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▶ 127:33 · $CRUSOE · Acquired hosts back Crusoe: AI-native cloud compressing data center buildout to one year
episode briefing
Acquired

The NFL: How small-town teams became America's most valuable sports empire (Audio)

2026-01-27 · 2 company · 3 thematic
sentiment
2 bull0 bear0 neu
speakers
david rosenthal

Co-host of Acquired, focusing on company histories and strategic analysis. Former investment banker with media/tech coverage. Co-leads Acquired's research on NFL, NBA, IPL and sports betting dynamics.

ben gilbert

Co-host of Acquired, a podcast analyzing great companies' histories and playbooks. Leads research on sports business models, media rights, and technology investing. Involved in Acquired's LP program and early-stage investments.

quote
“Many listeners will recognize that name since we have been longtime fans and partners and investors”
—ben gilbert
now playing · $CRUSOE
$SIERRAbullish· high· posdavid rosenthal
Acquired hosts invest in Sierra: AI customer service platform scaling with outcomes-based pricing
Sierra's conversational AI agents handle complex customer interactions across channels with outcomes-based pricing, serving Fortune 1000 companies like ADT, Ramp, and Redfin while…
$CRUSOEbullish· high· posben gilbert
Acquired hosts back Crusoe: AI-native cloud compressing data center buildout to one year
Crusoe builds and operates massive AI data centers (45GW pipeline) with a 1-year deployment cycle vs 7-year industry average, powering OpenAI via Oracle at Project Stargate and of…