Berkshire Hathaway Part III

伯克希尔哈撒韦第三部分

Acquired

商务

2021-06-07

2 小时 56 分钟
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单集简介 ...

It's time. We wrap our Berkshire Hathaway trilogy with Warren and Charlie entering a new era: the age of the internet. Can they and Berkshire adapt to this brave new world? We find out. And, after 9+ hours, we render our final judgments on Berkshire and Warren's career. Is "Never bet against America" still the right longterm approach? Or is there another, even bigger Snowball out there that Warren may be missing?  Sponsors:ServiceNow: https://bit.ly/acqsnaiagentsHuntress: https://bit.ly/acqhuntressVanta: https://bit.ly/acquiredvanta More Acquired!: Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!The Berkshire Hathaway Playbook is available on our website at https://www.acquired.fm/episodes/berkshire-hathaway-part-iii Links: Bill Gates 1996 Wired interview: https://youtu.be/VFFlO7yBIBM?t=1056Jeff Bezos's 2008 AWS == electricity talk at YC Startup School: https://www.youtube.com/watch?v=6nKfFHuouzACharlie's 2021 Shareholder Meeting "slip-up": https://www.youtube.com/watch?v=6gyqElEG6Uo Carve Outs: Common Stocks and Uncommon Profits:  https://www.amazon.com/Common-Stocks-Uncommon-Profits-Writings/dp/0471445509Xbox Game Pass: http://xbox.com/gamepassGoodfellas: https://www.imdb.com/title/tt0099685/The Goodfellas soundtrack: https://open.spotify.com/playlist/0xVpgEngjrg6FOw5vEFHRp
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  • I'm going with just water as my beverage this time.

  • And no peanut brittle.

  • Oh, did you have a little heart attack last time after all that sugar?

  • Yeah, I think you could hear it in my voice.

  • I think I was a little manic.

  • I am going with a vitamin water zero because we are going to need the electrolytes for this marathon.

  • Is vitamin water owned by Coca Cola, Baby Coke?

  • That's right.

  • I was on my run this morning and I was listening to the Adam Mead book that I referenced and I ran by Berkshire Hathaway Properties, house for sale.

  • And I was just like, it's pretty hard to go through your day without using a Berkshire product or service.

  • I'm so excited.

  • I literally woke up in the middle of the night last night and couldn't go back to sleep.

  • I was so excited.

  • Really?

  • Yeah.

  • I love it.

  • Welcome.

  • Welcome to season eight, episode seven of Acquired, the podcast about great technology companies and the stories and playbooks behind them.

  • I'm Ben Gilbert and I am the co founder and managing director of Seattle based Pioneer Square Labs and our venture fund, PSL Ventures.

  • And I'm David Rosenthal and I am an angel investor based in San Francisco.