John Coogan

101 statements across 56 episodes · 50 bullish · 16 bearish · 1 people on the record · first statement Oct 14, 2024 by John Coogan · said 39 times in 25 episodes since 2025 · across every show →

On the record as a speaker too: John Coogan's record, appearances and statements → this page counts the times other people say the name.

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2026 36 mentions in 22 episodes 2 per episode
2025 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about John Coogan, oldest first

Oct 14, 2024 positive
Assertion Not checkable as stated
Coogan: A sitting member of Congress gets takes from the All-In podcast
“I talked to a literal congressperson who was like, I get my takes from the All In podcast”
John Coogan Oct 14, 2024 ▶ 1:08:01 The "Switzerland of AI" is Crazy (ep3)
Oct 24, 2024 positive
Opinion
Coogan: Miami lags in engineering talent but excels for fundraising
“It still is just like a phenomenal place to go meet a lot of extremely wealthy people. Yeah. Yeah. Like it, I think everyone agrees that it is behind on, on hiring engineering talent, but in terms of just like lots of capital markets, powerful people having mo…”
John Coogan Oct 24, 2024 ▶ 1:37:05 Crypto is Back Baby (ep5)
Oct 24, 2024 positive
Insight
Coogan: Work-life balance content is the most effective viral rage bait
“Work-life balance always goes viral. So I don't know if this got dunked on, but like if you're rage baiting, like this is the best possible rage bait. If you're just trying to grow your account, like, because people will fight about this forever.”
John Coogan Oct 24, 2024 ▶ 1:09:11 Crypto is Back Baby (ep5)
Oct 24, 2024
Insight
Coogan: Media brands must have an enemy to build loyal allies
“You gotta have an enemy. If you don't have an enemy, you don't have an ally. The only reason people rally together. The enemy of my, yeah. No, seriously. You have to have an enemy. If you don't have an enemy, there's no reason for someone to be your ally.”
John Coogan Oct 24, 2024 ▶ 1:10:37 Crypto is Back Baby (ep5)
Nov 3, 2024 positive
Insight
Coogan: Correct contrarian founders must commit to their winning idea forever
“You don't want The Anderil guys being like, oh, I'm moving on to the next hot thing because I just care about doing contrarian stuff. It's like, it's okay that they've gotten, that they did the contrarian thing. They took the bet. They were correct. But now th…”
John Coogan Nov 3, 2024 ▶ 15:03 The Secret Billionaire Party (ep6)
Nov 3, 2024 bullish
Opinion
Coogan: Bullish on Alaska real estate becoming beachfront property from climate change
“I'm also, I'm always super bullish on Alaska. I got canceled on Alaska Twitter, because I was too bullish on Alaska. They were like, don't come up here, you tech idiot. Well, it was, my point was that you need to be bullish on Alaska, because if climate change…”
John Coogan Nov 3, 2024 ▶ 1:49:42 The Secret Billionaire Party (ep6)
Nov 3, 2024 positive
Insight
Coogan: LLMs let software engineers use Python for lower-level robotics languages
“I do think, though, there should be more like, intellectual flexibility between the disciplines, especially with, like just how easy LLMs translating between different languages will be, so it's like, oh, yeah, there's some sort of, like, Little bit trickier, …”
John Coogan Nov 3, 2024 ▶ 1:10:28 The Secret Billionaire Party (ep6)
Nov 6, 2024
Prediction Not checkable as stated
AI Inbox Filtering Will Scale as Fast as AI Sales Spam
“There's going to be an arms race and just as fast as the AI spam increases, like, so will the AI filtering.”
John Coogan Nov 6, 2024 ▶ 2:02:56 Trump's Secret Career (ep7)
Nov 6, 2024 positive
Insight
Dismissing Marketing Is an Engineering Mistake Because It Creates Real Value
“It's like the classic, like you know, programmer mistake of like marketing doesn't matter. In my opinion. So it's like, 90% is marketing. Let's talk about Nike. Is that a valuable company? Does that bring people joy? Is it valuable? It's 90% marketing, of cour…”
John Coogan Nov 6, 2024 ▶ 3:11:26 Trump's Secret Career (ep7)
Nov 6, 2024 neutral
Insight
Course Buyers Purchase Creator Brand Rather Than the Actual Instructional Content
“People are just buying the attitude and like the brand and it doesn't matter what the product is. You know, they can sell anything.”
John Coogan Nov 6, 2024 ▶ 2:08:52 Trump's Secret Career (ep7)
Nov 6, 2024 bullish
Opinion
Angel Studios Is One of Media's Most Underrated and Successful Companies
“And then there's that company, Angel Studios, one of the most underrated media companies that does really well.”
