hardware / owns
Rimowa suitcase
“It's similar, but I bought a Rimowa suitcase this year and I love it. It's just a suitcase, but I love it.”
Public evidence record
David Rosenthal
Host · Acquired
- Claims
- 500
- Episodes
- 21
- Shows
- 1
- Named items
- 38
Books, apps, and tools
The evidenced stack.
app / uses
Waymo
“Yeah. Scoping just to ride share now that we have Waymo in San Francisco, I use Waymo in scenarios where I would never use an Uber or a Lyft.”
service / uses
Waymo
“Scoping just to ride share now that we have Waymo in San Francisco, I use Waymo in scenarios where I would never use an Uber or a Lyft.”
app / likes
Google Earth
“Yes, Keyhole and Google Earth (I think) is my favorite part of our first Google episode earlier this year.”
app / likes
Craigslist
“I think I talked before on the Meta episode about how much I love Facebook Marketplace and Craigslist before that.”
app / likes
Facebook Marketplace
“I think I talked before on the Meta episode about how much I love Facebook Marketplace and Craigslist before that.”
app / uses
Winamp
“I listen to so much music all the time on Winamp, it should just know what I like and automatically pick the next song.”
hardware / uses
AirPods
“I used AirPods for years and years and they’re great, but if you sleep on your side or do anything you know you got the AirPod jamming into your ears.”
app / avoids
ChatGPT
“Honestly, this is why I don't use ChatGPT for acquired work, I feel like we need to be a hundred percent all the time.”
other / uses
Blackberry movie
“Two on some holiday travel flights, I think recommended by an Acquired listener, actually, I watched the Blackberry movie.”
book / uses
Wool
“I have to give you a big thank you, because over the last couple of weeks since your recommendation, I have read the book Wool, which is the first in the series that is the Silo series on Apple TV+, because I'm more of a book guy than a TV guy.”
other / likes
Nike
“That's why Nike is my favorite episode, because I feel like this way of thinking about what we do finally clicked for me.”
Claim ledger
What David said.
48 transcript-backed records
01 / commitment
Everybody remembers what just happened to the music industry with Napster. Bob is saying, no, we are going to embrace technology.
“Everybody remembers what just happened to the music industry with Napster. Bob is saying, no, we are going to embrace technology.”
- Speaker
- David Rosenthal
- Publisher
- Acquired
02 / commitment
We're going to stand and fight toe to toe. We are going to build our own direct-to-consumer streaming company.
“We're going to stand and fight toe to toe. We are going to build our own direct-to-consumer streaming company.”
- Speaker
- David Rosenthal
- Publisher
- Acquired
03 / commitment
Morgan in person, we will be on stage at the We Are Developers World Congress in San Jose this September.
“Morgan in person, we will be on stage at the We Are Developers World Congress in San Jose this September.”
- Speaker
- David Rosenthal
- Episode
- The Walt Disney Company
- Publisher
- Acquired
04 / commitment
I don't exactly know the answer, but what I will tell you to bring us to today here is that 24 months, in May of 2024, Vanguard made another big CEO announcement that they were bringing on the first outside CEO in the firm's entire 50-year history, Salim Ramji, from BlackRock, where he was until that point in time, head of the iShares division.
“I don't exactly know the answer, but what I will tell you to bring us to today here is that 24 months, in May of 2024, Vanguard made another big CEO announcement that they were bringing on the first outside CEO in the firm's entire 50-year history, Salim Ramji, from BlackRock, where he was until that point in time, head of the iShares division.”
- Speaker
- David Rosenthal
- Episode
- Vanguard
- Publisher
- Acquired
05 / commitment
Could be $1 million, could be $100 million, could be $5 trillion, as we will see approaching towards the end of the episode.
“Could be $1 million, could be $100 million, could be $5 trillion, as we will see approaching towards the end of the episode.”
