S&P 500, every mention
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every year anyone Chamath Palihapitiya 86Jason Calacanis 41David Friedberg 27David Sacks 18Brad Gerstner 14Thomas Laffont 4Adena Hefets 3Philippe Laffont 2Bill Ackman 2Ben Shapiro 2
Verbatim, from the transcripts: the passages where S&P 500 comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 1:33:35 Chamath Palihapitiya He found a way to get kicked out of not just the S&P 100, but also the 500.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 10:11 Jason Calacanis Heading into earnings, NVIDIA was only up 12% year to date on par with the S&P 500, but they were lagging the broader chip index.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 3:30 Jason Calacanis The Kospi, that's South Korea's version of the S&P 500, is down over 40% in the last 40 days between last Friday and Wednesday.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:11:46 Chamath Palihapitiya So even if they did half the number, they'd still be overachieving the S&P.
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 1:25 Mark Cuban It used to be that product managers for brokerages had to outperform their numbers, right, for, you know, the SPX or whatever, but now you got to outperform to keep the money coming in.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 14:56 Chamath Palihapitiya What is the lift of the S and P 500 earnings per share growth since 2024 from AI? 2 times in the scene
- ▶ 1:05:52 Chamath Palihapitiya And that's invested in the S and P 500. 3 times in the scene
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
- ▶ 16:35 Bill Maris So, so your four, you know, those four one K's, those retirement plans to get into those companies now, which are getting bizarre exceptions to S and P 500 rules.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 26:37 Thomas Laffont And they traded the lowest multiple of earnings of the S&P, 500 of almost any other company.
Bill Ackman: Here's What the Market is MISSING
- ▶ 3:17 Bill Ackman Um, I know pretty much every CEO in the S&P, either directly or one person removed, and you know, maybe I age, I've aged a bit, um, but you build kind of a reputation, and today we buy a stake in a company, sometimes they'll put out a…
- ▶ 16:52 Bill Ackman I think the problem is that the average life of an S&P 500 CEO is probably, I don't know, four years or three years, three and a half years or something like this, and you're focused on, you know, kind of shorter term compensation.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 1:02:07 Brad Gerstner We see the S&P only up eight percent this year, right?
- ▶ 1:08:32 Chamath Palihapitiya To be very clear and blunt, there is literally not a scintilla of evidence that AI has helped lift the operating margins of the S&P. 4 times in the scene
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 1:13:25 Brad Gerstner We decompose the S and P 500, which they own into the constituent parts so they can get excited about being an owner in the upside of America.
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 7:08 Brad Gerstner Remember just a few months ago, the SMP peaked at 24 times.
They're Opening the Stock Market to Everyone. Here's What That Actually Means
- ▶ 40:45 Jason Calacanis 40% of the S and P obviously with the max seven contributing heavily, uh, comes from venture-backed companies that we all know and love their products, but fund formation for venture capital is ancient and there are massive limitations on…
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 8:38 Jason Calacanis S&P goes down from 38% highs.
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 15:48 Jason Calacanis Three hundred billion dollars of value was wiped from the S&P. 2 times in the scene
- ▶ 1:12:41 Brad Gerstner In the S and P 500, they'll own a little bit of SpaceX.
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 1:10:38 Jason Calacanis And, uh, money has poured into gold and silver, which have way outperformed the S&P.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 0:29 Jason Calacanis Then their AI will build an index of curated stocks for you and backtest it against the S&P.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 22:42 Brian Armstrong And they, they want to probably put like, even if they're, they have a hundred dollars or a thousand dollars, then I want to put 10% of that into the S&P 500 or Coinbase stock or whatever, NVIDIA, whatever.
All-In's 2026 Predictions
- ▶ 14:19 David Sacks The S&P 500 keeps making record highs.
- ▶ 1:03:10 Jason Calacanis I said mag seven, which was up 22% versus the S&P 500 at plus 17. 2 times in the scene
- ▶ 1:08:28 David Friedberg Yeah, let me just give you some numbers on that to show you ServiceNow down 30%, Workday down 18%, DocuSign down 23%, Dropbox down nine percent, and Box down six percent while the S&P was up 17%.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 39:47 Brad Gerstner Same with the S&P.
