Taylor Swift, every mention
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every year anyone David Rosenthal 208Ben Gilbert 149Daniel Ek 18Emily Chang 5Mark Zuckerberg 2Dara Khosrowshahi 1
Verbatim, from the transcripts: the passages where Taylor Swift comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 2:55:38 David Rosenthal Even beating 1989 from Taylor Swift.
- ▶ 2:55:44 David Rosenthal My girls love Taylor, but they might love Frozen even more.
- ▶ 3:32:39 Ben Gilbert The prices people were paying for World Cup final tickets, and Taylor Swift tour tickets, and Super Bowl tickets.
Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
- ▶ 2:21:59 Ben Gilbert It was our Taylor Swift episode, and this one?
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 19:25 David Rosenthal I mean, basically, this marriage was like the 20th century's version of, you know, Travis and Taylor, the NFL, you know, Swifty crossover.
- ▶ 2:59:25 Ben Gilbert They've landed Taylor Swift, Ed Sheeran, Sting, Eminem, Garth Brooks.
The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
- ▶ 1:17 Ben Gilbert And three, the, uh, ultimate Acquired universe crossover happened between the NFL and, uh, Taylor Swift.
- ▶ 44:37 David Rosenthal I mean, we were watching YouTube videos and research of, like, Taylor Swift was at the NFL draft a few years ago when it was in Nashville.
- ▶ 3:22:05 David Rosenthal Well, we might have a little more to say on this, but certainly the Taylor Swift crossover helped with Super Bowl viewership numbers over the last couple of years.
- ▶ 3:41:11 David Rosenthal But that said, even now, a couple years later, and even now after the Taylor Swift crossover, the social media gap between players in the NFL and players in the NBA absolutely still persists.
- ▶ 3:44:17 David Rosenthal I mean, like my wife, Jenny, couldn't care less about football, but especially since Taylor and Travis, she knows whether Taylor's going to the games or not.
- ▶ 3:44:26 David Rosenthal She knows that Kyle Juszczyk on the forty-niners that his wife designed the jacket that Taylor wore to the playoffs last year.
- ▶ 3:44:40 Ben Gilbert All right, so let's go to Taylor and Travis.
- ▶ 3:44:54 Ben Gilbert There was a massive increase from Taylor on the NFL in viewership and engagement and attention and new fans.
- ▶ 3:45:30 David Rosenthal That is the Taylor effect right there.
- ▶ 3:46:04 Ben Gilbert And then lastly, Clark Hunt, the owner of the Kansas City Chiefs, went on the Pat McAfee Show, and he said that before Taylor
- ▶ 3:46:23 Ben Gilbert But post-Taylor, the fan base at the Chiefs is 57% women, 43% men.
- ▶ 3:46:31 David Rosenthal And obviously this is all really fun, and you know, it's like the ultimate crossover for us, because we did our Taylor Swift episode on the business of Taylor Swift a couple years ago.
- ▶ 3:47:15 Ben Gilbert I'm fascinated that the NFL tried to take kind of a hands-off approach at first, and the first couple broadcasts, there was a lot of heat for stop showing Taylor Swift in the box, and so they sort of leaned away, but then the NFL…
Epic Systems (MyChart) · Acquired
- ▶ 5:48 Ben Gilbert And Taylor Swift.
- ▶ 5:49 David Rosenthal And Taylor Swift.
- ▶ 3:28:36 David Rosenthal Taylor Swift and Oprah, which we've talked about, and we did our Taylor Swift update at the Chase Center show last year.
- ▶ 3:28:41 David Rosenthal We think the enterprise of Taylor Inc. is only worth about eleven billion.
- ▶ 3:28:46 Ben Gilbert I love that you and I have a, have like an ongoing Taylor Inc. calculator.
Indian Premier League Cricket (Audio) · Acquired
- ▶ 1:38:11 Ben Gilbert How many people watched NFL games in the last few years just hoping to catch a glimpse of Taylor Swift when the camera goes to her for the, gosh, I don't know, 30 total seconds per game that it's on?
- ▶ 1:38:21 Ben Gilbert I mean, the amount of newsworthiness that came out of, oh, here's what Taylor looked like when she was in the stands making an expression.
- ▶ 1:38:34 David Rosenthal Imagine if Taylor owned the Chiefs.
- ▶ 3:57:49 Ben Gilbert Virat Kohli, the top cricketer in the world, has two hundred and seventy million, and he's approximately tied with Taylor Swift.
- ▶ 4:19:30 David Rosenthal And then explicitly bringing in the Bollywood, the Taylor Swift element.
- ▶ 4:19:35 David Rosenthal Like, we've seen what Taylor Swift did for the NFL.
