Acquired

The Zoom IPO (with Santi Subotovsky)

The Electronic Arts IPO (with Trip Hawkins)

The Uber IPO

The Pinterest IPO

The Lyft IPO

Instagram Revisited (with Emily White)

Special: Spotify + Gimlet/Anchor Quick Take + Worldwide Meetup Details!

Spotify’s acquisition of Gimlet Media and Anchor signals a fundamental shift in the podcasting industry, moving it from an uninvestable category toward a model driven by high-fixed-cost content production. Unlike competitors, Spotify leverages a subscription-based business model that allows it to amortize content costs...

ARM & SoftBank

ESPN

Tencent

This podcast episode provides an overview of Tencent, a Chinese multinational investment holding conglomerate that is the world's largest gaming company and rivals Facebook as the largest social networking company. It explores the growth and impact of Tencent, its role as a juggernaut in the technology sector, and its ...

Netflix (Part 2)

Netflix (Part 1)

Venmo (live with Andrew Kortina)

Behance (with Scott Belsky)

Alibaba

This podcast episode provides a comprehensive overview of the history and development of Alibaba, one of China's largest tech companies. It explores the early years of Jack Ma, the founder of Alibaba, and his journey from an English teacher to an e-commerce pioneer. The episode highlights the challenges faced by Alibab...

Recode (with Kara Swisher)

The Sonos IPO

The Xiaomi IPO

This podcast episode explores the journey and success of Xiaomi, a prominent Chinese technology company. The conversation highlights Xiaomi's core identity as a technology company and its positioning in the Chinese market. It also discusses the challenges faced by Xiaomi, its innovative approach to product development,...

Tesla

In this episode of Acquired, Ben Gilbert and David Rosenthal delve into the history, facts, and future prospects of Tesla, starting with Elon Musk's early career and the company's founding, and going through its IPO. They discuss Tesla's early struggles, key figures like Martin Eberhard and J.B. Straubel, and the pivot...

The Rover-DogVacay Merger (with Rover CEO Aaron Easterly)