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  • Vanguard

    18 MAY

    1

    Vanguard

    Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, on behalf of 50 million clients (including, likely, many of you). And yet Vanguard itself is essentially a communist organization — it has no shareholders, makes no profits, and operates more like REI than Fidelity. If you own a Vanguard fund, you own a piece of the firm itself. Any excess margin instead gets returned to clients in the form of lower fees, which since 1975 have added up to roughly five hundred billion dollars transferred out of Wall Street managers’ pockets and into retail investors’ savings accounts. And oh yeah, it all started as a cockamamie revenge plot by a guy who’d just been fired by his partners. Today we tell the story of communist capitalism at its finest — Vanguard. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. MorganWeAreDevelopers eventServiceNowVercelStatsigLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!Our Vanguard "episode preview" in WSJStay the Course: The Story of Vanguard and the Index Revolution by John C. BogleThe Bogle Effect by Eric BalchunasWorldly Partners' Multi-Decade Vanguard StudyWorldly Partners' Article Generational Investing: The Discipline Behind 100+x OutcomesAll episode sourcesCarve Outs: Our WSJ pieces on Ferrari and VanguardMacBook Pro M5 MaxMichael MacKelvie on YouTubeThe Super Mario Galaxy MovieBrooks Vanguard sneakersMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:41 Intro00:05:30 Jack Bogle's Early Life & Family Ruin (1929)00:12:34 Princeton Thesis & Mutual Funds Emerge (1949-1951)00:27:20 Joining Wellington Management (1951)00:30:38 The Go-Go Years & Fidelity's Ascent (1958-1965)00:40:36 Jack Takes the Reins & The Ivest Merger (1965)00:46:04 The Go-Go Bust & Jack's Crisis of Conscience (1970-1973)00:53:28 Jack is Fired: The Genesis of Vanguard (1974)01:13:03 The Journal Article That Inspired It All (1974-1976)01:35:02 Building the Fund & Early Struggles (1976-1981)01:44:32 The Rise of Indexing & Vanguard's Growth (1988-1992)01:49:06 Jack's Health & The CEO Transition (1995-1996)02:00:06 The ETF Debate & Jack's Second Firing (1999)02:24:18 The 2008 Financial Crisis: Vanguard's Moment02:30:46 The Warren Buffett Bet (2008-2019)02:41:28 Fidelity & BlackRock's Resurgence (Post-2008)02:52:04 Salim Ramji: Vanguard's First Outside CEO03:04:43 Wellington's Comeback & Mutual Ownership03:08:23 Analysis03:30:58 Quintessence03:39:35 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.

    18 May

    •
    3h 48m
  • Daybreak and Codename MDASH - Microsoft's Edge Password Blunder

    20 MAY

    2

    Daybreak and Codename MDASH - Microsoft's Edge Password Blunder

    OpenAI, Microsoft, and Google are racing to unleash next-gen AI that hunts for software vulnerabilities and hacks at scale. This episode explores how these advancements could shake up everything we thought we knew about cybersecurity. Microsoft rethinks Edge's "intended behavior" after it gets press. Chaotic Eclipse hacker strikes again with a Bitlocker bypass. Google's threat analysis group documents malicious AI use. Canada hasn't learned the lessons of the EU and the UK. AI chatbots may be far more addictive than social media. Project: Hail Mary now available to stream. An apparently-serious zero-point quantum vacuum energy source. A bit of listener feedback. OpenAI's & Microsoft's vulnerability discovery systems Show Notes - https://www.grc.com/sn/SN-1079-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. 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 Sponsors: outsystems.com/twit hoxhunt.com/securitynow zscaler.com/security meter.com/securitynow canary.tools/twit - use code: TWIT joindeleteme.com/twit promo code TWIT

    20 May

    •
    2h 52m
  • AI Labs: Elon Musk wants AI in space

    8 HR AGO

    3

    AI Labs: Elon Musk wants AI in space

    Elon Musk’s xAI is lagging behind the likes of OpenAI and Google DeepMind in the AI race. Will a giant IPO of SpaceX, Musk’s rocket company, change all that? Murad Ahmed speaks to FT technology correspondent Hannah Murphy and the FT’s bureau chief in San Francisco Stephen Morris.  FT articles free to read:  Inside SpaceX’s audacious IPO plan Elon Musk pushes out more xAI founders as AI coding effort falters ‘The race is on’: will Elon Musk be the first to put a data centre in space? Tech Tonic is hosted by Murad Ahmed and produced by Edwin Lane. The executive producer is Topher Forhecz. Sound design by Breen Turner and Sam Giovinco.  Tell us what you think of Tech Tonic! Complete this short survey and you’ll get the chance to win a pair of Bose QuietComfort wireless headphones. Prize draw winners’ surnames and regions may be made available upon request, as required by the Advertising Standards Authority. If you do not want your information to be made available, please email Privacy.Officer@ft.com upon entry. For more information on your rights and how we use your data, please read our Privacy Policy. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    8 hr ago

    •
    25 min
  • 716: Google I/O 2026 Recap Edition

    2 DAYS AGO

    4

    716: Google I/O 2026 Recap Edition

    Show DescriptionWe're running down what's new from Google for the web and figuring out if it's web developer Xmas or AI Doomsday this year. Listen on Website Watch on YouTube Links Paul Irish The Dialog Element with Entry and Exit Animations 15 updates from Google I/O 2026 Google I/O 2026: What's new in Web UI SponsorsAI & Design Systems CourseThis course is for anyone invested in the success of digital products at your organization. Whether you're a designer, developer, product owner, manager, or leader, you'll learn how AI & design systems work together to help you create better digital products. The course blends foundational concepts with practical, in-the-weeds instruction to help you level up your skills and understanding. Coupon Code SHOPTALKSHOWISAWESOME for 15% off!

