Arizona

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 21, 2025 by Ben Gilbert · said 11 times in 7 episodes since 2021 · across every show →

Mentions by year

brought up most by Ben Gilbert (4), David Rosenthal (3), Brad Gerstner (2), Jamie Dimon (1), Brinton Johns (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired Jan 27, 2026 · 1 mention · from 26:52
every mention in 2026, scene by scene →

2025 4 mentions in 3 episodes 1 per episode

TSMC · Acquired Jan 21, 2025 · 2 mentions · from 2:01:33
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired Jul 16, 2025 · 1 mention · from 44:10
TSMC founder Morris Chang · Acquired Jan 27, 2025 · 1 mention · from 2:30:08
every mention in 2025, scene by scene →

2023 3 mentions in 1 episode

Costco (Audio) · Acquired Aug 21, 2023 · 3 mentions · from 24:50
every mention in 2023, scene by scene →

2022 2 mentions in 1 episode

Altimeter (with Brad Gerstner) · Acquired Mar 15, 2022 · 2 mentions · from 50:00
every mention in 2022, scene by scene →

2021 1 mention in 1 episode

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 1 mention · from 1:23:23
every mention in 2021, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Arizona, oldest first

Jan 21, 2025 neutral

Assertion Contradicted

TSMC is spending $12 billion in Arizona for non-leading-edge fabs

“They are spending, I think, twelve billion dollars this year to start a plant in Arizona, which will not be the three nanometer, I don't even think it'll be the five nanometer.”

Ben Gilbert Jan 21, 2025 ▶ 2:01:33 TSMC · Acquired

Arizona

Mentions by year

Everything said about Arizona, oldest first

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