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Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

30 May 2023 Acquired Lockheed Martin

“You really, I think, nailed it at the beginning when you said this isn't a market.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
30 May 2023
Publisher
Acquired
Episode
Lockheed Martin

Transcript context

…Right. There really isn't power within the industry. But to the extent that you have already become one of these five, then together, the five have power versus new entrants. Which is so funny. You really, I think, nailed it at the beginning when you said this isn't a market. It's not a market. I guess, duh, obviously, it's not a market because there's only one customer. You can't really have a market when there's only one player on one side of it. Yeah, that's all I got for power.…

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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