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Coinbase

includes Coinbase App, Coinbase Earn, Coinbase Lend, Coinbase Tokenized, Coinbase Business, Coinbase Card, Coinbase Custody, Coinbase Developer Platform, Coinbase One

59 statements across 29 episodes · 32 bullish · 15 bearish · 12 people on the record · first statement Oct 3, 2020 by David Friedberg · said 245 times in 76 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (118), Chamath Palihapitiya (44), David Sacks (25), Brian Armstrong (18), David Friedberg (11), Balaji Srinivasan (7), Jeremy Allaire (3), Changpeng Zhao (CZ) (3)

tap a year for its mentions
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010202020202120222023202420252026episodes it came up in
002.5105202020202120222023202420252026episodesmentions per episode
2026 38 mentions in 9 episodes 4 per episode
2025 26 mentions in 17 episodes 2 per episode
2024 12 mentions in 7 episodes 2 per episode
2023 43 mentions in 12 episodes 4 per episode
2022 53 mentions in 14 episodes 4 per episode
2021 61 mentions in 14 episodes 4 per episode
2020 12 mentions in 3 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Coinbase, oldest first

Oct 3, 2020 positive
Prediction Not checkable as stated
Friedberg: Coinbase policy will successfully filter for culturally aligned talent
“I think he'll do exactly what he's hoping to do, which is to get people to leave and to attract other people that better fit with that cultural model.”
David Friedberg Oct 3, 2020 ▶ 54:19 E9: Trump has COVID, First debate reactions, Coinbase letter response & more
Oct 3, 2020
Insight
Sacks: Company value stems from products, not CEO political platitudes
“The societal value of a company doesn't come from whatever platitudes or political statements its CEO makes, but rather from the quality of its products and the impact of its products.”
David Sacks Oct 3, 2020 ▶ 51:30 E9: Trump has COVID, First debate reactions, Coinbase letter response & more
Oct 3, 2020 negative
Opinion
Chamath: Brian Armstrong's Coinbase memo showed naivety and stupidity
“I think that he showed a lot of naivety and frankly, like you know, a little bit of stupidity, really. It was really poorly written and that's why it's been so misunderstood and misconstrued.”
Chamath Palihapitiya Oct 3, 2020 ▶ 41:24 E9: Trump has COVID, First debate reactions, Coinbase letter response & more
Nov 11, 2020 neutral
Assertion Supported
Sacks: Only 5% of Coinbase employees took Armstrong's exit offer
“Only five percent of Coinbase's employees took Armstrong up on that offer to leave.”
David Sacks Nov 11, 2020 ▶ 49:51 E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
Nov 11, 2020 negative
Opinion
Chamath: Brian Armstrong's post on political activism was pathetically poorly written
“The whole Brian Armstrong thing, again, just to say, one of the most pathetically poorly written, you know, pieces of English prose I've ever fucking seen, you know.”
Chamath Palihapitiya Nov 11, 2020 ▶ 48:05 E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
Dec 4, 2020 positive
Opinion
Chamath: Coinbase CEO Brian Armstrong was right to create an apolitical workplace
“I'll say this about Brian Armstrong. I have a lot of respect for him for making a stand. I think every CEO has that, right? And I'm glad that at the end of the day, the employees at Coinbase were given A humane way of making a decision to be on the same page w…”
Chamath Palihapitiya Dec 4, 2020 ▶ 1:28:15 E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
Dec 4, 2020 positive
Opinion
Sacks: Coinbase's preemptive blog post successfully neutralized The New York Times
“It was a really brilliant PR tactic by Coinbase because what it did is it almost like released a spike protein, you know, by sort of a pre-announcing New York Times story, it created this spike protein that trained the immune system of Silicon Valley to be rea…”
David Sacks Dec 4, 2020 ▶ 1:29:43 E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
Apr 17, 2021 positive
Assertion Supported
Sacks: Coinbase reached $85B valuation despite political ban and NYT refusal
“Apparently, Coinbase's ban on politics in the workplace and their refusal to submit to New York Times interviews did not prevent them from creating an eighty-five billion dollar company.”
