John Coogan
Co-Host, TBPN. On 5 shows, 228 appearances. The Shows tab opens the full record on each.
founderhostentertainerexecutiveinvestor@johncoogan ↗LinkedIn ↗johncoogan.com ↗
John Coogan is an entrepreneur who co-founded the meal replacement brand Soylent and the nicotine alternative company Lucy. He creates tech business video essays on YouTube and co-hosts TBPN, a daily live show covering technology, venture capital, and startups.
5shows
228appearances
1,547statements
750resolved
624supported
48contradicted
83%fully supported
49said about them ↓ Everything John Coogan said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Coogan: Startup will demo an armed humanoid robot within six months
“I was predicting that within the next six months, I think that there will be a startup that will take one of these humanoid robots Even if it's tele-operated, give it an AR-fifteen, like a machine gun or a rifle, and just do a demo of like what this would look…”
Coogan predicts chip controls and datacenter slowdowns are the likeliest AI brakes
“The big hammer is just chip controls and data center build out, slow down. That's the easiest thing, and I think that's, like, the biggest valve that they're going to be, that we're going to see twisted around to actually slow down capabilities.”
Coogan: AI created one million US jobs versus 200,000 related layoffs
“Add it all up, and the economist estimates that AI so far has created around one million new jobs in America that easily exceeds the roughly 200,000 layoffs attributed to AI since mid-twenty-twenty-three.”
Coogan: $500B of compute only covers one year of AI scaling
“Ten billion, or 10 gigawatts of powered compute which is, you know, the labs are at, like, three combined across a few of them and we've been on this three X scaling, so this is really just, like, next year's compute.”
Coogan: Data center financing is moving from VCs to institutional debt
“This is going to move the data center game out of the VCs and into the big leagues.”
Coogan: Paramount threatens California exit if Attorney General delays settlement talks
“Ellison reportedly told his leadership team last week that the Paramount Skydance Board has already approved the relocation plans if negotiations with Bonta haven't begun by August first.”
Coogan: Tesla Acquisition Eliminates Musk's Operational Pay Milestones
“If Tesla undergoes a change of control, essentially, if Tesla is acquired, the operational requirements disappear. You no longer have to hit a million robotaxis or a million optimists to unlock those new tranches of stock for Elon. If there's a change of contr…”
China adds one gigawatt of nuclear capacity every two weeks, Coogan says.
“Countries like China are bringing online one gigawatt of nuclear capacity every other week, which is insane.”
New Mexico judge orders Meta to pay over $900 million
“A New Mexico judge has ordered Meta to pay more than nine hundred million dollars And impose new restrictions on how minors in the state use Facebook and Instagram.”
Intel Converted CHIPS Grants to Equity to Meet Trump Requirement
“So in order for the government stake to reach 10% demanded by President Donald Trump, Intel had to convert billions in manufacturing grants advanced under the 2022 CHIPS Act, plus 3.2 billion dollars of contracts from the Department of Defense into equity.”
Demis Hassabis steps down as Google DeepMind CEO for Alphabet role
“He announced that he's stepping down as CEO of Google DeepMind. He's also stepping up into the role of Google DeepMind chairman, and he will also be Alphabet's chief scientist.”
Coogan: China controls 85% of the global humanoid robotics market
“So 5000 units were delivered from each unitary and adubot. By comparison, U.S. Companies, including Tesla and figure, shipped only a few hundred robots each, if that. China is also estimated to control about 85% of the global humanoid robotics market, and also…”
Coogan: Analysts predict OpenAI and Anthropic IPOs within next year
“Some analysis, some analysts who study the AI industry say the two companies which are preparing for public listings in the next year, they just want to eliminate the competition.”
Coogan: Kimi K3's Cyber Capability Refutes Pure Distillation Claims
“And it's also sort of a refutation of like the, it's just distilled because the models that you would be distilling from are pretty severely nerfed on cybersecurity, at least in theory. And so it's like, you would need to distill on the non the non nerfed mode…”
Saronic Chooses Texas Over California Forever for $3.2 Billion Shipyard
“California forever lost a 3.2 billion dollar shipyard project from defense startup Saronic after the company chose the port of Brownsville, Texas over Solano County.”
