Samsung

includes Samsung Electronics, Samsung Display, Samsung Galaxy, Samsung Galaxy Unpacked, Samsung Gear VR

11 statements across 8 episodes · 6 bullish · 0 bearish · 4 people on the record · first statement Sep 27, 2025 by John Coogan · said 103 times in 43 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (37), Jordi Hays (7), Mark Gurman (5), Tae Kim (3), Casey Neistat (3), Mike Isaac (2), David Tisch (2), Kevin Espiritu (1)

tap a year for its mentions
004015803020252026episodesmentions
0153020252026episodes it came up in
001.51533020252026episodesmentions per episode
2026 77 mentions in 28 episodes 3 per episode
2025 26 mentions in 15 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Samsung, oldest first

Sep 27, 2025 neutral
Assertion Supported
Coogan: Intel, TSMC, and Samsung invested $6.8B in ASML in 2012
“ASML, the Dutch company, they did what's called a customer co-investment program. Where Intel, TSMC, and Samsung pitched in 6.8 billion dollars across R&D funding and equity purchases in the company in order to help pull in order to help ASML. This is 2012.”
John Coogan Sep 27, 2025 ▶ 18:26 Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
Nov 4, 2025 neutral
Prediction Partly held up
Gurman: Google to launch smart glasses with Samsung and Warby Parker
“What you're going to see is Google come into this space, too. They're going to launch, you know, their smart glasses with Samsung in a few months, their glasses with Warby Parker and a few other glasses brands in a few months, and there's going to be a lot of …”
Mark Gurman Nov 4, 2025 ▶ 30:56 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Nov 4, 2025 neutral
Insight
Gurman: iPhone Air is a stepping stone to a foldable iPhone
“It's a technology exercise to really set the stage for an eventual foldable iPhone. They have to create thinner form factors, thinner batteries, more advanced materials like titanium for the casing in order to create something like the foldable phone to compet…”
Mark Gurman Nov 4, 2025 ▶ 8:36 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Feb 27, 2026 positive
Assertion Supported
Samsung becomes the first South Korean company to reach $1T market cap
“Samsung becomes the first Korean company to reach a one trillion dollar market cap over on companiesmarketcap.com.”
Jordi Hays Feb 27, 2026 ▶ 11:16 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Mar 16, 2026 positive
Disclosure
Espiritu: Epic Gardening licensed 200 hours to Samsung FAST channel
“We have a Samsung fast channel now that we're, we've licensed 200 hours, hopefully, hopefully more soon.”
Kevin Espiritu Mar 16, 2026 ▶ 19:42 FULL INTERVIEW: Kevin Espiritu on Growing Epic Gardening
Mar 19, 2026 positive
Assertion Supported
Samsung supplies HBM to Nvidia for H100 and Blackwell systems
“Semiconductors still make up 30 to 40% of their business and they supply HBM to NVIDIA for the H-one hundred and Blackwell systems.”
John Coogan Mar 19, 2026 ▶ 1:24 Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
Mar 19, 2026 bullish
Assertion Supported
Samsung is investing $70B to advance its semiconductor fabrication capacity
“Samsung is investing seventy billion dollars to advance their fab capacity.”
John Coogan Mar 19, 2026 ▶ 0:27 Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
Mar 19, 2026 neutral
Assertion Supported
US probe found 3.2M Tesla FSD vehicles run on Samsung chips
“And according to a U S regulatory probe, there were 3.2 million vehicles, Teslas on the road in America with FSD systems that were basically all running Samsung chips inside.”
John Coogan Mar 19, 2026 ▶ 2:55 Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
Jun 27, 2026 neutral
Assertion Supported
Coogan: Qualcomm manufactures chips for Meta, Snap, and Samsung smart glasses
“Zaid, who heads the division of Qualcomm, responsible for making the chips that go into the meta the meta, Snap, and Samsung smart glasses.”
John Coogan Jun 27, 2026 ▶ 15:53 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Jul 11, 2026 bullish
Assertion Supported
Coogan: SK Hynix Korean shares gained over 600% in one year
“SK Hynix, Samsung, and US-based Micron dominate the global memory market, and SK Hynix Is Korean listed shares are up over 600% in the past year.”
John Coogan Jul 11, 2026 ▶ 1:18 GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
Aug 11, 2026 positive
Assertion Partly supported
Coogan: Samsung and SK Hynix Chip Engineers Expect $400K–$500K Bonuses
“Samsung employees are expected to receive average bonuses of roughly 400,000 dollars this year. While SK Hynix workers could average closer to 500,000 dollars”
John Coogan Aug 11, 2026 ▶ 27:23 Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
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