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Published · transcript-backed

David Rosenthal: belief

16 Dec 2024 Acquired Mars Inc. (the chocolate story)

“I think in any CPG business, it’s a scale economies business, but here we haven’t talked directly yet about how important shelf space is for candy.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
16 Dec 2024
Publisher
Acquired

Transcript context

…Anyone who’s serious about software should make their own hardware. Yes. Alan K for the win. The other reason that I think Forrest always had the dream of making his own chocolate is to be able to scale as large as possible. Like we’ve been saying all episode, this man so deeply knew in his bones how to operate in a scale economies market. By controlling all the production himself, that was just another step that enabled him to scale as big as possible. I think in any CPG business, it’s a scale economies business, but here we haven’t talked directly yet about how important shelf space is for candy. I was about to bring up supermarkets.…

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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