David Sacks Apr 17, 2021 ▶ 11:14 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
Apr 17, 2021 positive
Assertion Contradicted
Sacks: Andreessen Horowitz generated about $20B in returns on Coinbase
“Andresa, but Andresa made like twenty billion of returns, of which, you know, they're probably getting 25, 30%. So they made the most money.”
David Sacks Apr 17, 2021 ▶ 23:51 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
May 31, 2021 bullish
Opinion
Chamath: Brian Armstrong's Coinbase memo is among the most important CEO writings
“I think there have been a couple of CEO memos in the last two months that I think honestly should be in the Hall of Fame in the Smithsonian. One is the Toby Lutke memo that the internal email he wrote, and the second one is this one that Brian wrote, because I…”
Chamath Palihapitiya May 31, 2021 ▶ 33:32 E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
May 31, 2021 positive
Prediction Not checkable as stated
Chamath: Reputation management will get easier as media disintermediation accelerates
“So in many, in some ways, I'm actually pretty optimistic that that reputation management and truth will be easier to do in the future when this intermediary layer doesn't exist, but it'll take. Many other companies to do what Coinbase is doing and recent us in…”
Chamath Palihapitiya May 31, 2021 ▶ 38:49 E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
Jun 25, 2021 positive
Prediction Not checkable as stated
Calacanis: Cancel culture is ending and the Overton window will expand
“I think the pirates are assembling themselves, whether it's Coinbase saying we're not going to have politics at work or Antonio, and the end of cancel culture, the end of taking the hysterical left or the historic or the trolling right seriously, I feel like t…”
Jason Calacanis Jun 25, 2021 ▶ 1:14:56 E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
Sep 25, 2021 bullish
Assertion Partly supported
Balaji: Assets added during his tenure drive >50% of Coinbase revenue
“And the other assets that we added after I joined Coinbase are more than 50% of Coinbase's revenue, again, in their filings.”
Balaji Srinivasan Sep 25, 2021 ▶ 8:41 Balaji Srinivasan: role of decentralization, China/US breakdown & more
Sep 25, 2021 positive
Assertion Supported
Balaji: Coinbase Earn is on track for $100M in revenue
“Coinbase Earn is on track for a hundred million revenue.”
Balaji Srinivasan Sep 25, 2021 ▶ 8:29 Balaji Srinivasan: role of decentralization, China/US breakdown & more
Oct 2, 2021 positive
Assertion Supported
Sacks: Only 5% of Coinbase employees took severance over apolitical policy
“Well, only five percent took the policy.”
David Sacks Oct 2, 2021 ▶ 7:55 E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
Dec 23, 2021 positive
Assertion Supported
Sacks: Only 5% of Coinbase staff took severance over political ban
“They gave a generous severance package to anyone who didn't go along with it. It was only five percent took it.”
David Sacks Dec 23, 2021 ▶ 51:04 E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
Feb 12, 2022 positive
Opinion
Chamath: Coinbase banning workplace political activism was a profound cultural milestone
“The substance of what Brian Armstrong did was incredibly profound, one of the most important things that actually happened in the last few years in Silicon Valley culture.”
Chamath Palihapitiya Feb 12, 2022 ▶ 29:36 E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
Apr 23, 2022 neutral
Disclosure
Armstrong: Coinbase eliminated open-mic Q&A sessions at company town halls
“So we got rid of the open mics.”
Brian Armstrong Apr 23, 2022 ▶ 11:30 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
Apr 23, 2022 neutral
Disclosure
Armstrong: Coinbase limits posting in large Slack channels to VPs and above
“Some of the things I mean, we've been trying is, for instance, if we get any kind of a slack room that has, say, more than 500 or a thousand people, we'll often try to limit it. So only, you know, you can, you have to be a VP or level nine and above can only p…”
Brian Armstrong Apr 23, 2022 ▶ 15:00 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
Apr 23, 2022 neutral
Assertion Supported
Armstrong: 5% of Coinbase employees took exit packages during culture transition
“About five percent of the company opted into the exit package package.”
Brian Armstrong Apr 23, 2022 ▶ 5:40 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
Apr 23, 2022 neutral
Prediction Not checkable as stated
Sacks: Every company must eventually choose between Coinbase or Disney model
“I think every company eventually is going to have to either be Coinbase or be Apple. You're going to have to be Coinbase or be Disney.”
