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Apple
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Acquired

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The Cal Newport Show

Cal Newport
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https://www.docbangtai.com
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MKBHD

9 Sept · Video

Apple Event — September 9

Tune in to learn about iPhone Duo and iPhone 18 Pro. Plus Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5.
3 days ago

The delightfully messy state of Apple gadgets

Nilay is going to buy the new touchscreen MacBook. But not for the touchscreen. He and David talk through Apple's new laptop, and what it means for Apple's other devices, including the tablet that used to be the future of everything. Then the hosts talk about Instagram's push into long-form video and its battle with AI content. Finally, it's time for Brendan Carr, Anthropic's S-1, robot vacuums, and the rest of the lightning round. Further reading: Apple finally combined a toaster and a refrigerator Hands-on with the new OLED iPad Mini Instagram doesn’t have a plan to pay long-form video creators Adam Mosseri says negativity around AI is ‘going to get worse’ Invasion of the Sexy A.I. Joke Thieves Brendan Carr plans to let prisons jam cellphone signals Five weird details from Anthropic’s IPO filing Microsoft is ending Copilot support on smart TVs Google says its investments in AI are driving more searches Palmer Luckey’s Anduril is getting into laptops — and claims they’ll be American-made Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. 0:00 ProLED Cold Open 01:04 Touchscreen Mac Arrives 02:39 Why Apple Did Touch 05:27 App Store Pressure 07:54 Touch Is Just Enough 09:49 Influencer Event Demos 13:56 iPad Squeezed Middle 18:34 Luxury Hardware Bet 22:37 Duo Reality Check 28:18 Instagram Going Through It 29:07 AI Agents vs Ads 32:18 Zuck Escapes iPhone 32:41 Instagram Becomes TV 33:23 Slop Meme Deepfakes 36:09 Mosseri AI Crisis 42:58 Longform Video Push 44:34 Creators Demand Revshare 48:19 Loop Closing Arms Race 49:34 Reddit Versus Google Zero 53:22 AI Kills The Web 01:00:20 Brendan Carr is a Dummy 01:02:22 Spectrum Auction Plan 01:03:35 NOAA Weather Spectrum Fight 01:04:29 700 MHz Auction History 01:05:38 FCC Spectrum Power Grab 01:06:09 Privatizing Weather Data 01:09:27 Anthropic S1 Reality Check 01:12:34 AI Products Beat Models 01:16:55 Claude Goes Sentient 01:17:55 Copilot Leaves Smart TVs 01:21:16 Quiet Robot Vacuum Thoughts 01:25:03 Palmer Luckey Laptop Fight 01:30:10 X Replies and Racism 01:32:32 Wrap Up and Next Week Learn more about your ad choices. Visit podcastchoices.com/adchoices
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” articleWalt 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.
2 days ago

Радио-Т 1036

00:00:00 Вступление 01:04:37 Слишком много приложений 01:06:06 Proton против трад-программистов 01:20:39 AI навыки это уже фикция в 2026 01:36:22 Empryo - более другой харнес 01:44:05 JetBrains Thinkrail - еще один, но поверх Pi 01:48:37 Мистический человеко-месяц в эпоху AI 01:57:08 Франция обложит трафик налогом 02:10:51 Темы слушателей аудио • лог чата
2 May

Costco

Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create incredible company value. For instance: Costco has the cheapest prices of any major retailer in America — and also the wealthiest customer base. They pay their hourly workers 30% above the industry norm (and give them excellent healthcare + 401k benefits) — and are almost 3x more profitable on labor than Walmart. Speaking of Walmart, Costco stocks 40x fewer SKUs than their Bentonville-based rivals — yet sells an average of 15x more volume of each. And oh yeah, practically all of Costco’s C-Suite started their careers as baggers and checkout clerks! Tune in for a mind-bending exploration of one of the world’s most iconic — and iconically unique — companies. This episode was released on August 20, 2023. Links: The Science of HittingWarren Buffett’s Costco jokeEpisode sourcesCarve Outs: Tifosi sunglassesDwells “take off everything”Jeremy Giffon on Invest Like the BestDogpatchDavid Lidsky’s great piece on Acquired in Fast Company Sponsors: ServiceNow: https://bit.ly/acquiredservicenow26Legora: https://bit.ly/acquiredlegoraVanta: https://bit.ly/acquiredvantaStatsig: https://bit.ly/acquiredstatsig26 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.
2 days ago

Using Agents for Long-Horizon Financial Work — Aman Singh, Arca

Arca head of AI Aman Singh joins Latent Space head of editorial Richard MacManus at AI Engineer New York, to discuss how Arca is building an AI-native wealth management firm. Singh explains Arca's architecture, which includes a custom harness and persi...
20 hr ago

Microsoft Distinguished Eng: Why And How To Port Your Entire Codebase to Rust | Stephen Toub

