“Now that Elon bought Twitter and kind of just like caused enough chaos, like you can just say whatever you want. And there's like, no, I, I've been telling every, every founder I know, like cancel culture is over.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from John Coogan
Insight
Coogan: Food brands cannot build monopolies due to shifting consumer identity signaling
“Food is such a signal and there's so much badge value. It's very hard to accrue like monopoly power. And how do you actually go about disrupting Nestle? If it be, if every food is like an extension of personal expression, It gets very hard because as soon as e…”
John CooganSep 19, 2023▶ 11:56Brainstorming +$1M Business Ideas With Soylent's Co-Founder | ft. John Coogan (#496)
AssertionPartly supported
Coogan: VC-backed companies make up 99% of public market cap
“Basically only about one percent of companies that get started raise venture capital, but about 99% of the market cap in the public markets, they took venture.”
John CooganSep 19, 2023▶ 38:08Brainstorming +$1M Business Ideas With Soylent's Co-Founder | ft. John Coogan (#496)
PredictionNot checkable as stated
Coogan: Spotify's market cap is resistant to disruption by Suno
“Spotify's market cap should be resistant to this because it's a tool for creating music and music will be distributed on Spotify.”
John CooganMar 11, 2026▶ 24:42The Simplest Way To Make $1,000,000 Isn't Starting A Business (it's working in one of these 10)
AssertionOpen · timeframe Mar 2029
Coogan: SemiAnalysis Is Launching an Investment Fund and Credit Ratings
“They're also launching a fund allegedly according to the information to invest in both semiconductor stocks and startups, and they're already doing angel investing. And then also they're going to do credit ratings.”
John CooganMar 11, 2026▶ 48:14The Simplest Way To Make $1,000,000 Isn't Starting A Business (it's working in one of these 10)
Insight
Coogan: Mainstream small-business search funds and roll-ups offer little alpha
“What I do know is that the hottest trend right now in business is like roll ups or search funds and every guy who graduates from HBS is like, I'm going to go roll up laundromats or I'm going to go roll up dentists dentists. It's like everyone has an idea for t…”
John CooganSep 19, 2023▶ 24:21Brainstorming +$1M Business Ideas With Soylent's Co-Founder | ft. John Coogan (#496)
Opinion
Coogan: Keith Rabois is aggressive on Twitter to stop misinformation spreading
“I think a lot of it is just like holding the line on like when he sees something that's like not true, he doesn't want it to spread, and so he just like shuts it down like really aggressively.”
John CooganSep 19, 2023▶ 33:35Brainstorming +$1M Business Ideas With Soylent's Co-Founder | ft. John Coogan (#496)
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