Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
6 Oct 2025 Acquired Google Part III: The AI Company
“I think the only other bear case I would add is that they have the added challenge now of being the incumbent this time around, and people and the ecosystem isn’t necessarily rooting for them in the way that people were rooting for Google when they were a startup, and in the way that people were still rooting for Google in the mobile transition.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Oct 2025
- Publisher
- Acquired
- Episode
- Google Part III: The AI Company
Transcript context
……former searches that those feel like some of the first things that are getting siphoned off to AI. Any other bear cases? I think the only other bear case I would add is that they have the added challenge now of being the incumbent this time around, and people and the ecosystem isn’t necessarily rooting for them in the way that people were rooting for Google when they were a startup, and in the way that people were still rooting for Google in the mobile transition. I think the startups have more of the hearts and minds these days. So I don’t think that’s quantifiable, but is just going to make it all a little harder path to row this time around. You’re right. They had this incredible PR and public love tailwind the first time around.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.