Zuckerberg Joins Acquired Live as WSJ Profile Drives Record Surge

扎克伯格将做客Acquired现场秀，《华尔街日报》报道助推订阅量创新高 重大媒体报道引发的非线性爆发式增长证明，每一个极端的商业成功案例本质上都是独一无二的，无法通过生搬硬套的策略来复制。 在本次动态中，主持人Ben Gilbert与David Rosenthal宣布将于9月10日在旧金山大通中心（Chase Center）举办现场秀，Meta首席执行官Mark Zuckerberg将作为重磅嘉宾出席，该活动由JPMorgan Payments合作赞助。他们回顾了因《华尔街日报》一篇重要专访引发的空前增长潮，该报道带来了31.7万名新订阅用户，并将他们的节目推至全球播客榜首。两人还概述了一项结构性调整，即把高管访谈永久转移至AQ2频道，以保持主节目的深度叙事形式，最后以轻松的夏季好物推荐（Carve-outs）收尾，内容涵盖育儿装备、旅行和体育纪录片等。 Acquired将暂停发布常规节目六周，这是他们连续制作十年来的首次真正休整。 (0:00) 两位主持人正将运营精力聚焦于定于9月10日在旧金山大通中心举办、与JP Morgan Payments合作的线下现场秀。 (0:00) Meta首席执行官Mark Zuckerberg已正式官宣为该现场活动的主力特邀嘉宾之一。 (0:00) 《华尔街日报》记者Ben Cohen撰写的一篇重磅专访，直接将Acquired推上了Apple Podcasts和Spotify全球播客榜单的榜首。 (3:22) 《华尔街日报》文章带来的关注激增为该播客带来了31.7万名新订阅者，相较于1月份50万的听众基准，其基础指标发生了显著变化。 (3:22)

During a planned six-week production hiatus, Acquired co-hosts Ben Gilbert and David Rosenthal reflect on an unprecedented growth surge driven by national media coverage, announce an arena-scale live show, and formalize a split between narrative history episodes and executive interviews. Media Coverage Sparks Unprecedented Listener Growth (3:22) A profile authored by Ben Cohen for The Wall Street Journal's "Science of Success" column triggered a dramatic inflection point for the podcast, driving it to the number one global ranking on both Apple Podcasts and Spotify. This placement sustained organic discovery via browse tabs for weeks, challenging Rosenthal's expectation that print journalism rarely converts readers into audio listeners. The Paradox of Analyzing Outlier Business Models (8:28) Gilbert noted a core paradox in the show's premise: while Acquired focuses on business playbooks, the companies studied are extreme outliers operating near-monopolies in high-margin markets, meaning their mature strategies are rarely reproducible for standard businesses. Consequently, the hosts emphasize a company's early years to isolate the true drivers of initial momentum. Arena Live Show at Chase Center (0:00) The hosts are directing their production hiatus toward preparing an arena event on September 10 at San Francisco's Chase Center, presented in partnership with JP Morgan Payments. Meta CEO Mark Zuckerberg is slated as a featured guest, with ticket pricing set at $100 for floor seats and $50 for arena sections, inclusive of fees. Structural Separation of Main Feed and AQ2 (11:13) To preserve the core show's format—multi-hour deep dives based on hundreds of hours of independent research by both hosts—executive interviews will now live permanently on the secondary feed, AQ2. While exceptional long-form protagonist discussions have previously run on the main feed, standard Q&A interviews will transition to AQ2, including an upcoming feature with NFL legend and venture capitalist Joe Montana. Parental and Lifestyle Recommendations (13:35) In the carve-outs segment, Gilbert recommended the Thule Urban Glide 3 running stroller as his son reached the six-month mark. Rosenthal reviewed Disney's Aulani Resort in Hawaii as a pragmatic, highly functional destination tailored to families with young children rather than a luxury getaway. Additional picks included polarized sunglasses from independent brand Meller, Ray-Ban Meta smart glasses, and Netflix sports docuseries Quarterback and Receiver. The hosts conclude by encouraging community meetups around the September 10 Chase Center gathering, balancing rapid institutional growth against the challenge of keeping their foundational research-driven format intact.

《Acquired》播客联合主播本·吉尔伯特（Ben Gilbert）与戴维·罗森塔尔（David Rosenthal）在节目中复盘了近期出现的爆发式增长与业务布局，指出商业史上的极端成功案例往往具有不可复制的特异性，并阐述了主副频道分流策略及即将在旧金山大通中心（Chase Center）举办的大型线下活动。 媒体报道催化的跨模态增长跃迁 (3:22) 罗森塔尔与吉尔伯特回顾了《华尔街日报》（The Wall Street Journal）“成功科学”（Science of Success）专栏记者本·科恩（Ben Cohen）对节目进行的深度专访，该报道直接促成了播客受众的急剧扩张。在文章刊发前，《Acquired》截至当年1月初的估算受众基数约为50万人，且在过去9年中完全依赖听众口碑推荐实现年均翻倍增长。报道发布后，节目在短时间内新增了31.7万名订阅者与关注者，并一举登顶苹果播客（Apple Podcasts）与Spotify的全球榜单首位。 两位主播分析指出，这种榜单高位的曝光形成了一种能够自我强化的发现机制，并在数周内持续维持增长动量。这一现象打破了罗森塔尔长期秉持的媒体假说——即文字报道读者很少会直接跨模态跳转至音频应用订阅播客。此次专访带来的跃迁不仅大幅抬升了节目的常态流量基线，也成为该节目发展史上的实质性转折点。 极端商业样本与方法论的局限 (8:28) 伴随外界对节目的广泛关注，吉尔伯特披露了《Acquired》在商业分析上的核心矛盾与“潜在秘密”：节目所拆解的研究对象大多属于在高度盈利市场中建立近乎垄断地位的极端特例（outliers），其目前充沛的现金流与成熟状态无法直接作为普通企业的实操模板。为了提炼真正具备借鉴意义的动力因素，两位主播选择将主要研究精力聚焦于目标企业初创的前几年，探究其产生初始势能的真实催化剂。 罗森塔尔将这一商业观察与其自身的增长经历相印证，强调商业史的核心规律在于“每一个伟大的成功故事都是独特的（idiosyncratic）”。他认为，外界无法通过刻意设计的公关策划或教条式的商业手册来复制这种突变式成功，企业经营与内容创作的爆发均高度依赖不可预期的特定契机。 内容双轨拆分与线下社群实践 (0:00) 为维护核心节目的叙事特色，吉尔伯特宣布了频道的结构性分工调整。主频道将严格保留为深度叙事专栏，每期内容均由两位主播独立投入数百小时案头调研，在四小时的长音频中进行思维碰撞；除极少数针对核心商业领袖（如黄仁勋、查理·芒格、达拉·科斯罗萨西和霍华德·舒尔茨）的深度对话外，常规高管访谈将全部分流至二级频道AQ2（例如新思科技管理层专访及NFL名宿乔·蒙塔纳的转型访谈），以保证主频道的深度研究定位不受稀释。 在线下拓展方面，节目组将于9月10日在旧金山大通中心举办创办十年以来的最大规模现场活动，对标伯克希尔·哈撒韦（Berkshire Hathaway）在奥马哈的年度股东周末模式。该活动由摩根大通支付（JPMorgan Payments）提供合作支持，已确认Meta首席执行官马克·扎克伯格（Mark Zuckerberg）作为特邀嘉宾出场。内场票统一定价为100美元（已接近售罄），其余区域看台票为50美元，听众社群正在围绕该大会筹备多场外围聚会与企业研讨活动。 实用主义家庭出行与个人消费观察 (13:35) 在生活经验分享环节，两位晋升为父亲的主播针对育儿硬件与家庭度假提出了实用性建议。吉尔伯特推荐了Thule Urban Glide 3跑步婴儿推车，指出其满足了婴儿满6个月后的户外运动安全门槛；罗森塔尔则复盘了携3岁与3个月大多孩家庭前往夏威夷迪士尼Aulani度假区的体验。罗森塔尔评价称，该度假区并非奢华酒店，也没有传统迪士尼大型游乐设施或当地最优海滩，但其服务与动线设计精准契合了低龄家庭在育儿照料与休闲之间的功能交集。 在个人消费品领域，主播分享了在西班牙旅行时偶然发现的独立太阳镜品牌Meller，强调其以59美元的平价提供了不输高价产品的偏光镜片光学清晰度，且目前未被行业巨头陆逊梯卡（EssilorLuxottica）收购；罗森塔尔则在夏威夷期间实际使用了雷朋Meta智能眼镜（Ray-Ban Meta）。在文娱消费方面，主播讨论了Netflix体育纪录片《四分卫》（Quarterback）与《外接手》（Receiver），指出四分卫在大型团队运动中承担着独一无二的心智负荷与决策压力，与接球手在备战风格与承受风险上存在鲜明对比。 《Acquired》在经历十年积累与突发性增长后，试图通过严格界定主副频道边界与探索大型现场盛会来拓展商业播客的形态；然而两位主播亦清晰表明，无论是在其深度拆解的万亿科技巨头身上，还是在播客自身的发展轨迹中，非线性的商业飞跃始终由特异性驱动，难以被归纳为标准化的成功法则。

