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1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 20, 2022 by David Rosenthal · said 79 times in 18 episodes since 2022 · across every show →
Mentions by year
brought up most by Ben Gilbert (39), David Rosenthal (30), Jason Calacanis (2), Brad Gerstner (2), Ben Thompson (2), Peter Fenton (1), Miles Grimshaw (1), Katherine Boyle (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 52 mentions in 4 episodes 13 per episode
- Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- 10 Years of Acquired (with Michael Lewis) · Acquired
- Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- every mention in 2025, scene by scene →
2023 1 mention in 1 episode
2022 25 mentions in 12 episodes 2 per episode
- Amazon.com · Acquired
- Stratechery (with Ben Thompson) · Acquired
- Benchmark Part II: The Dinner · Acquired
- Amazon Web Services · Acquired
- The Playbook: Lessons from 200+ Company Stories · Acquired
- ACQ Sessions: Jason Calacanis · Acquired
- Altimeter (with Brad Gerstner) · Acquired
- Enron · Acquired
- 4 more episodes that year, every mention in 2022 →