Episode 19: Jet
Acquired29 Elo 2016

Episode 19: Jet

Ben & David break down Jet.com’s meteoric rise, culminating in Walmart’s blockbuster $3B+ acquisition of the company just two years after its founding. Will we look back on this deal as an ‘Instagram-like’ bargain or a ‘Pets.com'-sized blunder? And most importantly, can *anyone* compete with Amazon going forward? We speculate wildly.

Sponsors:



More Acquired!

© Copyright 2015-2025 ACQ, LLC


Topics covered include:

Followups:

New section: Hot Takes! (thank you @cteitzel on Slack for the idea)

The Carve Out:

Jaksot(212)

Berkshire Hathaway Part II

Berkshire Hathaway Part II

In Part II of our Berkshire Hathaway Trilogy (!), we pick up the story with Warren wandering in the woods of Omaha, searching for his life's next chapter after retiring from the professional investing...

12 Touko 20213h 3min

Special: 2021 China Tech Trends (with Tech Buzz China)

Special: 2021 China Tech Trends (with Tech Buzz China)

We team up with two of the very best English-language analysts covering China tech today, Rui Ma and Ying Lu from the Tech Buzz China podcast, to talk about the big trends happening on the ground in C...

5 Touko 20211h 21min

Berkshire Hathaway Part I

Berkshire Hathaway Part I

It's time. After 150+ episodes on great companies, we tackle the granddaddy of them all — Berkshire Hathaway. One episode alone isn't nearly enough to do Warren and Poor Charlie justice, so today we p...

21 Huhti 20213h 12min

Special: "Why Now" for Digital Health (with Levels founder Josh Clemente)

Special: "Why Now" for Digital Health (with Levels founder Josh Clemente)

We dive into the fast-changing world of direct-to-consumer digital health, with perhaps the best person in the world: Levels founder Josh Clemente. (Shoutout to Ben Grynol and Michael Mizrahi from our...

6 Huhti 20211h 29min

Rec Room Part II (with CEO Nick Fajt)

Rec Room Part II (with CEO Nick Fajt)

Last Acquired left the plucky Rec Room crew in our 2018 "Part I" episode, they were a seed stage startup making a VR game that users loved but grew slowly and barely monetized. Fast forward to today, ...

24 Maalis 20211h 58min

Meituan

Meituan

We dive into the history behind Meituan, the juggernaut Chinese "super-app" which dominates China's services economy, offering consumers everything from food delivery, restaurant reviews, travel booki...

10 Maalis 20212h 23min

The New York Times Company

The New York Times Company

For the entire 20th Century, you’d be hard pressed to find a better business than an American newspaper — Warren Buffett famously described them as “franchises” — and no American newspaper stood talle...

18 Helmi 20213h 9min

Special: Sequoia Capital's Investment Playbook (with Alfred Lin)

Special: Sequoia Capital's Investment Playbook (with Alfred Lin)

We cover Sequoia Capital a lot on this show. Not only across our now four(!) dedicated episodes, but across a stunning nearly 50% of recent season companies where Sequoia was a primary or only investo...

1 Helmi 202158min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
ostan-asuntoja-podcast
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
rahapuhetta
rss-rahamania
rss-h-asselmoilanen
pomojen-suusta
taloudellinen-mielenrauha
rss-markkinointitrippi
rss-seuraava-potilas
oppimisen-psykologia
sijoituspodi
rss-porssipuhetta
rss-lahtijat
rss-laakispodi
rss-sisalto-kuntoon