## Background 本期音频由知名商业科技播客《Acquired》于 2024 年 8 月 8 日发布在 YouTube 平台。页面简介表明，这是主持人在经历上半年爆发式增长与《华尔街日报》专题报道后录制的一期夏季随性更新，旨在向听众汇报播客近况、育儿休整安排以及为 9 月在大通中心举行的大型现场秀做准备。 ## TL;DR 节目中 Ben Gilbert 和 David Rosenthal 正式宣布将于 9 月 10 日在旧金山大通中心与 J.P. Morgan Payments 联合举办创纪录的大型现场秀，并邀请了 Mark Zuckerberg 等重磅嘉宾登台。两位主持人深入复盘了《华尔街日报》深度报道带来的破纪录订阅增长与榜首效应，借此反思了商业中罕见的离群值增长现象。此外，他们明确划分了主节目的 4 小时深度商业叙事与副频道 ACQ2 嘉宾访谈的双轨架构，并在轻松的夏季好物推荐环节分享了各自近期在育儿与生活中的心水物品。 ## Atmosphere & style 整期音频洋溢着轻松惬意、真实自然的夏日闲聊氛围，听感如同两位老友在暑期带娃间隙通电话时的随性对谈。随着话题从育儿日常切换到大通中心的宏大筹备与《华尔街日报》带来的爆红效应，主持人的语调在谦逊真诚与兴奋激昂之间自如切换。两人默契无间的互动既展现出科技商业精英的深刻洞见，又充满了新手奶爸特有的烟火气与自嘲幽默，令人倍感亲切与共鸣。 ## Bulletin - [00:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=0s) Acquired 宣布将于 2024 年 9 月 10 日联合摩根大通支付在旧金山大通中心（Chase Center）举办大型现场活动，特邀 Mark Zuckerberg 等嘉宾登台，并制定了 50 至 100 美元的全包平价门票策略，力图打造“科技界的奥马哈”。 - [03:23](https://www.youtube.com/watch?v=1444rkhQwVc&t=203s) 《华尔街日报》刊发的深度专访成为现象级引爆点，推动 Acquired 登顶全球 Spotify 和 Apple Podcasts 榜首，在原有约 50 万核心听众大盘基础上，直接吸纳了超 31.7 万名全新关注者。 - [05:52](https://www.youtube.com/watch?v=1444rkhQwVc&t=352s) 团队深入复盘离群值增长现象：在历经近十年无付费投入、纯口碑稳健自然翻倍后，《华尔街日报》的高受众契合度促成了极罕见的“瓶中闪电”效应，印证了极端案例往往脱离常规商业剧本。 - [11:15](https://www.youtube.com/watch?v=1444rkhQwVc&t=675s) 节目正式确立双轨内容架构：Acquired 主节目恪守耗时数百小时独立调研、长达 4 小时的史诗级商业深度叙事；常规高质量嘉宾访谈则全面分流至独立频道“ACQ2”。 ## Key takeaways - [00:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=0s) 在连续十年未曾真正停更后，两位主播开启为期六周的夏季休整期，全面转入 9 月 10 日旧金山大通中心现场秀的筹备工作。 - [00:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=0s) 大通中心活动与摩根大通支付深度合作，Mark Zuckerberg 将作为重磅嘉宾亮相，看台票 50 美元、内场票 100 美元的全包低定价旨在最大化降低社区参与门槛。 - [00:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=0s) 听众自发围绕大通中心现场大秀策划周边聚餐与 Meetup，两位主播期待将其塑造成科技与投资界一年一度的“西海岸奥马哈”盛会。 - [03:23](https://www.youtube.com/watch?v=1444rkhQwVc&t=203s) 《华尔街日报》专栏作家 Ben Cohen 撰写的特写报道对 Acquired 的成长历程与深度研究内核进行了极高水准的提炼与总结。 - [03:23](https://www.youtube.com/watch?v=1444rkhQwVc&t=203s) 报道出炉后 Acquired 登顶全球 Apple Podcasts 与 Spotify 双榜总榜第一，榜首效应触发了持续放大的“自我实现式预言”推荐飞轮。 - [03:23](https://www.youtube.com/watch?v=1444rkhQwVc&t=203s) 该报道带来的外部爆发性增量直接转化了超 31.7 万新增订阅，对原本约 50 万核心听众的底盘形成了跨越式扩充。 - [05:52](https://www.youtube.com/watch?v=1444rkhQwVc&t=352s) 初创企业通常不可寄望单篇媒体报道改变增长轨迹，但当渠道与受众画像高度契合时，例外情况会打破常理，成为难以复制的离群爆发点。 - [05:52](https://www.youtube.com/watch?v=1444rkhQwVc&t=352s) 节目在前九年完全依靠口碑扩散实现每年自然翻倍，这种温和慢增长筑造了官方 Slack 社群理性且深度的讨论生态。 - [05:52](https://www.youtube.com/watch?v=1444rkhQwVc&t=352s) 商业世界中的巨头企业本质上都是极端离群值，其成功路径具有高度特异性，探究它们早期打破常理的微观破局点才是深研商业的核心价值。 - [10:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=600s) 两位主播透露本次顶级报刊的重磅报道完全未经过任何主动公关 Pitch，属于完全超出预期的自发性媒体关注。 - [10:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=600s) 大通中心活动引发热烈反响，包括远程办公企业顺势将秋季全员团建定在旧金山，以及家庭用户将参与播客录制作为生日愿望。 - [11:15](https://www.youtube.com/watch?v=1444rkhQwVc&t=675s) 节目正式确立产品分工：主节目坚守耗费数月准备的 4 小时深度商业叙事，高管访谈内容则统一归入副频道 ACQ2 承接。 - [13:36](https://www.youtube.com/watch?v=1444rkhQwVc&t=816s) 两位新手奶爸分享育儿推荐：包括适合推行跑步锻炼的 Thule Urban Glide 3 婴儿车，以及极度切中低幼家庭放松痛点的夏威夷迪士尼 Aulani 度假村。 - [17:34](https://www.youtube.com/watch?v=1444rkhQwVc&t=1054s) 个人好物推荐了成像锐利的独立偏光太阳镜品牌 Meller，以及生动展现高压竞技状态的 Netflix 橄榄球纪录片《四分卫》与《外接手》。 - [20:36](https://www.youtube.com/watch?v=1444rkhQwVc&t=1236s) 主播由衷致谢 J.P. Morgan Payments 团队全方位投入的幕后支持，极大地补充并放大了小型播客团队在筹办万人场馆盛会时的组织能力。 ## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=0s) 暑期问候与大通中心现场活动公告 Ben 和 David 在盛夏向所有 Acquired 听众问好。David 刚刚结束夏威夷的度假归来，他打趣说自己感觉就像放暑假的孩子，但作为一个要照顾三个月大婴儿和三岁幼儿的父亲，这已经是身体和精神所能达到的最放松极限。在连续十年未曾真正停更或休假后，他们决定在今年夏季安排大约六周的休整期。不过，这并不意味着他们完全脱离工作，而是暂停制作常规单集，将全部精力和重心投入到即将于 9 月 10 日在旧金山大通中心（Chase Center）举办的大型现场活动中。 本次大通中心现场秀是与摩根大通支付（J.P. Morgan Payments）合作举办，将成为 Acquired 创办以来规模最宏大的项目。大通中心是金州勇士队的主场，坐落在旧金山市中心。Ben 和 David 激动地宣布，Mark Zuckerberg 将作为重量级嘉宾登台，而这仅仅是他们精心策划的环节之一，现场还将为听众准备多重未公开的惊喜。尽管他们此前曾在播客中呼吁听众“预留日期（save the date）”，但由于开票后尚未推出正式单集，许多不刷社交媒体或 Slack 的纯音频听众仍不知情。为此他们特别在音频中提醒大家访问 acquired.fm/sf 购票，并希望将这一天打造成像“科技界的奥马哈（Omaha for Tech）”或“西海岸的奥马哈”那样的年度聚会。 - **活动门票定价政策**：内场席位票价全包仅需 100 美元（开票后已基本售罄），看台及全场其他座位统一为 50 美元，该价格已包含 Ticketmaster 的各项手续费用。 - **平价亲民与高昂制作**：这很可能是大通中心历史上票价最低的公开售票活动，但绝不是制作成本最低的活动；两位主持人希望最大程度降低门槛，回馈并聚集社区听众。 - **社区自发周边活动**：在 9 月 10 日活动前后几天，听众已在 Slack 中自发组织各类聚餐、公司交流和酒会。在播客正式广播宣传前，已有数千名听众完成购票。 ```mermaid flowchart TD accTitle: Chase Center Live Show Planning accDescr: 播客团队筹备大通中心大型现场秀的核心流程与社区联动机制 subgraph EventPrep ["大通中心筹备核心"] A["夏季休整 6 周<br/>暂停常规单集录制"] --> B["倾注全副精力筹备<br/>9 月 10 日大通中心现场秀"] B --> C["重磅嘉宾阵容<br/>Mark Zuckerberg 登台 + 独家惊喜"] B --> D["极度亲民门票策略<br/>内场 $100 / 看台 $50 全包"] end subgraph CommunityEngagement ["社区网络生态构建"] E["官网 acquired.fm/sf 购票通道"] --> F["西海岸科技版奥马哈聚会"] F --> G["听众自发筹办周边 Dinner / Meetup"] G --> H["Slack 社区联动与深度互动"] end EventPrep -.-> CommunityEngagement ``` --- ### [03:23](https://www.youtube.com/watch?v=1444rkhQwVc&t=203s) 《华尔街日报》重磅特写与历史级榜单突破 随着节目进入幕后复盘环节，David 感慨过去的几个月堪称疯狂。他的二女儿在四月底出生，仅两周后，《华尔街日报》（The Wall Street Journal）关于 Acquired 的重磅专访报道就正式刊出。Ben 和 David 探讨了这篇深度特写的巨大连锁反应。在他们看来，关于节目的两篇标志性深度报道中，一篇是去年 David Lidsky 在《Fast Company》上全程跟拍耐克（Nike）单集幕后制作过程的文章，而 Ben Cohen 在《华尔街日报》“成功学（The Science of Success）”专栏刊发的特写，则是迄今对 Acquired 本质与成长历程最完美的总结。 这篇报道带来的即时效果令人瞠目结舌：文章发表后，Acquired 一举登顶了全球 Spotify 和 Apple Podcasts 的总榜第一名。这对于一档单集动辄数小时的商业历史播客来说是此前难以想象的奇迹。更重要的是，登上榜首带来了强大的“自我实现式预言（self-fulfilling prophecy）”——任何打开播客客户端浏览页面的用户，第一眼看到居中推荐的榜首节目，都会产生强烈好奇心并点击试听。这种榜首效应在随后的几周乃至几个月内被持续指数级放大。 - **新增订阅数据**：自《华尔街日报》专题报道上线以来，播客在 Apple Podcasts 和 Spotify 两大平台上直接吸纳了超过 31.7 万名全新关注者（Followers/Subscribers）。 - **底盘增长对比**：截至 2024 年 1 月初，整个节目的长期核心听众大盘规模约为 50 万人，这次外部曝光带来的增量相当于直接为节目注入了半壁江山。 --- ### [05:52](https://www.youtube.com/watch?v=1444rkhQwVc&t=352s) 商业规律反思：极具特异性的离群值增长 在给初创企业提供建议时，Ben 始终坚持一个观点：“永远不要指望单单一篇媒体报道能从根本上改变公司的增长轨迹。”然而现实再次印证了商业中“例外证明规律”的悖论。Ben Cohen 撰写的深度特写恰如“瓶中闪电（lightning in a bottle）”，成为 Acquired 历史上极为罕见的爆发式增长引爆点。在这之前的近十年里，Acquired 的用户增长曲线几乎呈现出一条完全平滑、纯粹依靠口碑扩散的对数线性图。 在前九年中，播客完全不做付费投放，基本维持着每年自然翻倍的节奏。这意味着平均每位老听众在一年内成功向身边一位朋友“安利”并使其留存。这种温和而持续的慢增长，铸就了 Acquired 极高素养的社群文化，听众均由熟人关系网络逐步带入，这也解释了为何官方 Slack 社区能够长期保持高质量且理性的讨论氛围。