David Rosenthal: evaluation

Transcript context

…Thank you. All right, listeners, thank you so much for joining us for this. I actually cannot imagine a more useful topic right now than dissecting how to build great companies on little capital based on the era that we're going into. David and I don't need to debate this endlessly. You can hear the drum beats on Twitter of how much the market is changing. The reality is it is, where everyone has to play the game on the field. Peter and Eric, it's just unbelievable and impressive on what they have built on so little capital. They're two of the greatest of all time. Literally, two of the GOATs at this, which is so funny. Now everybody thinks of Zoom as the pandemic high-flier. I was just thinking, every time for the last few years that people would talk about Zoom in whatever context. Do you people realize how much cash flow this company is generating? It's all because of this DNA, mindset, and everything we talked about with them. After spending time with Eric, it feels to me like the amount of time that he spends thinking about, oh, no, the stock was going crazy and, oh, no, now it's going down, is approximately zero. They're thinking about how you build a great company and how you generate happiness for customers, build a profitable enterprise, and grow that profitable enterprise. It was a nice, refreshing viewpoint to get to spend time with him and Peter. If you want to chat about this with us, we would love to do that with you. You should join the Acquired Community Slack at acquired.fm/slack. Twelve thousand smart, courteous, and kind people have done so before you, so you would be in great company. We also have our Limited Partner show. If you want more Acquired between now and our next special, which we have recorded, is awesome, and we are very excited to release, you can search Acquired LP Show in any podcast player, Spotify, Overcast, Apple Podcasts, or anywhere you listen to podcasts and find that there. We have a job board, acquired.fm/jobs, where we curate the most interesting jobs that we think we should make available to the Acquired community.…

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