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Samsung

includes Samsung Electronics

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 20, 2024 by Molly Alter · said 5 times in 5 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Sam D'Amico (1), Pete Shadbolt (1), Patrick McGee (1), Molly Alter (1), Jaimin Rangwalla (1)

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2026 1 mention in 1 episode
2025 2 mentions in 2 episodes 1 per episode
2024 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Samsung, oldest first

Sep 20, 2024
Assertion Not checkable as stated
Alter: Toyota, Boeing, and Samsung pay tens to hundreds of millions for legacy software
“Toyota we found pays Matlab, fifty million dollars a year. Boeing pays Simulink and MATLAB hundreds of millions. Samsung has an eight figure contract with Atlassian.”
Molly Alter Sep 20, 2024 ▶ 40:11 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
May 15, 2026 bullish
Assertion Contradicted
Rangwalla: Samsung and SK Hynix Generate More Cash Flow Than Hyperscalers
“Samsung and Hynix together generate more cash flow than every hyperscaler.”
Jaimin Rangwalla May 15, 2026 ▶ 32:35 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
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