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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, so excited to finally dive into every nook and cranny of this legendary company. And of course because we’re Acquired and this is Amazon, we couldn’t contain it all to just one episode… even a 4+ hour one! So today we focus on Amazon.com the retail business, and we’ll have another full episode on AWS coming soon. And because all great series are trilogies, to fully understand Amazon we highly recommend starting first with our previous episode on Walmart, which truly is the giant’s shoulder that Jeff Bezos stood upon. Let’s go!! https://www.youtube.com/watch?v=NSEdnld6i9A **Big News** We've got merch! Check it out at https://www.acquired.fm/store ! If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!): http://pod.link/acquiredlp Sponsors: Thank you to our presenting sponsor for all of Season 11, Fundrise! If you’re considering raising a growth round of capital in the next year, you should definitely explore raising some of it with the Fundrise Innovation Fund. Just email notvc@fundrise.com, and tell them Ben & David sent you. And if you’re an individual looking for exposure to private growth-stage technology companies, you can invest in the Innovation Fund here: https://bit.ly/acquiredfundriseinnovation Thank you as well to Pilot and NZS Capital: https://bit.ly/acquiredpilot22 https://bit.ly/acquirednzscomplexity You can register for the NZS Talkback here: https://us02web.zoom.us/meeting/register/tZctce6przwsG926Qzk8fvyO896thNHtyvZo Links: Jeff’s first public Amazon interview https://www.youtube.com/watch?v=rWRbTnE1PEM Our early-Acquired-days interview with Tom Alberg https://www.acquired.fm/episodes/episode-28-the-amazon-ipo-with-original-amazon-board-member-tom-alberg Episode sources: https://docs.google.com/document/d/12j-kx24Oc7O7puW523RbofM_CNxRBDpbmfkp38g7OVE/edit?usp=sharing Carve Outs: Rick Rubin on the Lex Fridman Podcast https://lexfridman.com/rick-rubin/ Ursula Le Guin https://www.amazon.com/Ursula-K.-Le-Guin/e/B000AQ2M2S%3F Dissect Season 2 on *My Beautiful Dark Twisted Fantasy* https://dissectpodcast.com/2017/08/01/dissect-is-back-with-season-2/ Elden Ring https://en.bandainamcoent.eu/elden-ring/elden-ring (again) 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.

David RosenthalhostBen Gilberthost
Aug 16, 20224h 24mWatch on YouTube ↗

Episode Details

EPISODE INFO

Released
August 16, 2022
Duration
4h 24m
Channel
Acquired
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

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, so excited to finally dive into every nook and cranny of this legendary company. And of course because we’re Acquired and this is Amazon, we couldn’t contain it all to just one episode… even a 4+ hour one! So today we focus on Amazon.com the retail business, and we’ll have another full episode on AWS coming soon. And because all great series are trilogies, to fully understand Amazon we highly recommend starting first with our previous episode on Walmart, which truly is the giant’s shoulder that Jeff Bezos stood upon. Let’s go!! https://www.youtube.com/watch?v=NSEdnld6i9A **Big News** We've got merch! Check it out at https://www.acquired.fm/store ! If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!): http://pod.link/acquiredlp Sponsors: Thank you to our presenting sponsor for all of Season 11, Fundrise! If you’re considering raising a growth round of capital in the next year, you should definitely explore raising some of it with the Fundrise Innovation Fund. Just email notvc@fundrise.com, and tell them Ben & David sent you. And if you’re an individual looking for exposure to private growth-stage technology companies, you can invest in the Innovation Fund here: https://bit.ly/acquiredfundriseinnovation Thank you as well to Pilot and NZS Capital: https://bit.ly/acquiredpilot22 https://bit.ly/acquirednzscomplexity You can register for the NZS Talkback here: https://us02web.zoom.us/meeting/register/tZctce6przwsG926Qzk8fvyO896thNHtyvZo Links: Jeff’s first public Amazon interview https://www.youtube.com/watch?v=rWRbTnE1PEM Our early-Acquired-days interview with Tom Alberg https://www.acquired.fm/episodes/episode-28-the-amazon-ipo-with-original-amazon-board-member-tom-alberg Episode sources: https://docs.google.com/document/d/12j-kx24Oc7O7puW523RbofM_CNxRBDpbmfkp38g7OVE/edit?usp=sharing Carve Outs: Rick Rubin on the Lex Fridman Podcast https://lexfridman.com/rick-rubin/ Ursula Le Guin https://www.amazon.com/Ursula-K.-Le-Guin/e/B000AQ2M2S%3F Dissect Season 2 on *My Beautiful Dark Twisted Fantasy* https://dissectpodcast.com/2017/08/01/dissect-is-back-with-season-2/ Elden Ring https://en.bandainamcoent.eu/elden-ring/elden-ring (again) 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.

SPEAKERS

  • David Rosenthal

    host
  • Ben Gilbert

    host

EPISODE SUMMARY

In this episode of Acquired, featuring David Rosenthal and Ben Gilbert, Amazon.com explores how Amazon won dot-com era: logistics, flywheel, bold bets, focus The hosts frame Amazon as the defining business story of the last 30 years, focusing on how it succeeded while many dot-com peers failed, and dedicate the episode to late Amazon board member Tom Alberg.

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