S&P 500

part of S&P

4 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Nov 28, 2025 by Sam Bowman · said 12 times in 6 episodes since 2025 · across every show →

Mentions by year

brought up most by John Collison (8), Sam Bowman (2), Daniel Gross (1), Charlie Songhurst (1)

tap a year for its mentions
00428420252026episodesmentions
02420252026episodes it came up in
001.322.5420252026episodesmentions per episode
2026 5 mentions in 2 episodes 3 per episode
2025 7 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about S&P 500, oldest first

Nov 28, 2025 bearish
Assertion Supported
Bowman: FTSE 250 Underperformed S&P 500 Over 15 Years Even Without Mag Seven
“I think that when you look at, for example, the performance of listed companies, so the FTSE two 50, which is primarily like actually UK operating companies, has performed kind of catastrophically bad over the kind of past 15 years compared to the S&P 500. Lik…”
Sam Bowman Nov 28, 2025 ▶ 38:25 UK Budget 2025: Stripe + Startup Coalition
Feb 24, 2026 neutral
Assertion Supported
Collison: Average S&P 500 tenure dropped from 61 to under 20 years
“Back in 1957, companies could expect to remain in the index for 61 years. In 1980, the average tenure was 36 years. Today, it's just under 20 years.”
John Collison Feb 24, 2026 ▶ 2:38 Stripe’s 2024 annual letter
Feb 24, 2026 bullish
Assertion Not checkable as stated
Stripe-processed revenue is growing seven times faster than S&P 500
“In aggregate, the revenue that businesses process on Stripe is growing seven times faster than that of all companies in the S&P 500.”
John Collison Feb 24, 2026 ▶ 2:09 Stripe’s 2024 annual letter
Feb 24, 2026 bullish
Assertion Not checkable as stated
Collison: Over half of surviving 1957 S&P 500 companies use Stripe
“Of the 500 companies in the S&P 500 at its inception in 1957, only 53 remain in the index today. More than half of that remaining 53 use stripe.”
John Collison Feb 24, 2026 ▶ 2:27 Stripe’s 2024 annual letter
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