What podcasts say about Michael Rosenthal

Every statement, with the speaker, the exact quote and the moment it was said.

What Michael Rosenthal has said on podcasts

10 statements · 8 positive · 2 negative

on YouTubePositiveSep 14, 2026· Acquired
YouTube improves at surfacing the best home-project DIY videos.
“over time, YouTube gets pretty good at surfacing the best videos for home project DIY.”
Listen at 2:43:52
Open the episode · The Home Depot
on The Home Depot, Inc.PositiveSep 14, 2026· Acquired
Home Depot is uniquely positioned to own home-improvement e-commerce.
“Home Depot is actually pretty uniquely positioned. to build this out and own e-commerce for home improvement and hardware.”
Listen at 2:46:40
Open the episode · The Home Depot
on Home Depot specialized logistics chainPositiveSep 14, 2026· Acquired
Home Depot’s specialized logistics chain protects it from Amazon’s retail disruption.
“Amazon's eating everybody's lunch except Home Depot's because this is a highly specialized, again, specialty retail, logistics and fulfillment chain and Home Depot's built it out.”
Listen at 2:53:37
Open the episode · The Home Depot
on Home Depot revenuePositiveSep 14, 2026· Acquired
Home Depot revenue rose from $110 billion to about $160 billion during COVID.
“during COVID, Home Depot's revenue growth goes nuts. It goes from $110 billion in revenue to about $160 billion of revenue.”
Listen at 2:56:04
Open the episode · The Home Depot
on Atlanta FalconsPositiveSep 14, 2026· Acquired
The Atlanta Falcons are worth at least $10 billion.
“I think the Falcons are worth a minimum of 10 billion and arguably more than that”
Listen at 3:08:47
Open the episode · The Home Depot
on Ken Langone’s Home Depot stakePositiveSep 14, 2026· Acquired
Ken Langone’s Home Depot stake is worth about $6 billion.
“His stake in the company is worth about $6 billion today.”
Listen at 3:09:48
Open the episode · The Home Depot
on Home Depot fulfillment and distribution centersNegativeSep 14, 2026· Acquired
Modern Home Depot would fail without fulfillment and distribution centers.
“Home Depot today would be toast without them.”
Listen at 3:15:14
Open the episode · The Home Depot
on Amazon hardware logisticsNegativeSep 14, 2026· Acquired
Amazon will struggle to match Home Depot’s hardware logistics scale.
“it's going to be really hard for Amazon to build and match the scale of what Home Depot has in hardware.”
Listen at 3:19:00
Open the episode · The Home Depot
on U.S. homeownershipPositiveSep 14, 2026· Acquired
High U.S. homeownership was necessary for the home-improvement industry’s scale.
“that was a necessary precondition for the home improvement industry to get so large.”
Listen at 3:25:30
Open the episode · The Home Depot
on Cam WardPositiveSep 14, 2026· Acquired
Cam Ward could become an NFL star.
“I think he can be a star in the league going forward.”
Listen at 3:29:33
Open the episode · The Home Depot

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.