John Coogan Nov 6, 2024 ▶ 2:19:19 Trump's Secret Career (ep7)
Nov 6, 2024 positive
Opinion
Palantir Maintains Unmatched Talent Density for a 20-Year-Old Company
“Palantir, fantastic team. I, from some random content thing, I got a DM from a kid who just, like, graduated from some school and went to Palantir, and it was, like, still a cut above. It's a twenty-year-old company. Like, you just don't see that anywhere else…”
John Coogan Nov 6, 2024 ▶ 2:37:28 Trump's Secret Career (ep7)
Nov 12, 2024 negative
Insight
Coogan: Aspiring founders should never take comfortable corporate tech jobs
“I used to tell people, like, if you want to just be a successful entrepreneur, just never take a job. Because, like, eventually you'll have to figure it out. And like, but as soon as you say, like, I'm taking a couple years off to go work at Google or somethin…”
John Coogan Nov 12, 2024 ▶ 1:47:22 Inside JD Vance's Portfolio (ep8)
Nov 14, 2024 bullish
Prediction Not checkable as stated
Coogan: SPACs will return for certain companies pretty soon
“I fully anticipate SPACs will be back for certain companies pretty soon.”
John Coogan Nov 14, 2024 ▶ 2:39:45 Low T levels at Y-Combinator (ep9)
Nov 14, 2024 bullish
Assertion Supported
Coogan: Dave traded for $50M despite having $150M in cash
“I'm pretty sure they were trading for like, fifty million dollars, and they had like, a hundred and fifty million in cash.”
John Coogan Nov 14, 2024 ▶ 2:39:32 Low T levels at Y-Combinator (ep9)
Nov 14, 2024
Insight
Coogan: Gaming and sports expose founder character better than coffee meetings
“There's a lot of ways to expose the truth about someone through that. It's much better than just a coffee meeting, which is just vanilla.”
John Coogan Nov 14, 2024 ▶ 2:53:36 Low T levels at Y-Combinator (ep9)
Nov 14, 2024 positive
Assertion Not checkable as stated
Coogan: Pitched Blake Robbins at Benchmark while playing PUBG
“One of my favorite pitches with a VC that I ever did was with Blake Robbins when he was at Benchmark, and And we played PUBG together.”
John Coogan Nov 14, 2024 ▶ 2:52:02 Low T levels at Y-Combinator (ep9)
Nov 16, 2024 positive
Insight
Coogan: Venture capital requires risking a 5% chance the founder goes to jail
“Venture means, it needs to be, there's a 90%, there's a five percent chance this is a trillion dollar company, 90% chance it goes to zero, five percent chance the founder goes to jail, and I'm, Disgraced, and I never work again.”
John Coogan Nov 16, 2024 ▶ 53:31 What is the TRUMP BUBBLE? (ep11)
Nov 19, 2024 positive
Disclosure
Coogan: I have spent weeks actively courting journalists to write hit pieces
“I've been courting hit pieces with journalists for the last couple of weeks, talking to them just freely, just on the record, just ripping quotes, just saying whatever.”
John Coogan Nov 19, 2024 ▶ 2:25:54 Who's Getting Rich Off Ozempic? (e12)
Nov 21, 2024 positive
Opinion
Tech founders gain significant social and signaling alpha from luxury watches
“We need more technologists and founders who are watch guys. We've seen this happen with Zuck. He's rocking a fantastic FP Jorn. We know some capital allocators who were rocking Patex and Nautilus and Aquanauts at this point, but it's still under discussed and …”
John Coogan Nov 21, 2024 ▶ 2:20:17 How to Spend a Trillion Dollars Fast (ep13)
Nov 21, 2024 positive
Insight
High-ego venture capitalists provide valuable negotiation practice for young startup founders
“You know, like jokes aside, there is something very valuable about being a young founder and interacting with an extremely high ego investor, because at least there is some alignment there most of the time. So you can kind of get some reps in, deal with some s…”
John Coogan Nov 21, 2024 ▶ 1:51:31 How to Spend a Trillion Dollars Fast (ep13)
Nov 21, 2024 bullish
Insight
Tunneling unlocks highly valuable subterranean real estate beneath cities
“The very like fundamental, like economic physics, like the laws of physics around the project to me are just so obvious because it's like, you have a resource Which is essentially land underneath cities that's extremely valuable that no one has access to. So i…”
John Coogan Nov 21, 2024 ▶ 18:02 How to Spend a Trillion Dollars Fast (ep13)
Nov 21, 2024 neutral
Disclosure
John Coogan's post-Y Combinator startup burned $3,000 monthly with three founders
“Cause when you're post YC, our burn rate was three K a month for three people.”
