StarZero All shows Try the podcast clipper →

American Express

4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Jul 10, 2025 by Art Levy · said 19 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Molly O'Shea (8), Art Levy (5), Pedro Franceschi (4), Sebastian Siemiatkowski (1), Ben Miller (1)

tap a year for its mentions
008115220252026episodesmentions
01220252026episodes it came up in
00418220252026episodesmentions per episode
2026 5 mentions in 2 episodes 3 per episode
2025 14 mentions in 2 episodes 7 per episode

every mention, scene by scene, with the transcript →

Everything said about American Express, oldest first

Jul 10, 2025 positive
Assertion Not checkable as stated
DoorDash spends many multiples more on Brex than it did on Amex
“DoorDash, one of our beachhead customers, they've been on Brex for now three years. They're spending many multiples more on Brex than they were on their American Express.”
Art Levy Jul 10, 2025 ▶ 1:10:30 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Jul 10, 2025 positive
Assertion Supported
Capital One's Discover acquisition creates the largest US credit card issuer
“The first one that comes to mind is Capital One and Discover. Huge deal. This is not a tuck in. This like materially changes their whole business model. And the reason is because it creates the largest credit card issuer by loan volume, because it allows Capit…”
Art Levy Jul 10, 2025 ▶ 34:00 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Jul 10, 2025 neutral
Assertion Supported
Levy: Total US commercial corporate card spend is $2 trillion annually
“There's about two trillion dollars of us commercial corporate card spent. And so what that represents is the top 100 issuing banks on MasterCard and Visa plus Amex commercial card volume is around two trillion a year.”
Art Levy Jul 10, 2025 ▶ 1:11:02 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Jul 10, 2025 positive
Assertion Not checkable as stated
Mature Brex cohorts spend 60% more than they did on Amex
“For mature cohorts, Customers are spending 60% more on their Brex cards than they were on Amex in the last month that they were on Amex.”
Art Levy Jul 10, 2025 ▶ 1:09:17 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more