McDonald's, every mention
44 scenes · ← back to McDonald's
tap a year for its mentions
every year anyone Ben Gilbert 24David Rosenthal 13David Senra 4Howard Schultz 2Morris Chang 1
Verbatim, from the transcripts: the passages where McDonald's comes up
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 1:17:48 Ben Gilbert and then they are running McDonald's ads in the middle.
Coca-Cola: The Complete History & Strategy (Audio) · Acquired
- ▶ 28:55 Ben Gilbert Pretty sweet deal if you can get it then and pretty sweet deal to be McDonald's today offering my large coke with a meal.
- ▶ 2:04:22 David Rosenthal McDonald's.
- ▶ 2:04:26 Ben Gilbert So this is actually something more that McDonald's does and less something that Coca-Cola does, but boy, does it become important to Coca-Cola fast to illustrate it.
- ▶ 2:04:40 Ben Gilbert Whose entire job is the McDonald's division of the Coca-Cola company.
- ▶ 2:04:50 Ben Gilbert So what happens is, Ray Kroc, in 1955, one of the first things he does when he gets the expansion rights to expand McDonald's is to look for a beverage supplier for this new Illinois location that he is opening.
- ▶ 2:05:33 Ben Gilbert McDonald's isn't gonna bid it out like everyone else always does, and they're gonna get, like, amazing preferential treatment, and here's some of the preferential treatment that they get.
- ▶ 2:05:42 Ben Gilbert Have you ever heard, David, that Coke tastes better when you get it from McDonald's?
- ▶ 2:05:52 Ben Gilbert People, like, insist that I prefer to swing by McDonald's to get a Coke versus getting it somewhere else, and if you press, is it just that it's a fountain, and you like fountain versus
- ▶ 2:06:01 Ben Gilbert Bottle, or, and they're like, no, it's actually better at McDonald's.
- ▶ 2:06:05 Ben Gilbert It is better at McDonald's.
- ▶ 2:06:18 Ben Gilbert The thing that is definitely true is Coca-Cola ships the formula to McDonald's in stainless steel tanks instead of being delivered in
- ▶ 2:06:57 Ben Gilbert With McDonald's is different.
- ▶ 2:07:00 Ben Gilbert McDonald's does some stuff.
- ▶ 2:07:07 Ben Gilbert McDonald's apparently actually has a different syrup to water ratio that accounts for ice melt.
- ▶ 2:07:35 Ben Gilbert And this is sort of just incidental, but because of the volume that's done at McDonald's of selling Coke products, the syrup's a little bit fresher because the syrup actually does kind of get worse over time if you leave it in the back…
- ▶ 2:07:55 Ben Gilbert I think a lot of people associate McDonald's and Coca-Cola, both big American companies, both historically American, a lot of Americana in each.
- ▶ 2:08:04 Ben Gilbert Until listening to this episode, I didn't really think about the fact that Coke has a 60 year head start on McDonald's in going global.
- ▶ 2:08:13 Ben Gilbert And so I read in a couple places that when McDonald's was opening in new countries, the employees would camp in
- ▶ 2:08:36 Ben Gilbert And lastly, Coke sales teams are prohibited from selling syrup to restaurants for less than McDonald's pays, even if it means they're going to lose the business to Pepsi.
- ▶ 2:08:45 Ben Gilbert It is sort of this rule at Coca-Cola that no one gets a lower price per unit volume than McDonald's.
- ▶ 2:28:59 David Rosenthal So Coke still has a overall market share lead in the country because of the fountain business and like McDonald's.
- ▶ 3:21:11 Ben Gilbert By the way, speaking of coffee, someone told me that the relationship with McDonald's runs so deep that Coca-Cola sources the coffee beans for McDonald's.
- ▶ 3:21:22 Ben Gilbert And if it's actually the sole source of McDonald's, that is a giant number of coffee beans.
- ▶ 3:21:28 David Rosenthal Well, it's interesting with both the Costa coffee and the McDonald's coffee.
- ▶ 3:24:16 David Rosenthal And then there's the fountain customers, the retail partners, the McDonald's of the world.
TSMC founder Morris Chang · Acquired
- ▶ 1:48:18 Morris Chang And Jeff jokingly said, ah, if you didn't like the pricing, we will be, we'll probably could be going to a McDonald's.
Starbucks (with Howard Schultz) · Acquired
- ▶ 2:13:31 Howard Schultz I said, no, we resisted that, and I don't think we'd be having this conversation if Starbucks was a franchise system, because McDonald's, extraordinary company, but they're, they're a commodity-based product.
- ▶ 2:13:50 David Rosenthal McDonald's a great company, but nobody would ever accuse them of elevating, I don't think.
- ▶ 2:27:48 Ben Gilbert 39,000 stores globally in 86 countries, almost half of which are in North America, 18% in China, and, ah, about half of those are licensed franchise, and half are company operated, and so while we're not, you know, you, you mentioned we…
- ▶ 2:44:57 Howard Schultz Well, not only that, but every food company, every retail food business from McDonald's on, took a page out of Starbucks, went to school on us, put espresso machines in their stores, and started doing coffee beverages.
- ▶ 2:45:12 David Rosenthal And I think the real question is, you know, for us here, nobody has built Starbucks despite decades in a highly competitive market with whether it's third wave, or competitors in other geographies, or domestic competitors, or McDonald's…
Visa (Audio) · Acquired
- ▶ 42:17 David Rosenthal It literally is like a McDonald's.
- ▶ 48:30 Ben Gilbert So it's like, you know, you buy a McDonald's franchise and they ship you some golden Arches
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 1:18:25 David Rosenthal But what he means by that is like, okay, say you're McDonald's and you're trying to build a generative AI so that, I don't know, customers can order or something.
- ▶ 1:22:54 David Rosenthal But if you buy everything we were talking about a minute ago, say your McDonald's or UPS or whoever, and you're like, you know, I really like, Jensen, I buy what you're selling.
- ▶ 2:13:31 David Rosenthal I think that probably does lend some brand power to them, especially when the CIO and the C-suite at McDonald's is making a buying decision here.
Sessions: David Senra (Founders Podcast) · Acquired
- ▶ 2:23:10 David Senra I just did a re-read Ray Kroc's autobiography, the guy from McDonald's, again, and it hit me.
- ▶ 2:23:21 David Rosenthal You mentioned this in the McDonald's episode.
- ▶ 2:24:38 David Senra Uh, you're gonna get some stock at McDonald's.
- ▶ 2:26:24 David Senra I'm demanding perfection at McDonald's.
- ▶ 3:00:37 David Senra All of my other friends were working at McDonald's Chick-fil-A where you just said something like they cap.
Enron · Acquired
- ▶ 2:23:37 David Rosenthal In, um, Conspiracy of Fools, I don't know if this is in Smartest Guys in the Room, there's quotes from Enron people talking about Dyna G as the Burger King to, uh, Enron's McDonald's.
Walmart · Acquired
- ▶ 2:11:20 David Rosenthal I knew that there were McDonald's and Subways and Walmart's like sort of the store within a store concept, and like Target has those too, and