Goldman Sachs

also referred to as: goldman

17 statements across 11 episodes · 3 bullish · 4 bearish · 7 people on the record · first statement Nov 23, 2024 by Jordi Hays · said 121 times in 58 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (35), Jordi Hays (16), Martin Shkreli (12), Jeremy Giffon (4), Dr. Drew Pinsky (4), David Senra (3), Thomas Laffont (2), Logan Bartlett (2)

tap a year for its mentions
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01530202420252026episodes it came up in
001.515330202420252026episodesmentions per episode
2026 66 mentions in 27 episodes 2 per episode
2025 40 mentions in 26 episodes 2 per episode
2024 15 mentions in 5 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Goldman Sachs, oldest first

Nov 23, 2024 neutral
Assertion Contradicted
Major Banks Offer 60% Valuation Buyouts for Government Appointees' Illiquid Shares
“I did hear a incredible financial innovation. I think it's from JP Morgan or Goldman is one of those two. They offer a service where if you're taking a government post and you need to divest assets, they will basically buy it at like 60% of like the last mark.”
Jordi Hays Nov 23, 2024 ▶ 2:08:58 FACT CHECKERS vs. tech article (ep14)
Jan 23, 2025 neutral
Assertion Supported
Coogan: Goldman Sachs Estimates Big Tech Will Spend $1T on Capex
“Goldman Sachs has estimated that all the American tech giants collectively will spend an estimated one trillion on capital expenditures in the next And so, that will include large outlays on data centers, chips, and power, and the power grid.”
John Coogan Jan 23, 2025 ▶ 12:31 Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
Mar 9, 2025 neutral
Insight
Giffon: Pure alpha-focused investment firms cannot scale into giant institutions
“Your business can only really get so big if you're actually in the business of like true alpha outperformance, you can't, you know, build the JP Morgan or Goldman Sachs or something.”
Jeremy Giffon Mar 9, 2025 ▶ 20:14 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.
Apr 8, 2025 negative
Insight
Housel: High IQ and exhaustive due diligence increase risk of self-delusion
“The harder you work at something, the more opportunities you have to fool yourself. So if you're very smart and you have a one 40 IQ and you went to Harvard and you work at Goldman Sachs and you spend six months doing due diligence on this deal, you are going …”
Morgan Housel Apr 8, 2025 ▶ 27:50 Could AI TAKE OVER by 2027? | Morgan Housel on TBPN April 4th
Jun 5, 2025 positive
Insight
Dixon: Blockchains solve political trust problems preventing bank coordination
“There's a lot of interest from the banks to think about ways to use blockchains to create essentially marketplaces there, you know, maybe permissioned marketplaces where only kind of certain participants can participate. For them, the benefit is, you know, why…”
Chris Dixon Jun 5, 2025 ▶ 17:30 Read Write Own - A16Z Partner Chris Dixon on TBPN
Aug 27, 2025 neutral
Assertion Not checkable as stated
Dr. Drew: Goldman contemplated $30M check for zero-revenue drdrew.com
“The day the Nasdaq fell apart. The day we were sitting in Goldman Sachs and the woman across the table was contemplating giving us thirty million dollars on a hundred and ten million dollar valuation for a company that had never made a penny.”
Dr. Drew Pinsky Aug 27, 2025 ▶ 6:15 Dr. Drew on Tech, COVID, and Living a Happy Life
Aug 30, 2025 neutral
Assertion Not checkable as stated
Goldman Sachs offered pre-revenue DrDrew.com a $110M valuation in 2000
“We were sitting in Goldman Sachs, and the woman across the table was contemplating giving us thirty million dollars on a hundred and ten million dollar valuation for a company that had never made a penny.”
Dr. Drew Pinsky Aug 30, 2025 ▶ 1:00:53 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Jan 9, 2026 negative
Opinion
Hayes: Goldman Sachs Failed at Marcus Because It Is Transactional
“GS effed up because it's a transactional org, not a longitudinal org, and really thought they were smarter. But never focused on the fundamentals of running the business.”
Jordi Hays Jan 9, 2026 ▶ 11:15 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Jan 9, 2026 neutral
Assertion Supported
Coogan: Apple Card Program Is Moving From Goldman Sachs to JPMorgan
“The Apple Card program is moving from Goldman Sachs to JP Morgan.”
John Coogan Jan 9, 2026 ▶ 0:28 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Jan 9, 2026 negative
Assertion Supported
Coogan: Goldman Sachs Lost $1B on Apple Card and $3B on Consumer Banking
“Goldman is like, we got to get this off our balance sheet. They've already lost a billion dollars. Their consumer bank overall, which includes Marcus has lost three billion.”
John Coogan Jan 9, 2026 ▶ 1:50 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Jan 9, 2026 negative
Assertion Not checkable as stated
Hayes: David Solomon Was Told to Shut Down Marcus or Resign
“DJ D Sol was told to shut down Marcus and Consumer, or get out of the job. So he cut all of Marcus except for savings.”
Jordi Hays Jan 9, 2026 ▶ 10:47 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Jan 9, 2026 neutral
Assertion Partly supported
Coogan: Banks Rejected Apple's Unprofitable Card Terms Before Goldman Sachs Accepted
“The whole reason why they jumped at the opportunity to work with Apple, and they kind of bent over backwards because Apple had tried this with, they'd went to a whole bunch of other banks, remember going back to Capital One and every bank had said like, now, a…”
John Coogan Jan 9, 2026 ▶ 10:04 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Jan 9, 2026 neutral
Assertion Supported
Coogan: JPMorgan Is Buying $20B Apple Card Debt at $1B Discount
“There's a little bit of both the twenty billion dollar card balances. That's trading JP Morgan's acquiring that at a one billion dollar discount instead of an eight percent premium, you would expect that they would pay 21.6. They're actually paying 19 for this…”
John Coogan Jan 9, 2026 ▶ 2:04 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Jan 9, 2026 neutral
Assertion Supported
Coogan: Apple required all Apple Card statements to generate on month's first
“And that's not rocket science, but Apple also wanted another consumer friendly feature. They wanted all of the bills to drop on the first of the month, every month. And normally credit cards will stagger it out.”
John Coogan Jan 9, 2026 ▶ 8:46 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Jan 23, 2026 bullish
Assertion Supported
Coogan: SpaceX is hiring BofA, Goldman, JPMorgan, and Morgan Stanley for IPO
“SpaceX is set to hire Bank of America, Goldman Sachs, JP Morgan, Morgan Stanley to lead its IPO.”
John Coogan Jan 23, 2026 ▶ 19:28 Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
May 22, 2026 neutral
Assertion Supported
Coogan: Goldman Sachs won lead left role over Morgan Stanley for SpaceX IPO
“Incredible that Goldman beat out Morgan Stanley for the SpaceX IPO, left lead left. Given that Michael Grimes returned to Morgan Stanley in part for this deal, of course, Morgan Stanley is on the deal but that is it is a big win for Goldman that DJ SpaceX is a…”
John Coogan May 22, 2026 ▶ 5:18 SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
Jul 30, 2026 positive
Insight
Shkreli: Prime brokers rely on Ken Griffin as Wall Street's liquidity backstop
“The prime brokers, the Goldman's and Bank of America's, they do so much business with Citadel, and they've done this before where they know who to go to, just the same way the US government went to Warren Buffett when they wanted to shore up Goldman. They know…”
Martin Shkreli Jul 30, 2026 ▶ 27:34 Martin Shkreli Breaks Down the Collapse of Situational Awareness
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