Wall Street, every mention

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every year anyone John Coogan 38Jordi Hays 13Martin Shkreli 10Peter Tuchman 3Alex Karp 2Samuel Hammond 1Larry (30 Rock Clip) 1Jeremy Giffon 1Eric Ries 1Bill Gurley 1

Verbatim, from the transcripts: the passages where Wall Street comes up

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Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN Sep 12, 2026 · 1 mention

  • ▶ 20:46 John Coogan Particularly on this side, and then you also have Wall Street, who's just like, what's the enterprise acceleration?

Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN Aug 12, 2026 · 2 mentions

  • ▶ 0:09 John Coogan Uh, Wall Street big names join NVIDIA to build a five hundred billion dollar AI financing package, a landmark lending plan. 2 times in the scene

Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN Aug 5, 2026 · 1 mention

  • ▶ 29:36 unnamed speaker And it's the first time Elon Musk's reusable rocket maker will face Wall Street in this capacity, and investors are jittery.

Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN Jul 31, 2026 · 3 mentions

  • ▶ 3:49 unnamed speaker Uh, it's a knockout, dragout fight there on Wall Street, clearly.
  • ▶ 15:43 unnamed speaker He said, um, uh, basically all the goats on wall street have had some sort of blow up earlier in the career, part of the game being live player on the field.
  • ▶ 20:44 unnamed speaker Wall Street expectations.

Martin Shkreli Breaks Down the Collapse of Situational Awareness Jul 30, 2026 · 5 mentions

  • ▶ 0:16 Martin Shkreli I do invest myself, so, uh, it's been a, it's been a, probably one of the craziest months, uh, in Wall Street history.
  • ▶ 14:47 Martin Shkreli So one wonders what, what the future will bring there, but yeah, about as crazy as things have gotten on wall street in, in many years, uh, probably at least since FTX and certainly crazier than the, the, the sort of tiger soft bank…
  • ▶ 16:46 Martin Shkreli Like, that's the, you know, the craziest thing is, like, that's, that's the nature of, of Wall Street when this happens, and there's a guy that has to sell a hundred billion, you'll have a trillion dollars in front of him, just like, you… 2 times in the scene
  • ▶ 34:07 Martin Shkreli And, you know, we will hear, we will always hear things before them, uh, because, especially on the street, um, because that's just, you know, we're out there.

AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN Jul 24, 2026 · 1 mention

  • ▶ 18:03 unnamed speaker Grunt work that ends up lining the pockets of others, also fueling their rise, a perception that it isn't as easy as it once was to make big money on Wall Street.

GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN Jul 11, 2026 · 1 mention

Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN Jun 2, 2026 · 1 mention

  • ▶ 7:37 John Coogan Thanks to its near monopoly in online search and credibility with Wall Street in new ventures.

New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN May 30, 2026 · 1 mention

  • ▶ 16:49 John Coogan Wired has a whole, uh, AI for business, uh, deep dive that you can go take their survey, uh, into their work, uh, spending freely to encourage experimentation and seeking to send a message to Wall Street that their companies won't be left…

The Lean Startup Author on What Ruins Good Companies May 26, 2026 · 1 mention

  • ▶ 30:39 Eric Ries One of my favorite quotes in the book is, if you'll indulge me, there's a Wall Street analyst that was criticizing Costco.

IPO Giga Boom, World’s Fairs of the Past | Diet TBPN May 22, 2026 · 2 mentions

  • ▶ 7:08 unnamed speaker They said, SpaceX, OpenAI and Anthropic IPOs set to ignite Wall Street trading frenzy. 2 times in the scene

Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN May 20, 2026 · 1 mention

  • ▶ 0:44 unnamed speaker Um, Wall Street has basically fully repriced the company as a, like a full stack AI winner.

Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN May 14, 2026 · 2 mentions

  • ▶ 27:48 unnamed speaker Wall Street is getting more anxious about it, so we can read through this. 2 times in the scene

FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck May 5, 2026 · 1 mention

  • ▶ 3:01 Anjney Midha I think he's buying eBay because he can see two billion dollars of fat that wall street has been pricing as fixed costs.

Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN May 5, 2026 · 1 mention

  • ▶ 3:44 John Coogan If you're really working on Wall Street, you might have like CapIQ or Bloomberg plugging into a sheet, an Excel sheet that then can build you a comparison table and do like comps.

Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN Apr 30, 2026 · 1 mention

  • ▶ 14:38 unnamed speaker AI worries have returned to Wall Street, now come earnings, and so everyone is going

Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN Apr 25, 2026 · 1 mention

  • ▶ 21:12 unnamed speaker They did forty billion dollars in revenue last year, more than all the big Wall Street banks, and with only 3500 employees. 40

Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN Apr 23, 2026 · 1 mention

  • ▶ 20:55 unnamed speaker Wall Street was anticipating thirteen billion

Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN Apr 16, 2026 · 1 mention

  • ▶ 18:00 John Coogan Oh, you wanted to talk about Anthony Pompliano's new agentic podcast on Wall Street.

Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN Apr 2, 2026 · 1 mention

  • ▶ 8:29 unnamed speaker Morgan hasn't been slowed, bringing in more profit than any bank in the U.S. history, in U.S. history, but it reaches across Main Street and Wall Street and does better when the whole economy is chugging along.

The Great Peptide Debate with Martin Shkreli & Max Marchione Mar 23, 2026 · 1 mention

  • ▶ 17:46 unnamed speaker A thirty million dollar Series A enough to get started, or do you need to go to Wall Street, IPO, do the biotech thing?

Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN Mar 9, 2026 · 1 mention

Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN Feb 26, 2026 · 1 mention

  • ▶ 6:14 Jordi Hays I think you could put together some really compelling, uh, reports around it that would be pretty useful to everyone from AI companies to Wall Street.

Bombshell: Fed Report Says Most Firms See No AI Impact Feb 25, 2026 · 1 mention

  • ▶ 9:08 unnamed speaker 10 to 20 people that were spending all their time talking to business owners and executives, operators, and getting a sense of how they're actually using this stuff, I think you could put together some really compelling, ah, reports around…

Full Interview: Bill Gurley Thinks College Kills Creativity Feb 25, 2026 · 1 mention

  • ▶ 9:53 Bill Gurley I mean, based on my understanding of day trading in a, in a Wall Street context, you know, prior to maybe the crypto world, I don't, I'm not aware of any signal that suggests that's a durable skill.

Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN Feb 14, 2026 · 1 mention

Become Unsloppable: How to Survive the Great Software Collapse Feb 13, 2026 · 1 mention

Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN Feb 13, 2026 · 1 mention

  • ▶ 8:11 unnamed speaker The funding round includes a range of investors, including KOTU, Singapore's GIC, Microsoft, NVIDIA, and has become a who's who of Silicon Valley and Wall Street.

Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN Feb 6, 2026 · 1 mention

  • ▶ 15:36 John Coogan The company's expansion into new areas, including legal service, has rattled Wall Street and sparked concerns about which companies and services will be disrupted by AI.

Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN Feb 5, 2026 · 1 mention

  • ▶ 21:33 John Coogan The stock has surged in recent months, fueled in part by Wall Street's enthusiasm for the

Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet TBPN Jan 31, 2026 · 4 mentions

  • ▶ 2:38 John Coogan After nine-eleven, uh, you know, this was kind of a formative moment for him because he was in Wall Street. 3 times in the scene
  • ▶ 12:38 Jordi Hays D.C., Wall Street, and Silicon Valley.

OpenAI Sets Sights on $750 BILLION Valuation Dec 19, 2025 · 2 mentions

  • ▶ 14:54 unnamed speaker Wall Street gets early taste of hot year expected for IPOs. 2 times in the scene

OpenAI ENDS Vesting Cliff Dec 16, 2025 · 1 mention

  • ▶ 14:21 John Coogan We have device sales, which you've been obsessed with as the investor, as the Wall Street.

Ilya Sutskever on Dwarkesh Patel Reaction, NVIDIA vs Google, Trump Unveils Genesis | Diet TBPN Nov 26, 2025 · 1 mention

  • ▶ 10:37 unnamed speaker Now NVIDIA is pushing back in a private seven page memo sent by NVIDIA's investor relations team to Wall Street analysts over the weekend.

Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN Nov 19, 2025 · 1 mention

  • ▶ 11:11 John Coogan After mounting scrutiny of stratospheric tech investments, as well as a blackout of federal data during the longest government shutdown in US history, Wall Street awaits two reports that stand to reshape its outlook for the months ahead.

Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN Nov 15, 2025 · 1 mention

  • ▶ 11:29 Jordi Hays The captain, Sailor himself, he says, unless you do the requisite hundred plus hours of studying Bitcoin on top of a hundred plus hours of micro strategy, you should not enter this trade, he said, because it is a very sophisticated trade…

AGI in 2035, SoftBank Sells Nvidia, Buffett Goes Quiet | Diet TBPN Nov 12, 2025 · 1 mention

  • ▶ 10:05 unnamed speaker Fear from bears on mainstream media and Wall Street.

OpenAI Requesting Federal Backstop? | Diet TBPN Nov 7, 2025 · 1 mention

  • ▶ 5:35 John Coogan Now the problem is, is that if you are identifying the backstop before you get into trouble, it creates this moral hazard, and that's why people were so upset with Wall Street.

Building a $10B+ DeFi Protocol with Just 11 People | Jeff Yan Joins TBPN Oct 22, 2025 · 1 mention

  • ▶ 12:49 John Coogan and I let the contract run out, like at some point I have to actually take delivery of all the corn, but most of the wall street traders have figured out like to never do that.

Andrew Ross Sorkin on Why 1929 is Happening Again Oct 15, 2025 · 1 mention

  • ▶ 6:27 Andrew Ross Sorkin Mitchell and Wall Street were going to ruin America, and speculation was going to go rampant, and someone had to stop these guys.

Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI Sep 27, 2025 · 1 mention

  • ▶ 1:00:46 Jordi Hays A novel financial instrument, or it will be remixing something that Wall Street has used in mortgages.

Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption Sep 13, 2025 · 3 mentions

Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories Sep 6, 2025 · 3 mentions

  • ▶ 8:50 unnamed speaker I mean, I, I, we, we, we saw that image of like some Wall Street, uh, investment bankers, like did like a kind of sum of the parts valuation of Google and just de-mined was worth like a hundred and fifty billion dollars, right?
  • ▶ 17:35 Alex Karp You then run to Wall Street and say, our clients all, we have
  • ▶ 1:22:23 unnamed speaker It doesn't appear in the sec filings yet, but it is like very forward looking and it was 20, 28, 28, which is something that they might not actually put out or might not be demanded by the, by wall street, but it's hilarious.

Palantir CEO Alex Karp on conspiracy theories, short sellers & advice for young people. Sep 4, 2025 · 1 mention

  • ▶ 3:36 Alex Karp You then run to Wall Street and say our clients all, we have 50,000 clients that all hate us.

Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew Aug 30, 2025 · 1 mention

  • ▶ 33:59 Jordi Hays David Shapiro, a former partner on the Wall Street firm, Watchdoll, Lipton, and Rosen, and Katz drew up the terms, including a provision that the government could acquire another five percent of Intel at a discount if the company sells the…

Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping Aug 23, 2025 · 3 mentions

Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf Jul 19, 2025 · 5 mentions

Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill Jul 5, 2025 · 2 mentions

Apple Considers New AI partnership Jul 1, 2025 · 1 mention

  • ▶ 4:56 John Coogan So Wall Street clearly likes the idea of one of these deals getting done, but very big question as to the structure of those deals.

Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN Apr 26, 2025 · 1 mention

  • ▶ 21:04 John Coogan Because obviously Wall Street reacts much faster with like the, the IPO window is closed like as of a week ago.

Why Industrialization WON'T Create New JOBS | Samuel Hammond on TBPN April 8th Apr 10, 2025 · 1 mention

  • ▶ 3:10 Samuel Hammond So if you think like the last eight years, the power structure in the U S is being sort of either wall street or like West Texas oil.

"There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC. Mar 9, 2025 · 1 mention

  • ▶ 15:09 Jeremy Giffon And, um, and you know, once these markets become bigger and more liquid, more efficient, there needs to be a different kind of different, uh, just as there is in wall street or like on the east coast, there needs to be different, um,…

The Future of Autonomous Vehicles Feb 14, 2025 · 2 mentions

  • ▶ 5:23 unnamed speaker So he was a wall street guy. 2 times in the scene

Elon Musk vs. Sam Altman Continues (WHO’S WINNING?) Feb 12, 2025 · 1 mention

  • ▶ 12:56 unnamed speaker It's a strategic move that could expose whether OpenAI is still mission-driven or if it's just another big tech company playing Wall Street rules, and that's the real play.

The BEST Super Bowl Commercial (Saquon Barkley) Feb 10, 2025 · 1 mention

DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy Jan 28, 2025 · 5 mentions

Insurance Companies Explained (How they actually work) Jan 13, 2025 · 2 mentions

Can This Man Save Los Angeles? (Rick Caruso) Jan 9, 2025 · 2 mentions

  • ▶ 29:42 John Coogan And then more recently he mentioned that, um, he was actually, he changed one of his financing strategies and went out to wall street. 2 times in the scene

You are NOT a Lottery Ticket (Peter Thiel Breakdown) Dec 19, 2024 · 1 mention

  • ▶ 14:05 unnamed speaker Indeterminate optimists are Rawls and Nozick, and then pessimistic indeterminate is Epicurus and Lucretius, and I remember when I first got on Twitter, there was a guy, the Epicurean Dealmaker, who wrote about Wall Street,

How BILLIONAIRES dress for XMAS (ep17) Dec 2, 2024 · 1 mention

  • ▶ 21:53 John Coogan I love this because it's just like, it's deeper than most like Wall Street research reports that you would get on something like this, and it's much more easy to process.

Taylor Lorenz Trades Teams (ep16) Nov 30, 2024 · 3 mentions

Low T levels at Y-Combinator (ep9) Nov 14, 2024 · 2 mentions

  • ▶ 1:27:08 John Coogan Wall Street was definitely this idea that you could go to Wall Street and finance in New York and in your twenties, 2 times in the scene

Trump's Secret Career (ep7) Nov 6, 2024 · 2 mentions

  • ▶ 1:21:51 John Coogan The last time I was in Manhattan, I walked the entire island, like from like, I don't know, 91st street down to the wall street and back.
  • ▶ 3:12:33 John Coogan Uh, Sajit Indop says, nobody, blank, Wall Street slash Silicon Valley.

Zuck Just Killed the Apple Vision Pro (ep2) Oct 14, 2024 · 2 mentions

  • ▶ 7:35 John Coogan I mean, it's a simulacrum of, like, an average Wall Street, like, office, essentially.
  • ▶ 23:14 Jordi Hays Wait, what if the, what if the, the, uh, the meta Ray-Bans is just his way of trying to get, to convince Wall Street that people still use Facebook?
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