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Published · transcript-backed

David Rosenthal: commitment

6 Oct 2025 Acquired Google Part III: The AI Company

“We are going to do a open Zoom call, an LP call just like the days of yore with anyone.”

— David Rosenthal

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Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
commitment
Recorded
6 Oct 2025
Publisher
Acquired

Transcript context

…It’s way better than we were doing. And if you like Acquired, you will love the Stepchange podcast. Ben is a dear friend, so highly recommend checking it out. To Koray Kavukcuoglu from the DeepMind team, building the core Gemini models. To Shishir Mehrotra, the CEO of Grammarly, formerly ran product at YouTube. To Jim Gao, the CEO of Phaidra and former DeepMind team member. Chetan Puttagunta, partner at Benchmark. To Akash Patel for helping me think through some of my conclusions to draw, and to Bryan Lawrence from Oakcliff Capital for helping me think about the economics of AI data centers. If you like this episode, go check out our episode on the early history of Google in the 2010s with our Alphabet episode, and of course our series on Microsoft and NVIDIA. After this episode, go check out ACQ2 with Tobi Lütke, the founder and CEO of Shopify, and come talk about it with us in the Slack at acquired.fm/slack. And don’t forget our 10th anniversary celebration Acquired. We are going to do a open Zoom call, an LP call just like the days of yore with anyone. Listeners, come join us on Zoom, it’s going to be on October 20th at 4:00 PM Pacific Time. Details are in the show notes. And with that listeners, we’ll see you next time.…

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