Pepsi

company on 21 shows · 30 statements across 28 episodes · said 136 times in 74 episodes since 2016

How I Built This 34 Top Founders 21 the Startup Ideas Podcast 15 TBPN 13 20VC 9 My First Million 8 WTF is with Nikhil Kamath 7 the MAD Podcast 7 All-In 5 the Neon Show 3 the a16z Podcast 3 BigDeal 2 Latent Space 2 Invest Like the Best 2 Capital Allocators 2 Big Technology 2 the Official SaaStr Podcast 1 Masters of Scale Starter Story Sourcery the Green Blueprint

Mentions by year, every show

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00138251520162017201820192020202120222023202420252026episodesmentions
081520162017201820192020202120222023202420252026episodes it came up in
0027.541520162017201820192020202120222023202420252026episodesmentions per episode

How I Built This 34Top Founders 21the Startup Ideas Podcast 15TBPN 1320VC 9My First Million 8the MAD Podcast 7WTF is with Nikhil Kamath 79 more shows

2026 22 mentions in 11 episodes 2 per episode
2025 16 mentions in 9 episodes 2 per episode
2024 19 mentions in 10 episodes 2 per episode
2023 14 mentions in 12 episodes 1 per episode
2022 23 mentions in 7 episodes 3 per episode
2021 7 mentions in 4 episodes 2 per episode
2020 1 mention in 1 episode
2019 6 mentions in 5 episodes 1 per episode
2018 6 mentions in 5 episodes 1 per episode
2017 12 mentions in 6 episodes 2 per episode
2016 10 mentions in 4 episodes 3 per episode

every mention on every show, scene by scene, with the transcript →

30 statements about Pepsi, every show

MASTERS OF SCALE Assertion Supported
Allison Ellsworth: Pepsi Acquired Poppi for $1.95 Billion
“1.95 billion dollars.”
Allison Ellsworth May 1, 2026 ▶ 32:33 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
Poppi Founders Sold 100% of Company Without Retaining Operational Roles
“What a lot of people don't realize is we sold 100% of the company. A lot of times you'll do a two-step deal where if it was probably, I would say if it was that situation, we would have stayed in our roles and kept going. But you don't sell your company for tw…”
Allison Ellsworth May 1, 2026 ▶ 32:56 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
HOW I BUILT THIS Assertion Not publicly verifiable
iRobot Sold 250,000 Roombas in Six Weeks After Chappelle Pepsi Ad
“And we sold 250,000 Roombas in six weeks.”
Colin Angle Apr 13, 2026 ▶ 43:35 iRobot: Colin Angle. How The Roomba Became a Household Icon
NEON SHOW Disclosure
Rajagopal: FirstClub refuses to sell Coke, Pepsi, Lay's, or major biscuits
“We are the only platform. We don't sell Pepsi and Coke. We don't sell Lay's and Bingo's of the world. We don't sell the big biscuit brands in the country, right?”
Ayyappan Rajagopal Mar 12, 2026 ▶ 11:42 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
HOW I BUILT THIS Assertion Not checkable as stated
Baer: Jerry Bruckheimer cast her in a Pepsi commercial
“He's an ad guy and came up to me and asked me to be in a Pepsi commercial, and I went, yeah, right.”
Meredith Baer Dec 1, 2025 ▶ 10:44 Meridith Baer Home: Meridith Baer. She Started Over at 50 and Put Home Staging on the Map.
ALL-IN Assertion Not checkable as stated
Musk: Gates claimed long-range electric semi-trucks impossible while Pepsi drove them
“He came to visit me at the Tesla Gigafactory in Austin, and was telling me that it's impossible to have a long-range, ah, semi-truck. And I was like, well, but we literally have them and you can drive them, and Pepsi is literally using them right now”
Elon Musk Oct 31, 2025 ▶ 1:10:40 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
BIGDEAL Assertion Supported
Ellsworth is the only female beverage founder with an exit this large
“Especially in beverage, I am the only female founder of an exit of this size ever, right?”
Allison Ellsworth Sep 24, 2025 ▶ 41:34 Broke to Billionaire: How to Turn a Side Hustle Into Your Salary | Allison Ellsworth
TBPN Insight
Coogan: Duopolies avoid price wars via Nash equilibrium marketing competition
“It's not, it is unspoken, but it is a nature, it is a natural game theoretic Nash equilibrium. Like, it is the natural state of things that both sides understand that to go to war would be mutually assured destruction, and so they don't even need to talk about…”
John Coogan Aug 9, 2025 ▶ 16:53 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Thomae received around $75,000 from Pepsi's acquisition of Izze
“I got about 75,000 dollars.”
Koel Thomae Nov 25, 2024 ▶ 14:48 Noosa Yoghurt: Koel Thomae
SOURCERY Opinion
Fiedler: Coca-Cola and Pepsi are experiencing their 'cigarette moment'
“Coca-Cola and Pepsi, three hundred forty-five billion dollar companies, they're really having their cigarette moment and they were cool when I was a kid. And now they're not healthy.”
Jason Fiedler Nov 8, 2024 ▶ 23:42 America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
HOW I BUILT THIS Assertion Contradicted
Tice: Distrust of artificial sweeteners drove 2008 Coke and Pepsi diet slump
“So in 2008, Coke and Pepsi were experiencing this enormous downturn of diet beverages. And it was really due to the fact that there was enormous consumer distrust of artificial sweeteners.”
Cynthia Tice Sep 30, 2024 ▶ 22:09 Lily’s Sweets: Cynthia Tice
STARTUP IDEAS Assertion Supported
Isenberg: Quebec Is One of Pepsi's Biggest Global Markets
“Quebec has this weird thing where it's like one of the biggest markets in the world for Pepsi, not Coke.”
Greg Isenberg Aug 15, 2024 ▶ 11:59 4 SaaS ideas to build in 2025 (and how to grow them)
20VC Insight
Ishbia: High-performing organizations need respected rivals to excel
“I really believe that the best and most talented organizations and people have a rival they really respect. I think the Red Sox are better because they hate the Yankees. I think Duke hates basketball against North Carolina. I think Coke hates Pepsi. And they a…”
Justin Ishbia Feb 26, 2024 ▶ 50:18 Justin Ishbia: The Three Traits Required to Succeed in Private Equity | E1119 · 20VC with Harry Stebbings
ALL-IN Insight
Phillips: Dual-competitor consumer markets create openings for premium luxury products
“Because what we found is in every category, every consumer product category in which there are two main competitors, Coke and Pepsi, Stoli Absolute, Ben and Jerry's and Haagen-Dazs, they tend to fight to the bottom. Lower pricing you know, frankly demeaning co…”
Dean Phillips Nov 17, 2023 ▶ 5:09 In conversation with Dean Phillips
HOW I BUILT THIS Prediction Not checkable as stated
Cole: Slutty Vegan will become what Pepsi and Coca-Cola are to America
“The brand is going to be what Pepsi is to America. What Coca-Cola is to America. They're not selling products. What they're selling is an experience, and however that experience comes is what Slutty Vegan is going to do.”
Pinky Cole Mar 23, 2023 ▶ 50:40 HIBT Lab! Slutty Vegan: Pinky Cole
20VC Assertion Contradicted
Four conglomerates control 98% of the retail beverage market
“Four or five big players literally own 98% of the market between Coke, Pepsi, Anheuser-Busch, Molson Coors. I mean, that is 98% of the beverages you see on a shelf in a store anywhere.”
Mike Cessario Jan 20, 2023 ▶ 39:10 Liquid Death CEO Mike Cessario: How I Turned Canned Water to a $700M Company | E968 · 20VC with Harry Stebbings
Category creators need knockoffs to prove their product's superiority
“The way that I soothe myself about knockoffs is that I remember this fact that, you know, Coke needed Pepsi. Xerox needed IBM. Beauty Blender needs knockoffs in order to prove why we are the category creator and the best.”
Rea Ann Silva Dec 19, 2022 ▶ 56:29 Beautyblender: Rea Ann Silva
Pepsi's yerba mate brand is struggling due to premature consumer awareness
“One of our competitors is owned by Pepsi and they're on the Pepsi trucks and they have unlimited distribution, but it's not really working. And I think it's because it's just premature. You know, the market's not ready. There's not enough customers that know a…”
Chris Mann Nov 28, 2022 ▶ 1:07:31 Guayakí Yerba Mate: David Karr and Chris Mann
GREEN BLUEPRINT Assertion Supported
Lacey: Major Corporations Like Intel and Starbucks Rely on RECs for Climate Claims
“Intel, Pepsi, Starbucks, Procter & Gamble, thousands of the world's biggest companies rely on renewable energy credits to make sustainability claims.”
Stephen Lacey Nov 16, 2022 ▶ 2:33 A reality check on corporate sustainability
MASTERS OF SCALE Assertion Contradicted
Branson: Virgin Cola outsold Coke and Pepsi for 18 months
“And for about 18 months, we were out selling them.”
Sir Richard Branson Jun 24, 2021 ▶ 24:17 Sir Richard Branson: The secret to big leaps
Branson: A cola cannot be radically better than Coke or Pepsi
“With a can of Cola, it can't be radically better than Coke or Pepsi.”
Sir Richard Branson Jun 24, 2021 ▶ 25:14 Sir Richard Branson: The secret to big leaps
HOW I BUILT THIS Assertion Partly supported
Corporate giants Pepsi and Sara Lee launched failed rival bakery-cafes
“Pepsi came after us. They decided this was going to be the third leg of Pepsi food service, and they created something called La Petite Boulangerie. Sarah Lee came after us. They bought a chain called Michelle's Baguette, and they were going to open 400 stores…”
Ron Shaich Feb 10, 2020 ▶ 20:50 Panera Bread/Au Bon Pain: Ron Shaich (2018)
CAPITAL ALLOCATORS Assertion Partly supported
Pepsi previously owned North American Van Lines and Wilson Sporting Goods
“Most people don't remember this, but at one time, Pepsi owned North American Van Lines Moving Company, they owned a trucking company, they owned Burpee Seeds, they owned Wilson Sporting Goods. None of which had anything to do with snack foods and beverages.”
Roz Hewsenian Aug 6, 2018 ▶ 14:24 Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
HOW I BUILT THIS Assertion Partly supported
Shaich: Pepsi and Sara Lee launched major bakery chains to compete with Au Bon Pain
“Pepsi came after us. They decided this was going to be the third leg of Pepsi food service, and they created something called La Petite Boulangerette. Sarah Lee came after us. They bought a chain called Michelle's Baguette, and they were going to open 400 stor…”
Ron Shaich Apr 30, 2018 ▶ 20:15 Panera Bread/Au Bon Pain: Ron Shaich
HOW I BUILT THIS Assertion Supported
Pepsi and Anheuser-Busch backed BET early while P&G and Colgate hesitated
“Pepsi Cola was an early advertiser because they, the soft drink appeals to that market. Same way with Anheuser-Busch. They got exclusive rights to advertise their beer. But what you call the real revenue generators, the package good guys the Procter & Gamble, …”
Robert "Bob" Johnson Dec 14, 2017 ▶ 25:16 Live Episode! Black Entertainment Television: Robert Johnson
MASTERS OF SCALE Assertion Partly supported
Heffernan: Ocean Spray rejected Pepsi buyout by 50.1% to 49.9% vote
“And at one point, Pepsi tried very hard to buy them. And of course, the company is owned by the Cranberry farmers. So this was a really passionate, passionate debate. You could never have resolved it by who cared most because everybody cared totally. And it en…”
Margaret Heffernan Oct 6, 2017 ▶ 29:35 Meta's Sheryl Sandberg: Lead, lead again
TOP FOUNDERS Disclosure
Velocity refuses to work with direct brand competitors simultaneously
“We're not ever going to be working with those two brands side by side.”
David Dunne Jul 23, 2017 ▶ 21:27 729: Will Edelman Digital Creator Lead New AI Marketing World?
Financial advisory is about behavioral coaching, not short-term stock picking
“The real job is not define, you know, divining, ooh, is like Dr. Pepper Snapple going to be better than Pepsi? Which one do I buy for this quarter? Like, that's not the gig. The gig is getting people through.”
Josh Brown May 9, 2017 ▶ 48:33 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
HOW I BUILT THIS Assertion Supported
Bhargava: Coke, Pepsi, Red Bull, and Monster all launched energy shots
“Coke came in with a product that was a shot, Pepsi, Red Bull Monster, they all came in with shots, you know, with two ounce bottles.”
Manoj Bhargava Mar 13, 2017 ▶ 21:07 5-Hour Energy: Manoj Bhargava
20VC Prediction Held up
Brand-Owned Content Studios From GoPro, Marriott, and Pepsi Will Accelerate
“And we've now seen that GoPro is going that same direction. You're seeing Marriott Hotels, of all things, has just significantly financed its own studios to do exactly the same thing, and Pepsi is making those noises, and so that is a trend that I absolutely s…”
Peter Csathy Jan 26, 2015 ▶ 14:35 20 VC 007: The Evolution of Content and the Venture Capital Industry with Peter Csathy

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