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Published · transcript-backed

David Rosenthal: commitment

26 Aug 2025 Acquired Google Part II: Alphabet

“You grow the web, you grow time that people spend in web browsers, they will search more, we will make more money.”

— David Rosenthal

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Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
commitment
Recorded
26 Aug 2025
Publisher
Acquired

Transcript context

…Grow usage. You grow the web, you grow time that people spend in web browsers, they will search more, we will make more money. And beyond that, with some of these products like Gmail, we can monetize the products themselves. Great. Two, we are building our strategic moat against Microsoft. The faster that we get the Internet-using public to fall in love with and use web applications, the less and less leverage Microsoft has over us. To use Ben Thompson–speak, Google realizes the web can become the point of integration. Maybe the OS isn’t what the whole universe has to target—the hardware makers, the OEMs, the application makers, the users. If applications start living in the browser, then the web can become the point of integration. Users just need a browser and OEMs just need an operating system that can access the browser.…

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