183 avsnitt

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

    • Teknologi
    • 4,9 • 19 betyg

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.

    Nvidia: The Dawn of the AI Era

    Nvidia: The Dawn of the AI Era

    It’s a(nother) new era for Nvidia.
    We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). They forged incredible Power in the CUDA platform, and used it to triumph over seemingly insurmountable adversity — the stock market penalty-box.
    But, it turned out that was only the precursor to an even wilder journey. Over the past 18 months Nvidia has weathered one of the steepest stock crashes in history ($500B+ market cap wiped away peak-to-trough!). And, it has of course also experienced an even more fantastical rise — becoming the platform that’s powering the emergence of perhaps a new form of intelligence itself… and in the process becoming a trillion-dollar company.
    Today we tell another chapter in the amazing Nvidia saga: the dawn of the AI era. Tune in!
    Sponsors:
    Thanks to our fantastic partners, any member of the Acquired community can now get:


    Scalable, clean and low-cost cloud AI compute from Crusoe (and listen to our recent ACQ2 interview with CEO Chase Lochmiller)
    Your product growth powered by Statsig

    Free access to our episode research on Blinkist plus our favorite books on Ben & David’s Bookshelf

    More Acquired!:


    Get email updates with hints on next episode and follow-ups from recent episodes
    Join the Slack
    Subscribe to ACQ2

    Become an LP and support the show. Help us pick episodes, Zoom calls and more
    ACQ hats are back in stock in the ACQ Merch Store!
    Links:

    Asianometry on AI Hardware
    Episode sources
    Carve Outs:

    Alias
    Moana
    ‍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 tim. 53 min
    Costco

    Costco

    Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create incredible company value. For instance: Costco has the cheapest prices of any major retailer in America — and also the wealthiest customer base. They pay their hourly workers 30% above the industry norm (and give them excellent healthcare + 401k benefits) — and are almost 3x more profitable on labor than Walmart. Speaking of Walmart, Costco stocks 40x fewer SKUs than their Bentonville-based rivals — yet sells an average of 15x more volume of each. And oh yeah, practically all of Costco’s C-Suite started their careers as baggers and checkout clerks! Tune in for a mind-bending exploration of one of the world’s most iconic — and iconically unique — companies.
    Sponsors:
    Thanks to our fantastic partners, any member of the Acquired community can now get:

    Your product growth powered by Statsig

    Free access to our episode research on Blinkist plus our favorite books on Ben & David’s Bookshelf


    Scalable, clean and low-cost cloud AI compute from Crusoe (and listen to our recent ACQ2 interview with CEO Chase Lochmiller)
    More Acquired!:


    Get email updates with hints on next episode and follow-ups from recent episodes
    Join the Slack
    Subscribe to ACQ2

    Become an LP and support the show. Help us pick episodes, Zoom calls and more
    Links:

    The Science of Hitting
    Warren Buffett’s Costco joke
    Episode sources
    Carve Outs:

    Tifosi sunglasses
    Dwells “take off everything”
    Jeremy Giffon on Invest Like the Best
    Dogpatch
    David Lidsky’s great piece on Acquired in Fast Company
    ‍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.

    • 3 tim. 1 min.
    Nike

    Nike

    Nike — it’s perhaps the most iconic and most prolific brand of the modern era. On any given day, swooshes adorn the feet of more people on earth than any other footwear company — by a long shot.
    If you read Shoe Dog or watched Air, you may think you know its history. But Shoe Dog ends in 1980, and Air… well let’s just say it’s an enjoyable piece of fiction. And it turns out (as always) that the real story is filled with far more drama, twists and business lessons than either of those works.
    We’ve been wanting to cover Nike for a long time, and thanks to our LPs who voted to choose this episode it’s finally here. So lace up your Vaporflys, Air Maxes, Dunks or Jordans (or your Monarchs, hey we don’t judge), head out for a long run or walk and enjoy!
    Sponsors:
    Thanks to our fantastic partners, any member of the Acquired community can now get:

    Free access to Blinks of our episode research on Blinkist
    Scalable, clean and low-cost cloud AI compute from Crusoe

    All of your product growth powered by StatsigRegister for Statsig’s SF Event with Ben and David!

    More Acquired!:


    Get email updates (+ hints on the next episode topic)
    Join the Slack
    Subscribe to ACQ2

    Become an LP and support the show. Help us pick episodes, Zoom calls and more
    Links:
    Episode sourcesCarve Outs:

    Marc Andreessen on Lex Fridman and on Ben Thompson

    Speak Now (Taylor’s Version)
    ‍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.

    • 4 tim. 2 min
    Porsche (with Doug DeMuro)

    Porsche (with Doug DeMuro)

    Nobody’s perfect — including Porsche. Despite that phrase appearing in their famous 1983 magazine advertisement, they managed to get damn-close to the perfect luxury business (even Bernard Arnault would be jealous!). Porsche is both quality AND quantity, owning the most prestigious brand in its market, while at the same time churning out almost half a million mass-market soccer mom/dad SUVs per year. And like any good luxury brand, it’s packed with enough juicy family drama and creeping takeovers to fill a Netflix series.
    Yet, behind it all lies perhaps the darkest origin story we’ve ever told on Acquired. Not only was Porsche was started by Nazis, Adolf Hitler himself was deeply involved in its early fortunes. And, following WWII, the Allies simply looked past these facts and essentially bestowed a license to generate wealth on Porsche and its owners — setting the stage for them to become one of the top ~15 wealthiest families in the world today.
    Joining us to explore it all is perhaps the very most-qualified person in the person in the world: the one & only Doug DeMuro. Not only is Doug the largest independent car reviewer on YouTube with millions of subscribers (we’re HUGE fans), he previously worked at Porsche corporate and owns a legendary Porsche Carrera GT — which served as the recording backdrop for this episode. Make sure you tune in to watch the video version! :)
    ACQ2 Show + LP Program:

    Subscribe to the shiny new ACQ2!

