The Production Board
4 statements across 3 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 19, 2022 by David Friedberg · said 43 times in 20 episodes since 2020 · across every show →
Mentions by year
brought up most by David Friedberg (23), Jason Calacanis (17), Chamath Palihapitiya (2), David Sacks (1)
tap a year for its mentions
2025 4 mentions in 2 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 3 mentions in 3 episodes 1 per episode
2022 9 mentions in 6 episodes 2 per episode
- E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
- E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
- E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- every mention in 2022, scene by scene →
2021 21 mentions in 5 episodes 4 per episode
- E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
- E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
- every mention in 2021, scene by scene →
Everything said about The Production Board, oldest first
Nov 19, 2022 negative
Friedberg: Half of recent IPOs trade at 0.2x total capital burned
“627 IPOs since 2020. More than half of them are basically half of them are trading at less at .2 times the total cash they've burned. So there, you know, you can kind of look at total lifetime capital burned by these companies in the retained earnings line on …”
Dec 8, 2023
Nov 22, 2025 neutral
Nov 22, 2025 neutral
Friedberg: The Production Board halts new investing to pivot entirely to Ohalo
“I'm not doing any new investing. Actually, a lot of folks moved into Ohalo or moved out to stop doing new investing, and then slowly we're kind of, as we have a liquidity event, we'll do a distribution, but the goal is for TPB To end up being a holding company…”