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 1:15:21 Jason Calacanis Nasdaq's up 19% in the same time period, uh, S&P 14 down nine percent. 3 times in the scene
Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
- ▶ 2:47 Chamath Palihapitiya And last week you were added to the S&P.
- ▶ 3:03 Vlad Tenev I guess that's been the best part of being added to the S&P, going from just a Jason interview to
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 1:06:33 Jason Calacanis And the reason I'm going to show these is when you looked at venture as a category versus say the S and P or a couple of lines up from that, you see the NASDAQ venture was extremely, extremely attractive according to Cambridge associates,…
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 18:20 Ben Shapiro Like, like so much money is pouring into this, and I'm looking at the valuation of these companies, and I'm seeing that like, 60, 70% of all S&P 500 gains are happening in the Magnificent Seven.
- ▶ 1:17:29 Ben Shapiro I mean, effectively the S and P 500 right now, or the Dow, well, Dow Jones industrial average anyway, is currently riding it almost precisely what it was when he took office.
- ▶ 1:31:58 Jason Calacanis That's larger than the market cap of all but 12 companies in the S&P 500.
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
- ▶ 1:21:03 David Friedberg As we talked about last week, the S and P four 93 are really struggling relative to the, uh, mag seven. 2 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 58:14 Chamath Palihapitiya The average profit margin of the S and P four 93 is drum roll, please. 5 times in the scene
- ▶ 1:19:28 Thomas Laffont The, the Mac seven is controversial to Dave's point, the, the S and P four 93, there's going to be lots of winners and losers. 3 times in the scene
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 3:14 Jason Calacanis A lot of people were hand wringing about this, and the S&P dropped 1.5% in about
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 59:05 Philippe Laffont Something like 35% of the S&P had an issue with a government agency in the last few years, right?
- ▶ 1:28:50 Philippe Laffont We know who are the 10 largest companies in the S&P or the NASDAQ today.
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 45:34 Chamath Palihapitiya They could have talked about what Ryan just mentioned as the first article and said, here completely changes your ROIC and ROE calculations for 90% of the S&P 500. 2 times in the scene
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 10:13 Chamath Palihapitiya Then, then we can all debate whether the forward PE of the S and P should be 16 times or 22 times.
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
- ▶ 2:55 Jason Calacanis S&P is down five percent today. 2 times in the scene
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
- ▶ 50:19 Jason Calacanis Magnificent Seven shrinks below 30% of S&P 500 in 2025.
- ▶ 1:47:47 Chamath Palihapitiya It's not something I want to happen, but I do think that if you look back in terms of just the tonnage of dollars you can make and the massive risk asymmetry that it presents to you, when you look at the concentration of the S&P, when you…
Howard Lutnick | All-In DC
- ▶ 1:27:30 Jason Calacanis It's got 2.7 trillion today, but if we bought the S&P, 2 times in the scene
The Shocking Truth About DC Spending & Corruption - Scott Bessent
- ▶ 51:08 Jason Calacanis Should Social Security have invested in the S&P or invested in equities, and why don't we turn Social Security into a sovereign wealth fund and invest it for the benefit of all Americans going forward?
Fixing the American Dream with Andrew Schulz
- ▶ 42:07 David Friedberg Meanwhile, the S&P has been averaging 11%. 5 times in the scene
- ▶ 45:47 Chamath Palihapitiya Like, at the end of the day, why the S&P 500 exists is of all the thousands and thousands and thousands of companies in the world, you know how many companies in the world make more than a billion dollars a year? 2 times in the scene
- ▶ 53:30 David Friedberg Only 10, 10% of their net worth is in owning the S&P 500 in, in index funds or whatever in their retirement accounts.
- ▶ 1:02:54 Andrew Schulz When the way that you guys are describing is it's not, it's like investing in the S and P and then leaving it there and taking those downturns and waiting for it to come back up.
