S&P 500

part of S&P

9 statements across 9 episodes · 6 bullish · 0 bearish · 9 people on the record · first statement Jan 2, 2019 by Scott Kupor · said 24 times in 16 episodes since 2019 · across every show →

Mentions by year

brought up most by David George (5), Alex Rampell (3), Steven Sinofsky (2), Marc Rowan (2), Lloyd Blankfein (2), Tony Robbins (1), Scott Cooper (1), Qasar Younis (1)

tap a year for its mentions
005310520192020202120222023202420252026episodesmentions
03520192020202120222023202420252026episodes it came up in
001.32.52.5520192020202120222023202420252026episodesmentions per episode
2026 9 mentions in 4 episodes 2 per episode
2025 6 mentions in 5 episodes 1 per episode
2023 1 mention in 1 episode
2020 1 mention in 1 episode
2019 7 mentions in 5 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about S&P 500, oldest first

Jan 2, 2019 bullish
Insight
Cooper: Mutual funds must buy late-stage private assets to beat benchmarks
“I'm Fidelity, or I'm Wellington, or I'm, you know, T. Rowe Price. I've got to be able to beat my S&P 500 benchmark. I can't do that by buying, you know, kind of large cap incumbents in the public market. And so an option for me to actually buy growth is go dee…”
Scott Kupor Jan 2, 2019 ▶ 11:39 a16z Podcast | The Rise of the Quasi-IPO
Jan 2, 2019
Assertion Contradicted
Andreessen: S&P 500 returns $1T to shareholders while tech gets $50B
“About fifty billion dollars going into high tech. This year alone, more than a trillion dollars will be distributed from the, from just the US's 500 biggest companies. Just the S&P 500 will distribute more than a trillion dollars of cash back to their sharehol…”
Marc Andreessen Jan 2, 2019 ▶ 10:25 a16z Podcast | Disruption in Business... and Life
Jan 2, 2019 positive
Assertion Supported
Sinofsky: IBM beat S&P 500 by 7x post-mainframe peak
“And if you just use the stock price measure, which obviously has all the other variables associated with it, but it actually, IBM beat the S&P 500 by seven X over that 20 year timeframe on the back of a dead mainframe.”
Steven Sinofsky Jan 2, 2019 ▶ 2:02 a16z Podcast | The $200 PC in the Enterprise
Feb 10, 2020 positive
Insight
Hefetz: Homeownership is a forced savings asset you can live inside
“From the customer's perspective, it's also really, really helpful for them. It's a forced savings mechanism in an appreciating asset. And by the way, you can live inside this asset. No one lives inside the S&P 500.”
Adena Hefets Feb 10, 2020 ▶ 4:20 A Novel Path to Homeownership
Dec 20, 2023 bullish
Assertion Supported
Robbins: Private equity outperformed S&P 500 14.2% to 9.2% over 35 years
“This one is called the holy grail of investing, and it's really based on the fact that for, you know, the last 35 years, as I'm sure you know, the S&P has been up, what, 9.2, and the average private equity has been up 14.2.”
Tony Robbins Dec 20, 2023 ▶ 1:24:13 Tony Robbins on the Future of Health & Longevity
Aug 4, 2025 positive
Insight
Dwarkesh Patel: Asset Ownership Will Protect Wealth If AI Devalues Labor
“One is even if your labor is not worth that much the property you own is potentially worth a lot, right? Like if you own an S&P 500, And there's been explosive growth. You're like a multi multi-millionaire or the land you have is like worth a lot.”
Dwarkesh Patel Aug 4, 2025 ▶ 22:14 Dwarkesh Patel and Noah Smith on AGI and the Economy
Nov 12, 2025 neutral
Assertion Supported
Rampell: Cash salary growth lags the S&P 500's 10% annual compounding rate
“If you're getting paid in cash, You might get a three percent salary bump every year, but the S&P 500 like compounds at 10% a year.”
Alex Rampell Nov 12, 2025 ▶ 0:28 Rocket Companies CEO: Here’s How to Fix the Housing Crisis
Feb 9, 2026 positive
Assertion Supported
David George: AI Winners Account for 80% of S&P 500 Returns
“AI winners are driving the public markets. They account for almost 80% of the S&P 500 return.”
David George Feb 9, 2026 ▶ 25:10 AI Markets: Deep Dive with a16z's David George
May 27, 2026 neutral
Assertion Contradicted
Rowan: Top 10 stocks account for nearly 50% of S&P 500
“10 stocks right now in the US are nearly 50% of the S&P, and they're all levered to the same trend.”
Marc Rowan May 27, 2026 ▶ 10:44 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
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