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The Ridge

also referred to as: ridge · ridge wallet

15 statements across 5 episodes · 9 bullish · 1 bearish · 4 people on the record · first statement Nov 14, 2024 by Jordi Hays · said 87 times in 25 episodes since 2024 · across every show →

Mentions by year

brought up most by Jordi Hays (40), John Coogan (19), Sean Frank (1), Conor Macdonald (1)

tap a year for its mentions
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2026 6 mentions in 6 episodes 1 per episode
2025 59 mentions in 10 episodes 6 per episode
2024 22 mentions in 9 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about The Ridge, oldest first

Nov 14, 2024 neutral
Assertion Not checkable as stated
Hays: Ridge Spent Around $250M on Meta Ads Before Collaborating with MKBHD
“Ridge basically had spent probably two hundred and fifty million dollars on meta ads before they ever did a collaboration with like MK. MKBHD.”
Jordi Hays Nov 14, 2024 ▶ 1:14:46 Low T levels at Y-Combinator (ep9)
Nov 14, 2024 positive
Insight
Coogan: Sponsoring a Curated Roster of Influencers Defines Your Brand
“If you're thinking about building your brand, just put together a mood board of popular influencers, and then just go and sponsor them, and then that will be your brand.”
John Coogan Nov 14, 2024 ▶ 1:17:00 Low T levels at Y-Combinator (ep9)
Dec 11, 2024 bullish
Assertion Not checkable as stated
Hays: Ridge generates more revenue and EBITDA than most Series C startups
“They do significantly more revenue than most Series C startups. That's true. And infinite more EBITDA, so.”
Jordi Hays Dec 11, 2024 ▶ 1:33:52 How we became the fastest growing podcast (ep20)
Jan 7, 2025 positive
Assertion Supported
Ridge generates hundreds of millions in revenue with zero outside capital
“Yeah, they haven't raised a dollar, and they've just grown that business, and grown it, and now it's doing I think hundreds of millions of dollars, right, Jordy?”
John Coogan Jan 7, 2025 ▶ 58:47 The END of Ski Season? (E26)
Mar 24, 2025 bullish
Disclosure
Frank: Ridge Wallet is spending more on Meta now than in December
“Like last year meta did not work and we are giving so much of our money to the big blue beast. And we're spending more today than we spent in December, right?”
Sean Frank Mar 24, 2025 ▶ 8:25 Sean Frank talks about Meta monetizing WhatsApp, Ridge Wallet, and the downfall of Solo Brands.
Mar 24, 2025
Disclosure
Frank: Ridge is freezing hiring and distributions due to tariff uncertainty
“What that leads to is just me hoarding capital right now. Like I'm not going to do distributions. I'm not going to hire anybody.”
Sean Frank Mar 24, 2025 ▶ 2:50 Sean Frank talks about Meta monetizing WhatsApp, Ridge Wallet, and the downfall of Solo Brands.
Mar 24, 2025
Disclosure
Sean Frank: Ridge has spent over $250M on Meta advertising
“I think I'm at, you know, over a quarter billion dollars in meta spend.”
Sean Frank Mar 24, 2025 ▶ 13:04 Sean Frank talks about Meta monetizing WhatsApp, Ridge Wallet, and the downfall of Solo Brands.
Mar 24, 2025
Disclosure
Frank: Ridge US factory produces 20k units monthly against 50k sales
“Ridge has been working on our U S factory and our capacity for like two and a half years. And I can currently make 20,000 units a month. Okay. I sell. 50,000 units a month.”
Sean Frank Mar 24, 2025 ▶ 2:22 Sean Frank talks about Meta monetizing WhatsApp, Ridge Wallet, and the downfall of Solo Brands.
Mar 24, 2025
Disclosure
Frank: Klarna or Affirm paid Ridge $50,000 for checkout integration
“All of those providers would pay you money to actually add it to the website. So I think it was either Klarna or a firm gave us 50,000 dollars to have it as an option on that.”
Sean Frank Mar 24, 2025 ▶ 15:53 Sean Frank talks about Meta monetizing WhatsApp, Ridge Wallet, and the downfall of Solo Brands.
Mar 24, 2025 positive
Disclosure
Frank: Affirm accounts for roughly 15% of Ridge Wallet purchases
“Surprisingly, we see a large percentage of our purchases go through a firm. It's probably 15% of all purchases are running through a firm.”
Sean Frank Mar 24, 2025 ▶ 14:33 Sean Frank talks about Meta monetizing WhatsApp, Ridge Wallet, and the downfall of Solo Brands.
Mar 24, 2025 positive
Assertion Supported
Ridge uses Icon AI video editor to stitch footage for targeted concepts
“Icon's been cool in that because it is basically an AI video editor. We can say, Hey, we want a concept to appeal to 40 year old men in flyover states, and it will put together A concept and kind of piece together and stitch together the content to do that.”
Conor Macdonald Mar 24, 2025 ▶ 11:08 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
Mar 24, 2025 positive
Insight
Putting sweepstakes vehicles in YouTube creator videos boosts performance 3x
“Hey, if we can get the car in a YouTube creators video, things just perform like three times as well, which is like no real surprise.”
Conor Macdonald Mar 24, 2025 ▶ 13:17 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
Mar 24, 2025 bearish
Prediction Not checkable as stated
LLMs won't be a 10X ad platform for discovery-driven DTC brands
“Probably I wouldn't say a 10 X ad platform. I think the important distinction is like there are certain brands and industries that benefit from like these high intent channels, right? You are looking for a mattress or you are looking for insurance. They're the…”
Conor Macdonald Mar 24, 2025 ▶ 8:36 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
Mar 24, 2025 positive
Disclosure
Ridge is pivoting from broad creator sponsorships to deeper long-term integrations
“We've sponsored thousands of creators and billions of views, and now our goal is to just do deeper integrations with creators over longer periods of time.”
Conor Macdonald Mar 24, 2025 ▶ 16:18 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
Mar 24, 2025 positive
Disclosure
Ridge completes creative concepting 5x to 10x faster using Claude
“The further upstream parts of the creative process, the concepting, the briefing is, we're probably doing five, 10 times faster, and probably more, with more novelty than we were otherwise, just because it's easier to ideate with something like, we use Claude …”
Conor Macdonald Mar 24, 2025 ▶ 10:26 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
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