Carta

4 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jan 13, 2024 by David Sacks · said 22 times in 8 episodes since 2021 · across every show →

Mentions by year

brought up most by Jason Calacanis (9), David Sacks (8), David Friedberg (3), Chamath Palihapitiya (2)

mentionsepisodesper episode tap a year for its mentions

2025 3 mentions in 2 episodes 2 per episode

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken? Aug 15, 2025 · 2 mentions · from 1:12:28
Every Investor Needs To Understand This Concept - David Friedberg Aug 27, 2025 · 1 mention · from 1:16
every mention in 2025, scene by scene →

2024 10 mentions in 2 episodes 5 per episode

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI Jan 13, 2024 · 9 mentions · from 29:47
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala Sep 20, 2024 · 1 mention · from 48:03
every mention in 2024, scene by scene →

2023 8 mentions in 3 episodes 3 per episode

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more Oct 27, 2023 · 3 mentions · from 46:48
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner Aug 11, 2023 · 3 mentions · from 22:28
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update Dec 8, 2023 · 2 mentions · from 35:14
every mention in 2023, scene by scene →

2021 1 mention in 1 episode

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government Nov 20, 2021 · 1 mention · from 25:03
every mention in 2021, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Carta, oldest first

Jan 13, 2024 neutral

Assertion Supported

Sacks reveals Carta SaaS generated $250 million while brokerage made $3 million

“The SAS business is doing something like two hundred fifty million a year of revenue and the broker business was only doing a few million. Yeah. Three million.”

David Sacks Jan 13, 2024 ▶ 1:00:29 E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

Jan 13, 2024 neutral

Disclosure

Palihapitiya reveals he sold all his Carta equity in a secondary deal

“Now in full disclosure, I was a Carta investor. I sold all my equity in a secondary transaction, actually.”

Chamath Palihapitiya Jan 13, 2024 ▶ 39:10 E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

Sep 20, 2024 bearish

Assertion Supported

Calacanis: Over 40% of 2018 VC funds have made no distributions

“Over 40% of 20 18 vintage funds have not made a single distribution yet”

Jason Calacanis Sep 20, 2024 ▶ 48:11 Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

Aug 27, 2025 negative

Assertion Supported

Chamath: Reported venture capital IRRs are 'bullshit' unrealized paper markups

“They're not. These are all markups. Paper markups. These are not distributed. These are all bullshit numbers.”

Chamath Palihapitiya Aug 27, 2025 ▶ 1:39 Every Investor Needs To Understand This Concept - David Friedberg

Carta

Mentions by year

Everything said about Carta, oldest first

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