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Ben Gilbert and David Rosenthal · Business

ACQ2 by Acquired

ACQ2 is Ben and David's conversations with experts on topics related to Acquired. Acquired the stories of great companies — and ACQ2 dives deeper into the lessons we can learn from them, often with the protagonists themselves.

Episodes

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The Insane Productivity of Andrew Ross Sorkin

08 Dec 2025
1h 16m
AI processed

In this episode of Acquired, hosts Ben and David interview Andrew Ross Sorkin, New York Times DealBook founder, CNBC Squawk Box co-anchor, and author, to explore his prolific career and productivity secrets. They delve into the origins of DealBook, its early days as a pioneering business newsletter, and its evolution i...

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How to Live in Everyone Else's Future (with Shopify CEO Tobi Lütke)

18 Sep 2025
1h 49m
AI processed

In this episode of Acquired, Ben and David interview Shopify founder and CEO Toby Lutke about the platform shift presented by AI, the nature of software development, and the importance of founder-led companies. Toby shares his personal methods for evaluating AI models, his perspective on the rapid pace of technological...

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How is AI Different Than Other Technology Waves? (With Bret Taylor and Clay Bavor)

18 Aug 2025
1h 14m
AI processed

In this episode of Acquired, hosts Ben and David interview Bret Taylor and Clay Bavor, co-founders of Sierra, about the transformative potential of AI, its impact on business models, and the future of customer interaction. The conversation explores whether AI is a revolutionary force or simply advanced software, delvin...

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Building the Savannah Bananas (with Jesse Cole, Founder and Owner)

16 Jun 2025
1h 15m
AI processed

In this episode of the Acquired podcast, Jesse Cole, owner of the Savannah Bananas, discusses the origins and evolution of Banana Ball. He recounts his early struggles as a minor league team general manager, his focus on entertainment over traditional baseball, and the pivotal decision to rebrand as the Savannah Banana...

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Undoing a $5 Billion Acquisition and Building a Durable Standalone Plaid (with Plaid CEO Zach Perret)

27 May 2025
1h 1m
AI processed

In this episode of the Acquired podcast, hosts David Rosenthal and guest host interview Zach Perret, the CEO of Plaid, about the company's journey, including a failed acquisition by Visa, subsequent fundraising rounds, and the evolution of Plaid's business model. Zach discusses the emotional impact of the acquisition's...

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The Art of Selling Enterprise Software (with ServiceNow CEO Bill McDermott)

10 Mar 2025
57m
AI processed

This podcast interviews Bill McDermott, CEO of ServiceNow, focusing on his career journey and insights into enterprise sales and brand building. The conversation starts with his early career at Xerox, detailing his rise from salesperson to executive, emphasizing the importance of direct engagement and understanding cu...

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Building Web Apps with Just English and AI (with Vercel CEO Guillermo Rauch)

18 Feb 2025
55m
AI processed

This podcast episode interviews Guillermo Rauch, CEO of Vercel, a platform for building and deploying web applications. The conversation traces Vercel's origin from a personal project in 2015, focusing on the creation of Next.js, a popular React framework, and the development of Vercel's infrastructure. Rauch discuss...

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How ARM Became The World’s Default Chip Architecture (with ARM CEO Rene Haas)

02 Dec 2024
1h 14m
AI processed

In this episode of Acquired, host interviews Rene Haas, the CEO of ARM Holdings. They delve into ARM's fascinating history and its stronghold in the CPU market, which began with a focus on low-power applications. The conversation highlights ARM's innovative licensing model that has led to its widespread use in everythi...

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Why Duolingo Worked (with Luis von Ahn, CEO)

11 Nov 2024
1h 3m
AI processed

In this episode of the Acquired podcast, Luis von Ahn, the co-founder and CEO of Duolingo, shares insights about the language-learning app that boasts over 100 million monthly active users. He attributes Duolingo's remarkable success to its emphasis on user motivation, achieved through gamification elements like short ...

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Building the Open Source AI Revolution (with Hugging Face CEO, Clem Delangue)

14 Oct 2024
1h 8m
AI processed

In this podcast episode, Clem Delangue, co-founder of Hugging Face, shares the remarkable evolution of the platform from a simple emoji chatbot to a prominent open-source AI ecosystem. He emphasizes the importance of community-driven development, explores the pros and cons of open-source versus closed-source AI, and sh...

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Joe Montana Interview Live from Modern Treasury Transfer

20 Aug 2024
47m
AI processed

This podcast episode highlights Joe Montana's remarkable transition from being a celebrated NFL quarterback to a successful venture capitalist, showcasing his unique perspectives on leadership and team dynamics. Through discussions about team building inspired by Bill Walsh, the challenges of the NFL draft, and the cer...

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Building a Disruptive Payments Company (with Klarna CEO Sebastian Siemiatkowski)

24 Jun 2024
1h 17m
AI processed

This podcast episode delves into the payments landscape and features Sebastian Siemiatkowski, co-founder and CEO of Klarna. It explores the founding insight behind Klarna and how it quickly gained traction by providing a buy-now-pay-later option for online purchases. The episode highlights Klarna's unique position in t...

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The Space Industry in 2024, and How to Build a Satellite Company

24 May 2024
1h 19m
AI processed

This podcast episode explores the evolving space ecosystem, highlighting the impact of new space companies and the advancements in technology. The conversation covers the different orbits for satellite usage, the rise of new space companies like SpaceX, and the unique value proposition of Starfish Space in extending th...

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The Software Behind Silicon (with Synopsys Founder Aart de Geus and CEO Sassine Ghazi)

06 May 2024
1h 16m
AI processed

This podcast episode explores the evolution of chip design and the role of Synopsys, an $80 billion company that provides software for chip designers. The episode discusses the origins of Synopsys and its specialization in gate arrays, as well as the importance of electronic design automation (EDA) software in enabling...

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The Scientific Journey Behind Ozempic (with Lotte Bjerre Knudsen, Novo Nordisk's Chief Scientific Advisor)

06 Mar 2024
1h 0m
AI processed

This podcast episode explores the discovery and development of GLP-1-based drugs, with a focus on the work of Novo Nordisk. Lotte Bjerre Knudsen, Chief Scientific Advisor of Novo Nordisk, shares her insights on the scientific journey behind the development of these drugs for the treatment of diabetes and obesity. The e...

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Visa Follow-Up and Today’s Payments Ecosystem (with Gaurav Ahuja)

03 Dec 2023
1h 35m
AI processed

This podcast episode delves into the various aspects of the credit card industry and fintech, covering topics such as Visa's strategies, co-branded credit cards, interchange and merchant discount rates, the rise of vertical-specific payment networks, and the potential impact of emerging real-time payment networks.

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Morgan Housel

06 Nov 2023
1h 38m
AI processed

From investment analyst and writer to thought leader in the finance industry, Morgan Housel's unconventional storytelling style resonates with a broad audience, challenging conventional wisdom and offering a fresh perspective on investing, personal finance, and human behavior.

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Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Episode Follow Up

18 Sep 2023
1h 30m
AI processed

The podcast episode revolves around how creators with a strong personal brand are capitalizing on their popularity to launch their own successful businesses, using examples like Doug DeMuro's Cars and Bids marketplace and Mr. Beast's Feastables brand. The discussion highlights the importance of diversifying revenue str...

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Generative AI in Video and the Future of Storytelling (with Runway CEO Cristobal Valenzuela)

30 Aug 2023
1h 0m
AI processed

This podcast episode delves into the realm of video generation AI, highlighting its potential to revolutionize video creation by allowing users to create videos from text, images, or existing videos. The episode also explores the technical complexities of these generative models, the innovative applications they enable...

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Saving the Planet with Better AI Data Centers (with Crusoe CEO Chase Lochmiller)

14 Aug 2023
1h 29m
AI processed

This podcast explores Crusoe Energy's sustainable energy initiatives, particularly its focus on addressing climate impact and energy efficiency in data center operations. The episode discusses the company's efforts to eliminate flaring, a common practice in the oil industry that releases potent greenhouse gases, by uti...

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