- Speaker
- David Rosenthal
- Episode
- Vanguard
- Publisher
- Acquired
06 / commitment
There will still be costs. We will operate at cost, but we will forgo all profits.
“There will still be costs. We will operate at cost, but we will forgo all profits.”
- Speaker
- David Rosenthal
- Episode
- Vanguard
- Publisher
- Acquired
07 / commitment
We won't experience the same kind of, you know, piano falling on our head losses as these naive index funds will.
“We won't experience the same kind of, you know, piano falling on our head losses as these naive index funds will.”
- Speaker
- David Rosenthal
- Episode
- Vanguard
- Publisher
- Acquired
08 / commitment
The shield reflects his intention to do battle on the racetrack, and the Italian colors reflect the ultimate ambition to establish this team, this company, and its future cars as the Italian national team, and sports car company. So in our research, I spoke to Luca di Montezemolo, the legendary Ferrari chairman who would ultimately succeed Enzo, and really in many ways be his heir, as we will tell in this story.
“The shield reflects his intention to do battle on the racetrack, and the Italian colors reflect the ultimate ambition to establish this team, this company, and its future cars as the Italian national team, and sports car company. So in our research, I spoke to Luca di Montezemolo, the legendary Ferrari chairman who would ultimately succeed Enzo, and really in many ways be his heir, as we will tell in this story.”
- Speaker
- David Rosenthal
- Episode
- Ferrari
- Publisher
- Acquired
09 / commitment
Fiat announces to Wall Street as part of the merger, though, Sergio does, hey, we've got a plan. And we are going to reduce that from over $11 billion to $1 billion or less over the next 4 years by 2018.
“Fiat announces to Wall Street as part of the merger, though, Sergio does, hey, we've got a plan. And we are going to reduce that from over $11 billion to $1 billion or less over the next 4 years by 2018.”
- Speaker
- David Rosenthal
- Episode
- Ferrari
- Publisher
- Acquired
10 / commitment
Oh, yes, we will. So then the next year, Luigi Canetti, he's a real believer in the potential of these machines that Enzo is building to make a lot of money and generate a lot of desire.
“Oh, yes, we will. So then the next year, Luigi Canetti, he's a real believer in the potential of these machines that Enzo is building to make a lot of money and generate a lot of desire.”
- Speaker
- David Rosenthal
- Episode
- Ferrari
- Publisher
- Acquired
11 / commitment
So, after Dino's death, Enzo stops going to races. It's sort of like a self-inflicted punishment that You know, if Dino can't be here with me to go to the races, then I will no longer travel to and go to the races, to my great, terrible joys.
“So, after Dino's death, Enzo stops going to races. It's sort of like a self-inflicted punishment that You know, if Dino can't be here with me to go to the races, then I will no longer travel to and go to the races, to my great, terrible joys.”
- Speaker
- David Rosenthal
- Episode
- Ferrari
- Publisher
- Acquired
12 / commitment
We will happily come to Geneva and talk to you about it. Okay, so Ben, as you were saying though, the Datejust.
“We will happily come to Geneva and talk to you about it. Okay, so Ben, as you were saying though, the Datejust.”
- Speaker
- David Rosenthal
- Episode
- Rolex
- Publisher
- Acquired
13 / commitment
We're still loyal to McLaren. But we will give you an engine so that you can compete with your team this season and not shut it down.
“We're still loyal to McLaren. But we will give you an engine so that you can compete with your team this season and not shut it down.”
- Speaker
- David Rosenthal
- Episode
- Formula 1
- Publisher
- Acquired
14 / commitment
You give me your rights for your team appearances, and I will go fight with these race promoters, many of whom are probably gangsters themselves, and I will get us the best collective deal.
“You give me your rights for your team appearances, and I will go fight with these race promoters, many of whom are probably gangsters themselves, and I will get us the best collective deal.”
- Speaker
- David Rosenthal
- Episode
- Formula 1
- Publisher
- Acquired
15 / commitment
We are going to help you guys institute a cost cap on manufacturing and we'll help you design it.
