Speakers in the public record
Claim mix
belief 27evaluation 9commitment 3uncertainty 2preference 1prediction 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
43 published records
“David and I regularly look at each other mid episode, and we're like, okay, is this of Acquired quality or is it actually net negative for us to release this episode, because we've now reduced the average quality of a thing that someone comes to expect from us?”
- Publisher
- Acquired
“The sooner you can demonstrate that to someone, the sooner they are going to take advantage of whatever means you have to follow, to subscribe, or whatever it might be, because it's not just a promise of consistency, but it's evidence of that.”
- Publisher
- Acquired
“Obviously, you were building up towards it, even as you said at the time, I think.”
- Publisher
- Acquired
“You have Rich Barton on from Zillow. I think he credited you with, you convince us to start buying houses.”
- Publisher
- Acquired
“I think an interesting place to start as we talked about it a bunch on this episode is Meta.”
- Publisher
- Acquired
“My incentive is not, I think I'm going to be Mark Zuckerberg’s best friend, so I'm really hoping that he invites me on as PJ and we get to hang out.”
- Publisher
- Acquired
“I think one of the reasons we feel such pressure on each episode is we're only dropping one, maybe two episodes a month.”
- Publisher
- Acquired
“I think that's the other company I've mostly been pretty right about over the years along with Microsoft or probably my two long standing best calls, but I'm not like waking up in the morning killing myself.”
- Publisher
- Acquired
“I don't know if I ever will. I agree that I should have by now written a book, but alas.”
- Publisher
- Acquired
“I think you're both right. There should be a set-in-stone treaties. Honestly, there's just a matter of priority.”
- Publisher
- Acquired
“To the Aggregation Theory point, I think I've heard you make this argument before.”
- Publisher
- Acquired
“You're being self deprecating here, obviously. But I think a big part of the reason, and this is behind Ben's question to you of it deserves canonical work, is the reason these are accepted truths and realities now is in large part due to your work.”
- Publisher
- Acquired
“There’s some segment of your listeners that are so wildly price insensitive about what you do that it doesn't matter.”
- Publisher
- Acquired
“David and I think we got drinks, and we're talking about Uber. It was your don't blame Uber piece from 2014.”
- Publisher
- Acquired
“Build a couple in Japan, because Japan is a future ally, but I think you do have to double down on Taiwan and roll the dice that nothing happens.”
- Publisher
- Acquired
“All we want them to do is write content. I think that's so foolish because everyone wants feedback.”
- Publisher
- Acquired
“Aggregation Theory is the obvious one. I think the time to have written that book would probably be 2017.”
- Publisher
- Acquired
“I think that of my work experience, the Microsoft bit was certainly the most impactful, not just because of what I learned about Microsoft, but just what you learn about big companies (I think) in general.”
- Publisher
- Acquired
“I usually have a very good memory of everything that I've written. But every now and then, I will encounter a piece where there's someone linked to it or come up when I'm searching for it.”
- Publisher
- Acquired
“To go to the back of the Hawaii trip, there was an aspect about going to Microsoft. It's like, well, I should go to a place that is directly oppositional to everything I believe in.”
- Publisher
- Acquired
“I think, actually, often the better interviews are with other analysts or people in different spaces. This also solved the how do I cover startups, because part of not being a reporter and being independent is that public companies have to disclose a lot of data.”
- Publisher
- Acquired
“I think Gruber was at the right place, the right time for Apple, for sure, not just in terms of Apple's growth, but also the explosion of the App Store.”
- Publisher
- Acquired
“Now, I think the set of people who are likely to use an RSS reader and who are likely to go directly to daringfireball.”
- Publisher
- Acquired
“One thing I think is great, sort of I went back to Substack and making it easy to pay, I think the real great thing for Substack and Substack writers today, it's not that it's easy to pay, but people aren't scared to give their money to some random writer on the Internet.”
- Publisher
- Acquired
“I think from Amazon, building up the support capabilities and rationalizing their offerings, it's weird because Amazon benefits, because they have so many features.”
- Publisher
- Acquired
“I haven't done a good job marketing my paid podcasts, I would say, other than leveraging Stratechery, but that's something we want to work on.”
- Publisher
- Acquired
“Give me the emotional moment where you're like, it feels like it could work. I think there's something here, I think I have content/market fit.”
- Publisher
- Acquired
“I think that's where subscription pricing does make much more sense for content production, because in this case, you're actually getting the money up front.”
- Publisher
- Acquired
“I would consolidate Meta, acquire Shopify, and spend three years fighting out in court, because I think the payoff would be worth it.”
- Publisher
- Acquired
“I think in many ways, Substack was, I don't know the exact history, but probably modeled after you.”
- Publisher
- Acquired
“I'm not going to work at Meta. I think that's pretty safe. If Meta wants to buy me for $100 million, I guess I'll earn out.”
- Publisher
- Acquired
“With that, listeners, we hope you have a wonderful holiday season. I believe we still have one more episode coming after this.”
- Publisher
- Acquired
“I think he actually invented native advertising, because you read every piece of content that he writes, and one of them just happens to basically be an ad.”
- Publisher
- Acquired
“Then I think the first month, when I tore all that out, I screwed up the subscription, so I double charged a whole bunch of people to process all these refunds as well as customer support.”
- Publisher
- Acquired
“Honestly, the biggest change that happened when I did raise prices was it didn't affect growth at all, except that I had a lot more people switch to annual subscriptions, because I like pre-announces like, hey, if you want to get a year at the old price, which is great, because I want people with annual subscriptions as we discussed at the beginning.”
- Publisher
- Acquired
“I was totally right, and I was so mad that I walked back a little bit. But I'm glad it happened because when I started out, no one cared.”
- Publisher
- Acquired
“It is a bit humbling to be a writer because I think people would understand all those things had I not written it.”
- Publisher
- Acquired
“The metric I was paying attention to was people who visited the homepage on days I didn't post, because to me, those were people that were hoping I had written, and they wanted more from me.”
- Publisher
- Acquired
“Automattic worked out. It actually worked out even better because I was hired as a growth engineer or whatever, which I didn't really know anything about, but then the team I was on pivoted shortly after I was there, to building a new back end of WordPress.”
- Publisher
- Acquired
“Once I realized I definitely want to do the subscription model, I started becoming super disciplined about never writing more than twice a week.”
- Publisher
- Acquired
“For example, now you can consume the daily update via a podcast or my articles via podcast, I think that's actually very much in line with my vision and view of Stratechery, which is, this is a publication that I write and I will make it as easy for you to consume in the way you want to consume as possible.”
- Publisher
- Acquired
“I think I'm lucky because I was so early, because I was the only person in this space doing this stuff.”
- Publisher
- Acquired
“In general, I think writers tend to succeed with podcasts because writing is a good marketing medium.”
- Publisher
- Acquired