John Coogan Nov 21, 2024 ▶ 1:05:26 How to Spend a Trillion Dollars Fast (ep13)
Nov 23, 2024 neutral
Prediction Not checkable as stated
A Top Founder Will Eventually Make Pre-Pitch NDAs a Status Symbol
“I do think this is gonna be a pendulum swing thing, though, and eventually there's gonna be the Chad founder who forces everyone to sign NDAs and makes it very embarrassing to the firms and degrades them, and it becomes a status symbol.”
John Coogan Nov 23, 2024 ▶ 51:36 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 positive
Insight
Generating Novel Ideas Is a Function of Consistently Testing Concepts
“The novel idea is a function of consistency. Like a lot of the ideas guys that we know and talk about have lots of ideas and they are consistent with their ability to create new ideas and then test them in the real world.”
John Coogan Nov 23, 2024 ▶ 1:12:59 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 negative
Opinion
The SEC Rarely Uncovers Scams First, Relying Instead on Internet Sleuths
“It's very rarely, oh, the SEC got to it first. It's usually the investigative journalist, the YouTuber, the Twitter, the posters, and then the SEC has to follow up, and it was just, like, this is completely the wrong model.”
John Coogan Nov 23, 2024 ▶ 2:10:40 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 positive
Insight
Most Founders Should Spend Considerably More Time Thinking Before Starting
“Ideas are not worthless. Most people should spend considerably more time thinking about what to work on before they start. And I couldn't agree with more, more with that.”
John Coogan Nov 23, 2024 ▶ 48:17 FACT CHECKERS vs. tech article (ep14)
Nov 30, 2024 negative
Insight
Coogan: McKinsey is garbage-in garbage-out without founder inspiration
“It's garbage in, garbage out with McKinsey. If you show up with a good plan, they're gonna deliver some good plans for you, but, The inspiration has to come from the founder.”
John Coogan Nov 30, 2024 ▶ 1:40:11 Taylor Lorenz Trades Teams (ep16)
Dec 2, 2024 positive
Insight
Coogan: Narrative and controversy drive value in art and NFTs
“Story is what drives value in art, and so the fact that Bored Ape has this controversial, there's all these conspiracy theories about it, it's very fascinating.”
John Coogan Dec 2, 2024 ▶ 2:28:10 How BILLIONAIRES dress for XMAS (ep17)
Dec 2, 2024 positive
Assertion Supported
Coogan: Red Bull was profitable by year three and paid no dividends for 13 years
“The company reached profitability in its third year and has been profitable every year since. He took no dividends for the first 13 years, reinvested everything, never IPO'd.”
John Coogan Dec 2, 2024 ▶ 39:38 How BILLIONAIRES dress for XMAS (ep17)
Dec 2, 2024 positive
Insight
Coogan: Founders must build deep personal ties with critical partners to avoid abrupt debanking
“If you have a critical partner like your bank or like your fulfillment center or some supplier, like you should be going out to dinner with them. You should be attending their, you know, kids wedding and going and really getting to know them because At the ver…”
John Coogan Dec 2, 2024 ▶ 2:03:04 How BILLIONAIRES dress for XMAS (ep17)
Dec 2, 2024 positive
Opinion
Coogan: Jane Street captures all generated value without leaking alpha
“The exact opposite of this is like Jane street. There's not a single dollar of value creation that is not captured by that firm. Right. Because there's no alpha that's leaked whatsoever”
John Coogan Dec 2, 2024 ▶ 2:10:36 How BILLIONAIRES dress for XMAS (ep17)
Dec 2, 2024 bullish
Prediction Not checkable as stated
Coogan: Uncut full-day livestreams of major figures will outgrow Bloomberg
“Whoever figures out how to do that, the livestream, full day, interview with someone big, they're gonna be bigger than Bloomberg, for sure.”
John Coogan Dec 2, 2024 ▶ 44:52 How BILLIONAIRES dress for XMAS (ep17)
Dec 2, 2024
Insight
Coogan: Flopped content has no downside because nobody saw it
“If your major post or your big moment like flops, by definition, no one saw it. So you can just take another swing.”
John Coogan Dec 2, 2024 ▶ 1:13:30 How BILLIONAIRES dress for XMAS (ep17)
Dec 11, 2024
Disclosure
Coogan: Built a custom DIY sleep tracker using an accelerometer in 2013
“In 2013, I was so into the quantified self stuff. I basically invented my own eight sleep. I took an accelerometer Hooked it to an Arduino. Strapped it to the edge of my bed, and it could track the movement of the bed, and then I'd have that talk to the intern…”
John Coogan Dec 11, 2024 ▶ 1:58:55 How we became the fastest growing podcast (ep20)
Dec 11, 2024 positive
Disclosure
Coogan: Onboarding Ramp required persistent SDR follow-ups despite knowing founders
“I was close with the ramp founders and wanted to onboard and it still took a persistent sales rep to actually be at the top of my email regularly for me to do the internal tasks just to make it happen.”
