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
20 published records
01 / belief
“I’m going to go with C for the reason that I was saying a minute ago which is like they had to do something and this, I think, was the best that they could do.”
02 / uncertainty
“I’m super curious to see what they’re going to do with it. I mean, we don’t know how big the deal was.”
03 / uncertainty
“We don’t know what promises were made but this thing needs a ton of capital to grow.”
04 / commitment
“We won’t get into that here. Okay. Number two, Lyft turns down acquisition offer from GM reportedly.”
05 / belief
“To use an Amazon phrase, it’s day one still, 10 years into the smartphone. I think Amazon is kind of the same thing.”
06 / belief
“I mean, I think of course there are things, waves that will come along that could disrupt Amazon, but it's also like Bezos has architected that company so well that they’re out at the front of every wave I can see at least.”
07 / uncertainty
“Lore was not a fan of Amazon and especially after having worked there. So when he leaves in 2013 which is pretty quickly, we don’t know what the terms of his retention package were but I got to imagine it was longer than sort of two-ish years that he stayed there.”
08 / uncertainty
“I mean there is a non-zero chance that Jet can either beat Amazon or become a meaningful #2. We could be wrong.”
09 / belief
“Then I think the third asset that if I’m Marc I’m excited about is the customer base of Walmart, like the vision of Jet originally was to serve the middle class Americans that are price conscious, and that’s Walmart’s customer base.”
10 / belief
“On the one hand, they spent a lot of money for something that I think at least Ben and I feel like is still going to lose to Amazon, like Walmart is still going to lose and Jet’s still going to lose.”
11 / preference
“Oh man, this is really an interesting fact. So I’ve been using smile.amazon.com for a long time.”
12 / evaluation
“I totally believe that because it’s amazing when you search for a product now, how your organic search result and your paid search result are both for that product on Amazon.”
13 / evaluation
“Urban and millennial customers. So there’s definitely an asset buy here and the customer base, I think you’re right though.”
14 / evaluation
“It’s amazing, right? And I don’t know how much we want to get into this on the show, but Twitter’s become this place that is not necessarily the greatest place to hang out all the time for all people.”
15 / prediction
“Well, I think if you go back to our favorite analyst on this show, Ben Thompson, and the idea of aggregation theory, this kind of is the underpinning sort of ideology of the internet and internet business models is that you can take all of these industries that before the internet were by necessity fragmented and could have multiple winners because you needed physical store space in every market in town, and that led to some companies would do better in some locations and others and others.”
16 / preference
“It’s wealthy individuals, upper middle class, people who actually care. They care about price but they also care a lot about convenience and selection – Amazon’s holy trinity, which we will come back to.”
17 / preference
“Obviously, we’re huge fans of Amazon here so I’m really trying to take off my “Amazon’s going to take over the world” hat when looking at this thing because I think more and more, even over the past year with Amazon’s tremendous growth and just having a lot more faith in their long-term plan, I just start evaluating things as are they really going to compete with Amazon?”
18 / prediction
“I think there’s a good chance that whatever that is comes from Amazon itself, you know. They’re making big investments into drones with Prime Air, like that could be hugely disruptive because that change the economics of delivery and fulfillment.”
19 / evaluation
“I think that right sharing lends itself to a winner-take-all dynamic because density is so important.”
20 / evaluation
“Then asset, too, the category we added last time with Waze, very much. So in the press release that Walmart puts out here, they make sure like I think the second bullet that they call out about the rationale is that Jet has a growing customer base of urban and millennial customers.”