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Substack

also referred to as: sub stack

includes Substack TV

15 statements across 10 episodes · 10 bullish · 1 bearish · 5 people on the record · first statement Nov 6, 2024 by Jordi Hays · said 161 times in 55 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Jordi Hays (60), John Coogan (54), Dylan Patel (3), Yacine Mtibaa (2), Justin Mares (2), Ashlee Vance (2), Nichole Wischoff (1), Gary Vaynerchuk (1)

tap a year for its mentions
0040138025202420252026episodesmentions
01325202420252026episodes it came up in
00213425202420252026episodesmentions per episode
2026 53 mentions in 21 episodes 3 per episode
2025 72 mentions in 25 episodes 3 per episode
2024 36 mentions in 9 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Substack, oldest first

Nov 6, 2024 bullish
What-if
Donald Trump Could Have Quickly Built a $100M ARR Substack
“Yeah, and Trump could have thrown up a sub stack and gotten to nine figures of ARR very, very quickly. But he wouldn't, it would have taken much longer to become a billionaire that way.”
Jordi Hays Nov 6, 2024 ▶ 25:29 Trump's Secret Career (ep7)
Nov 23, 2024 positive
Opinion
Companies Facing Crises Should Hire Lulu Cheng Meservey
“She was at, she was involved with Activision, which went through a bunch of crazy stuff. She was involved with Substack, so it's like, hire, hire her if you want to, like, drive through the fire, not if you want to, like, you know, try to get around it, right?”
Jordi Hays Nov 23, 2024 ▶ 1:02:13 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 positive
Assertion Contradicted
Lulu Cheng Meservey's Anti-Woke Substack Recruiting Post Reached 100 Million Views
“Well, it's because they took a very contrarian position on free speech. And Lulu had that insanely viral recruiting post. Do you remember this? She was like when Elon bought Twitter, She said, if you have a problem with Elon bringing free speech to Twitter, do…”
John Coogan Nov 23, 2024 ▶ 1:01:27 FACT CHECKERS vs. tech article (ep14)
Dec 2, 2024 positive
Opinion
Hays: An anonymous collective of Substack writers could crush right now
“I think a sub, a really, really well executed sub stack that was entirely anonymous, a collective of anonymous writers could crush right now.”
Jordi Hays Dec 2, 2024 ▶ 2:58:05 How BILLIONAIRES dress for XMAS (ep17)
Dec 2, 2024 positive
Opinion
Hays: Physical print editions for Substack writers is a viable business
“I honestly, hilariously think that there's a business to be built of going to all the sub stack writers and saying, I will make a high quality printed version of your sub stack.”
Jordi Hays Dec 2, 2024 ▶ 2:31:21 How BILLIONAIRES dress for XMAS (ep17)
Mar 5, 2025 bearish
Insight
McCormick: Creator egos make Substack newsletter bundles nearly impossible
“That actually I think in practice, like when you, when you're like dealing with people who have kind of like egos and think that their own thing is like the thing most important are really, really, really hard to pull off in practice. Like I wouldn't want to b…”
Packy McCormick Mar 5, 2025 ▶ 18:34 Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
Jul 5, 2025 neutral
Prediction Not checkable as stated
Sundberg: Legacy media will partner with Substackers rather than raise staff comp
“I see traditional media companies more likely to start doing, like, handshakes with Substack writers than starting to completely restructure how they're paying their staff.”
Emily Sundberg Jul 5, 2025 ▶ 47:35 Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
Jan 24, 2026 bullish
Opinion
Hays: Substack benefits because X is distracted by its xAI integration
“So much of Substack's opportunity right now is just that X is rolled into XAI and is like not operating, you know, as like a pure play standalone company.”
Jordi Hays Jan 24, 2026 ▶ 28:54 China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
Jan 24, 2026 bullish
Assertion Supported
Hays: Substack is launching dedicated TV apps on Apple and Google platforms
“According to Max, they're launching Substack TV app on Apple TV and Google TV. Users will be able to watch video posts and Substack live streams.”
Jordi Hays Jan 24, 2026 ▶ 28:46 China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
Feb 24, 2026 positive
Opinion
Coogan: Independent researchers on X and Substack are moving markets
“We as in, not us, but the X and sub stack, like independent researchers and analysts are really moving the markets.”
John Coogan Feb 24, 2026 ▶ 0:40 Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
Feb 25, 2026 positive
Opinion
Coogan: Independent Analysts on X and Substack Are Moving Markets
“The X and sub stack, like independent researchers and analysts are really moving the markets.”
John Coogan Feb 25, 2026 ▶ 0:04 What The Citrini Selloff Says About the Stock Market
May 12, 2026 positive
Assertion Not checkable as stated
Lynch: The New Yorker Sees Subscriptions Spike From Deep Investigative Pieces
“When we come out with these really deeply researched investigative pieces that, you know, we have a huge army of fact checkers at the New Yorker that Comb through every single word so that when it is published, it has really, really been thoroughly fact checke…”
Roger Lynch May 12, 2026 ▶ 13:19 Condé Nast CEO Explains Why Human Journalism Wins in the AI Era
Jul 21, 2026 neutral
Assertion Supported
Substack launches Pangram-powered AI detection for posts and comments
“Substack is launching an AI detection feature via an integration with Pangram. Going forward, you'll be able to scan posts, replies, and comments on the Substack app to see an estimate of how much of it was written by a human or with AI assistance.”
Jordi Hays Jul 21, 2026 ▶ 17:00 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
Jul 21, 2026 neutral
Opinion
Coogan: Ghostwriter disclosures should be discoverable but not upfront
“I do think it should be possible to get to the truth if you hunt hard enough, but I don't necessarily need you to put it front and center.”
John Coogan Jul 21, 2026 ▶ 19:17 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
Jul 21, 2026 neutral
Opinion
Coogan: Readers do not care if good content is AI-written
“The revealed preference is probably that people don't care if it's good and they enjoy the content”
John Coogan Jul 21, 2026 ▶ 17:41 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
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