Acquired

About this creator

Acquired is a long-form business podcast that breaks down the companies, acquisitions, and strategic decisions behind iconic businesses.

Why they're in the library

Included for clear, credible perspective as long-form business podcast that breaks down the companies, acquisitions, and strategic decisions behind iconic businesses.

Showing 168 digests for Acquired.

Founder interviews

Podcast

How Brendan Eich built the browser three times: Netscape, Firefox, and Brave

Acquired February 15, 2022


Founder interviews 10
Business models 7
Product-market fit 5
  • The third-party tracking problem was baked into the browser since 1994.
  • Brave pays users 70% of ad revenue — without ever seeing their data.
  • Chrome's dominance is structurally incompatible with genuine user privacy.

Case studies

Podcast

Peloton's rise, collapse, and the Barry McCarthy turnaround

Acquired February 10, 2022


Case studies 9
Business models 8
Unit economics 7
  • Peloton's pandemic boom masked fatal demand forecasting failures.
  • Raising bike price by $1,000 unlocked ultra-low churn and strong LTV.
  • Barry McCarthy — Netflix CFO, Spotify CFO — takes over as wartime CEO.

Business models

Podcast

How Taylor Swift rewired the music industry's power dynamics

Acquired January 23, 2022


Business models 9
Case studies 8
Negotiation 6
  • Artists earn ~$400 per million streams — a fraction of CD-era income
  • Taylor forced Apple to reverse its global artist-payout policy in 24 hours
  • Re-recording her catalog actively devalues $300M in masters held by a rival

Founder interviews

Podcast

How Michael Ovitz built CAA and reshaped Hollywood

Acquired December 21, 2021


Founder interviews 10
Business models 7
Pitching investors 5
  • Packaging complete film bundles gave talent unprecedented power over studios and earnings
  • Jurassic Park deal: Ovitz negotiated 50% participation for creatives versus studio ownership model
  • CAA's team-based approach and relentless communication system scaled representation to 45 of 50 top directors

Case studies

Podcast

How FTX built the fastest-growing crypto exchange in two years

Acquired December 15, 2021


Case studies 9
Competitive analysis 7
Hiring & recruitment 5
  • Incumbent exchanges were losing customer profits to broken liquidation engines weekly.
  • FTX launched by seeding its own liquidity via Alameda to solve the volume catch-22.
  • Brand deals are brand investment, not customer acquisition — a deliberate distinction.

Competitive analysis

Podcast

Seven Powers: A Framework for Competitive Advantage

Acquired December 8, 2021


Competitive analysis 10
Business models 6
  • Power requires both a benefit competitors lack and a barrier preventing imitation—most startups miss the second part
  • Seven specific sources of competitive advantage emerge only during market takeoff when strategies can still be established
  • Counter positioning lets new entrants win because incumbents cannot cannibalize their profitable existing business models

Founder interviews

Podcast

How Packy McCormick built Not Boring into a solo media and venture empire

Acquired December 3, 2021


Founder interviews 10
Business models 7
Bootstrapping 5
  • One person, no employees: how Not Boring runs a newsletter and venture fund simultaneously
  • Rejecting subscriptions and pioneering paid deep dives turned a media ghetto into a moat
  • Why joining a VC firm full-time would immediately destroy most of Packy's value

Case studies

Podcast

Standard Oil Part II: breakup, philanthropy, and Rockefeller's legacy

Acquired October 18, 2021


Case studies 10
Bootstrapping 6
Business models 5
  • The antitrust breakup made Rockefeller personally richer than before it happened.
  • Rockefeller and Frederick Gates invented modern institutional philanthropy from scratch.
  • Facebook buying Instagram mirrors Standard Oil's Cleveland Massacre almost exactly.

Competitive analysis

Podcast

Michael Mauboussin on moats, skill vs luck, and decision-making

Acquired October 5, 2021


Competitive analysis 9
Unit economics 7
Deep work & focus 5
  • As skill levels converge, luck explains more outcomes — even in investing.
  • Stock prices embed expectations; reverse-engineering them beats building your own model.
  • Intangible investment now dwarfs capex, making traditional accounting misleading.

Origin stories

Podcast

How Rockefeller built Standard Oil into America's first great monopoly

Acquired September 22, 2021


Origin stories 10
Business models 7
  • Rockefeller reached 90% market share without ever drilling a single well.
  • The trust structure invented here became the template for all modern corporations.
  • Secret railroad deals and pipeline ownership made Standard's monopoly legally untouchable for 21 years.

Origin stories

Podcast

How TSMC built an unassailable monopoly in semiconductor manufacturing

Acquired September 7, 2021


Origin stories 9
Business models 7
Competitive analysis 5
  • Founded at 56 with no equity, Morris Chang invented an industry that didn't yet exist
  • TSMC's flywheel turned cheap manufacturing into a monopoly no government can replicate
  • Every iPhone, Nvidia GPU, and AI chip depends on one company on a contested island

Founder interviews

Podcast

Kevin Rose: from Digg and Web 2.0 to crypto and NFTs

Acquired August 30, 2021


Founder interviews 9
Fundraising & VC 6
  • True believers always outperform investors who chase paradigm-shift trends.
  • Digg's real founding story — Wikipedia has it completely wrong.
  • How to tell a legitimate crypto project from a pump-and-dump.

Origin stories

Podcast

The Rise and Philosophy of Andreessen Horowitz

Acquired July 27, 2021


Origin stories 9
Fundraising & VC 6
  • How a16z pioneered the hands-on venture capital operating partnership model
  • From Opsware experience to reshaping expectations for founder support
  • Building the largest and most influential venture capital firm through founder advocacy

Origin stories

Podcast

Solana: building a high-speed censorship-resistant financial network

Acquired July 19, 2021


Origin stories 9
Business models 6
  • Proof of history gives validators a cryptographic clock, eliminating fork delays
  • 50,000 TPS today; hardware ceiling near 700,000 — Visa is already in the rearview
  • The goal isn't digital gold — it's a peer-to-peer network no one can censor

Origin stories

Podcast

Ethereum: how a teenager built the world computer

Acquired July 6, 2021


Origin stories 9
Competitive analysis 7
Business models 6
  • Bitcoin is a calculator; Ethereum is a programmable computer with money built in.
  • A $150M DAO hack forced a chain-splitting hard fork that redefined Ethereum's philosophy.
  • ICOs, DeFi, and NFTs each bootstrapped the network through chaos before going mainstream.

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