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Published · transcript-backed

David Rosenthal: evaluation

4 Mar 2017 Acquired The Snap Inc. IPO

“Anyway, so the point of all this, we’ve spent a long time on this section, and listeners, let us know what you think of it, but I think what’s just so fascinating about this event and this company is you can paint it as Snapchat has very effectively as this is the future and this is the most compelling, most interesting company to hit the public markets since Facebook and that we are riding a very different wave than Facebook.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
evaluation
Recorded
4 Mar 2017
Publisher
Acquired

Transcript context

…Yeah. David, if you have any dollars to sell me, I got 50 cents for you and go run a business off that revenue. All day long, Ben. I am a VC. Anyway, so the point of all this, we’ve spent a long time on this section, and listeners, let us know what you think of it, but I think what’s just so fascinating about this event and this company is you can paint it as Snapchat has very effectively as this is the future and this is the most compelling, most interesting company to hit the public markets since Facebook and that we are riding a very different wave than Facebook. Or, you can paint it as like this is the beginning of the end here. The moment that we’re at right now is just so interesting because there are great arguments on both sides. Yeah. I think the best way to summarize it is this is a public market sitting down with Evan Spiegel at a table, looking him in the eye and saying, and Evan saying to public investors, “Do you trust me?”…

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