Brad Jacobs
22 statements across 1 episodes · 8 bullish · 1 bearish · 1 people on the record · first statement Oct 26, 2025 by Brad Jacobs · said 25 times in 11 episodes since 2025 · across every show →
On the record as a speaker too: Brad Jacobs's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by David Senra (24)
tap a year for its mentions
2026 23 mentions in 10 episodes 2 per episode
- Rick Rubin on Finding Your Life’s Work
- Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
- How Elon Thinks
- Marc Andreessen: The World Is More Malleable Than You Think
- Brian Armstrong: When Washington Tried to Kill Coinbase
- Tobi Lütke: 21 Years of Building Shopify
- The Man Behind Grand Theft Auto 6: Strauss Zelnick
- How to Dominate for Decades | Doug Leone, Sequoia Capital
- 2 more episodes that year, every mention in 2026 →
Everything said about Brad Jacobs, oldest first
Oct 26, 2025
Oct 26, 2025
Short stocks if the CEO cannot name their five-year price target levers
“I say, when you bring a management team in, you need to ask them, what's your stock price going to be five years from now? And what are the levers that I have to believe that's going to get you there? And if that CEO tells you, I'll get, that's a great questio…”
Oct 26, 2025
Imagining a true 'A player' quitting should induce absolute panic
“But if when I visualize that person quitting, My reaction to that is pure terror and absolute panic, and like somebody took a baseball bat and just whacked me in the stomach and then punched me in the face. I'm like, oh my god, like I'm never going to find som…”
Oct 26, 2025 positive
Oct 26, 2025 neutral
Oct 26, 2025
Oct 26, 2025 positive
Leaders must replace demands for perfection with flexible preferences
“We need to reduce these demands, these musts, these shoulds, these commands that either I or you or the rest of the world is perfect to, you know, preferences, where I would like me to be better, I would like you to be better, I'd like things to go better, but…”
Oct 26, 2025 positive
Jacobs says 20 to 25 people is optimal for monthly operating reviews
“20 to 25 is the ideal group. You have enough people that you get diversity of opinion, and you have dialectical discussions, meaning looking at issues from multiple perspectives, then analyzing those and synthesizing them and finding the truth, but you don't h…”
Oct 26, 2025 neutral
Oct 26, 2025 positive
Oct 26, 2025 bullish
Roll-up alpha requires multiple arbitrage and doubling profits within five years
“If I buy companies at significant lower multiples of profit than I trade at, So Monday morning at seven o'clock after we announced the acquisition, I've already created alpha for my shareholders. That's a nice way to start the week. Number two, if I then doubl…”
Oct 26, 2025 neutral
Jacobs reviews executive equity models twice a month with CHRO
“I meet with my CHRO, who's fabulous, regularly, usually twice a month, and she shows me a spreadsheet Of how much the equity is going to be worth at 50 dollars a share, at 75 dollars a share, at a hundred dollars a share, and I look at that, I look at the numb…”
Oct 26, 2025 positive
Leaders should validate negative self-talk before rationally disputing it
“Either you can dispute them, but first validate it. Don't start with the disputing. First validate and say, okay, yeah, of course I'm having all these negative thoughts because I got a tough job, for example. I have a big job, there's a lot of pressure, and I'…”
Oct 26, 2025
Jacobs suffered clinical depression after stepping down from United Rentals
“When I stepped down as CEO of United Rentals, had done it for about 10 years, and I wanted to do my next big thing. I wanted to do another startup from the beginning. You know, I was running a big company. I wanted to start it from scratch. And there was a per…”
Oct 26, 2025 neutral
Oct 26, 2025
Jacobs screened 55 industries for QXO, eliminating sectors vulnerable to AI
“So when I looked at 55 different industries before I picked building products, I ruled out a bunch of them, so this looks like an interesting industry, but I think AI and automation are going to kibosh it. And I didn't do it.”
Oct 26, 2025
Oct 26, 2025
Jacobs targets large, fragmented, low-tech industries safe from AI disruption
“So first, I find the right industry. I find something that's large. I find something that's growing. I find something where it's fragmented. I find something where we can buy things at reasonable prices. I find things where technology is, would, could be used.…”
Oct 26, 2025 positive
Jacobs personally reads every company employee survey one by one
“I'm reading all the employee surveys from the whole company of, we asked him two questions. What's your single best idea to improve the company and rate your job satisfaction scale of one to 10? And sometimes we add a third one of what it will take to make it …”
Oct 26, 2025 bullish
Jacobs uses algorithmic pricing and technology to double acquired company profits
“You buy a company, it's doing very well, and then three or four years later, you've doubled the profit. What did you do? You went in with a toolkit, and you went into the, attacked the pricing using algorithms and elasticity analysis. You've attacked the compe…”
Oct 26, 2025 negative
Jacobs bans live PowerPoint presentations to focus meeting time on debate
“We don't do PowerPoints and go through all that nonsense where everyone tells each other how great they're doing. It's just the silliness that you see a lot in corporate America. We send all those decks out ahead of time. We have everybody read them, and then …”