而在所有可能带来外部激增的媒介中，《华尔街日报》的读者群与 Acquired 的目标受众高度重合——都是兼具深度思考力、受过良好商业教育且乐于钻研底层逻辑的商业精英。 这颠覆了 David 曾经的认知。他早年曾在《华尔街日报》短暂工作过，向来深爱这份报刊，但他过去坚信读者不会仅凭阅读纸媒或网页报道就跨媒介切换到手机音频播放器去点击订阅，然而事实打破了这一固有偏见。这也暗合了 Acquired 节目的深层内核：节目讲述的所有明星企业本质上都是最极端的离群值（extreme outliers），它们是在全球最大、利润最丰厚市场中的垄断或准垄断巨头。巨头们的成功法则极其特异（idiosyncratic），无法通过通用的商业剧本生搬硬套；而真正有价值的，恰恰是挖掘它们早年如何在特定历史机遇下打破常理破局的微观事实。 ### [10:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=600s) 意料之外的媒体报道与体育馆现场秀的火爆反响 Ben 回忆起前阵子《华尔街日报》（Wall Street Journal）对播客的深度报道时忍不住发笑。当时有公关专业人士特地发邮件向他请教：“你们到底是怎么把这篇稿子推销（pitch）给《华尔街日报》的？”Ben 的回答非常坦诚：他们根本没有做任何公关公关操作，也完全无法事先预料到会发生这种事。要提前策划并执行一套公关战略来促成如此量级的报道，在他们看来几乎是不可能的，至少在他们自己的经历中，这种重磅报道从来都不是靠传统公关手段强推出来的。 随后两人将话题转回即将于 9 月在旧金山 Chase Center 举办的现场大型演出。听众们的热情反馈远超预期，各种有趣的购票场景层出不穷：有公司打算组织全体员工一起参加；还有家长特地发邮件说，自家 13 岁的孩子唯一的生日愿望，就是带着所有好朋友去现场看 Acquired 的节目录制。这让两人惊叹不已，直呼这是“最酷、最疯狂的事情”。此外，许多远程办公（Remote-first）或总部不在旧金山的企业，也决定将秋季的公司团建（Offsite）直接搬到旧金山，顺道全员参会。 - 若企业或大团体有批量团购门票的需求，可发邮件至 `hello@acquired.fm`，他们会协助对接 Chase Center 的专项办公室处理大额订单。 --- ### [11:15](https://www.youtube.com/watch?v=1444rkhQwVc&t=675s) 节目架构的明确分工：主节目深度叙事与 ACQ2 访谈阵地 Ben 与 David 借此机会正式向听众梳理并宣布了节目形态上的重要战略分工。Acquired 最核心、最具标志性的特质，在于两人花费数百小时进行海量商业与历史调研，带着各自独立的思考、理解和洞见坐在一起，录制长达 4 个小时的深度商业叙事节目，彻底拆解一家公司走向成功的底层逻辑。这与普通的嘉宾访谈节目有着本质区别——后者往往只是请来一位知名嘉宾对谈一番便结束告别。虽然高质量的访谈节目数不胜数，但那并不是 Acquired 的立身之本。 偶尔他们也会在主节目中采访主角，比如英伟达的黄仁勋（Jensen Huang）、查理·芒格（Charlie Munger）、Uber 的 Dara Khosrowshahi，或者像星巴克的 Howard Schultz 愿意坐下来配合录制五六个小时的深度对谈。但总体而言，主节目将坚定恪守 Ben 和 David 两人深入剖析的核心 4 小时叙事框架；而那些高质量、但形态偏向传统访谈的重量级嘉宾对决，则全部分流到第二频道“ACQ2”。 ```mermaid flowchart TD accTitle: Acquired 节目双轨内容架构 accDescr: 展示主节目与副频道 ACQ2 在内容定位与形态上的分工 subgraph Main["Acquired 主节目"] M1["4小时深度商业叙事"] M2["数百小时独立前期调研"] M3["偶尔深度主角访谈<br/>(如 Jensen Huang, Charlie Munger)"] end subgraph ACQ2["ACQ2 频道"] A1["重量级嘉宾独立访谈"] A2["半导体专题<br/>(Synopsys 创始人及 CEO)"] A3["体育与跨界投资<br/>(Joe Montana 专访)"] A4["多家上市公司 CEO 独家对谈"] end Main -.->|"叙事之后的延展对谈"| ACQ2 ``` - **主节目核心定位**：极少破例，以 Ben 和 David 历时数月的独立研究、4 小时级别的企业史诗叙事为主。 - **ACQ2 承接优质访谈**：包括此前与 Synopsys 创始人及现任 CEO 探讨半导体行业现状的深度对话，以及即将上线的传奇四分卫兼优秀风险投资家乔·蒙塔纳（Joe Montana）的专访。未来还将推出多位上市公司 CEO 的对谈内容。 --- ### [13:36](https://www.youtube.com/watch?v=1444rkhQwVc&t=816s) 夏季好物推荐（育儿篇）：Thule 跑步婴儿推车与夏威夷 Aulani 度假村 进入轻松的夏季推荐环节（Carve Outs），两位新手奶爸笑称，随着两人家里都添了小宝宝，不得不开辟专门的“育儿/婴儿好物”专栏。Ben 调侃自己保持了在节日特辑推荐推车的传统，这次作为父亲节礼物，他迎来了自己的第三款婴儿车推荐——**Thule Urban Glide 3** 跑步推车。由于 6 个月以上的宝宝骨骼发育已经足够安全，Ben 便推着他家 9 个月大的儿子在附近的公园飞驰，孩子非常喜欢沿途疾驰而过的树木风景，而 Ben 也能借此恢复跑步锻炼。听到这里，住在旧金山的 David 则直言旧金山山坡太陡，自己推不动推车跑步，反而更习惯用背带背着宝宝爬山徒步。 紧接着 David 分享了他的家庭度假推荐。趁着节目夏休以及妻子 Jenny 结束产假重返职场之前，面对一个刚满 3 个月的小女儿和一个 2 岁的幼童，他们绞尽脑汁寻找一个真正能让全家喘口气的度假地，最终选定了夏威夷的迪士尼度假村——**Aulani Resort**。David 幽默地形容：论奢华，它谈不上最顶级的度假村；论游乐设施，它没有主题公园那些激流勇进的过山车；论海滩，它也算不上夏威夷最美的沙滩；它没有任何一个单项指标特别拔尖（not spiky）。但如果画一个由“家有幼童”、“疲惫不堪的父母”和“渴望在夏威夷真正获得一丝喘息”构成的韦恩图（Venn diagram），Aulani 完美地击中了中心交集，堪称当下人生阶段最省心、最棒的家庭旅行目的地。 --- ### [17:34](https://www.youtube.com/watch?v=1444rkhQwVc&t=1054s) 夏季好物推荐（成人篇）：Meller 太阳镜与 Netflix 橄榄球纪录片 在全年龄向的个人好物推荐中，Ben 分享了一个小众太阳镜品牌 **Meller**。这是他今年初夏前往墨西哥卡波（Cabo）参加朋友婚礼时临时在路边店里买的，价格仅为 59 美元且带有偏光效果。Ben 赞叹其镜片品质是他戴过最好的，戴上后远处的物体甚至比肉眼直接看还要清晰锐利，完全没有普通廉价眼镜带来的视野畸变，让他彻底成了该品牌的忠实拥趸。两人还讨论起这是否属于眼镜巨头陆逊梯卡（EssilorLuxottica）旗下的品牌，Ben 查证后认为 Meller 依然是一家独立品牌；而 David 则顺势展示了自己正在佩戴的 Ray-Ban Meta 智能眼镜，并提到自己在夏威夷旅行时也重度使用了它。 最后，David 带来了两部关于 NFL 的 Netflix 体育纪录片推荐：去年的**《四分卫》（Quarterback）**与新上线的**《外接手》（Receiver）**。在没有橄榄球比赛的夏天，趁着带娃的间隙补完这两部片子让他大呼过瘾。David 感慨道，在所有团队运动中，几乎没有任何一个位置像四分卫那样独自承载整场比赛的胜负走向。片中展现出的顶级四分卫背后庞大而残酷的心智负荷（mental work）与精神压力令人窒息；而《外接手》同样精彩有趣，但将外接手与四分卫在备战状态和心理重压上的鲜明反差对照来看，尤为引人深思。 ### [20:20](https://www.youtube.com/watch?v=1444rkhQwVc&t=1220s) 影视推荐尾声与夏季特别加更结语 在聊完 Netflix 体育纪录片《外接手》（*Receiver*）与《四分卫》（*Quarterback*）的观后感后，两位主播打趣地表示，外接手们面临的处境和心态截然不同，但他们显然都是四分卫传球的最终承担者。这一番安利也顺理成章地被列入了大家的必看清单。随着好物分享环节的结束，Ben 和 David 正式向听众告别。他们调侃这期播客本质上就是两人心血来潮拨通电话、顺便录下来给听众听的一期“夏季随性迷你加更”。 ### [20:36](https://www.youtube.com/watch?v=1444rkhQwVc&t=1236s) 旧金山大秀预告、社区活动与合作伙伴致谢 节目的最后，两位主播再次向听众发出诚挚邀请，期待 9 月 10 日在旧金山的大型现场活动上与大家见面。届时 Mark Zuckerberg 以及多位重磅特邀嘉宾将亲临现场，现场势必会精彩绝伦。主播们也鼓励听众在官方 Slack 社区自由发起各类同城聚会、午餐和晚餐交流，购票链接现已全面开放。 此外，他们由衷感谢了本次活动的重要合作伙伴 J.P. Morgan Payments。David 和 Ben 感叹道，J.P. Morgan Payments 团队全情投入、“使出了浑身解数”（pulling out all the stops），不仅场馆冠名与他们息息相关，其团队更是付出了英勇般的超常努力，让 Acquired 团队在这几个月筹备期里仿佛瞬间壮大了三到四倍，双方宛如一体。整个团队正全力以赴，力争将这场盛会打造成听众所经历过的最棒的现场活动。随着标志性片尾曲《Who Got the Truth》的旋律响起，两位主播与大家相约九月旧金山再见。 - **活动日期与地点**：2024 年 9 月 10 日，旧金山（Chase Center）。 - **特邀重磅嘉宾**：Mark Zuckerberg 及其他神秘特邀嘉宾。 - **社区与购票信息**：听众可通过 `acquired.fm/slack` 策划线下聚会，并访问 `acquired.fm/sf` 购买现场门票。 - **合作伙伴致谢**：特别致谢 J.P. Morgan Payments 团队在幕后付出的巨大心血与全面支持。 ## Notable quotes > [00:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=0s) 感觉就像放暑假的孩子，但作为一个要照顾三个月大婴儿和三岁幼儿的父亲，这已经是身体和精神所能达到的最放松极限。 — David > [00:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=0s) 这很可能是大通中心历史上票价最低的公开售票活动，但绝不是制作成本最低的活动；两位主持人希望最大程度降低门槛，回馈并聚集社区听众。 — Ben & David > [03:23](https://www.youtube.com/watch?v=1444rkhQwVc&t=203s) 文章发表后，Acquired 一举登顶了全球 Spotify 和 Apple Podcasts 的总榜第一名。这对于一档单集动辄数小时的商业历史播客来说是此前难以想象的奇迹。 > [03:23](https://www.youtube.com/watch?v=1444rkhQwVc&t=203s) 自《华尔街日报》专题报道上线以来，播客在 Apple Podcasts 和 Spotify 两大平台上直接吸纳了超过 31.7 万名全新关注者。 > [05:52](https://www.youtube.com/watch?v=1444rkhQwVc&t=352s) 永远不要指望单单一篇媒体报道能从根本上改变公司的增长轨迹。 — Ben > [05:52](https://www.youtube.com/watch?v=1444rkhQwVc&t=352s) 在前九年中，播客完全不做付费投放，基本维持着每年自然翻倍的节奏。这意味着平均每位老听众在一年内成功向身边一位朋友“安利”并使其留存。 > [10:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=600s) 要提前策划并执行一套公关战略来促成如此量级的报道，在他们看来几乎是不可能的，至少在他们自己的经历中，这种重磅报道从来都不是靠传统公关手段强推出来的。 — Ben > [10:00](https://www.youtube.com/watch?v=1444rkhQwVc&t=600s) 有家长特地发邮件说，自家 13 岁的孩子唯一的生日愿望，就是带着所有好朋友去现场看 Acquired 的节目录制。 > [13:36](https://www.youtube.com/watch?v=1444rkhQwVc&t=816s) 如果画一个由“家有幼童”、“疲惫不堪的父母”和“渴望在夏威夷真正获得一丝喘息”构成的韦恩图（Venn diagram），Aulani 完美地击中了中心交集，堪称当下人生阶段最省心、最棒的家庭旅行目的地。 — David > [17:34](https://www.youtube.com/watch?v=1444rkhQwVc&t=1054s) 在所有团队运动中，几乎没有任何一个位置像四分卫那样独自承载整场比赛的胜负走向。片中展现出的顶级四分卫背后庞大而残酷的心智负荷（mental work）与精神压力令人窒息。 — David > [20:36](https://www.youtube.com/watch?v=1444rkhQwVc&t=1236s) J.P. Morgan Payments 团队全情投入、“使出了浑身解数”（pulling out all the stops），不仅场馆冠名与他们息息相关，其团队更是付出了英勇般的超常努力，让 Acquired 团队在这几个月筹备期里仿佛瞬间壮大了三到四倍，双方宛如一体。 — David & Ben ## Mentioned Ben Gilbert, David Rosenthal, Mark Zuckerberg, Jensen Huang, Charlie Munger, Dara Khosrowshahi, Howard Schultz, Joe Montana, Ben Cohen, David Lidsky, Jenny, Chase Center, J.P. Morgan Payments, Ticketmaster, The Wall Street Journal, Fast Company, Nike, Spotify, Apple Podcasts, Synopsys, Thule Urban Glide 3, Disney Aulani Resort, Meller, EssilorLuxottica, Ray-Ban Meta, Netflix, 《四分卫》（Quarterback）, 《外接手》（Receiver）, ACQ2, Slack ## Video description Summer greetings from Acquired! We figured this is a good excuse to update you all on the state of Acquired — after an incredible first half of the year (including WSJ’s profile of the show) we are taking the rest of the summer off to recharge, parent our young children, and prepare for the big night in September. We hope you’re having a great summer, and we’ll see you live in the fall! https://www.wsj.com/business/media/acquired-podcast-tech-business-history-strategy-90e73603 *Carve Outs:* - Thule Urban Glide 3: https://www.thule.com/en-us/strollers/jogging-strollers/thule-urban-glide-3-_-10101972 - Disney’s Aulani Resort: https://www.disneyaulani.com - Meller sunglasses: https://mellerbrand.com - Quarterback on Netflix: https://www.netflix.com/title/81482895 - Receiver on Netflix: https://www.netflix.com/title/81733809 *More Acquired:* - Get email updates https://www.acquired.fm/email and vote on future episodes! - Join the Slack http://acquired.fm/slack - Check out the latest swag in the ACQ Merch Store https://www.acquired.fm/store! _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._ [Source](https://www.youtube.com/watch?v=1444rkhQwVc)

[0:00] David: 感觉就像放暑假的孩子，但作为一个要照顾三个月大婴儿和三岁幼儿的父亲，这已经是身体和精神所能达到的最放松极限。 [0:00] Ben & David: 这很可能是大通中心历史上票价最低的公开售票活动，但绝不是制作成本最低的活动；两位主持人希望最大程度降低门槛，回馈并聚集社区听众。 [3:23] 文章发表后，Acquired 一举登顶了全球 Spotify 和 Apple Podcasts 的总榜第一名。这对于一档单集动辄数小时的商业历史播客来说是此前难以想象的奇迹。 [3:23] 自《华尔街日报》专题报道上线以来，播客在 Apple Podcasts 和 Spotify 两大平台上直接吸纳了超过 31.7 万名全新关注者。 [5:52] Ben: 永远不要指望单单一篇媒体报道能从根本上改变公司的增长轨迹。 [5:52] 在前九年中，播客完全不做付费投放，基本维持着每年自然翻倍的节奏。这意味着平均每位老听众在一年内成功向身边一位朋友“安利”并使其留存。 [10:00] Ben: 要提前策划并执行一套公关战略来促成如此量级的报道，在他们看来几乎是不可能的，至少在他们自己的经历中，这种重磅报道从来都不是靠传统公关手段强推出来的。 [10:00] 有家长特地发邮件说，自家 13 岁的孩子唯一的生日愿望，就是带着所有好朋友去现场看 Acquired 的节目录制。 [13:36] David: 如果画一个由“家有幼童”、“疲惫不堪的父母”和“渴望在夏威夷真正获得一丝喘息”构成的韦恩图（Venn diagram），Aulani 完美地击中了中心交集，堪称当下人生阶段最省心、最棒的家庭旅行目的地。 [17:34] David: 在所有团队运动中，几乎没有任何一个位置像四分卫那样独自承载整场比赛的胜负走向。片中展现出的顶级四分卫背后庞大而残酷的心智负荷（mental work）与精神压力令人窒息。 [20:36] David & Ben: J.P. Morgan Payments 团队全情投入、“使出了浑身解数”（pulling out all the stops），不仅场馆冠名与他们息息相关，其团队更是付出了英勇般的超常努力，让 Acquired 团队在这几个月筹备期里仿佛瞬间壮大了三到四倍，双方宛如一体。

[8:28] David: every great success story is idiosyncratic [11:13] Ben: separate prepared minds [13:35] Ben: parent carve-outs [16:44] David: nails the center of that Venn diagram [17:34] David: see better than I can with my own plain eyes [17:34] David: for how long [19:16] Ben: tripled or quadrupled in size

[0:00] hello acquired listeners and happy [0:03] summer David happy summer indeed I feel [0:06] like a kid let out of school I know you [0:09] just got back from Hawaii are you [0:10] feeling refreshed I am feeling as [0:13] refreshed and relaxed as the father of a [0:15] thre month-old and three-year-old can [0:18] possibly be yeah I bet we'll get to that [0:21] in carv outs I'm sure yep listeners we [0:26] after 10e straight of never taking any [0:28] time off of acquired we're doing like 6 [0:31] weeks off over the summer and it turns [0:33] out that doesn't actually mean 6 weeks [0:35] off of work for you and I David it means [0:37] 6 weeks of not making an episode because [0:40] we are putting all of our energy and [0:42] focus into September 10th at the chase [0:45] Center David what are we doing hell yeah [0:49] Chase Center live show in partnership [0:52] with our good friends at JP Morgan [0:54] payments this is going to be as many of [0:57] you have already heard the biggest thing [0:59] that we have ever done this is where the [1:01] Warriors play It's the brand new arena [1:04] in the middle of downtown San Francisco [1:06] and Mark Zuckerberg is going to be there [1:10] with us on stage he's only one of the [1:12] acts that we are planning we've been [1:15] very very busy we're pulling out all the [1:17] stops it's going to be an amazing event [1:20] yeah we'll have some fun surprises for [1:22] everyone that we're not planning to [1:23] share in advance so if you're free [1:26] September 10th or if you can make [1:27] yourselves free be in San Francisco it's [1:29] funny we announced many months ago on [1:31] the show save the date but then we [1:33] actually haven't had an episode since [1:35] tickets have been on sale and so despite [1:37] the fact that we emailed a lot of you [1:39] and we tweeted and we put it in the [1:41] slack David and I were on the phone [1:42] yesterday we were like huh we should [1:43] probably let people who just listen to [1:45] the podcast and don't follow acquired [1:48] anywhere else know about it too so [1:50] acquired. fmsf we really hope to see you [1:53] there our goal is really just to feel [1:55] like the biggest celebration and [1:58] community of like-minded listeners [2:00] possible almost like the Omaha for Tech [2:02] or Omaha on the west coast it's going to [2:04] be great listeners are organizing a [2:07] bunch of events around the show itself [2:10] in the days before and after it's going [2:13] to be really kind of like the Omaha [2:15] weekend so if you want to stay up to [2:17] date on all that look for announcements [2:19] in the slack in the coming weeks yep and [2:22] feel free to plan your own too at the [2:23] end of the day even before announcing [2:25] this on the podcast here there are [2:28] several thousand of you who have bought [2:30] tickets and are coming and so no one [2:32] venue except for the chase Center is [2:34] going to hold us all anyway so if you're [2:35] coming and you want to plan dinners or [2:37] happy hours or company meetups or [2:39] anything please just feel free to take [2:41] the initiative do that post in slack [2:43] we'd love for it to happen the other [2:44] thing we should say here there's two [2:46] ticket prices Allin price it's $100 for [2:50] floor seats which are almost gone at [2:52] this point in time and $50 for [2:55] everywhere else in the arena that's it [2:57] that's all in that includes Ticket [2:59] Master fees [3:00] we're pretty sure this is the cheapest [3:02] event that has ever been put on ticket [3:04] pricewise at the chase Center definitely [3:07] not the cheapest event production budget [3:09] wise but we're really proud of that we [3:11] want this to be open and available and [3:13] accessible to everybody we want as many [3:15] of you there as can make it this is like [3:18] a party that we want to throw for [3:20] everyone yep well David now that we have [3:23] a few minutes here and we're not mid [3:25] episode should we reflect on the last [3:28] few months in acquir land we thought [3:30] listeners would be interested in a [3:32] little bit of a peak behind the scenes [3:34] uh it's been a hell of a ride the last [3:36] couple months [3:38] Ben I don't think I've even really till [3:41] leaving for Hawaii whatever it was 10 [3:42] days ago had a chance to stop and [3:45] reflect on this my second daughter was [3:47] born at the end of April and then the [3:49] Wall Street Journal article about us [3:51] came out I think like two weeks later so [3:53] it's just been a whirlwind yeah it's [3:55] funny it's been one of these things [3:57] people have asked what is the impact [4:00] On The Wall Street Journal profile and [4:03] it's hard to disambiguate the two things [4:06] that happen concurrently that piece [4:09] which is the best encapsulation of what [4:12] acquired is that has ever been published [4:15] there's sort of been two canonical [4:16] pieces David lky's wonderful piece in [4:18] Fast Company last year following the [4:20] production of the Nike episode really [4:22] dives into the making of an episode and [4:24] what that is all about and this one is [4:26] kind of like what is acquired today and [4:28] how did this thing come come to be and [4:31] what happened is when that article came [4:35] out acquir became the number one podcast [4:39] on both Spotify and apple charts in the [4:42] world that is a mindblowing sentence [4:45] that is not something that we ever ever [4:48] thought no would even be remotely within [4:50] the realm of possibility no and what [4:53] that led to is number one has staying [4:55] power because if anybody opens up Apple [4:57] podcast right now and hit the browse tab [4:59] you can very clearly see the number one [5:01] podcast is the one centered on your [5:03] screen that you're curious about [5:05] checking out so all of the goodness that [5:08] came from the wsj piece was then [5:10] massively Amplified over the course of [5:12] weeks and months because we just stayed [5:15] the number one podcast in this [5:16] self-fulfilling prophecy way across both [5:20] giant podcasting platforms so to just [5:23] add some numbers to that because we've [5:25] gotten the question so many times we [5:27] were thinking we should just talk about [5:28] it on air three [5:31] 117,000 new subscribers or followers [5:34] depending on whether you're using apple [5:36] or spotify's parament have followed the [5:39] show since the Wall Street Journal piece [5:42] went live and for context in January [5:46] coming into the year we estimated our [5:49] listener base was about 500,000 people [5:52] it was a major event yes and so David I [5:55] had always sort of been of this belief [5:58] especially when I'm working with with [5:59] startups like don't count on a single [6:01] press article being trajectory changing [6:04] for you that's generally true except [6:06] when it isn't yeah like all the [6:09] companies we cover on the show it's the [6:10] exceptions that prove the rule here it [6:12] was a wonderful piece Ben Cohen who [6:14] wrote it at the journal is a excellent [6:17] journalist I have the utmost respect for [6:19] him he writes the science of success [6:21] column at the journal that this was part [6:23] of it was just one of those lightning in [6:25] a bottle moments I don't know how to [6:28] describe it otherwise yeah so part of [6:31] this is a welcome to all of you who are [6:33] new listeners to the show you know David [6:35] and I have been doing this for close to [6:37] 10 years now the audience has grown [6:40] slowly and it doubled organically every [6:42] year for the first nine years and one [6:45] way to think about that because we don't [6:47] really do paid marketing what that means [6:50] is the whole audience base on average [6:53] told one friend who stuck around and [6:56] listened to the show every year so in [6:58] some sense that's almost nothing to [7:00] write home about but on the other hand [7:01] it actually just kept