- ▶ 1:09:27 Andrew Schulz When the SMP is up 15%, and you're looking at your portfolio, and you're like, you could take a wherever you want, ok?
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 7:25 Chamath Palihapitiya And specifically you're seeing the Mag seven compressed towards the rest of the S and P 500.
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 57:47 David Friedberg It would be great, but they should buy the S&P. 5 times in the scene
LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
- ▶ 1:45:06 Jason Calacanis The Magnificent Seven shrinks below 30% of S&P 520, 25, 44%, 44% chance is what, uh, people in the real world are, uh, putting volume on that.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:16:55 Chamath Palihapitiya But I do think that if you look back in terms of just the tonnage of dollars you can make and the massive risk asymmetry that it presents to you, when you look at the concentration of the S&P, when you look at just the total gross amount…
- ▶ 1:44:04 Chamath Palihapitiya The Magate representation on the S&P 500 shrinks below 30%.
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 7:53 David Friedberg Yeah, it's 30 times to own the S&P 500 right now.
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
- ▶ 6:11 Jason Calacanis There's your S&P, Dow, and NASDAQ.
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
- ▶ 10:26 David Friedberg The S&P. 500 is up considerably, has been on this endless run up, all time highs, closing at all time highs.
Michael Ovitz | All-In Summit 2024
- ▶ 15:47 David Sacks They were just added to the S&P. 2 times in the scene
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 28:26 Jason Calacanis Earlier this week, Starbucks shares were down 20% year to date compared to the S&P up 12%.
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
- ▶ 29:15 Jason Calacanis It's been a strong year for the market, uh, S&P and NASDAQ, both up 11% year to date as of Thursday morning, but obviously a massive, I guess, do we call it a correction when it's, yeah, 20% is correction territory, Chamath?
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 18:04 Jason Calacanis S&P down 2.3%. 5 times in the scene
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 6:33 Jason Calacanis Inflation has dropped tempered and the market continues to hit all those all time highs S and P up. 3 times in the scene
- ▶ 18:33 Chamath Palihapitiya There was an article in Bloomberg, I sent it to Nick, but people have been tracking the S&P. 500 index versus the equal weighted index. 2 times in the scene
- ▶ 29:59 David Friedberg And there is very little growth as we talked about with the S and P four 93, not being very performative with respect to growth and revenue.
500K Subscriber Livestream! | All-In Podcast
- ▶ 57:13 David Sacks You, you would have, your 200 dollars would have been worth eighteen million if you put it in the S&P.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 40:37 Jason Calacanis 49% of people believe the S&P's 500 stock market index is down for the year.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 41:32 Chamath Palihapitiya I think it's important to look at what stocks are actually lifting the NASDAQ, just like what stocks are lifting the S&P 500, and we've seen this.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 6:13 Jason Calacanis And, uh, the S and P 500 and NASDAQ are at record highs at the time of this taping Chamath.
- ▶ 37:39 Chamath Palihapitiya I saw some of the names of the big companies and they are the who's who of the S&P.
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
- ▶ 2:14 Jason Calacanis Dow and S&P 500 both hit all time highs in the past week.
- ▶ 12:02 Chamath Palihapitiya Take the top 500, so even if you own the S&P 500 or some component of it, there are 493 other companies that people just don't care about right now, and that's crazy. 2 times in the scene
- ▶ 1:18:01 Chamath Palihapitiya Do you guys know what the average gross margin is of the S&P 500 and how it's changed over time? 2 times in the scene
E160: 2024 Predictions! Markets, tech, politics, and more
- ▶ 57:29 David Sacks I'm just saying that the S&P four 93 2 times in the scene
E159: The Bestie Awards! Recapping the best and worst of 2023
- ▶ 24:06 David Sacks It's about a 63% gap between the performance of the top names, top seven names in the S&P, 500, and then the other 493 of them. 3 times in the scene
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 47:53 Chamath Palihapitiya Why take on 15 year illiquidity for oftentimes funds that return less than the S and P, which is the dirty little secret of Silicon Valley.
