startup

also referred to as: startups

27 statements across 22 episodes · 10 bullish · 7 bearish · 12 people on the record · first statement Nov 3, 2024 by John Coogan · across every show →

Everything said about startup, oldest first

Nov 3, 2024 bearish
Opinion
Coogan: ESG valuation hype never penetrated startups like the AI boom has
“Everyone knows that you can attach like dot AI to your B to B SaaS company and double your valuation. That never really happened in ESG just because I think the money that was actually flowing was mostly in the public markets. From these funds that, like, need…”
John Coogan Nov 3, 2024 ▶ 31:42 The Secret Billionaire Party (ep6)
Nov 6, 2024 bearish
Prediction Not checkable as stated
Startup Prediction Markets Will Severely Lack Liquidity for Series A Companies
“And so I could imagine this, but for a lot of startups, like the liquidity is just not going to be there because there just aren't going to be that many people that care about some series A company that like is got some VC platform teams have entire”
John Coogan Nov 6, 2024 ▶ 2:40:56 Trump's Secret Career (ep7)
Nov 14, 2024
Insight
Coogan: Startups seeking media attention should court hit pieces
“And I think that if you're a startup and you want attention, you want press, you should be courting hit pieces.”
John Coogan Nov 14, 2024 ▶ 11:48 Low T levels at Y-Combinator (ep9)
Nov 15, 2024
Insight
Hays: Startups should re-announce previously shared updates to make big moments
“This is the advice I give to startups is like, even if you have something that feels relatively minor that you already announced previously, announce it again, make it a big moment.”
Jordi Hays Nov 15, 2024 ▶ 48:56 Fact-Checking The Information (ep10)
Nov 23, 2024 positive
Insight
Startup Illiquidity Shields Founders From the Distraction of Daily Price Fluctuations
“I think illiquidity is a feature, just like, you know the fact that you can go and do your job every day and not be constantly getting marked is, is a great blessing, because it allows you to focus on”
John Coogan Nov 23, 2024 ▶ 2:07:26 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 positive
Insight
Market Competition Benefits Startups Once They Reach Breakout Power-Law Scale
“At a certain point, like once you have the formula dialed in and you are the power law company, the competition is actually beneficial to you.”
John Coogan Nov 23, 2024 ▶ 35:28 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024
Insight
Great Ventures Often Require Skirting the Law to Succeed
“Great things oftentimes have to sort of skirt the law.”
Jordi Hays Nov 23, 2024 ▶ 42:29 FACT CHECKERS vs. tech article (ep14)
Dec 6, 2024 negative
Insight
Hays: Applying Google's multi-year planning leadership style stalls early-stage startups
“I feel like Google has been in this position where they can plan things across decades and multiple years. And if you apply that style of leadership to a startup, like you probably will never Get off the ground.”
Jordi Hays Dec 6, 2024 ▶ 41:24 Inside Facebooks Secret "Red Book" (ep18)
Dec 6, 2024 neutral
Insight
Hays: Rapidly hiring 1,000 people produces a 20% to 40% failure rate
“If a startup had to hire a thousand people in three months, you would make, I would imagine, you know, I don't actually know what, like, great, sort of, like, hiring success rate looks like. I would imagine if nine out of 10 people you hire turn out to be grea…”
Jordi Hays Dec 6, 2024 ▶ 1:26:44 Inside Facebooks Secret "Red Book" (ep18)
Dec 11, 2024 positive
Insight
Hays: Top Fundraising Startups and Funds Are Best at Storytelling
“The people raising the most money, both funds and startups are the ones that are best at storytelling. They oftentimes back that up with great, you know, products But it matters matters quite a lot.”
Jordi Hays Dec 11, 2024 ▶ 27:49 How we became the fastest growing podcast (ep20)
Dec 12, 2024 negative
Insight
Asking investors to sign non-disclosure agreements is a major negative signal
“If you're doing anything in startups and venture and you start asking for people to sign NDAs, it's like a very negative signal.”
Jordi Hays Dec 12, 2024 ▶ 1:58:42 Billionaires XMAS list (ep21)
Jan 9, 2025 positive
Assertion Not checkable as stated
Coogan: Startups that cut burn immediately after YC warning survived
“The companies that cut their burn, like the same day that YC issued that letter saying, hey, this is going to be rough. They made it through just fine.”
John Coogan Jan 9, 2025 ▶ 28:20 Can This Man Save Los Angeles? (Rick Caruso)
Mar 6, 2025 negative
Opinion
Glyman: Many startups have not marked to market, stranding employee equity
“I still think a lot of companies haven't taken their medicine. They actually haven't just marked it to market. And I think that a lot of employees who've been working hard probably are still underwater.”
Eric Glyman Mar 6, 2025 ▶ 8:32 Ramp's CEO Eric Glyman reflects on the journey to $13 Billion and their exciting future
Mar 9, 2025 positive
Disclosure
Giffon: My business picks up the roadkill of the venture industry
“My business is picking up the roadkill of the venture industry. The startups, the founders that have triumphantly built Heroic and wonderful businesses and have gained 1,000,010 of millions of revenue and built incredible teams and have a wonderful product and…”
