David Rosenthal: evaluation

Transcript context

…Listeners, the Fab Four era just to put a fine point on this, you had by this point, the very best marketplace investor in history in Bill Gurley. You had Matt Cohler who literally helped create the DNA of the modern social media company as an early Facebook employee. He's investing in consumer social. Again, these are too narrow of swim lanes. They're doing other stuff. You had one of the best games investors to ever live investing in games with Mitch Lasky. And these are super clear swim lanes. It was the best decade of all time to be investing in the categories of marketplaces, consumer social, and games with mobile having an undercurrent of all of it. On top of all of this, you have Peter Fenton as a utility player, a total shark across all categories from doing the Twitter investment to New Relic. Especially open-source software, enterprise, and bottoms-up adoption, he did great there. But they all blend in too, like Mitch did Snap The point is it doesn't matter. It was a refounding of the firm back to those original principles of it genuinely was, they were functioning as a team. Matt found Uber, but Bill was the right board member. We'll talk more about Uber in a minute here. Yeah, let's do that. I think, so far, this has been the Benchmark glory fest. I think the takeaway is overwhelmingly positive here, but let's continue to paint some of the trade-offs and some of their tougher moments.…

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