Jordi Hays
Co-founder & Co-host, TBPN. On 3 shows, 213 appearances. The Shows tab opens the full record on each.
hostfounder@jordihays ↗LinkedIn ↗tbpn.com ↗
Jordi Hays is the co-creator and co-host of TBPN, a daily tech and business talk show co-hosted with John Coogan. Prior to TBPN, he co-founded the automated startup fundraising platform Capital, which was acquired by Rho in 2023.
3shows
213appearances
1,059statements
403resolved
317supported
39contradicted
79%fully supported
20said about them ↓ Everything Jordi Hays said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Hayes: Ramaswamy is unfit for office after taking Jeff Yass donations
“I truly believe that anybody that's taking donations. From a major ByteDance shareholder. And then going out and saying that they will That TikTok should only stay in the control of ByteDance, which we've now determined through this entire last hour is ultimat…”
Escaped OpenAI model hacked Hugging Face seeking benchmark test answers
“So the models found a zero day vulnerability, gained internet access and broke into hugging face because the model believed It hosted answers to the test.”
Hays: Ferrari Will Never Be Competitive in EVs
“It's basically proving that Ferrari, I don't think can ever, I don't think they'll ever be competitive in EVs.”
China blocks Meta's $2 billion acquisition of AI platform Manus
“China has blocked Meta's two billion dollar acquisition of artificial intelligence platform Manus after regulators reviewed whether the deal violated Beijing's investment rules.”
Hays: Data center moratorium would be catastrophic for AI progress
“The act has a long way to go, and it seems like the odds of it getting into law are low, but not zero. It's safe to say that as written, the requirements in the bill would be an incredible gift to America's adversaries and catastrophic for overall AI progress.”
Hays: Uber would be worth over $1T if Kalanick remained CEO
“His take, which I totally agree with is it's hard to, if Travis had stayed in the role, It's hard to imagine Uber being worth less than something like a trillion dollars today.”
Hays: Elon Musk's lunar mass driver keynote is an IPO pump
“But still, this seems like a, just kind of a blatant sci-fi pump going into the IPO.”
Hays: Anthropic Officially Designated as a Federal Supply Chain Risk
“This also coincided with Anthropic, I guess, officially being designated as a supply chain risk”
Block reduces its workforce by 40 percent, cutting 4,000 employees
“Square is cutting from 10,000 to 6000 employees, a 40% reduction.”
CEOs will slash headcount regardless of actual AI efficiency gains
“So again, it doesn't really matter whether or not a company is actually getting tremendous efficiency from AI. Every CEO is going to do this.”
Hays: Anthropic Battles Pentagon Over Surveillance and Lethal AI Uses
“It's also locked in a battle with the Defense Department over how its clawed suite are used after it told the Pentagon it couldn't be used for domestic surveillance or autonomous lethal activities.”
Hays: Terraform Administrator Accuses Jane Street of Insider Trading
“The court-appointed administrator of Do Kwan's Terraform Labs alleged that Jane Street used non-public information about Terraform insiders to trade the play-by-play.”
Hays: Anthropic's ad campaign plants false impression of ChatGPT ads
“It's brilliant, well-timed, and incredibly strategic for a few reasons I'll outline below, and it's designed to plant a false impression of Chad GPT's forthcoming ad product in the minds of hundreds of millions of Americans.”
Hays: Claude has lost the race to reach billions of users
“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, like it seems like the race to get to Three billion monthly actives is kind of over. I d…”
Hays: Jeffrey Epstein Invested in Coinbase at a $400M Valuation
“Looking back and seeing, seeing even, even after the original conviction, how many companies he was able to get in, he got into Coinbase at 400.”
Hays: SpaceX and xAI in merger talks ahead of planned IPO
“So, they're in discussions ahead of a blockbuster IPO planned for later this year. The combination would bring Musk's rockets, Starlink satellites, and X social media platform, and the Grok AI chatbot under one roof.”
Hayes: David Solomon Was Told to Shut Down Marcus or Resign
“DJ D Sol was told to shut down Marcus and Consumer, or get out of the job. So he cut all of Marcus except for savings.”
Hays: Steam has won the hardware war, obsoleting Xbox and Apple VR
“Steam has won. There's no reason to get an Xbox. There's no reason to get an Apple VR headset. They all run on Linux. It's the ultimate computer.”
Hays: OpenAI could swap ChatGPT's model for Claude and retain users
“OpenAI could swap out the underlying model,
And still accrue the vast majority of value.
So, hypothetically, you could have ChatGPT, chat.com, powered not by GPT-Five, but instead powered by Gemini or Claude, and still see positive user growth, monetization, b…”
Hims bends rules because GLP-1 cash outweighs risks, says Hays
“Yes, of course they're bending the rules around compounding and like, but they seem to be okay with that risk appetite because they're printing so much cash off of this that they're like, it's one of those situations where they're like, even if we get, you kno…”
Hays: Chinese E-Commerce Coordinates With TikTok to Manipulate US Consumers
“The Chinese companies coordinate to use TikTok as a channel to influence activity in the U S.”
Hays: Nvidia valuation is hard to justify as competitive moats crack
“So at the high level, Nvidia faces an unprecedented convergence of competitive threats that make its premium valuation increasingly difficult to justify at 20 x forward sales and 75% gross margins. The company's supposed moats and hardware software and efficie…”
Hays: Chinese labs have insiders at all major American AI labs
“Well, one thing, but I'm sure Chinese labs Have people inside at all the major American labs, and so anything that is being discovered at the American labs is being ported back.”
Hays: DeepSeek is China's Next Subsidized Tech Trojan Horse Like TikTok
“I'll go out on a limb to say this is China's next attempt at a DJI TikTok type. Product where, hey, let's basically sell this product in America for way less than it costs. Give it away for free. Try to get a bunch of important, you know, companies using it or…”
The other half of the tape: Jordi Hays's own voice is left out of every number here. Other people bring the name up 20 times in 15 episodes across the shows. every mention, with the transcript →
Who brings them up most John Coogan 6Logan Kilpatrick 1
Every mention by year
tap a year for its mentions
TBPN 20
2026 18 mentions in 13 episodes 1 per episode
- 🚀 SpaceX IPO Liftoff | Diet TBPN
- Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- IPO Giga Boom, World’s Fairs of the Past | Diet TBPN
- FULL BREAKDOWN: Apple’s 7 New Devices
- Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
- Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
- Bezos' Prometheus Raises $12B, America Inc. Moves to Texas, Trucking Rebounds | Diet TBPN
- Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
- 5 more episodes that year, every mention in 2026 →
2025 2 mentions in 2 episodes 1 per episode
One line per show, most statements first. The link opens Jordi'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-founder & Co-host, TBPNhost | 211 | 1,055 | 79% 316/402 | full record on TBPN → |
 MY FIRST MILLIONLEDGER | Co-founder & Co-host, TBPN | 1 | 3 | 100% 1/1 | full record on My First Million → |
 SAASTRLEDGER | Co-founder & Co-host, TBPN | 1 | 1 | — | full record on the Official SaaStr Podcast → |