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
22 published records
01 / recommendation
“Okay, my Carve Out for the week, I thought it would be appropriate given that we covered Facebook today, is a relatively new book by Parag Khanna called Connectography: Mapping the Future of Global Civilization that I read.”
02 / belief
“I think Nissan Leaf was one of three advertisers that actually bought– Anyway, so banner ads didn’t work very well.”
03 / commitment
“Simultaneously, you have this market force that’s fueling that which is over the sensitive element of the internet that the one thing that’s always been true and that is, more information will be more available to more people than previously existed. So now it’s so much easier to get information than it previously was that institutional investors, VCs, and private equity firms would make the case to their limited partners, their investors saying, “Look, I have information access and connections to these startups or these late-stage companies that I will deploy this capital into, and I have unique access to that.”
04 / belief
“Yup. And we think a little bit about like the financial returns to the acquirer but we’re not spreadsheet jockeys here.”
05 / belief
“I think one of the lessons that Silicon Valley and the tech world seems to have absorbed from the Facebook IPO is “don’t go public, it’s terrible”.”
06 / belief
“The biggest thing that I think we both really want to talk about here, we’ve chat a little bit before the episode, this totally changed the way that tech companies IPO.”
07 / belief
“I mean, I think about this every day being a venture capitalist. At the early stage, we’re somewhat insulated from this, somewhat, but only somewhat.”
08 / belief
“I think there are two elements, as we’re seeing in this election cycle play out so viscerally, like income inequality and wealth inequality in America is more polarized than it’s ever been.”
09 / belief
“I think Twitter had already bought Tweetie, so the iOS client for Twitter was exceptional at the time.”
10 / belief
“I agree. Quick followup on Skype, our last episode. We speculated on the show that Microsoft might have used foreign cash to buy Skype which was a non-US company, and it turns out that is indeed the case, was indeed the case.”
11 / belief
“I think yeah, there’s an existential thing where they totally… and VR. They totally fear missing the next boat since they almost missed the mobile boat.”
12 / uncertainty
“I mean, their major complaint was, “look, on all these blogs they are letting us take over the whole back page, we can slide stuff in from the sides, we can get this big header that pushes all the content down, and all we get are these crummy, little static ads on Facebook on the side.” And I don’t know if they had started newsfeed ads at that point, but either way, the ad formats on Facebook have historically been so much more limiting than the kind of arguably user-hostile things that you get across the advertising ecosystem on the web.”
13 / evaluation
“For the year of 2011, they ended the year with 845 million monthly active users, 483 million daily active users. So doing the math on that, that’s over 50% DAU to MAU ratio, which means over half of Facebook’s users used it every single day, which is just incredible.”
14 / prediction
“I think the reason that’s probably living on is because Facebook Live is proving so the future of Facebook that Twitter is really afraid to exit that race when Facebook is making such a big bet on it.”
15 / evaluation
“I think Mark has talked about turning down that acquisition being one of the pivotal moments in the history of the company.”
16 / evaluation
“I think we even talked about this on the Instagram episode that there were a few things that Facebook held near and dear, one of which was being the source of platform andidentity, and that was quickly becoming really important to them to get a foothold in, that everybody sort of needed a Facebook as infrastructure on the internet.”
17 / evaluation
“Like, “You have to put them in there so let’s make up some phony risk to our business that actually make us sound stronger.” But part of I think because of all this disaster that the IPO process became, they had to really answer to what this risk meant and they saw literally half of the value of the company evaporate before their eyes.”
18 / preference
“As we thought about what direction we wanted to take the show, it became more and more clear to us that we should be looking at companies that don’t get acquired but go all the way to going public.”
19 / evaluation
“I think a really nice way of putting a bow on and tying up the Facebook IPO story is that the next year, at TechCrunch Disrupt 2013, so in 2012, Zuckerberg said in an interview on stage that HTML5 was the biggest mistake that he had made in the history of the company.”
20 / evaluation
“I think that when we shifted to mobile, everybody tried to move their banners down to tiny little banners, and that didn’t work very well.”
21 / prediction
“If they had continued to wait longer, like actually we’re seeing a lot of companies do today, you run into these sort of issues where early investors need to get their money out and they’re going to, I don’t know, do big secondaries and you’re going to have the same sort of issues we’re having today with the super-unicorns which we should talk about in tech themes.”
22 / preference
“com and use the mobile web because it was better than the crappy app that they had.”