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Nike

5 statements across 3 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Feb 6, 2021 by Chamath Palihapitiya · said 41 times in 16 episodes since 2021 · across every show →

Mentions by year

brought up most by Jason Calacanis (27), Chamath Palihapitiya (8), David Sacks (2), Ingo Uytdehaage (1), Dave Portnoy (1), Brad Gerstner (1), Andrew Ross Sorkin (1)

tap a year for its mentions
00153305202120222023202420252026episodesmentions
035202120222023202420252026episodes it came up in
0052.5105202120222023202420252026episodesmentions per episode
2026 27 mentions in 3 episodes 9 per episode
2025 4 mentions in 3 episodes 1 per episode
2024 5 mentions in 5 episodes 1 per episode
2022 3 mentions in 3 episodes 1 per episode
2021 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Nike, oldest first

Feb 6, 2021 positive
Assertion Supported
Chamath: Cristiano Ronaldo generated $474M for Nike in one year via social media
“Ronaldo signed a one billion dollar lifetime contract, right? I think this is like two, three years insane. But then it turned out that in one year, He generated four hundred and seventy four million dollars of value for Nike just through social media because …”
Chamath Palihapitiya Feb 6, 2021 ▶ 43:00 E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green
Sep 17, 2024 bullish
Opinion
Portnoy: Nike's Caitlin Clark deal is biggest steal in sports marketing history
“I said when Nike did the deal with her, I thought it was the most, the biggest steal, like, in the history of sports marketing.”
Dave Portnoy Sep 17, 2024 ▶ 54:20 Dave Portnoy: How He Bought Back Barstool for $1 | The All-In Interview
Sep 12, 2026 neutral
Assertion Partly supported
Calacanis notes Palo Alto Networks replaced Nike in the S&P 100
“They had been in the stock index, Saks, for 18 straight years, being replaced by, hey, shout out to our friend Nikesh, Palo Alto Network.”
Jason Calacanis Sep 12, 2026 ▶ 1:20:05 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
Sep 12, 2026 negative
Opinion
Sacks: Colin Kaepernick ad marked the beginning of Nike's downfall
“I think that if you were to pinpoint the beginning of the downfall, that was it.”
David Sacks Sep 12, 2026 ▶ 1:29:10 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
Sep 12, 2026 bullish
Prediction Not checkable as stated
Palihapitiya: Nike will recover if it refocuses on athletic excellence
“If they find mastery and excellence as their north star again, I think they'll be fine because I think it's a coiled spring in terms of its potential.”
Chamath Palihapitiya Sep 12, 2026 ▶ 1:30:42 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
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