5 statements across 4 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Jul 9, 2023 by Brad Gerstner · said 71 times in 39 episodes since 2020 · across every show →
Mentions by year
brought up most by Chamath Palihapitiya (35), Jason Calacanis (25), Brad Gerstner (5), David Friedberg (3), David Sacks (1), Dan Dreyfus (1), Bill Ackman (1)
tap a year for its mentions
2026 4 mentions in 3 episodes 1 per episode
2025 7 mentions in 5 episodes 1 per episode
- All-In Inauguration Day Livestream with the Besties from Washington, DC!
- Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
- Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
- Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
- LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
- every mention in 2025, scene by scene →
2024 14 mentions in 6 episodes 2 per episode
- Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- every mention in 2024, scene by scene →
2023 16 mentions in 9 episodes 2 per episode
- E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
- E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
- E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
- E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
- 1 more episode that year, every mention in 2023 →
2022 8 mentions in 4 episodes 2 per episode
- E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
- E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- E97: SPAC updates, public/private market overview, Putin's end game & more
- every mention in 2022, scene by scene →
2021 17 mentions in 9 episodes 2 per episode
- E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
- E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
- E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
- E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
- E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
- E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
- 1 more episode that year, every mention in 2021 →
2020 5 mentions in 3 episodes 2 per episode
- E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
- E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
- E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021
- every mention in 2020, scene by scene →
Everything said about WhatsApp, oldest first
Jul 9, 2023 bullish
Gerstner: Meta will launch major AI models and agents within six weeks
“Over the next four to six weeks. They're going to have massive launches out of the AI side of the business. I expect a lot more support for their open AI model or for their open LLM. I also think they're going to launch a bunch of agents on WhatsApp and Instag…”
Sep 22, 2023 positive
Calacanis: Sequoia Capital led four consecutive preemptive rounds in WhatsApp
“Well, everybody learned from WhatsApp. And you know, shout out to the Sequoia team. Doug Leone, I think. And they did every round. Jim gets to know. Yeah. They did every round. So it was an internal round for, I think, four rounds in a row. So they just made p…”
Sep 22, 2023 positive
Dec 23, 2023 negative