Saudi Aramco

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 21, 2025 by David Rosenthal · said 4 times in 3 episodes since 2021 · across every show →

Mentions by year

brought up most by Ben Gilbert (3), David Rosenthal (1)

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2025 3 mentions in 2 episodes 2 per episode

TSMC · Acquired Jan 21, 2025 · 2 mentions · from 1:50
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 1 mention · from 3:17:58
every mention in 2025, scene by scene →

2021 1 mention in 1 episode

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired Oct 5, 2021 · 1 mention · from 1:26:17
every mention in 2021, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Saudi Aramco, oldest first

Jan 21, 2025 neutral

Assertion Contradicted

TSMC and Aramco are the only non-US West Coast trillion-dollar firms

“They and Saudi Aramco are the only trillion dollar companies in the world that are not located on the west coast of the United States.”

David Rosenthal Jan 21, 2025 ▶ 1:50 TSMC · Acquired

Oct 6, 2025 bullish

Assertion Contradicted

Google's $140B Earnings Trail Only Saudi Aramco Globally

“On the earnings side, they've generated a hundred and forty billion over the last 12 months, which is more profit than any other tech company, and the only company in the world with more earnings is Saudi Aramco.”

Ben Gilbert Oct 6, 2025 ▶ 3:17:58 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired

Saudi Aramco

Mentions by year

Everything said about Saudi Aramco, oldest first

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