David Rosenthal: evaluation

Transcript context

…Yeah, it makes the most sense for these things, where it doesn't yet make sense for a startup to have that competency in-house. Having access to a fractional resource of that competency, who's a specialist and one of the best in the world at it and really highly paid who you couldn't afford for how sort of tiny and pathetic your company is, which all startups are, it is an unbelievable boon to get that. Not only are you facing less dilution and getting more capital than you ever used to before, but you are also actually getting a far superior product to what you used to get. It sounds like our Capchase ad-read from last season. I love it. One playbook theme I want to highlight here—we'll talk about this again at the end—any time your name is on your competitors' lips, you're winning. You're winning. It doesn't matter what they're saying. If they are talking about you, good, bad, ugly, indifferent, you're winning. You should just keep doing what you're doing. Particularly when they're the most successful incumbent of all time with Sequoia.…

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