David Rosenthal: prediction

Transcript context

…I assume you each take a part of the story, either the history or current analysis of the business, and you're responsible for that. You go learn about it. There's got to be some improvisation here so that you don't tell each other exactly what you've learned. More or less. I'm responsible for the story. We carve out one or multiple chunks that Ben will take, and then Ben is responsible for the analysis. Right. You probably have some lines you want to say that you know you want to say, but you want to say them naturally. You have them stored in the back of your head and you wait for the moment where you can drop it, where it sounds casual like. If that doesn't happen, you set it up. Like Ben's point, skew is everything in Costco. That kind of insight, you can reduce it to something you want to get across in a line or two. What's hard about improv is disposing of all the things you imagined that were going to happen in the conversation before they happen, and nobody does it perfectly. There's this tension between the script and what's happening organically between the two of you.…

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