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The Trade Desk

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 12, 2025 by David Frankel · said 13 times in 4 episodes since 2023 · across every show →

Mentions by year

brought up most by Jason Lemkin (9), David Frankel (4)

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0050.51012023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 10 mentions in 1 episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode

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Everything said about The Trade Desk, oldest first

Mar 12, 2025 bullish
Assertion Supported
Frankel: Founder Collective owned roughly 12% of The Trade Desk at IPO
“We owned roughly 12% at IPO.”
David Frankel Mar 12, 2025 ▶ 3:43 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Feb 15, 2026 bearish
Assertion Supported
Lemkin: The Trade Desk is the worst-performing software stock over 12 months
“The worst performing software stock of the last 12 months is the Trade Desk, just destroyed by all of this.”
Jason Lemkin Feb 15, 2026 ▶ 8:12 Software Stocks Have Massively Crashed. Here's What Founders Need to Know.
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