John Coogan Dec 11, 2024 ▶ 1:15:25 How we became the fastest growing podcast (ep20)
Dec 11, 2024
Insight
Coogan: Cutting government staff without deregulation will stall projects
“It just also needs to be paired with like deregulation and changing the actual laws, because if there's a law that says in order to build a road, you need a rubber stamp and they fire everyone who does the rubber stamps, well then it will still be illegal to b…”
John Coogan Dec 11, 2024 ▶ 1:02:33 How we became the fastest growing podcast (ep20)
Dec 12, 2024
Disclosure
Cognition insiders heavily coordinated text outreach to amplify the Devin launch
“When the cognition Devon GA launch happened, I got multiple texts from people who were closer to the company saying, Hey, here's the tweet. Like, can you amplify it?”
John Coogan Dec 12, 2024 ▶ 1:08:42 Billionaires XMAS list (ep21)
Dec 17, 2024 bearish
Opinion
Coogan: Google PM credential is no longer hot for aspiring founders
“And now it's kind of been like, oh, okay, Google is a place where you just go settle in. Maybe you leave and start a company if you're in the AI group. Like for the most part, like the Google PM is not as hot anymore.”
John Coogan Dec 17, 2024 ▶ 52:09 CHRISTIANITY: Why it's making a comeback (ep23)
Jan 7, 2025 positive
Insight
Physical consumer brands eventually require a personal brand partner to scale
“At some point you're going to need some sort of partnership or relationship with someone that does have a personal brand. And so that doesn't need to be you. That doesn't need to be the CEO.”
John Coogan Jan 7, 2025 ▶ 2:05:58 The END of Ski Season? (E26)
Jan 8, 2025 bullish
Prediction Held up
Coogan: S&P 500 will gain another 15% in 2025
“S and P 500 sees another 15% gain. I agree.”
John Coogan Jan 8, 2025 ▶ 38:27 How to WIN in 2025? (INSANE Predictions List)
Jan 9, 2025 neutral
Assertion Not checkable as stated
Coogan: A senior Trump official praised his 54-star flag mockup
“Someone pretty high up in the Trump administration texted me and was like, this looks great.”
John Coogan Jan 9, 2025 ▶ 59:01 Can This Man Save Los Angeles? (Rick Caruso)
Jan 9, 2025 negative
Opinion
Coogan: Paul Graham's office layout is a feng shui disaster
“The problem, of course, is that he's not in the power position. This is a feng shui disaster.”
John Coogan Jan 9, 2025 ▶ 1:40:00 Can This Man Save Los Angeles? (Rick Caruso)
Jan 9, 2025 positive
Insight
Coogan: Top Dealmakers Create Value by Playing Intermediary Arbitrage on Both Sides
“Because I think too many people think about the deal is like one way. Like I just need the tenant or I just need the bank. And really it's like, he is creating almost like an arbitrage. Like the bank wants to lend to a parking lot that has a relationship with …”
John Coogan Jan 9, 2025 ▶ 16:43 Can This Man Save Los Angeles? (Rick Caruso)
Jan 9, 2025 neutral
Prediction Not checkable as stated
Coogan: Online Virality Will Not Influence Criminal Trial Jurors
“I think the jurors are going to get in there. They're not going to care. They're not going to be extremely online. The lawyers will filter for that and voir dire.”
John Coogan Jan 9, 2025 ▶ 56:23 Can This Man Save Los Angeles? (Rick Caruso)
Jan 10, 2025 positive
Insight
Coogan: Denser urban cores reduce sprawl into fire-prone mountain zones
“If you alleviate the housing pressure by building taller buildings in the core downtown and surrounding area, Well, then you don't need to be as dense once you get up into the mountains, and that leads to less fire risks.”
John Coogan Jan 10, 2025 ▶ 1:43:34 The US GOVERNMENT Files (Time for the Truth)
Jan 10, 2025 positive
Insight
Coogan: Best Way to Remove Your Boss Is Connecting Executive Recruiters to Them
“If you want to move up and you know that it's just a corporate ladder and you just want to move up, best way to get your boss out of the picture, find a bunch of recruiters to recruit them away to a better job.”
John Coogan Jan 10, 2025 ▶ 36:50 The US GOVERNMENT Files (Time for the Truth)
Jan 10, 2025 negative
Insight
Coogan: Never Sell Your Startup Unless on Track to Be Acquirer's CEO
“I've always said this, that you should never sell your company, but if you do, you should be sure that you're on the track to be the CEO of the acquiring company.”
John Coogan Jan 10, 2025 ▶ 35:14 The US GOVERNMENT Files (Time for the Truth)
Jan 10, 2025 positive
Opinion
Coogan: Trust fund kids doing VC is better than fake philanthropy
“Also, I mean, a million times better than LARPing as a philanthropist, nonprofit person.”
