Nokia

6 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Nov 3, 2021 by Brinton Johns · said 37 times in 8 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (23), Ben Gilbert (7), Steve Ballmer (5), Jason Calacanis (1), Brinton Johns (1)

tap a year for its mentions
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02320212022202320242025episodes it came up in
00101.520320212022202320242025episodesmentions per episode
2025 15 mentions in 3 episodes 5 per episode
2024 18 mentions in 1 episode
2022 3 mentions in 3 episodes 1 per episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Nokia, oldest first

Nov 3, 2021 positive
Assertion Partly supported
Johns: Rich Templeton eliminated TI's 40% wireless and Nokia exposure
“When he took the company over, they have 40% of the business geared towards wireless and Nokia was a massive customer, their largest customer, and he bled that down to zero.”
Brinton Johns Nov 3, 2021 ▶ 1:07:31 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Jul 22, 2024
Assertion Supported
Rosenthal: Majority of Microsoft leadership and Satya Nadella opposed Nokia acquisition
“At one point, as Satya talks about in the book, there's a straw poll taken of all the division heads, all the top leaders in the company, whether they're for or against the acquisition. The majority are against the acquisition. Satya is against the acquisition…”
David Rosenthal Jul 22, 2024 ▶ 4:05:03 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 positive
Insight
Gilbert: Acquisitions costing only idle cash should be evaluated like venture bets
“When it doesn't cost you focus or your best people or whatever the scarce resources are and it only costs you cash, then you should totally think about it as, am I willing to bet 2.3% of my company or whatever percent of the cash that I'm not getting any credi…”
Ben Gilbert Jul 22, 2024 ▶ 4:04:27 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Mar 24, 2025
Assertion Supported
Rosenthal: Shah Rukh Khan signed a $5M Nokia IPL jersey deal hours after auction
“The auction happened. Shah Rukh won the team at 12 o'clock at three o'clock. He had a signed agreement with Nokia to pay the five million for the front of the shirt for that year.”
David Rosenthal Mar 24, 2025 ▶ 1:34:25 Indian Premier League Cricket (Audio) · Acquired
Jun 2, 2025 neutral
Disclosure
Ballmer: Microsoft explored acquiring HTC years before buying Nokia
“I'd been trying to buy a hard, I had talked about buying a phone company for years, a number of years before the Nokia deal. I forget what year it was. I flew to Taiwan and we were looking at buying HTC. They were the biggest Windows phone OEM at the time. Nok…”
Steve Ballmer Jun 2, 2025 ▶ 2:10:46 The Steve Ballmer Interview · Acquired
Jun 2, 2025 neutral
Insight
Ballmer: Nokia partnership failed without acquisition due to marketing funding economics
“The problem with the partnership with Nokia is they didn't have the money to invest in marketing. We did. We did. They didn't have the market to go. They did not have the ability to go deep pockets. We did. But if we didn't have the monetization capability bac…”
Steve Ballmer Jun 2, 2025 ▶ 2:17:27 The Steve Ballmer Interview · Acquired
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