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Acquired

Coca-Cola

24 Nov 2025

Transcription

Full Episode

0.031 - 12.884 Ben Gilbert

David, I cannot believe we're about to do a four-hour podcast on syrup, sugar, and water. I mean, that's the entire business is just syrup, sugar, and water combined. And it's a $300 billion company.

0

13.525 - 20.873 David Rosenthal

Well, Ben, you know what I'm going to say to you in response to that. Do you want to sell sugar water for the rest of your life? Or do you want to come with me and change the world?

0

21.353 - 23.455 Ben Gilbert

Ooh, save it, David. Save it.

0

24.817 - 41.023 Unknown

Who got the truth? Is it you? Is it you? Is it you? Who got the truth now? Is it you? Is it you? Is it you? Sit me down. Say it straight. Another story on the way. Who got the truth?

0

41.459 - 64.27 Ben Gilbert

Welcome to the fall 2025 season of Acquired, the podcast about great companies and the stories and playbooks behind them. I'm Ben Gilbert. I'm David Rosenthal. And we are your hosts. Charlie Munger has a famous thought experiment. It's the 1880s. You want to build a company from scratch that eventually becomes worth $2 trillion, starting with just $2 million.

64.79 - 69.476 Ben Gilbert

So you're looking for a $1 million X return, or as Charlie puts it, a Lollapalooza outcome.

69.797 - 69.897

Okay.

69.877 - 70.458 David Rosenthal

Of course he does.

70.558 - 71.139 Ben Gilbert

Very Charlie.

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