TikTok
10 statements across 8 episodes · 4 bullish · 5 bearish · 8 people on the record · first statement Jul 24, 2024 by John Coogan · said 87 times in 33 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (13), Chris Josephs (11), Roy Lee (8), Michael Mignano (7), Tarek Mansoor (5), Lucy Guo (4), Philip Ehrenstein (3), Paul Klein (3)
tap a year for its mentions
2026 13 mentions in 7 episodes 2 per episode
- $40B Fund, 1 Creator: Why Lightspeed Hired Zauey Talks · Sourcery with Molly O'Shea
- Inside AppLovin’s $100B Ad Engine
- Inside Zipline’s Factory: The World’s Largest Drone Delivery Network · Sourcery with Molly O'Shea
- AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
- How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization · Sourcery with Molly O'Shea
- Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook · Sourcery with Molly O'Shea
- Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 57 mentions in 19 episodes 3 per episode
- Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
- Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO · Sourcery with Molly O'Shea
- Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
- How Kalshi Built a $2 Billion Prediction Market · Sourcery with Molly O'Shea
- Joby, Dirac & Allen Control: The Future of Air, AI Factories & Defense Tech · Sourcery with Molly O'Shea
- Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
- How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders · Sourcery with Molly O'Shea
- Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond · Sourcery with Molly O'Shea
- 11 more episodes that year, every mention in 2025 →
2024 17 mentions in 7 episodes 2 per episode
- How Lucy Guo Is Building A Creator Empire with Shaq, Kygo & Olivia Dunne | Passes · Sourcery with Molly O'Shea
- America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
- Zamp's Series A: $14M in 15 Months · Sourcery with Molly O'Shea
- John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
- Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
- Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about TikTok, oldest first
Jul 24, 2024 neutral
Nov 8, 2024 bullish
Fiedler: Digitally native brands beat legacy chains via TikTok foot traffic
“These entrepreneurs are repainting You know, the streets with new brands and they're digitally native, which provides a huge advantage over the incumbents. The newer generations are walking into places because of their phones, right? That's their navigation sy…”
Feb 21, 2025 bullish
Apr 18, 2025 negative
Josephs: Twitter content lacks the algorithmic lifespan of Instagram and TikTok
“One of the downsides of creating content on Twitter is it has a lifespan on it. So when you tweet about it, you're not gonna go on the For You page and see a tweet from Nancy Pelosi Tracker six months ago, but on Instagram and TikTok you can.”
Apr 18, 2025 negative
Josephs: Faceless TikTok growth hacking fails for high-trust financial products
“There's a, you probably see it on Twitter all the time, all these kind of young kind of, they call them cracked out engineers, growth hacking TikTok with the faceless videos and yada, yada, yada, and that stuff works. But that doesn't necessarily really work f…”
Jun 20, 2025 negative
Aug 27, 2025 bullish
Dec 27, 2025 negative
Mignano: TikTok virality can easily inflate startup revenue without proving business durability
“If you can figure out how to go viral on TikTok and you have a very well optimized conversion funnel, you can quickly run up your revenue rate. Like it's actually like not that hard. That's how good TikTok is. But it doesn't really say anything about the durab…”
Dec 27, 2025 bearish
Mignano: AI-generated feeds will eventually diminish human creator value
“I think where we're inevitably headed is now when you're swiping TikTok or Reels or Sora, We're eventually gonna end up in a place where most of that content is generated on the fly specifically to target you and to capture your attention as long as possible. …”