98 épisodes

ACQ2 is Ben and David's conversations with expert founders and investors. Acquired the stories of great companies — and ACQ2 dives deeper into the lessons we can learn from them, often with the protagonists themselves.

ACQ2 by Acquired Ben Gilbert and David Rosenthal

    • Affaires

ACQ2 is Ben and David's conversations with expert founders and investors. Acquired the stories of great companies — and ACQ2 dives deeper into the lessons we can learn from them, often with the protagonists themselves.

    The Scientific Journey Behind Ozempic (with Lotte Bjerre Knudsen, Novo Nordisk's Chief Scientific Advisor)

    The Scientific Journey Behind Ozempic (with Lotte Bjerre Knudsen, Novo Nordisk's Chief Scientific Advisor)

    On our Novo Nordisk episode, we covered the business of Ozempic, the GLP-1 taking the world by storm. On this episode, we dive into the science of the molecule semaglutide (and its predecessor liraglutide) with the world expert on the topic, Lotte Bjerre Knudsen. Lotte is Novo Nordisk’s Chief Scientific Advisor, and led the research group back in the early 1990s that first invented the molecule. A few topics from our conversation:
    The science behind what is happening in the body that causes weight loss while on OzempicWhat it was like in the 1990s and 2000s believing in a drug for a problem that the rest of the industry (including her own company) had written offHow weight loss was actually a goal from the very start — not just a side effect of diabetes medication like you often read today!
    Sponsors:
    Quartr

    • 1h
    Visa Follow-Up and Today’s Payments Ecosystem (with Gaurav Ahuja)

    Visa Follow-Up and Today’s Payments Ecosystem (with Gaurav Ahuja)

    We’re joined by Imprint cofounder and Thrive General Partner Gaurav Ahuja to dive deeper into the modern payments ecosystem and Visa’s current place within it. Gaurav was one of our research sources for the Visa episode, and we wanted to bring his insights to you all too. We discuss whether Visa really should be worried about eroding interchange fees, the impact of realtime payments systems, opportunities for startups and whether the Visa / Mastercard duopoly could really be overthrown. Tune in and enjoy!
    Links:
    https://www.federalreserve.gov/paymentsystems/files/Avg_IF_by_PCN.pdf
    Sponsors:
    Quartr

    • 1h 35 min
    Morgan Housel

    Morgan Housel

    We sit down with Morgan Housel, who is one of our very favorite authors and has also become a good friend of the show over the past few years. Morgan’s last book The Psychology of Money had a huge impact on both of our personal financial philosophies (and by extension Acquired’s!), and Morgan was kind enough to give us an advance copy of his new book launching tomorrow, Same as Ever. It’s equally as good, and maybe even more relevant in the current environment for thinking about what’s not going to change as we cycle through vastly different macro financial environments. Tune in and enjoy!
    Links:
    Morgan’s new book Same as EverThe Psychology of MoneyMorgan’s blog on Collaborative Fund and on TwitterMorgan’s new podcast!
    Sponsors:
    Quartr

    • 1h 38 min
    Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Episode Follow Up

    Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Episode Follow Up

    While preparing for our Porsche episode with Doug DeMuro, we had a lot more than Porsche to discuss… but the episode was already over 3 hours! We decided to save the rest for its own episode, released here on ACQ2. Doug helped us understand what’s going on with the car industry supply chain in 2023, the transition to electric vehicles, the car dealership business model, and how most consumer car purchase decisions really get made.
    We also got to talk with Doug about his business empire. In addition to his YouTube channel with ~5 million subscribers, Doug started a car marketplace called “Cars and Bids”. Earlier this year, Doug took a $37 million investment from The Chernin Group, and Doug walked us through that transaction and what it’s been like going from “indie creator” to a large and more professionalized organization. And of course, there’s some discussion on our Porsche episode together.
    Links:
    Cars and Bids!Doug on YouTube and Twitter
    Sponsors:
    Quartr

    • 1h 28 min
    Generative AI in Video and the Future of Storytelling (with Runway CEO Cristobal Valenzuela)

    Generative AI in Video and the Future of Storytelling (with Runway CEO Cristobal Valenzuela)

    We sit down with RunwayML’s CEO Cristobal Valenzuela to discuss the incredible tools they’re bringing to film and video creators (including last year’s Best Picture “Everything Everywhere All at Once” from A24), and the history + current state of the “visual” branch of generative AI. We cover how they’ve gone to market with both creators and enterprises, the potential for much more radical future use cases, and the company’s recent $141m strategic raise from Google, Nvidia + Salesforce and the context of the current AI fundraising landscape. Tune in!
    Links:
    RunwayFollow Cris on Twitter
    Sponsors:
    Quartr

    • 57 min
    Saving the Planet with Better AI Data Centers (with Crusoe CEO Chase Lochmiller)

    Saving the Planet with Better AI Data Centers (with Crusoe CEO Chase Lochmiller)

    We sit down with Crusoe Energy CEO Chase Lochmiller to talk about the two “hard to imagine” tasks they’ve undertaken: 1) building a new AI cloud infrastructure provider from scratch, and 2) colocating and powering it with stranded energy from some of the harshest and most remote locations on earth.
    Crusoe’s cloud of course has to compete with (and in many cases exceed) the price/performance curves of cloud incumbents like AWS, Azure and Google in processing AI workloads. And the way it does so is by building data centers literally on top of oil flares (and other wasted energy sources) that otherwise comprise multiple percentage points of annual global greenhouse gas emissions. In other words — methane that previously just got lit on fire is now powering your favorite AI startup’s training workloads!
    We cover what it actually takes to build and operate a public cloud, the latest Nvidia networking and server innovations and what they mean for GPU data centers, and how to set up a company to pursue something “hard” like this across the team, operations and capital raising fronts. Tune in!
    Links:
    Crusoe Energy and Crusoe CloudFollow Crusoe and Chase on Twitter
    Sponsors:
    Quartr

    • 1h 27 min

Classement des podcasts dans Affaires

Génération Do It Yourself
Matthieu Stefani | Orso Media
Émotions (au travail)
Louie Media
Sans Permission
Sans Permission - By Yomi & Oussama
La Martingale
Matthieu Stefani | Orso Media
L'Art de la Gestion Patrimoniale
Bonnet Doyen Conseil : Épargner, Investir, Entreprendre, Immobilier, Impôts
Le Podcast de Pauline Laigneau
Pauline Laigneau

D’autres se sont aussi abonnés à…

Invest Like the Best with Patrick O'Shaughnessy
Colossus | Investing & Business Podcasts
Business Breakdowns
Colossus | Investing & Business Podcasts
Founders
David Senra
Art of Investing
Colossus | Investing & Business Podcasts
a16z Podcast
Andreessen Horowitz
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Harry Stebbings