John Coogan Jan 10, 2025 ▶ 1:20:25 The US GOVERNMENT Files (Time for the Truth)
Jan 10, 2025
Insight
Coogan: Growth funds connect investors with de-risked founders unlike seed funds
“The seed fund, you're talking to a lot of founders. Some of them are going to be Like, very low quality just by nature. Some of them are going to be amazing, and you get in early, and that's cool, but like, if you really just want to hang out with really inter…”
John Coogan Jan 10, 2025 ▶ 1:02:49 The US GOVERNMENT Files (Time for the Truth)
Jan 16, 2025
Insight
Coogan: Collecting physical addresses is necessary to stand out today
“You need a real Rolodex. It's not enough just to have someone's phone or email these days. You got to be able to send them physical stuff and stand out.”
John Coogan Jan 16, 2025 ▶ 1:08:02 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 positive
Disclosure
Coogan Received an Approved Patent for Breakers Capsule Nicotine Pouches
“I got my first patent approved. ... Breakers. ... First capsule nicotine pouch.”
John Coogan Jan 16, 2025 ▶ 32:22 What's Happening at SONOS (Total Disaster)
Jan 23, 2025 positive
Insight
Coogan: Online earning opportunities make Gen Z founders more business-savvy
“I think there's basically the opportunity for really young people to make more money. It's just bigger than ever, and what that means in terms of business savvy is specifically like, You get to a certain point, you're gonna have to learn about taxes, lawyers, …”
John Coogan Jan 23, 2025 ▶ 1:09:19 Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
Feb 10, 2025 positive
Insight
Coogan: Founders should leave typos in ghostwritten posts to drive engagement
“So lesson for founders, if you're, if you have somebody on your board or your cap table, who's an interesting poster, who you want to feed a tweet to let them include a bullet point, maybe even include a little spelling mistake in there. So people are like, oh…”
John Coogan Feb 10, 2025 ▶ 12:50 The BEST Super Bowl Commercial (Saquon Barkley)
Feb 19, 2025 bearish
Prediction Not checkable as stated
Coogan: Frontier AI models face diminishing marginal returns from scaling
“So my basic thesis is that, you know, we're potentially hitting diminishing marginal returns. We're going to see less gains from increase, increased scale.”
John Coogan Feb 19, 2025 ▶ 38:15 How Does GROK Compare? (Full Analysis)
Apr 6, 2025 neutral
Assertion Not checkable as stated
Coogan: Citadel equities team conducted around 2,000 CEO interviews annually
“And the equities team, when I was there, they were doing like 2000 CEO interviews a year or something, just like interviewing every single person that runs a public company, getting the temperature”
John Coogan Apr 6, 2025 ▶ 15:30 David Senra (Founders Podcast) on Studying Billionaires and Avoiding Their Mistakes
Apr 6, 2025 neutral
Assertion Supported
Coogan: Ken Griffin requires Citadel employees to read 'Good to Great'
“It's the book that it was like, it's on your desk when you joined the firm, like he requires everyone to read it.”
John Coogan Apr 6, 2025 ▶ 27:23 David Senra (Founders Podcast) on Studying Billionaires and Avoiding Their Mistakes
Apr 10, 2025 bullish
Opinion
Coogan: VC-overlooked AI wrapper layer is prime territory for indie startups
“That feels like the place to build an indie company is in the wrapper layer that's overlooked by VCs. Maybe it's not PowerLaw company, but you can build a fantastic business delivering amazing stuff.”
John Coogan Apr 10, 2025 ▶ 13:41 Why the MARKET Is More FRAGILE Than EVER | Bryce Roberts on TBPN April 7th
Jul 19, 2025 neutral
Prediction Held up
Coogan: 'Ghost ship' startup acquisitions will become an increasingly common pattern
“I don't think this will be the last go ship we see. I think it's like a new pattern and we're just going to see this more and more.”
John Coogan Jul 19, 2025 ▶ 1:01:03 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Aug 2, 2025 negative
Insight
Coogan: Returning Founders Must Avoid Publicly Disparaging Ousted CEOs
“If you are, especially if you're a founder and you're going back into a company where you've hired a CEO you should be, you should probably not be talking about that. See that CEO. Because if you come out and say they were not good and that's why I had to step…”
John Coogan Aug 2, 2025 ▶ 15:30 Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
Aug 12, 2025 negative
Opinion
Coogan: People disbelieve Grok because they think it is insane
“Yeah, but this is four-D chess, because in general, people don't believe Grok, because they believe it to be insane.”
