Acquired
400K subscribers·93 episodes
The NFL (2026 Update)
4h 17mJan 27, 2026
How the NFL became America’s dominant, future-proof media business empire
10 Years of Acquired (with Michael Lewis)
2h 47mDec 15, 2025
Michael Lewis helps Acquired unpack its decade-long podcast success formula
Coca-Cola: The Complete History & Strategy
4h 4mNov 24, 2025
How Coca-Cola engineered a global brand-and-bottler system for dominance
Acquired Live at Radio City Music Hall (Presented by J.P. Morgan)
1h 59mNov 5, 2025
Acquired goes Broadway: CEOs on risk, media, and disruption
Trader Joe’s (Audio)
3h 28mOct 27, 2025
How Trader Joe’s built cult grocery success through constraints and storytelling
Google: The AI Company. Google is amazingly well-positioned... will they win in AI? (audio)
4h 6mOct 6, 2025
Google’s AI roots, breakthroughs, and the innovator’s dilemma today
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank
1h 6mJul 16, 2025
Jamie Dimon on building JPMorgan through risk, culture, acquisitions
Google: The Origin of Search. How the Best Business in Human History Happened (Audio)
3h 39mJun 30, 2025
How Google turned better search into history’s most profitable business
The Steve Ballmer Interview
2h 59mJun 2, 2025
Steve Ballmer on Microsoft’s luck, enterprise muscle, and missed waves
Epic Systems (MyChart)
3h 57mApr 21, 2025
Epic Systems built healthcare’s integrated software empire without VC money
Indian Premier League Cricket (Audio)
4h 28mMar 24, 2025
How the IPL engineered cricket into a global entertainment powerhouse
Rolex (Audio)
5h 0mFeb 24, 2025
How Rolex engineered modern luxury through paradox, precision, and scarcity
TSMC founder Morris Chang
2h 54mJan 27, 2025
Morris Chang on TSMC’s customer trust, nodes, and compounding scale
TSMC (Remastered)
2h 27mJan 21, 2025
TSMC’s unlikely rise to semiconductor foundry monopoly powering modern tech
Mars Inc. - The Chocolate Story (Audio)
3h 53mDec 16, 2024
Mars built global candy empire through scale, secrecy, and strategy
IKEA (Audio)
3h 22mNov 18, 2024
How IKEA engineered low-cost design, scale, and experiences for masses
Meta (Audio)
6h 22mOct 28, 2024
Meta’s rise: engineered network effects, relentless adaptation, platform ambitions, AI-...
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)
2h 26mSep 30, 2024
Acquired fills Chase Center with tech leaders and candid insights
The Mark Zuckerberg Interview
1h 27mSep 18, 2024
Zuckerberg on Meta’s evolution: AI glasses, open platforms, resilience strategy
Chase Center + Summer Update (Audio)
21mAug 8, 2024
Acquired’s summer update: Chase Center live show and growth surge
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio)
4h 51mJul 22, 2024
Microsoft’s Ballmer era: internet wars, antitrust shock, enterprise rise, cloud seed
Starbucks (with Howard Schultz)
3h 15mJun 4, 2024
Howard Schultz reveals Starbucks’ origin, growth engine, and current challenges
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio)
4h 23mApr 22, 2024
Microsoft’s PC-era origin story: BASIC, DOS, Windows, and dominance
Renaissance Technologies (Audio)
3h 10mMar 18, 2024
Renaissance Technologies’ secret quant playbook and unbeatable Medallion fund returns
Hermès (Audio)
4h 11mFeb 20, 2024
Hermès: craft-first luxury empire built on scarcity, whimsy, family control
Novo Nordisk (Ozempic)
3h 45mJan 22, 2024
Novo Nordisk’s century journey from insulin to Ozempic dominance
Holiday Special 2023 (Audio)
2h 26mDec 18, 2023
Acquired reflects on 2023 growth, episodes, interviews, and future plans
Visa (Audio)
