D-one

4 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 24, 2026 by Dan Sundheim · across every show →

Everything said about D-one, oldest first

Feb 24, 2026
Assertion Not checkable as stated
Sundheim: D1 Capital Never Came Close to Going Out of Business
“First of all, we never came close to going into business. That was just nonsense.”
Dan Sundheim Feb 24, 2026 ▶ 36:49 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Feb 24, 2026 neutral
Opinion
Sundheim: D1 Deserved Redemptions and Harbors No Ill Will Toward Departing LPs
“I don't harbor any ill will. I mean, look, I think that you know, the act of redeeming is, like, to some extent, we deserved it, right?”
Dan Sundheim Feb 24, 2026 ▶ 42:53 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Feb 24, 2026
Insight
Sundheim: Fund Managers Cannot Disprove Negative Narratives in the Short Term
“So it's impossible to disprove the negative narrative in the short term. It takes a lot of time.”
Dan Sundheim Feb 24, 2026 ▶ 38:28 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Feb 24, 2026
Disclosure
Sundheim: D1 Shifted to a Lower-Risk Portfolio Strategy Following 2022 Drawdown
“Not in that the stock selection, all of that was gonna be the same, but the portfolio construction was gonna be done in a way that was much less risk-prone, and the analogy I gave was like, we're gonna hit singles and doubles.”
Dan Sundheim Feb 24, 2026 ▶ 40:50 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
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