David Rosenthal: belief

Transcript context

…A few announcements before we get to it. A huge thank you to everyone who took our survey at the end of last season. Entries are now closed. As for the winners, we emailed you if you are one of the lucky 10 to win the year subscription to the LP program. And the winner of our AirPods is Amy L from the Bay Area. Congratulations, Amy, and we will also be sending you an email to follow up after this. As always, if you love Acquired and want more, you should become an Acquired Limited Partner. Our most recent episode was with Benchmark General Partner, Sarah Tavel. Part of our VC fundamentals series, and she joined us to talk about the fundamentals of consumer investing. If you want to join, you can get access to that additional content, plus our book club, and our monthly LP calls on Zoom. You can click the link in the show notes or go to glow.fm/acquired and all subscriptions come with a 7-day free trial. And now, over to you, David, to take us into the story of Pinduoduo. Ben, you stole some of my thunder. I think we've talked about on the show, Ben and I don't compare notes before we record so that we keep our reactions authentic. Church and state and all that.…

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