John Coogan Aug 12, 2025 ▶ 9:39 BREAKING: Sam Altman VS Elon Musk
Nov 13, 2025 neutral
Assertion Supported
Coogan: YC applications are intended to be unedited one-minute webcam videos
“You're supposed to just turn on the webcam and basically just talk for one minute. That's how you apply to YC. Yeah. You're supposed to just one shot at no editing because they don't want it to turn into, oh, to apply to YC, you spend two weeks doing an edited…”
John Coogan Nov 13, 2025 ▶ 12:17 Wednesday’s Diet TBPN
Nov 15, 2025 neutral
Assertion Supported
Coogan: Hovering a two-ton car requires megawatt power and drains batteries in minutes
“The question is if you reverse the fans for lift you need a lot more rotor area and near megawatt power to hover a two ton sedan. Even if you could supply it, the battery would give only a few minutes before thermal or energy limits intervene.”
John Coogan Nov 15, 2025 ▶ 23:36 Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN
Nov 22, 2025 positive
Opinion
Coogan: The profitability of being an AI 'slop farmer' is underrated
“You don't want to be at the, you don't want to be the pig at the slop trough, although sometimes, you know, maybe the profitability of being a slop farmer is underrated.”
John Coogan Nov 22, 2025 ▶ 2:03 The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
Nov 22, 2025 bearish
Opinion
Coogan: Every Financing Round Questions AI Investment Growth and Froth
“The elephant in the room is, is in every conversation, every, every financing round at this point is, is this deal predicated on A continuation of exponential growth in investment, in everything, like how much more, how risky is this relative to the amount of …”
John Coogan Nov 22, 2025 ▶ 11:50 The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
Nov 25, 2025 positive
Disclosure
Coogan switched to daily driving the Gemini iOS app for knowledge retrieval
“I switched to daily driving Gemini on iOS as the main app that I go to for all the different knowledge retrieval requests.”
John Coogan Nov 25, 2025 ▶ 1:40 Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
Nov 25, 2025 bullish
Disclosure
Coogan pays $250 monthly for Google Veo 3 due to lacking competition
“VO three was the moment when I was like, okay, they got something that nobody else has. I got a fork over two 50 a month.”
John Coogan Nov 25, 2025 ▶ 1:23 Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
Dec 20, 2025
Prediction Not checkable as stated
Coogan: 2026 will be the year of AI inference speed over intelligence
“Hot take, maybe, 20, 26 is the year of speed. Maybe customers cannot tell the difference between a 120 IQ chatbot, a 130 IQ chatbot, a 140 IQ chatbot.”
John Coogan Dec 20, 2025 ▶ 21:49 TBPN Year in Review
Feb 3, 2026 negative
Assertion Not checkable as stated
Coogan: Top viral Moltbook screenshots are fake or promotional stunts
“I looked into the three most viral screenshots of Moldbook Agents discussing private communication. Two of them were linked to human accounts, marketing AI messaging apps. And the other is a post that doesn't exist.”
John Coogan Feb 3, 2026 ▶ 16:24 Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
Feb 3, 2026 negative
Opinion
Coogan: Running Moltbook Locally Puts Private Data at High Risk
“I definitely do not recommend people run this stuff on their computers. I ran mine in an isolated computing environment, and even I was scared. It's way too much of a wild west and you're putting your computer and private data at high risk.”
John Coogan Feb 3, 2026 ▶ 13:15 Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
Feb 3, 2026 positive
Insight
Coogan: AI vibe coding replaces weeks of open-source hacking for rapid builds
“It used to be that if you wanted to, For credit, you had to find some like open source projects, somebody who had spent like weeks rebuilding the functionality, and then you could do it, but you couldn't generate all the content. So like it would be really, re…”
John Coogan Feb 3, 2026 ▶ 15:43 Moltbook and the Zombie Internet
Feb 10, 2026 positive
Opinion
Coogan: The X algorithm now penalizes external links less
“But also I just think that the whole X algorithm is less punishing to links these days, which is exciting.”
John Coogan Feb 10, 2026 ▶ 3:52 Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
Feb 18, 2026 neutral
Prediction Not checkable as stated
Coogan: Frontier AI will remain a long-term oligopoly of three labs
“And also it sort of explains why a lot of the VC firms are getting in multiple companies because they don't think it's going to be winner take all anymore. They think it's going to be much more oligopolistic for the longterm, and there will be competition betw…”
John Coogan Feb 18, 2026 ▶ 6:22 The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
Feb 24, 2026 bullish
Insight
Coogan: Open-source SaaS alternatives have existed for decades without gaining adoption
“There's this whole idea that, like, you'll be able to build your own, like, CRM or your own ERP and vibe code it, and open source CRMs exist. There's one called Sweet CRM, there's Odo, there's ERP Next. Like, there are open source alternatives to Almost every …”
John Coogan Feb 24, 2026 ▶ 9:08 Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
Feb 25, 2026 bearish
Prediction Not checkable as stated
Coogan: AI-generated Hollywood films are ten years away, not one or two
“And maybe that's possible, but I have a feeling that it's just like, it's not a year away, it's not two years away, it's a little bit farther, still on the ten-year camp, still on the Kurzweil timelines”
John Coogan Feb 25, 2026 ▶ 6:32 What The Citrini Selloff Says About the Stock Market
Feb 27, 2026 positive
Assertion Supported
AI music startup Suno reaches $300 million in annual recurring revenue
“Suno just announced that they're selling three hundred million in ARR for AI music.”
