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Chase Center + Summer Update (Audio)

Summer greetings from Acquired! We figured this is a good excuse to update you all on the state of Acquired — after an incredible first half of the year (including WSJ’s profile of the show) we are taking the rest of the summer off to recharge, parent our young children, and prepare for the big night in September. We hope you’re having a great summer, and we’ll see you live in the fall! https://www.wsj.com/business/media/acquired-podcast-tech-business-history-strategy-90e73603 *Carve Outs:* - Thule Urban Glide 3: https://www.thule.com/en-us/strollers/jogging-strollers/thule-urban-glide-3-_-10101972 - Disney’s Aulani Resort: https://www.disneyaulani.com - Meller sunglasses: https://mellerbrand.com - Quarterback on Netflix: https://www.netflix.com/title/81482895 - Receiver on Netflix: https://www.netflix.com/title/81733809 *More Acquired:* - Get email updates https://www.acquired.fm/email and vote on future episodes! - Join the Slack http://acquired.fm/slack - Check out the latest swag in the ACQ Merch Store https://www.acquired.fm/store! _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._

Ben GilberthostDavid Rosenthalhost
Aug 8, 202421mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:24

    Summer check-in and the six-week episode pause to prep a mega live show

    Ben and David kick off with a light summer greeting and explain why they’re taking a break from releasing episodes. The “time off” is really a shift of effort toward a major live event in San Francisco.

    • Friendly summer catch-up and context for the mini update
    • First real break from publishing episodes after ~10 years
    • Hiatus framed as production focus rather than downtime
    • Set up: primary topic is the September live show
  2. 0:24 – 1:20

    Chase Center live show announcement: venue, partner, and Mark Zuckerberg on stage

    They reveal the scope of the September 10th event at the Chase Center, produced with J.P. Morgan Payments. Mark Zuckerberg will appear on stage, with additional surprises planned.

    • September 10th live show at the Warriors’ arena (Chase Center)
    • Partnership with J.P. Morgan Payments
    • Mark Zuckerberg confirmed as an on-stage guest
    • Promise of unannounced surprises and big production ambitions
  3. 1:20 – 2:04

    How to attend: tickets, URL, and the community ‘Omaha for tech’ vision

    They share the ticket link and explain they hadn’t yet promoted it on the podcast since tickets went live. The goal is a community celebration akin to Berkshire’s Omaha weekend—on the West Coast.

    • Ticket link: acquired.fm/sf
    • They’re correcting a promotion gap for podcast-only listeners
    • Event positioned as a community gathering/celebration
    • Vision: “Omaha for tech” feel in San Francisco
  4. 2:04 – 2:44

    Listener-led meetups and surrounding events: make your own plans

    Ben and David encourage listeners to organize meetups before and after the show, using the Slack for coordination. They stress the crowd is large enough that multiple venues and self-organized events will be necessary.

    • Listeners already organizing events around the show weekend
    • Slack will host announcements and coordination
    • Encouragement to plan dinners, happy hours, company meetups
    • Scale: thousands coming—community events can’t all fit in one place
  5. 2:44 – 3:21

    Ticket pricing and accessibility: $100 floor, $50 everywhere else (fees included)

    They lay out two all-in ticket tiers and emphasize affordability relative to typical Chase Center events. The intent is broad accessibility—this is a party for as many listeners as possible.

    • All-in pricing includes Ticketmaster fees
    • $100 floor seats (nearly sold out) and $50 for other seats
    • Claim: among the cheapest Chase Center ticketed events
    • Stated goal: maximize accessibility and turnout
  6. 3:21 – 3:55

    Behind the scenes: whirlwind months (new baby + WSJ feature)

    They pivot to a reflective update on recent life and show milestones. David shares the timing of his second daughter’s birth and how it coincided with the Wall Street Journal profile.

    • Personal milestone: David’s second daughter born late April
    • WSJ article landed shortly after, creating a ‘whirlwind’ period
    • They tee up a behind-the-scenes look at the show’s recent trajectory
  7. 3:55 – 6:07

    Wall Street Journal impact: #1 on Apple & Spotify and massive subscriber growth

    Ben explains how the WSJ piece became a step-change moment, pushing Acquired to the top of global podcast charts and keeping it there. They share concrete numbers to illustrate the magnitude of growth.

