Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
26 Aug 2025 Acquired Google Part II: Alphabet
“Then my quintessence is, it is wild that this one company has eight products with over a billion users and started this era with just one Search that didn’t even have a billion users yet, but Search, Android, Chrome, YouTube, Gmail maps, drive photos, and then if you count the Playstore as separate from Android, which Google does, I think that’s a bit of a stretch.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 26 Aug 2025
- Publisher
- Acquired
- Episode
- Google Part II: Alphabet
Transcript context
…The only way it could have gone better is if instead of launching Android, they launched the iPhone and they also got the iPhone profits rather than just some small dollars that protected their core business. That was my playbook. Then my quintessence is, it is wild that this one company has eight products with over a billion users and started this era with just one Search that didn’t even have a billion users yet, but Search, Android, Chrome, YouTube, Gmail maps, drive photos, and then if you count the Playstore as separate from Android, which Google does, I think that’s a bit of a stretch. But if you do then they have nine products with over a billion users. Just for context, Meta is the next highest count of products in one company with over a billion users. They have four, the Blue App, WhatsApp, Instagram and Messenger. Meta likes to claim they have five. They like to say that Meta AI in aggregate has over a billion users embedded across all their products. But this whole super intelligence thing is an admission that the active users of Meta AI is a little stretchy.…
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