David Rosenthal: evaluation

Transcript context

…Oh, yeah. All of our email. Everything. Yeah, to see our own characterization of the transaction. Right? And given the long history of this acquisition dance, there was a lot there. They were talking to other market participants. They were talking to individual real estate agents. We didn’t have full visibility into all of their activities, but we would hear anecdotally from people in the industry who would say they had had calls or have been deposed or provided documents, and they had their own economic experts. So, it was an incredibly in-depth and detailed process. Yeah. It's a good reminder for those of us in the broader, defined Silicon Valley ecosystem, it's so easy to be like blasé about. “Oh, I’m starting a startup. We’re going to take over this market.” So you actually need to be really careful about how you characterize things because you can end up in this nightmare scenario. Absolutely. Yeah. Even with perfectly innocent characterizations of market dynamics can be taken out of context or paired with other information, and can cause real questions about your intentions and the potential outcome.…

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