David Rosenthal: uncertainty

Transcript context

…Yeah. It reminds me of the quote from The Wire, you come at the king, you best not miss. I don't really want to make a run at Sequoia. I wouldn't publicly counter-position against them. I was thinking the exact same thing. Ben takes this call. I don't know the exact timeline here, so I'm both hypothesizing and dramatizing for effect. But with that said, he takes the call. He knows what Doug is up to. He hangs up with Doug and he shoots Marc an instant message. We ought to start a venture capital firm and Marc replies, I was thinking the same thing. Boom. That our friends is where we're going to leave part one. That is a perfect, perfect spot. I feel like I now have a really robust understanding about the frame of mind therein going into starting Andreessen Horowitz (the firm). The question is when they're texting or whether they're on IM, is this before the financial crisis?…

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