IKEA (Audio) · Acquired
- ▶ 2:33:06 David Rosenthal This is like, uh, remember we were joking at the arena show that the Forbes, uh, net worth estimations of Taylor Swift are laughable because they're just looking at like, what is her bank account?
- ▶ 2:33:15 David Rosenthal You know, and they're not enterprise valuing Taylor Swift.
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 58:21 David Rosenthal Is, it, it, it's a little weird because there's no, like, um, enterprise value of Twitter out there, of, of Taylor out there that you can calculate.
- ▶ 58:35 David Rosenthal There's no enterprise value of Taylor.
- ▶ 59:35 David Rosenthal Um, the latest sort of reported, talked about numbers was that Taylor was making, like, less than five million dollars a year from streaming.
- ▶ 59:49 David Rosenthal Uh, last year Taylor made over, well over.
- ▶ 1:00:25 David Rosenthal Like, that is a very, very, very high gross margin number that is coming to Taylor every year.
- ▶ 1:01:23 David Rosenthal The previous record for highest grossing tour ever, I believe was a billion dollars, so Taylor eclipsed that.
- ▶ 1:02:21 David Rosenthal Um, Taylor went direct to the theaters with the movie.
- ▶ 1:02:59 Emily Chang Uh, so I re-listened to the Taylor podcast with my kids driving to Tahoe, and they loved it.
- ▶ 1:03:12 Emily Chang Is it possible that we're at peak Taylor?
- ▶ 1:03:16 David Rosenthal Okay, so this is the most important debate to all of this, which is, if you're trying to value the enterprise of Taylor, what multiple do you put on that cash flow?
- ▶ 1:03:38 David Rosenthal Taylor is five hundred and fifty million in free cash flow.
- ▶ 1:03:40 David Rosenthal That's a eleven billion dollar enterprise value for Taylor.
- ▶ 1:04:55 Ben Gilbert So I think that's the slept on thing in Taylor.
- ▶ 1:04:58 David Rosenthal Are we at peak Taylor?
- ▶ 1:05:08 David Rosenthal Taylor is the Rolling Stones.
- ▶ 1:05:12 Emily Chang Peak Taylor or just beginning?
- ▶ 1:05:14 Emily Chang I'm gonna say no, just because that seems like a safe bet when you're talking about Taylor.
- ▶ 1:05:19 Ben Gilbert Uh, uh, for my own safety, I'm gonna say we are not at Peak Taylor.
- ▶ 1:05:26 Emily Chang Um, I think you guys need another Taylor episode.
- ▶ 2:20:01 Mark Zuckerberg One day, one day my daughter went to, we went to, took her to a Taylor Swift concert, and she, she was like, you know, Dad, I kind of want to be like Taylor Swift when I grow up.
The Mark Zuckerberg Interview · Acquired
- ▶ 1:12:14 Mark Zuckerberg One day, one day my daughter went to, we went to, took her to a Taylor Swift concert, and she, she was like, you know, Dad, I kind of want to be like Taylor Swift when I grow up.
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 1:22:56 David Rosenthal I felt like a VIP at a Taylor Swift concert, like it was crazy.
Hermès (Audio) · Acquired
- ▶ 2:04:30 Ben Gilbert It has to be, like, a Taylor Swift concert in order to instantly, I mean, I actually think it's a reasonable comp that, like, her concert was a extremely scarce brand new product priced at an extreme premium that did sell
- ▶ 2:04:49 Ben Gilbert Right away, because the product had so much of the brand in it, like you knew exactly what you were gonna get from going to the Taylor concert, because you're extremely familiar with the brand, but it's not necessarily well understood that…
- ▶ 2:05:10 David Rosenthal If it were like, oh, I'm gonna go to Taylor's concert and listen to her play all the songs on the new album, of course a lot of people would still go.
- ▶ 2:05:18 David Rosenthal But it was like, no, I'm gonna go to Taylor's concert and hear all of Taylor.
- ▶ 2:05:31 David Rosenthal The Disney Plus of Taylor.
- ▶ 4:05:53 David Rosenthal Well, either way, I'm celebrating, because either the Niners won, or we're gonna see a lot of Taylor Swift and Travis Kelsey, so I'm thrilled.
- ▶ 4:06:01 Ben Gilbert I tweeted this, that Taylor plus the NFL is literally the perfect bundle, because they've both fully saturated their markets, that Taylor is America's musical, cultural icon of this moment.
- ▶ 4:06:12 Ben Gilbert There's no one who could be a Taylor superfan that's not already a Taylor superfan, and the NFL, similarly, has had close to a hundred-year history to
- ▶ 4:06:43 David Rosenthal Taylor is a hundred percent thing.
- ▶ 4:06:44 David Rosenthal I'm not saying she's dating Travis because of this, but Taylor is one of the smartest CEOs in the world.
- ▶ 4:06:58 Ben Gilbert There are people who will not turn off the Super Bowl who otherwise would have because there might be another Taylor viewing.
