Radio and PodcastRadio and PodcastLive Radio & Podcasts
Google Part III: The AI Company artwork
Technology

Google Part III: The AI Company

Acquired by Ben Gilbert and David Rosenthal

Oct 6, 2025244:23Technology

Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly...

About This Episode

Google Part III: The AI Company is an episode from Acquired by Ben Gilbert and David Rosenthal. Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI s...

Podcast

This episode belongs to Acquired.

Listen Online

Use the player on this page to stream the episode online.

Episode Details

Published Oct 6, 2025, 244:23 long, audio available.

Related Episodes

Continue listening to more episodes from Acquired.

Ferrari

Apr 13, 2026 - 239:20

Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just...

Formula 1

Mar 2, 2026 - 269:31

Formula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world c...

The NFL

Jan 27, 2026 - 257:18

The NFL is nearly synonymous with America today. Practically nothing is more quintessentially and univers...

Rolex

Jan 3, 2026 - 299:43

Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-100...

Costco

Jan 2, 2026 - 181:47

Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an...

Coca-Cola

Nov 24, 2025 - 244:28

Coca-Cola is… sugar water. And somehow it’s also America, Christmas, summertime, friendship and happiness...

Trader Joe’s

Oct 27, 2025 - 206:07

Trader Joe's breaks every rule of modern retail. They don't do e-commerce. They don't do delivery. No sal...