internet

also referred to as: the internet

14 statements across 10 episodes · 4 bullish · 1 bearish · 4 people on the record · first statement Jun 20, 2022 by Ben Gilbert · said 1 times in 1 episodes since 2023 · across every show →

Mentions by year

brought up most by Ben Gilbert (1)

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2023 1 mention in 1 episode

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Everything said about internet, oldest first

Jun 20, 2022 neutral
Prediction Not checkable as stated
Gilbert: Internet barbell dynamics will squeeze the middle in every industry
“I don't think this is unique to media. I think media was the first to experience this sort of squishing in the middle, but it's gonna happen to everything.”
Ben Gilbert Jun 20, 2022 ▶ 55:57 The Playbook: Lessons from 200+ Company Stories · Acquired
Aug 16, 2022 neutral
Opinion
Rosenthal: Mobile, Cloud, And VR Are Just Aftershocks Of The Internet
“I mean, I think everything in our time that we've thought of as that, as mobile, cloud, web three, you know, VR, all like, It's all still just the internet. Those are aftershocks. That's not the event.”
David Rosenthal Aug 16, 2022 ▶ 3:56:12 Amazon.com · Acquired
Aug 16, 2022
Assertion Partly supported
Web traffic grew 2,300x between January 1993 and January 1994
“It grew 2300 X from January first 1993 to January first 1994.”
David Rosenthal Aug 16, 2022 ▶ 50:43 Amazon.com · Acquired
Aug 16, 2022
Insight
Gilbert: To exploit new tech paradigms, build things impossible under old ones
“Basically points out if you can do something in the old paradigm, you should. And when there's a new paradigm like the internet, you basically want to find things that you could not do any other way. In order to really exploit the power of the new paradigm.”
Ben Gilbert Aug 16, 2022 ▶ 47:56 Amazon.com · Acquired
Aug 30, 2022 negative
Insight
Howard Marks: Internet information cannot provide an investing edge
“Human knowledge is cumulative, and lately it's been rushing forward at an incredible pace, so it's hard to imagine that there's a piece of information that I can get off the internet that's going to make me any money for the simple reason that everybody else c…”
Howard Marks Aug 30, 2022 ▶ 35:46 Howard Marks & Andrew Marks: Something of Value · Acquired
Sep 6, 2022 positive
Insight
Rosenthal: Building with web primitives makes the internet the operating system
“Andy would later say, this is a great quote, and this is absolutely true. He says, if you believe developers will build applications from scratch using web services as primitive building blocks, Then the operating system becomes the internet. And that's so tru…”
David Rosenthal Sep 6, 2022 ▶ 1:04:42 Amazon Web Services · Acquired
Dec 6, 2022
Insight
Thompson: Online success comes from finding new niche ponds, not competing
“The key to success on the internet is you want to be the biggest fish in the pond, but the success metric is not competing with other fish. It's finding your own pond. The opportunity is broad. It's not deep. Like in each pond, there's probably gonna be one or…”
Ben Thompson Dec 6, 2022 ▶ 1:18:42 Stratechery (with Ben Thompson) · Acquired
Dec 6, 2022
Insight
Thompson: The internet creates an economic barbell of giant or niche businesses
“What the internet does do in industry after industry, I think this applies to creative talent as much as anything else is number one, there's always a barbell effect. You're either very large or very small, you're very large, you get scale, you get aggregation…”
Ben Thompson Dec 6, 2022 ▶ 1:16:56 Stratechery (with Ben Thompson) · Acquired
Mar 29, 2023 neutral
Insight
Polarizing Internet Personas Accelerate Growth but Prove Exhausting and Unsustainable
“A lot of people play characters on the internet, and Which in other mediums Plays really well. And, like, It's a way to catapult growth. If you adopt a polarizing character, you can get a bunch of followers. Yeah. There's like a, there's a lot of dividends tha…”
Ben Gilbert Mar 29, 2023 ▶ 2:13:51 Sessions: David Senra (Founders Podcast) · Acquired
Apr 22, 2024 neutral
Assertion Supported
Only 14% of Americans had internet access in 1995
“Right at this point in history, only 14% of Americans had internet access.”
Ben Gilbert Apr 22, 2024 ▶ 3:19:47 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Jul 22, 2024 neutral
Assertion Partly supported
Rosenthal: Gates' 'The Road Ahead' expanded from three Internet mentions to a full index page
“In the hardcover version, there are three portions of the book where it is discussed. In the softcover version, the index for the internet takes up an entire page.”
David Rosenthal Jul 22, 2024 ▶ 14:12 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 positive
Opinion
Gilbert: Windows 95's true significance was becoming the internet's launchpad
“But in retrospect, the thing that mattered about Windows 95 all these years later is that's the platform that everyone started using the Internet on. And everything that we talked about in the last episode, yeah, it's all important, but it's not nearly as impo…”
Ben Gilbert Jul 22, 2024 ▶ 6:08 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Oct 28, 2024 positive
Insight
Rosenthal: Early open-source web stack eliminated permission and capital barriers
“This is like the first time in history where you need neither money nor permission to launch an application like this on the internet.”
David Rosenthal Oct 28, 2024 ▶ 38:55 Meta (Audio) · Acquired
Dec 15, 2025 bullish
Insight
Ben Gilbert: Internet niches aggregate millions globally despite local obscurity
“Niches are way bigger than you think they are. So if you think you're writing about a niche topic, the internet being a global community of four-ish billion people means that any little niche, there might be six people in your geography that care about it in …”
Ben Gilbert Dec 15, 2025 ▶ 1:08:55 10 Years of Acquired (with Michael Lewis) · Acquired
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