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!
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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.
The Outsiders Book Club Discussion with author Will Thorndike
Primer on SPACs with Kevin Hartz and Troy Steckenrider of A* and AONE
Recording -- 7 Powers Book Club Discussion with Hamilton Helmer
VC Fundamentals Part 2: Investment Decision Making
Arming the Restaurant Rebels with Tock CEO Nick Kokonas
VC Fundamentals: Consumer Investing Master Class with Sarah Tavel, General Partner at Benchmark
VC Fundamentals Part 1: Sourcing
Pricing: everything you always wanted to know but were afraid to ask, with ProfitWell CEO Patrick Campbell
High-performance Hiring & Interviewing with former Amazon Worldwide GM of Prime Membership, Anna Collins
The Jason Calacanis Special (cont.)
Adapting: Mystery - How to Grow When Your Original Business Goes to Zero (with cofounders Shane Kovalsky & Vince Coppola)
Everything you need to know about Pre-Seed (with Charles Hudson of Precursor Ventures)
Remote Work, No-Code, and Products that Sell Themselves (w/ Zapier CEO Wade Foster)
Reverse Interview: Acquired Strategy, with Nathan Baschez of Divinations (& former Gimlet Media + Substack)
Star Wars: The Rise of Skywalker (with Chetan Puttagunta, General Partner at Benchmark)
Cameo CEO Steven Galanis on building the first non-advertising driven social media company (at least in the US!)
Building Webflow, and the No-Code Movement (with Vlad Magdalin, Co-Founder and CEO)
Early Stage and Enterprise Investing (with Chetan Puttagunta, General Partner at Benchmark)
Chewse CEO Tracy Lawrence on growing both as a company and a founder
Marketplaces Deep Dive with Ramesh Johari
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