David Rosenthal: evaluation

Transcript context

…I would still say defensive, though. Well, it’s interesting, right? Like defensive, yes, existentially as I guess Android was in some ways too but not really because people are still going to keep using Google services whether it was on a Google property or not. This was just like preventing them from paying the 30-whatever percent tax and lots of other things too. But Instagram was much more about like, “Oh, we’re going to up-level the playing field now.” Like I was talking about in tech themes, we’re going to move up the stack. I don’t know. I’m struggling with that. Part of me feels like I want to – just the bold part of me wants to reward offensive acquisitions and forward-thinking acquisitions, not that Android wasn’t more than defensive. Wait, wait, I would still say that Instagram was not a bold, offensive, forward-thinking. Ultimately they sell attention to advertisers and they were at risk of losing all the attention to advertisers.…

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