David Rosenthal: belief

Transcript context

…For listeners who are new to the show, we like to categorize an acquisition whether it's a people acquisition, technology, product, business line, asset, or other. I actually call this one an asset acquisition where the asset they were acquiring was the audience. They were buying distribution instead of paying to build their own distribution. I don't have enough context to know if they actually needed to buy the product or not. I looked at this more like buying distribution. At some point, I can't remember which episode, maybe it was Zillow and Trulia, we added consolidation as a category. I think that's where I would go here. It's born [...] when you add more nodes to the network.…

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