Arena Show Part I: Idea Dinner + YC Continuity
We did an Arena Show!! This evening was so big and so special, we had to split it into two episodes for the podcast feed. First up is the Idea Dinner with our best internet buddies, Packy McCormick and Mario Gabriele (and special guest judge Shu Nyatta), followed by the story of YC Continuity with managing partner Anu Hariharan. Huge, huge thank you to PitchBook for making this night possible. Stay tuned for Part II!
Sponsors:
Anthropic: https://bit.ly/acquiredclaude25
Sentry: https://bit.ly/acquiredsentry
WorkOS: https://acquired.fm/unpluggedPlaying Cards: https://bit.ly/workOSshop (Code: ACQDECK)
Statsig: https://bit.ly/acquiredstatsig26
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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.
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:
Sierra: https://bit.ly/acquiredsierra
FTX (with Sam Bankman-Fried & Mario Gabriele)
Note: This episode was published on Dec 14, 2021, approximately a year before FTX’s subsequent meltdown. The apparent negligence, fraud and self-dealing at FTX has given us much to reflect on after we — and many others — gave Sam a platform to share his and FTX’s story with all of you. We’ve decided to leave this episode up in-full as a historical artifact of the industry’s view on FTX at the time. For a broader Acquired discussion on frauds, and specifically the similarities between FTX and Enron, see our November 2022 Enron episode.
We tell the definitive (audio!) story behind FTX's "speed run" — how this upstart crypto exchange became the fastest company in history to reach a $25B valuation, just two years after founding. And to do so we're joined by not one but TWO of the very best people in the world to help: FTX's wunderkind CEO Sam Bankman-Fried, and special guest host Mario Gabriele from The Generalist, who Sam gave extensive access to FTX's internal data, employees, and investors for his canonical 36,000 word trilogy on the company this past summer. We cover it all — from the "$20m/day" trade that started everything, to Tom Brady & Gisele, to Sam testifying last week in front of Congress. Don't blink or you might miss it!
Sponsors:
Anthropic: https://bit.ly/acquiredclaude25
Sentry: https://bit.ly/acquiredsentry
WorkOS: https://acquired.fm/unpluggedPlaying Cards: https://bit.ly/workOSshop (Code: ACQDECK)
Statsig: https://bit.ly/acquiredstatsig26
More Acquired!
Get email updates with hints on next episode and follow-ups from recent episodes
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© Copyright 2015-2026 ACQ, LLC
Links:
The Generalist's FTX Trilogy: https://www.readthegeneralist.com/briefing/ftx-1
FTX: https://ftx.com
FTX US: https://ftx.us
Sam's Twitter: https://twitter.com/SBF_FTX
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.
The Idea Dinner #1 (with Mario Gabriele and Packy McCormick)
We team up with Mario from the Generalist and Packy from Not Boring for something new: The Idea Dinner!
We've been longtime fans of each others' work and, given all the buzz on Clubhouse and Twitter Spaces, decided to team up and run a little experiment: The Idea Dinner. Last night on Twitter Spaces we all got together and brought one beverage of choice, one public market investment idea, and one private market investment idea.
Despite some technical audio issues... it was a blast! We're super excited to share the recording here with everyone who couldn't make it. We hope you enjoy it as much as we did. Stay tuned for more to come!
Sponsors:
Sierra: https://bit.ly/acquiredsierra
Roblox IPO Preview (with Mario Gabriele from The Generalist)
It's a kids game, it's a social network, it's... potentially the hottest IPO of 2021? We team up with Mario Gabriele from The Generalist + S-1 Club to break down Roblox's business and its prospects as a public company.
Sponsors:
Sierra: https://bit.ly/acquiredsierra
Links
Mario & friends' definitive S-1 Club analysis of Roblox's prospectus: https://www.readthegeneralist.com/briefing/roblox-ipo
Mario on Twitter: https://twitter.com/mariodgabriele
Acquired: https://www.acquired.fm
