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LinkedIn

4 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Apr 20, 2022 by Ben Gilbert · said 47 times in 17 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (23), Ben Gilbert (19), Emily Chang (4), Andrew Marks (1)

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03520212022202320242025episodes it came up in
002.52.55520212022202320242025episodesmentions per episode
2025 3 mentions in 2 episodes 2 per episode
2024 25 mentions in 5 episodes 5 per episode
2023 10 mentions in 5 episodes 2 per episode
2022 7 mentions in 4 episodes 2 per episode
2021 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about LinkedIn, oldest first

Apr 20, 2022 positive
Assertion Not publicly verifiable
Gilbert: NVIDIA has 1,100 employees with 'CUDA' in their LinkedIn title
“I searched LinkedIn for people who work at NVIDIA today and have the word CUDA in their title. There are 1100 employees dedicated specifically to the CUDA platform.”
Ben Gilbert Apr 20, 2022 ▶ 19:46 Nvidia: The Machine Learning Company (2006-2022) · Acquired
Sep 30, 2024 positive
Assertion Supported
Rosenthal: LinkedIn generates over $16B in annual revenue
“Sixteen billion plus in revenue today.”
David Rosenthal Sep 30, 2024 ▶ 52:46 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
Sep 30, 2024 bullish
Opinion
Gilbert: Standalone LinkedIn would be worth over $100B today
“I mean, if you look at what a reasonable multiple would be for LinkedIn, if it were an independent company today, It's a big company. Like it would be a hundred and I don't know, over a hundred billion dollar market cap company today.”
Ben Gilbert Sep 30, 2024 ▶ 53:46 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
Sep 30, 2024 positive
Assertion Partly supported
Rosenthal: LinkedIn advertising and content generates over $5B annually
“Of which five billion Comes from advertising and content, which for all intents and purposes didn't exist when the acquisition happened. They have built that into a real business.”
David Rosenthal Sep 30, 2024 ▶ 52:52 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
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