Acquired Podcast
@AcquiredFM
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Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them. Hosted by @gilbert and @djrosent .
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Joined October 2015
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In 1956 Warren Buffett retired at the age of 26 with a net worth of $175k (~$1.7m today).
Why did Buffet retire so early and how did he return to become the greatest investor of all time?
Time for a story👇
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Rest in peace Charlie. We're grateful that we got to spend a (very special) little bit of time with you.
Thank you for the wisdom and the memories. ❤️❤️
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Today: Charlie Munger, in his first longform podcast interview ever.
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New listeners often ask us what episode to start with.
Here are the top 10 by all-time downloads:
1. Amazon Pt 1
2. TSMC
3. AWS
4. Walmart
5. Berkshire Pt 1
6. Benchmark Pt 1
7. NVIDIA Pt 2
8. Enron
9. Ethereum
10. Sony
Runners up: T Swift, NVIDIA Pt 1, Peloton, Bitcoin.
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Founders today: "We'll be profitable eventually."
Bill Gates at IPO: "We have literally never had an unprofitable year."
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It will not surprise you that this dinner ran nearly 5 hours.
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What would it take to compete with NVIDIA at this point?
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Stopped by Nvidia HQ for a chat!
Episode drops tomorrow.
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The
@altcap
story of how they won Snowflake's Series C deal (at a mere $175m valuation!) is crazy.
"[We] wrote a bug report of the 10 bugs we found and sent it to the founders."
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"Beating the competition is relatively easy. But beating yourself is a never ending commitment."
(Nike, 1977)
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After growing Amazon into a trillion-dollar empire, Jeff Bezos is stepping down as CEO next week.
In Prime Day spirit, let's look back on what made Amazon so successful - as shared by Bezos himself.
We read every shareholder letter since 1997. Here's 1 key insight from each 🧵
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When you’ve been separated from your bestie for 15 months.
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Amazing how power laws dominate everyone's returns.
Even Charlie Munger.
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The highest-performing investment firm ever.
...and quite possibly the first use of machine learning in business history.
In your podcast players now:
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Altos Ventures is playing a different game than everyone else in VC.
And it’s working. They are “early stage investors” that owned 21% of Roblox at IPO!
We were lucky to have the the prolific
@honam
on for this special episode.
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Microsoft's cap table at IPO.
Bill, Paul, and Steve owned 84.7% (!) of the company.
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Very special Seattle-based weekend, for a very special Seattle-based cohost. 😀
(And some guy from SF showed up as a groomsman!)
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The episode you've all been waiting for... a day after his congressional hearings we sat down with the man, the myth, the legend
@SBF_FTX
.
Together with our good friend
@mariogabriele
we explore the story of Sam, Alameda and FTX.
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This is — by far — the greatest sentence anyone has ever uttered on Acquired.
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Tomorrow: our first healthcare episode ever.
𝘈𝘴𝘬 𝘺𝘰𝘶𝘳 𝘥𝘰𝘤𝘵𝘰𝘳 𝘪𝘧 𝘵𝘩𝘦 𝘈𝘤𝘲𝘶𝘪𝘳𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵® (𝘢𝘤𝘲𝘶𝘪𝘻𝘪𝘯𝘦 𝘢𝘶𝘥𝘪𝘰𝘱𝘦𝘱𝘵𝘪𝘥𝘦) 𝘪𝘴 𝘳𝘪𝘨𝘩𝘵 𝘧𝘰𝘳 𝘺𝘰𝘶.
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In your podcast players (and personal computers!) now:
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No episode this week.
Can't wait to tell the full story... in a decade or so. :)
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Now in your podcast players: our most luxurious episode ever. 🥂👝🕺
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He learns 3 lessons from this.
i) don’t fixate on the price you paid.
ii) don’t rush to grab a small profit. Stay focused on the big, long-term wins.
iii) you can’t control other people’s emotions. If you manage someone's money, don't let their emotions guide your decisions.
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The wait is over. Acquired returns with Part II of the Sequoia Capital story, joined by the very best person in the world to tell it -
@Sequoia
’s Global Managing Partner
@dougleone
.
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After 9+ hours of podcasting on Buffett, here are the final numbers:
If you invested $100 in the first year of the Buffett Partnerships in 1959, today you would have...
$26.2 MILLION dollars.
No memes, no exaggerations, that's the actual investment return.
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He invented Javascript. He was the Chief Architect of Netscape. And he was the CTO and CEO of Mozilla.
For his next chapter,
@BrendanEich
is taking on Big Tech with his most ambitious project yet:
@Brave
, a crypto-native privacy-focused browser for everyone.
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Today's episode:
- How this ambiguous Japanese conglomerate came to control $640m in "untraceable" bearer bonds
- Why they felt an on-site vault was a competitive advantage
- And how they managed supposed success… despite rampant drug use + unsavory exec behavior
We dive in.
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Launching tomorrow... The Idea Dinner.
@mariodgabriele
@packyM
@djrosent
@gilbert
We each bring:
1 wine
1 public market thesis
1 private market thesis
Listeners decide the winners.
