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The Wall Street Journal

also referred to as: wall street journal

13 statements across 12 episodes · 4 bullish · 3 bearish · 3 people on the record · first statement Jan 7, 2025 by John Coogan · said 475 times in 197 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (245), Jordi Hays (35), Tae Kim (3), Ali Partovi (3), Turner Novak (2), Martin Shkreli (2), Garry Tan (2), David Senra (2)

tap a year for its mentions
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075150202420252026episodes it came up in
001.5753150202420252026episodesmentions per episode
2026 287 mentions in 114 episodes 3 per episode
2025 170 mentions in 73 episodes 2 per episode
2024 18 mentions in 10 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about The Wall Street Journal, oldest first

Jan 7, 2025 neutral
Insight
LLM outputs represent an average blend, not direct publisher replication
“Most of these AI things, they feel very, like, the average of everything. Every answer feels like the average of everything, and then the New York Times gets upset and says like, oh, it's exactly like us. It's like, well, it's kind of like the average of you a…”
John Coogan Jan 7, 2025 ▶ 2:59:39 The END of Ski Season? (E26)
Mar 25, 2025 negative
Opinion
Meservey: The Wall Street Journal's tech desk is in shambles after layoffs
“Their tech, honestly, their tech desk, their tech team is in, like, shambles right now, because they had this super bizarre layoff a few weeks ago, and there's just, like, a crazy management decision to lay off a bunch of AI and tech people, the cusp of AI. It…”
Lulu Cheng Meservey Mar 25, 2025 ▶ 24:27 Lulu Cheng Meservey on Founder Mode, Attention as Currency, and Building the Future.
Sep 27, 2025 neutral
Assertion Partly supported
WSJ: AI data center capacity costs $50 billion per gigawatt
“Each gigawatt of capacity is expected to cost roughly Fifty billion, Tyler. Fifty billion per gigawatt, that's the number in the journal, meaning the company is laying the groundwork for at least one trillion in infrastructure spending.”
John Coogan Sep 27, 2025 ▶ 56:27 Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
Dec 17, 2025 negative
Insight
A business trend is effectively dead once covered by the WSJ
“I think as soon as there's a Wall Street, I mean, we love Katie, but as soon as there's a Wall Street Journal piece about a trend, the trend is effectively dead.”
John Coogan Dec 17, 2025 ▶ 3:14 Ford PULLS BACK EV Investment
Dec 17, 2025 neutral
Assertion Supported
Q4 holiday television ad spend reached $1.47 billion, up 13% year-over-year
“Holiday TV ads started in earnest in early October. And companies have spent a combined 1.47 billion dollars over the past nine weeks. A 13% jump compared with the year ago period.”
John Coogan Dec 17, 2025 ▶ 22:22 Ford PULLS BACK EV Investment
Jan 21, 2026 negative
Assertion Supported
Coogan: Los Angeles sound stage occupancy has plummeted from 90% to 60%
“There's that Wall Street Journal report that just shows sound stages were, you know, typically leased 90% of the time, and it's just way off Left off peak down to like 60%.”
John Coogan Jan 21, 2026 ▶ 23:50 Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
Jan 22, 2026 bullish
Assertion Supported
Coogan: Kling AI Reached 12M MAUs and $20M+ Revenue Last Year
“There's an article in the Wall Street Journal showing, ah, some pretty staggering numbers. They hit twelve million monthly active users, and they generated more than twenty million in revenue just last year.”
John Coogan Jan 22, 2026 ▶ 0:09 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
Jan 30, 2026 neutral
Assertion Supported
Meta is projected to spend $115B to $135B on AI CapEx
“Now they're gonna plot plow a hundred and thirty five billion, according to the wall street journal, New York times said one 15, but either way, it's like more than half of the revenues.”
John Coogan Jan 30, 2026 ▶ 15:59 Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
Feb 24, 2026
Assertion Supported
Coogan: Viral Citrini report made the Wall Street Journal cover
“There's people making TikToks about it now. And also it's on the cover of the Wall Street Journal.”
John Coogan Feb 24, 2026 ▶ 1:58 Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
May 22, 2026 bullish
Assertion Supported
Coogan: WSJ reports Anthropic valuation up 173% and Q2 profitability
“Anthropic valuation up a 173% since the start of the year posting profits in Q two, according to the Wall Street Journal open AI evaluation up 67% since the start of the year”
John Coogan May 22, 2026 ▶ 14:47 SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
Jul 1, 2026 neutral
Assertion Supported
Comcast Plans to Split Connectivity Business from NBCUniversal Content
“Yesterday, the Wall Street Journal reported that Comcast's decade long into trying to be a content plus distribution company is coming to an end. It's planning to split the businesses into two. The Comcast entity Will once again, becoming a, become a connectiv…”
John Coogan Jul 1, 2026 ▶ 7:14 Rocket Lab Enters SpaceX Arena, Meta’s Prediction Market, America’s Tech Wishlist | Diet TBPN
Jul 20, 2026 positive
Assertion Supported
Coogan: 53% of Odyssey Attendees Cited Nolan as Main Reason
“53% of Odyssey attendees said that the director was their number one reason for attending.”
John Coogan Jul 20, 2026 ▶ 21:47 Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
Aug 4, 2026 positive
Assertion Not checkable as stated
Hays: Ben Broca's solo AI business is pacing toward $10M revenue
“He's already added 10,000 paying customers and is on track to bring in 10 million in revenue this year. One thing he hasn't added is Any other employees.”
Jordi Hays Aug 4, 2026 ▶ 15:00 Hank Green Faces AI Backlash, OpenAI Math Advances, Million-Dollar Solo Firms | Diet TBPN
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