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Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

2 Dec 2020 Acquired Special: Slack + Salesforce Emergency Pod with Packy McCormick of Not Boring

“The good news for you is I don't think anybody's going to acquire Tencent so I think you can let that ride for a long time.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
2 Dec 2020
Publisher
Acquired

Transcript context

…I pulled 103 of their 700 investments by translating things in Google Translate from Mandarin to English. Ownership is crazy. I don't have the basis on a lot of them. Snap, their investment just doubled. And Tesla had 5%, so that obviously has gone phenomenal as well. Spotify has doubled. Just all these massive companies that's in their portfolio had doubled plus Epic, plus Roblox which is about to IPO, plus Discord which had this valuation shoot up and is now even more attractive. But any good company that you can think of and be like I wonder who's invested in them, Tencent is probably there. The good news for you is I don't think anybody's going to acquire Tencent so I think you can let that ride for a long time. How do you think the US government would feel if Amazon tried to acquire Tencent?…

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