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.
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valuations in the current 2021 market environment. (!!) Michael's work is maybe our most frequent carve out on Acquired, so we're pumped to finally have a chance to interview the man himself.
Standard Oil Part I
It's time. We dive into original American capitalist mega winner, Standard Oil, and its legendary founder John D. Rockefeller. This company and man almost defy characterization — Elon, Bezos, Gates, Buffett... they've got nothing on old John D. Not only was Rockefeller the wealthiest person in modern human history, his company wrote the blueprint for today's corporations and everything we now know about business and capitalism.
It's time. We dive into the unbelievable history behind the quietest technology giant of them all — and as of recording the world's 9th (!) most valuable company — the Taiwan Semiconductor Manufacturing Company. This story checks every box in the Acquired pantheon of greatness: China, America, MIT, Don Valentine, Silicon Valley, "real men" looking silly, and... moats literally built by lasers. We're not kidding. Pull up a seat and settle in for a great one!
Kevin Rose from Web 2.0 to Web3
We sit down with the one and only Kevin Rose to talk about his journey from pioneering Web 2.0 with Digg to leading the charge on Web3 and NFT + DeFi investing as a partner at True Ventures and his new show Modern Finance. This was an episode we’ve been wanting to do forever, and Kevin was truly a blast to hang out with. Tune in and then go check out everything he’s building now over at Modern Finance!
Andreessen Horowitz Part II
Alright, backstory's out of the way, and Acquired is rolling three hours deep on the venture firm that changed the game for everyone — a16z.
VC marketing? Check.
Platform services? Check.
Huge valuations and massive fund sizes? Check and check.
We dissect it all in glorious detail, right down to the famous office library (located next to the Rosewood on Sand Hill, natch). The story of modern venture capital starts here. Let's Go!!!
Andreessen Horowitz Part I
We kick off Season 9 with a classic: Part I of the a16z story. How did this brand new venture firm charge out of the gates in 2009, going from zero to disrupting the entire venture industry overnight? You probably know Marc & Ben's history with Netscape and Loudcloud/Opsware... but what about the Black Panthers, Nintendo 64, Al Gore, Doug Leone, Masayoshi Son, and an epic feud with Benchmark Capital that became Silicon Valley's version of the Hatfields and the McCoys? Buckle up, Acquired's got the truth.
One of the three best podcasts on Business and Technology out there
I listen to three podcast religiously - “Exponent” by Ben.T& James.A, “Internet History” by Ben.m, and “Acquired”. Not only did these guys do their research well and have very interesting things to say about business, technology, and the world, I gained so much much insight about my own work and how the world of business work and will evolve. Highly recommended! Louis Fan