Boston, every mention

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every year anyone David Rosenthal 28Ben Gilbert 7Howard Schultz 6Brad Gerstner 5Morris Chang 2Mitch Lasky 1

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

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Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired May 18, 2026 · 11 mentions

  • ▶ 14:40 David Rosenthal Big Money in Boston.
  • ▶ 14:56 David Rosenthal And the article centers on this new firm that's leading this innovation, this new sector on Wall Street, even though they're based in Boston, the Massachusetts Investors Trust Company.
  • ▶ 24:35 David Rosenthal Big money in Boston.
  • ▶ 25:08 Ben Gilbert I mean, he wrote it, like, on this concept of big money in Boston, but what was his takeaway?
  • ▶ 30:43 David Rosenthal Was exactly the wrong thing for this moment here in the mid-nineteen sixties for Wellington and its young hotshot new president, because Wall Street and the investing world is undergoing a sea change from the hyper-conservative mode that…
  • ▶ 34:38 David Rosenthal So Fidelity goes all the way back to the early Boston mutual fund scene, kind of like same era as the Massachusetts fund.
  • ▶ 43:25 David Rosenthal So he casts a bout, and eventually Jack finds a small new firm in Boston that
  • ▶ 44:24 David Rosenthal Way higher than the startup iVest fund out of Boston.
  • ▶ 45:11 David Rosenthal Many persons are said to credit the Boston group with a major coup.
  • ▶ 51:56 Ben Gilbert So you not only have to get, you know, your camp, the Philadelphia camp to agree, but you need the Boston guys to get on board, too, that are a big floating block at 40% and all these public shareholders.
  • ▶ 3:07:55 David Rosenthal Jack goes up to Boston.

Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired Oct 27, 2025 · 2 mentions

Epic Systems (MyChart) · Acquired Apr 21, 2025 · 7 mentions

  • ▶ 28:52 David Rosenthal Here we are in 1966, the year after Medicare, Medicaid get created by the government, and there's this existential reason now for healthcare to adopt systematized records, and so a group, once again, at Massachusetts General Hospital in…
  • ▶ 36:15 David Rosenthal So, just like the projects in Boston at MGH were, the intention was to make the systems for use there at MGH, Judy at first, she's just making chronicles for the Wisconsin medical system.
  • ▶ 46:16 David Rosenthal So Warner Slack says, okay, come on out to Boston.
  • ▶ 48:34 David Rosenthal Meditech recruited from the universities there in Boston.
  • ▶ 1:43:51 David Rosenthal The three days in Boston.
  • ▶ 2:45:20 David Rosenthal So after the DoD deal, Epic wins Partners Healthcare in Boston, which is the sort of new entity of Harvard and Mass General, MGH, and like the original.
  • ▶ 3:55:27 David Rosenthal And Corinne Davila, who is a doctor at MGH, at Harvard MGH in Boston.

TSMC founder Morris Chang · Acquired Jan 27, 2025 · 2 mentions

TSMC · Acquired Jan 21, 2025 · 2 mentions

  • ▶ 7:39 David Rosenthal So, the next year, in 1949, which is the same year as the establishment of the PRC, the People's Republic of China, Morris turns 18, and with the help of an uncle that he has in Boston, his life completely changes.
  • ▶ 8:50 David Rosenthal At the very least, he's probably not going to have to flee Boston to continue his studies.

Mars Inc. - The Chocolate Story (Audio) · Acquired Dec 16, 2024 · 1 mention

Meta (Audio) · Acquired Oct 28, 2024 · 1 mention

Starbucks (with Howard Schultz) · Acquired Jun 4, 2024 · 8 mentions

  • ▶ 1:13:54 Ben Gilbert Uh, and in particular, it, it could be worth talking about Boston.
  • ▶ 1:13:58 Howard Schultz Well, Boston's an anomaly because of the acquisition, but Bihar was so strident in not expanding to multiple markets at once.
  • ▶ 1:14:46 Howard Schultz Boston was very different.
  • ▶ 1:14:48 Howard Schultz We had a very strong, high quality competitor called the Coffee Connection in Boston with a owner operator in George Howell, who was not unlike Alfred Pete, kind of a gospel
  • ▶ 1:15:06 Howard Schultz And we knew Boston was going to be tough for Starbucks to enter.
  • ▶ 1:15:16 Howard Schultz And so, George and I never saw eye to eye, and, but it was clear that if we came to Boston in a significant way, we were going to impact his business.
  • ▶ 1:21:53 Ben Gilbert Bought the coffee connection, as we talked about in Boston, and they had one asset that was perhaps much more valuable than any of the real estate or any of the sales that you would generate from there.
  • ▶ 1:22:56 Howard Schultz I mean, it was, Coffee Connection had it, then we had it in Boston, people wanted it, uh, and I just went along.

Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired Apr 22, 2024 · 2 mentions

  • ▶ 37:13 David Rosenthal Paul is so convinced that the revolution is coming that he actually drops out of Washington State, moves to Boston to be close to Bill so that they can be ready when it happens, and that summer they both get summer jobs at Honeywell as…
  • ▶ 45:08 David Rosenthal So Paul gets on a plane, flies from Boston to Albuquerque, and, you know, in a total, like, epic legend moment, they didn't have a bootloader written for the basic interpreter.

Novo Nordisk (Ozempic) · Acquired Jan 22, 2024 · 2 mentions

Lockheed Martin (Audio) · Acquired May 30, 2023 · 3 mentions

  • ▶ 1:02:12 David Rosenthal It was primarily being done out of two institutions in Boston.
  • ▶ 1:03:31 David Rosenthal Yes, they assembled all of the world's experts, and Terman was arguably one of, if not the leading world expert in radio engineering, assembled them there in Boston, or I guess in Cambridge, at Harvard and MIT.
  • ▶ 1:03:44 David Rosenthal Cambridge residents would get mad at us if we say Boston.

Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired Apr 26, 2023 · 1 mention

  • ▶ 9:40 Mitch Lasky Uh, and then I had a fateful dinner in Boston with Malcolm Gladwell, and Malcolm, I've, I'm an investor in Pushkin, which is his, uh, podcasting company with Michael Lewis, and Michael and, and, uh, and Malcolm are, are both acquaintances…

Benchmark Part I · Acquired Sep 28, 2022 · 1 mention

Walmart · Acquired Jul 19, 2022 · 1 mention

Altimeter (with Brad Gerstner) · Acquired Mar 15, 2022 · 5 mentions

  • ▶ 23:06 Brad Gerstner One of my classmates, who had eventually become my wife, was very focused on staying in Boston.
  • ▶ 23:12 Brad Gerstner And I'd met David and Joel, and so I said, okay, maybe I can help start this venture firm, stay in Boston, and see where it goes.
  • ▶ 33:10 Brad Gerstner David Abrams in Boston.
  • ▶ 44:21 Brad Gerstner I will say that when we launched, I wanted to be in Silicon Valley, but I was in Boston because I had no, no dough.
  • ▶ 46:32 Brad Gerstner Right, and I thought that was my differentiator, right, that I had a network in Silicon Valley, you know, most of the other hedge funds were in New York or Boston, most of them were stock pickers, not founders, and so I thought I can do…
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