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 / belief
“I’ve been trying to do a better job getting Airflow in here while we’re recording, because I think I get dumber at the end of episodes, or at least I just get exhausted.”
02 / belief
“We don’t even know if China could dock with the ISS. I think that’s okay to say.”
03 / belief
“The little told story is, if I remember this correctly, I think Mark, even pre-Facebook, was trying to do a music startup.”
04 / belief
“I think we’re still definitely playing with the social concepts and trying to get that right.”
05 / belief
“I think our total addressable market is at least 10 times bigger than it currently is today with our exact same product if we just keep doing the work and making the product better and shipping one episode a month.”
06 / belief
“I think literally as we were making that episode, AI and social media feed recommenders were happening in that moment.”
07 / belief
“We have our ways of doing that now that we’ve codified across the company, which I think is pretty unique at this point.”
08 / belief
“Here is I think our most legitimate defense. Google does not report YouTube profitability.”
09 / belief
“When you see the whole arc of the show tonight, I think you’ll say, ah, yeah. You can’t take that on the road.”
10 / belief
“Last year, the Eras tour in the calendar year 2023 grossed (I think) $1.1 billion.”
11 / belief
“I remember calling Alex Himel, the guy who runs the product group, running into him and I'm like, hey, I think we should probably pivot this and make it so that Meta AI is the primary feature of it.”
12 / belief
“Why are you assuming that they’re worth the cash in their bank when clearly they can produce these incredible returns year over year over year. I think that the slept-on thing is Taylor.”
13 / belief
“You gave her an A-plus, but that was two years ago before the Eras Tour. I think you’re going to have to invent a new category.”
14 / belief
“To look at the single greatest IP holder in the world that has proven over a century that it can stay relevant, and apply that multiple to a single artist with no diversification, who has had this unbelievable ascent, and you’re taking that multiple off of this extreme outlier year, I’m not saying it should trade at 1x or 2x, but 20x, David, is a little… But your point I think is a very interesting one, which is when people are looking at the net worth of a person like this, they foolishly don’t consider it an enterprise.”
15 / belief
“We did the math, or Ben did the math as he usually does. I believe that is over 400 years of Acquired.”
16 / preference
“I started Facebook in school, came out to Silicon Valley with Dustin and a handful of people working on it at the time, and we did that because Silicon Valley is where all the startups came from.”
17 / evaluation
“I think the story with LinkedIn is that it was super unclear that it had the running room ahead of it.”
18 / evaluation
“Instead of taking my phone or your phone, we could all be working together on something. But what we saw during the pandemic, and that’s where Jam started, was we started seeing that people were using this to stay connected as well by having this shared consistent music listening where we’re all listening to the same thing at the same time, even though we were apart.”
19 / preference
“I would’ve said to you as well, people probably mostly why would you want to watch any video, but I think younger consumers, especially, don’t know what the difference is.”
20 / preference
“I think what you ideally have is glasses and through the glasses there's one part of it where the glasses can see what you see and they can hear what you hear, and in doing so they can be kind of the perfect AI assistant for you because they have context on what you're doing.”
21 / evaluation
“I will say the Starlink execution is just more remarkable than I think 99% of people would’ve guessed.”
22 / commitment
“Then we struck a friendship and we started jamming on various ideas around how to make music more social.”