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
30 published records
01 / belief
“Let's talk about what I think is probably now another huge mega trend to come for the decades ahead, the exporting of Silicon Valley to the rest of the country and the rest of the world.”
02 / belief
“I think Don Valentine said Mike Moritz and Steve Jobs were the two best question askers I ever met.”
03 / belief
“You can see it's starting. Space is the first piece of this, I think. It went from deeply unconsensus in Silicon Valley to now pretty consensus.”
04 / belief
“The thing that I'm most hopeful about, and I think if we do our jobs right over the next 10 years—this will be the case—I want to see that incentive alignment across the country, so that it's not just this unique thing that's in Northern California, and that a certain class of people are privy, too, that it is everywhere.”
05 / belief
“There are a lot of good old gems in there that I think a lot of people didn't get to experience because it was behind a paywall.”
06 / belief
“I think so much of our audience is a complete outsider to Washington. Is it gauche to talk about making money, starting things.”
07 / belief
“I think when you look at other countries and other ecosystems that are emerging using this model, which is exciting, extraordinary, and it's something I think we're all excited about, it's following a story that was created here.”
08 / belief
“I think we'll look back and say, wow, the post-war movement to New York City and to San Francisco, didn't have to be the end-all-be-all of the American experience.”
09 / belief
“I think the greatest way that it affected me was, I think starting your career off in a dying industry gives you a different perspective than if you start your career off in a company that is just filled with abundance.”
10 / belief
“I think Covid made that inevitable. All of us were keeping our relationships online.”
11 / belief
“I think we have to be very honest about that, which is very different than East Coast private equity.”
12 / belief
“I think there was that understanding, but then I also think one of the observations that I had is that Silicon Valley is very good at understanding consumer businesses.”
13 / belief
“I think the number of people at the Style section who would say that they are writers first and reporter second is actually quite high.”
14 / belief
“What does it look like within the firm of hey, I think we should create a vertical.”
15 / belief
“Education is one of these things that I think coming out of COVID, people really realize that we are still operating on a 19th century model.”
16 / belief
“One of the core mega themes that (I think) we have on Acquired that anybody who's a longtime listener is probably asking themselves right now, is there are three components of being right in a big way to an investment thesis.”
17 / belief
“There were a ton of questions even until very recently around the business model of SpaceX. I think for a lot of these companies, they take extraordinary founders.”
18 / belief
“One of the things that I think has made this easier is we see these companies in our portfolio before we had this practice.”
19 / belief
“Weirdly, I think Washington, in some corners, has moved away from that story of creation.”
20 / belief
“I think the same sort of translates to career decisions and people being willing to take risks and believe that there is a growing pie, rather than I need to fight for my corner of it.”
21 / commitment
“We're excited to build a practice around this thesis, but also because we feel like the tailwinds are unique for this moment that we're in, especially coming out of COVID.”
22 / evaluation
“If you read the recent reports from the New York Times about how they're trying to kind of curtail their Twitter use, because they've realized that it's completely changed how they report, I think is the biggest trend in media.”
23 / evaluation
“There are so many places that people want to live, but didn't feel like they could do it, because the myth was you have to be in Silicon Valley, you have to be in New York if you're a serious person.”
24 / prediction
“It is a great place for the top venture firms to be investing. I think if we do our jobs right, we will see this new category.”
25 / evaluation
“Everything is less expensive in consumer land except for healthcare, except for housing, and except for education. It's really because technology has not touched those sectors, and will not touch those sectors unless we do something about it.”
26 / evaluation
“Silicon Valley is an idea, not a place. But when I say Silicon Valley, I mean the people who are leaving the culture and going to the counterculture to build, and they're building with technology because they want to solve real problems.”
27 / prediction
“Yes, this is also a function of and this is one of the things that I think is actually forced the government to say, okay, we're going to have to work with the private sector in a way that's probably a lot deeper than what we used to do in terms of a defense industrial base.”
28 / evaluation
“We will be in a bind if we can't get parts delivered as a hardware company or if we have to fly out to a random machine shop in the middle of the country and find out why things are delayed.”
29 / evaluation
“Let's make sure that we don't take off the regulators in some way. And in some ways, like when you look at the geography of Washington versus Silicon Valley, I think that part of the magic of Silicon Valley emerged so far away from Washington and emerged in a totally different part of the country with a totally different history.”
30 / evaluation
“For one, I think people were happy that there were young people choosing to leave, because it was a constraining environment.”