Acquired Briefing

Lockheed Martin

How a government defense contractor played a key role in winning the Cold War and launching Silicon Valley.

Apr 2 • Kyle Westaway

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March 2026

Dara Khosrowshahi

Uber CEO Dara Khosrowshahi discuss how the Uber CEO search process ACTUALLY went down, his relationship with Barry Diller and what's happening now at…

Mar 26 • Kyle Westaway

3

Epic Systems

Epic Systems, the healthcare software company, isn’t “just” an electronic medical record, or an online patient portal, it's a hospitals central nervous…

Mar 19 • Kyle Westaway

The Steve Ballmer Interview

Steve takes us point-by-point through the original IBM DOS deal that started everything, how he built Microsoft's enterprise business from scratch, and…

Mar 12 • Kyle Westaway

1

F1

The story of how a chaotic, deadly, and gloriously dysfunctional European racing series became one of the greatest business stories in sports.

Mar 3 • Kyle Westaway

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February 2026

Starbucks (with Howard Shultz)

With nearly half a billion customer purchases per week across its stores and 3rd party retail channels, a significant portion of the human population…

Feb 26 • Kyle Westaway

1

Microsoft II (1995-2014)

In 1999, Microsoft became the most valuable company in the world. And in 2019, Microsoft became the most valuable company in the world, again. But… what…

Feb 19 • Kyle Westaway

1

Microsoft I (1975 - 1995)

The company that put a computer on every desk, invented the software business model, completely dominated every conceivable competitor and is still the…

Feb 12 • Kyle Westaway

1

The NFL (2026 Update)

The history of the NFL mirrors America’s own development: scrappy small-town teams rode the successive growth waves to become the most successful sports…

Feb 5 • Kyle Westaway

January 2026

Porsche

Porsche is both quality AND quantity, owning the most prestigious brand in its market, while at the same time churning out almost half a million…

Jan 29 • Kyle Westaway

2

Mars Inc.

M&M’s, Snickers, Milky Way, Double Mint, Ben’s Rice, Pedigree, Whiskas, VCA, Banfield… all the brands you know, owned by the company you know nothing…

Jan 22 • Kyle Westaway

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IKEA

This episode is flat-packed with counterintuitive lessons about how this folksy mail order business from the Swedish countryside came into your living…

Jan 15 • Kyle Westaway

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