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  • 87: ‘Free Alcoholic Beverages’ With Ben Thompson

    12/07/2014

    1

    87: ‘Free Alcoholic Beverages’ With Ben Thompson

    Topics include Samsung getting pinched from Apple on the high end and Xiaomi (at least in China) on the low end, Android and the importance of software differentiation, wearable devices, and more.

    12/07/2014

    •
    2h 4m
  • 88: ‘Cat Pictures’ With Marco Arment (Side 1)

    20/07/2014

    2

    88: ‘Cat Pictures’ With Marco Arment (Side 1)

    Topics include the design and development of Marco’s new iOS podcast player, Overcast, custom UI fonts, the difficulty of low-level audio programming, and pricing strategy — with digressions on U.S. politics and other non-controversial subjects.

    20/07/2014

    •
    1hr 46min
  • Google Part I: Origins of Search

    30/06/2025

    3

    Google Part I: Origins of Search

    We tell the story of the single greatest business ever created: Google search. From its origins as a Stanford research project called BackRub, Google became the front door to the internet. Today it’s an essential service for over half the world, and one that generates more profit than ANY other US company — more than Apple, Microsoft, or Berkshire Hathaway. But it wasn’t always so obvious. When Larry and Sergey began working on BackRub in 1996, search was a backwater industry in silicon valley. Existing search companies were eking out a living as vendors to the then-dominant “portals” like AOL and Yahoo. Google’s come-from-behind success was the result of three massive step-function leaps forward in algorithms, infrastructure and business model… some invented by Google and some borrowed (and perfected!) by them. Today, things are not so obvious once again for Google. Despite earning more profits than all of its big tech peers, its stock trades at significantly lower multiples — a $1 trillion or more discount to Apple, Microsoft and Nvidia. Investors are concerned that AI will render Google’s beautiful business model obsolete, even though Google also basically invented modern AI and continues to lead on many dimensions. This episode begins a multi-part series where we dive into the full history that led us to this point. Tune in and enjoy! Update: when you finish, check out our Google Part II episode, "Alphabet, Inc."! Sponsors: Sentry: https://bit.ly/acquiredsentryWorkOS: https://bit.ly/workos25Anthropic: https://bit.ly/acquiredclaude25Statsig: https://bit.ly/acquiredstatsig26Links: BackRub recreationOriginal Google logoJeff Dean’s resumeWorldly Partners’ Multi-Decade Alphabet StudyEpisode sourcesCarve Outs: The Rehearsal with Nathan Fielder (Season 2)Your Friends and NeighborsAndor Season 2Gamecraft Season 3Steam Deck vs Switch 2 dilemma 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.

    30/06/2025

    •
    3h 38m
  • 86: ‘Diddling Your Feeds’ With Dave Wiskus

    01/07/2014

    4

    86: ‘Diddling Your Feeds’ With Dave Wiskus

    Topics include the new look and feel in OS X Yosemite (10.10), Google’s new “Material Design” look and feel for Android, smartwatches (including the new ones Google showed at I/O last week), and Dave’s new behind-the-scenes role at The Talk Show.

    01/07/2014

    •
    2h 27m
  • 24.05.2026 - Телеграм теперь опасен? Ростелеком управляет роутерами, Банкоматы уйдут оффлайн

    2 DAYS AGO

    5

    24.05.2026 - Телеграм теперь опасен? Ростелеком управляет роутерами, Банкоматы уйдут оффлайн

    Участники: Денис Альшанов, Артём Тамоян, Давид Френкель, Роман Анин

    2 days ago

    •
    58 min
  • The AI paradox: More automation, more humans, more work | Dan Shipper

    2 DAYS AGO

    6

    The AI paradox: More automation, more humans, more work | Dan Shipper

    Dan Shipper is the co-founder and CEO of Every, a media and software company that’s become a living laboratory for the future of work. Everyone at his company of about 30 people is an AI early adopter; from editors to ops people, they use AI to do much of their work, giving Every a unique lens into where the world is heading. A year ago on this show, Dan predicted that people were sleeping on Claude Code for nontechnical work, which proved to be remarkably prescient. Today he’s back with another set of calls: the SaaS apocalypse is dumb, CLIs are over, the forward deployed engineer is the most valuable new hire, and the only thing you need to do to stay employed is ride the models. Dan’s predictions: 1. The future of work will happen inside Codex or Claude Code. 2. Every company will have one “super-agent” inside their Slack that every employee talks to regularly. 3. SaaS is not dead—in fact, Dan is bullish on SaaS stocks. His contrarian take: “I would buy SaaS stocks right now.” 4. SaaS economics will shift: users will bring their own AI tokens into apps, which actually improves SaaS margins. 5. PMs will thrive in the AI era. 6. Full-stack designers will become superheroes. 7. The AI job apocalypse is not happening. 8. Forward deployed engineer is the new most essential role. 9. CLIs are over. 10. Automation is a lie. 11. We will read way more AI-generated writing and we will like it. 12. We’ll be building software for humans and agents to use together. — Brought to you by: WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny Vanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny — Episode transcript: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper — Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0 — Where to find Dan Shipper: • X: https://x.com/danshipper • LinkedIn: https://www.linkedin.com/in/danshipper/ • Podcast: https://every.to/podcast • Website: https://danshipper.com — Where to find Lenny: • Newsletter: https://www.lennysnewsletter.com • X: https://twitter.com/lennysan • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/ — In this episode, we cover: (00:00) Introduction to Dan Shipper (02:56) Dan’s unique position living in the AI future (09:17) How the way we work will change in the coming year (16:39) The case for general agents (18:08) Codex and Claude Code as the new operating system for work (25:39) How Cursor fits in (27:42) How this changes what SaaS companies should build (31:13) Why CLI is already over (33:34) Two agents are better than one (36:22) Why Dan is bullish on SaaS stocks (39:01) Why automation doesn’t reduce human work (47:00) The value of human-written code (48:36) Quick recap (50:15) How work is changing (56:17) Why data scientists are drowning in bad analysis (58:24) Which product/tech roles are least changed by AI (1:02:17) We will read way more AI-generated writing and we will like it (1:08:28) Why product managers will dominate the AI era (1:11:05) Full-stack designers are the other big winners (1:13:11) The AI job apocalypse won’t happen (1:16:00) How to “ride the models” to stay relevant (1:21:02) Final predictions and advice (1:25:24) Lightning round — References: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper — Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com. — Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