    2 days ago

    •
    1hr 4min
  • Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

    15 APR

    5

    Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

    I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just become a hyperscaler, how it makes its investments, and much more. Enjoy! Watch on YouTube; read the transcript. Sponsors * Crusoe’s cloud runs on state-of-the-art Blackwell GPUs, with Vera Rubin deployment scheduled for later this year. But hardware is only part of the story—for inference, Crusoe’s MemoryAlloy tech implements a cluster-wide KV cache, delivering up to 10x faster TTFT and 5x better throughput than vLLM. Learn more at crusoe.ai/dwarkesh * Cursor helped me build an AI co-researcher over the course of a weekend. Now I have an AI agent that I can collaborate with in Google Docs via inline comment threads! And while other agentic coding tools feel like a total black-box, Cursor let me stay on top of the full implementation. You can try my co-researcher out at github.com/dwarkeshsp/ai_coworker, or get started on your own Cursor project today at cursor.com/dwarkesh * Jane Street spent ~20,000 GPU hours training backdoors into 3 different language models, then challenged my audience to find the triggers. They received some clever solutions—like comparing the base and fine-tuned versions and extrapolating any differences to reveal the hidden backdoor—but no one was able to solve all 3. So if open problems like this excite you, Jane Street is hiring. Learn more at janestreet.com/dwarkesh Timestamps (00:00:00) – Is Nvidia’s biggest moat its grip on scarce supply chains? (00:16:25) – Will TPUs break Nvidia’s hold on AI compute? (00:41:06) – Why doesn’t Nvidia become a hyperscaler? (00:57:36) – Should we be selling AI chips to China? (01:35:06) – Why doesn’t Nvidia make multiple different chip architectures? Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    15 Apr

    •
    1hr 43min
  • How Superhuman Took Over Silicon Valley Email

    6 DAYS AGO

    6

    How Superhuman Took Over Silicon Valley Email

    Rahul Vohra is the founder and CEO of Superhuman, the premium email client for power users. He previously built the Gmail plug-in Reportive and sold it to LinkedIn. He began somewhere unexpected though, as a game designer on RuneScape. In this conversation, Rahul breaks down why most founders misunderstand product market fit, why premium can actually hurt your business, and how deliberate constraint can become your biggest advantage.   Follow Rahul Vohra on X: https://x.com/rahulvohra Follow Fareed Mosavat on X: https://x.com/far33d Stay Updated: Find a16z on YouTube: YouTube 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.

    6 days ago

    •
    56 min
  • The Philosophy of Obsidian, with CEO Steph Ango

    1 DAY AGO

    7

    The Philosophy of Obsidian, with CEO Steph Ango

    Cortex

    1 day ago

    •
    1hr 12min
  • Why AI Isn’t Killing SaaS Yet

    2 DAYS AGO

    8

    Why AI Isn’t Killing SaaS Yet

    Originally aired on MTS segment, Monetary Matters, Jack Farley and Max Wiethe speak with Ara Kharazian, Lead Economist at Ramp, about what real business spending data says about AI adoption, why the “SaaSpocalypse” narrative is overblown, and how companies are actually buying and deploying AI tools. They also discuss Anthropic overtaking OpenAI in Ramp’s AI Index, token-based pricing, AI productivity gains, and why many legacy software firms may be more resilient than people expect.   Resources: Follow Ara on X: https://x.com/arakharazian Follow Jack on X: https://x.com/JackFarley96 Follow Max on X: https://x.com/maxwiethe Stay Updated: Find a16z on YouTube: YouTube 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.

    2 days ago

    •
    40 min
  • An Anthropology of Gooners

    12/11/2025

    9

    An Anthropology of Gooners

    A reporter spends a year diving into a subculture of young men online who unite around their extreme commitment to constant, unadulterated porn consumption.  Why are they doing this, what is it doing to them, and what does their existence tell us about the internet we’re all stuck on? The Goon Squad by Daniel Kolitz for Harper’s Magazine Daniel’s Twitter Support Search Engine! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

    12/11/2025

    •
    47 min
  • Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS Live

    5 DAYS AGO

    10

    Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS Live

    Clem Delangue joins MTS to discuss the global open-source AI landscape, the current large language model bubble, and the future of consumer robotics. Originally aired on MTS, Theo Jaffee and Sofia Puccini speak with Clément Delangue, CEO at Hugging Face, about the global open-source AI race, why he believes the real bubble is in API-based large language models, and how robotics could become the next major interface for AI. They also discuss AI safety, U.S.-China competition, open-weight models, and why Hugging Face became the infrastructure layer for open AI development.   Resources: Follow Clem on X: @ClementDelangue Follow Theo on X: @theojaffee  Follow Sofia on X: @schisofrenia Stay Updated: Find a16z on YouTube: YouTube 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.

    5 days ago

    •
    16 min

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