“We are going to help you guys institute a cost cap on manufacturing and we'll help you design it.”
- Speaker
- David Rosenthal
- Episode
- Formula 1
- Publisher
- Acquired
16 / commitment
Liberty says, will you please show all of the F1 races on the calendar on ESPN? We will give it to you for zero dollars.
“Liberty says, will you please show all of the F1 races on the calendar on ESPN? We will give it to you for zero dollars.”
- Speaker
- David Rosenthal
- Episode
- Formula 1
- Publisher
- Acquired
17 / commitment
Now it doesn't actually come down to a vote, but just by virtue of having that leverage in 2023, Snyder finally steps down, stops fighting and says, okay, I will bow to the pressure and initiate a sale process here.
“Now it doesn't actually come down to a vote, but just by virtue of having that leverage in 2023, Snyder finally steps down, stops fighting and says, okay, I will bow to the pressure and initiate a sale process here.”
- Speaker
- David Rosenthal
- Episode
- The NFL
- Publisher
- Acquired
18 / commitment
We did four really just incredible interviews with the CEOs of Netflix, Perplexity, AWS, and JP Morgan Payments. I will say, Ben, it was extra special in retrospect.
“We did four really just incredible interviews with the CEOs of Netflix, Perplexity, AWS, and JP Morgan Payments. I will say, Ben, it was extra special in retrospect.”
- Speaker
- David Rosenthal
- Publisher
- Acquired
19 / commitment
We will never lose money for our investors ever. We will do everything we can possibly do to make this fund in the black.
“We will never lose money for our investors ever. We will do everything we can possibly do to make this fund in the black.”
- Speaker
- David Rosenthal
- Publisher
- Acquired
20 / commitment
I wrote my thesis on the history of Dom Perignon and the marketing history of Shakespeare.
“I wrote my thesis on the history of Dom Perignon and the marketing history of Shakespeare.”
- Speaker
- David Rosenthal
- Publisher
- Acquired
21 / commitment
Cocaine was really, really in America in the 1880s, perhaps foreshadowing a little bit the 1980s in America, as we will get to later in the episode.
“Cocaine was really, really in America in the 1880s, perhaps foreshadowing a little bit the 1980s in America, as we will get to later in the episode.”
- Speaker
- David Rosenthal
- Episode
- Coca-Cola
- Publisher
- Acquired
22 / commitment
What Roberto does when he becomes CEO is he says, Don, you are my partner in crime. We are going to run this company as a team.
“What Roberto does when he becomes CEO is he says, Don, you are my partner in crime. We are going to run this company as a team.”
- Speaker
- David Rosenthal
- Episode
- Coca-Cola
- Publisher
- Acquired
23 / commitment
Then third, and maybe most importantly, we are going to wholeheartedly embrace a revolutionary new advertising medium in technology: television.
“Then third, and maybe most importantly, we are going to wholeheartedly embrace a revolutionary new advertising medium in technology: television.”
- Speaker
- David Rosenthal
- Episode
- Coca-Cola
- Publisher
- Acquired
24 / commitment
Man, I had not focused on this issue at all until doing the research. I am going to only buy can and glass bottles going forward.
“Man, I had not focused on this issue at all until doing the research. I am going to only buy can and glass bottles going forward.”
- Speaker
- David Rosenthal
- Episode
- Coca-Cola
- Publisher
- Acquired
25 / commitment
Yep. But wine and spirits are the one big category left where it's mostly not private label, including Charles Shaw, as we will talk about at the end of the episode.
“Yep. But wine and spirits are the one big category left where it's mostly not private label, including Charles Shaw, as we will talk about at the end of the episode.”
- Speaker
- David Rosenthal
- Episode
- Trader Joe’s
- Publisher
- Acquired
26 / commitment
Yep. So he says to Teo, "All right, I will sell to you, but here are my conditions: Number one, Trader Joe's will not become part of Aldi.
