General Motors

also referred to as: gm

6 statements across 6 episodes · 0 bullish · 4 bearish · 4 people on the record · first statement Jan 29, 2022 by David Friedberg · said 57 times in 24 episodes since 2020 · across every show →

Mentions by year

brought up most by David Sacks (16), Chamath Palihapitiya (13), Jason Calacanis (8), David Friedberg (6), Elon Musk (4), James Litinsky (3), Vinod Khosla (2), Andrew Ross Sorkin (2)

mentionsepisodesper episode tap a year for its mentions

2026 3 mentions in 3 episodes 1 per episode

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback Aug 13, 2026 · 1 mention · from 59:11
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 Jan 25, 2026 · 1 mention · from 1:15:25
Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers Jan 22, 2026 · 1 mention · from 18:08
every mention in 2026, scene by scene →

2025 10 mentions in 5 episodes 2 per episode

Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis Oct 18, 2025 · 4 mentions · from 28:13
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned Oct 16, 2025 · 2 mentions · from 4:17
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller Jul 23, 2025 · 2 mentions · from 3:07
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein Apr 11, 2025 · 1 mention · from 1:43:03
Howard Lutnick | All-In DC Mar 20, 2025 · 1 mention · from 59:14
every mention in 2025, scene by scene →

2024 10 mentions in 2 episodes 5 per episode

E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack Feb 2, 2024 · 9 mentions · from 49:18
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive Aug 16, 2024 · 1 mention · from 26:50
every mention in 2024, scene by scene →

2023 15 mentions in 5 episodes 3 per episode

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more Oct 7, 2023 · 10 mentions · from 1:02:57
All-In Summit: In conversation with Vinod Khosla Sep 26, 2023 · 2 mentions · from 11:28
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more Oct 27, 2023 · 1 mention · from 1:11:19
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more Sep 22, 2023 · 1 mention · from 1:26:40
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more Jun 24, 2023 · 1 mention · from 1:18:22
every mention in 2023, scene by scene →

2022 16 mentions in 7 episodes 2 per episode

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence May 31, 2022 · 6 mentions · from 0:27
Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more May 16, 2022 · 4 mentions · from 15:05
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen Feb 5, 2022 · 2 mentions · from 15:11
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more Jul 29, 2022 · 1 mention · from 45:52
#AIS: Bestie AMA with Valor's Antonio Gracias Jun 7, 2022 · 1 mention · from 46:26
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more Jan 29, 2022 · 1 mention · from 51:31
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more Jan 22, 2022 · 1 mention · from 39:52
every mention in 2022, scene by scene →

2021 1 mention in 1 episode

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move Dec 17, 2021 · 1 mention · from 35:58
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2020 2 mentions in 1 episode

E1: US Response to COVID-19 & Impact on Startups, VC & Public Markets with David Friedberg Mar 19, 2020 · 2 mentions · from 4:31
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about General Motors, oldest first

Jan 29, 2022 negative

Assertion Contradicted

Friedberg: GM delivered zero electric vehicles last quarter due to chip shortages

“You guys saw that GM didn't deliver a single friggin electric vehicle last quarter, because they couldn't actually get the chips that they needed to make cars.”

David Friedberg Jan 29, 2022 ▶ 51:31 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

Oct 7, 2023 bearish

Opinion

Chamath: GM and Cruise lack a data path for credible autonomy

“So the thing that GM and crews don't have, in my opinion, Is a path to acquire enough data to be credible.”

Chamath Palihapitiya Oct 7, 2023 ▶ 1:05:33 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

Oct 27, 2023 negative

Opinion

Sacks: Cruise and GM lack the technological sophistication for autonomous vehicles

“I didn't think Cruise was sophisticated enough, or really GM, who's their backer, was sophisticated enough technologically to get this right. And I still maintain that.”

David Sacks Oct 27, 2023 ▶ 1:11:19 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

Feb 2, 2024 negative

Assertion Partly supported

Sacks: Mary Barra made $200M over five flat stock years at GM

“She was paid one hundred and sixty seven million dollars for Four years. So while Elon got zero, thanks to the judge's decision, Mary Barra, basically, if you add in probably the fifth year, let's call it roughly two hundred million dollars of compensation ove…”

David Sacks Feb 2, 2024 ▶ 1:01:13 E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

Oct 16, 2025

Assertion Supported

Sorkin: General Motors introduced consumer car financing in 1919

“In 1919, General Motors says, you know what, we're gonna start lending people money so that you can buy a car.”

Andrew Ross Sorkin Oct 16, 2025 ▶ 4:17 1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned

Oct 18, 2025

Disclosure

Chamath: Portfolio company secured a General Motors take-or-pay supply agreement

“MP has a deal with General Motors, one of my businesses that makes LFP cathode, same deal with GM.”

Chamath Palihapitiya Oct 18, 2025 ▶ 28:10 Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

General Motors

Mentions by year

Everything said about General Motors, oldest first

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