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  • Good Strategy, Bad Strategy | Richard Rumelt

    21/01/2024

    Good Strategy, Bad Strategy | Richard Rumelt

    Richard Rumelt is a legend in the world of strategy. He’s the author of Good Strategy/Bad Strategy and The Crux: How Leaders Become Strategists, both of which are often recommended by guests on this podcast. From his early days teaching in Iran at a Harvard-sponsored business school to teaching at Harvard Business School itself to over four decades teaching at UCLA’s Anderson School of Management, Richard’s impact resonates globally. His strategic insights are sought after by major corporations including Microsoft, Shell, Apple, AT&T, Intel, and Commonwealth Bank and by governmental organizations such as the U.S. Army Special Operations Command. In this episode, we discuss: • The essential components of a good strategy • The importance of coherence in strategy • Common pitfalls that create a bad strategy • How “power” plays into strategy, and common sources of power • The value of knowing history when developing effective strategies • Why a strategy should simply be called an “action agenda” • The need for one decider in an organization — Brought to you by: • CommandBar—AI-powered user assistance for modern products and impatient users • Miro—A collaborative visual platform where your best work comes to life • Vanta—Automate compliance. Simplify security. — Find the full transcript at: https://www.lennysnewsletter.com/p/good-strategy-bad-strategy-richard — Where to find Richard Rumelt: • Email: richard@generalimagination.com • LinkedIn: https://www.linkedin.com/in/richard-rumelt-18520828/ • Website: https://thecruxbook.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) Richard’s background (04:29) What is a strategy? (06:23) The essential components of a good strategy (the “kernel”) (15:04) An example of good strategy (16:55) Bad strategy (25:17) The importance of focus and power (28:19) Identifying and utilizing power (34:38) Types of power (41:13) Implementing power (48:15) The importance of historical knowledge (55:23) How to write an action agenda (01:02:47) The crux (01:10:40) Challenges to executing a strategy (01:15:44) The need for a decider (01:20:39) Strategy for startups (01:26:04) Richard’s “value denials” exercise (01:31:01) Closing thoughts (01:33:57) Lightning round — Referenced: • China’s Xi says ‘reunification’ with Taiwan is inevitable: https://www.cnbc.com/2023/12/31/chinas-xi-says-reunification-with-taiwan-is-inevitable.html • The Crux: How Leaders Become Strategists: https://www.amazon.com/Crux-How-Leaders-Become-Strategists/dp/1541701240 • Good Strategy/Bad Strategy: The Difference and Why It Matters: https://www.amazon.com/Good-Strategy-Bad-Difference-Matters/dp/0307886239 • Fundamental Issues in Strategy: A Research Agenda: https://www.amazon.com/Fundamental-Issues-Strategy-Research-Agenda/dp/0875843433/ • Strategy, Structure, and Economic Performance: https://www.amazon.com/Strategy-Structure-Economic-Performance-Richard/dp/0875841090 • There’s more than the CIA and FBI: The 17 agencies that make up the U.S. intelligence community: https://www.latimes.com/nation/la-na-17-intelligence-agencies-20170112-story.html • Programme for International Student Assessment: https://www.oecd.org/pisa/ • Gerstner: Changing Culture at IBM—Lou Gerstner Discusses Changing the Culture at IBM: https://hbswk.hbs.edu/archive/gerstner-changing-culture-at-ibm-lou-gerstner-discusses-changing-the-culture-at-ibm • Marvin Lieberman on LinkedIn: https://www.linkedin.com/in/marvin-lieberman-2a6b72/ • S&P 500: https://www.spglobal.com/spdji/en/indices/equity/sp-500/#overview • Battle of Tora Bora: https://en.wikipedia.org/wiki/Battle_of_Tora_Bora • Milton Friedman: https://en.wikipedia.org/wiki/Milton_Friedman • The Louvre: https://www.louvre.fr/en • How does SpaceX build its Falcon 9 reusable rocket?: https://www.sciencefocus.com/space/how-does-spacex-build-its-falcon-9-reusable-rocket • Charles Darwin: History’s most famous biologist: https://www.nhm.ac.uk/discover/charles-darwin-most-famous-biologist.html • Donald Rumsfeld: https://www.defense.gov/About/Biographies/Biography/Article/602800/ • Bush: The Decider-in-Chief: https://www.cbsnews.com/news/bush-the-decider-in-chief/ • Woodrow Wilson: https://www.whitehouse.gov/about-the-white-house/presidents/woodrow-wilson/ • How the Sinking of Lusitania Changed World War I: https://www.history.com/news/how-the-sinking-of-lusitania-changed-wwi • Nokia: https://www.nokia.com/ • The Rise and Fall of Nokia: https://www.hbs.edu/faculty/Pages/item.aspx?num=46041 • Salesforce: https://www.salesforce.com/ • These New Windows Let the Summer Breeze In, But Block the Street Noise: https://www.smithsonianmag.com/smart-news/these-new-windows-let-the-summer-breeze-in-but-block-the-street-noise-7906121/ • Stop it! (Bob Newhart): https://www.youtube.com/watch?v=jvujypVVBAY • The Innovator’s Dilemma: The Revolutionary Book That Will Change the Way You Do Business: https://www.amazon.com/Innovators-Dilemma-Revolutionary-Change-Business/dp/0062060244 • Playing to Win: How Strategy Really Works: https://www.amazon.com/Playing-Win-Strategy-Really-Works/dp/142218739X • Steve Jobs: https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/1982176865 • Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company: https://www.amazon.com/Only-Paranoid-Survive-Exploit-Challenge/dp/0385483821 • Titan: The Life of John D. Rockefeller, Sr.: https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ • Yellowstone on Paramount+: https://www.paramountnetwork.com/shows/yellowstone • Smart telescopes: https://milehighastro.com/collections/smart-telescopes • Cassandra Clare: https://cassandraclare.com/ — 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. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe

