Acquired โดย Ben Gilbert and David Rosenthal
Ben Gilbert and David Rosenthal
หมวดหมู่: เทคโนโลยี
ฟังตอนสุดท้าย:
IKEA may be the most singular company we’ve ever studied on Acquired. They’re a globally scaled, $50B annual revenue company with no direct competitors — yet have only ~5% market share. They’re one of the largest retailers in the world — yet sell only their own products. They generate a few billion in free cash flow every year — yet have no shareholders. And oh yeah, they also sell hot dogs cheaper than Costco! (Sort of.)
Tune in for an episode flat-packed with counterintuitive lessons about how this folksy mail order business from the Swedish countryside came into your living rooms (and bedrooms and dining rooms and kitchens and bathrooms and patios and garages and backyards) all over the globe!
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Many thanks to our fantastic Fall ‘24 Season partners:
Links:
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- The Testament of a Furniture Dealer
- Our past episodes on Costco, Walmart, Amazon, LVMH and Hermès
- Worldly Partners Multi-Decade IKEA Study
- Episode sources
Carve Outs:
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© Copyright 2024 ACQ, LLC
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.
ตอนก่อนหน้า
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320 - IKEA Sun, 17 Nov 2024
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319 - Meta Sun, 27 Oct 2024
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318 - Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) Sun, 29 Sep 2024
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317 - The Mark Zuckerberg Interview Tue, 17 Sep 2024
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316 - Chase Center + Summer Update Thu, 08 Aug 2024
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315 - Microsoft Volume II Sun, 21 Jul 2024
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314 - Starbucks (with Howard Schultz) Mon, 03 Jun 2024
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313 - Episode 44: AOL - Time Warner (with the Internet History Podcast) Sun, 17 Sep 2017
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312 - Microsoft Volume I Sun, 21 Apr 2024
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311 - Renaissance Technologies Sun, 17 Mar 2024
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310 - Hermès Mon, 19 Feb 2024
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309 - Novo Nordisk (Ozempic) Sun, 21 Jan 2024
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308 - Holiday Special 2023 Sun, 17 Dec 2023
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307 - Visa Sun, 26 Nov 2023
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306 - Charlie Munger Sun, 29 Oct 2023
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305 - NVIDIA CEO Jensen Huang Sun, 15 Oct 2023
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304 - Nvidia Part III: The Dawn of the AI Era (2022-2023) Tue, 05 Sep 2023
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303 - Costco Sun, 20 Aug 2023
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302 - Nike Mon, 24 Jul 2023
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301 - Porsche (with Doug DeMuro) Mon, 26 Jun 2023
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300 - Uber CEO Dara Khosrowshahi Mon, 12 Jun 2023
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299 - Lockheed Martin Mon, 29 May 2023
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298 - Spotify CEO Daniel Ek Wed, 17 May 2023
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297 - Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming Tue, 25 Apr 2023
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296 - Short: The Death of Sega Mon, 17 Apr 2023
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295 - Nintendo: The Console Wars Tue, 11 Apr 2023
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294 - Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business Mon, 03 Apr 2023
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293 - Sessions: David Senra (Founders Podcast) Wed, 29 Mar 2023
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292 - Nintendo's Origins Wed, 15 Mar 2023
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291 - LVMH Tue, 21 Feb 2023
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290 - The NFL Wed, 25 Jan 2023
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289 - Holiday Special 2022 Sun, 18 Dec 2022
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288 - Stratechery (with Ben Thompson) Mon, 05 Dec 2022
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287 - Enron Mon, 28 Nov 2022
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286 - Qualcomm Mon, 14 Nov 2022
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285 - Benchmark Part II: The Dinner Mon, 17 Oct 2022
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284 - ACQ Sessions: Jason Calacanis Tue, 04 Oct 2022
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283 - Benchmark Part I Tue, 27 Sep 2022
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282 - Amazon Web Services Mon, 05 Sep 2022
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281 - Howard Marks & Andrew Marks: Something of Value Mon, 29 Aug 2022
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280 - Amazon.com Tue, 16 Aug 2022
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279 - From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez) Mon, 01 Aug 2022
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278 - Walmart Mon, 18 Jul 2022
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277 - The Playbook: Lessons from 200+ Company Stories Sun, 19 Jun 2022
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276 - American Dynamism (with Katherine Boyle) Sun, 05 Jun 2022
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275 - Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) Thu, 19 May 2022
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274 - Arena Show Part II: Brooks Running (with CEO Jim Weber) Sun, 15 May 2022
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273 - Arena Show Part I: Idea Dinner + YC Continuity Thu, 12 May 2022
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272 - Nvidia Part II: The Machine Learning Company (2006-2022) Wed, 20 Apr 2022
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271 - Platforms and Power (with Hamilton Helmer and Chenyi Shi) Tue, 05 Apr 2022