3h 43mNov 27, 2023
Visa’s rise: bank consortium becomes global payments network juggernaut infrastructure
Charlie Munger (Audio)
1h 6mOct 30, 2023
Charlie Munger on Costco, investing discipline, and market dysfunction today
NVIDIA CEO Jensen Huang
1h 30mOct 16, 2023
Jensen Huang on NVIDIA’s bets, platforms, and AI’s future economy
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio)
2h 54mSep 6, 2023
How Nvidia’s data-center platform powered the generative AI boom
Costco (Audio)
3h 1mAug 21, 2023
Costco’s membership flywheel, disciplined trade-offs, and enduring retail execution model
Nike (Audio)
4h 3mJul 25, 2023
Nike’s rise: distribution hustle, athlete marketing, and scale flywheel dominance
Porsche (with Doug DeMuro)
3h 22mJun 27, 2023
Porsche’s engineered luxury: family drama, racing, SUVs, VW takeover saga
Uber CEO Dara Khosrowshahi
1h 37mJun 13, 2023
Dara Khosrowshahi on turning Uber into a disciplined platform company
Lockheed Martin (Audio)
3h 38mMay 30, 2023
Lockheed Martin’s Skunk Works, spy tech, and Silicon Valley’s origins
Spotify CEO Daniel Ek
1h 38mMay 18, 2023
Daniel Ek on Spotify’s growth, podcasts, audiobooks, and culture-building lessons
Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming
2h 15mApr 26, 2023
Gaming’s business models shape creativity, distribution, and enduring platform power.
Enron: From power to prison
19mApr 12, 2023
Enron’s reinvention: branding, trading innovation, and early seeds of fraud
Is This The End For Amazon, TSMC and META?
14mApr 9, 2023
Thompson’s take on Meta resilience, TSMC risk, and Amazon Day 2
The Aggregation Theory: What’s the Internet’s future?
9mApr 5, 2023
Ben Thompson on Aggregation Theory, books, Twitter, and internet centralization
Sessions: David Senra (Founders Podcast)
3h 20mMar 29, 2023
Three podcasters dissect founder biographies, leverage, craft, and durability lessons
PROVEN Strategies for Quality Content Creation
8mMar 26, 2023
Build durable content businesses through consistency, catalogs, and subscriptions econo...
Why Venture Capital is a Probabilistic Game
7mJan 15, 2023
Venture capital rewards optimistic forecasting through diversified, high-variance bets ...
The Apple Qualcomm Wars
10mDec 26, 2022
Qualcomm’s licensing model clashes with Apple and national security politics
Stratechery (with Ben Thompson)
1h 56mDec 6, 2022
How Stratechery pioneered subscription tech analysis and expands into podcasts
Enron
3h 32mNov 29, 2022
Enron’s rise and collapse: deregulation innovation, accounting fraud, fallout lessons
Crazy Story: Qualcomm Had to Sell Half Their Company to Their First Customer!
8mNov 17, 2022
Qualcomm’s lifeline deal: OmniTRACS funded CDMA’s eventual wireless breakthrough
Qualcomm
2h 27mNov 15, 2022
Qualcomm’s CDMA breakthrough: patents, chips, and wireless industry domination explained
Using Cash Flows and Moats to Evaluate Investments
5mNov 5, 2022
Using Cash Flows and Moats to Evaluate Investments
How AWS Became a Victim of Its Own Success
4mOct 29, 2022
AWS’s rare misstep: data warehousing and product sprawl challenges
This Was The First Venture Capital Firm to Have a Website
2mOct 24, 2022
This Was The First Venture Capital Firm to Have a Website
Benchmark Part II: The Dinner
1h 58mOct 17, 2022
Inside Benchmark’s no-agenda dinner: culture, focus, and commitment playbook
The Downfall of Webvan: Oasis to Smoking Crater
8mOct 11, 2022
The Downfall of Webvan: Oasis to Smoking Crater
Is Jeff Bezos the Best Investor of All Time?
4mOct 9, 2022
Is Jeff Bezos the Best Investor of All Time?
