Comcast

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jan 2, 2019 by Scott Kupor · said 60 times in 24 episodes since 2018 · across every show →

Mentions by year

brought up most by Joshua Browder (12), Benedict Evans (12), Chris Dixon (10), Alex Rampell (10), Marc Andreessen (8), Scott Cooper (1), Sarah Wang (1), Michael Copeland (1)

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01020201820192020202120222023202420252026episodes it came up in
00410820201820192020202120222023202420252026episodesmentions per episode
2026 5 mentions in 2 episodes 3 per episode
2023 13 mentions in 2 episodes 7 per episode
2020 1 mention in 1 episode
2019 35 mentions in 16 episodes 2 per episode
2018 6 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Comcast, oldest first

Jan 2, 2019 neutral
Insight
Kupor: SaaS subscription economics mirror traditional cable and telecom business models
“None of this stuff is actually that new, this concept that we're talking about here, right? So if you think about, you know, a company like Comcast, right, or you think about AT&T, they'got this same problem, which is, you know, it costs a lot of money to acqu…”
Scott Kupor Jan 2, 2019 ▶ 21:55 a16z Podcast | Valuing Today's Fast-Growing Software Companies
Jan 2, 2019 positive
Assertion Supported
Evans: Apple built tvOS architecture enabling full cable app integration
“Apple has kind of built the architecture that would let you do that. They built the architecture that would let Comcast do that, if Comcast chooses to do that, but they didn't have it on the stage.”
Benedict Evans Jan 2, 2019 ▶ 25:26 a16z Podcast | Apple Has Lock on Luxury Smartphones, But Not Business of TV
Jan 2, 2019 neutral
Insight
Hastings: Comcast bought NBC Universal for tax efficiency, not vertical integration
“So it's a tax law thing. So if Comcast is very profitable, if you return all that money to your shareholders, it gets taxed. So the shareholders would like you to invest it smartly if you can, if you're trusted to invest it, rather than return it to them and k…”
Reed Hastings Jan 2, 2019 ▶ 30:15 a16z Podcast | Tech and Entertainment in the 'Era of Mass Customization'
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