“Yep. So he says to Teo, "All right, I will sell to you, but here are my conditions: Number one, Trader Joe's will not become part of Aldi.”
- Speaker
- David Rosenthal
- Episode
- Trader Joe’s
- Publisher
- Acquired
27 / commitment
We plan to extend the Transformer to problems involving input and output modalities other than text, and to investigate large inputs and outputs such as images, audio, and video.
“We plan to extend the Transformer to problems involving input and output modalities other than text, and to investigate large inputs and outputs such as images, audio, and video.”
- Speaker
- David Rosenthal
- Episode
- Google Part III: The AI Company
- Publisher
- Acquired
28 / commitment
We are going to do a open Zoom call, an LP call just like the days of yore with anyone.
“We are going to do a open Zoom call, an LP call just like the days of yore with anyone.”
- Speaker
- David Rosenthal
- Episode
- Google Part III: The AI Company
- Publisher
- Acquired
29 / commitment
The thing is though—we will correct the Acquired record at the end of this section—either way, even if Google paid 20 times $1.
“The thing is though—we will correct the Acquired record at the end of this section—either way, even if Google paid 20 times $1.”
- Speaker
- David Rosenthal
- Episode
- Google Part II: Alphabet
- Publisher
- Acquired
30 / commitment
I will buy a switch too at some point, probably in the next year or so. But for now, steam Deck.
“I will buy a switch too at some point, probably in the next year or so. But for now, steam Deck.”
- Speaker
- David Rosenthal
- Episode
- Google Part II: Alphabet
- Publisher
- Acquired
31 / commitment
Go start a startup, leave Google. We will then reacquire you back into Google in a couple of years.
“Go start a startup, leave Google. We will then reacquire you back into Google in a couple of years.”
- Speaker
- David Rosenthal
- Episode
- Google Part II: Alphabet
- Publisher
- Acquired
32 / commitment
We are going to buy a device and make this our flagship smartphone, position it against the iPhone and we are going to invest hugely behind this thing.
“We are going to buy a device and make this our flagship smartphone, position it against the iPhone and we are going to invest hugely behind this thing.”
- Speaker
- David Rosenthal
- Episode
- Google Part II: Alphabet
- Publisher
- Acquired
33 / commitment
You grow the web, you grow time that people spend in web browsers, they will search more, we will make more money.
“You grow the web, you grow time that people spend in web browsers, they will search more, we will make more money.”
- Speaker
- David Rosenthal
- Episode
- Google Part II: Alphabet
- Publisher
- Acquired
34 / commitment
Now I believe Eric had disclosed to Steve about the Sooner project because obviously it was public that Google had acquired Android and I believe that Steve Jobs knew that Google was working on like a Blackberry style phone, but he did not know about the Dream prototype.
“Now I believe Eric had disclosed to Steve about the Sooner project because obviously it was public that Google had acquired Android and I believe that Steve Jobs knew that Google was working on like a Blackberry style phone, but he did not know about the Dream prototype.”
- Speaker
- David Rosenthal
- Episode
- Google Part II: Alphabet
- Publisher
- Acquired
35 / commitment
I would ask our listener base for help with this decision, and I would love all of your thoughts, but because of our editing process the reality is I will have made my decision already by the time this episode goes live.
“I would ask our listener base for help with this decision, and I would love all of your thoughts, but because of our editing process the reality is I will have made my decision already by the time this episode goes live.”
- Speaker
- David Rosenthal
- Episode
- Google Part I: Origins of Search
- Publisher
- Acquired
36 / commitment
I would for sure buy shares of Epic at $100 billion. There’s no way I will ever be allowed to, but I would love to.
“I would for sure buy shares of Epic at $100 billion. There’s no way I will ever be allowed to, but I would love to.”
