Morgan Stanley
5 statements across 5 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Mar 17, 2025 by Logan Bartlett · said 58 times in 30 episodes since 2024 · across every show →
Mentions by year
brought up most by John Coogan (28), Will Brown (4), Logan Bartlett (2), Jordi Hays (2), Thomas Laffont (1), Tae Kim (1), Sam Lessin (1), Gavin Baker (1)
tap a year for its mentions
2026 31 mentions in 17 episodes 2 per episode
- Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
- Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet TBPN
- Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN
- SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
- Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
- SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
- RSI Is Closer Than People Think, Per Tae Kim
- Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- 9 more episodes that year, every mention in 2026 →
2025 21 mentions in 10 episodes 2 per episode
- Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- Perplexity's Offer to Buy Google Chrome for $34.5 BILLION Explained
- Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- Logan Bartlett talks about the history of VC, current sentiment, and are we back to 2021?
- Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- Meta Poaches OpenAI Engineers
- Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
- 2 more episodes that year, every mention in 2025 →
2024 6 mentions in 3 episodes 2 per episode
Everything said about Morgan Stanley, oldest first
Mar 17, 2025 bearish
Bartlett: Morgan Stanley conference saw most negative market sentiment since COVID
“I heard some Morgan Stanley equity research person said that coming out of their conference, which is a week ago, they said it was the most negative sentiment that he had heard. I think with the exception of the onset of COVID in the last 10 years from people …”
Apr 26, 2025
Jan 23, 2026 bullish
May 22, 2026 neutral
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…”