Portfolio construction, Sequoia's transition & Fast with Acquired.FM + The Dropout: This Week in Streaming with Lon Harris | E1429

First, Ben Gilbert and David Rosenthal from Acquired join Jason to talk portfolio construction (13:41), Roelof Botha succeeding Doug Leone at Sequoia (30:58), and to debate the takeaway from Fast's demise (52:22). Then Lon Harris from Inside Streaming joins to discuss the final two episodes of The Dropout (1:24:16)! (00:00) Jason intros today’s show (1:31) Catching up w/ the http://acquired.fm guys: David Rosenthal and Ben Gilbert (12:25) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON (13:41) Ben on investing in tech (21:39) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (22:46) How David thinks about his capital allocation (29:41) Notion - Get started for free at https://notion.com/thisweekinstartups (30:58) Talking about Doug Leone’s retirement (52:22) Talking about the elephant in the room: Fast.co shutdown (1:24:16) Talking with Lon Harris about the finale of “The Dropout” Check out Acquired: https://www.acquired.fm FOLLOW Acquired: https://twitter.com/gilbert https://twitter.com/djrosent https://twitter.com/AcquiredFM FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood