Jeremy Giffon
Founder & Investor, Octave. On 3 shows, 3 appearances, plus 1 compilation re-air not counted. The Shows tab opens the full record on each.
investoroperatorfounderexecutive@jeremygiffon ↗jeremygiffon.com ↗
Jeremy Giffon was the first employee and general partner at holding company Tiny, where he spent eight years executing and structuring software acquisitions. He was previously on the founding team of edtech startup MediaCore and now invests through his fund, Octave.
3shows
3appearances
82statements
6resolved
4supported
2contradicted
67%fully supported
48said about them ↓ Everything Jeremy Giffon said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Jeremy Giffon criticizes traditional finance as extractive leveraged buyout culture
“I do think that it's notable that, like, the current paradigm in which we live, the largest and most important finance firms come out of a Culture of leveraged buyout, which it's extractive insofar as the primary goal is to make a thing more profitable. The co…”
Giffon: Billionaires are now culturally subservient to the posting class
“And that now I think the billionaire class has become subservient to the posting class.”
Giffon: Remote Fridays are a soft launch of the four-day week
“The people, the reason people are so attached to work from home is because they actually have like two or three hours of work to do per day. And so work from home Fridays is like a, is a soft launch of the four hour, four day work week.”
Giffon: Big tech leaders repeatedly echo Curtis Yarvin without naming him
“I thought it was remarkable for years how you could sort of hear Curtis's ideas coming out of the mouth of, mouths of the big tech leaders without being named.”
Jeremy Giffon argues white-collar jobs are artificial and non-essential
“To me, it's, like, very obvious that every, certainly every white collar job is, like, totally fake and made up in the sense that, like, they are not contingent for shelter and food and medicine and other necessities, but most jobs do not Touch those.”
Giffon: Insider bridge rounds are shockingly hostile to founders
“Like I've been shocked at sort of how hostile Insider bridge rounds really are. I think this is like an under-discussed part of venture. Just they have like, you know, three ex liquidation preferences or warrants or ratchets or other things.”
Giffon: All major institutions are becoming timeline-native
“People are still very much underestimating how much policy gets dictated from the timeline, how much venture rounds are done on the timeline, how much businesses are built on the timeline. And I think increasingly everything will just become sort of timeline n…”
Giffon: Books Have Been Surpassed by More Compelling Modern Media Formats
“To me, the book thing feels a little bit like a swan song for, you know, a technology that you know, there will still be a place for. But, like, it was the best way we had of delivering information, and now there's new ways, and they're more compelling and mor…”
Giffon: Timeline sentiment has completely replaced traditional political polling
“The people who do well in politics now are just optimized for content. They're basically content creators because the polling is the timeline.”
Giffon: Wall Street and Silicon Valley compensation models have completely flipped
“I would argue that those have started to flip now, whereas like Wall Street, because all these businesses have gone public you know, on Wall Street, you're comped on RSUs, and you're thinking like a firm, and you're, you know, maybe it's, especially at the top…”
Giffon: The era of high gross margins in software is ending
“This era of high gross margins being the norm is just going to go away. And what's going to make up for it, I think is lower gross margins, much thinner net margins and just much more scale.”
Giffon: Public markets will produce $10 trillion companies
“I think it's uncontroversial to say we're going to have 10 trillion dollar companies and so on and so forth.”
Giffon: A manager's personal net worth relative to fund size is underrated
“The personal financial situation of a manager is an incredibly underrated thing to ask about, right? Like if you have a couple hundred million dollars in the bank account, in your bank account, and you're raising a thirty million dollar fund, that's very diffe…”
Giffon: Tech leaders use private allocations to create a landed gentry
“We're sort of recreating the feudal system from first principles where there are the lords Elon Zuckerberg, Dario, Sam, and they're sort of, they can sort of make landed gentry by giving out allocations, because these allocations are sort of these, sort of lik…”
Giffon: Neo-Buddhist utilitarianism and uncredited philosophers drive Silicon Valley
“I think there is a real philosophy that's some sort of, like, neo-Buddhist utilitarianism that underlies the, like, technological developments in Silicon Valley, and it's interesting because you see it, like, Will McCastle gets involved with SPF and FTX. There…”
Giffon: We are about to see a renaissance of bootstrapped startups
“And I think, you know, I think we're about to see kind of the renaissance, the bootstrapper.”
Giffon: AI will enable 100% annual growth with far less capital
“I think we're about to see like an era of incredibly like capital efficient businesses that by the way, like are not giving up growth at all. Like you can still grow a hundred percent a year.”
Giffon: Founders with $20M revenue and $100M raised are quietly trapped
“A thing that happens far too much that, that no one talks about is all these founders who are stuck. You know, if you have twenty million of revenue, A hundred employees and you've raised a hundred million bucks. You can't just quit. If you're the founder, eve…”
Giffon: Liquidation preferences trap founders who build heroic $30M revenue businesses
“Look, if you build a business to thirty million bucks for revenue, that's like a heroic feat. It's extremely hard to do. And then you somehow end up with eight percent of it under a two hundred million dollar press stack. That kind of sucks. And I don't think …”
Giffon: The largest venture firms are functioning PE shops
“Just as the biggest firms are turning into PE shops, the biggest venture firms are functioning PE shops.”
Giffon: The 'venturification' of Middle America is buying up local businesses
“I mean, right now you're seeing The venturification of middle America and like, as all these venture co's start to buy up, you know, vets and med spas and all these things like venture capital. I'm in like, I'm in the rural Midwest right now. And like, you're …”
Giffon: Scaled VC firms inevitably turn into fee-seeking asset managers
“At some sense, at some scale, you just become an asset manager and really what you're looking for are you know, different fee paying products basically.”
Giffon: Creator Equity Will Massively Exceed Ad and Sponsorship Revenue
“And I think every person with an audience will eventually, the money that they make from equity in a business that they own will massively dwarf the money that they make from ad rates or sponsorship reads.”
Giffon: Regulatory Compliance Software Is Resilient Against AI Disruption
“And they're also, like, fairly AI resilient, I think, because it's really, again, it's like medical stuff, it's really high downside, so you don't wanna, like, trust it with AI, and then it turns out you weren't in compliance, and you're gonna get a huge fine,…”
The other half of the tape: Jeremy Giffon's own voice is left out of every number here. Other people bring the name up 48 times in 23 episodes across the shows. every mention, with the transcript →
Who brings them up most Jordi Hays 13John Coogan 12Will Manidis 2Shaan Puri 2Patrick O'Shaughnessy 1
Every mention by year
tap a year for its mentions
TBPN 45
My First Million 2
Invest Like the Best 1
2026 9 mentions in 5 episodes 2 per episode
- Alex Hormozi's Playbook for Building Billion-Dollar Businesses
- Tyler Cowen Doesn't Think America Should Ban Chinese AI Models
- AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
- OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- Why OpenAI Is Killing Side Projects to Win AI
- every mention in 2026, scene by scene →
2025 14 mentions in 9 episodes 2 per episode
- Can This Man Save Los Angeles? (Rick Caruso)
- Will Manidis talks private markets, walking in NYC, and Cash Chads vs. Leverage Kings.
- Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN
- Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- How Graham Weaver Turns Recent Grads Into CEOs · Invest Like The Best
- "I Invest in People" – David Senra Talks Ramp, His Favorite Founders, and the Pursuit of Greatness.
- 1 more episode that year, every mention in 2025 →
2024 24 mentions in 8 episodes 3 per episode
- Elon's Big Week (ep4)
- Who's Getting Rich Off Ozempic? (e12)
- The Secret Billionaire Party (ep6)
- How to Spend a Trillion Dollars Fast (ep13)
- Crypto is Back Baby (ep5)
- Fact-Checking The Information (ep10)
- 3 Killer Businesses Hidden in Plain Sight
- Zuck Just Killed the Apple Vision Pro (ep2)
- every mention in 2024, scene by scene →
2023 1 mention in 1 episode
One line per show, most statements first. The link opens Jeremy's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| INVEST LIKE THE BESTLEDGER | Founder & Investor, Octave | 1 | 34 | — | full record on Invest Like the Best → |
| TBPNLEDGER | Founder & Investor, Octave | 1 +1 | 26 | 67% 2/3 | full record on TBPN → |
| MY FIRST MILLIONLEDGER | Founder & Investor, Octave | 1 | 22 | 67% 2/3 | full record on My First Million → |