Trae Stephens

4 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Mar 15, 2025 by Trae Stephens · said 12 times in 6 episodes since 2024 · across every show →

On the record as a speaker too: Trae Stephens's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by John Coogan (8), Jordi Hays (2), Delian Asparouhov (1)

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001.51.53320242025episodesmentions per episode
2025 8 mentions in 3 episodes 3 per episode
2024 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Trae Stephens, oldest first

Mar 15, 2025 bearish
Opinion
Humanoid robotics mega-rounds risk repeating the self-driving car investment bust
“Going out and raising these mega rounds at massive prices. It kind of reminds me of the self driving car phenomenon where you had these companies that understandably were capital intensive and it was like, man, if it works, it's going to be great. Everybody's …”
Trae Stephens Mar 15, 2025 ▶ 15:47 Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
Mar 15, 2025 neutral
Insight
Consensus feel-good startup sectors like healthcare ultimately become hyper-competitive
“Everyone agrees that these things are good. But what that means is that the categories end up being hyper competitive. It's like so consensus. There's so many companies being built.”
Trae Stephens Mar 15, 2025 ▶ 25:27 Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
Mar 15, 2025 negative
Opinion
OnlyFans, online gambling, and dating apps harm society despite feeling good
“Only fans you know, gambling, I think falls in the feels good is bad camp. This is like society has somehow managed to convince ourselves that there's some like freedom of expression or something like that that should be protected. And I agree, like freedom of…”
Trae Stephens Mar 15, 2025 ▶ 25:49 Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
Mar 15, 2025 bullish
Prediction Not checkable as stated
Washington DC now views Anduril as an established defense contractor
“People in D. C. C. S. You know, a real company, not a startup anymore. And I think that that just gives us additional leverage to go and pick up bigger and bigger contracts over time.”
Trae Stephens Mar 15, 2025 ▶ 14:26 Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
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