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Published · transcript-backed

David Rosenthal: commitment

21 Apr 2025 Acquired Epic Systems (MyChart)

“I would for sure buy shares of Epic at $100 billion. There’s no way I will ever be allowed to, but I would love to.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
commitment
Recorded
21 Apr 2025
Publisher
Acquired

Transcript context

…When people are speculating on the value of something, the interesting way to turn it around is always okay, are you a buyer at that price? Open your wallet. Makes it feel much more real. I would for sure buy shares of Epic at $100 billion. There’s no way I will ever be allowed to, but I would love to. That sounds like a standing offer and the show is not investment advice. In this category, man, it is crazy how powerful founder continuity can be. I was thinking about this. How many other companies have had a single founder leader for 47 years? Jensen’s 31 years into NVIDIA. Zuckerberg is 21 years into Facebook. Obviously, there are a lot running smaller companies.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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