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Published · transcript-backed

David Rosenthal: belief

26 Aug 2025 Acquired Google Part II: Alphabet

“Less than free business model. This is the clearest example of counter positioning I think that has ever existed.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
26 Aug 2025
Publisher
Acquired

Transcript context

…Right? Where you just look at their new businesses, for example, in this episode talking about Android, they massively counter positioned against Microsoft. The less than free business. Less than free business model. This is the clearest example of counter positioning I think that has ever existed. My competitors require you to pay them. How about I pay you instead? And my competitors can’t do that because they don’t have the business model of advertising based on search such that they can justify doing this.…

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