Robinhood
also referred to as: robin hood
includes Robinhood Cortex, Robinhood Gold, Robinhood Ventures, Robinhood IPO Access, Robinhood Legend
23 statements across 5 episodes · 18 bullish · 1 bearish · 5 people on the record · first statement Feb 28, 2025 by Tarek Mansoor · said 212 times in 112 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Molly O'Shea (125), Vlad Tenev (55), Chris Josephs (9), Tarek Mansoor (6), Leif Abraham (4), Alex Immerman (4), Jacob Peters (3), Michael Judd (2)
tap a year for its mentions
2026 130 mentions in 50 episodes 3 per episode
- CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap) · Sourcery with Molly O'Shea
- Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
- The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
- The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard · Sourcery with Molly O'Shea
- Inside Opendoor HQ on Earnings Day (Office Tour + Live Stream) · Sourcery with Molly O'Shea
- Brian Armstrong: Rebuilding Coinbase Around Intelligence · Sourcery with Molly O'Shea
- CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI · Sourcery with Molly O'Shea
- Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian · Sourcery with Molly O'Shea
- 42 more episodes that year, every mention in 2026 →
2025 82 mentions in 62 episodes 1 per episode
- Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
- How Kalshi Built a $2 Billion Prediction Market · Sourcery with Molly O'Shea
- Superpower Raises $30M Series A Led by Forerunner · Sourcery with Molly O'Shea
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- Nuclear Race to Power Superintelligence · Sourcery with Molly O'Shea
- Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea
- Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea
- Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea
- 54 more episodes that year, every mention in 2025 →
Everything said about Robinhood, oldest first
Feb 28, 2025 positive
Mansoor: Prediction markets need federal regulation to access Wall Street liquidity
“If we wanted this to be, to get, be on a certain set of scale without regulators, like shutting it down or like having it has to be regulated. And two is like any financial market, you have to be able to work with the brokers, like the Schwab's of the world, t…”
Feb 28, 2025 bullish
Mansoor: Kalshi is in integration discussions with Coinbase and DraftKings
“Our first broker was Robinhood, and, you know, Vlad has been talking about that, and, you know, we just got Webull, and I think, yeah, I mean, I think over time, we're in discussions with all the other ones, like Coinbase, DraftKings, all the others, and vario…”
Apr 18, 2025 neutral
Jan 10, 2026 positive
Jan 10, 2026 bullish
Tenev: Prediction markets will disrupt insurance by cheapening fire and hurricane hedging
“You can trade and hedge fire risk. You can hedge hurricane risk. And if you think about the process of like insuring yourself against a fire or a hurricane, It can be very expensive and it's cumbersome. You have to talk to a broker on the phone and the contrac…”
Jan 10, 2026 positive
Jan 10, 2026 neutral
Tenev: Robinhood was heavily concentrated in Dogecoin and meme stocks in 2021
“Whereas in 2021, Robin was much less diversified. We had higher concentration in, in crypto, particularly Dogecoin. And a lot of the activity was much more concentrated in stocks that were sort of like these meme story stocks.”
Jan 10, 2026 positive
Jan 10, 2026 bullish
Tenev reveals Robinhood's plan for 24/7 stock trading and DeFi lending
“There's like a three phase plan. Tokenize more stocks and then we have to integrate them into Bitstamp to allow 24 seven trading and also unleash them on DeFi so that you can self custody them and, Do collateralized lending and borrowing and all of that stuff.”
Jan 10, 2026 bullish
Jan 10, 2026 positive
Jan 10, 2026 bullish
Jan 10, 2026 bullish
Tenev: Most Robinhood revenue could be international and institutional in 10 years
“I think if you look 10 years from now, we see a world where more than half of our revenue could be outside the U.S. And also cut another way, more than half of our revenue could be business and institutional rather than retail.”
Jan 10, 2026 positive
Jan 10, 2026
Jan 10, 2026 negative
Tenev: Single-generation financial companies face 'certain death' as heirs inherit wealth
“A lot of our predecessors get into this trap of being a generational company. And I think that's certain death, right? Because eventually like. Nobody's figured out how to live forever. So eventually their kids are going to inherit the money and, you know, the…”
Jan 10, 2026 positive
Jan 10, 2026 positive
Jan 10, 2026 positive
Tenev: Video earnings calls increased Robinhood's live audience to up to 100,000
“So we went from, I think, hundreds of listeners on the old Polycom style earnings to tens of thousands, maybe, maybe even a 100,000 at the last one. So it increased the actual audience of our earnings by multiple orders of magnitude.”
Jan 10, 2026 positive
Tenev: Robinhood Gold reached 4M subscribers, including 40% of new signups
“Robinhood gold itself, which is a subscription product, we're up to four million gold subscribers, you know, and that's really ramped. Now, now at this .15% of all of our customers thereabouts are Robinhood gold subscribers, and of the customers that join on a…”
Feb 25, 2026 positive
Apr 17, 2026 neutral
Abraham: Public's incoming account transfers primarily come from legacy incumbent brokerages
“Actually if you look at where people ACAT accounts from, You know, where they like consolidate brokerage accounts from for us. It's Schwab, Fidelity, E-Trade, Vanguard, and then Merrill and Robinhood. So, so we are much more competing with the incumbents than …”
Apr 17, 2026 positive
Abraham: Going public was one of Robinhood's best strategic decisions
“Even for Robinhood, I think one of the best things I've ever done is to become public. Because you suddenly can build a retail base of followers that own your stock, that will root for you. And I think that today that is a very powerful thing.”