Silicon Valley

26 statements across 23 episodes · 6 bullish · 11 bearish · 14 people on the record · first statement Nov 14, 2024 by John Coogan · said 391 times in 174 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (129), Jordi Hays (46), Delian Asparouhov (11), Brian Chesky (6), Samuel Hammond (4), Martin Shkreli (4), Marc Andreessen (4), Katie Haun (4)

tap a year for its mentions
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050100202420252026episodes it came up in
002.5505100202420252026episodesmentions per episode
2026 86 mentions in 54 episodes 2 per episode
2025 213 mentions in 98 episodes 2 per episode
2024 92 mentions in 22 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Silicon Valley, oldest first

Nov 14, 2024 positive
Opinion
Coogan: Silicon Valley Enables Rapid Youth Advancement Unlike Manhattan Finance
“Wall Street was definitely this idea that you could go to Wall Street and finance in New York and in your twenties, make it to the top. And that's at 100% true in Silicon Valley in tech, even today. But I don't think it's been true in Manhattan finance for dec…”
John Coogan Nov 14, 2024 ▶ 1:27:08 Low T levels at Y-Combinator (ep9)
Nov 16, 2024
Insight
Coogan: Silicon Valley Alpha Came from Backing 19-Year-Old Founders
“A huge portion of the alpha that was generated in Silicon Valley from the year 2000 onward was literally just saying, yeah, it doesn't matter if you're a 19 year old kid, we can, we trust you with a million dollars to go build something.”
John Coogan Nov 16, 2024 ▶ 13:45 What is the TRUMP BUBBLE? (ep11)
Nov 19, 2024 positive
Opinion
Coogan: Gwern Is One of Silicon Valley's Most Impactful Intellectuals
“He's been living this very aesthetic life just reading and consuming content, rabbit holing, you know, one of the best online writers, one of the, one of like the most impactful intellectuals in Silicon Valley.”
John Coogan Nov 19, 2024 ▶ 1:27:53 Who's Getting Rich Off Ozempic? (e12)
Nov 19, 2024 negative
Opinion
Hays: VC pitch meetings in saunas lead Silicon Valley down a dark path
“This is a good example of, like, where Silicon Valley could go down, like, kind of a dark path where VCs are like, yeah, just meet me in the sweaty spa. Like, if you say, like, meet me at the sweaty spa, there's, like, a big aversion to that, but for some reas…”
Jordi Hays Nov 19, 2024 ▶ 2:00:21 Who's Getting Rich Off Ozempic? (e12)
Dec 6, 2024
Insight
Hays: Post-economic founders should build their life's work at 40 or 50
“There's this common trend in Silicon Valley where somebody hits 35, and they're kind of maybe post-economic, and they just kind of start floundering around, and it's like, no, that's when you should go do your life's work. 40, do it at 45, 50, whatever, it doe…”
Jordi Hays Dec 6, 2024 ▶ 2:16:23 Inside Facebooks Secret "Red Book" (ep18)
Dec 11, 2024 negative
Opinion
Hays: Silicon Valley promotes psychedelics despite severe schizophrenia risks
“There's huge, huge, huge downsides to those substances, and there's too much in Silicon Valley, like, at least when I was in college, Tim Ferriss would be promoting, like, various psychedelics on his show to the super wide audience, and these are really, reall…”
Jordi Hays Dec 11, 2024 ▶ 1:31:52 How we became the fastest growing podcast (ep20)
Dec 14, 2024 neutral
Insight
Coogan: Tech markets are always viewed as either a bubble or a crash
“You're always in a bubble. You're either in a crash or a bubble. There's no normal time.”
John Coogan Dec 14, 2024 ▶ 37:23 Surviving a VC Holiday Party (ep22)
Dec 17, 2024 neutral
Assertion Not checkable as stated
Hays: High-profile venture capitalists never publicly practiced religion a decade ago
“Even 10 years ago, you just wouldn't have seen a high-profile GP Be involved with religion.”
