David Rosenthal: recommendation

Transcript context

…I think the thing that they did realize was the power of that. I think it's a billions quote that Bobby Axelrod says, "When you have an advantage, press it." I think they became very good at figuring out, "Hey, how do we leverage our existing strategic position to just widen the moat and create more business lines or create things that just add tremendous high margin revenue to our existing business lines?" Here's the interesting thing, though. All of these fantastic acquisitions happened 10 to 15 years ago for Google. You could argue, as we said at the top of the show, we're not going to include recent acquisitions in this because it's too early to tell. Maybe Google has made some recent acquisitions that are going to turn into this, but I don't think so. I think two things happen to Google, maybe three things in the period after when they're making these incredible acquisitions. One, Facebook showed up and started making some of these acquisitions. Whereas before, Google was the only scale tech acquirer, now Facebook is on the scene. And tons of alumni at Facebook from Google. I mean, the whole Facebook Ads team was the original Google Ads team. Cheryl moving over.…

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