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
15 published records
01 / belief
“Actually, back when I was an investment banker, that Silver Lake which I think was the first true traditional private equity tech-focused firm was formed and I remember meeting with them thinking how odd.”
02 / belief
“Again, I’m not out there spreading billions of dollars of our balance sheet money around because that really just creates a huge liability and so we do it where it’s meaningful, where it makes sense, and where we think we’re going to get a reasonable financial return in this space.”
03 / belief
“As a CFO and COO of a startup having been on the other side, both on the investing and acquiring side, I also, I think, I hope avoided a lot of pitfalls and kept my cap table clean and knew a lot of things that I should be doing that I think a lot of folks can get trapped in.”
04 / belief
“I think in a lot of companies and certainly in Microsoft, it used to be a case where let’s say you’re the product team for Outlook and you’re trying to ship a mobile client and it’s not going so well, and you get management buy-off to go buy a mobile client.”
05 / evaluation
“When you say it doesn’t work, I think you have to be careful in terms of work to do what.”
06 / belief
“I think the one thing that I certainly believe is that it actually has made me a better corp dev person by far, having been on the other side, if you will.”
07 / belief
“I think that’s certainly one way to go and the market will judge over time if they’re doing a good job with that or not and they’re essentially out there competing with any other VC for dollars.”
08 / evaluation
“Something that I didn’t realize even until I had been working in venture for quite a number of years, but I think most people don’t realize about the VC ecosystem, it’s actually kind of the same thing.”
09 / evaluation
“The tension though is if we do that and we think there’s a meaningful chance that they might just sell those shares, then that can be detrimental to the company if a whole slug of shares comes on the market at once, that can depress the share price.”
10 / observation
“What’s also interesting, well we don’t know, but one of the cool things about how Amazon works is there are these small teams within the company that are focused on innovative projects that they’re doing.”
11 / prediction
“Uber in China I think is kind of the big reason they’re waiting but with Snapchat, I continue to be impressed and I’ll buy at any price.”
12 / evaluation
“We realized that we were selling ourselves short, our ambition short.”
13 / preference
“I don’t know if this will work but I love– It’s impossible to overstate how much I love Amazon’s muscle for experimentation and ability to do tens or hundreds of these sorts of things at once.”
14 / prediction
“Because I think we keep seeing Instagram copy a lot of Snapchat’s functionality and if you’re already an avid Snapchat user, you often are not really compelled by the Instagram features.”
15 / evaluation
“Yes, generally in the long-term more jobs are created after one or two generations of a gap by an advanced technology, but as an industry, we really do over celebrate these gains in the short-term and really do not come up with solutions for all the people that are disenfranchised because of it.”