Jordi Hays Dec 17, 2024 ▶ 8:30 CHRISTIANITY: Why it's making a comeback (ep23)
Dec 17, 2024 bearish
Opinion
Hays: Silicon Valley holiday party euphoria is potentially a market top signal
“Saturday night felt like the top, right? Like the vibes were incredible. Everybody was just on top of the world. Great night clear, you know, potentially a top signal.”
Jordi Hays Dec 17, 2024 ▶ 5:00 CHRISTIANITY: Why it's making a comeback (ep23)
Dec 17, 2024 positive
Insight
Coogan: VCs Can No Longer Dismiss Founders for Being Christian
“No VC can write you off as a founder because you're a Christian, because there are now enough people who are serious that you won't be, you can wear it on your sleeve, whereas before people used to hide it, clearly.”
John Coogan Dec 17, 2024 ▶ 24:26 CHRISTIANITY: Why it's making a comeback (ep23)
Dec 31, 2024 neutral
Assertion Supported
Hayes: 'VCs for Kamala' Website Listed Around 100 Major Silicon Valley VCs
“Based Baron posted yesterday screenshots of all the VCs that were VCs for Kamala as a website, the website since been scrubbed, but there were probably a hundred names up there from many of the biggest firms in the Valley, people that were backing it.”
Jordi Hays Dec 31, 2024 ▶ 6:28 Year of Tech in Review (ep25)
Feb 5, 2025 neutral
Assertion Supported
Silicon Valley Investors Initially Passed on Funding Herculaneum Scroll Deciphering Project
“He invited seals out to California for an event where Silicon Valley types get together and share big ideas. This is like the perfect thing to send this guy to. Sales gave a short presentation on the scrolls to the group, but no one bit.”
John Coogan Feb 5, 2025 ▶ 19:50 BREAKING: DOGE Just Added a GAME CHANGER
Mar 9, 2025 negative
Insight
Giffon: Silicon Valley only offers one product: primary growth capital
“There's basically one product in Silicon Valley and it's like primary growth capital. And you know, once these markets become bigger and more liquid, more efficient, there needs to be a different kind of different just as there is in wall street or like on the…”
Jeremy Giffon Mar 9, 2025 ▶ 15:04 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.
Mar 15, 2025 negative
Opinion
Wealthy founders retiring into passive angel investing is a moral failure
“And they've taken, like, the route of Big Head in Silicon Valley, the HBO show, where they're just kind of, like, resting, investing, just kind of chilling out, making lifestyle decisions while writing angel checks. And that feels like a real moral failure of …”
Trae Stephens Mar 15, 2025 ▶ 20:21 Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
Mar 17, 2025 negative
Assertion Not checkable as stated
Rosenberg: Messenger bots failed because LLMs were seven years away
“So I was running the product for the developer platform at Facebook, which was like AI bots, messenger bots. It's like the hottest thing in Silicon Valley for like four months before everyone realized it didn't work because we were seven years away from LLMs a…”
Seth Rosenberg Mar 17, 2025 ▶ 3:56 The GREAT VC AI DEBATE between Slow Ventures and Greylock Partners.
Mar 24, 2025 bullish
Assertion Supported
Mercor scaled from $1M to $100M in revenue in two years
“And then fast forward two years, we scaled from one to a hundred million in revenue, and so we're only 21 and running this really exciting company that's working with most of the most prominent companies in Silicon Valley.”
Brendan Foody Mar 24, 2025 ▶ 1:14 Brendan Foody on using AI to predict job performance and scaling from $1M to $100M in 11 months
Mar 24, 2025 negative
Assertion Not checkable as stated
Coogan: Standard YC playbook dilutes founders to single-digit equity
“The standard YC playbook, for example, is like you get three co-founders, you split it equally, then immediately YC takes 10%, then it's like back to back to back 20% rounds, you're diluted down to a few percent.”
