Goldman Sachs

6 statements across 6 episodes · 1 bullish · 2 bearish · 5 people on the record · first statement Sep 10, 2022 by David Sacks · said 91 times in 55 episodes since 2020 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (36), Jason Calacanis (19), Brad Gerstner (14), David Sacks (6), David Friedberg (4), Patrick Collison (2), Dan Loeb (2), Thomas Laffont (1)

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05102020202120222023202420252026episodes it came up in
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2026 24 mentions in 9 episodes 3 per episode
2025 15 mentions in 10 episodes 2 per episode
2024 6 mentions in 4 episodes 2 per episode
2023 12 mentions in 9 episodes 1 per episode
2022 15 mentions in 10 episodes 2 per episode
2021 14 mentions in 8 episodes 2 per episode
2020 5 mentions in 5 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Goldman Sachs, oldest first

Sep 10, 2022
Assertion Supported
Sacks: European natural gas prices hit 10 times the ten-year average
“The price of natural gas in Europe It used to just be 20 euros per megawatt hour. It's now above 200 per megawatt hour. So we're at 10 times the ten-year average in the market, and winter isn't even here.”
David Sacks Sep 10, 2022 ▶ 26:44 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Feb 24, 2023
Assertion Partly supported
Calacanis: Stripe seeking $2.3B by Q1 2023 at $55B valuation
“According to a leaked pitch deck Stripe implied they needed 2.3 billion in capital by the end of Q on 2023. They're working with Goldman Sachs to raise a few billion at a fifty five billion dollar valuation. That's down 42% from the peak of ninety five billion…”
Jason Calacanis Feb 24, 2023 ▶ 2:57 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Mar 8, 2025 negative
Assertion Contradicted
Palihapitiya: Goldman Sachs CEOs historically had direct pipeline to Treasury Secretary
“Goldman Sachs had a direct line to become treasury secretary. If you were the CEO of Goldman, you were the treasury secretary.”
Chamath Palihapitiya Mar 8, 2025 ▶ 40:11 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 13, 2026 bearish
Assertion Supported
Gerstner: Goldman Sachs raised PCE forecast to 2.9% and cut GDP
“Goldman Sachs is out today with some analysis where they updated kind of the economic knock-on effects, right? So they raised their PCE Inflation forecast from 2.1 to 2.9, right, for the year. So that's a huge jump, right, in terms of their expected, you know,…”
Brad Gerstner Mar 13, 2026 ▶ 6:27 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Jul 21, 2026
Assertion Partly supported
Cuban commissioned Goldman Sachs index to short-hedge his Yahoo stock
“I had Goldman Sachs create an index of internet stocks that I thought sucked. And then I shorted that index because we, and we had to follow all the laws and I just had to have that short in place until I was able to do a real caller in the market on my Yahoo …”
Mark Cuban Jul 21, 2026 ▶ 7:26 Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Aug 13, 2026 bullish
Assertion Supported
Calacanis: Nvidia partnering with Goldman and BlackRock for $500B financing
“NVIDIA is partnering with Goldman, BlackRock, and others to raise five hundred billion in AI compute.”
Jason Calacanis Aug 13, 2026 ▶ 58:18 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
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