Silicon Valley Bank

also referred to as: svb

5 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Nov 16, 2024 by John Coogan · said 30 times in 18 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (8), Jordi Hays (6), Immad Akhund (3), Palmer Luckey (2), Keith Rabois (1)

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0815202420252026episodes it came up in
001.57.5315202420252026episodesmentions per episode
2026 5 mentions in 3 episodes 2 per episode
2025 22 mentions in 14 episodes 2 per episode
2024 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Silicon Valley Bank, oldest first

Nov 16, 2024 positive
Assertion Supported
Coogan: Byrne Hobart broke the Silicon Valley Bank balance sheet story early
“And our buddy who we mentioned before, Bryn Hobart, was the one who, like, deep dove SVB early and broke the story, essentially. That, like, their balance sheet was messed up.”
John Coogan Nov 16, 2024 ▶ 39:02 What is the TRUMP BUBBLE? (ep11)
Mar 28, 2025 neutral
Assertion Supported
Akhund: SVB held a $7B venture debt portfolio when it failed
“Even SVB, which, you know, by far was the biggest venture debt provider. I think they had like a seven billion dollar portfolio when they failed.”
Immad Akhund Mar 28, 2025 ▶ 9:09 Immad Akhund (Mercury) on Fintech, AI and What's Next
Oct 21, 2025 negative
What-if
Palmer Luckey claims SVB collapse would have wiped out half of tech
“If SVB would not have been bailed out by the government in, in, in, You know, like, it wasn't just, like, the government's obligations. They were bailing out well beyond FDIC limits. If they wouldn't have done that, it probably would have wiped out half the te…”
Palmer Luckey Oct 21, 2025 ▶ 40:31 Palmer Luckey Live on TBPN
Jul 30, 2026
Insight
Hays: Leveraged blowups happen instantly compared to venture startup wind-downs
“The key takeaway is like when leverage is involved, things just move so, so, so fast... Quite a bit different than traditional venture world, where when a company is dying, it dies over two, three years often, sometimes more.”
Jordi Hays Jul 30, 2026 ▶ 4:49 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
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