Federal Trade Commission

also referred to as: ftc

10 statements across 9 episodes · 1 bullish · 7 bearish · 7 people on the record · first statement Jan 31, 2022 by Roger Ehrenberg · said 42 times in 21 episodes since 2022 · across every show →

Mentions by year

brought up most by Rory O'Driscoll (13), Roger Ehrenberg (5), Keith Rabois (3), Arvind Narayanan (3), Scott Galloway (2), William Hockey (1), Miles Dieffenbach (1), Mamoon Hamid (1)

tap a year for its mentions
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051020222023202420252026episodes it came up in
001.352.51020222023202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 24 mentions in 10 episodes 2 per episode
2024 10 mentions in 5 episodes 2 per episode
2022 5 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Federal Trade Commission, oldest first

Jan 31, 2022 bearish
Prediction Held up
Ehrenberg: FTC regulatory scrutiny will block FAANG M&A acquisitions
“I'm not sure the FTC is going to let those deals happen. So that adds a curveball in M&A that we have not had easily in a generation, which is this very, very restrictive regulatory environment where a bunch of the logical buyers, the FAANGs, for instance, are…”
Roger Ehrenberg Jan 31, 2022 ▶ 29:54 20VC: How Startup Valuations, Fund Deployment Cycles, M&A and IPO Markets Will All Change in This New Market, Where Will The Biggest Crunch Be, When Is The Right Time To Be Aggressive vs Conservative with Roger Ehrenberg, Founding Partner @ IA Ventures
Apr 8, 2022 negative
Opinion
Liaw: Regulatory fear has chilled M&A for Meta, Google, Amazon, and Apple
“I think that probably the bigger challenge is for a lot of the biggest mega cap tech companies, fear of regulation and regulatory authority intervention is probably causing a lot of them to say, this is probably not worth our time, right? So it's kind of a fun…”
Eric Liaw Apr 8, 2022 ▶ 11:53 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Jan 12, 2024 neutral
Opinion
Rabois: FTC's Adobe-Figma challenge was standard antitrust enforcement
“Figma in some ways was easier case for the government in the FTC, which has been very aggressive than many other cases. You know, Figma Is competitive with Adobe's products. Like at the end of the day, that's not like a stretch where the FCC has been taking so…”
Keith Rabois Jan 12, 2024 ▶ 1:09:59 Keith Rabois on Rejoining Khosla Ventures | E1102 · 20VC with Harry Stebbings
Feb 19, 2024
Prediction Held up
Ehrenberg: A Trump presidency would ease FTC antitrust policy and unlock M&A
“Yes, certainly with a different head of the FTC, it's, I mean, the pendulum has swung all the way in the other direction. I think you could argue that antitrust was extremely weak for a generation, and now it's swung all the way in the other direction, so I wo…”
Roger Ehrenberg Feb 19, 2024 ▶ 1:15:36 Roger Ehrenberg: Why VC Returns Will Get Worse & Why LP Incentive Structures are so Broken | E1117 · 20VC with Harry Stebbings
Aug 28, 2024 negative
Opinion
Narayanan: Oligopoly of tech giants dominating AI models is serious risk
“That might happen. I think that's a very serious possibility, and I think this is actually one area where regulators should be paying attention. You know, what does this mean for market concentration, antitrust, and so forth?”
Arvind Narayanan Aug 28, 2024 ▶ 26:30 Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Assertion Supported
Hamid: FTC and Lina Khan did not block the Adobe-Figma deal
“I don't think, ah, a lot of us put a lot of the blame on Lena Khan, poor Lena Khan because, you know, in our own experience, that's not, that was not the issue for Adobe Figma. It wasn't Lena, ah, or the FTC, ah, there were other issues. So I think it's broadl…”
Mamoon Hamid Oct 21, 2024 ▶ 33:48 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Jan 20, 2025 positive
Prediction Partly held up
Kanji: Trump administration will reopen tech M&A and IPO markets
“Yes, because I think JD Vance has made that very clear, that sub-five hundred million dollar deals, the FTC has no business trying to block transactions.”
Hussein Kanji Jan 20, 2025 ▶ 1:15:17 Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
Jul 17, 2025 negative
Opinion
O'Driscoll: FTC regulatory overreach has disrupted normal tech M&A
“It would all be so much simpler if everyone here was a standard C Corp. And if the FTC would get back to being sensible, because all this entire podcast is basically the FTC fucked up normal business operations.”
Rory O'Driscoll Jul 17, 2025 ▶ 28:52 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 17, 2025 bearish
Prediction Held up
O'Driscoll: FTC will investigate Big Tech's 'empty husk' deals
“So the FTC is not going to let this happen without poking around.”
Rory O'Driscoll Jul 17, 2025 ▶ 20:59 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Oct 30, 2025 negative
Opinion
O'Driscoll: FTC's block of the Amazon-Roomba deal was absurd and destructive
“And the FTC led by Lena Kahn chose to block that deal because I think Benedict Evans said in his place because of an insipid monopoly in the house vacuum cleaner marketplace, very tongue in cheek, right? It was an absurd decision at the time. It only got more …”
Rory O'Driscoll Oct 30, 2025 ▶ 1:09:38 OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
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