David Rosenthal: belief

Transcript context

…It this is a huge amount of their cash they’re putting back on the table and betting for the future. So this is January, 2006, the stock falls 27%. Wall Street’s like God, these guys, what are they doing? They’re messing it up. Steven Levy writes in In the Plex that the perception of Google’s ventures beyond search at the time was that the company was tossing balls into the air like a drunken juggler. They were a pure play in investors’ eyes, and now they’re messing it up. They’re adding all these other stuff. They don’t want the other stuff. Then Ben, as you teed up in the intro, the question is why did they do all this? And I think the way to answer it is to start and just tell the stories of all the individual products. Let’s do it. Strap in. I will say, David, doing the research took me way back to early Acquired grading acquisitions. This is the cornucopia of hits of iconic product launches in tech history.…

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