  • Aaron Levie on Why Open AI Wins

    5 Sept

    Aaron Levie on Why Open AI Wins

    Box co-founder and CEO Aaron Levie joins MTS hosts Theo Jaffee and Sofia Puccini to make the case for open-weight AI, unpack the economics of open versus closed models, and explain why he believes more openness could strengthen rather than undermine the U.S. AI ecosystem. Aaron argues that open models create more use cases, push closed labs to innovate faster, and don't fundamentally change where the economics of AI ultimately accrue. They debate model distillation, America's competition with China, why restricting access may simply accelerate competing AI ecosystems, and whether U.S. labs should begin releasing open-weight versions of previous-generation models. They also get into what the latest frontier models mean for knowledge work, how AI has changed software engineering at Box, and why Aaron believes companies cutting engineers may simply not be ambitious enough. Finally, they discuss why enterprises are unlikely to bet on a single model and why the layer that routes between models, data, and workflows could become increasingly valuable.   Resources: Follow Aaron Levie on X: https://x.com/levie Follow Theo Jaffee on X: https://x.com/theojaffee Follow Sofia Puccini on X: https://x.com/schisofrenia Follow MTS on X: https://x.com/mtslive  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.

  • Gavin Baker: Why AI Demand Is Outrunning Compute Supply

    31 Aug

    Gavin Baker: Why AI Demand Is Outrunning Compute Supply

    a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture significant value as AI adoption expands. They dig into the economics of the infrastructure buildout, why compute investments can have unusually fast payback periods, and what happens when today's relatively small group of heavy AI users expands to hundreds of millions of people. They also debate the risk of an AI bubble versus an AI shortage, the backlash against data centers, orbital compute, the rise of multi-model architectures, and NVIDIA's position at the center of the AI supply chain. Gavin makes the case that the AI buildout could help reindustrialize America, while David explores whether the bigger near-term risk is not overbuilding, but failing to build enough.   Resources: Follow Gavin Baker on X: https://x.com/GavinSBaker Follow David George on X: https://x.com/DavidGeorge83 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.

  • Amjad Masad on Rethinking College for the AI Era

    1 day ago

    Amjad Masad on Rethinking College for the AI Era

    Erik Torenberg sits down with Replit founder and CEO Amjad Masad and Horowitz and Andreessen Academy co-founder and CEO Gagan Biyani to ask what education should look like for a generation growing up with AI. Amjad argues that one of the most valuable things young people bring to society is their willingness to question deeply held assumptions. They discuss how education could create more room for that instinct through project-based learning, intellectual side quests, and giving students the freedom to follow an idea deeply rather than optimizing around grades and credentials. They also explore whether young founders are being pushed to professionalize too early, why Amjad thinks starting a company can sometimes be a form of “premature optimization,” and how curiosity led him from learning chess to experimenting with AI that can conduct machine-learning research. Finally, they discuss trust, judgment, and what it means to develop as a person, not just a builder, including why being contrarian and ambitious still needs to be balanced with the ability to work with other people. Resources: Follow Amjad Masad on X: https://x.com/amasad Follow Gagan Biyani on X: https://x.com/gaganbiyani  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.

  • Why a16z is Building a New School for the AI Era | Ben Horowitz

    2 days ago

    Why a16z is Building a New School for the AI Era | Ben Horowitz

    Ben Horowitz and Erik Torenberg sit down with Gagan Biyani to introduce the Horowitz and Andreessen Academy and discuss a bigger question: what should education look like when AI is rapidly changing the skills people need to build, work, and create? Ben and Gagan explain why they believe learning should be more focused on doing rather than studying about doing, with students building real projects, developing people skills, and working alongside companies and builders in San Francisco. The goal isn’t to replace college for everyone, but to create a different path for young people who already know they want to build. They also discuss why AI could make this an unusually powerful time to be young, how project-based learning changes when everyone has access to powerful tools, why failure can be valuable when it produces real learning, and what it takes to develop the judgment and people skills that can't simply be learned from a textbook. Resources: Follow Gagan Biyani on X: https://x.com/gaganbiyani Follow Ben Horowitz on X: https://x.com/bhorowitz  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.