happening and the [7:03] cool thing is it meant that it built the [7:06] audience base that we really wanted cuz [7:09] everyone personally recommended it to a [7:11] friend rather than having an explosive [7:13] growth moment and so that's why the [7:15] slack is such a wonderful and civil [7:17] place you know it's not like this [7:19] community that sort of showed up out of [7:20] nowhere it's this community that's been [7:22] slowly building organically by inviting [7:24] other people who they know in from The [7:26] Real World over time and then if I could [7:29] say what would be the single best growth [7:31] event if we were going to have a [7:34] outsized external force that brought a [7:36] bunch of audience The Wall Street [7:38] Journal is the exact Right audience to [7:40] join the rest of you I was going to say [7:42] the same thing yeah wsj subscribers are [7:45] among the most well-educated thoughtful [7:47] business people in the world who love [7:50] nning out on this stuff we're delighted [7:52] to have anybody here who just found out [7:53] because you read the wsj totally other [7:56] thing that was just so surprising about [7:58] this hell I used to work at the Wall [8:00] Street Journal a long long time ago [8:02] briefly early in my career so I identify [8:05] with it deeply and love the publication [8:07] and was so glad they were going to cover [8:09] us but I at least have always believed [8:12] that people aren't going to discover [8:14] podcasts by reading about a podcast or [8:16] in another medium if you read about [8:18] something you're probably not going to [8:20] go open up your phone and your podcast [8:23] player and hit subscribe or you're in [8:24] some other modality right but this [8:28] proved us wrong the dirty secret behind [8:30] acquired is every episode is about the [8:32] exception every company we talk about is [8:34] the most extreme outlier I often find [8:37] myself wondering even though we have [8:39] this Playbook and this Lessons Learned [8:41] is the real Playbook that you can't [8:44] learn any lessons because they're such [8:47] extreme outliers you know these big tech [8:49] companies they're all monopolies or near [8:50] monopolies in the largest and most [8:53] profitable markets in the world well [8:55] like no one else's business is that and [8:57] so the lesson you can draw from a cash [9:00] gusher that is extremely difficult to [9:03] disrupt some of the things you can apply [9:05] to building your business but it's much [9:06] more interesting which is of course why [9:08] we do the history and facts to go look [9:10] at them in their first few years of life [9:13] to understand how they catapulted to the [9:15] position rather than trying to learn [9:17] something about the companies as you [9:18] perceive them today it feels like a [9:21] visceral manifestation to you and me of [9:23] this takeaway from all of our episodes [9:26] every great success story is [9:28] idiosyncratic yes you can't plan this [9:31] and they all are their own Journeys it's [9:34] why we can make a four or five hour [9:36] episode about all these different [9:38] companies and it's not just well they [9:40] did the same thing that the other [9:41] companies did yeah part of this takeaway [9:43] for me is it's sort of unclear if and [9:46] what would ever be a larged outsized [9:48] growth event like when you look at our [9:50] chart it's perfectly smooth for almost a [9:53] decade until there's this one point [9:55] where you can see whoa something clearly [9:56] happened and numbers jumped up from May [9:58] to now and I don't know that you can [10:00] ever really plan for those so a PR [10:03] person emailed me how did you pitch that [10:04] piece to the journal and I was just [10:06] laughing like we didn't yeah there's no [10:09] way you could possibly anticipate [10:12] something like this happening and then [10:13] execute a PR strategy to try to make it [10:16] happen maybe other people know [10:18] differently but I've never once seen [10:21] that be the way that things like this [10:23] happen well let's see things we wanted [10:26] to do today chat about the arena show oh [10:29] one other note on that a few people have [10:31] emailed us and said my whole company's [10:33] coming we even had a parent email us and [10:35] say my 13-year-old wants to have his [10:37] birthday party by bringing all of his [10:39] friends to the live show which is the [10:41] coolest thing ever coolest thing ever [10:43] and crazy that's real if you're [10:45] interested in something like that to [10:47] email us hello acquire. FM for big group [10:50] ticket buys and there's a special office [10:52] that we can hook you up with that helps [10:54] deal with that yeah we've had a few [10:56] companies get in touch with us and say I [10:58] did they remote first or they located [11:00] somewhere else like oh we're going to do [11:02] our fall off site as a company in San [11:05] Francisco for the live show which is [11:06] super cool so yes if you want to do [11:08] anything like that hello at acquired. FM [11:11] we'll make it happen we'd love to have [11:12] you here yep the other thing that we [11:15] wanted to do we've got one more sort of [11:17] announcement on show structure and then [11:19] carve outs so the show structure thing [11:21] is as you may have guessed or observed [11:26] the thing that makes acquired episodes [11:29] unique is the format of David and I [11:34] sitting down doing the hundreds of hours [11:36] of research coming together with [11:38] separate prepared Minds with separate [11:41] understandings of the history and with [11:43] separate beliefs