Evidence receipt / uncertainty
Published · transcript-backedDavid Rosenthal: uncertainty
5 Mar 2026 Acquired Rolex
“I don’t know if it’s worth $200 billion, but it’s worth $100-plus billion, zero doubt in my mind.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- uncertainty
- Recorded
- 5 Mar 2026
- Publisher
- Acquired
- Episode
- Rolex
Transcript context
…This is insane. There’s no way that this business is worth $40 billion. I don’t know if it’s worth $200 billion, but it’s worth $100-plus billion, zero doubt in my mind. And before assets, keep in mind, market cap includes assets. If this thing were to publicly trade listing with its assets, it’s probably top 50 companies in the world.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.