Square

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 20, 2022 by David Rosenthal · said 14 times in 12 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (11), Ben Gilbert (2), Miles Grimshaw (1)

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2025 2 mentions in 2 episodes 1 per episode

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 1 mention · from 55:45
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired Jul 16, 2025 · 1 mention · from 27:54
every mention in 2025, scene by scene →

2022 12 mentions in 10 episodes 1 per episode

Benchmark Part II: The Dinner · Acquired Oct 17, 2022 · 2 mentions · from 1:07:06
The Playbook: Lessons from 200+ Company Stories · Acquired Jun 20, 2022 · 2 mentions · from 49:21
Stratechery (with Ben Thompson) · Acquired Dec 6, 2022 · 1 mention · from 1:02:44
Enron · Acquired Nov 29, 2022 · 1 mention · from 2:53:17
Qualcomm · Acquired Nov 15, 2022 · 1 mention · from 2:06:14
Benchmark Part I · Acquired Sep 28, 2022 · 1 mention · from 1:36:42
Amazon Web Services · Acquired Sep 6, 2022 · 1 mention · from 52:58
Amazon.com · Acquired Aug 16, 2022 · 1 mention · from 1:49:16
2 more episodes that year, every mention in 2022 →

every mention, scene by scene, with the transcript →

Everything said about Square, oldest first

Jun 20, 2022 positive

Insight

Rosenthal: Unregulated tech utilities like Square and Shopify create highly defensible businesses

“Being an unregulated utility company in technology, it can be so defensible and powerful. Like, that's what Square is. That's what Shopify is.”

David Rosenthal Jun 20, 2022 ▶ 49:30 The Playbook: Lessons from 200+ Company Stories · Acquired

Mar 18, 2024 positive

Assertion Partly supported

Rosenthal: First Round Capital's first institutional fund achieved a 50x return

“The first institutional fund that first round ended up raising was a 50 X on a hundred and twenty five million dollar fund. It had Roblox, Uber, and Square.”

David Rosenthal Mar 18, 2024 ▶ 56:41 Renaissance Technologies (Audio) · Acquired

Square

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Everything said about Square, oldest first

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