- ▶ 4:07:07 David Rosenthal Jenny has negative interest in football, but she's telling me about, like, what Taylor is wearing, you know, whether she's gonna be able to make it back from Japan from the Super Bowl.
Holiday Special 2023 (Audio) · Acquired
- ▶ 46:05 David Rosenthal Taylor, if you are listening.
- ▶ 49:45 David Rosenthal Taylor Swift is that, a hundred percent.
- ▶ 2:12:27 Ben Gilbert It's been two years since we did the T-Swift episode.
- ▶ 2:12:31 David Rosenthal Well, like we said, open invitation, Taylor.
- ▶ 2:12:37 David Rosenthal Dude, you gotta watch it, like, when the baby's sleeping, maybe over the course of two naps, because, uh, it's a long movie, but, um, she's just on another level from anybody.
- ▶ 2:12:46 David Rosenthal I mean, she's Time's Person of the Year this year, and it is one of the best movies, period, that I've ever seen, not just, like, concert film.
Charlie Munger (Audio) · Acquired
- ▶ 0:11 Ben Gilbert I mean, people were like, it's Charlie, it's Warren, or it's Taylor Swift, and a lot of people were right.
- ▶ 0:15 David Rosenthal Hey, Taylor, you know where to find us, acquiredfm at gmail.com.
Nike (Audio) · Acquired
- ▶ 4:00:41 David Rosenthal And I feel like Speak Now, at least for me, in my Taylor Swift experience, is like the
- ▶ 4:00:54 David Rosenthal Well, A, I was surprised that she's even continuing to do the re-releases.
- ▶ 4:00:59 Ben Gilbert I was like, she doesn't need to do this anymore.
- ▶ 4:01:01 Ben Gilbert She's got the leverage.
- ▶ 4:01:16 David Rosenthal It's so funny listening to her now.
- ▶ 4:01:17 David Rosenthal How old is Taylor now?
- ▶ 4:01:18 Ben Gilbert She's exactly my age.
- ▶ 4:01:20 Ben Gilbert Well, she's 33, she'll be 34.
- ▶ 4:01:22 David Rosenthal And to hear her singing songs from when she was 21, it's just such a fun juxtaposition.
Porsche (with Doug DeMuro) · Acquired
- ▶ 47:42 Ben Gilbert In the way that, like, what Taylor Swift is doing on the stage on her tour has nothing to do
Uber CEO Dara Khosrowshahi · Acquired
- ▶ 37:59 Dara Khosrowshahi There's a Taylor Swift concert, all hands on deck.
- ▶ 38:09 David Rosenthal Does a Uber HQ plan for Taylor concerts ahead of time as they're happening?
Spotify CEO Daniel Ek · Acquired
- ▶ 10:41 Ben Gilbert So we, uh, have recently realized that Acquired is the canonical episode, uh, uh, NVIDIA episode, or TSMC, or Taylor Swift.
- ▶ 25:35 David Rosenthal We, we still can expand in our niche, but, but then we did our Taylor Swift episode.
- ▶ 26:46 Daniel Ek I think it's brilliant how, um, you're able both to satisfy your own curiosity, I guess, and at the same time, sort of, it, it, it doesn't seem that far-fetched, uh, some of the ideas, um, you're trying, uh, obviously I would, I would…
- ▶ 40:26 David Rosenthal We wanted to ask about, um, I wonder if you consider this one of those near-death moments, but because we did the TSWIFT episode, we talked a lot about it on the show, um,
- ▶ 40:37 David Rosenthal The week that 1989 dropped and Taylor pulled off the platform.
- ▶ 41:42 Daniel Ek Maybe it's better for her to do this thing.
- ▶ 42:48 Daniel Ek Uh, but she was certainly one of them.
- ▶ 42:50 David Rosenthal Was that because of the demographics of her, uh, audience?
- ▶ 42:54 Daniel Ek I think so, but also, she, on her own, um, can basically control the zeitgeist, right?
- ▶ 43:01 Daniel Ek Like, she can decide that this is a big cultural moment.
- ▶ 43:04 Ben Gilbert Taylor Swift.
- ▶ 43:07 Daniel Ek Not a lot of people in the world can get hundreds of millions of people around the world to wait for a moment, and she did it brilliantly with this album launch, too.
- ▶ 43:20 Daniel Ek A lot of, I don't know if it was hundreds of millions, but certainly tens of millions of people literally waited and sort of, she got them in on the hour, and it was like each hour was another sort of give, so she played that to perfection.
- ▶ 43:34 Daniel Ek Um, and, and she's really remarkable at understanding how to speak to her audience, um, and she does it authentically, so she can do that, and there's definitely other artists that can do the same, but, um, what's rare is for her to have…
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