    • WSJ profile described as the best public encapsulation of Acquired today
    • Acquired hit #1 on both Spotify and Apple worldwide
    • Chart position created compounding discovery (‘staying power’)
    • 317k new followers since the article; prior base estimated ~500k
  8. 6:07 – 8:29

    Why this press moment worked: the right audience and breaking assumptions

    They discuss why the WSJ readership is uniquely aligned with Acquired and why they were surprised it translated into podcast subscriptions. The moment is framed as “lightning in a bottle.”

    • WSJ readers seen as thoughtful, business-oriented, and aligned with the show
    • They previously doubted cross-medium discovery (reading → subscribing) would work
    • Journalist Ben Cohen credited; feature ran in ‘Science of Success’ column
    • Welcome to new listeners joining via WSJ
  9. 8:29 – 10:08

    A growth philosophy lesson from their own show: outliers, idiosyncrasy, and unpredictability

    Ben and David connect the sudden growth spike to a core theme from Acquired episodes: extreme outliers are hard to predict or replicate. They argue you can’t reliably plan for singular breakthrough events—whether for companies or media.

    • Acquired episodes focus on exceptional, near-monopoly outcomes
    • Key takeaway: ‘Every great success story is idiosyncratic’
    • They note the decade-long smooth growth curve vs. sudden spike
    • They didn’t pitch the WSJ piece—underscoring unpredictability of PR
  10. 10:08 – 11:13

    Group ticket buys and company offsites: how to coordinate

    They share examples of companies attending together and even a teen birthday party idea. For larger groups, they provide an email to arrange ticket purchases through Chase Center support.

    • Stories: companies bringing teams; a 13-year-old birthday party at the show
    • Group ticket coordination via hello@acquired.fm
    • Companies using the event as an SF offsite anchor
    • They emphasize enthusiasm for hosting big groups
  11. 11:13 – 12:44

    Show structure update: main feed stays the deep-dive format; interviews move to ACQ2

    Ben clarifies the creative decision to preserve Acquired’s signature researched narrative format on the main feed. Interviews—unless they fit the deep-dive model or follow an episode—will primarily live on ACQ2.

    • Core identity: two-host, heavily researched, multi-hour narrative deep dives
    • Interview shows are great but distinct from Acquired’s main format
    • Exceptions: rare protagonists willing to spend hours in the deep-dive structure
    • ACQ2 becomes the home for standalone interviews
  12. 12:44 – 13:34

    What’s coming on ACQ2: semis deep dive, Joe Montana, and more CEOs

    They highlight recent and upcoming ACQ2 interviews to keep listeners engaged during the hiatus. Examples include semiconductor industry discussions and an episode with Joe Montana about his transition to venture capital.

    • Prior ACQ2 example: Synopsys founder + CEO on semiconductors today
    • Upcoming: interview with Joe Montana on athlete-to-investor transition
    • Tease: several public company CEOs lined up
    • ACQ2 recommended for those who want more content during the break
  13. 13:34 – 17:33

    Carve-outs: parent edition (running stroller) and Hawaii family vacation hack

    They shift into carve-outs with a ‘parent goods’ theme. Ben recommends a specific running stroller, while David recommends the Disney Aulani resort as a high-signal choice for vacations with very young kids.

    • Ben’s parent carve-out: Thule Urban Glide 3 running stroller
    • Discussion of running with an infant and practical constraints (SF hills)
    • David’s parent carve-out: Disney’s Aulani resort in Hawaii
    • Aulani praised as nailing the ‘young family relaxation’ Venn diagram
  14. 17:33 – 20:26

    Carve-outs: sunglasses find, Ray-Ban Meta nod, and Netflix NFL docuseries

    Ben recommends an affordable polarized sunglasses brand he discovered while traveling, and they briefly discuss brand ownership and David’s Ray-Ban Metas. David closes with summer viewing recommendations: Netflix’s Quarterback and Receiver series.

    • Ben’s carve-out: Meller sunglasses (polarized, strong lens quality for price)
    • Quick chat about EssilorLuxottica and brand consolidation
    • David mentions using Ray-Ban Metas, including on the Hawaii trip
    • David’s carve-out: Netflix’s Quarterback and Receiver; contrasts stakes by position
  15. 20:26 – 21:52

    Wrap: final push for tickets, Slack meetups, and thanks to J.P. Morgan Payments

    They close by reiterating the September 10th show details, encouraging meetup planning in Slack, and thanking J.P. Morgan Payments for extensive support. The episode ends with a final sign-off and a September rendezvous.

    • Call to action: acquired.fm/sf tickets and acquired.fm/slack meetups
    • Reminder: Mark Zuckerberg + other special guests
    • Gratitude to J.P. Morgan Payments for major production effort
    • Sign-off: see listeners in September

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