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Published · transcript-backed

David Rosenthal: belief

26 Aug 2025 Acquired Google Part II: Alphabet

“There are billions and billions of dollars at stake here. But the other part of it too, I think the reason that the smartphone market had stagnated for so long was this.”

— 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

…And they don’t consume that much data either because they're not that capable. Everybody is fat and happy. Into this morass that also Steve Jobs is of course looking at the same thing and saying, this sucks. Enter Andy and Android, he goes around and he starts pitching the phone manufacturers and the carriers, hey, stop buying an operating system from Microsoft or from Palm. I’ll give you a great one for free and oh by the way, it’s going to be open source and there’ll be third party applications that can be written to it. These devices will be super powerful. The ecosystem’s like no, I don’t want this. One, there’s just no way in hell that AT&T or Verizon is going to work with a little rinky-dink startup that’s valued at like $10 million and has eight employees. There are billions and billions of dollars at stake here. But the other part of it too, I think the reason that the smartphone market had stagnated for so long was this. Everybody was happy. It’s a non-priority to upset the apple cart.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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