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  • 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.

  • Are AI Labs Trying to Break Encryption?

    1 day ago

    Are AI Labs Trying to Break Encryption?

    Scott Aaronson said AI labs had started testing whether their newest models could break cryptography, and Vitalik Buterin urged taking it seriously. Anthropic launched Haiku 5.5, Google unveiled a universal Gemini agent, and Microsoft opened Surface Laptop Ultra preorders. A theoretical computer scientist, citing sources, says AI labs have started investigating whether their latest internal models can break cryptographic protocols (Shtetl-Optimized) Vitalik Buterin backs Justin Drake’s “bunker mode” warning that AI-accelerated math could break the cryptography behind blockchain wallets, including lattice-based schemes, before quantum computers do (CoinTelegraph) Anthropic launches Claude Haiku 5.5, the first Haiku model with effort controls, for high-volume, cost-sensitive tasks like summary and classification requests (Anthropic) Haiku 5.5 is 90% cheaper than Haiku 4.5 at 10 cents and 50 cents per million tokens, matching OpenAI’s GPT-6 Luna on price while beating it on all six shared benchmarks; Sonnet 5.5 cache reads were also halved (SiliconANGLE) Google Cloud unveils a universal Gemini agent to handle multi-day enterprise workflows in Workspace, Microsoft 365, and Slack that supports several AI models (VentureBeat) Google’s Gemini agent runs each job on the model that fits best, Gemini or Claude, with four kinds of memory and sub-agents that coordinate workflows running for hours or days (9to5Google) Microsoft opens preorders for the $2,599+ Surface Laptop Ultra, shipping from October 16, with an RTX Spark and three USB-C ports; one is magnetic like MagSafe (Windows Central) The Surface Laptop Ultra is a CNC-machined aluminum MacBook Pro rival built around Nvidia’s first RTX Spark chip, with a magnetic Surface Connect-style charger built around a USB-C port (The Verge) Microsoft’s $5,999 Surface RTX Spark Dev Box packs 128GB of unified memory to run local models exceeding 120B parameters, shipping in November (The Verge) Subscribe to the ad-free feed.

  • Conti

    3 days ago

    Conti

    The word Conti struck fear in IT departments across the world. It's a type of ransomware that you hope to never come across. Like most ransomware gangs, the Conti group fell apart. But what's special about this story is how it fell apart. Because it fell apart in a very public, messy, scandalous way. Featuring investigative journalist Geoff White and cyber threat researcher Alex Holden. SponsorsThis show is brought to you by Doppel. Doppel stops AI attacks with digital risk protection, human risk management, and email security on a unified social engineering defense platform. doppel.comThis show is sponsored by Maze. Maze uses AI agents to triage and remediate cloud vulnerabilities by figuring out what’s actually exploitable, not just what’s theoretically risky. They remove the noise, prioritize vulns that matter, and manage remediation, so your team stops wasting time on meaningless vulns. Visit MazeHQ.com/darknet for more information. Support for this show comes from ThreatLocker. ThreatLocker is a Zero Trust Platform that gives organizations control over what can run and what users and devices can access. It combines prevention with real time detection and automated response, helping security teams stop unauthorized activity and quickly contain compromised machines. Learn how ThreatLocker can strengthen your defenses at threatlocker.com/Darknet. View all active sponsors. SourcesFull list of sources on the show page: https://darknetdiaries.com/episode/180/

  • The Xiaomi Fold and New Meta VR Glasses

    2 Oct

    The Xiaomi Fold and New Meta VR Glasses

    Wake me up, when Techtember ends. As we wrap up September the crew talks about taking pictures with a toothbrush, Tesla Roadster being delayed, new Nothing Headphone Pros, Meta Connect, and OpenAI Dev day! Links: Mark Gurman: Homepad Twitter Joanna Stern: Mark Zuckerberg Interview The Verge: Amazon Blocks Muse Ben Jordan: Flock Senate Hearing This episode brought to you by: Shopify: https://www.shopify.com/waveform Framer: https://www.framer.com/wave Jira: https://www.jira.com Pipedrive: https://www.pipedrive.com/waveform Follow us on socials: Marques: https://www.threads.net/@mkbhd Andrew: https://www.threads.net/@andrew_manganelli David: https://www.threads.net/@davidimel Adam: https://www.threads.net/@parmesanpapi17 Ellis: https://twitter.com/EllisRovin Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • The 2026 Smartphone Awards Discussion Episode

