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
“We may be overly quoting Gurley here, but I think I saw a recent tweet, something along the lines of there is an infinite amount of product/market fit for selling dollars for 90¢.”
02 / belief
“Fox actually, I think, did this really well, what you were describing with geography and power of over the last 10 years or so.”
03 / belief
“Then Bill looks at his watch and he says, oh, our hour is up. I've got to go and I realized, oh my God.”
04 / belief
“I would say, we're sorry to blow your cover, but it's sounding like that's pretty well blown as no longer the best kept secret in Silicon Valley.”
05 / belief
“My partner, John, in Strategy Capital, I think he was the second hired employee.”
06 / uncertainty
“I don't know. I think people had thought about it. There are a lot of subtleties around switching cost that you have to think through.”
07 / belief
“Everybody knows what network effects are. But one of the things you talked about in the book that I think is so accurate, and I've observed as an investor, you can talk about network effects till the cows come home.”
08 / evaluation
“If there's just switching cost and you'll never buy anything more, it doesn't matter because it's in those additional transactions.”
09 / belief
“If you're looking for that next great thing that you want to go do, we have personally curated some great jobs that we think are interesting at acquired.”
10 / belief
“Their head of sales was adamant that this would never turn into anything, and he was a sharp guy. Andy Grove was dead set against it, I believe is correct.”
11 / belief
“I think I'm the top review. I, at least, was. Let's go back and check. But seriously, Hamilton's work is just incredible.”
12 / evaluation
“I'd say an exception to that is that if you have a company like that and you see that they're just gaining an enormous relative market share, there might be some other company that's earlier. But there's something about their business model that just doesn't work as well.”
13 / evaluation
“I'll give you some examples. I would argue that In-N-Out Burger is counter positioned against McDonald's.”
14 / prediction
“The fact that they don't map to each other, and the fact that power maps directly to value, or there's a one-to-one mapping between power and value, that means that disruptive technology does not map to value.”
15 / recommendation
“I think when you're thinking about competitive analysis, in particular, when you're thinking about starting businesses, I always tell people, don't focus so much on the competition.”
16 / evaluation
“What that says is, there's this moment, but then the problem is, from a strategist point of view is that all the information is changing so radically that the person or the group that has to process that is the founder and his team.”
17 / preference
“My first efforts, I think, I wrote a full book this way were fun stories and then occasionally, I kind of slip in a concept.”
18 / evaluation
“I'm curious about your thoughts on cornered resources in general, but in particular, something that just really spun around in my mind reading this is, lots of people in tech, especially lots of VCs think that executive talent and founders are a cornered resource.”
19 / evaluation
“I thought this was super interesting because people think about switching cost as (I think) tend to be like old school industries or whatnot.”
20 / prediction
“The reason is, if you think about what's going on, if there is a similarly-sized or reasonably-sized competitor—Lyft, for example—in this market or others in other markets, that they can achieve a similar network effect.”
21 / commitment
“I think I was the only person at that time to ever cold call the company, because there was all Harvard and Stanford MBAs basically.”
22 / evaluation
“If you think about Uber going into a different geography, it doesn't matter because the economics are physical density scale economies.”