    2 days ago

    •
    1hr 34min
  • 89: ‘Cat Pictures’ With Marco Arment (Side 2)

    20/07/2014

    7

    89: ‘Cat Pictures’ With Marco Arment (Side 2)

    Topics include the design and development of Marco’s new iOS podcast player, Overcast, custom UI fonts, the difficulty of low-level audio programming, and pricing strategy — with digressions on U.S. politics and other non-controversial subjects.

    20/07/2014

    •
    1hr 39min
  • Как живет российская гражданская авиация после санкций

    5 DAYS AGO

    8

    Как живет российская гражданская авиация после санкций

    После февраля 2022 года российская гражданская авиация оказалась практически отрезана санкциями от остального мира. Запреты коснулись не только воздушного пространства, но и лизинга, регистрации и обслуживания самолетов. И это целиком поменяло работу авиакомпаний. Как теперь поддерживаются самолеты в России? Сможет ли авиация перейти на «отечественный флот»? Стало ли опаснее летать? Рассказывает Анастасия Дагаева, журналистка и независимый авиационный эксперт. Реклама. Рекламодатель АО «Селектел». erid: 2SDnjeXxtnNSelectel — независимый провайдер, который поможет построить надежную и гибкую ИТ-инфраструктуру для проектов разной сложности, в том числе для масштабных задач: https://slc.tl/m4hct ⚡️ У этого выпуска есть видеоверсия! Посмотрите ее на нашем YouTube-канале: https://www.youtube.com/@launchtomorrow Будем очень благодарны вам за подписку на канал, лайк и комментарий — это очень поможет нам делать видеоверсию и дальше! Чат Запуска в телеграме: https://t.me/zapuskzavtra Бот нашего подкаста:  https://t.me/zapuskzavtrabot Связаться: zapuskzavtra@gmail.com Редакторки: Маргарита Берденникова и Маша Агличева  Продюсеры: Данил Астапов, Аня Коваленко и Арон Косинов Монтажер и звукорежиссер: Сергей Христолюбов Дизайнер обложки подкаста: Петр Сутупов

    5 days ago

    •
    55 min
  • #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

    23 MAR

    9

    #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

    Jensen Huang is the co-founder and CEO of NVIDIA, the world’s most valuable company and the engine powering the AI computing revolution. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep494-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/jensen-huang-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: NVIDIA: https://nvidia.com NVIDIA on X: https://x.com/nvidia NVIDIA AI on X: https://x.com/NVIDIAAI NVIDIA on YouTube: https://youtube.com/@nvidia NVIDIA on Instagram: https://www.instagram.com/nvidia/ NVIDIA on LinkedIn: https://www.linkedin.com/company/nvidia/ NVIDIA on Facebook: https://www.facebook.com/NVIDIA/ NVIDIA on GitHub: https://github.com/NVIDIA Nemotron: https://developer.nvidia.com/nemotron SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ Shopify: Sell stuff online. Go to https://shopify.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 Quo: Phone system (calls, texts, contacts) for businesses. Go to https://quo.com/lex OUTLINE: (00:00) – Introduction (00:26) – Sponsors, Comments, and Reflections (06:34) – Extreme co-design and rack-scale engineering (09:20) – How Jensen runs NVIDIA (28:41) – AI scaling laws (43:41) – Biggest blockers to AI scaling laws (45:25) – Supply chain (47:20) – Memory (53:25) – Power (58:45) – Elon and Colossus (1:02:13) – Jensen’s approach to engineering and leadership (1:07:38) – China (1:15:51) – TSMC and Taiwan (1:21:06) – NVIDIA’s moat (1:26:43) – AI data centers in space (1:30:31) – Will NVIDIA be worth $10 trillion? (1:40:40) – Leadership under pressure (1:54:26) – Video games (2:01:18) – AGI timeline (2:03:31) – Future of programming (2:17:02) – Consciousness (2:23:23) – Mortality 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

    23 Mar

    •
  • 85: ‘Oh Man, Soccer’ With Paul Kafasis

    26/06/2014

    10

    85: ‘Oh Man, Soccer’ With Paul Kafasis

    Topics include the ongoing World Cup and the sport of soccer, Google Glass, mockups of devices in rumor reports, Amazon's Fire Phone, the New York Times's profile of Tim Cook last week, Apple's growth, and the agonizingly slow death of Blackberry. Lastly, Paul brings up a devilishly tricky question regarding whether Apple will support a particular new addition to the Emoji specification.

    26/06/2014

    •
    1hr 52min

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