    20 hr ago

    The 2026 Smartphone Awards Discussion Episode

    This week the news is a little slow, so we decided to take this time to get some discussion in before we have to choose the winners of the 2026 MKBHD Smartphone Awards. We debate some phones in some highly contested categories and ask you who you think should win. We also wrap it up with a discussion on MMOs. Links: Mark Gurman: ⁠LG Partnership Tweet The Verge: S26 Price Increase J1mmy: New World of Warcraft Video Bellular: What is Wow Forever Really? Runescape: RS4 Trailer This episode brought to you by: Charles Schwab: https://www.schwab.com/oninvesting Framer: https://www.framer.com/wave Jira: https://www.jira.com Follow us on socials: Marques: https://www.threads.net/@mkbhd Andrew: https://www.threads.net/@andrew_manganelli David: https://www.threads.net/@davidimel Adam: https://www.threads.net/@parmesanpapi17 Ellis: https://twitter.com/EllisRovin Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • Apple M6? S27 Leaked? It's Gadget Season!

    28 Aug

    Apple M6? S27 Leaked? It's Gadget Season!

    A lot happened this week! First, Marques, Andrew, and David give final thoughts for the Pixel 11 series before getting into the Samsung Galaxy S27 Ultra. Then it's all about the new Apple chips and Mac computers. We wrap it up with anew Google Fitbit x Pokemon band and the Nothing OS 5.0 launch. It's a fun one! Join the Fantasy Premiere League! https://fantasy.premierleague.com/leagues/auto-join/gigg8r Links: Android Headlines x @Onleaks - S27 Ultra Leak Google - Fitbit Air x Pokemon Sleep ⁠News.com.au: Robot fails Nothing - Nothing OS 5.0 This episode brought to you by: Granola AI: https://www.granola.ai/waveform Airbnb: https://www.airbnb.com Framer: https://www.framer.com/wave Shopify: https://www.shopify.com/waveform Follow us on socials: Marques: https://www.threads.net/@mkbhd Andrew: https://www.threads.net/@andrew_manganelli David: https://www.threads.net/@davidimel Adam: https://www.threads.net/@parmesanpapi17 Ellis: https://twitter.com/EllisRovin Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • Monologue: Australia's Dodgiest AI IPO Is A Pale Horse

    1 day ago

    Monologue: Australia's Dodgiest AI IPO Is A Pale Horse

    In this week's Better Offline monologue, Ed Zitron talks about the brittle state of Australian AI data center company Firmus’ IPO, its dodgy underlying numbers, and how the Australian media has set an example of how you should actually cover an AI company. NOTE: This IPO was officially postponed shortly before going to press. The content still rocks. Newsletter: Credit Crunch: https://www.wheresyoured.at/credit-crunch/https://www.afr.com/technology/firmus-blockbuster-ipo-finds-itself-in-a-36-hour-spiral-of-doom-20261008-p613ulhttps://www.afr.com/markets/equity-markets/hedge-fund-uncovers-30-red-flags-against-firmus-20261008-p613t7 Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more. --- LINKS: https://www.tinyurl.com/betterofflinelinks Newsletter: https://www.wheresyoured.at/ Reddit: https://www.reddit.com/r/BetterOffline/  Discord: chat.wheresyoured.at Ed's Socials: https://twitter.com/edzitron https://www.instagram.com/edzitron https://bsky.app/profile/edzitron.com https://www.threads.net/@edzitron Email Me: ez@betteroffline.com See omnystudio.com/listener for privacy information.