John Coogan Feb 27, 2026 ▶ 9:45 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Mar 7, 2026 bullish
Opinion
Coogan: GPT-5.4 capabilities mark the official start of the singularity
“When an expert of this caliber says the singularity has just happened, we are officially in a new era of science.”
John Coogan Mar 7, 2026 ▶ 2:59 OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
Mar 14, 2026 bullish
Assertion Supported
Coogan: Cursor hit $2B ARR and is growing 25% month-over-month
“I mean, I just, we just saw this with cursor. Everyone's like, cursor's over, it's dead. And then you see, okay, well, they just hit 20 two billion ARR. Oh, growing 25% month over month.”
John Coogan Mar 14, 2026 ▶ 8:32 Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
Mar 19, 2026 neutral
Assertion Not checkable as stated
Most re-industrialization venture funds cap out at a few hundred million.
“Most of the funds that we talked to that are in that category are fifty million, a couple hundred million, certainly nothing at this scale.”
John Coogan Mar 19, 2026 ▶ 30:22 Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
Mar 23, 2026 neutral
Assertion Supported
Coogan notes Andrew McCalip estimates a 1GW space data center at $50B
“The cost of a one gigawatt data center in space, he pegged it at fifty billion.”
John Coogan Mar 23, 2026 ▶ 35:53 Elon's Moon Mass Driver: Here's How He'll Do It
Apr 1, 2026 bullish
Prediction Not checkable as stated
Coogan: Creating meme software will soon require just smartphone prompts
“Increasingly it's going to be More and more, just like a few prompts on your phone to get the piece of software that is that meme.”
John Coogan Apr 1, 2026 ▶ 7:04 AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
Apr 1, 2026 bullish
Prediction Not checkable as stated
Coogan: Software and interactive games will become the next meme format
“And I think the next version of this is like software as a meme. S-A-A-M, something like that.”
John Coogan Apr 1, 2026 ▶ 6:30 AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
Apr 2, 2026 neutral
Assertion Not checkable as stated
Founders Fund's first deal post-ChatGPT was OpenAI's late 2022 round
“When I joined Founders Fund the very first deal that I saw in motion at Founders Fund was the post ChatGPT round in OpenAI in late twenty-twenty-two, early twenty-twenty-three.”
John Coogan Apr 2, 2026 ▶ 8:04 OpenAI Acquires TBPN
Apr 3, 2026 neutral
Assertion Supported
Coogan: MedV Generated $401M in Revenue in Its First Full Year
“In twenty-twenty-five, Medvy's first year in business, the company generated four, or the first full year in business the company generated four hundred and one million dollars in sales.”
John Coogan Apr 3, 2026 ▶ 27:31 Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN
Apr 3, 2026 positive
Assertion Supported
Coogan: Two-Person Startup MedV Is on Track for $1.8B in Sales
“Like one year in, maybe he hires his only employee, his younger brother, Elliot. This year they're on track to do 1.8 billion dollars in sales.”
John Coogan Apr 3, 2026 ▶ 28:17 Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN
Apr 6, 2026 neutral
Assertion Not checkable as stated
Coogan: Influencers with medical credentials command much higher ad rates
“I know that a lot of companies that partner with doctors, even just to sell, like, skin care, supplements, sunscreens, really anything, the rate to advertise with an influencer who's a Who actually has some sort of medical credential is, like, way higher.”
John Coogan Apr 6, 2026 ▶ 16:43 The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
Apr 23, 2026 neutral
Assertion Supported
Microsoft offers early retirement packages to 7% of its workforce
“I saw Microsoft was doing something similar. They're offering early retirement to something like seven percent of the workforce trying to lean out a little bit.”
John Coogan Apr 23, 2026 ▶ 13:36 Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
Apr 28, 2026 neutral
Prediction Not checkable as stated
Coogan: Next phase of Hollywood AI will be tool-driven VFX.
“And so, the business case for AI video is still a little bit more narrow, and I think it will be Tucked in the tool section. I was yeah, looking a lot at, like, the Aflac project that he sold to Netflix, and some of the background replacements, some of the VFX…”
John Coogan Apr 28, 2026 ▶ 14:41 In-Car Surveillance is Coming | Diet TBPN
May 15, 2026 positive
Insight
Coogan: Anti-hallucination instructions in AI prompts are no longer necessary
“I've completely dropped out of the whole, like, don't make mistakes, don't hallucinate. I feel like all that's been either baked into the pre-training or post-training, or it's like even in the system prompt already.”
