Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
22 Apr 2024 Acquired Microsoft Volume I
“I think there are two freak laws of nature's one. (1) There was Moore's law that they were benefiting from.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 22 Apr 2024
- Publisher
- Acquired
- Episode
- Microsoft Volume I
Transcript context
…They had an obsession and an obscure skill that turned out to be one of the most valuable in the world in an area where there was a freak law of nature in play with Moore's Law that was so unintuitive, that you had to think from real first principles to understand the impacts of it. I think there are two freak laws of nature's one. (1) There was Moore's law that they were benefiting from. (2) There was the zero marginal cost of software. That's true. It's this complete perfect storm that enabled them to build a highly defensible business without really any investment ever. This is the largest company in the world, the most valuable company in the world that was entirely bootstrapped.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.