157 episodes

Every company has a story.

Learn the playbooks that built the world’s greatest companies — and how you can apply them as a founder, operator, or investor.

Acquired Ben Gilbert and David Rosenthal

    • Technology
    • 4.9 • 911 Ratings

Every company has a story.

Learn the playbooks that built the world’s greatest companies — and how you can apply them as a founder, operator, or investor.

    Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)

    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 grew to billions of dollars in revenue (and tens of billions in market cap) on very, very little capital invested. With the fundraising environment changing rapidly, we couldn’t think of a better topic to discuss or better sources of wisdom for founders, operators and investors all to learn from. Very special thanks to Jake Saper and our friends at Emergence Capital for inviting us and putting this conversation together at their 2022 CEO Summit!


    This episode has video! You can watch it on Spotify (right in the main podcast interface) or on YouTube.


    Links:
    Peter’s great Medium blog

    Sponsors:
    Thanks to the Solana Foundation for being our presenting sponsor for this special episode. Solana is the world’s most performant blockchain, the BEST place for developers to build Web3 applications, and of course very near & dear to the Acquired community’s heart. You get in touch with them here, and learn more about GenesysGo here. Just tell them them at Ben and David sent you!

    Thank you as well to Modern Treasury and to Mystery.

    ‍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.

    • 1 hr 11 min
    Arena Show Part II: Brooks Running (with CEO Jim Weber)

    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, deeply cashflow negative “also-ran” into one of the world’s premiere fitness brands and a crown jewel of the Berkshire Hathaway empire — with compounding revenue and cashflow growth that rivals even the legendary Mrs. See’s Candies!


    If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!).
    Links:
    Jim's book, "Running with Purpose" Sponsors:
    Thank you to our presenting sponsor for all of Season 10, Vanta! Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they’re like the “AWS of security and compliance”. Everyone in the Acquired community can get 10% off using this link.

    Thank you as well to Vouch and to SoftBank Latin America!

    ‍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.

    • 1 hr 10 min
    Arena Show Part I: Idea Dinner + YC Continuity

    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 with our best internet buddies, Packy McCormick and Mario Gabriele (and special guest judge Shu Nyatta), followed by the story of YC Continuity with managing partner Anu Hariharan. Huge, huge thank you to PitchBook for making this night possible. Stay tuned for Part II!


    If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!).


    Sponsors:
    Thank you to our presenting sponsor for all of Season 10, Vanta! Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they’re like the “AWS of security and compliance”. Everyone in the Acquired community can get 10% off using this link. Thank you as well to Vouch and to SoftBank Latin America!

    ‍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.

    • 1 hr 33 min
    Nvidia: The Machine Learning Company (2006-2022)

    Nvidia: 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 from the company’s gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. And then... a miracle happened. A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that’s happened in the decade since. Machines learned how to learn. And they learned it... on Nvidia.


    PSA: We’re doing an ARENA SHOW!! May 4th, 2022 in Seattle (Star Wars day). All proceeds go to charity. We’d love to see you there!


    If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!).


    Sponsors:
    Thank you to our presenting sponsor for all of Season 10, Vanta! Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they’re like the “AWS of security and compliance”. Everyone in the Acquired community can get 10% off using this link. Thank you as well to Vouch and to SoftBank Latin America!

    Links:
    Ben Thompson’s great Stratechery interview with Jensen Linus Tech Tips tests an Nvidia A100 Episode sources

    Carve Outs:
    The Expanse short story collection, Memory's Legion Sony RX100 point-and-shoot camera

    ‍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.

    • 2 hr 15 min
    Platforms and Power (with Hamilton Helmer and Chenyi Shi)

    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 Strategy Capital colleague Chenyi Shi — to discuss platform businesses, and how the Power framework applies to them. If you’re building, investing in, or just curious about the dynamics of platforms, this episode is a must-listen. We owe a huge thanks to Hamilton and Chenyi for sharing their work-in-progress insights on this very special category of companies. Tune in!


    This episode has video! You can watch it on Spotify (right in the main podcast interface) or on YouTube.


    Also -- JOIN US FOR THE ACQUIRED ARENA SHOW!!  
    May 4th, at 5 PM in Seattle! You can RSVP at https://acquired.fm/arenashow. Hope to see you there!
     
    Sponsors:
    Thanks to the Solana Foundation for being our presenting sponsor for this special episode. Solana is the world’s most performant blockchain, the BEST place for developers to build Web3 applications, and of course very near & dear to the Acquired community’s heart. You get in touch with them here, and learn more about Stake Pools here , and just tell them them at Ben and David sent you! Thank you as well to Modern Treasury and to Mystery.

    ‍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.

    • 1 hr 25 min
    Nvidia: The GPU Company (1993-2006)

    Nvidia: 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 personal — too many times to count, and he runs the 8th most valuable company in the world. Nope, he's not Elon Musk, he’s Jensen Huang — the most badass CEO in semiconductor history. Today we tell the first chapter of his and Nvidia’s incredible story. You’ll want to buckle up for this one!


    This episode has video! You can watch it on Spotify (right in the main podcast interface) or on YouTube.


    PSA: if you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!).


    Sponsors:
    Thank you to our presenting sponsor for all of Season 10, Vanta! Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they’re like the “AWS of security and compliance”. ️ Everyone in the Acquired community can get 10% off using this link: https://bit.ly/acquiredvanta Thank you as well to Vouch and to SoftBank Latin America. You can learn more about them at: https://bit.ly/acquired-vouch https://bit.ly/acquiredsoftbanklatam

    Links:
    Shoot to Kill: https://www.forbes.com/global/2008/0107/070.html?sh=261e2068d077 Episode sources: https://docs.google.com/document/d/1wt5jSpqjsRuYU00pq_ABWTM0iJ68hjMceF9XrreYPko/edit?usp=sharing

    Carve Outs:
    Starting Strength: https://startingstrength.com Elden Ring: https://en.bandainamcoent.eu/elden-ring/elden-ring

    ‍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.

    • 2 hr 3 min

Customer Reviews

4.9 out of 5
911 Ratings

911 Ratings

ParamPamPam123 ,

Great show!

Wonderful stories

qbartholowmue ,

One of the best!

This is one of the best business podcasts out there. The hosts really dig in and present the tale of growth and acquisitions (and IPOs and fundraising) in both an entertaining and insightful way.

NZEasy ,

Valuable

One of the most interesting podcasts out there. An MBA in every episode

Top Podcasts In Technology

Jason Calacanis
Lex Fridman
Jack Rhysider
PJ Vogt
NPR
Gimlet

You Might Also Like

Colossus
Harry Stebbings
Andreessen Horowitz
Ted Seides
Jason Calacanis
Village Global