John Coogan May 15, 2026 ▶ 5:13 SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
Jun 13, 2026 negative
Insight
Coogan: Subjective feeling is better than sleep tracker scores
“You want to track your sleep? Like, are you sleepy? Like, think about it. Come up with an answer. That's your sleep score.”
John Coogan Jun 13, 2026 ▶ 32:49 🚀 SpaceX IPO Liftoff | Diet TBPN
Jul 7, 2026
Assertion Not checkable as stated
Coogan: Flew early drone through Dodger Stadium fireworks before regulations
“I have some crazy video of the fireworks show at Dodger Stadium before there were regulations around drones. I had one of the first drones and I flew it like through the fireworks and then spectacular footage.”
John Coogan Jul 7, 2026 ▶ 3:05 XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
Sep 9, 2026 bullish
Insight
Coogan: Productivity-enhancing tech almost always drives net hiring in competitive markets
“Knowing nothing else, this should be your prior, because this is how productivity in competitive markets almost always works. A new technology comes out, it supports investment, it enhances productivity, everyone hires to go after all the different, ah, battle…”
John Coogan Sep 9, 2026 ▶ 28:17 OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN
Sep 10, 2026
Insight
John Coogan: Concrete narratives communicate AI risk better than abstract percentages
“It's so easy to condense a PDOOM down to a single number, but I think people like stories. They want something that actually illustrates the chain of events that lead to the bad scenario, as opposed to these vague things where it's like, I have a lot of author…”
John Coogan Sep 10, 2026 ▶ 9:39 AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN
Sep 12, 2026 neutral
Opinion
Coogan: AI clusters will be trackable from space via heat signatures
“Everyone is sort of with the consensus that it's going to be a big building with a lot of energy, big heat signature, definitely visible from space and pretty simple to track at least in the short term until people start building crazy underground facilities.”
John Coogan Sep 12, 2026 ▶ 9:28 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
Sep 12, 2026 negative
Opinion
Coogan: AI doom concerns are largely contained to frontier labs
“The doom is very much contained to the frontier lab work. Everyone in the application layer who's applying the models, diffusing them, they're like, I just, I can't get this thing to work right. I gotta get forward deployed engineers to teach people how to use…”
John Coogan Sep 12, 2026 ▶ 20:03 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
Sep 12, 2026 neutral
Opinion
Coogan: Debating exact p(doom) percentages and extinction mechanics is a sideshow
“The conversation definitely gets dragged down into PDOOM estimates and trying to narrow down exactly how a human extinction scenario plays out, and that can be that can, I feel like that's almost a sideshow. Because in a democratic society, in, amongst humanit…”
John Coogan Sep 12, 2026 ▶ 11:11 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
Sep 12, 2026 neutral
Opinion
Coogan: Paul Christiano's portfolio bets on AI success, not doom
“This doesn't seem like a doom based bet. This seems like this bet also pays out in just like the good ending and like AI. Is real and delivers value. So your AI bets perform well, the market performs well, and money slides from US debt to data centers and AI b…”
John Coogan Sep 12, 2026 ▶ 23:50 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
Sep 12, 2026 negative
Prediction Not checkable as stated
Coogan predicts pushback against AI regulation that favors top ten incumbents
“You're going to see a lot of pushback from people who are like the regulatory stuff is going to be like these 10 companies and I'm going to be number 11 and I'm basically getting the corporate death penalty then because I didn't make the cut to be one of the r…”
John Coogan Sep 12, 2026 ▶ 18:15 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
Sep 12, 2026 neutral
Assertion Not checkable as stated
Coogan: Sanders' definition of superintelligence matches goals of 17 AI companies
“It sounds like the mission statement. It sounds like the explicit goal of like, 17 different companies right now.”
John Coogan Sep 12, 2026 ▶ 16:34 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
Sep 12, 2026 positive
Opinion
Coogan: Panic over AI slowdowns is unconvincing given existing capability overhang
“For most of these slowdown proposals, I personally have a hard time blackpilling about them, in the sense of, like, if the, if all of this gets implemented, how frustrated will I be? Like, the models are good. I would like better models. I want safe models, bu…”
John Coogan Sep 12, 2026 ▶ 12:29 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
Sep 12, 2026
Insight
Coogan: Lacking a bunker does not disprove belief in AI doom
“So if you think it's so totalizing, then you don't make the bunker. And so saying, hey, you don't have a bunker is not proof that the person doesn't believe what they're saying.”
John Coogan Sep 12, 2026 ▶ 22:47 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
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