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David Rosenthal: commitment

26 Aug 2025 Acquired Google Part II: Alphabet

“The thing is though—we will correct the Acquired record at the end of this section—either way, even if Google paid 20 times $1.”

— David Rosenthal

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Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
commitment
Recorded
26 Aug 2025
Publisher
Acquired

Transcript context

…Google’s market cap has 20x’d since the day that this deal closed. If they had paid in cash, they would’ve made an extra 20 times multiple on whatever you already think the multiple is on their purchase of YouTube. The thing is though—we will correct the Acquired record at the end of this section—either way, even if Google paid 20 times $1. 6 billion for this, they got a screaming deal. YouTube is so valuable. I have some of the numbers from the first few years that I was able to cobble together. Then I want to talk about some of the product evolution over the years.…

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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