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Podcasts · Technology

Acquired

101 episodes · 20 with AI analysis

AI Intelligence · across all analyzed episodes

People · top 20

Companies · top 20

Topics · top 10

AR/VR glasses and mixed reality as next computing platform×2Meta's platform evolution and competitive positioningOn-device AI integration in consumer hardwareOpen vs. closed platform strategy and ideologyRapid iteration and shipping culture vs. polish-first approachFounder control structures and super-voting sharesMeta's political brand challenges post-2016Reality Labs investment thesis and timelineOpen-source strategy and ecosystem effectsLearning velocity as competitive advantage

Analyzed Episodes

Sep 18, 2024

The Mark Zuckerberg Interview

Meta's platform evolution and competitive positioningAR/VR glasses and mixed reality as next computing platformOn-device AI integration in consumer hardware

Sep 30, 2024

Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)

Founder control and super-voting share structuresAR/VR glasses and mixed reality as next computing platformAI integration in consumer products and on-device AI

Oct 28, 2024

Meta

Founder Control and Corporate GovernanceMobile Platform Monetization StrategyAI-Driven Feed Ranking and Personalization

Nov 18, 2024

IKEA

Flat-pack furniture design and manufacturingFoundation-based corporate ownership structuresSupply chain strategy and supplier relationships

Oct 27, 2025

Trader Joe’s

Retail business model innovation and counter-positioningPrivate label product strategy and differentiationSupply chain and inventory management optimization

Nov 24, 2025

Coca-Cola

Patent medicines and the birth of American advertising (1880s-1890s)Trademark protection and legal defense against copycat cola brandsBottling franchise system design and incentive alignment

Dec 16, 2024

Mars Inc. (the chocolate story)

Vertical integration and supply chain control in manufacturingScale economics and operational efficiency metrics (ROTA)Television advertising and consumer marketing innovation

Jan 21, 2025

TSMC (Remastered)

Semiconductor manufacturing and foundry business modelsCompetitive moats and process power in capital-intensive industriesHorizontal vs. vertical integration in technology value chains

Jan 27, 2025

TSMC Founder Morris Chang

Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development

Feb 24, 2025

Rolex

Rolex brand history and founding by Hans WilsdorfOyster case waterproofing technology and patent acquisitionPerpetual rotor self-winding mechanism innovation

Mar 24, 2025

Indian Premier League Cricket

Sports League Business Models and Competitive BalanceMedia Rights Valuation and Auction MechanismsEmerging Market Consumer Demographics and Advertising Growth

Apr 21, 2025

Epic Systems (MyChart)

Electronic Health Records (EHR) Market DominanceVertical Market Software StrategyHealthcare IT Regulatory Compliance (HIPAA, Meaningful Use, Cures Act)

Jun 2, 2025

The Steve Ballmer Interview

IBM PC and DOS licensing deal structureEnterprise software sales motion and licensing modelsWindows Server and Active Directory ecosystem integration

Jun 30, 2025

Google: The Origin of Search

PageRank Algorithm and Link-Based RankingCost-Per-Click Auction MechanismsSecond-Price Auction Economics

Jul 16, 2025

The Jamie Dimon Interview

Fortress Balance Sheet StrategyRisk Management and Stress TestingM&A Integration and Execution

Aug 26, 2025

Alphabet Inc.

Search Engine Monetization and Ad AuctionsWeb Application Development (Ajax, JavaScript, V8)Mobile Operating System Strategy and Distribution

Oct 1, 2025

Acquired Live at Radio City Music Hall (Presented by J.P. Morgan)

Podcast video distributionLive event productionCEO interviews

Oct 6, 2025

Google: The AI Company

Transformer Architecture and Its Impact on AIGoogle Brain vs. DeepMind Consolidation StrategySearch Monetization vs. AI Monetization Models

Mar 2, 2026

Formula 1

Sports league consolidation and power dynamicsMedia rights valuation and negotiation strategiesGlobal sports marketing and audience development

Dec 15, 2025

10 Years of Acquired (with Michael Lewis)

Podcast Production and Editorial ProcessLong-Form Audio Content StrategyFounder Partnership Dynamics