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Acquired / episode intelligence

Inside the M&A Press with Bloomberg's Alex Sherman

27 Sept 2016 21 published claims 2 attributable people

Speakers in the public record

Claim mix

belief 6uncertainty 5evaluation 4prediction 2recommendation 1commitment 1observation 1preference 1

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Claim ledger

The useful parts, with receipts.

21 published records

02 / belief

Exactly. So I think Snapchat has it right where they’ve realized, oh, this sort of housing form of chat and general communication can also be used to do other things.

“Exactly. So I think Snapchat has it right where they’ve realized, oh, this sort of housing form of chat and general communication can also be used to do other things.”
Speaker
Not verified from transcript
Publisher
Acquired

03 / uncertainty

In part because, I mean I’m 34 years old and I can’t figure out how to use Snapchat. It’s the first company that has a product where I’m like I am aged out of this at this point, like I don’t know what this thing is.

“In part because, I mean I’m 34 years old and I can’t figure out how to use Snapchat. It’s the first company that has a product where I’m like I am aged out of this at this point, like I don’t know what this thing is.”
Speaker
Not verified from transcript
Publisher
Acquired

07 / belief

A lot of the information simply comes from what I would say to some degree is coincidence, which is I have been trying to get a meeting with a person for weeks or months and finally, this person has said yes.

“A lot of the information simply comes from what I would say to some degree is coincidence, which is I have been trying to get a meeting with a person for weeks or months and finally, this person has said yes.”
Speaker
Not verified from transcript
Publisher
Acquired

08 / uncertainty

I don’t know if this will have any sort of repercussion on the Verizon deal but already you’re starting to hear sort of outsider speculation that if this does turn out to be a big deal, maybe Verizon would push to try to alter the price of the deal.

“I don’t know if this will have any sort of repercussion on the Verizon deal but already you’re starting to hear sort of outsider speculation that if this does turn out to be a big deal, maybe Verizon would push to try to alter the price of the deal.”
Speaker
Not verified from transcript
Publisher
Acquired

09 / uncertainty

We’re obsessed with this sort of self-driving car. That’s why we decided to redhead that Apple-McLaren story even when McLaren later came out and denied it, which by the way, as sort of a side topic, they didn’t have to deny that so I don’t know why they publicly denied it because based on our sourcing, they at least had conversations with Apple.

“We’re obsessed with this sort of self-driving car. That’s why we decided to redhead that Apple-McLaren story even when McLaren later came out and denied it, which by the way, as sort of a side topic, they didn’t have to deny that so I don’t know why they publicly denied it because based on our sourcing, they at least had conversations with Apple.”
Speaker
Not verified from transcript
Publisher
Acquired

12 / uncertainty

I don’t know if I should give this away because my competitor at the Wall Street Journal are listening and they’ll take the idea, but I’ll at least tease you guys.

“I don’t know if I should give this away because my competitor at the Wall Street Journal are listening and they’ll take the idea, but I’ll at least tease you guys.”
Speaker
Not verified from transcript
Publisher
Acquired

13 / prediction

I think that’s a perfect one of, you know, that we were going to ask you like what tech trends do you see covering the landscape that are coming and absolutely how messaging, like you can look to Asia and see how messaging has evolved into this operating system there.

“I think that’s a perfect one of, you know, that we were going to ask you like what tech trends do you see covering the landscape that are coming and absolutely how messaging, like you can look to Asia and see how messaging has evolved into this operating system there.”
Speaker
David Rosenthal
Publisher
Acquired

14 / prediction

I don’t know enough to speculate but if the breach is as bad as it sounds like it could be, I mean you’re talking– It wasn’t that long ago that the Sony hack happened and the amount of value destroyed at that company and costs they had to incur is definitely material.

“I don’t know enough to speculate but if the breach is as bad as it sounds like it could be, I mean you’re talking– It wasn’t that long ago that the Sony hack happened and the amount of value destroyed at that company and costs they had to incur is definitely material.”
Speaker
Ben Gilbert
Publisher
Acquired

16 / observation

This leads to a point that David and I have been talking about since kind of a couple of years ago before we were doing Acquired and we were thinking about if we were going to do a podcast, maybe this would be an interesting area to go after because it sure seems like nobody talks about these deals after they’re done.

“This leads to a point that David and I have been talking about since kind of a couple of years ago before we were doing Acquired and we were thinking about if we were going to do a podcast, maybe this would be an interesting area to go after because it sure seems like nobody talks about these deals after they’re done.”
Speaker
Ben Gilbert
Publisher
Acquired

17 / evaluation

I think more like the cynic in me says people don’t pay for things and people especially don’t pay for well, I guess people don’t pay for entertainment, people don’t pay for websites.

“I think more like the cynic in me says people don’t pay for things and people especially don’t pay for well, I guess people don’t pay for entertainment, people don’t pay for websites.”
Speaker
Ben Gilbert
Publisher
Acquired

19 / evaluation

It’s this thing that its people that are in the M&A world or in startups and hope to one day be in the M&A world. And that’s got a ceiling and I think you talking about the fact that it kind of fits under that moniker of trade publication is the best way to succinctly put it that I’ve heard yet.

“It’s this thing that its people that are in the M&A world or in startups and hope to one day be in the M&A world. And that’s got a ceiling and I think you talking about the fact that it kind of fits under that moniker of trade publication is the best way to succinctly put it that I’ve heard yet.”
Speaker
Ben Gilbert
Publisher
Acquired

20 / preference

Listening to David run through the acquisition history and facts there is enjoyable in its own right just as a form of entertainment. So I think that there have been a few instances where we had a more dramatic history reading there and that is something that we continually have people tell us, “You know what, I actually am not that interested in M&A but I listened to that episode specifically because my friend told me it was interesting and I loved hearing that story.

“Listening to David run through the acquisition history and facts there is enjoyable in its own right just as a form of entertainment. So I think that there have been a few instances where we had a more dramatic history reading there and that is something that we continually have people tell us, “You know what, I actually am not that interested in M&A but I listened to that episode specifically because my friend told me it was interesting and I loved hearing that story.”
Speaker
Ben Gilbert
Publisher
Acquired

21 / evaluation

Let’s say Twitter for example absolutely does and as soon as people, you know, my sources are no longer on Twitter like the people that I want to be following because they decided not to subscribe, it's less valuable for me and then I don’t get that content so I’m incentivized not to subscribe and I think that there’s this like unidirectional value creation that happens from traditional media companies to their readers and there’s this massively bidirectional interconnected web on social media where if people start falling out of the ecosystem, then everybody else is less incentivized to pay also.

“Let’s say Twitter for example absolutely does and as soon as people, you know, my sources are no longer on Twitter like the people that I want to be following because they decided not to subscribe, it's less valuable for me and then I don’t get that content so I’m incentivized not to subscribe and I think that there’s this like unidirectional value creation that happens from traditional media companies to their readers and there’s this massively bidirectional interconnected web on social media where if people start falling out of the ecosystem, then everybody else is less incentivized to pay also.”
Speaker
Ben Gilbert
Publisher
Acquired
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