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Published · transcript-backed

David Rosenthal: prediction

27 Jul 2021 Acquired Andreessen Horowitz Part I

“The console gets delayed for a year and because of that, they'll never be able to reach a deal with Nintendo and it's unclear that anything's going to happen.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
prediction
Recorded
27 Jul 2021
Publisher
Acquired

Transcript context

…Which is so interesting that this is what they conceived of instead of the browser because this would go on to become a huge business. You look at Xbox Live three, four decades later, this becomes an enormous opportunity. But at that time, this would have been absolutely the wrong move and there's another playbook theme. Marc has a quote that says, "If they had shipped a year earlier," referring to the N64, "we probably would have done that instead of Netscape." The history turns on knifepoint. The console gets delayed for a year and because of that, they'll never be able to reach a deal with Nintendo and it's unclear that anything's going to happen. Meanwhile, they're both itching to get a company going. They have a brainstorming session where they're thinking of other ideas for stuff to do and eventually, Marc is like, okay, you know this Mosaic thing? I did build that and all my buddies that I did it with back in Illinois, they're about to graduate too or they have already graduated. We can just go hire all of them, recreate it, and commercialize it. Jim's like, okay, fine. Let's do it. They incorporate and they start the world-renowned, going to be history-making, Mosaic Communications Corporation to commercialize Mosaic. I love that they were like, yeah, we'll just use the same name. We'll name our company Mosaic even though that's a thing that's owned by that lab at the university.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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