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ACQ2 by Acquired

Ben Gilbert and David Rosenthal

ACQ2 by Acquired

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ACQ2 by Acquired

Ben Gilbert and David Rosenthal

ACQ2 by Acquired

Episodes
ACQ2 by Acquired

Ben Gilbert and David Rosenthal

ACQ2 by Acquired

Good podcast? Give it some love!
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Episodes of ACQ2 by Acquired

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The space industry is one of the most fascinating areas of technology in 2024. The reduction in launch costs and proliferation of satellites make all kinds of new businesses possible. Today we are joined by Austin Link, the co-founder and CEO o
If you’ve been waiting for us to venture back to the land of semiconductors, you’re in luck! On our NVIDIA and TSMC episodes, we explored two components of the silicon value chain: the fabless chip companies that design chips and the foundries
On our Novo Nordisk episode, we covered the business of Ozempic, the GLP-1 taking the world by storm. On this episode, we dive into the science of the molecule semaglutide (and its predecessor liraglutide) with the world expert on the topic, Lo
We’re joined by Imprint cofounder and Thrive General Partner Gaurav Ahuja to dive deeper into the modern payments ecosystem and Visa’s current place within it. Gaurav was one of our research sources for the Visa episode, and we wanted to bring
We sit down with Morgan Housel, who is one of our very favorite authors and has also become a good friend of the show over the past few years. Morgan’s last book The Psychology of Money had a huge impact on both of our personal financial philos
While preparing for our Porsche episode with Doug DeMuro, we had a lot more than Porsche to discuss… but the episode was already over 3 hours! We decided to save the rest for its own episode, released here on ACQ2. Doug helped us understand wha
We sit down with RunwayML’s CEO Cristobal Valenzuela to discuss the incredible tools they’re bringing to film and video creators (including last year’s Best Picture “Everything Everywhere All at Once” from A24), and the history + current state
We sit down with Crusoe Energy CEO Chase Lochmiller to talk about the two “hard to imagine” tasks they’ve undertaken: 1) building a new AI cloud infrastructure provider from scratch, and 2) colocating and powering it with stranded energy from s
Every now and then, we come across super interesting and under-the-radar (at least to us!) public markets folks like NZS Capital who make us think differently about the art of investing. TDM is another one of those groups — founded 18 years ago
How do you build defensible business value in an era when, as AngelList CEO Avlok Kohli said on our last ACQ2 episode, the “cost of intelligence is going to zero”? Longtime friend of the show Jake Saper and his partners at Emergence Capital hav
Since joining AngelList as CEO in 2019, Avlok Kohli has presided over perhaps the most unexpected and astounding transformation in the venture ecosystem: taking AngelList from an SPV provider to a company that is quickly becoming the software p
David Hsu has one of the most interesting founders journeys in tech today. After growing up in Silicon Valley, he left to study both philosophy and computer science at Oxford in the UK, then returned immediately afterward to found an internal e
Ben and David joined Sam and Shaan of "My First Million" to talk about scaling to a large podcast, the company they would like to own, the CEO's you don't want to compete against, and the 100+ year history of Nintendo. If you liked this and wan
On our AWS episode, we talked briefly about the next chapter of cloud: data warehouses. But what makes them so powerful? Why do enterprises rely on them? And how will cloud customers collaborate on data stored in multiple clouds?We sit down wit
Statsig CEO and former Facebook VP Vijaye Raji joins us to discuss democratizing the tools of big tech. Before starting Statsig, Vijaye spent 10 years at Facebook where he led the development of their mobile ad product (yes — THAT mobile ad pro
We sit down with Altimeter Capital’s head of Capital Formation Meghan Reynolds (who previously was TPG’s global co-head of Capital Formation for 10 years) to talk about everything that goes into the LP - GP relationship at venture funds. We cov
The Acquired community's own Austin Federa joins us for a 101 primer on how to self-custody your crypto assets, and why it’s the only truly safe way to hold them. Given all the current turmoil (and fraud) in crypto-land, we were thinking “how c
We had the rare opportunity to interview Jay Hoag, cofounder of the first tech crossover investing firm, TCV, at TCV’s Engage Summit in Half Moon Bay earlier this fall. Jay and Rick Kimball started TCV back in 1995 and have been part of the pri
We sit down with Brian O’Malley of Forerunner Ventures to talk about where in the cycle we are right now for consumer investing. We touch on the macro environment (obviously!), but also how to navigate between and around the current generation
The CEO of Mutiny, Jaleh Rezaei, joins us to talk about the playbook to profitably grow a B2B company — something particularly useful for founders in 2022! Jaleh was Gusto’s first head of marketing (and before that worked at VMware and Sequoia)
Kindergarten Ventures LP (and fellow podcast host over at Unlimited Partners) Thomas McGannon interviews David about Kindergarten’s investment thesis for their recent large investment in Vanta. Along the way they discuss KV’s overall strategy,
We sit down with Kettle cofounder — and David’s Kindergarten Ventures partner — Nat Manning to discuss the fascinating world of reinsurance, risk and climate. We couldn’t think of a better and more appropriate conversation to have on the LP Sho
 We sit down with long (long!) time-acquired community member Austin Federa to discuss the current state of crypto and Web3. By day Austin is the head of marketing & communications at the Solana Foundation, where he was one of the earliest empl
What does a $200 million+ acquisition look like up close? How much time, focus, and communication happens between the first conversation and closing the deal? And when do the CEOs of each company just need to use the "red phone" and have a dire
David is the first guest on a new podcast, Unlimited Partners! This is a wide-ranging interview where upon listening, even Ben learned some new things about David :)Unlimited Partners is hosted by long-time friend of the Acquired community, Tho
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