Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
11 Apr 2017 Acquired Oculus
“I think the question is, and actually Ben Thompson wrote a great piece last week, I believe, the Smiling Curves about this.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 11 Apr 2017
- Publisher
- Acquired
- Episode
- Oculus
Transcript context
…Rewind 20 years ago. Tesla is Apple. They’re vertically integrating. They’re selling a high-end premium consumer product that’s priced and experienced in a premium way. They capture a lot of value and the rest of the value is captured by an ecosystem that is based on Intel, that are basically component makers. It’s like history repeats itself. I think the question is, and actually Ben Thompson wrote a great piece last week, I believe, the Smiling Curves about this. Question is, can a combination of Intel be the Microsoft, not just the Intel? Yeah. And could Intel be the Microsoft? Is that what they’re trying to do here, is sort of like level up the stack? Fascinating.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.