Acquired
Ben Gilbert and David Rosenthal
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Stratechery (with Ben Thompson)
Ben Thompson joins Acquired to discuss the business of Stratechery itself and celebrate 10 years (!) of the internet’s best strategy analysis destinat...
Enron
The FTX fraud has dominated headlines now for weeks, during which we’ve debated if and how Acquired could uniquely add to the conversation. Then we re...
Qualcomm
Qualcomm, or “Quality Communications” — despite being one of the largest technology companies in the world, few people know the absolutely amazing tec...
Benchmark Part II: The Dinner
We sit down with all five current Benchmark GPs for one of their legendary weekly dinners, during which we ask all of the unresolved burning questions...
ACQ Sessions: Jason Calacanis
We kick off ACQ Sessions with the-behind-the-scenes story of All-in, from the world’s greatest moderator himself Jason Calacanis. ACQ Sessions is our...
Benchmark Part I
Benchmark Capital. We tell the tale of the legendary equal partnership that accomplished something no other venture firm can claim: twice it has produ...
Amazon Web Services
So, how DID an online book retailer end up building the infrastructure layer that powers the entire internet? (Or at least 39% of it, per latest marke...
Howard Marks & Andrew Marks: Something of Value
We sit down with legendary investor Howard Marks of Oaktree Capital and his son Andrew who, while less-well-known, is also an incredibly accomplished...
Amazon.com
Amazon. No company has impacted the internet — and all of modern life — more than this one. We’ve waited seven years to do this episode, and are so, s...
From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez)
This episode is a first for Acquired: we’re joined by a sitting US Congressman (from Ben’s home state of Ohio!), Republican House Representative Antho...
Walmart
We kick off Season 11 with the incredible story of the retail “granddaddy of them all” Walmart, and its founder Sam Walton. Once you study Walmart, yo...
The Playbook: Lessons from 200+ Company Stories
When Patrick O'Shaughnessy and Brent Beshore asked us to give a talk at their incredible Capital Camp conference, we knew we had to bring something sp...
American Dynamism (with Katherine Boyle)
We sit down with a16z General Partner Katherine Boyle to discuss investing in “American Dynamism”, why it’s so important and why now is the right time...
Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)
We sit down with the CEO founders of two of the most capital efficient success stories of all time — Zoom and Veeva Systems — to understand how they g...
Arena Show Part II: Brooks Running (with CEO Jim Weber)
For the final act of the Arena Show, we’re joined by Brooks CEO Jim Weber to tell the amazing story of how he transformed the company from a 3rd tier,...
Arena Show Part I: Idea Dinner + YC Continuity
We did an Arena Show!! This evening was so big and so special, we had to split it into two episodes for the podcast feed. First up is the Idea Dinner...
Nvidia Part II: The Machine Learning Company (2006-2022)
By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash...
Platforms and Power (with Hamilton Helmer and Chenyi Shi)
We sit down once again with one of the world’s very best strategy thinkers, 7 Powers author Hamilton Helmer — this time joined by his impressive Strat...
Nvidia Part I: The GPU Company (1993-2006)
He wears signature leather jackets. He can bench press more than you. He makes cars that drive themselves. He’s cheated death — both corporate and per...
Altimeter (with Brad Gerstner)
We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approac...
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