Block

0 statements across 0 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Feb 27, 2026 by Jordi Hays · said 21 times in 6 episodes since 2024 · across every show →

Mentions by year

brought up most by Jordi Hays (16), Thomas Laffont (1)

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002.5254202420252026episodesmentions per episode
2026 19 mentions in 4 episodes 5 per episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Block, oldest first

Feb 27, 2026 neutral
Assertion Supported
Block's 40 percent staff reduction is the largest in S&P 500 history
“It is the largest layoff as a percentage of the overall workforce in S&P 500 history.”
Jordi Hays Feb 27, 2026 ▶ 24:35 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Feb 27, 2026 negative
Assertion Supported
Block reduces its workforce by 40 percent, cutting 4,000 employees
“Square is cutting from 10,000 to 6000 employees, a 40% reduction.”
Jordi Hays Feb 27, 2026 ▶ 22:44 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Mar 3, 2026 negative
Assertion Partly supported
Coogan: Block laid off 40% of staff and nearly 70% of engineers
“Most of you have heard about blocks, 40% layoffs by now, but the numbers are even worse. Engineering was hit harder. We've lost close to 70% of our engineers.”
John Coogan Mar 3, 2026 ▶ 27:30 Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
Apr 7, 2026 neutral
Assertion Supported
Jack Dorsey is pivoting Block to small remote teams for AI speed
“Jack came out and just said, no, I'm pivoting the entire infrastructure of this company for an AI era. We think you're going to need to be remote. Because you're going to move faster if you're remote, and so he's kind of laid out a whole vision about how he wa…”
Thomas Laffont Apr 7, 2026 ▶ 38:34 FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
Apr 13, 2026
Disclosure
Pie halved its team from 23 to 12 due to AI efficiency
“Well, at one point the team was 23, and the age of AI it's now 12, and we've seen what you guys are talking about, which is just a massive collapse of product design, engineering, and even go to market, where people can do so much more, and so, you know, we di…”
Andy Dunn Apr 13, 2026 ▶ 6:38 Andy Dunn is Building the App to Get You Off Your Phone
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