Silicon Valley, every mention
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every year anyone John Coogan 129Jordi Hays 46Delian Asparouhov 11Brian Chesky 6Samuel Hammond 4Martin Shkreli 4Marc Andreessen 4Katie Haun 4Andrew Reed 4Andrew Huberman 4
Verbatim, from the transcripts: the passages where Silicon Valley comes up
Tesla’s Roadster, Car Week Takes, Unwell Beverages Shuts Down | Diet TBPN
- ▶ 28:11 John Coogan The result is an absurd new benchmark for Silicon Valley. 2 times in the scene
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN
- ▶ 7:37 unnamed speaker Silicon Valley can do a better job talking to employees about what stock is worth in various scenarios, but no one is incentivized to do it.
U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
- ▶ 10:46 John Coogan Uh, Dean says, do we think the Silicon Valley leaders who were so up in arms about using Chinese LLMs last week will be similarly outraged about the U.S. government's decision to ban import of all advanced robotics from all foreign…
- ▶ 27:02 John Coogan I will say that I am in Silicon Valley this week and Dwarkesh is capturing the zeitgeist.
RSI Is Closer Than People Think, Per Tae Kim
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
- ▶ 15:56 unnamed speaker The, the dividing line in Silicon Valley right now, and it's a lot on the open source side. 2 times in the scene
U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
- ▶ 0:50 John Coogan So, Silicon Valley and Washington are debating a multi-billion dollar question.
- ▶ 20:33 John Coogan The birthing fees are negligible, making it one of the cheapest places to live in uber-wealthy Silicon Valley.
IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN
- ▶ 22:00 unnamed speaker Uh, it's drawing up plans for data centers that look more like Silicon Valley tech campuses or art museums rather than windowless rectangles that neighbors often grouse about resembling prisons.
Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN
- ▶ 10:02 unnamed speaker I think we're going to dig into it and see what you think, what I think once we dig into it, but Getty Images, we know and love them from their trove of Silicon, of, uh, Silicon Valley Titans photographed at Sun Valley, which is happening…
Ben Thompson Explains the XBOX Disaster
- ▶ 24:02 Ben Thompson Uh, the Silicon Valley lemonade stand inflation is absolutely the worst in the world.
China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN
- ▶ 6:58 unnamed speaker 5.2 in particular recently impressed Silicon Valley by performing close to leading us models at a much lower cost.
Alex Hormozi's Playbook for Building Billion-Dollar Businesses
- ▶ 8:33 Jordi Hays John is, you know, obviously pretty good at media, and, but, and was like, the, the, his channel was like just following his interests, like Silicon Valley history.
- ▶ 37:51 John Coogan uh, he, he, he says you can instantly tell if someone has had their downfall, had their darkest moment, you know, they've been through the ringer, they got chewed up and spit out by Silicon Valley or private equity or whatever industry…
- ▶ 55:55 John Coogan It seems like in Silicon Valley is often, uh, you know, Naval talks about this, like there's value. 2 times in the scene
Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN
- ▶ 16:38 John Coogan The black pill was seeing the entire, the terrible quality of the software and interaction with the contractors coming from Silicon Valley.
Rocket Lab Enters SpaceX Arena, Meta’s Prediction Market, America’s Tech Wishlist | Diet TBPN
- ▶ 20:04 John Coogan Silicon Valley is unimaginative, unimaginative by comparison, but Mary Schtickner Gifford from Alpine, Utah says she wants musical vision,
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
- ▶ 12:09 John Coogan Silicon Valley has been trying to make
- ▶ 20:17 John Coogan Silicon Valley finally figured out who controls consumer spending.
Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
- ▶ 28:02 John Coogan Some of these companies, Fortune 500, they just have global footprints, so they got to use the models everywhere, ideally, unless they do all of their software engineering in Silicon Valley.
🚀 SpaceX IPO Liftoff | Diet TBPN
- ▶ 23:45 Chess Content Creator And the reason I know it's him is, first of all, his friends are all these Silicon Valley and ex-standard founders, and I put this account into a database called Opening Tree, which allows me to
Bezos' Prometheus Raises $12B, America Inc. Moves to Texas, Trucking Rebounds | Diet TBPN
- ▶ 4:24 unnamed speaker Despite Silicon Valley's enthusiasm, enthusiasm for AI's promise, the broader population has become very wary, fearing widespread job losses.
WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN
- ▶ 21:20 unnamed speaker But, uh, Silicon Valley has always been so high growth and positive sum that relatively good behavior is usually the equilibrium. 2 times in the scene
Where Brad Gerstner Is Investing Billions
- ▶ 5:58 Brad Gerstner Well, I mean, if I, if I size up the debate in Silicon Valley, right, there are the, the bears who've been bearish on AI for, let's call it a while.
- ▶ 13:58 Brad Gerstner And lest we be overconfident in Silicon Valley, let's remember the activists, a small group of activists,
- ▶ 39:52 Brad Gerstner I mean, it's, it's, it's really, there is no historical precedent.
The Lean Startup Author on What Ruins Good Companies
- ▶ 0:00 unnamed speaker The lean startup, uh, was foundational to me when I came to Silicon Valley.
- ▶ 29:00 Eric Ries I was always a big, you know, everyone at Silicon Valley, I'm like, we're into employee ownership, but I didn't know it was like an ideological thing.
- ▶ 33:10 unnamed speaker Everlane, you know, darling of Silicon Valley, you know, raised a bunch of venture, very strong mission, ultimately to get swallowed up by the beast that it sought to displace.
IPO Giga Boom, World’s Fairs of the Past | Diet TBPN
- ▶ 20:35 unnamed speaker Anyway, before splashy Silicon Valley product launches in the annual consumer electronics show, the world showcased the, its latest in, in innovations at high-profiled world's fairs.
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- ▶ 26:30 unnamed speaker I go back to how Silicon Valley was extremely skeptical of Facebook.
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
- ▶ 8:36 John Coogan Silicon Valley these days.
- ▶ 18:09 John Coogan They have a silicon fab in Silicon Valley.
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 19:04 unnamed speaker The problems that were downstream of both the Zerp era and the end of the Zerp era were suffered mostly and benefited mostly on like tech companies and Silicon Valley companies that had really long cashflow horizons.
Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
- ▶ 2:44 unnamed speaker A lot of these things, you know, in the, in the context of Silicon Valley, it's like a two billion dollar deal or a company that's doing forty billion in revenue.
- ▶ 12:59 unnamed speaker Uh, so it's not shocking that they aren't there, but, uh, it does feel like there's a little bit of a disconnect between the conversation that's happening in Silicon Valley and the conversation that's happening on the global geopolitical…
Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN
Airbnb CEO on Why AI Will Create a New Era of Consumer Products
- ▶ 18:56 Brian Chesky You know, Silicon Valley's become more vibe and trend-based than when I came to Silicon Valley in 2007, although it was back then, and one of the things I think when people see enterprise companies doing well, they go into it, and I think… 2 times in the scene
- ▶ 27:11 Brian Chesky I think the highest turnover job of any executive at Silicon Valley might be the CMO.
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 12:59 unnamed speaker Uh, in other news, uh, for more than a year, Silicon Valley has buzzed about Cursor's growth and whispered about its margins.
Gary Vee Says the Smartest Investors Are Going Analog
- ▶ 17:17 Gary Vaynerchuk Well, when I started building vFriends, and like, building this Pokemon Sesame Street thing, yes, there was a lot of blockchain in it, but it was a lot of my smartest friends in Silicon Valley five years ago were like, this AI thing is…
Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN
- ▶ 7:34 unnamed speaker Uniform of Silicon Valley. 2 times in the scene
SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN
- ▶ 7:45 unnamed speaker Black Forest Labs has 70 people and is taking on Silicon Valley's giants.
The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
- ▶ 26:27 John Coogan Uh, the powerful, low-cost attack drone the U.S. is using in its war with Iran doesn't come from one of America's more than 400 venture-backed drone startups, and it isn't the product of Silicon Valley ingenuity.
Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN
- ▶ 24:52 unnamed speaker The change is part of an attempt to turn around Apple's fortunes in AI where it has lagged behind Silicon Valley peers and could allow Apple to generate more money from third party AI subscriptions through the app store.
The Great Peptide Debate with Martin Shkreli & Max Marchione
- ▶ 14:37 Martin Shkreli What is this urge by the valley, and I blame the valley, uh, to go backwards in time and space?
- ▶ 17:37 unnamed speaker Is it possible to do the type of study that you're talking about with Silicon Valley backing?
- ▶ 30:06 Martin Shkreli I think that's something SV is very reluctant to do. 2 times in the scene
FULL INTERVIEW: Uber Founder Travis Kalanick is Back with a New AI Startup
- ▶ 50:34 Travis Kalanick Every time you went to the, the Silicon Silicon Valley, it was like wild and crazy.
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- ▶ 22:12 unnamed speaker Despite the company's defiance, Silicon Valley's biggest players have remained silent.
FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- ▶ 30:53 Ben Thompson 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…
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 29:02 Jordi Hays Everyone in SV admires Elon.
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 8:57 John Coogan And that just completely goes against everything everyone's saying in, in Silicon Valley.
Bombshell: Fed Report Says Most Firms See No AI Impact
- ▶ 6:19 unnamed speaker And so there's just this disconnect between, like, what do the government statistics look like, and what is, what is the government operating against, and then what's the Silicon Valley narrative, and, like, where do these two meet the…
- ▶ 15:23 unnamed speaker And that just completely goes against everything everyone's saying in, in Silicon Valley.
Full Interview: Bill Gurley Thinks College Kills Creativity
- ▶ 3:22 John Coogan That's what's happening in Silicon Valley is going to have an impact and how
- ▶ 12:01 Bill Gurley Well, the first thing, I mean, the first thing is you develop, and I think this is all the great VCs in the Valley, you, you develop this hyper FOMO, uh, of anything and everything.
Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN
Why I Spent $70M to buy AI.com
- ▶ 16:47 Kris Marszalek Um, I've been, uh, in DC last week and then I stopped over in Silicon Valley.
FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
- ▶ 8:44 unnamed speaker The research efforts that are happening all over Silicon Valley. 2 times in the scene
Full Interview: Moltbook Creator’s First Appearance Since Launch
- ▶ 0:48 Matt Schlicht I left high school and went to Silicon Valley, um, back in like, 2008 when I was 19.
Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet TBPN
- ▶ 12:38 Jordi Hays D.C., Wall Street, and Silicon Valley.
China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
- ▶ 14:28 John Coogan The Justice Department opens a criminal probe into Silicon Valley spy allegations.
Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
- ▶ 25:22 John Coogan The feature is a central piece of Apple's turnaround plan for the AI market where it has lagged behind Silicon Valley peers.
Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
- ▶ 16:15 John Coogan At the time, Murati was in the process of raising one of the largest seed rounds in Silicon Valley history.
- ▶ 21:33 unnamed speaker So maybe that's like for China, it's like maybe the, you know, Silicon Valley has kind of found like pederasty from first principles.
The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN
- ▶ 25:45 unnamed speaker The skydance thesis according to a person that worked closely with David was that Hollywood wasn't prepared for the overwhelming economic force of a Silicon Valley billionaire throwing around his wealth and ambition.
Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
- ▶ 29:32 John Coogan It's time for Silicon Valley to actually get involved and organize in California. 3 times in the scene
The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
- ▶ 18:33 Jordi Hays We chose to live in Silicon Valley and whatever taxes, I guess they would like to apply.
Meta Acquires Manus, Nvidia's $20B Groq deal, Doordash's Reddit Firestorm l Diet TBPN
- ▶ 9:09 unnamed speaker Dan wonk says the most read essay from Silicon Valley this year was AI, 20, 27, the five authors who come from the AI safety world outline a scenario in which super intelligence wakes up in 20, 27, a decade later, it decides to annihilate…
OpenAI Sets Sights on $750 BILLION Valuation
- ▶ 21:33 unnamed speaker Who would have thought that out of the Silicon Valley tech people, they would be using diesel while the big guy is, uh, is using clean energy to power his social network.
