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Acquired
Deep company histories that reconstruct strategy, ownership, competition, unit economics, and the decisions behind enduring businesses.
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20 EPISODESENTRACKED SHOW
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Google Part II: Alphabet (Audio)
Google’s search windfall funded Gmail, Maps, Docs, YouTube, Chrome, and Android, transforming apparent distraction into a defense against Microsoft, Apple, and rival platforms.YouTube’s $1.65 billion acquisition became an A+ asset generating over $50 billion in 2024 revenue, while Chrome and Android protected distribution; Alphabet still depends heavily on search and must convert its assembled AI talent into durable growth.