David Sacks Apr 23, 2022 ▶ 18:25 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
May 13, 2022 bullish
Assertion Partly supported
Calacanis: Coinbase holds $6 billion in cash against a $12 billion market cap
“Coinbase, six billion cash, twelve billion dollar market cap.”
Jason Calacanis May 13, 2022 ▶ 58:23 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Nov 5, 2022 bearish
Opinion
Chamath: Carvana is a bankruptcy risk, but Coinbase has a fortified balance sheet
“Now, one is probably, you know, a legitimate bankruptcy risk, which is Carvana. That's what the market would think. Whereas the other one, you know, I think it has a very fortified balance sheet and could weather the storm Coinbase.”
Chamath Palihapitiya Nov 5, 2022 ▶ 26:09 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
Nov 12, 2022 positive
Assertion Supported
Armstrong: Coinbase customer funds are segregated and backed 1-to-1
“We're a public company. We're regulated. Our financial statements are audited. They can show that, you know, customer funds are segregated. They're backed one to one. We're not investing customer assets without their explicit direction.”
Brian Armstrong Nov 12, 2022 ▶ 22:21 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Nov 12, 2022 positive
Assertion Supported
Armstrong: Coinbase had no material exposure to FTX, Alameda, or FTT
“And I again, just for the sake of clarity, I should say that Coinbase did not have any material exposure to Alameda FTX or FTT token.”
Brian Armstrong Nov 12, 2022 ▶ 29:20 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Mar 3, 2023 negative
Assertion Supported
Gerstner: Coinbase reported stock-based compensation equal to 70% of revenue
“Coinbase, I think just reported SBC, which Hold your hat, Saks, was 70% of revenue. Not 70% of their earnings. 70% of their revenue.”
Brad Gerstner Mar 3, 2023 ▶ 1:08:34 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Apr 21, 2023 positive
Opinion
Sacks: Coinbase is the gold standard of corporate compliance
“Coinbase was the gold standard in terms of doing everything right.”
David Sacks Apr 21, 2023 ▶ 1:22:42 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
Jun 10, 2023 bearish
Prediction Open · timeframe Jun 2026
Calacanis: Coinbase CEO Brian Armstrong will move the company offshore
“So we don't have Brian Armstrong move his company to the Middle East or, ah, you know, an island in the Caribbean, which is what he's going to do, I predict.”
Jason Calacanis Jun 10, 2023 ▶ 14:35 E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
Jul 14, 2023 bearish
Insight
Chamath: SEC loss in Ripple case handcuffs actions against crypto exchanges
“Yeah, and it really handcuffs the SEC. What are they going to do about Coinbase and every other exchange? I mean, if they're not selling securities, I think Coinbase and everybody else has always maintained they're selling tokens. This was the fulcrum argument…”
Chamath Palihapitiya Jul 14, 2023 ▶ 32:25 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Sep 21, 2023 neutral
Disclosure
Armstrong: Coinbase allocates 5% of resources to legal issues, 95% to products
“Five percent of our resources is gonna go deal with that and make sure that's not an issue. 95% of us are here to build products.”
Brian Armstrong Sep 21, 2023 ▶ 20:52 All-In Summit: In conversation with Brian Armstrong
Sep 21, 2023 positive
Disclosure
Armstrong: Coinbase is not leaving the United States
“Well, we're not leaving America, that's for sure.”
Brian Armstrong Sep 21, 2023 ▶ 2:24 All-In Summit: In conversation with Brian Armstrong
Sep 21, 2023 positive
Assertion Not checkable as stated
Armstrong: About half of active Coinbase users engage in non-trading activities
“Now about half our active customers do something other than trading, and it runs the gamut, you know, they're spending crypto with Coinbase card, they're earning staking rewards they're starting to engage in some of these dApps and doing payments with stableco…”
Brian Armstrong Sep 21, 2023 ▶ 21:35 All-In Summit: In conversation with Brian Armstrong
Sep 21, 2023 negative
Disclosure
Armstrong: Coinbase's launch in India was shut down after three days
“I've, we launched, and it got shut down three days later, and we're gonna try to relaunch it again, so we need to get it there in emerging markets, too.”
