Magnificent Seven
4 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Oct 9, 2024 by Jeff Wang · said 17 times in 9 episodes since 2024 · across every show →
Mentions by year
brought up most by Harry Stebbings (15), Julia Hoggett (1), Hemant Taneja (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 15 mentions in 7 episodes 2 per episode
- Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- Julia Hoggett, CEO @ LSEG plc: The Myths and the Reality of The London Stock Exchange · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
Everything said about Magnificent Seven, oldest first
Oct 9, 2024 bullish
Wang: Tech CapEx is unprecedented due to $150B Big Tech cash flow
“You have never seen this level of investment because I think if you roll back to 1999, for example, the, you didn't have this mag seven that was throwing off, you know, one hundred and fifty billion of free cash flow and you can go invest gobs and gobs of mone…”
Jul 7, 2025 negative
Galloway: Seven Companies Represent 34% of the S&P 500
“34% of the S&P is represented by seven companies, and 50% of the equity value of the world, and 70% of the enterprise value, if included the debt, is wrapped up in the U.S. Economy, which has seven companies, and if any of those seven companies sneeze, the who…”
Aug 28, 2025 bearish
Aug 22, 2026 bullish
Murdock: Hyperscalers Will Benefit from Market Dislocation by Buying Cheaper Assets
“If there is a dislocation, no one is better prepared to survive it than hyperscalers. I mean, all the hyperscalers have enough ongoing business and they've been very consistent. That's why they're worth what they're worth. The magnificent seven is there becaus…”