![]() I'm Ben Gilbert and I'm the co-founder and managing director of Seattle-based Pioneer Square Labs and our venture fund, PSL Ventures.ĭavid: I'm David Rosenthal and I am an angel investor based in San Francisco.īen: We are your hosts. ![]() Thank you as well to Wilson Sonsini - You can learn more about WSGR at: īen: Welcome to season 10 episode 6 of Acquired, the podcast about great technology companies and the stories and playbooks about them.Thanks to Silicon Valley Bank for being our banner sponsor for Acquired Season 6.We have five honorable mentions that didn’t make our Top Ten list. ![]() It is obviously subject to change going forward from both future and past acquisition performance, as well as fluctuating stock prices. This ranking represents a point in time in history, March 2, 2020.If we made an assumption not disclosed by the parent company, we linked to the source of the reported assumption. All underlying assumptions are based on public financial disclosures unless stated otherwise.We recognize this analysis is flawed (cashflow/profit multiples are better, at least for mature companies), but given the opacity of most companies’ business unit reporting, this was the only way to apply a consistent and straightforward approach to each deal. If you have any examples you think we missed ping us on Slack or email at: We used revenue multiples to estimate the current value of the acquired company, multiplying its current estimated revenue by the market cap-to-revenue multiple of the parent company’s stock. We considered all historical acquisitions - not just technology companies - but may have overlooked some in areas that we know less well.Naspers’ investment in Tencent and Softbank/Yahoo’s investment in Alibaba are disqualified for this reason. In order to count for our list, acquisitions must be at least a majority stake in the target company (otherwise it’s just an investment).You should do your own research and make your own independent decisions when considering any financial transactions. This podcast is not investment advice, and is intended for informational and entertainment purposes only. Note: Acquired hosts and guests may hold assets discussed in this episode. The Expanse short story collection, Memory's Legion.Ben Thompson’s great Stratechery interview with Jensen.Thank you as well to Vouch and to SoftBank Latin America! .Everyone in the Acquired community can get 10% off using this link. You might say they’re like the “AWS of security and compliance”. Thank you to our presenting sponsor for all of Season 10, Vanta! Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes.If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!). PSA: We’re doing an ARENA SHOW!! May 4th, 2022 in Seattle (Star Wars day). A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that’s happened in the decade since. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. Or so most rational observers of the company thought. ![]() The Complete History & Strategy of NVIDIA: Part 2 īy 2012, NVIDIA was on a decade-long road to nowhere.
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