Kim-Mai Cutler -- From Journalist to VC
We sit down with Initialized Capital's Kim-Mai Cutler to talk about her opposite journey from us at Acquired, going from journalist to VC. We riff on how the landscape has evolved from Kim-Mai's parents' "Hewlett Packard generation" in the Valley through the TechCrunch era that se was a big part of, to today and how the nature of reporting, investing and influence -- the intersection of the two -- has changed.Sponsors:Koyfin: https://bit.ly/acquiredkoyfin
4 Elo 202145min
Managing a Crypto Fund (with Kyle Samani from Multicoin Capital)
How on earth do you professionally manage a crypto investment firm? That was the question we wanted to find out, so we dialed up one of the best in the business: Multicoin Capital co-founder and managing partner Kyle Samani. Appropriately fresh on the heels of our Solana special episode (Multicoin was one of Solana's earliest investors), we dive into how in a few short years Kyle, Tushar and the team have built one of the largest and most well-known dedicated crypto funds on the market. We cover Multicoin's three crypto "mega-theses", how they've structured the firm across both a venture and hedge fund, and the dynamics of managing capital and running a firm in the new and fast-moving world of crypto investing.Sponsors:Koyfin: https://bit.ly/acquiredkoyfinLinks:Multicoin's crypto mega-theses: https://multicoin.capital/thesis/The Block: https://www.theblockcrypto.comKyle on Twitter: https://twitter.com/KyleSamani
22 Heinä 20211h 17min
Owning Your Own Media Stream (from Collison Conf with Garry Tan)
Ben interviewed Initialized Capital founder and friend of the show, Garry Tan at Collision Conf last month. Garry is of course also a YouTuber, Clubhouse'r, and master of content creation. The good people at Collision Conf gave us the thumbs up to share this interview on the value of owning your own media stream with all of you.Sponsors:Koyfin: https://bit.ly/acquiredkoyfin
3 Kesä 202122min
Making your customers your secret weapon (with Highspot's Oliver Sharp)
We're joined by Oliver Sharp of Highspot, Seattle's most recent unicorn company (at least at the time of recording!), to talk about how and why to architect everything a software company does around its customers — what today is often called "customer-led growth" — but really represents a company building philosophy that runs much deeper. Oliver has serious software cred: he first joined Microsoft in 1984, and then later became part of Bill Gates' famous "TA" staff after Microsoft acquired his first startup. The conversation was *fantastic* and we owe a huge thank you to Oliver for sharing his decades of learning by doing with us. Make sure you don't miss this one!Sponsors:Koyfin: https://bit.ly/acquiredkoyfin
29 Huhti 20211h 34min
LP "Expert Call" with Josh Clemente from Levels
We got *awesome* feedback on the recent special episode we did with Levels founder Josh Clemente -- so we asked Josh if he'd join for a follow-up Q+A session on our next LP Call, and he graciously agreed! The conversation was so good we decided to release the audio recording in the ACQ2 feed. Thanks again to Josh and the Levels crew, and we hope you enjoy the conversation as much as we did live!Sponsors:Koyfin: https://bit.ly/acquiredkoyfin
23 Huhti 20211h 11min
The Meituan Bear Case (with Lillian Li)
When the internet’s top China tech analyst Lillian Li posted a great Twitter take (linked below) on our Meituan episode, we knew we had to try to get her on ACQ2 to tell us all more. What’s really going on with these platforms on the ground in China, what is the government’s role in all this, and why is Meituan’s outlook “rosy, but maybe not quite as rosy as we painted on the episode”? Thanks to the magic of the internet, a few Twitter DMs later and voila — not only do we have this awesome episode with her, but a new friend and collaborator on hopefully much more Western-China tech crossover content to come!Sponsors:Koyfin: https://bit.ly/acquiredkoyfinLinks:Lillian’s Chinese Characteristics substack: https://lillianli.substack.comLillian’s original Twitter thread after the Meituan episode: https://twitter.com/lillianmli/status/1370327344704016384?s=21Our original Meituan episode: https://www.acquired.fm/episodes/meituan
1 Huhti 20211h 15min
Modern Treasury interviews Ben & David (and vice versa!)
The very cool (and also very hot! You can read about their recent funding rounds from Benchmark and Altimeter) fintech startup Modern Treasury recently asked if they could interview us for their internal "Coffee Break" series of fireside chats. We agreed, on one condition... that we also get to interview them! The result was a match made in Acquired Interview Heaven. Sponsors:Koyfin: https://bit.ly/acquiredkoyfinLinks:Modern Treasury: https://www.moderntreasury.com MT's Journal: https://www.moderntreasury.com/journal
18 Maalis 202154min
State-of-SaaS and Deep Collaboration (with Jake Saper from Emergence Capital)
Emergence Capital's Jake Saper returns to the LP Show to talk 2021 "state-of-SaaS" and Emergence's Deep Collaboration thesis. We cover how Figma changed the game for embedded collaboration within work tools, and why this theme represents a deep vein that Emergence is investing behind with companies like Ironclad and Jake's latest investment in Maze. Plus we cover the impact of the Zoom investment (undeniably one of the greatest venture investments of all time) on Emergence as a firm, and why investing in your partnership through coaching, peer groups and simply prioritizing dedicated time together is just as important after big successes as before. Sponsors:Koyfin: https://bit.ly/acquiredkoyfinPeer group resources Jake recommends for entrepreneurs: Enrich Pace 10X CEO Leaders in Tech
5 Maalis 20211h 9min
