Nintendo Switch, every mention

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every year anyone David Rosenthal 13Ben Gilbert 7Mitch Lasky 3Blake Robbins 1

Verbatim, from the transcripts: the passages where Nintendo Switch comes up

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Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired Mar 5, 2026 · 1 mention

  • ▶ 4:23:31 David Rosenthal Uh, so highly recommend to anyone with little kids and a Nintendo switch, go get Princess Peach Showtime, especially if you have a young daughter, might be their gateway into video games.

10 Years of Acquired (with Michael Lewis) · Acquired Dec 15, 2025 · 1 mention

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 · 3 mentions

Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 2 mentions

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

Epic Systems (MyChart) · Acquired Apr 21, 2025 · 1 mention

  • ▶ 3:51:21 David Rosenthal Basically everything on our Nintendo episodes that we've hoped Nintendo would do with the successor system to the Switch, they're doing.

Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired Apr 26, 2023 · 9 mentions

  • ▶ 35:26 Ben Gilbert This is the bull case on the Switch that we've been talking about, which is like, at some point, Nintendo has to wake up, and I assume it will be with the Switch line, and say, wait a minute, we shouldn't come out with a completely new…
  • ▶ 35:41 Ben Gilbert We should iterate the Switch and make it super backwards compatible, and bring that hundred million plus person install base with us across all the hardware we release in the future,
  • ▶ 35:51 Ben Gilbert So that we can make this incredibly, um, compelling thing to third-party developers, Mitch, as you're talking about their sort of app store opportunity, but also preserve this ridiculously durable first-party revenue thing that we've had,…
  • ▶ 36:35 Mitch Lasky If they come out with a fully backward compatible switch, and an open app store, and they really try and improve that position of third party revenue on an active user basis,
  • ▶ 36:57 David Rosenthal The Switch is by far the best platform to play that on, and like, I just, I've sat there for years, like, staring at my Switch, being like, Nintendo, why do you not embrace this dynamic?
  • ▶ 40:02 Blake Robbins If you had an Xbox, you couldn't play with your friend who had a PlayStation or a Switch, and really Nintendo and Microsoft went to war against Sony.
  • ▶ 41:29 David Rosenthal Like, if it truly is that you could build a forever game with cross-play across console, PC, mobile, I mean, we, uh, as part of our Nintendo research, we talked to the CEO of a very large venture-backed gaming company that is not on the…
  • ▶ 42:15 Mitch Lasky I have greenlit a Switch SKU at that game company for Sky, and that has now come to market, and it is really meaningful, and we have a PlayStation five SKU as well.
  • ▶ 1:09:52 Mitch Lasky Um, let's look at some other platforms where a similar kind of user could be aggregated, whether it's Switch, whether it's like casual PlayStation, et cetera, and let's go after those and then

Nvidia: The Machine Learning Company (2006-2022) · Acquired Apr 20, 2022 · 3 mentions

  • ▶ 37:36 David Rosenthal The Tegra platform still to this day is the main processor of the Nintendo Switch.
  • ▶ 38:01 Ben Gilbert And so it's interesting that they have this thriving gaming division that doesn't power any of the consoles except the Nintendo Switch.
  • ▶ 38:07 Ben Gilbert And I always sort of wondered, like, why did they take on the Switch business?

Nvidia: The GPU Company (1993-2006) · Acquired Mar 28, 2022 · 1 mention

  • ▶ 1:32:02 David Rosenthal The original Xbox, the PlayStation three, which we'll talk about next time, and the Nintendo switch.

SONY (75 years of electronics history in 3 hours) · Acquired Mar 7, 2022 · 1 mention

  • ▶ 2:06:21 Ben Gilbert They also have four of the top six because in the number six slot is the PS three and the four and five slots are the Nintendo Wii and the Nintendo switch.
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