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Acquired Podcast

Acquired Podcast

ポッドキャスト | United States | 中央
www.acquired.fm/

Deep dives into the playbooks of the greatest companies and investors. Hosted by Ben Gilbert and David Rosenthal.

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Acquired Podcastからの議論

Economy

Robin Hanson on Prediction Markets, Gambling, and the Future of Forecasting

Theo Jaffee and Sophia Puccini speak with economist Robin Hanson about prediction markets, gambling, and why he believes speculative markets are one of the most powerful tools humans have for aggregating information and forecasting outcomes. The conversation begins with Minnesota’s recent law criminalizing prediction markets before expanding into the broader backlash surrounding platforms like Kalshi and Polymarket. Hanson explains his long-term vision for “decision markets,” where markets co...

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Technology

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

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Technology

Vitalik Buterin on Human Agency in the AI Era

Sophia Dew and Binji Pande speak with Vitalik Buterin about technology, human agency, and how the internet is changing the way people think, build, and relate to the world around them. Drawing from his writings and personal reflections, Buterin discusses how his worldview has evolved over the last decade, from creating Ethereum as a teenager to thinking more deeply about the social and philosophical implications of technology today. The conversation explores the idea of “sanctuary technology,...

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Technology

The Plan to Make American Crime Obsolete

David Ulevitch speaks with Col. Jeffrey Glover and Rahul Sidhu about how AI, drones, and sensor networks are reshaping public safety and what it takes to bring new technology into law enforcement at scale. As departments face staffing shortages, burnout, and rising complexity, they examine how the right tools can make officers more effective, safer, and better supported. The conversation covers how drone-as-first-responder programs are changing the speed and safety of emergency response, from...

United States
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Infrastructure

Rebuilding The American Shipyard

Erin Price-Wright speaks with Michael Duffey and Dino Mavrookas about what it will take to rebuild the American defense industrial base for a new era of competition. As production capacity becomes a central constraint, they outline how the system must shift toward speed, scale, and modern manufacturing. The conversation covers the role of autonomy in both defense systems and industrial processes, and how new approaches to design, labor, and production can dramatically reduce cost and complexi...

United States
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Technology

Marc Andreessen on AI, California, and the Future of America | Joe Rogan

Marc Andreessen joins Joe Rogan for a conversation on AI, politics, technology, and the future of American society. They discuss how artificial intelligence is rapidly moving from novelty to infrastructure, and why Andreessen believes its long-term impact will be overwhelmingly positive despite growing public fear around automation and surveillance. The conversation covers the explosion of AI coding tools, the emergence of “AI agents,” and how these systems are already reshaping software deve...

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Technology

How Superhuman Took Over Silicon Valley Email

Rahul Vorra 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

United States
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Technology

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 model...

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Geopolitics

Sarah Rogers: Free Speech, AI Diplomacy, and What America Owes Its Allies

Katherine Boyle speaks with Sarah Rogers, Under Secretary for Public Diplomacy, about the intersection of AI, free speech, and global information systems. They discuss how major technological shifts, from the printing press to the internet to AI, have reshaped communication and power, and why this moment may be even more consequential. Recorded at the a16z American Dynamism Summit, the conversation explores the role of public diplomacy in the digital age, the risks of censorship and overregul...

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Technology

Balaji and Taylor Lorenz on AI and Media

Theo Jaffee speaks with Balaji Srinivasan and Taylor Lorenz about how AI is reshaping media, trust, and online communication. Building on prior public disagreements between the two, the conversation revisits core tensions around media, technology, and power in a rapidly changing information environment. They discuss the breakdown of traditional information systems, the rise of AI-generated content, and why new models for verifying identity and truth may be necessary. The conversation lays out...

United States
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Technology

Workday’s Last Workday? AI and the Future of Enterprise Software

Elena Burger speaks with Joe Schmidt, partner on the enterprise team at a16z, about the future of enterprise software in the age of AI. Using Workday as a case study, they discuss why many of today’s most important enterprise systems feel broken, how platform shifts reshape entire categories, and what an AI-native replacement might look like. The conversation covers the limits of legacy SaaS, why “AI revenue” may be overstated, and how agents could fundamentally change how companies manage wo...

United States
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Healthcare

The Shift in Global Drug Development

Theo Jaffee and Gabriel Dickinson speak with Cremieux about China’s rapid rise to the top of global clinical trial output. They discuss the regulatory reforms that accelerated China’s progress, the surge in novel drug development, and what the US would need to change to stay competitive in biomedical innovation

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