  • I Don’t Need AI in My Toothbrush

    4 Sept

    I Don’t Need AI in My Toothbrush

    This week, Marques, Andrew, and David jump right into it by discussing the differences in YouTube views now that Viewflation has been happening for a full week. After that, it's all about GoPro, Markiplier, and what a "review" actually means. Then they talk about some new Android features before getting into the new AI Dyson toothbrush. We wrap it all up with some show and tell and trivia! Links: Philip DeFranco - Markiplier GoPro video Markiplier - GoPro Mission 1 ILS Review The Verge - Markiplier becomes GoPro biggest shareholder Sonos Ace Ultra Dyson CameraJet Citizen Ani-Digital Temp Veo camera Radio Garden Chipolo Loop Voltra I This episode brought to you by: Framer: https://www.framer.com/wave Shopify: https://www.shopify.com/waveform Follow us on socials: Marques: https://www.threads.net/@mkbhd Andrew: https://www.threads.net/@andrew_manganelli David: https://www.threads.net/@davidimel Adam: https://www.threads.net/@parmesanpapi17 Ellis: https://twitter.com/EllisRovin Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • E11 - What Is Software Architecture

    22 Aug

    E11 - What Is Software Architecture

    In this episode of Fundamentals of Software Engineering, Nate and I dig into the question the whole show is named after and the one our book only had a single chapter for: what software architecture actually is. We start where Neal Ford and Mark Richards start, with architecture as the things you cannot Google, and we work out why that definition holds up. By the time a decision reaches an architect, the easy answers are gone. Nobody escalates a variable name. What gets escalated is whether this should be a modular monolith, a set of microservices, or something event driven, and none of those have an answer that survives being lifted out of your context. From there we get into the part that makes architecture uncomfortable: it is trade-offs all the way down. We talk about quality attributes, the ilities that routinely conflict with each other, and why a manager asking for all of them at once is asking for something that does not exist. We cover architectural malpractice, the habit of picking a pattern because it is fashionable rather than because the problem demands it, and what happens when a whole platform gets rewritten around one team's favourite language. We also talk about legacy systems and why reimagining beats dragging, about evolutionary architecture and fitness functions, about the difference between design and architecture, and we close on what we would tell an engineer who wants to grow into the role. __________________________________________________ Key Highlights 🔎 Architecture is the things you can't Google: Neal Ford and Mark Richards coined it and it holds. The answer always depends on your constraints and the forces you are actually up against. 🏛️ No easy answers reach the architect: If a question had an obvious answer, it would have been solved further down. What lands on your desk is what is left. ⚖️ The ilities conflict with each other: Scalability, maintainability, simplicity and the rest pull in different directions. Prioritising them is the job, not a failure to deliver all of them. 🚨 Architectural malpractice: Reaching for microservices because they are in fashion, when the team shape and the actual demand say otherwise, is malpractice rather than ambition. 🐍 Don't replatform a whole team for one capability: If your people are strong on the JVM, moving the organisation to Python to reach one library is rarely the trade you think it is. 🔄 Reimagine legacy, do not drag it: Carrying every old defect and unfixed feature into the next system is a choice, and usually the wrong one. 🌱 How to grow into the role: Talk to the architects around you about how they got there, what they like, and what they do not. Ask what the path looks like before you try to walk it. __________________________________________________ Resources & Next Steps 📘 Fundamentals of Software Engineering, the book and the podcast 📚 Building Evolutionary Architectures by Neal Ford, Rebecca Parsons and Patrick Kua (second edition out now) 📖 Software architecture writing by Neal Ford and Mark Richards 🖥️ Fundamentals of Software Engineering on YouTube for the video version 🎤 Catch Dan and Nate at KCDC, Devnexus, Dev2Next and QCon San Francisco 🎧 Subscribe to Fundamentals of Software Engineering on Apple Podcasts __________________________________________________ YouTube Chapter Timestamps 00:00 Cold open: reading Carnegie is as useful as another framework 03:19 Conference season: what is coming up 06:53 Dev2Next and Venkat's conferences 07:36 QCon San Francisco and some good news 09:31 Today's topic, and where to find the book 10:28 Why one chapter on architecture was never going to be enough 11:36 Three shelves of architecture books and what they have in common 13:31 By the time the question reaches you, the easy answers are gone 14:30 Architecture is the things you can't Google 16:43 Knowing which questions to ask, and how to get answers 18:36 Does this problem actually require Kafka 20:34 Structure, teams and what architecture you can realistically run 23:21 Architectural malpractice, defined 24:43 Designing for scale you do not have yet 27:23 AI on the JVM, and not replatforming a team to chase a library 28:48 New leadership, rewrites, and the defects you carry across 31:34 Who should be an architect these days 34:45 Where design ends and architecture begins 42:29 Evolutionary architecture and fitness functions 46:23 The ilities, quality attributes and real trade-offs 55:46 Advice for engineers who want to grow into architecture

