Acquired Briefing

Jensen Huang

Nvidia Cofounder & CEO Jensen Huang gives his perspective on building a trillion dollar company.

Nov 6 • 

Kyle Westaway

1

1

October 2025

Trader Joe's

How on earth did a company that breaks every rule of modern retail build the most beloved grocery chain in America?

Oct 28 • 

Kyle Westaway

7

1

3

TSMC (Remastered)

The unbelievable and unlikely history behind the quietest technology giant of them all: the Taiwan Semiconductor Manufacturing Company.

Oct 23 • 

Kyle Westaway

1

1

Charlie Munger

Ben and David sit down with the legendary Charlie Munger months before his death in the only dedicated longform podcast interview that he has done in…

Oct 16 • 

Kyle Westaway

2

Costco

This isn’t a tricky business. We just tried to sell high quality merchandise at a lower cost than everybody else.

Oct 9 • 

Kyle Westaway

2

2

Google III (2015 - 2025)

This is the story of how the world’s greatest business faces its greatest test: can they disrupt themselves without losing their $140B annual…

Oct 6 • 

Kyle Westaway

1

Renaissance Technologies

Renaissance Technologies is the best performing investment firm of all time. $1,000 invested in their flagship Medallion fund in 1988 would have…

Oct 2 • 

Kyle Westaway

1

September 2025

Novo Nordisk (Ozempic)

This company has it all: a 100+ year history filled with Nobel Prizes, bitter rivalries, breakthrough innovation, lone voices persevering against all…

Sep 25 • 

Kyle Westaway

1

Visa

A huge portion of the world’s population uses their products on a daily basis (you might say Visa is… everywhere people want to be), but very few know…

Sep 18 • 

Kyle Westaway

3

2

Nike

Nike — it’s perhaps the most iconic and most prolific brand of the modern era. On any given day, swooshes adorn the feet of more people on earth than…

Sep 11 • 

Kyle Westaway

3

Nintendo II (1990-2023)

The epic story of Nintendo’s fall from grace and journey back to the top.

Sep 4 • 

Kyle Westaway

1

August 2025

Alphabet (2004-2015)

The parade of hits. In this era Google built seven (!) more billion+ user products: Gmail, Maps, Drive and Docs, YouTube, Chrome, Android, and Photos.

Aug 27 • 

Kyle Westaway

3