Feb 24 at 830pm ET / 530pm PT.
Right here on
@TwitterSpaces
.
Be there or be $SQ.
@jack
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Had a guest drop by Acquired HQ last week.
Episode coming tomorrow! 🚗🍔
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The degree of consolidation in the defense industry is insane.
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This is the incredible story of
@nvidia
: a tale of misfits and survival.
From the brink of extinction to the 8th largest company in the world, it is a chronicle of outliers.
Today, we explore the origins of Nvidia and the invention of the GPU.
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"The value of every economic asset is 100% sensitive to interest rates."
- Warren Buffett
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Today’s episode has it all: from startup to tech superpower, an underdog founder and a good dose of geopolitics.
Sit back, grab some 🍿 and listen to the story of Morris Chang & TSMC, which also happens to be the 9th most valuable company in the world..
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Huge news. The LP Show (including every past episode) is now public. And free!
Get it while it's hot:
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Big IRL week running around NYC, SF, and LA.
The next month of episodes are going to be awesome :)
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You can’t spend an hour with
@FoundersPodcast
without coming away fired up to take over the world.
We spent three. LFG
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Thank you to
@AWilkinson
&
@MineSafety
for their help with our research and talking Berkshire with us over the years 🤝
This is a new format for us, so let us know what you thought!
If you enjoyed this, you might also like our podcast trilogy on BRK:
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That trip leaves a lasting impression on Warren, who decides that he’s going to be a millionaire by the age of 35.
For reference, $1M back then is ~$19M today.. As Warren describes it,
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For all the 80s and 90s kids, this one’s for you.
In your podcast player now! 🎮👾
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Well, I guess y'all like semiconductors.
Today had more downloads than any other day in Acquired history📈👀
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Just dropped 3.5 hours on the grandaddy of all corporate fraud in your podcast players.
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Come on, what's so complicated about the pharma value chain??
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Pretty mind-bending that Microsoft didn't pass IBM in revenue until 2015.
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Well, guess there’s a market for 8-hour Amazon histories. 😀
Welcome to all our new listeners!
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No explicit spoilers, but...
If you haven't listened to the LVMH episode, this week would be a great time 👀
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👀
Taped live at the
@Spotify
studio in Stockholm — dropping later this month!
Just wrapped a fun convo on a wide range of topics with
@gilbert
and
@djrosent
from
@AcquiredFM
. Can’t wait for you all to hear it on Spotify soon!
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Special episode! We turn the tables and interview
@patrick_oshag
.
Patrick takes us behind-the-scenes of
@InvestLikeBest
. We explore the evolving asset management business model, and all of his interconnected ventures: OSAM, Canvas, Positive Sum & ILTB.
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Acquired, if we were running magazine ads in the 70s.
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What an unbelievable night.
Words can't describe how much fun that was with all ~thousand folks who made it out.
We're so grateful to every single one of you who has been on this journey with us over the last 7 years.
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Unbelievable this was only 30 years ago.
People in 1993 react to credit cards being accepted at a Burger King
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The Peloton episode is officially our fastest ever to hit 50k unique downloads. (6 days) 🎉
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Not to spoil the next episode, but...
If you haven't listened to NVIDIA Part I and Part II, this weekend would be a great time 🙃
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After getting rejected from Harvard Business School, he sees in Columbia's catalog that there is a course taught by his heroes: Ben Graham and David Dodd.
He begs them to let him in, or as Warren describes the story...
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It turns out, there was *one* thing that could make the NFL even more dominant.
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The Amazon episode just hit 50k downloads after 3 days. First time that's ever happened!
Next closest was... the Walmart episode, which was ~40k :)
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Today, we had a first for Acquired: we scrapped an episode halfway through recording and started over.
It didn’t feel good to throw away half a day’s work.
But, it would have felt way worse if we shipped something we didn’t feel was great.
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We will cross 100k
@Spotify
followers this week.
Wild to see how fast they have become a major podcasting platform. We were at ~0 in 2019.
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The story of
@NVIDIA
is literally unbelievable.
Except it happened, so we have to believe it.
Building GPUs for gamers JUST so happened to perfectly position them for an even bigger market: machine learning.
Is Jensen lucky, or did he know the future? 🔮
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Tomorrow's episode has a shockingly large amount of discussion on the topic of ketchup.
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Our friend
@morganhousel
stopped by for an ACQ2 chat. Spoiler alert: it was great.
(Also, we gotta cover Vanguard at some point!)
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Q: "Charlie, if you started over with Warren today, and you were both 30 years old, would you build anything close to how successful Berkshire is today?
A: "The answer to that is no we wouldn't."
Here's why:
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He’s your favorite investor’s favorite investor.
@mjmauboussin
has done 🤯 research on luck, skill, base rates, valuation, persistence of performance… the list goes on.
He joins us to discuss how all of these apply to today’s “unprecedented” market.
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If you are great at something... but not best-in-the-world, how do you become successful? Here’s what Jim Simons did:
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