Germany, every mention

15 scenes (2025) · ← back to Germany

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every year 2025 anyone David Rosenthal 66Ben Gilbert 19Doug DeMuro 6Daniel Ek 6Packy McCormick 1Dara Khosrowshahi 1

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

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Coca-Cola: The Complete History & Strategy (Audio) · Acquired Nov 24, 2025 · 1 mention

Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired Oct 27, 2025 · 4 mentions

  • ▶ 1:54:54 David Rosenthal And they sold it to Theo Albrecht, the owner of Aldi Nord, which is one half of the Aldi global megastore super chain headquartered in Germany.
  • ▶ 1:55:55 David Rosenthal Tao bought it himself personally, and yes, Trader Joe's is now owned by the three German foundations that he set up for after his passing.
  • ▶ 1:58:40 David Rosenthal Aldi had been expanding into America, out of Germany.
  • ▶ 1:59:13 David Rosenthal They actually hire investment bankers to go over from Germany and start scouring the US looking for other grocers or retailers in the US that they could acquire and have Aldi Nord also enter.

Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 1 mention

Indian Premier League Cricket (Audio) · Acquired Mar 24, 2025 · 1 mention

Rolex (Audio) · Acquired Feb 24, 2025 · 6 mentions

  • ▶ 5:53 David Rosenthal Well, we start, as is so often the case with these big old European companies, back not in the last century, but even the century before that, on March 22nd in 1881 in Kulmbach, Bavaria, about 30 miles north of Nuremberg in present-day…
  • ▶ 6:24 Ben Gilbert Bavaria wasn't a part of Germany, right?
  • ▶ 7:01 David Rosenthal They don't identify with this Germany thing.
  • ▶ 10:37 David Rosenthal And while he's there in boarding school there in Bavaria, he meets a friend who is from Switzerland, and he develops an interest in that country, and he no longer really has any family ties or anything to Bavaria anymore, doesn't really…
  • ▶ 42:10 Ben Gilbert And feels no affiliation to Germany.
  • ▶ 54:34 David Rosenthal And you just experience like, oh, Britain puts these tariffs on, and gosh, well, I didn't really have a market for Rolexes in Germany before, but if I did, I wouldn't have been able to sell in Germany, and like, I don't want that to happen…

TSMC · Acquired Jan 21, 2025 · 2 mentions

  • ▶ 1:27:40 Ben Gilbert Well, ASML actually needed to invent a new type of mirror to do this, and they also needed a contract with a German company to make this special type of laser, which is the only known company in the world capable of making it.
  • ▶ 2:15:48 David Rosenthal The analogy back to German beer factories and outsourcing electricity generation.
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