Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“I think maybe the failure case is this amazing growth for the past couple of years was a pandemic pull forward.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…Right. It's so true. Okay, what's the failure case? It's actually quite hard to imagine a failure case of the business in any short order. It's very easy to imagine a failure case for the stock in short order if there's a cascading set of events of people losing faith. I think maybe the failure case is this amazing growth for the past couple of years was a pandemic pull forward. It's so hard for me to imagine that that's to the degree of Peloton, Zoom, or something like that. Right.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.