San Francisco
6 statements across 6 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jun 6, 2022 by Katherine Boyle · said 205 times in 64 episodes since 2021 · across every show →
Mentions by year
brought up most by David Rosenthal (132), Ben Gilbert (44), Katherine Boyle (6), Jason Calacanis (4), David Senra (4), Anu Hariharan (4), Mike Taylor (2), Joseph Gordon-Levitt (1)
2026 14 mentions in 5 episodes 3 per episode
- Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
- Disney: The Renaissance and the Empire · Acquired
- The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
- The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
- Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- every mention in 2026, scene by scene →
2025 29 mentions in 7 episodes 4 per episode
- Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- Epic Systems (MyChart) · Acquired
- 10 Years of Acquired (with Michael Lewis) · Acquired
- Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- Indian Premier League Cricket (Audio) · Acquired
- TSMC founder Morris Chang · Acquired
- every mention in 2025, scene by scene →
2024 43 mentions in 10 episodes 4 per episode
- Hermès (Audio) · Acquired
- IKEA (Audio) · Acquired
- Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- Mars Inc. - The Chocolate Story (Audio) · Acquired
- Chase Center + Summer Update (Audio) · Acquired
- Starbucks (with Howard Schultz) · Acquired
- Novo Nordisk (Ozempic) · Acquired
- Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- 2 more episodes that year, every mention in 2024 →
2023 34 mentions in 9 episodes 4 per episode
- Visa (Audio) · Acquired
- Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- Sessions: David Senra (Founders Podcast) · Acquired
- Costco (Audio) · Acquired
- Nike (Audio) · Acquired
- Holiday Special 2023 (Audio) · Acquired
- Uber CEO Dara Khosrowshahi · Acquired
- Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- 1 more episode that year, every mention in 2023 →
2022 74 mentions in 26 episodes 3 per episode
- American Dynamism (with Katherine Boyle) · Acquired
- Arena Show Part I: Idea Dinner + YC Continuity · Acquired
- ACQ Sessions: Jason Calacanis · Acquired
- Qualcomm · Acquired
- Benchmark Part I · Acquired
- Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt) · Acquired
- Holiday Special 2022 · Acquired
- Benchmark Part II: The Dinner · Acquired
- 18 more episodes that year, every mention in 2022 →
2021 11 mentions in 7 episodes 2 per episode
- Standard Oil Part II (Extended Cut) · Acquired
- FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut) · Acquired
- Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- CAA (with Michael Ovitz) · Acquired
- Not Boring (with Packy McCormick) - Extended Cut · Acquired
- Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
- Standard Oil Part I · Acquired
- every mention in 2021, scene by scene →