networks from the ground up. Meter delivers a complete networking stack - wired, wireless, and cellular - in one solution that’s built for performance and scale. Alongside their partners, Meter designs the hardware, writes the firmware, builds the software, manages deployments, and runs support. Learn more at meter.com. This episode is sponsored by Exaforce. Exaforce was created to handle the complete security operations workflow - detect, triage, investigate, respond. Exabots autonomously manage every stage, eliminating gaps between alert and action that slow down traditional security operations. And how it works is simple too: the exabots ingest all security data and then semantically connects it to understand the full context of security events and how they relate to each other. Learn more at exaforce.com/darknet-diaries.

    7 Apr

    •
    1hr 28min
  • Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

    9 hr ago

    Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

    (0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP Thanks to our partners for making this possible! AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN Nasdaq - Industries, capital, and intelligence are converging into a single, interconnected system, and the infrastructure behind it needs to evolve just as quickly. Nasdaq was built for this moment: Powering more than 135 marketplaces and regulators globally and connecting capital to the companies shaping the future. As the innovation economy accelerates, connectivity becomes the critical asset. Nasdaq is the technology platform that makes it possible, and scalable. Learn more at https://Nasdaq.com Follow Andrew: https://x.com/andrewdfeldman Follow Robin: https://x.com/robrombach 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

    9 hr ago

    •
    1hr 4min
  • Another New Start Menu (7/2026) - Taskbar Freedom Returns

    13 hr ago ·  Video

    Another New Start Menu (7/2026) - Taskbar Freedom Returns

    Windows 11's upcoming Start menu revamp gives you more power to personalize than ever, ditching old limitations and letting you decide exactly what shows up when you hit Start. Discover what's changing behind the scenes and how it could reshape your daily workflow. Host: Paul Thurrott Download or subscribe to Hands-On Windows at https://twit.tv/shows/hands-on-windows 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 Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsors: blackhat.com/us-26 and use code TWIT threatlocker.com/twit

    13 hr ago · Video

    •
    17 min
  • #493 – Jeff Kaplan: World of Warcraft, Overwatch, Blizzard, and Future of Gaming

    11 Mar

    #493 – Jeff Kaplan: World of Warcraft, Overwatch, Blizzard, and Future of Gaming

    Jeff Kaplan is a legendary Blizzard game designer of World of Warcraft and Overwatch, now preparing to launch a new game, The Legend of California, from his new studio Kintsugiyama – available to wishlist on Steam today, with alpha later in March. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep493-sc See below for timestamps, and to give feedback, submit questions, contact Lex, etc. 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: The Legend of California (Steam Page): https://store.steampowered.com/app/2550530/The_Legend_of_California Jeff’s Game Studio: https://www.kintsugiyama.com/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Fin: AI agent for customer service. Go to https://fin.ai/lex Blitzy: AI agent for large enterprise codebases. Go to https://blitzy.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex CodeRabbit: AI-powered code reviews. Go to https://coderabbit.ai/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (02:24) – Sponsors, Comments, and Reflections (10:47) – Early games: Pac-Man, Zork, Doom, Quake (25:12) – Writing career – 170 rejection letters (40:45) – EverQuest obsession (53:43) – Getting hired at Blizzard (1:09:11) – Lowest point in Jeff’s life (1:15:16) – One of Us (1:19:33) – Early Blizzard culture (1:39:15) – Building World of Warcraft (1:56:59) – How WoW changed video games (2:14:21) – Single-player vs Multi-player (2:35:15) – How Blizzard made great video games (3:01:04) – Online toxicity (3:08:38) – Why Titan failed (3:25:48) – Overwatch in six weeks (3:52:46) – Best Overwatch heroes (4:01:16) – The challenge of matchmaking (4:04:40) – Rust (4:15:01) – Why Jeff left Blizzard (4:37:14) – Diablo IV (4:38:42) – Getting back to making video games (4:47:38) – The Legend of California (5:01:23) – Greatest video game of all time (5:09:30) – AI and future of video games 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

    11 Mar

    •
  • Meta’s Threads Rivals Musk’s X; Trump Phone Review; Maine's Senate Race Implodes

    1 day ago

    Meta’s Threads Rivals Musk’s X; Trump Phone Review; Maine's Senate Race Implodes

    Threads recently hit 500 million monthly users, putting it on par with X — but is it really competing, or just filling a different niche? Meanwhile, the reviews have been coming in for the Trump-branded T1 phone in recent weeks as it finally started shipping after a year of delays. Plus: Leah explains the fast-moving crisis around Senate candidate Graham Platner, who stepped down this week after a long string of controversies.  Articles mentioned in this episode: The Trump Phone Is Already a Lot Different From Last Week | WIRED Republicans Gleefully Celebrate Midterms Chaos in Maine | WIRED  Join WIRED’s best and brightest on Uncanny Valley as they dissect the collision of tech, politics, finance, and business, from the newest ventures to the effects of inaccurate information from artificial intelligence (AI) chatbots on social protests. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    1 day ago

    •
    19 min

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