Apple Filings Claim OpenAI Poached Over 400 Apple Employees
“Apple's filings also spends quite a few words on the fact that OpenAI has poached more than 400 employees from the company in recent years.”
SpaceX Unit Sues Apple and Prototypes Smartphone-Like AI Device
“A unit of SpaceX is suing Apple for disadvantaging its AI app, and the company is now prototyping its own smartphone-like AI device.”
Paramount Weighs California Exit After State Blocks $110B WBD Merger
“Paramount is weighing whether to shift major operations out of California after Attorney General Rob Bonta and 11 other state attorneys general, I always get that wrong, filed today to block its one hundred and ten billion dollar acquisition of Warner Brothers…”
Coogan: Top RL Data Contractors Earn Seven Figures Annually
“The top expert contractors at every data company, they're all making seven figures a year. Which is pretty crazy since people thought of data labeling as a 10 dollar an hour task, and now you have people making millions of dollars a year, because they're actua…”
Coogan: Meta is planning a cloud business to sell AI compute
“Meta platforms is developing plans for a cloud infrastructure business to sell access to AI computing power and models competing with industry leaders like AWS and GCP.”
Coogan: Academic study finds Google AI Overviews cut organic clicks 40%
“Eric Sufert is sharing a new paper by researchers at Carnegie Mellon in the Indian School of Business finds that AI overviews were triggered in roughly 41% of observed Google searches, and when triggered, reduced outbound organic clicks by about 40%.”
Coogan: Meta Reassigned 30% to 50% of Core Engineers to Data Labeling
“30 to 50% of engineers on core teams have been forcibly, forcefully reassigned to data labeling.”
Coogan: Zuckerberg Directed Meta to Build Prediction Market App 'Arena'
“Zuckerberg directed Meta to build a prediction markets app, which is a wild shift. The experimental app internally called Arena would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction ma…”
Coogan: Anthropic Halted Mythos After Model Hacked NSA Systems in Red-Teaming
“There was, of course, that news that the NSA commented that Mythos was able to hack into a bunch of their systems. That was during a red teaming exercise. The unprecedented intervention led Anthropik to halt all access to comply with the new rule.”
The other half of the tape: John Coogan's own voice is left out of every number here. Other people bring the name up 47 times in 31 episodes across the shows. 2 statements on the record name them. every mention, with the transcript →
Who brings them up most Shaan Puri 5Jordi Hays 2David Senra 2Molly O'Shea 1
Statements about John Coogan, by other people (2)
Senra: John Coogan is a generational media talent
“I thought John Coogan was a generational media talent, and I've, yeah, he's exceptional.”
Every mention by year
tap a year for its mentions
TBPN 39
My First Million 5
Sourcery 3
2026 36 mentions in 22 episodes 2 per episode
- Bezos' Prometheus Raises $12B, America Inc. Moves to Texas, Trucking Rebounds | Diet TBPN
- The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
- Astra Reactions, Jobs Print, Cybercab Launch | Diet TBPN
- Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- The Remarkable AGI Predictions of Daniel Gross
- AI's Napster era, Alex Honnold, ChatGPT Ads | Diet TBPN
- 14 more episodes that year, every mention in 2026 →
2025 7 mentions in 6 episodes 1 per episode
- Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea
- Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- Meta Poaches OpenAI Engineers
- How Nick Saban’s Side Hustle Might Make Him a Billionaire
- The Character AI Controversy (Role Play)
- The Crazy Story of Google’s 7 Angel investors
- every mention in 2025, scene by scene →
One line per show, most statements first. The link opens John's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| TBPNLEDGER | Co-Host, TBPNhost | 223 | 1,494 | 84% 614/733 | full record on TBPN → |
| SOURCERYLEDGER | Co-Host, TBPN | 1 | 25 | 70% 7/10 | full record on Sourcery → |
| MY FIRST MILLIONLEDGER | Co-Host, TBPN | 2 | 17 | 40% 2/5 | full record on My First Million → |
 STARTUP IDEASLEDGER | Co-Host, TBPN | 1 | 11 | 50% 1/2 | full record on the Startup Ideas Podcast → |
 SAASTRLEDGER | Co-Host, TBPN | 1 | 0 | — | full record on the Official SaaStr Podcast → |