about what made this [11:45] business work and then doing our 4-Hour [11:48] format to tell the story and unpack why [11:51] the business worked and that's very [11:54] different than an interview show where [11:56] you have a great guest on where [11:58] everybody knows their name and you [11:59] interview them and then you say so long [12:01] folks and you sign off there are many of [12:03] those shows and there are many excellent [12:06] excellent of those shows occasionally we [12:09] do have the opportunity to interview [12:11] someone like Jensen like Charlie like [12:14] Dar from Uber where we have covered the [12:16] business in the past or perhaps someone [12:18] like Howard Schultz is willing to spend [12:20] the five six hours with us that it takes [12:22] to do our standard format with them [12:25] present but what we've basically done is [12:27] we've decided that the main show [12:29] with few exceptions is for doing our [12:32] core 4our format of David and I together [12:35] occasionally we will follow that up with [12:37] an interview with the protagonist after [12:39] we've had a chance to really do our [12:40] thing but that kind of leaves us with a [12:43] whole bunch of opportunity to do great [12:45] interviews but just that are not quite [12:48] Acquired and so aq2 has really become [12:51] the place where we're doing all of that [12:52] now and so if you like interviews like [12:55] the one we did with the synopsis founder [12:57] and the synopsis CEO to kind of do a [12:59] deep dive on the state of semis today or [13:02] the next one we have coming out is an [13:03] interview with Joe Montana who managed [13:05] to shift from being one of the best [13:06] football players of all time you know [13:08] many time Super Bowl MVP to a really [13:11] excellent venture capitalist to an [13:13] exceptional investor yes yeah and we've [13:16] got several other public company CEOs [13:19] lined up that we're going to be doing on [13:21] aq2 soon so well David and I are taking [13:23] some time to breathe prep for the arena [13:26] show if you're feeling like you want to [13:28] experience some more required and you've [13:29] already gone through the back catalog [13:31] aq2 is the place to tune in for those as [13:33] they come out indeed all right to bring [13:36] us home here for our little summer [13:39] session carv outs car outs Ben we were [13:42] about to hit record and you stopped and [13:44] you said wait a minute I got to walk [13:45] around my house I am so excited to hear [13:47] what you came back to us with all right [13:49] so we may have to start doing this on [13:51] the show or we may hear a Revolt if we [13:54] start doing this I don't know now that [13:55] you and I both have small children [13:57] there's like a whole second C atory of [13:59] goods that are parent related baby carve [14:02] outs yeah parent carve outs so I'll do [14:05] my parent carve out first on the holiday [14:08] special I gave two stroller [14:09] recommendations so in keeping with [14:11] tradition I'm doing a third stroller [14:14] recommendation my father's day gift it [14:16] was the most bed Gilbert thing ever I [14:17] love it wait was your father's day gift [14:20] a stroller it [14:22] was it was a running stroller yes cuz it [14:26] kind of perfectly aligned with my son [14:28] turning 6 months old [14:29] which is when it's reasonably safe for [14:31] them to be in a running stroller and I [14:34] will tell you he loves it running [14:36] through the park near our house trees [14:38] whizzing by whether it's wake time or [14:40] nap time it's great I get the miles in [14:43] I've been ramping up by running again [14:45] which is you know now that I have a [14:47] 9-month-old a thing you can kind of [14:48] start doing again but the Tuli or thuli [14:52] I don't exactly know how to pronounce it [14:54] I never know how to pronounce it yeah [14:56] thle I'm going to mess it up with my [14:58] American but I think it's colloquially [14:59] referred to in America as Tuli T hu l e [15:02] is the brand right yes the urban Glide 3 [15:06] is excellent and I highly recommend it [15:08] to anyone who is thinking about running [15:10] with a small child it's funny I never [15:13] got into the running stroller Running [15:16] With Children thing I think I would [15:18] really enjoy it but it's so hilly here [15:20] in San Francisco yeah I can't imagine [15:22] pushing that thing up you know yeah I've [15:24] been more in carrier mode and then doing [15:27] hikes with the baby the carrier which [15:30] I'm now back in that world with baby [15:32] number two here well okay great we'll [15:34] trade off you did your parent carve out [15:37] I'm going to do my parent carve out then [15:38] I'll kick it back to you so mine [15:40] actually is what you started the show [15:42] off with was my time in Hawaii so our [15:46] second daughter just turned 3 months old [15:48] we wanted to do a family vacation while [15:50] we're having this little acquired Hiatus [15:52] and before Jenny goes back to work and [15:55] we were thinking what could we possibly [15:57] do with like a year old and a [15:59] 3-month-old in to that is going to be [16:02] the least bit enjoyable or relaxing as a [16:05] family vacation and we scoured the earth [16:09] and the best idea that we came up with [16:12] was the Disney Resort in Hawaii and it [16:16] was awesome let me tell you this place [16:17] it's called Alani it was perfect so it [16:21] is not the nicest Resort it is not a [16:24] Disney park there's no like rides or [16:26] stuff you know as far as Disney goes [16:28] it's actually fairly light touch so it's [16:30] not the best Disney Experience it's not [16:32] the prettiest beach but you are really [16:34] selling it it is not spiky in any [16:38] category but the VIN diagram of needs of [16:41] like you have a young family you are a [16:44] harried parent you want something like a [16:47] Hawaii vacation where you can have some [16:50] hope of getting a little bit of [16:52] relaxation in and everyone will have a [16:55] good enough time like man it Nails the [16:59] Center of that V diagram it was truly [17:02] like the very best trip we could have [17:04] done at this stage in our lives that is [17:07] great to know highly highly recommend [17:09] for anybody in the same life phase [17:11] although there were people of families [17:13] of All Phases there there weren't many [17:15] non-families there I will say but there [17:18] were big family reunions happening there [17:20] were parents with pre-teens there were [17:22] parents with teens I was like a little [17:24] surprised by that but I mean hey who [17:26] doesn't love Disney and who doesn't love [17:27] Hawaii yeah I highly highly highly [17:30] recommended especially with young [17:32] children all right great to know all [17:34] right my adults carve out I don't [17:38] know my uh carve out that anyone can [17:41] appreciate is a sunglasses brand called [17:44] meler m e l l e r when I was at my [17:47] buddy's wedding in C earlier this summer [17:51] and I was out walking around the shops [17:52] and I forgot my sunglasses because I [17:53] left super early in the morning and I [17:55] just grabbed these because they were at [17:57] the store and I was like oh those look [17:58] pretty cool they are the highest quality [18:01] lenses that I have ever had in a pair of [18:04] sunglasses and maybe it's because I just [18:06] always buy cheap throwaway sunglasses [18:08] cuz I lose them all the time but 59 [18:10] bucks polarized it's the type of lens [18:14] where you put them on and you can see [18:16] things that are further away clearer [18:19] normally when you put some form of glass [18:20] in front of your eye it distorts a [18:22] little bit yeah right it's not going to [18:24] get any better than your own clear [18:26] eyesight but I noticed that I put these [18:28] on and I can suddenly see better than I [18:31] can with my own plain eyes so wow I'm [18:33] like now a loyalist M M sunglasses is it [18:37] a SLR leaa brand or is it an indie [18:40] that's a great question I mean my [18:42] general answer when anyone asks is that [18:44] SLR luoa would be yes of course it is [18:46] just because it's the default answer for [18:48] all the brands you know it's a safe bet [18:50] yeah you know Ray bands and Oakley and [18:52] everything but I don't think so well [18:54] speaking of I am intentionally wearing [18:57] my rayb band metas here to prepare I see [18:59] you are I especially enjoyed these in [19:01] Hawaii they were great yeah they look [19:04] great but no I don't think unless my [19:07] quick Google was wrong that I think [19:09] Miller is not SLR L Exotica independent [19:12] wow wow the question is for how long [19:16] well to bring home on our summer [19:18] carveout theme my carve outs for [19:21] everyone are it's summertime which means [19:25] sadly no NFL but with the little baby I [19:29] finally got around to watching the [19:31] Netflix quarterback series from last [19:33] year and then the new receiver series [19:37] they're so good I love them both the [19:39] quarterback series especially there's no [19:43] other position in sports or at least [19:46] sports that I am familiar with that are [19:49] like large team sports where so much of [19:51] the game hinges on that one person just [19:54] following like the amount of mental work [19:56] that goes into being an Elite NFL [19:59] quarterback and then just the pressure [20:01] that these guys are under is so immense [20:05] receiver was funny too like I enjoyed [20:07] receiver almost equally as much but it's [20:10] so funny to watch the difference between [20:13] the preparation and the pressure that [20:14] the quarterbacks are under versus what [20:16] the receivers are doing very very [20:20] different Stakes although they are [20:22] obviously the receiving end of what the [20:24] quarterbacks are throwing all right on [20:26] my list well with that listeners thank [20:29] you for tuning in to our Ben and David [20:31] randomly hop on a call and you get to [20:33] listen summer mini episode here we [20:37] really hope to see you September 10th in [20:38] San Francisco we're going to have a [20:40] blast Mark Zuckerberg and other special [20:43] guests will be there and yeah feel free [20:46] to organize any meetups lunches dinners [20:48] anything you'd like in the acquired [20:49] slack acquired. FMS slack and tickets [20:53] are available now at acquired. [20:56] fmsf a huge thank you to our friends at [20:58] JP Morgan payments for just pulling out [21:01] all the stops their team is so awesome [21:05] it's like the acquired team has tripled [21:07] or quadrupled in size for a few months [21:09] here while we all do this together it [21:11] really does feel like we are one yeah [21:13] it's not just that their name is on the [21:15] building which it is but they are [21:18] performing a heroic amount of work and [21:21] effort to make this hopefully the best [21:23] live event that you've ever been to and [21:25] we cannot wait yep all right right with [21:29] that listeners thank you and we'll see [21:31] you next time we'll see you in September [21:33] who got the [21:35] truth is it you is it you is it you who [21:39] got the truth now huh [21:42] [Music]