Brian Armstrong Sep 21, 2023 ▶ 23:14 All-In Summit: In conversation with Brian Armstrong
Sep 21, 2023 bullish
Prediction Not checkable as stated
Armstrong: Sub-cent, sub-second crypto transactions will trigger explosion of new use cases
“I, the metric I've been tracking internally, and I kind of push our team on, is we need every transaction to get under one cent in 1:02. If that, that feels like a threshold where we'd see an explosion of new use cases.”
Brian Armstrong Sep 21, 2023 ▶ 15:17 All-In Summit: In conversation with Brian Armstrong
Sep 21, 2023 bullish
Assertion Supported
Brian Armstrong: Coinbase has reached over 100 million global signups
“Yeah, I mean, we've had over a hundred million people sign up globally.”
Brian Armstrong Sep 21, 2023 ▶ 21:19 All-In Summit: In conversation with Brian Armstrong
Sep 21, 2023 negative
Disclosure
Armstrong: SEC settlement offer required delisting all cryptocurrencies except Bitcoin
“The settlement option on the table was to essentially delist everything other than Bitcoin, and so that would have been the end of the industry in the US.”
Brian Armstrong Sep 21, 2023 ▶ 10:46 All-In Summit: In conversation with Brian Armstrong
Sep 22, 2023 bearish
Prediction Not checkable as stated
Palihapitiya: Future direct listings will top tick on day one and drop
“I think that the Slack and Coinbase particularly will be the example going forward. You'll top tick day one, and then the thing will spear down, find a bottom”
Chamath Palihapitiya Sep 22, 2023 ▶ 40:17 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023
Assertion Supported
Chamath: VCs distributed Coinbase stock to LPs right before direct listing
“Going into the Coinbase IPO, what all the venture investors did was distributed literally the day before and the day of the direct listing. So that you would get delivered your stock at the highest price so that you could sell.”
Chamath Palihapitiya Sep 22, 2023 ▶ 37:56 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Jul 10, 2024 positive
Assertion Partly supported
Haidt: Brian Armstrong and Coinbase were first to enforce workplace mission focus
“Major, major kudos to Coinbase. They were the first one, Armstrong, he was the first one to really put that out there.”
Jonathan Haidt Jul 10, 2024 ▶ 1:11:44 Jonathan Haidt: How to Help the Anxious Generation | The All-In Interview
Dec 7, 2024 negative
Assertion Partly supported
Lonsdale: Coinbase and Winklevosses refuse to hire Gensler's SEC staff
“They won't even hire anyone who worked with Gary on any of this stuff they were doing.”
Joe Lonsdale Dec 7, 2024 ▶ 21:17 New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
Jun 21, 2025 bearish
Disclosure
Chamath: I sold my Coinbase shares on day one at $335
“I sold that on day one at 335 bucks a share.”
Chamath Palihapitiya Jun 21, 2025 ▶ 1:24:25 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Oct 6, 2025 negative
Disclosure
Chamath sold his Coinbase holdings on day one of its direct listing
“When I had the Coinbase thing, I sold it the first day”
Chamath Palihapitiya Oct 6, 2025 ▶ 6:26 The Next Bubble Is Already Here - Chamath Palihapitiya
Jan 10, 2026 bullish
Prediction Not checkable as stated
Calacanis: Retail gambling and prediction market platforms will be 2026's top asset
“My pick for best performing asset will be the Robinhood Polymarket prize picks, gambling, wagering space because people will be able to have a little cash around to make some bets. You could buy Coinbase in there too, I guess.”
Jason Calacanis Jan 10, 2026 ▶ 1:06:31 All-In's 2026 Predictions
Jan 23, 2026 bullish
Assertion Not checkable as stated
Armstrong: Five of top 20 global banks use Coinbase infrastructure
“Five of the top 20 global banks are now using Coinbase to build their crypto infrastructure into their products.”
Brian Armstrong Jan 23, 2026 ▶ 1:20 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 positive
Disclosure
Armstrong: Coinbase deployed internal AI agents connected to all company data
“One of the big pushes we made in the last year was we got our own internal hosted AI model that was connected to all of our data sources, right? So it's like every Slack message, every Google doc, every Salesforce data confluence, you know, so now this is all …”
Brian Armstrong Jan 23, 2026 ▶ 36:30 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 neutral
Disclosure
Armstrong: Coinbase does not have an exclusivity deal with Circle
“We don't have like an exclusive with circle or anything like that. We actually list other stable coins on our platform.”