- Speaker
- David Rosenthal
- Episode
- Epic Systems (MyChart)
- Publisher
- Acquired
37 / commitment
Now, we haven’t really talked about Cerner so far in this episode. Part of Oracle today, as we will get into later.
“Now, we haven’t really talked about Cerner so far in this episode. Part of Oracle today, as we will get into later.”
- Speaker
- David Rosenthal
- Episode
- Epic Systems (MyChart)
- Publisher
- Acquired
38 / commitment
How are we going to attract them to Verona, Wisconsin? Well we are going to create a paradise for them.
“How are we going to attract them to Verona, Wisconsin? Well we are going to create a paradise for them.”
- Speaker
- David Rosenthal
- Episode
- Epic Systems (MyChart)
- Publisher
- Acquired
39 / commitment
I started Googling obituaries and I came across her mom’s obituary where I learned this, and the company actually confirmed this to us.
“I started Googling obituaries and I came across her mom’s obituary where I learned this, and the company actually confirmed this to us.”
- Speaker
- David Rosenthal
- Episode
- Epic Systems (MyChart)
- Publisher
- Acquired
40 / commitment
” The Supreme Court here stepping in and basically saying, we are going to backstop and fix all of this, the IPL is by far the most visible industry where India is the global leader, with the global most important business brand entity in the world.
“” The Supreme Court here stepping in and basically saying, we are going to backstop and fix all of this, the IPL is by far the most visible industry where India is the global leader, with the global most important business brand entity in the world.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired
41 / commitment
You’re setting up a question I have at the end of the episode, so we will come back to that.
“You’re setting up a question I have at the end of the episode, so we will come back to that.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired
42 / commitment
I know this is going to capture the public’s imagination here. I will personally give you a Porsche 911.
“I know this is going to capture the public’s imagination here. I will personally give you a Porsche 911.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired
43 / commitment
We are going to do a parade to the stadium in Mumbai, and we’re going to have a big, huge victory celebration just like they do in Western sports after they win a World Cup.
“We are going to do a parade to the stadium in Mumbai, and we’re going to have a big, huge victory celebration just like they do in Western sports after they win a World Cup.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired
44 / commitment
Hey, there are 20 million hardcore cricket fans in the US today, as we will get into later in the episode.
“Hey, there are 20 million hardcore cricket fans in the US today, as we will get into later in the episode.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired
45 / commitment
We are going to spur semiconductor industry innovation in this industrial park in this location, and it worked.
“We are going to spur semiconductor industry innovation in this industrial park in this location, and it worked.”
- Speaker
- David Rosenthal
- Episode
- TSMC Founder Morris Chang
- Publisher
- Acquired
46 / commitment
A lot of the real, real richness and complexity that has for thousands of years made chocolate a super attractive food for humans, it’s in danger of being lost or being watered down. I will say, the industry is very focused on this.
“A lot of the real, real richness and complexity that has for thousands of years made chocolate a super attractive food for humans, it’s in danger of being lost or being watered down. I will say, the industry is very focused on this.”
- Speaker
- David Rosenthal
- Episode
- Mars Inc. (the chocolate story)
- Publisher
- Acquired
47 / commitment
There’s a lot of legend, shall we say, about the Mars family, which we will get into as we go here.
“There’s a lot of legend, shall we say, about the Mars family, which we will get into as we go here.”
- Speaker
- David Rosenthal
- Episode
- Mars Inc. (the chocolate story)
- Publisher
- Acquired
48 / commitment
As evidenced by the fact that, here we are today eating the most popular candies in the world that Mars makes, and it’s still Snickers, Milky Way, 3 Musketeers, M&M’s, which we will get into.
“As evidenced by the fact that, here we are today eating the most popular candies in the world that Mars makes, and it’s still Snickers, Milky Way, 3 Musketeers, M&M’s, which we will get into.”
- Speaker
- David Rosenthal
- Episode
- Mars Inc. (the chocolate story)
- Publisher
- Acquired