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
- ▶ 1:04:48 David Sacks The so-called Magnificent Seven is the top seven tech names in the S&P. 2 times in the scene
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
- ▶ 53:14 Jason Calacanis Has recently bought eight hundred sixty six million and put options against the S&P and seven hundred thirty nine million puts against the NASDAQ. 2 times in the scene
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 1:14:51 David Friedberg Any tech venture investor who compares their funds return to the S and P is being naive or disingenuous.
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
- ▶ 1:05:55 Chamath Palihapitiya And the reason why is exactly what you said before, David, which is like, why not own five percent paper from the US government versus having to like all of a sudden speculate on the S&P 500 or something else.
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 25:50 David Sacks Then you're back in the sustained growth quadrant, in which case the S&P 500 is going to keep ripping.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 15:42 Brad Gerstner He was right, but he stayed in that bearish position at the beginning of twenty-twenty-one, said the economy's going to hit the skids in Q-one, and that we're going to revisit 3000 or 3200 on the S&P. 3 times in the scene
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 39:51 Brad Gerstner Was we were going to retest the S and P at 3200. 3 times in the scene
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 16:53 Chamath Palihapitiya If you take three and a half percent as a terminal rate, the right PE is around 14 for the S&P 500. 2 times in the scene
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 25:29 David Friedberg So I, I kind of went with the bigger, uh, oil and gas companies, um, are up, uh, you know, across the board about 47%, uh, in terms of equity value in the public markets a year to date, uh, compared to the S&P being down about 20%.
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
- ▶ 1:21:43 Chamath Palihapitiya And if you do that, the problem is that when you flow that through to what people think the S and P will look like in a year, there's some real issues.
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 1:03:14 Chamath Palihapitiya I mean, what's incredible on this chart is that, you know, when, when everybody talks about being long the S and P 500, it was always really a proxy for being long Amazon, Facebook, Google, Microsoft, and Apple. 3 times in the scene
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 36:17 Brad Gerstner From a, from, from many folks that 3200 the bottom, or maybe 2700 the bottom, that we're going to go from two 25 in, in S&P earnings back to 200.
- ▶ 43:23 Chamath Palihapitiya The upper bound is that when rates were zero and governments were printing money more than they could get their hands on, the top five tech companies represented a quarter of the S&P 500, but there was a pretty steep fall off, and…
- ▶ 1:18:54 Chamath Palihapitiya And he said, I'm not even gonna pick myself, I'm gonna pick the S&P 500 and the low cost ETF, the Vanguard ETF. 3 times in the scene
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
- ▶ 1:21:55 Chamath Palihapitiya So, and then finally, you know, and by the way, sorry, just, just at the end of last year, a quarter of every S&P dollar was crowded in those names, a quarter.
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
- ▶ 17:50 Chamath Palihapitiya The S and P. 2 times in the scene
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:17:46 David Sacks The S&P 500 is down 20%, 22% for the year.
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
- ▶ 48:49 Chamath Palihapitiya So, cause it's, effectually, it all boils down to the price earnings ratio of the S&P 500. 3 times in the scene
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 32:49 Chamath Palihapitiya And then on Tuesday, the market, you know, the S and P was up like 250 basis points, 2.5%.
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
- ▶ 4:09 Adena Hefets And you can see that household income has not appreciated much in the last 20 years, whereas the S&P 500, as well as if you owned equity in your home, you'd see an increase in your value of over a hundred percent. 3 times in the scene
E83: Market slide continues, and how to address Uvalde
- ▶ 16:46 Jason Calacanis I guess we start with markets, and, um, S&P, 500, down 15% year-to-date, Dow down 11%.
- ▶ 1:00:12 Brad Gerstner The S&P and the NASDAQ today are still 30% above where they were in January of 2020.
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 8:04 Chamath Palihapitiya From 19 or from 2018 up until about Q four of last year, there was a .92 correlation between that and the S&P 500 going up. 2 times in the scene
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