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 / recommendation
“The original idea, Don Valentine says this in the Stanford GSB talk that we always recommend when he holds up Alfred's resume.”
02 / uncertainty
“If you had a million people by early ‘94 using your software on the internet, I don't know what percent of internet users that is, but it's meaningful.”
03 / uncertainty
“I don't know if they actually fly to Japan or if they meet with SoftBank in the US.”
04 / belief
“I think there's something very interesting to be done by opening up to the masses.”
05 / commitment
“Then 2016 he stopped, and we’ll cover all that in the next episode, but very much embracing the idea that I'm going to be allowed on the internet. I am going to share my thoughts with the world and very early to blogging.”
06 / uncertainty
“I don't know the exact timeline here, so I'm both hypothesizing and dramatizing for effect.”
07 / uncertainty
“I've just been on such a gaming and classic gaming kick lately. I don't know what it is.”
08 / uncertainty
“I don't know that this is actually publically written anywhere, but this is the biggest lesson that he took from Sequoia's Cisco investment, which he was looking at the returns at Cisco.”
09 / uncertainty
“Exactly. This is going to become really big, but at that time, I don't know what Ben was feeling.”
10 / commitment
“Absolutely. It is very much this let's take something very esoteric, make it very available to everyone, and then we will figure it out later.”
11 / belief
“I think you need both because if you only know success, you don't know the difference between success and failure.”
12 / belief
“I think if there's one thing that young Marc Andreessen and now older Marc Andreessen is very good at, it is putting himself in the right environment to meet the right people and to succeed.”
13 / belief
“I think the folks in NCSA would say that Mosaic was an official project, Marc says they sort of self-organized.”
14 / belief
“I think Microsoft was about $10 billion at this point in time, if I remember it right.”
15 / recommendation
“I recommend everybody go read about all of this that came out a few years ago by David Streitfeld about it.”
16 / prediction
“The only crazy last-ditch potential financing option available to them is to try and go public because weirdly, there were still some believers in the public markets, even though all the VCs and private investors at this point were like, oh boy, we don't be funding any of these money burning companies.”
17 / evaluation
“That's a good question. It could be that or I wonder if it's more that if we were to cover this company, we would say you should not invest in this company.”
18 / preference
“There's this 2003 interview—I love reading things from 2003 about Marc and Ben because it's this really interesting perspective where it's post-Netscape, post-Loudcloud, post-crash but they're just angel investors.”
19 / evaluation
“If you've never experienced something like that viscerally where you've operated, founded, or worked at a high level at a company that was undergoing that, because you don't know what the benchmark is, you don't quite know what you're chasing.”
20 / commitment
“I've never seen this happen before and I want to learn how you did it. It’s so great because a) it's so Doug, what a learning machine; b) it's so great because it's obvious what is happening here.”
21 / evaluation
“Once again, ahead of its time. Marc, I think, was not super thrilled with how that was going.”
22 / prediction
“The console gets delayed for a year and because of that, they'll never be able to reach a deal with Nintendo and it's unclear that anything's going to happen.”
23 / recommendation
“The original idea, Don Valentine says this in the Stanford GSB talk that we always recommend when he holds up Alfred's resume”
24 / recommendation
“I used to use Thunderbird. I thought it was great.”