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PodcastHow I Invest with David WeisburdOctober 9, 2026

E440: What Steve Jobs Taught Me About Great Founders

Rosenblatt sees the current AI cycle as structurally different from past booms due to unprecedented capital, velocity, and vulnerable incumbent market cap.

  • Jobs' management style: Steven Rosenblatt says Steve Jobs ran Apple on a single P&L with himself as sole decision-maker, surrounded himself with complementary personalities (Tim Cook's calm, Eddie Cue's dealmaking), and obsessed over details down to pixel-level ad creative review.
  • $300M Quattro acquisition: Apple bought Quattro Wireless for ~$300M in 2009; Rosenblatt's team launched iAd and sold four $10M ad deals, generating $60M in six weeks on a product that wasn't yet live.

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