Acquired
Ben Gilbert and David Rosenthal
"Acquired," hosted by Ben Gilbert and David Rosenthal, is a unique podcast that delves into the world of technology acquisitions and business growth. With a keen eye on the tech landscape, Gilbert and Rosenthal dissect major deals and the movements of industry giants, offering listeners an in-depth analysis of business strategies and the tech ecosystem's evolution. Their discussions not only uncover the financial and strategic aspects of acquisitions but also shed light on the entrepreneurial spirit and innovation driving the sector. Through engaging storytelling and expert interviews, "Acquired" brings to life the stories behind pivotal business decisions and market disruptions. The podcast serves as an essential resource for anyone interested in the intricacies of business development, from budding entrepreneurs to seasoned investors. Each episode is a journey through the history and impact of major tech players and the hidden gems of the business world, making complex concepts accessible and entertaining.
Episodes
Microsoft
Ben Gilbert and David Rosenthal delve deep into Microsoft's story, beginning with the early life of Bill Gates and his co-founder Paul Allen. They discuss the duo's initial foray into the world of computing at Lakeside School and their first business venture, Traf-O-Data. The narrative then shifts to the pivotal year of 1975, when Microsoft was officially formed to develop software for the first microcomputers. The episode highlights Microsoft's early struggles with software piracy and its innovative strategy to secure software licenses directly with PC manufacturers, setting the stage for its future dominance. The hosts also touch on significant events like Microsoft's partnership with IBM and the subsequent launch of Windows, illustrating how these moves cemented Microsoft's place in tech history.
Renaissance Technologies
The episode delves into the origins and journey of Renaissance Technologies (Rentec), highlighting its unique position in the investment world. Founded by Jim Simons, a former code breaker and mathematician, Rentec is distinguished for its secretive nature and outstanding performance, generating 66% annual returns before fees. Unlike traditional investment firms, Rentec employs a staff of scientists and mathematicians, focusing on algorithmic trading without regard to the actual companies behind the stocks. Its flagship Medallion Fund, exclusively for firm partners, represents a departure from standard investment strategies, leveraging complex mathematical models and data analysis to achieve unparalleled success. The narrative unfolds Rentec's evolution from an experimental trading endeavor into a leading hedge fund, emphasizing its innovative approach and the intellectual prowess of its team.