Stephen Toub is a Distinguished Engineer at Microsoft who single-handledly rewrote the GitHub Copilot runtime (400,000-line codebase) in Rust. We talked about why/how he did it, how Rust compared with other languages, and everything he learned in the process.• My ergonomic keyboard project I mentioned, you can follow along here: https://read.compose.llc/• The Kickstarter page for it: https://www.kickstarter.com/projects/ryanlpeterman/compose-simple-ergonomics-beautifully-donePodcast links:• YouTube: https://www.youtube.com/watch?v=PLMOVlZC4eU• Apple: https://podcasts.apple.com/us/podcast/the-peterman-pod/id1777363835• Transcript: https://www.developing.dev/p/e073-stephen-toubThank you to this episode's sponsor for supporting my work:• WorkOS: makes your app Enterprise Ready with easy to use APIs to add SSO, SCIM, RBAC, and more in just a few lines of code, check them out at https://workos.com/Timestamps:(00:00) Intro(01:06) Why the Copilot runtime needed a Rust port(05:38) Why he chose Rust(11:28) Discussing rollout strategies(21:57) How he caught regressions(32:08) Guiding the agents(42:11) Catching regressions before prod(45:16) Which models he used(50:03) The end benefit and costs(01:03:24) When to do a full rewrite(01:06:40) Career learnings on the way to Distinguished(01:16:00) Top technical book recommendation(01:17:49) Advice for young engineers(01:21:00) OutroWhere to find Stephen:• GitHub: https://github.com/stephentoub• X: https://twitter.com/stephentoub• LinkedIn: https://www.linkedin.com/in/stephen-toub-75979745/Where to find Ryan:• Newsletter: https://www.developing.dev/• X/Twitter: https://x.com/ryanlpeterman• LinkedIn: https://www.linkedin.com/in/ryanlpeterman/• Threads: https://www.threads.com/@ryanlpeterman• Instagram: https://www.instagram.com/ryanlpeterman• TikTok: https://www.tiktok.com/@ryanlpetermanReferenced in this episode:• Stephen Toub’s post on porting the GitHub Copilot runtime to Rust: https://github.blog/ai-and-ml/generative-ai/migrating-the-github-copilot-runtime-to-rust-using-copilot/• Jarred Sumner’s post on porting Bun to Rust: https://bun.com/blog/bun-in-rust• Code: The Hidden Language of Computer Hardware and Software: https://www.charlespetzold.com/code/index.html
2 days ago

Prime Video is on track to earn ‘tens of billions of dollars’

Plus - Can AI data centers be mass-produced like cars? This startup aims to find out; DoorDash said it’s only received ‘several hundred’ orders from AI agents Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 day ago

How Bending Spoons Built a $20 Billion Compounder | Luca Ferrari

Can relentless optimization create as much value as breakthrough invention? Bending Spoons CEO Luca Ferrari argues that radical innovation can produce extraordinary outcomes, but systematic improvement can be more dependable, especially when paired with a model designed to compound over decades. Speaking with a16z General Partner Anish Acharya at Wave by Vento, Luca explains how Bending Spoons acquires technology companies, integrates them onto a shared platform, improves their economics, and reinvests the resulting cash into new acquisitions. They discuss the tradeoffs between growth and profitability, how to use debt without putting the company at risk, and why long-term thinking can create an advantage. They also debate whether AI really threatens SaaS, why moats like brand, proprietary data, network effects, and switching costs still matter, and how Bending Spoons is already using AI across coding, customer support, and data analysis. Resources: Recorded at Wave by Vento. Luca Ferrari on LinkedIn: https://it.linkedin.com/in/luca-ferrari-12418318 Follow Anish Acharya on X: https://x.com/illscience Learn more about Bending Spoons: https://bendingspoons.com/ Wave by Vento: https://wavebyvento.com/ 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

1039: AI for Real Estate, Walkable Cities and Climate Action, with Prof. John Renne

In Episode #1039, Prof. John Renne (Professor of Real Estate and Urban Planning at Tulane University) joins Jon Krohn to describe what happens when a tenured full professor goes back to school for a master’s in AI. John is a world-leading expert on transit-oriented development who spent decades pushing the limits of Excel and SPSS; learning Python and then vibe coding has let him scale that research by orders of magnitude, from 4,500 American train stations to more than 110,000 worldwide. In this episode, he traces how walkable communities went from academic heresy to the most profitable form of real estate development, explains how computer vision can now put a number on how attractive a street is, describes the undergraduate course he and Jon co-teach at Tulane, and makes the case for AI-led oral exams over AI detectors. Additional materials: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.superdatascience.com/1039⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in sponsoring a SuperDataScience Podcast episode? Email natalie@superdatascience.com for sponsorship information. In this episode you will learn: (00:04:08) Why a tenured professor went back for a master’s in AI (00:25:34) What transit-oriented development actually is (00:45:27) Teaching AI to rate a street (01:08:29) AI-led oral exams instead of AI detectors

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