    Become an LP and support the show. Help us pick episodes, Zoom calls and more.
    Sponsors:
    Thanks to our fantastic partners, any member of the Acquired community can now get:


    …in touch with Tiny! (just tell them Ben & David sent you)
    Vanta: a free trial + $1,000 off any compliance audit product
    Pilot: 20% off your company’s first six months of service
    Links:


    Doug’s YouTube channel (which we HIGHLY recommend)
    Cars & Bids
    Episode sources
    Carve Outs:

    ResortPass
    Seinfeld Cast Charlie Rose Interview Compilation
    WhistlinDiesel
    ‍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.

    • 3 tim. 22 min
    Uber CEO Dara Khosrowshahi

    Uber CEO Dara Khosrowshahi

    Uber CEO Dara Khosrowshahi dropped by the Acquired studio for an Eats delivery, so we broke out the cameras and asked him to hang out for a wide-ranging conversation. :) We talk about his 20 years working with Barry Diller, starting his career at Allen & Company, how the Uber CEO search process ACTUALLY went down… and oh yeah, the massive transformation that’s happened at Uber over the past few years. When Dara took over the company it was bleeding huge sums of cash, losing share to competitors and embroiled in one of the biggest corporate controversies in recent memory. Fast forward to today and it’s turned cashflow positive while also having tripled revenue to over $30B (on $120B in GMV) and solidified its rideshare dominance in the US. And in perhaps the biggest change, it’s done it all while staying out of the headlines. Tune in!
    ACQ2 Show + LP Program:

    Subscribe to our interview show, ACQ2!

    Become an LP and support the show. Help us pick episodes, Zoom calls and more.
    Sponsors:
    Thanks to our fantastic partners, any member of the Acquired community can now get:

    20% off Common Room’s Team plan for 2023
    Up to 10% off your first year of business insurance with Vouch
    A free trial of PitchBook + links to research reports!
    Links
    Ben & David on My First MillionNote: 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 tim. 37 min
    Lockheed Martin

    Lockheed Martin

    Today we bring you two absolutely incredible stories. The first is Lockheed’s legendary Skunk Works division — the elite team of aviation geniuses who produced some of the greatest airplanes in history: the U-2, the Stealth Fighter, and the incomparable SR-71 Blackbird. The second story is arguably even more important, but not widely known! It's the secret and true origins of Silicon Valley — and Lockheed’s primary role in it. We take you from WWII to the Cold War, all the way to today to unpack and analyze the industry dynamics of defense contractors in the modern era. Tune in and prepare to be blown away by what you’ll learn about the history of our industry!
    ACQ2 Show + LP Program:

    Subscribe to the shiny new ACQ2!

    Become an LP and support the show. Help us pick episodes, Zoom calls and more.
    Sponsors:
    Thanks to our fantastic partners, any member of the Acquired community can now get:

    Pilot: 20% off your company’s first six months of service
    Vanta: A free trial + $1,000 off any compliance audit product

    …in touch with Tiny! (just tell them Ben & David sent you)
    Links:

    Ben Rich’s Skunk Works
    Kelly’s 14 Rules of Skunk Works
    LMSC’s “Seven Tenets”
    Steve Blank’s Secret History of Silicon Valley
    Episode sources
    Carve Outs:

    Nier: Automata
    The Blackbird speed check story

    EGO Lawn Tools (just in time for Fathers’ Day!)
    ‍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.

    • 3 tim. 38 min

Kundrecensioner

4,9 av 5
19 betyg

19 betyg

Henrik Angelstig ,

I. LOVE. THIS. PODCAST!!!

If you have any interest in tech, business or entrepreneurship – this podcast is THE BEST! You, Ben and David, provide the most insightful perspectives on businesses and the latest tech trends that I’ve yet come across – and I love how you do it with humour too! It’s such a pleasure to listen to you guys. My world is made brighter thanks to the two of you! 😀🌟

MsCorporate ,

Great one

Really good for anyone interested in tech, IPOs and business strategy. Kudos to both for doing all the amazing research and keeping it interesting! Binge listen rightnow

Andreas Tyseng / Sweden ,

Absolutely love this podcast!

If you are in to mergers & acquistions and technology you are absolutely gonna love this podcast. Episodes are long and descriptive right down to the details and the research behind each and every episode is very impressive.

Mest populära podcaster inom Teknologi

Lex Fridman
Jack Rhysider
The New York Times
AI-podden
Jason Calacanis
Consid AB

Du kanske också gillar

Ben Gilbert and David Rosenthal
Colossus | Investing & Business Podcasts
David Senra
Colossus | Investing & Business Podcasts
Harry Stebbings
Jason Calacanis