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
18 published records
01 / belief
“Now we make computers and phones, we design them beautifully and we believe in thinking differently.”
02 / belief
“Interestingly, Apple is the company that he uses as the canonical example here. We think differently at Apple.”
03 / belief
“I feel like in a lot of ways it’s through what we were discussing in the history with the drama and all the different big tech companies circling around Waze. This company was going to get acquired by somebody, so I think that’s what would have happened otherwise.”
04 / belief
“I think a lot of the initial users that came on to these platforms were probably just like cheapos who were like, “Oh yeah, I was thinking about using Hipstamatic but I really don’t want to pay $3.”
05 / belief
“Definitely the dual office thing. I would say you still sort of need to have your finger on the pulse in the hub.”
06 / belief
“Absolutely. I think the nuance here though is something like Musical.ly, something like Waze, it's in both places.”
07 / belief
“I think if I’m the car companies right now and realizing that there’s going to be this driverless future, I think you have to make the bet that people aren’t going to want to buy your cars en masse, but people might want to subscribe to your fleet and it would be like a Mercedes based Uber, like a self-driving Mercedes based Uber and the question is would people rather subscribe to an individual auto manufacturer’s fleet or the things you can do for lock-in there, or would people rather subscribe to a more generic fleet going on Uber.”
08 / belief
“Like it’s figuring out what the very specific tailored experience someone is in when they’re immersed in this single full screen application and like in the Pokemon case, it’s my God, they’re so obsessed with finding that we are so obsessed with finding the Poke stop or the gym and like, businesses can pay for the right to direct people to go places in the real world. That’s going to be, in my opinion, the way that mobile advertising succeeds, is that it’s native, it’s very specific to the platform and it took us freaking 10 years of mobile to figure out what the right way to advertise to people on that platform is.”
09 / evaluation
“David and I realized that it wasn’t very fun when we talked beforehand and then we’re of one mind when we had gotten into the show and then we would refer to things like we were talking before the show which is less fun for you, guys.”
10 / evaluation
“Especially with network effects. Of course you get more value out of it, everyone's using it because it's free.”
11 / uncertainty
“” The rumors were that they were talking about a $500 million acquisition with Waze. How far that went, we don’t know.”
12 / prediction
“We’ve also talked about this before but I think really, I put this in here because there was a great quote in that same blog post I referenced earlier that we’ll put in the show notes from, Noam Bardin who was the CEO of Waze and still is from 2009 onward, and the theme is that like entrepreneurship is a global theme now.”
13 / evaluation
“I think that that combined with Google’s autonomous vehicle future and the great data that it develops, that creates for itself, for its use and its own app, and it feeds into Google Maps, I’m going to go A- only because the A’s that we’ve given out are just like widely successful on a ridiculously fast scale.”
14 / recommendation
“I believe that all great companies in the Pacific Northwest deserve a chance to have an experience with their venture capital firm that’s every bit as high quality as the best companies in Silicon Valley get.”
15 / evaluation
“You see a digital ad, you tap on it, you navigate to go there and like people don’t even think twice about the privacy because the main purpose of Waze is knowing where you are.”
16 / evaluation
“To me, it's almost like in some ways this is… I’m going to give it a grade but how I really feel, and I know this is a cop-out in some “ways,” it's too early to tell like even though this happened three years ago and it's too early to tell because just like three years ago and this whole Waze story I feel like was really the closing chapter of the mobile platform “wars”.”
17 / evaluation
“Yeah, and even more than the actual asset of the data is they bought this data gathering machine and I think that’s why we haven’t seen them mess with it at all is because it had a great growth trajectory particularly after the Apple Maps debacle, it was growing at 100,000 new users a day.”
18 / evaluation
“This is really cool because before Waze, there’s kind of like all of navigation and mapping was this like top-down thing where like TomTom or Garmin, like they had their data set that was canonical.”