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Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

10 Feb 2022 Acquired Peloton

“Maybe let's start with the C scenario because I think that's the more interesting one.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
10 Feb 2022
Publisher
Acquired
Episode
Peloton

Transcript context

…Yup. All right, let's grade this one. I think what we should do is paint the A scenario and maybe a C or an F scenario for what Barry does from here and what those outcomes are. Yeah. Maybe let's start with the C scenario because I think that's the more interesting one. F is obvious like, this business falls off a cliff and there's no more demand ever. Sells for parts.…

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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