Under Armour, every mention
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tap a year for its mentions
every year anyone Ben Gilbert 9David Rosenthal 4Jim Weber 2
Verbatim, from the transcripts: the passages where Under Armour comes up
Google Part II: Alphabet (Audio) · Acquired
- ▶ 2:25:07 David Rosenthal Powering companies like PayPal, RAMP, Under Armour, Notion, Runway, Cursor, and many more.
- ▶ 2:26:24 Ben Gilbert So you go from prompt to full stack deployment with zero setup using the same secure, scalable, automatic infrastructure that powers sites like Ramp, Notion, and Under Armour.
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired
- ▶ 26:17 Ben Gilbert Vercel calls this the AI cloud, purpose-built for the next era of apps and already in production across companies like Under Armour, PayPal, Notion, and AI startups like Runway, Decagon, and BrowserBase.
The Steve Ballmer Interview · Acquired
- ▶ 1:41:14 Ben Gilbert And join customers like OpenAI, Granola, Runway, Supreme, Chick-fil-A, Ramp, PayPal, Under Armour, and NerdWallet.
Nike (Audio) · Acquired
- ▶ 3:08:41 Ben Gilbert Yes, after that is Skechers, then Puma, then Asics, Converse, Under Armour, but like, massively declining market share curve.
- ▶ 3:26:20 David Rosenthal I have to wonder, the other shoe companies who are still doing big deals in the NBA, let's take Under Armour and Steph Curry here in San Francisco, like,
- ▶ 3:26:32 David Rosenthal What are they doing?
- ▶ 3:26:33 Ben Gilbert Name another Under Armour athlete.
- ▶ 3:26:42 David Rosenthal Steph could sign with Nike tomorrow, but Under Armour is just paying him a boatload of cash, and I think also gave him tons of equity in the company and whatnot, but like, why?
- ▶ 3:26:50 Ben Gilbert I mean, I just think it's a bad move for Under Armour.
- ▶ 3:27:13 Ben Gilbert Right, but don't be Under Armour, who's not a platform brand.
- ▶ 3:27:17 Ben Gilbert They don't have the size and scale and everything that accrues to a Nike, but they're trying to run a mini Nike playbook, and they need to run a completely different playbook.
Arena Show Part II: Brooks Running (with CEO Jim Weber) · Acquired
Peloton - the entire history and strategy behind America's trendiest workout · Acquired
- ▶ 1:43:22 Ben Gilbert You know, noon subscription, noon deals, or Under Armour deals, or even though they're making 500 to a million from Peloton in salary or whatever their contract is, I bet they're making a lot more from their other engagements.