Asia, every mention

24 scenes · ← back to Asia

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every year anyone David Rosenthal 8Ben Gilbert 8Howard Schultz 2Brendan Eich 2Michael Ovitz 1Jim Weber 1Jamie Dimon 1Doug DeMuro 1

Verbatim, from the transcripts: the passages where Asia comes up

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Coca-Cola: The Complete History & Strategy (Audio) · Acquired Nov 24, 2025 · 2 mentions

  • ▶ 20:55 Ben Gilbert The most exotic was oil of cassia, also known as Chinese cinnamon, made from the bark of a tree found in the tropical regions of Asia.
  • ▶ 1:45:53 Ben Gilbert 1941 to 19 45, 64 portable bottling plants were sent to Asia, Europe, and North Africa, and the best estimates are that more than five billion bottles were distributed to troops during the war.

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 1 mention

The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired Jul 16, 2025 · 1 mention

  • ▶ 37:12 Jamie Dimon And he said, Jamie, I need thirty billion dollars tonight before Asia opens.

Starbucks (with Howard Schultz) · Acquired Jun 4, 2024 · 2 mentions

  • ▶ 1:29:15 Howard Schultz I started taking a couple of trips, uh, to Europe and Asia, just to get a sense of what the opportunity would be, and how would we do it.
  • ▶ 1:55:10 Howard Schultz But when I am in Asia, I see things that are very elevated to the brand that speak to the financial performance of those markets, which are very high.

Hermès (Audio) · Acquired Feb 20, 2024 · 7 mentions

  • ▶ 35:52 David Rosenthal The American elite are going to France, they're going to Europe, vice versa, people are starting to travel around the world, people are traveling to Asia, people are traveling to the Middle East, people are traveling to South America, the…
  • ▶ 3:10:45 David Rosenthal There's one more elephant in the room to me that we haven't addressed via the story, which is that the business is a global business for sure, but really today this business is an Asia business.
  • ▶ 3:11:47 Ben Gilbert Japan was almost one and a half times as large as rest of Asia.
  • ▶ 3:11:51 Ben Gilbert Well, today, rest of Asia is 48%.
  • ▶ 3:11:55 Ben Gilbert Half of Hermes' business is Asia excluding Japan.
  • ▶ 3:12:20 David Rosenthal So I actually looked into that, I was like, huh, yeah, the rest of Asia, you know, again, aka China, is 48% of the business.
  • ▶ 3:12:34 David Rosenthal Japan is, I believe, around a 10th of the size of China, and is 10% of Hermes sales versus 48% for rest of Asia.

Costco (Audio) · Acquired Aug 21, 2023 · 2 mentions

  • ▶ 1:38:34 David Rosenthal Global or globally aspiring retailers that were entering Asian markets, because it's not exactly obvious that a huge warehouse with bulk packaging would work in cultures like, say, Japan, where people live in tightly packed, dense urban…
  • ▶ 2:42:47 David Rosenthal And they are definitely not saturated in Asia, in

Nike (Audio) · Acquired Jul 25, 2023 · 3 mentions

  • ▶ 1:43:08 David Rosenthal So Phil and a bunch of the management team starts flying around Asia, they go to Taiwan, they go to South Korea, ultimately they go to China, they go to Indonesia, they go to Vietnam.
  • ▶ 3:32:29 Ben Gilbert Another big one is the things that are your very strength can go too far and become your weakness, and they totally pioneered outsource manufacturing in Asia, which is also why they got hit so hard and deserve to get hit so hard when that…
  • ▶ 3:34:51 Ben Gilbert They do it in Oregon because that's trade secret, and then they ship those over to their Asian manufacturing facilities to put them in the shoes.

Porsche (with Doug DeMuro) · Acquired Jun 27, 2023 · 1 mention

  • ▶ 2:11:06 Doug DeMuro Looking back, that has become especially true as Porsche's business and all luxury brands business grown in Asia.

The Playbook: Lessons from 200+ Company Stories · Acquired Jun 20, 2022 · 1 mention

  • ▶ 26:21 David Rosenthal So they designed all of their chips in software emulation, as opposed to what everybody else did, which was they'd work with their foundry partners, and they'd get some prototype chips made, and they'd send them over from Asia, and they'd…

Arena Show Part II: Brooks Running (with CEO Jim Weber) · Acquired May 16, 2022 · 1 mention

The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired Feb 15, 2022 · 2 mentions

  • ▶ 35:46 Brendan Eich She got all these distribution and growth hack deals going in various Asian countries.
  • ▶ 36:33 Brendan Eich But one of the big browsers that succeeded in Asia besides Dolphin was UCWeb.

CAA (with Michael Ovitz) · Acquired Dec 21, 2021 · 1 mention

  • ▶ 38:22 Michael Ovitz Well, it was our point of view from everything we were reading that Asia was becoming a very hot commodity in the seventies and eighties.
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