Ford PULLS BACK EV Investment
- ▶ 0:06 John Coogan Hiring a storyteller, which apparently is the, is the hottest topic in Silicon Valley, thanks to our friend Katie Dayton over at the Wall Street Journal, who made this go mega viral by posting an article in the Wall Street Journal all…
- ▶ 4:48 John Coogan One more example, uh, that I mentioned earlier, early storytellers in Silicon Valley, Guy Kawasaki, uh, he was, he was one of Apple's employees, originally responsible for marketing their Macintosh computer line in 1984.
Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN
- ▶ 6:08 unnamed speaker Hollywood is competing with Silicon Valley, Apple, Amazon, Google Meta, preserving some notion of competition in and between legacy Hollywood, risk winning a battle and losing a war the old media companies need to, uh, more of the right…
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
- ▶ 9:14 unnamed speaker A piece about David Sachs saying that, uh, the, the headline was, Silicon Valley's man in the White House is benefiting himself and his friends.
- ▶ 27:21 unnamed speaker The button down, this is the pre-Silicon Valley, I'm just in a t-shirt era, but it's post suits, you know, it's like, we're not suits, we're working in technology, we're still gonna throw on a collar, but we're gonna dress it down a little…
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- ▶ 18:24 unnamed speaker Blue Owl already had close ties with the organizer of the treat, Iconic Capital, which manages the personal fortunes of Silicon Valley elite, including Zuckerberg, and was a part owner of IPI. 2 times in the scene
Brian Chesky Live on TBPN
- ▶ 27:31 Brian Chesky When I came to Silicon Valley, there was this thing called social networking and social networking was literally, as you can recall, 20 years ago, a way to connect with your friends.
- ▶ 32:04 Brian Chesky Um, when I started in Silicon Valley, I remember I pitched an investor and one of the investors, I give him credit for being brutally honest. 2 times in the scene
GameStop CEO Ryan Cohen live on TBPN
- ▶ 21:18 unnamed speaker It was like really hot in Silicon Valley.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 14:23 John Coogan Everyone was thinking about, oh, the last time masa came out and was doing a big tour in Silicon Valley with, yeah, there's a whole generation of, of people that just know him for that investment.
- ▶ 27:39 Catherine Boyle Um, and for a very long time, Silicon Valley didn't touch that category of investment.
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- ▶ 23:17 unnamed speaker If you want to move to the valley, you go to Stanford, DYC.
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- ▶ 32:05 John Coogan And Silicon Valley cannot save us at this point.
9 Mansions Every AI Researcher Should Own
- ▶ 7:14 unnamed speaker McKinney started his tech career in Silicon Valley in the 19 eighties as a founding vice president.
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 28:16 John Coogan Filled with legal uncertainty, fan backlash, and a wariness toward embracing tools that some in Silicon Valley view as their next century replacement.
- ▶ 1:35:12 Marc Andreessen Um, and, um, I, I posted, I had it write a new season of the HBO Silicon Valley, you know, said 10 years later. 2 times in the scene
Marc Andreessen on Why Apple Might Miss the Next Platform Shift
- ▶ 29:36 Marc Andreessen Um, and, um, I, I posted, I had it right, uh, new season of the HBO Silicon Valley, you know, set 10 years later. 2 times in the scene
Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
- ▶ 20:20 John Coogan This was of course, based on the list, which apparently has been going around Silicon Valley.
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- ▶ 32:25 John Coogan I'm, I'm building, I'm trying to build something really cool in Silicon Valley.
- ▶ 1:39:21 John Coogan Um, investors and founders, uh, screwing over early employees during an M&A is a time-honored tradition in Silicon Valley.
- ▶ 2:32:22 Martin Shkreli Uh, I, I, I will come back to you with a good parody of Silicon Valley.
E-Cigarettes: Now FDA-Approved?
- ▶ 4:44 John Coogan A sort of standard Silicon Valley playbook.
Cognition AI Acquires Windsurf to Push AI Coding
- ▶ 3:09 unnamed speaker I'm, I'm building, I'm trying to build something really cool in Silicon Valley.
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