Brian Armstrong Jan 23, 2026 ▶ 11:15 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 bullish
Prediction Not checkable as stated
Armstrong: On-chain capital formation will be massive for private companies
“But anyway, I think on-chain capital formation is going to be massive for private companies.”
Brian Armstrong Jan 23, 2026 ▶ 19:04 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 negative
Assertion Supported
Armstrong: Four billion adults globally are unbrokered without investment access
“There's actually four billion adults who are unbrokered as well, which means they don't have any ability to invest in these high quality assets.”
Brian Armstrong Jan 23, 2026 ▶ 22:21 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 positive
Disclosure
Coinbase passes ~100% of stablecoin yield economics to active rewards users
“So when customers do that, we actually pass along about a hundred percent of the economics to them for holding those stable coins with us.”
Brian Armstrong Jan 23, 2026 ▶ 8:49 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 neutral
Disclosure
Armstrong: Coinbase lists any legal crypto asset meeting minimum cybersecurity standards
“So what we try to do is have minimum listing standards. So if we believe that there's a cybersecurity risk to it the developer could, you know, rug everyone, or if it's certainly, it's illegal from a compliance point of view, you know, there's a few different …”
Brian Armstrong Jan 23, 2026 ▶ 13:25 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 bullish
Prediction Not checkable as stated
Armstrong: All assets are coming on-chain for trading
“So anyway, we're long, I think that, yeah, the biggest trends are all assets are coming on chain for trading. Prediction markets are growing like crazy, and stablecoin payments are growing like crazy. Those are the, probably the three biggest trends in crypto …”
Brian Armstrong Jan 23, 2026 ▶ 15:44 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 bullish
Prediction Not checkable as stated
Armstrong: Companies will eventually go public entirely on-chain
“I think eventually, like, you'll actually just be able to go public totally on-chain too.”
Brian Armstrong Jan 23, 2026 ▶ 19:09 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 negative
Disclosure
Armstrong: Undoing the GENIUS Act is a red line for Coinbase
“I think there's the bank trade groups, which I believe are trying to undo the genius act. Got it. It just got passed into law four months ago. And for us, that's a red line.”
Brian Armstrong Jan 23, 2026 ▶ 10:03 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 negative
Disclosure
Armstrong: Coinbase attempted user crypto ratings, but abandoned them due to user bias
“We tried making user ratings at one point. It didn't go that well because people were basically voting with their, whatever they liked, you know.”
Brian Armstrong Jan 23, 2026 ▶ 14:25 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 positive
Disclosure
Armstrong: Coinbase integrated an AI agent to teach users financial strategies
“We've integrated one into Coinbase app. It can kind of teach people about dollar cost averaging and, you know, tax loss harvesting.”
Brian Armstrong Jan 23, 2026 ▶ 23:34 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 positive
Disclosure
Armstrong: Coinbase launched Coinbase Tokenized for funds and real estate
“Coinbase launched a product actually called Coinbase tokenized. So we're helping any fund or real estate project or anybody who wants to tokenize their products”
Brian Armstrong Jan 23, 2026 ▶ 21:16 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Feb 10, 2026 neutral
Assertion Supported
CZ: Blockchain.info was larger than Coinbase with 2M wallets in 2013-2014
“At the time, Blockchain was the largest user platform in the industry, right? So they had about two million wallets more than Coinbase at the time.”
Changpeng Zhao (CZ) Feb 10, 2026 ▶ 34:35 Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
Apr 6, 2026 neutral
Insight
Stephens: Missing single category winners usually leads to net investment losses
“If you're a space tech investor and you didn't invest in SpaceX, you probably lost money. If you're a crypto infrastructure investor and you didn't invest in Coinbase, Probably lost money. If you're a social media investor and you didn't invest in Facebook, yo…”
Trey Stevens Apr 6, 2026 ▶ 19:06 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Jun 9, 2026 positive
Disclosure
Bill Maris: All six Section 32 funds are performing in top decile
“And over the course of my time at Section one 32, we've had six funds. We've invested in companies like CrowdStrike and Cohere and Coinbase and all six of those funds have averaged about four hundred million in size, and all are performing in their top decile,…”
Bill Maris Jun 9, 2026 ▶ 9:24 Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
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