  • WTF is a Googlebook?

    18 Sept

    WTF is a Googlebook?

    We are officially in Techtember! First, it's a quick viewflation update from Andrew before Marques and David talk about their experiences using the iPhone 18 Pro. Then it turns to speculation about the upcoming Googlebook event before talking about the Steam Frame and Tesla Roadster event. It's going to be a jam-packed few weeks and the new iPhones are just the beginning. Links: 9to5Google - Google Maps speedometer during navigation MKBHD - iPhone 18 Review Stephen Robles - John Ternus iPhone picture Dave2D - Steam Frame review Linus Tech Tips - Steam Frame review Verge - Meta Slim Headset Leak This episode brought to you by: Shopify: https://www.shopify.com/waveform Pipedrive: https://www.pipedrive.com/waveform Framer: https://www.framer.com/wave Follow us on socials: Marques: https://www.threads.net/@mkbhd Andrew: https://www.threads.net/@andrew_manganelli David: https://www.threads.net/@davidimel Adam: https://www.threads.net/@parmesanpapi17 Ellis: https://twitter.com/EllisRovin Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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  • Cyprus
  • Czechia
  • Denmark
  • Estonia
  • Finland
  • France (Français)
  • Georgia
  • Deutschland
  • Greece
  • Hungary
  • Iceland
  • Ireland
  • Italia
  • Kosovo
  • Latvia
  • Lithuania
  • Luxembourg (English)
  • Malta
  • Moldova, Republic Of
  • Montenegro
  • Nederland
  • North Macedonia
  • Norway
  • Poland
  • Portugal (Português)
  • Romania
  • Россия
  • Serbia
  • Slovakia
  • Slovenia
  • España
  • Sverige
  • Schweiz
  • Türkiye (English)
  • Ukraine
  • United Kingdom

Latin America and the Caribbean

  • Anguilla
  • Antigua and Barbuda
  • Argentina (Español)
  • Bahamas
  • Barbados
  • Belize
  • Bermuda
  • Bolivia (Español)
  • Brasil
  • Virgin Islands, British
  • Cayman Islands
  • Chile (Español)
  • Colombia (Español)
  • Costa Rica (Español)
  • Dominica
  • República Dominicana
  • Ecuador (Español)
  • El Salvador (Español)
  • Grenada
  • Guatemala (Español)
  • Guyana
  • Honduras (Español)
  • Jamaica
  • México
  • Montserrat
  • Nicaragua (Español)
  • Panamá
  • Paraguay (Español)
  • Perú
  • St. Kitts and Nevis
  • Saint Lucia
  • St. Vincent and The Grenadines
  • Suriname
  • Trinidad and Tobago
  • Turks and Caicos
  • Uruguay (English)
  • Venezuela (Español)

The United States and Canada

  • Canada (English)
  • Canada (Français)
  • United States
  • Estados Unidos (Español México)
  • الولايات المتحدة
  • США
  • 美国 (简体中文)
  • États-Unis (Français France)
  • 미국
  • Estados Unidos (Português Brasil)
  • Hoa Kỳ
  • 美國 (繁體中文台灣)