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ACQ2 by Acquired

Latest episodes

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Apr 8, 2022 • 34min

Reverse Interview: Ben and David at Vanta

We dropped by Vanta's all-hands in SF a few weeks ago for Christina to interview us for a change! We decided to turn the mics on and record it as an ACQ2 episode.We discussed lessons learned from building Acquired, the shape of the show's growth trajectory, how we think about the business, and dive into our own origin story.Sponsors:Vanta
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Mar 23, 2022 • 1h 2min

Composer (with CEO Benjamin Rollert)

We sit down with Composer CEO Benjamin Rollert to talk about bringing serious financial firepower to the people, wallstreetbets-style. Composer opens up to anyone the same level (or better) of tools that top quantitative hedge funds hire armies of PhDs and computer scientists to build internally. We have a blast discussing how he came at this space as a total outsider, and why Gamestop may prove to be the "iPhone moment" for Composer and all high-powered consumer financial tools. And oh yeah, he also worked with Packy and Composer was the first Not Boring portfolio company. :) Tune in! Sponsors:VantaNote: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
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Mar 10, 2022 • 54min

TradFi vs. Crypto, Explaining BNPL, and What's Next in Fintech (with Bain Capital Ventures' Christina Melas-Kyriazi)

We sit down with Bain Capital Ventures' newest fintech Partner Christina Melas-Kyriazi to talk about everything happening right now in fintech, and the experience of helping build Affirm and the BNPL space from crazy idea to massive consumer finance category. Anyone interested in the history and future of fintech will love this one. Tune in!  ‍Sponsors:VantaNote: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
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Feb 18, 2022 • 1h 7min

Ben and David on "Capital Allocators"

In late 2021, Ben and David were guests on Ted Seides' podcast, "Capital Allocators". The episode kicked off Ted's "Venture is Eating the Investment World" mini-series. From Ted:David Rosenthal and Ben Gilbert are venture capitalists and hosts of the Acquired podcast. Acquired is one of my favorite shows. In it, David and Ben tell stories of great companies in technology with thorough research and a fun, engaging style.Our conversation kicks off the mini-series with their respective backgrounds in venture, the creation of Acquired, and their research process for show. We then dive into the origins of the cottage venture capital industry, inflection point after the tech bubble, rise of an abundance of capital, firms investing across stages, the competitive response of others, the mass introduction of angel investors, businesses staying private for longer, and the potential for crypto to change the game once more.You can see more about the show here: https://capitalallocators.com/podcast/acquiring-an-industry/Sponsors:Vanta Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
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Feb 17, 2022 • 1h 9min

10-K Diver: Building a Top Fintwit Account and Teaching Finance Principles to Everyone (Pseudonymously!)

Get a cup of coffee. We sit down with the voice of one of our favorite Twitter accounts, 10-K Diver, to talk about his journey building one of the most widely followed (and respected!) fintwit accounts out there. We had a blast and — of course — learned a ton from one of the greats!!You can get this episode in your favorite podcast player here!Sponsors:Vanta
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Feb 4, 2022 • 1h 13min

NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

Back by popular “Acquired demand” (plus we really wanted to have this conversation for our own edification!!), friends of the pod NZS Capital return to talk about what’s going with the current market gyrations, and for a much-needed refresher on how to invest when — surprise — knowing the future is still an impossible task. As always we left this conversation with renewed appreciation for the NZS approach and the utility of their resiliency + optionality mental model. This is not one to miss! Sponsors:Vanta\
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Jan 27, 2022 • 1h 34min

Race Capital, Crypto Investing, and FTX + Solana’s Early Days

It has been dubbed "one of the best venture investments of all time" by Packy McCormick, generating over a 4000X return in 3-and-a-half years. Today, we are talking with Chris McCann and Edith Yeung, the earliest investors in Solana, and partners at Race Capital. They also unbelievably were the earliest investors in FTX and started Race Capital in the midst of crypto winter!On this episode, we talk with Edith and Chris about the stories behind both of those investments and their views on what's next in crypto from their vantage point in the center of the ecosystem.Links:- The Generalist's FTX piece with Race Capital's Public Investment Memo-  Picture: Chris and Edith with Jihan Wu, Founder of Bitmain-  Picture: Edith with Anatoly (Solana founder) and Min Kim (ICON co-founder)Sponsors:Vanta
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Jan 6, 2022 • 1h 12min

Italic & a New Era of Online Retail

We sit down with Jeremy Cai, the CEO of new retail pioneer Italic, for a fascinating discussion of how they're upending the traditional manufacturer-brand-retailer model by taking the opposite approach of earlier DTC startups. Rather than elevating brand and cutting out retail, Italic cuts out the brand and lets the actual manufacturers (who you've never heard of but who make most of the actual products that J. Crew, Everlane, etc sell) market and sell direct to customers. Sponsors:Vanta
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Jan 2, 2022 • 1h 46min

2021 Recap: Acquired x Not Boring x The Generalist

Originally broadcast live on New Years Eve: we raise a glass (of coffee haha) and recap 2021 with our besties Mario Gabriele from the Generalist and Packy McCormick from Not Boring. Thank you for making 2021 an incredible year for all of us at ACQ, NB + TG, and may 2022 be filled with great things and grand adventures for us all!Sponsors:Vanta
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Dec 30, 2021 • 20min

Mission-Driven Founders, Global Investing, and Canva (with Wesley Chan)

Last month, Ben sat down with Wesley Chan at Web Summit for a quick, 18-minute interview. The conversation was supposed to be about global investing in 2021 as an early-stage VC, but the conversation turned mostly into the origin story of Wesley's (unbelievably good) seed investment in Canva.Wesley's firm Felicis Ventures invested pre-revenue, leading the seed round, and Canva is valued at $40 billion today. Wesley dives into the details (and why he invested in the first place!) in this interview.Sponsors:Vanta

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