Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business
Acquired4 Apr 2023

Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business

7 Powers author Hamilton Helmer and his Strategy Capital colleague Chenyi Shi join us again to discuss their latest research on a topic that’s highly relevant to the recent Acquired canon: how to build a second business line. This incredibly important “transforming” question faces every great company who has achieved initial product success (as well as their investors). Do we continue solely along the established path, or do we attempt to grow new branches on the tree? Some companies grow new businesses with tremendous success — Amazon and AWS, Nintendo and video games, Nvidia and CUDA — yet many others fail miserably. For the first time Hamilton and Chenyi share their research-based playbook on how companies should approach this decision and choose wisely. Tune in!

Sponsors:

WorkOS: https://bit.ly/workos25
Sentry: https://bit.ly/acquiredsentry
ServiceNow: https://bit.ly/acquiredsn


More Acquired!:

© Copyright 2015-2025 ACQ, LLC


Link to Hamilton's 2-Axis Chart

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.

Episoder(206)

Episode 5: Siri

Episode 5: Siri

In the last episode of 2015, Ben and David discuss Apple's acquisition of Siri. Notable topics include: The founding of Siri by Dag Kittlau, Adam Cheyer, and Chris Brigham.Scott Forstall on the Apple side, and the end of his time at the company.The other Apple acquisitions around Siri, including Topsy, Novauris Technologies, OttoCat.Cue, Spotsetter, VocalIQ, and Perceptio.The team Apple built around Siri post-acquisition, including Alex Acero from Microsoft Research.Speculation on the future of voice and its role in everyday computing.Sponsors:WorkOS: https://bit.ly/workos25Sentry: https://bit.ly/acquiredsentryServiceNow: https://bit.ly/acquiredsnMore Acquired!:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2025 ACQ, LLC

14 Des 201545min

Episode 4: Bungie (with Xbox Co-Founder Ed Fries)

Episode 4: Bungie (with Xbox Co-Founder Ed Fries)

Ben and David are joined by Former Microsoft VP and Co-Founder of Xbox, Ed Fries, to discuss the Bungie acquisition and the development of Halo. Highlights include: Ed’s call with Steve Jobs after the acquisition, and sharing the stage with Steve and Bungie Co-Founder Alex Seropian at the Macworld Keynote.Bungie today, and the unlikely path to get there led by Harold Ryan.How to find something that all parties want to get a deal done, the creation Peter Tamte’s spin-out Mac gaming studio, and orchestrating the division of current Bungie projects and assets with Take-Two, led by Ryan Brandt.Saving a project that’s off schedule and missing the mark, and how Jason Jones led the effort to make Halo 2 a hit at launch.Sponsors:WorkOS: https://bit.ly/workos25Sentry: https://bit.ly/acquiredsentryServiceNow: https://bit.ly/acquiredsnMore Acquired!:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2025 ACQ, LLC

30 Nov 20151h 8min

Episode 3: Twitch

Episode 3: Twitch

Ben and David discuss Amazon's acquisition of Twitch in 2014. Unlike previous episodes, this recent acquisition still has a lot of open questions, and Amazon hasn't publicly reported growth of Twitch since the purchase. Ben and David talk about Justin Kan's original product with Justin.tv, and the transformation into the Twitch that Emmett Shear is running today.Sponsors:WorkOS: https://bit.ly/workos25Sentry: https://bit.ly/acquiredsentryServiceNow: https://bit.ly/acquiredsnMore Acquired!:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2025 ACQ, LLC

16 Nov 201554min

Episode 2: Instagram

Episode 2: Instagram

Ben and David discuss Facebook's acquisition of Instagram in 2012. Was it a success? If so, what are the criteria that made it work? What lessons can be learned for other acquisitions in the future?Sponsors:WorkOS: https://bit.ly/workos25Sentry: https://bit.ly/acquiredsentryServiceNow: https://bit.ly/acquiredsnMore Acquired!:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2025 ACQ, LLC

1 Nov 201543min

Episode 1: Pixar

Episode 1: Pixar

Ben and David discuss Disney's acquisition of Pixar in 2006. Was it a success? If so, what are the criteria that made it work? What lessons can be learned for other acquisitions in the future?Sponsors:WorkOS: https://bit.ly/workos25Sentry: https://bit.ly/acquiredsentryServiceNow: https://bit.ly/acquiredsnMore Acquired!:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2025 ACQ, LLC

15 Okt 201538min

Trailer: What is Acquired?

Trailer: What is Acquired?

Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them. The episodes are deep and heavily-researched, uncovering the full histories behind household names you thought you already knew like Rolex, Amazon, Starbucks, or NVIDIA. Enjoy!

1 Okt 20152min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
tid-er-penger-en-podcast-med-peter-warren
pengepodden-2
finansredaksjonen
utbytte
morgenkaffen-med-finansavisen
rss-sunn-okonomi
livet-pa-veien-med-jan-erik-larssen
aksjesladder
stormkast-med-valebrokk-stordalen
stinn-av-gryn
lederpodden
pengesnakk
rss-impressions-2
aksjepodden
rss-investering-gjort-enkelt