Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
27 Jul 2021 Acquired Andreessen Horowitz Part I
“I think Microsoft was about $10 billion at this point in time, if I remember it right.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 27 Jul 2021
- Publisher
- Acquired
- Episode
- Andreessen Horowitz Part I
Transcript context
…Just insane. Totally insane. I think Microsoft was about $10 billion at this point in time, if I remember it right. It's worth saying a few things. One, this absolutely kicked off the dot-com bubble. This was the moment that it started. There were a couple of internet IPOs before this, but this is the one that blew the doors wide open, made valuations not matter, and created 4 1/2 years of absolute madness from this point forward. But Netscape had an unbelievable growth trajectory, not just in users, but in revenue. In the Ben Horowitz corner of the business, revenues were doubling every quarter, which means they were 16X-ing revenue year over year.…
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