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.
23 transcript-backed records
01 / prediction
It doesn't matter because the next year Nabisco gets taken private by KKR in the Barbarians at the Gate, you know, largest deal in history.
“It doesn't matter because the next year Nabisco gets taken private by KKR in the Barbarians at the Gate, you know, largest deal in history.”
- Speaker
- David Rosenthal
- Publisher
- Acquired
02 / prediction
Yep. I still think it probably doesn't work. And the reason is the algorithms. Netflix is not the movie theater.
“Yep. I still think it probably doesn't work. And the reason is the algorithms. Netflix is not the movie theater.”
- Speaker
- David Rosenthal
- Publisher
- Acquired
03 / prediction
Wow. So this means they're flying even closer to the sun than I realized because they've got the $8 million in sort of investments that they need to fund and they have $4.
“Wow. So this means they're flying even closer to the sun than I realized because they've got the $8 million in sort of investments that they need to fund and they have $4.”
- Speaker
- David Rosenthal
- Episode
- The Walt Disney Company
- Publisher
- Acquired
04 / prediction
I said, Roy, this television thing can be the greatest thing because we will be going direct to the public.
“I said, Roy, this television thing can be the greatest thing because we will be going direct to the public.”
- Speaker
- David Rosenthal
- Episode
- The Walt Disney Company
- Publisher
- Acquired
05 / prediction
What's interesting is I think at the time, I suspect there were very few other Western style, globally aspiring retailers that were entering Asian markets, because it's not exactly obvious that a huge warehouse with bulk packaging would work in cultures like (say) Japan, where people live in tightly packed, dense urban environments, much smaller houses and apartments than in America.
“What's interesting is I think at the time, I suspect there were very few other Western style, globally aspiring retailers that were entering Asian markets, because it's not exactly obvious that a huge warehouse with bulk packaging would work in cultures like (say) Japan, where people live in tightly packed, dense urban environments, much smaller houses and apartments than in America.”
- Speaker
- David Rosenthal
- Episode
- Costco
- Publisher
- Acquired
06 / prediction
Had this not gone down like this, I think Sol probably would have just retired as new management, took over at FedMart, and all would have been amicable.
“Had this not gone down like this, I think Sol probably would have just retired as new management, took over at FedMart, and all would have been amicable.”
- Speaker
- David Rosenthal
- Episode
- Costco
- Publisher
- Acquired
07 / prediction
LeBron, I think is already a billionaire. And especially once his playing days are over, he will be a multi billionaire because of the influence that he has.
“LeBron, I think is already a billionaire. And especially once his playing days are over, he will be a multi billionaire because of the influence that he has.”
- Speaker
- David Rosenthal
- Episode
- The NFL
- Publisher
- Acquired
08 / prediction
We carve out one or multiple chunks that Ben will take, and then Ben is responsible for the analysis.
“We carve out one or multiple chunks that Ben will take, and then Ben is responsible for the analysis.”
- Speaker
- David Rosenthal
- Publisher
- Acquired
09 / prediction
For a token contract price of $1, which Candler never collects, the Coca-Cola company will sell syrup to Thomas and Whitehead at a volume discount price of $1 per gallon, so even less than they are selling to the individual soda fountains out there because (I think) this is going to be a higher volume business.
“For a token contract price of $1, which Candler never collects, the Coca-Cola company will sell syrup to Thomas and Whitehead at a volume discount price of $1 per gallon, so even less than they are selling to the individual soda fountains out there because (I think) this is going to be a higher volume business.”
- Speaker
- David Rosenthal
- Episode
- Coca-Cola
- Publisher
- Acquired
10 / prediction
Simply because they have nearly infinite expansion potential ahead of them internationally.
“Simply because they have nearly infinite expansion potential ahead of them internationally.”
- Speaker
- David Rosenthal
- Episode
- Trader Joe’s
- Publisher
- Acquired
11 / prediction
The switching costs have not really come out yet in AI products, although I expect they will.
“The switching costs have not really come out yet in AI products, although I expect they will.”
- Speaker
- David Rosenthal
- Episode
- Google Part III: The AI Company
- Publisher
- Acquired
12 / prediction
The thought process is if you can take a given piece of information and make it smaller, store it away, and then later reinstantiate it in its original form, the only way that you could possibly do that is if whatever force is acting on the data actually understands what it means.
“The thought process is if you can take a given piece of information and make it smaller, store it away, and then later reinstantiate it in its original form, the only way that you could possibly do that is if whatever force is acting on the data actually understands what it means.”