You Had to Know the Future to Beat John Doerr in the 1990's
6mOct 7, 2022
Why beating John Doerr required seeing Silicon Valley’s future early
ACQ Sessions: Jason Calacanis
2h 23mOct 4, 2022
Jason Calacanis on podcasting, venture, motivation, and San Francisco’s future
Benchmark Part I
3h 48mSep 28, 2022
Benchmark’s equal-partnership venture model, rise, stumbles, and renewals explained
Market Size UNCONSTRAINED!!! Why AWS is the Best Business of All Time
3mSep 18, 2022
Market Size UNCONSTRAINED!!! Why AWS is the Best Business of All Time
The Under-Discussed Database Market Gives SO MUCH POWER to AWS
4mSep 7, 2022
The Under-Discussed Database Market Gives SO MUCH POWER to AWS
Amazon Web Services
2h 49mSep 6, 2022
How AWS emerged from Amazon’s internal pain to dominate cloud computing
Howard Marks & Andrew Marks: Something of Value
1h 34mAug 30, 2022
Value vs growth investing: open-mindedness, judgment, and selling discipline discussed
From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez)
2h 1mAug 2, 2022
Anthony Gonzalez on crypto regulation, democracy, and American industrial renewal
The Playbook: Lessons from 200+ Company Stories
1h 7mJun 20, 2022
Acquired founders distill 12 enduring rules from 200 company stories
American Dynamism (with Katherine Boyle)
1h 22mJun 6, 2022
a16z’s American Dynamism thesis: rebuilding real-world industries with tech innovation
Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)
1h 11mMay 19, 2022
Zoom and Veeva CEOs reveal disciplined, product-first growth playbook
Arena Show Part II: Brooks Running (with CEO Jim Weber)
1h 10mMay 16, 2022
Brooks CEO Jim Weber on focus, turnaround, and durable moats
Arena Show Part I: Idea Dinner + YC Continuity
1h 33mMay 12, 2022
Acquired’s arena show: investment ideas, YC Continuity, sponsor spotlights live.
Nvidia: The Machine Learning Company (2006-2022)
2h 15mApr 20, 2022
Nvidia’s CUDA bet transformed a gaming chipmaker into AI platform
Platforms and Power (with Hamilton Helmer and Chenyi Shi)
1h 26mApr 6, 2022
How to analyze platform power beyond product-market fit flywheels
Nvidia: The GPU Company (1993-2006)
2h 4mMar 28, 2022
Nvidia’s scrappy early bets that turned graphics into computing power
Altimeter (with Brad Gerstner)
1h 53mMar 15, 2022
Altimeter’s lifecycle investing: founder-led hedge fund meets venture capital
SONY (75 years of electronics history in 3 hours)
3h 4mMar 7, 2022
Sony’s rise from postwar radio repairs to global entertainment conglomerate
Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt)
1h 4mFeb 22, 2022
How Super Pumped turns Uber’s rise into a cultural cautionary tale
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave)
1h 43mFeb 15, 2022
Brendan Eich on Brave, privacy economics, and browsers’ next era
Peloton - the entire history and strategy behind America's trendiest workout
2h 22mFeb 10, 2022
Peloton’s rise, pandemic whiplash, and Barry McCarthy turnaround blueprint
Taylor Swift (Acquired’s Version)
2h 39mJan 24, 2022
Taylor Swift’s business strategy, music rights battles, and industry power shift
CAA (with Michael Ovitz)
1h 57mDec 21, 2021
Michael Ovitz on how CAA reshaped Hollywood’s power structure
FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut)
1h 53mDec 15, 2021
FTX’s rapid rise: arbitrage roots, better risk engines, brand-building strategy
Not Boring (with Packy McCormick) - Extended Cut
3h 5mDec 3, 2021
Packy McCormick builds Not Boring into media-investing solo empire fast
Complexity Investing & Semiconductors with NZS Capital (Extended Cut)
1h 59mNov 3, 2021
NZS Capital explains complexity investing, resilience, optionality, and semiconductors ...
Standard Oil Part II (Extended Cut)
2h 44mOct 19, 2021
Rockefeller’s Standard Oil: philanthropy invention, antitrust showdown, breakup windfal...
The Legend Michael Mauboussin on Acquired!
1h 34mOct 5, 2021
Michael Mauboussin on expectations, moats, and decision-making in markets
Standard Oil Part 1
2h 36mSep 22, 2021
How Rockefeller built Standard Oil’s kerosene empire and monopoly machineryGet more from every podcast
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