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
19 published records
01 / belief
“If folks might remember, the deal got down at $196. So what happened, and I think that was about $5 billion worth of value that’s the difference there.”
02 / belief
“At the same time, let’s be clear, like as a VC I believe and you probably believe too, Ben, the numbers don’t like.”
03 / belief
“I think in this case this is sort of the first real splash that’s been made of somebody trying to do the obvious and bringing the three pillars of this medium together.”
04 / belief
“Podcasting is like total breakout and that’s the ceiling with $100 CPMs and I think for this show, we’d be somewhere between $25 and $50.”
05 / uncertainty
“If they can find a way that continues to ensure user privacy but makes podcasting more valuable, maybe we’ll see a way for Apple to open up reporting of podcast to advertisers. I don’t know.”
06 / uncertainty
“How much did Facebook acquire Push Pop Press for? We don’t know, but a lot less than that.”
07 / belief
“Midroll, while it is a better company, they’re really taking on a flyer on spending 50 million on that thing. Their revenues right now are I think like 1.”
08 / belief
“I think if you’re going to build a really great client and consumer experience, it has to be about podcasts.”
09 / uncertainty
“Pocket Cast could have been a potential one. But Stitcher for all of its problems, and we don’t know how engaged these users are, but they had 8 million registered users.”
10 / prediction
“Like the parallels here, and I completely agree, I think the opportunity is huge to create as terrified as Gruber and Ben Thompson, another one of the folks we talk about on the show a lot – he has a blog post about this on Stratechery and talks about on his podcast which is excellent, Exponent, that he does with James Allworth – they’re terrified of the Facebook-ization of podcasts.”
11 / evaluation
“Stitcher is popular, but my show is not on Stitcher because Stitcher re-hosts the audio, compresses it to hell, and unless you opt out, inserts their own ads.”
12 / evaluation
“One of the things that’s sort of playing into that, the reason everyone’s making a big deal is because the cost per thousand impressions or the CPMs that podcasting commands, at least right now and maybe attributable to the audience that it has, being a very high value audience.”
13 / preference
“One thing that we felt was super important was for the host to be able to read the ads because that’s been one of the things that commands the really high CPMs in the world today.”
14 / evaluation
“Everybody, you hear those promo codes in a lot of podcasts that give you that nice 10% off, that is literally the only way that the advertiser has to attribute to that channel.”
15 / recommendation
“Other people have tried this before, but Scripps actually is really brilliant here like they see there’s a huge arbitrage right now between the listener numbers and engagement on podcast as a whole medium and the complete cluster that is the state of any kind of advertising or analytics on the platform. So the only way you can solve this is to own the full stack and bring it together.”
16 / evaluation
“I guess Stitcher already has this ad pipeline built in that they wouldn’t have to sort of do themselves, but to me, just pointing Midroll’s ad sales at Stitcher, I have more faith in that as sort of a small business than I do of them executing the large opportunity of creating the top to bottom ecosystem successfully. So I’d say, I’d go a B on the Stitcher acquisition just because they’ve already got Midroll and they can point those ads into Stitcher and I’m sure make some money out of it and get their 4.”
17 / preference
“I think premium content might be the way to do it, but businesses have won sometimes even illegally over the years because they were able to bundle with the platform.”
18 / commitment
“Anyway, but like one I have is spend at least 15 hours per quarter face to face with each founder of each portfolio company I work with.”
19 / prediction
“There’s definitely some sacrifices that would have to be made there because I think that ultimately it would be a programmatic ad network with a full bidding system, the way that AdWords is or the way that Facebook Ads are.”