- Speaker
- David Rosenthal
- Episode
- Google Part III: The AI Company
- Publisher
- Acquired
13 / prediction
From an engineering and scientific standpoint, building things that make use of this is a really interesting intellectual exercise. I expect we’ll be working on that for a while, incredible.
“From an engineering and scientific standpoint, building things that make use of this is a really interesting intellectual exercise. I expect we’ll be working on that for a while, incredible.”
- Speaker
- David Rosenthal
- Episode
- Google Part II: Alphabet
- Publisher
- Acquired
14 / prediction
Ben, to your point, because they have to make it look and feel and function exactly like the installed desktop apps, this is going to take them a long time and be a big investment.
“Ben, to your point, because they have to make it look and feel and function exactly like the installed desktop apps, this is going to take them a long time and be a big investment.”
- Speaker
- David Rosenthal
- Episode
- Google Part II: Alphabet
- Publisher
- Acquired
15 / prediction
If you look back to 2008, which was a long time ago now, all of the other leaders that were involved in that era have long since retired. I think many folks within J.
“If you look back to 2008, which was a long time ago now, all of the other leaders that were involved in that era have long since retired. I think many folks within J.”
- Speaker
- David Rosenthal
- Episode
- The Jamie Dimon Interview
- Publisher
- Acquired
16 / prediction
Basically the light bulb now goes off of if we can have Google search, paid and organic, be part of the user experience anywhere on the Internet, we should do everything possible to do that because it will build our liquidity pool and our business, and we will just monetize the Internet.
“Basically the light bulb now goes off of if we can have Google search, paid and organic, be part of the user experience anywhere on the Internet, we should do everything possible to do that because it will build our liquidity pool and our business, and we will just monetize the Internet.”
- Speaker
- David Rosenthal
- Episode
- Google Part I: Origins of Search
- Publisher
- Acquired
17 / prediction
I think perhaps inspired by what Yahoo was doing, Larry proposes that they’re going to work on this idea of a system that will allow people to make annotations and notes directly on websites instead of in a centralized directory like Yahoo.
“I think perhaps inspired by what Yahoo was doing, Larry proposes that they’re going to work on this idea of a system that will allow people to make annotations and notes directly on websites instead of in a centralized directory like Yahoo.”
- Speaker
- David Rosenthal
- Episode
- Google Part I: Origins of Search
- Publisher
- Acquired
18 / prediction
Totally, and I think a huge part of what enabled this building software is not necessarily a capital-light activity.
“Totally, and I think a huge part of what enabled this building software is not necessarily a capital-light activity.”
- Speaker
- David Rosenthal
- Episode
- Epic Systems (MyChart)
- Publisher
- Acquired
19 / prediction
By the way, again, inpatient activities are probably going to be your majority revenue stream because that’s where the most expensive, most complex care is happening, kind of similar to Medicare is your most important payer relationship because old people is where the most complex, most expensive care is happening, So you’ve got that, and then you’ve got Resolute, the billing system, all single database, all tied together, all built on top of it.
“By the way, again, inpatient activities are probably going to be your majority revenue stream because that’s where the most expensive, most complex care is happening, kind of similar to Medicare is your most important payer relationship because old people is where the most complex, most expensive care is happening, So you’ve got that, and then you’ve got Resolute, the billing system, all single database, all tied together, all built on top of it.”
- Speaker
- David Rosenthal
- Episode
- Epic Systems (MyChart)
- Publisher
- Acquired
20 / prediction
We’re going to do a two-team franchise auction in the same model as the first one, except now we expect the prices are going to be much higher.
“We’re going to do a two-team franchise auction in the same model as the first one, except now we expect the prices are going to be much higher.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired
21 / prediction
“I got the idea of the player auction because our family company had a partnership with Sotheby’s Auction House in India, where you offer the item to the highest bidder.
““I got the idea of the player auction because our family company had a partnership with Sotheby’s Auction House in India, where you offer the item to the highest bidder.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired
22 / prediction
They set up the Nimbus Sports Channel. It (I believe) quickly becomes the number one sports channel in India.
“They set up the Nimbus Sports Channel. It (I believe) quickly becomes the number one sports channel in India.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired
23 / prediction
In this case I think we should do Bull, bear, and mega bull case because I think there is a mega bull case here.
“In this case I think we should do Bull, bear, and mega bull case because I think there is a mega bull case here.”
- Speaker
- David Rosenthal
- Episode
- Indian Premier League Cricket
- Publisher
- Acquired