Consumer Investing in 2022 (with Brian O'Malley of Forerunner Ventures)
ACQ2 by Acquired31 Okt 2022

Consumer Investing in 2022 (with Brian O'Malley of Forerunner Ventures)

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 of platform incumbents, and where the next breakthrough consumer technology companies might come from. And in true Acquired Playbook fashion we talk about the benefits of focusing on niches — and how on the internet they can expand ever bigger than you might initially imagine!

Links:

Sponsors:

Koyfin: https://bit.ly/acquiredkoyfin


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.

Episoder(112)

Why aren't energy startups funded like software? (with Doug Rand)

Why aren't energy startups funded like software? (with Doug Rand)

As promised in our holiday special, we dive into the past, present and future of clean energy funding, with the absolutely perfect guest: the former Obama administration Assistant Director for Entrepreneurship at the White House Office of Science and Technology Policy, Doug Rand. This episode was totally eye-opening for us, and we hope inspires many of you to think about energy and climate through an entrepreneurial lens.  Sponsors:Koyfin: https://bit.ly/acquiredkoyfin Links:ARPA-E: https://arpa-e.energy.govSteve Blank’s Secret History of Silicon Valley: https://steveblank.com/secret-history/NSF Innovation Corps: https://www.nsf.gov/news/special_reports/i-corps/

11 Feb 20191h 6min

Investment Theses

Investment Theses

Ben and David talk about some of their current investment theses at PSL and Wave, as well as how VCs think about themes and theses in general. Sponsors:Koyfin: https://bit.ly/acquiredkoyfinLinks:Greg McAdoo “Wave” talk at Startup School 2008 https://youtu.be/fZ5F2KhMLiEThe Myth of the Job Hopping Millenial https://www.vox.com/the-big-idea/2018/7/11/17559484/gig-economy-jobs-rooted-rootless-moving-job-hopping-millennials

28 Jan 201943min

How VC Firms Really Work

How VC Firms Really Work

Ever wondered what's really going on during the Monday Meetings of your friendly neighborhood VC firm? Ben and David take you behind the scenes to discuss structure (especially how the management company works), staffing, LPs, and most importantly decision-making and motivations for VC firms and their partners. Whichever side of the table you're on, we hope you find this episode useful!Sponsors:Koyfin: https://bit.ly/acquiredkoyfin

14 Jan 20191h 13min

2018 Holiday Special

2018 Holiday Special

Ben and David continue the Acquired holiday tradition. Happy holidays to everyone! Note: we apologize for David’s sound quality... we’re still working out the kinks on our mobile recording setup.Sponsors:Koyfin: https://bit.ly/acquiredkoyfin Extended carve-out links:Books: David: Broken Earth trilogy https://www.amazon.com/gp/bookseries/B01947LZ8ABen: eBoys  https://www.amazon.com/dp/B000FC1HTG/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1Article: David: “My Dad's Friendship With Charles Barkley”  http://www.wbur.org/onlyagame/2018/12/14/lin-wang-charles-barkleyBen: Birth of a New American Aristocracy  https://www.theatlantic.com/magazine/archive/2018/06/the-birth-of-a-new-american-aristocracy/559130/Podcast: David: 996 Podcast https://996.ggvc.com/category/podcast/Ben: Dissect Season 2 https://itunes.apple.com/us/podcast/dissect/id1143845868?mt=2Music: David: Tiny Desk concerts https://www.npr.org/series/tiny-desk-concerts/Ben: Odesza’s A Moment Apart &  https://open.spotify.com/album/3VzsvmhnUb9OZ59bq2aoNZ?si=dHUDPR4tSW2u6yey0MWTFwTV / Movie: Both: Black Panther https://www.imdb.com/title/tt1825683/App: David: Steady Health https://steady.healthBen:Moment https://www.shopmoment.comWeather Line: http://weatherlineapp.comAuto Sleep http://autosleep.tantsissa.com

21 Des 20181h 34min

The Art of Pitching

The Art of Pitching

Ben and David discuss “the art of the pitch” through the lens of fundraising for seed-stage companies, but the takeaways are also (hopefully) applicable far beyond!Sponsors:Koyfin: https://bit.ly/acquiredkoyfin Links:Sequoia pitch deck template:  https://www.sequoiacap.com/article/writing-a-business-plan/#Don Valentine talk at GSB: https://www.youtube.com/watch?v=nKN-abRJMEwJim Goetz talk at GSB: https://www.youtube.com/watch?v=gnmYSze9M2g

2 Des 201859min

Growing Airbnb (with Dan Hill, CEO of Alma and former Head of Growth at Airbnb)

Growing Airbnb (with Dan Hill, CEO of Alma and former Head of Growth at Airbnb)

Ben and David are back for episode #3, with special guest Dan Hill. Dan discusses:- How his startup, Crashpadder, got acquired by Airbnb- Why Airbnb succeeded, and why marketplace businesses in the US have an advantage in early growth- How they decided on growth metrics at Airbnb- How his new company, Alma, is making charitable giving simpleSponsors:Koyfin: https://bit.ly/acquiredkoyfin

19 Nov 201854min

Product-market fit

Product-market fit

Ben and David are back for episode #2, diving into the most elusive early-stage investing and company-building topics: product-market fit.  Sponsors:Koyfin: https://bit.ly/acquiredkoyfin

5 Nov 20181h 3min

VC Vocab

VC Vocab

Kicking off ACQ2 (formerly known as the LP Show) and diving into some jargon-y VC vocab. Sponsors:Koyfin: https://bit.ly/acquiredkoyfin

21 Okt 201851min

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