Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
24 published records
01 / commitment
“I won't name which one, but we swapped that logo with their competitor's logo in the middle of that flywheel.”
02 / belief
“In the early 2000s, even Intel, I think, funded ASML's development of a big industry consortium including Intel of the UV and then thought the technology was going to die.”
03 / belief
“I think we just said platforms are not tied to a particular form of technology, but there's an important thing to notice that technology is really important.”
04 / belief
“We've got three. I think David recorded that we've released only for LPs or we'll release soon.”
05 / evaluation
“If you always open two apps and look for whichever one that happens to have that ride that's closest to you and always have open two apps to see whichever one gives me the closest rider that I can get matched with, then relative scale does not matter because you're contributing to the same pool of density in your local area.”
06 / belief
“We wanted to have a very fun local Seattle success story, but I think most people have no idea of the magnitude of the success story here or Jim's personal stories.”
07 / belief
“I think that's the best that you can do is just say that you've got another hill to climb.”
08 / commitment
“I go to YouTube with the intent for YouTube to service for me without me doing anything things that I will enjoy.”
09 / belief
“You represent a large class of people, but I think there's also another class of people that I'm guessing Chenyi and I may be a part of.”
10 / belief
“Regardless of how we end up defining network economies, it is the type of platform that we believe has power that's differentiating from network effects on its own.”
11 / belief
“I think what you're saying is take this example of a market where there is diminishing returns to density.”
12 / belief
“We teased earlier that we were going to talk about the difference between network effects and network economies. This is something that David and I have flubbed on a few episodes where I think I've conflated them in our power section.”
13 / belief
“Ben, I think you're touching on a good point, which is that platforms are naturally also competing with their own customers.”
14 / belief
“For us, instead of trying to give you a very abstract high level framework that's not going to relate to the actual situation, it's probably easier to raise a few questions that we think every operator when they think through will find some value in that.”
15 / commitment
“To phrase this in a much more tongue in cheek way, it's almost as if these companies that have us over a barrel as consumers are saying, look, we're married at this point and as long as you're not going to divorce me, I will become a worse and worse partner to you over time.”
16 / prediction
“Even in multidimensional space is a square root function, which means the second derivative is negative, which means that it flattens out after a point.”
17 / evaluation
“When a driver joins Uber, he makes the platform more valuable to passengers because more efficient route structures are now enabled.”
18 / recommendation
“Seven Powers was an attempt to take an understanding of strategy and make it generally available as sort of pattern recognition—Chenyi I think uses that term which I liked a lot—for founders and people that are interested in trying to create great strategies and make their companies successful.”
19 / evaluation
“I think his impulse to control the stack was not based on power but on aesthetics almost.”
20 / uncertainty
“I have to jump on it. It's interesting that he tried power computing—I don't know if the macOS running on other hardware devices was an initiative that started while Steve was still there.”
21 / preference
“Assuming their margin is roughly comparable and also putting aside the question of, is it strategically a good idea for my business to sell through Amazon versus selling direct or I think intentionally not diving into that because it's a whole bag of worms.”
22 / preference
“I won't just wire someone money directly, I will pay Airbnb's ridiculous fees because it's kind of nice to have that insurance policy and them as a trusted facilitator of the transaction.”
23 / preference
“One of the points that they made is we actually don't like to hold Apple in our portfolio right now because our view is that they're being overly extractive to their customers or over the whole ecosystem.”
24 / recommendation
“No. I use YouTube the way that one might speculate older generations use YouTube. David is a little bit Gen Z in that respect.”