Within

3 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 1, 2022 by Benedict Evans · said 26 times in 3 episodes since 2022 · across every show →

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brought up most by Benedict Evans (24), Toni Cowan-Brown (2)

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2022 26 mentions in 3 episodes 9 per episode

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Everything said about Within, oldest first

Aug 1, 2022 bearish
Opinion
Evans: Meta's purchase of Within was likely a low-priced soft landing
“And I have no information on this at all, but I strongly suspect that that means it wasn't really working and they didn't pay very much for it because when stuff works and it's a big deal and you hear about it and I kind of suspect this was a soft landing or a…”
Benedict Evans Aug 1, 2022 ▶ 1:12 The FTC's antitrust thesis
Aug 1, 2022 neutral
What-if
Evans: Nest and Within probably would have failed without Big Tech buyouts
“The practical effect would probably be that Nest would have gone out of business. Within would probably have gone out of business.”
Benedict Evans Aug 1, 2022 ▶ 11:37 The FTC's antitrust thesis
Dec 11, 2022 neutral
Opinion
Evans: FTC Meta-Within case is very aggressive; Activision case is much less aggressive
“I think within is kind of a test case to try and push the you know, really kind of move the flag post, move the goal much further over. You know, it's a very aggressive case. I think the Activision case is actually much less aggressive.”
Benedict Evans Dec 11, 2022 ▶ 9:08 No Soup for You! Regulating tech M&A
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