David Rosenthal: belief

Transcript context

…Yeah, right. You even go and you look at the way that it's structured in the org now, it’s under a Redmond leadership. It's all over these distributed offices in like six or eight places around the globe. But long-time Microsoft people that they report up to that, you know, they’re running it like the next evolution of Lynch which makes a lot of sense but it's very different than the Acompli acquisition. Yeah. And thinking back to what Kurt was saying, that realizing that ultimately a lot of these things really are about the people. That’s what was not there in the Skype acquisition. As good as the product is and the product market fit and even the financials. So, I think I actually net out at the same B-. Like it would have been a bad acquisition but for some of these other factors we mentioned, like finding a use for foreign cash, it actually being a good business, but just so relative to the potential that it has not yet realized. Okay. Let’s move on and do some quick Followups and Hot Takes. So Followups from our Android episode. Google recently held a big event and launched the Google iPhone, otherwise known as the Google Pixel. And sort of unapologetically so. Their marketing copy mentions the iPhone, or at least their press release copy does. It looks really good. All the reviews are super encouraging. Someone here at PSL got one earlier today, so I’m excited to play around with it tomorrow. But looking at the pictures and comparing it against the iPhone 7, not counting the portrait mode stuff, all the flaws that I noticed in the iPhone photography over the years were like it flattens things too much and it loses some details and it doesn’t have the incredible high contrast and the textures, like the Pixel phone looks really, really good and I’m excited to play around with it. And aside from all that, there’s a niceness to that hardware that we haven’t seen in non Apple devices in a long time.…

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