John Coogan Mar 24, 2025 ▶ 14:45 David Senra on Nvidia, Jensen Huang, and Being a Great Founder.
Mar 24, 2025 negative
Opinion
Maguire: Nation-state espionage in Silicon Valley far exceeds public perception
“I think that nation state espionage in Silicon Valley has been much Much bigger scale than people have understood for at least the last decade, and probably beyond that.”
Shaun Maguire Mar 24, 2025 ▶ 21:13 Shaun Maguire breaks down Wiz investment, building great teams, and the Everything App.
Mar 25, 2025 bullish
Insight
Masad: New SaaS founders should abandon focus and build multi-product compound companies
“So I think if you're starting a SaaS business today, you want to go against the Silicon Valley dogma of focus. You want to build a Chinese style company, which is I think what Rippling is doing.”
Amjad Masad Mar 25, 2025 ▶ 18:57 Amjad Masad on Replit, AI Agents, and the Death of Traditional Software.
Mar 28, 2025 positive
Opinion
Reed: Silicon Valley is ethical; bad behavior comes mostly from outsiders
“By and large, people are, like, good and ethical in the Valley. Like, it's a pay it forward place. It's a repeat game. I think there's a reason why a lot of the, you know, bad behavior comes from people who aren't from Silicon Valley.”
Andrew Reed Mar 28, 2025 ▶ 20:41 Andrew Reed on Sequoia and How to Be a World-Class VC
Apr 10, 2025 negative
Opinion
Huber: Silicon Valley tends to be extremely intellectually shallow
“Silicon Valley has a tendency to be sort of extremely intellectually shallow. This is both a strength and a weakness of the Valley, to be clear.”
Jeff Huber Apr 10, 2025 ▶ 0:56 The Most UNDERRATED Use Case in AI | Jeff Huber on TBPN April 8th
Apr 26, 2025 neutral
Assertion Partly supported
Asparouhov: Silicon Valley political donations were 85% Democratic by dollars
“If you look at, like, you know, donations, Silicon Valley, qua Silicon Valley was still, like, 85%, you know, Democrat, you know, by, on a dollar's basis.”
Delian Asparouhov Apr 26, 2025 ▶ 7:32 How Tech Can Save America | Delian Asparouhov on TBPN
Apr 28, 2025 negative
Opinion
Partovi: Tech industry pressure to drop out of college is unhealthy
“Having said that, I think there's way too much of a emphasis on you have to drop out and you're not good enough if you don't drop out. Among Silicon Valley, obviously not everywhere, but in the tech industry, I think that can be a little unhealthy.”
Ali Partovi Apr 28, 2025 ▶ 4:47 Missing PayPal and Google Made Him a Better Investor | Ali Partovi on TBPN
Aug 2, 2025 neutral
Assertion Supported
Coogan: Zuckerberg Is Using Leaked AI Researcher List to Recruit
“This was of course, based on the list, which apparently has been going around Silicon Valley. Mark Zuckerberg has been, you know, using this to recruit top AI researchers.”
John Coogan Aug 2, 2025 ▶ 20:20 Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
Mar 2, 2026 negative
Opinion
Thompson: Silicon Valley Hurt Itself With Naive Views on Military Duty
“I think there, you know, just in general, there is this very naive view of the world that doesn't understand why militaries are important and necessary, and I think Silicon Valley got itself in a lot of trouble by giving in to this naive mindset that we have n…”
Ben Thompson Mar 2, 2026 ▶ 30:53 FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
May 8, 2026
Assertion Supported
Chesky: Silicon Valley CMOs May Have the Highest Executive Turnover
“I think the highest turnover job of any executive at Silicon Valley might be the CMO. I don't know for sure, but like, you know, you don't see a lot of turnover CFOs. You don't see a lot of turnover CTOs”
Brian Chesky May 8, 2026 ▶ 27:11 Airbnb CEO on Why AI Will Create a New Era of Consumer Products
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