Jeremy Giffon Mar 9, 2025 ▶ 0:40 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.
Mar 9, 2025 neutral
Insight
Giffon: An investor's cost of capital dictates what they demand from startups
“The cost of capital of the people that own you makes a really big difference for like what they expect and what they demand of your business.”
Jeremy Giffon Mar 9, 2025 ▶ 6:27 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.
Mar 17, 2025 bearish
Prediction Not checkable as stated
Lessin: AI will enrich Big Tech platforms but burn startup investors
“AI is going to make the big, big, big platforms a shit ton of money. And it's going to be really good for small businesses, but it is a terrible place to hunt for startups, right? It's a great way to lose a lot of money on startups.”
Sam Lessin Mar 17, 2025 ▶ 6:32 The GREAT VC AI DEBATE between Slow Ventures and Greylock Partners.
Mar 26, 2025 bullish
Prediction Not checkable as stated
Rauch: Unbundling Google with AI will create massive startup opportunities
“So that unbundling of the, one of the largest companies and information technology services in the world will create massive opportunities for startups and companies of all sizes”
Guillermo Rauch Mar 26, 2025 ▶ 9:50 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 28, 2025 positive
Insight
Akhund: Startups are easier to underwrite than consultancies
“Definitely startups are actually easier, right? Like, people have a pretty big digital presence they have better websites, they have a LinkedIn, they have X, et cetera and, you know, their descriptions, their VCs, like, if a, you know, if a Sequoia funded comp…”
Immad Akhund Mar 28, 2025 ▶ 7:36 Immad Akhund (Mercury) on Fintech, AI and What's Next
Apr 10, 2025 bearish
Prediction Not checkable as stated
Roberts: Non-exceptional startups will struggle to raise funding for 18 months
“Counting on either support from your existing investors or a next round materializing over the next 18 months if you aren't just like absolutely crushing it and putting up insane numbers like I'm sure most of your audience does. But in that case, unless you're…”
Bryce Roberts Apr 10, 2025 ▶ 8:41 Why the MARKET Is More FRAGILE Than EVER | Bryce Roberts on TBPN April 7th
Apr 26, 2025 bullish
Prediction Not checkable as stated
Startups can win horizontal AI because big tech is too conservative
“I actually think the horizontal, like, experiences are addressable by startups now, because I think the big tech companies are just going to be too conservative.”
Mike Vernal Apr 26, 2025 ▶ 15:40 Why Patience Is the Secret to Building Iconic Companies | Mike Vernal on TBPN
Apr 26, 2025 neutral
Insight
Big tech experience does not teach operators how to attack new categories
“There were obviously sales and marketing teams at both Microsoft and Facebook, but you don't really build an intuition for how to like attack a new business category. I think unless you've worked at a startup.”
Mike Vernal Apr 26, 2025 ▶ 8:47 Why Patience Is the Secret to Building Iconic Companies | Mike Vernal on TBPN
Jun 23, 2025 bullish
Prediction Not checkable as stated
Tan: Platform neutrality could enable hundreds of thousands of 10-person $1B companies
“We actually need the platforms to allow other people to enter, but if we do that, we can actually have tens of thousands or hundreds of thousands of companies, each of which can get to a billion dollars net revenue each, you know. And like, you could do it pro…”
Garry Tan Jun 23, 2025 ▶ 5:30 We Interviewed the Best Startups From YC Demo Day (June 2025)
Jul 5, 2025 neutral
Insight
Coogan: Startups face a stigma when hiring dev shops instead of founding engineers
“There's a stigma around hiring dev shops. You want to hire founding engineers. Like, you know, the title matters and the idea of like, okay, we have a full-time employee. We got somebody who's delivering. They're a high performer. Our team is cracked. We don't…”
John Coogan Jul 5, 2025 ▶ 4:10 Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
Oct 22, 2025 neutral
Assertion Not checkable as stated
Chesky: Almost all startups seen at Y Combinator are enterprise, not consumer
“In fact, I'm on the board of Y Combinator. Almost all the startups we are seeing are enterprise. There are not a lot of companies doing consumer.”
Brian Chesky Oct 22, 2025 ▶ 19:19 Brian Chesky Live on TBPN
Oct 23, 2025 neutral
Insight
Dixon: A lot of venture capital and startups is qualitative and vibe-based
“Like a lot of venture capital and startups is, is vibe based, right? Is qualitative.”
Chris Dixon Oct 23, 2025 ▶ 4:20 a16z Crypto Managing Partner Chris Dixon Live on TBPN
Jul 7, 2026 positive
Insight
Hays: Startups facing layoffs should cut deep in one go
“At least in startups, the best advice that I've ever gotten and would typically talk with founders in my portfolio about is, like, if you need to do cuts, cut deep.”
Jordi Hays Jul 7, 2026 ▶ 10:26 XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
Aug 15, 2026 neutral
Prediction Not checkable as stated
Hays: Startups might recreate iconic movie scenes for marketing campaigns
“I can see a new meta of startups just recreating iconic movie scenes to promote their products.”
Jordi Hays Aug 15, 2026 ▶ 4:25 Tesla’s Roadster, Car Week Takes, Unwell Beverages Shuts Down | Diet TBPN
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.