Sean Frank
On 1 show, 1 appearance. The Shows tab opens the full record on each.
1shows
1appearances
13statements
2resolved
1supported
0contradicted
50%fully supported
44said about them ↓ Everything Sean Frank said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Frank: Apple launched iOS 14 privacy changes because Facebook refused revenue-sharing
“And that was the whole iOS, 14 breakdown, right? Is that Apple wanted to, they wanted revenue from Facebook in exchange for that data. And Facebook said, no, so they shut it down.”
Frank: Sub-$10M e-commerce brand shutdowns have surged since Trump's election
“What we're seeing right now is a wave of shutdowns in smaller sub ten million dollar brands, right? Like that's always been a trend, but it's really ramped up the past like three to probably the past three months since Trump got elected because they just can't…”
Sean Frank: Solo Brands will sell Chubbies and be taken private
“So, you know, they will sell chubbies that like when you break out the finances like that, that's They're looking for someone to buy that asset to pay down some of this debt, and then they're just to take private. It is just some, somebody will swoop in.”
Frank: Apple will make $40B from ad data exchange in two years
“They will get probably forty billion dollars in the next two years from just ad data exchange. I think that's tracking.”
Frank: Klarna or Affirm paid Ridge $50,000 for checkout integration
“All of those providers would pay you money to actually add it to the website. So I think it was either Klarna or a firm gave us 50,000 dollars to have it as an option on that.”
Sean Frank: Solo Stove is shrinking 25% year-over-year and losing ~$50M
“And then you have solo, which is a shrinking business, shrinking 25% year over year losing, you know, fifty million dollars or whatever.”
Sean Frank: Ridge has spent over $250M on Meta advertising
“I think I'm at, you know, over a quarter billion dollars in meta spend.”
Frank: Ridge US factory produces 20k units monthly against 50k sales
“Ridge has been working on our U S factory and our capacity for like two and a half years. And I can currently make 20,000 units a month. Okay. I sell. 50,000 units a month.”
Frank: Ridge is freezing hiring and distributions due to tariff uncertainty
“What that leads to is just me hoarding capital right now. Like I'm not going to do distributions. I'm not going to hire anybody.”
Sean Frank: Chubbies does roughly $100M in sales and is EBITDA-positive
“What you have is chubby does roughly a hundred million dollars in sales and is even a positive.”
Frank: Ridge Wallet is spending more on Meta now than in December
“Like last year meta did not work and we are giving so much of our money to the big blue beast. And we're spending more today than we spent in December, right?”
Sean Frank: Evan Spiegel is super involved in Snap's ad platform
“Dude, Evan Spiegel, super involved in the ad platform. I've had lunch and breakfast with him probably three or four different times. And he's just like, how can we get these ads to work? That's all he cares about.”
The other half of the tape: Sean Frank's own voice is left out of every number here. Other people bring the name up 44 times in 27 episodes across the shows. every mention, with the transcript →
Who brings them up most John Coogan 16Jordi Hays 15Jordy (Geordie) 2
Every mention by year
tap a year for its mentions
TBPN 44
2026 10 mentions in 8 episodes 1 per episode
- SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN
- Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN
- Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN
- How I Built and Sold SALT & STONE
- The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN
- Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
- every mention in 2026, scene by scene →
2025 19 mentions in 10 episodes 2 per episode
- What's Happening at SONOS (Total Disaster)
- The US GOVERNMENT Files (Time for the Truth)
- The BEST Super Bowl Commercial (Saquon Barkley)
- The Businesses Making $$$ off Disaster Relief
- Can This Man Save Los Angeles? (Rick Caruso)
- Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- We Went to DC to Interview Tech's Power Players
- 2 more episodes that year, every mention in 2025 →
2024 15 mentions in 9 episodes 2 per episode
- Billionaires XMAS list (ep21)
- Who's Getting Rich Off Ozempic? (e12)
- Inside JD Vance's Portfolio (ep8)
- Year of Tech in Review (ep25)
- How we became the fastest growing podcast (ep20)
- Taylor Lorenz Trades Teams (ep16)
- Low T levels at Y-Combinator (ep9)
- Trump's Secret Career (ep7)
- 1 more episode that year, every mention in 2024 →
One line per show, most statements first. The link opens Sean's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| TBPNLEDGER | 1 | 13 | 50% 1/2 | full record on TBPN → |