Peter Thiel

4 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement May 6, 2025 by David Senra · said 31 times in 7 episodes since 2025 · across every show →

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brought up most by Scott Nolan (11), Patrick O'Shaughnessy (9), Michael Ovitz (6), Sham Sankar (2), Sam Altman (1), Gustav Söderström (1), Brian Chesky (1)

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Everything said about Peter Thiel, oldest first

May 6, 2025 negative
Insight
Tech companies mistakenly optimize for trackable growth over long-term durability
“There's a big problem with technology companies is they optimize for growth at the expense of durability. But if you look at when do these giant companies, and he said tech companies, but you see this in all these companies, Raising Cane's is another example, …”
David Senra May 6, 2025 ▶ 8:58 The Obsession That Creates Enduring Companies | David Senra Interview · Invest Like The Best
Apr 14, 2026 positive
Assertion Supported
Nolan: Peter Thiel joined General Matter's board of directors
“Ultimately joining our board as one of very few boards that he's on was yeah, really appreciate that.”
Scott Nolan Apr 14, 2026 ▶ 1:21:11 From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
Apr 14, 2026 bullish
Insight
Nolan: Steep Venture Up-Rounds Are Often Underpriced Due to Anchoring
“If you've got a company that was like growing steadily, but then there's a big up round, it's probably the case that that up round is not even enough up. That if it's like a two X up round, maybe it should be a four X up.”
Scott Nolan Apr 14, 2026 ▶ 21:31 From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
May 5, 2026 negative
Insight
Chesky: Founders Should Avoid Big Competitive Markets and Expand Small Ones
“Every investor wants to go into big markets. I don't like big markets. Big markets have a lot of competition. Go into a small market and make it big.”
Brian Chesky May 5, 2026 ▶ 26:56 How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
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