  • Max Hodak: How Startups Build Speed

    10 Aug

    Max Hodak: How Startups Build Speed

    Science is building a retinal implant that restores vision to people who have gone blind. One patient has already used it to read a 300-page novel.Building a company like that requires a lot more than getting the technology right. At Startup School 2026, Science CEO Max Hodak explains how the company buys things and hires people, and why those systems determine how fast it can move.He also gets into why founders can’t delegate their judgment, and why there’s no set of five bullet points that makes a startup work.Transcript: https://www.ycrootaccess.com/p/max-hodak-there-are-no-blanket-rules

  • Ep 868: Tokenmaxxing is over: The New Era of Token Efficiency and how Your Company Should Adapt (Start Here Series Vol 27

    1 day ago

    Ep 868: Tokenmaxxing is over: The New Era of Token Efficiency and how Your Company Should Adapt (Start Here Series Vol 27

    More tokens = more ROI, right? 🤔 Maybe.  But probably not.  Maybe one of the weirdest AI trends that has oddly stuck in 2026 is tokenmaxxing -- the practice of individuals and companies racing to use as many AI tokens as possible and equating it with business progress.  Reality check: token efficiency is the real rage.  So, how do you measure token efficiency and how can your company avoid the cost pitfalls of tokenmaxxing?  Join us as we break it down. Newsletter: Sign up for our free daily newsletter More on this Episode: Episode Page Today's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders. Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup Website: YourEverydayAI.com Email The Show: info@youreverydayai.com Connect with Jordan on LinkedIn Topics Covered in This Episode: AI Token Maxing: Rise and FallDefining AI Tokens and TokenizationFour Main Types of AI Token UsageAI Agentic Loops and Token ConsumptionCorporate Token Leaderboards and Meta ExampleRisks of Unmonitored Token Burn in EnterprisesToken Subsidies and AI Pricing TrendsMeasuring Token Efficiency versus Token VolumeBenchmarking Models: Cost per Intelligence OutputShifting from Model Selection to Harness EfficiencyBest Practices for Enterprise Token OptimizationMonitoring AI Agents for Token and Cost Control Timestamps: 00:00 Rethinking AI token usage 05:46 Token usage misconceptions in companies 09:15 Using token incentives 10:48 Tech companies adding usage limits 13:21 Understanding model token usage 17:16 Agentic models and tool use 22:21 Experimenting with token efficiency 25:18 Measuring AI's economic impact 29:11 Comparing AI intelligence and cost 30:36 Cost concerns with Anthropics' AI models 35:20 Importance of token efficiency 38:03 Takeaway from Microsoft CTO chat Keywords:  token maxing, token efficiency, AI token usage, AI tokens, token consumption, large language models, agentic loops, AI spend, token cost, model subsidies, subsidized AI plans, enterprise AI strategy, context window, prompt engineering, API usage limits, output tokens, input tokens, reasoning tokens, tool use tokens, scheduling agents, agentic AI, model harness, Claude Opus, OpenAI GPT-5.5, Gemini 3.1 Pro, Anthropic models, artificial analysis intelligence score, DeepSuite benchmark, cost per intelligence, modular AI architecture, API overages, context window size, scheduled agents, human-in-the-loop, expert-driven loop, output monitoring, benchmarking AI models, economic value from AI, efficiency metrics, measuring ROI, AI model performance, cost per output, chain of thought, AI tool integration, AI cost management, long-running agents, dynamic data integration. Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info)

  • Big mysteries explained through your senses

    6 days ago

    Big mysteries explained through your senses

    Our senses help us navigate everyday life. But can they also reveal what lies beyond our perception? This hour, TED speakers explore the hidden world through the senses. Guests include astronomer Mark Whittle, chemosensory researcher Paule Joseph and artist Yiyun Kang. Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show’s perks include sponsor-free listening. Learn more at plus.npr.org. See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences. NPR Privacy Policy

  • 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.

  • AI Safety Language Is Destroying the Debate | Steven Sinofsky

    2 days ago

    AI Safety Language Is Destroying the Debate | Steven Sinofsky

    a16z Board Partner and former Microsoft Windows president Steven Sinofsky joins Theo Jaffee and Sofia Puccini on MTS to argue that the language we use to describe AI failures is making it harder to understand what’s actually going wrong. Steven takes aim at terms like “alignment,” “goal-seeking,” and “rogue agents,” arguing that they can anthropomorphize problems that software engineers have dealt with for decades. His framing is simpler: when software doesn’t do what it’s supposed to do, it has a bug. And as AI becomes more widely deployed, labs need the same kind of telemetry, debugging, incident reporting, and operational discipline that previous generations of software eventually developed. Drawing on everything from early computer hacking and Microsoft’s response to major software failures to Y2K and cybersecurity standards, Steven makes the case for treating AI reliability as an engineering problem. They also discuss what AI labs can learn from CVE reporting, why industry has a responsibility to make its systems safer, and how confusing terminology can lead to equally confused regulation. Resources: Follow Steven Sinofsky on X: https://x.com/stevesi Follow Theo Jaffee on X: https://x.com/theojaffee Follow Sofia Puccini on X: https://x.com/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.

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