“Disney trades at 20 X free cash flow. Taylor is five hundred and fifty million in free cash flow. That's a eleven billion dollar enterprise value for Taylor.”
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More from David Rosenthal
Opinion
The SR-71 Blackbird Was Effectively a Decoy for Space Satellites
“This is heretical to say, because it's so beloved, but I think the Blackbird was a decoy. We were getting everything we needed from space. We just didn't want anybody to know about it.”
David RosenthalMay 30, 2023▶ 1:29:18Lockheed Martin (Audio) · Acquired
Opinion
The NFL blackballed Colin Kaepernick following his 2016 national anthem protests
“The NFL blackballed Colin Kaepernick after this.”
David RosenthalJan 27, 2026▶ 2:46:53The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
Opinion
Rosenthal: The IPL is structurally superior to the NFL
“To me, this is not a controversial statement. The IPL is better set up structurally than the NFL. It is the Most perfect sports league that exists.”
David RosenthalMar 24, 2025▶ 49:36Indian Premier League Cricket (Audio) · Acquired
Opinion
Rosenthal: Steve Ballmer and Ray Ozzie deserve all credit for Azure's vision
“I kind of think all of the credit for the vision for it and the championing it for the initial seven years within Microsoft goes to Steve and to Ray.”
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Insight
Ilya Sutskever argued next-token prediction inherently requires true world understanding
“The more accurately an LLM predicts that next word, i.e. The name of the criminal. Ipso facto, the greater its understanding, not only of the novel, but of all general human-level knowledge and intelligence, because you need all of your experience in the world…”
David RosenthalSep 6, 2023▶ 30:07Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
AssertionSupported
Nike Over-Supplied Retailers to Reach $126M in Air Jordan Sales
“Nike needed that first year of the Jordan deal to be a huge hit. So they stuffed the channel. They pushed so much product on retailers and through the futures program and whatnot that that's how they hit the hundred and twenty six million dollars in sales. The…”
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