Nov 23, 2024 · 2h 26m · tbpn

FACT CHECKERS vs. tech article (ep14)

John Coogan · 1h 10m spoken Jordi Hays · 1h 1m spoken
0:00 / 0:00
▶ Watch on YouTube →

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

Co-hosts John Coogan and Jordy Hays dissect the latest trends in venture capital, tech culture, and media narratives on Technology Brothers. They advocate for uncompromising work ethic, hard tech re-industrialization, and an unapologetic embrace of luxury while critiquing legacy journalism and corporate bloat.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. The hosts hold 54% of the talking time here. How this is scored →

The hosts as informed peer 5.5 Guest teaching 2.0 Guest disagreement 1.9 The hosts pushing back 2.3
05100:0020:0040:001:00:001:20:001:40:002:00:002:20:000:00–11:05 · The hosts as informed peer 6/10 Truth Zone: Fact Checking Teddy Schleifer's NYT Article Coogan recounts attending the Rockbridge Network summit in Las Vegas and fact-checks Teddy Schleifer's NYT piece quoting him. He demonstrates first-hand knowledge of the event details and journalistic tiers while Hays riffs along cooperatively.11:05–13:56 · The hosts as informed peer 5/10 Size Gong Segment: Odoo's €500M Secondary Transaction Coogan and Hays debate whether a 500M Euro secondary transaction qualifies for the size gong, with Coogan pushing back on ringing it for Euros. Coogan brings up Andrew Reed at Sequoia and secondary market trends.13:56–20:07 · The hosts as informed peer 5/10 Listener Question: The Mindset of an International Technology Brother Answering listener mail about being an international tech brother, Coogan and Hays discuss global tech culture before disagreeing on destination vow renewal venues, where Coogan directly counters Hays's world tour proposal.20:07–25:08 · The hosts as informed peer 4/10 Promoted Post: Tesla Megapack and Grid Power Solutions Coogan corrects Hays on the pricing comparison between a Tesla Megapack and a Ferrari F80 during a sponsored post discussion, then celebrates crossing 2,000 X followers with champagne.25:08–32:58 · The hosts as informed peer 5/10 The Shift from Tech Bro Starter Packs to Loud Opulence Both hosts humorously analyze the shift from tech bro starter packs to loud opulence and bespoke tailoring, discussing the 1% AUM rule for car purchases and decision intuition.32:58–38:34 · The hosts as informed peer 6/10 Cloning YC Batches and Competition Dynamics Coogan breaks down competing narratives about Y Combinator batch dynamics and explains why direct competitors can ultimately serve as talent farms or acquisition targets.38:34–42:35 · The hosts as informed peer 5/10 High-Skilled Visas and the US Brain Drain Strategy Coogan discusses offering recommendation letters for H-1B and O-1 visa applicants, emphasizing aggressive US talent recruitment and national brain drain strategies.42:35–48:03 · The hosts as informed peer 5/10 Trolling the Media with Jaguar's Viral Rebrand Controversy Hays clarifies to Coogan that the viral Jaguar logo designer post was an outside troll rather than an official company employee, prompting banter about branding culture.48:03–52:05 · The hosts as informed peer 6/10 The Value of Ideas, Execution, and Pre-Seed NDAs Coogan shares his experience founding Lucy and creating Breakers during COVID to illustrate how stepping back to generate differentiated ideas drives startup pivots, while Hays rails against pre-seed NDAs.52:05–58:34 · The hosts as informed peer 6/10 American Re-Industrialization and Touching Metal Coogan outlines how leapfrogging into humanoid robotics and automation is America's true industrialization path rather than fighting legacy manufacturing battles. They also discuss inbox zero philosophy.58:34–1:02:31 · The hosts as informed peer 6/10 Stripe's Luxury NYC Intern Housing and Talent Mentorship Coogan reflects on his own Citadel internship experience and reveals he shared a YC batch with Substack and OpenSea, highlighting how generous intern programs function as leadership pipelines.1:02:31–1:10:08 · The hosts as informed peer 6/10 Uncovering Ghost Engineers and Organizational Bloat in Tech Discussing research into ghost engineers who do 0.1x work, Coogan explores the cost of talent hoarding by Big Tech and reviews Nvidia's staggering year-over-year profit charts via Julius AI.1:10:08–1:15:19 · The hosts as informed peer 5/10 Startup Intern Housing Realities: Stripe Luxury vs. Crossmint Closet The hosts compare luxury Stripe intern housing with Crossmint's mattress-in-a-closet setup, with Hays recalling early startup retreat stories and Coogan discussing consistency in startup success.1:15:19–1:22:05 · The hosts as informed peer 6/10 AI Scaling Limits, Compute Energy, and Refusing Instruction Tuning Coogan analyzes the returns on investment for AI model scaling, questioning how much practical IQ gain is achieved per order of magnitude increase in compute and capital.1:22:05–1:28:59 · The hosts as informed peer 5/10 Demanding Better Hardware: Apple Printers and Tactile Reading Coogan critiques hardware printers and demands Apple build a superior one. Hays argues that branding agencies fail because creative directors prioritize awards, but Coogan counters that the real problem is corporate copy-paste homogenization.1:28:59–1:35:10 · The hosts as informed peer 6/10 Creator Business Models: Dude Perfect & Mark Rober vs. MrBeast Coogan compares Dude Perfect and Mark Rober's product ecosystems against MrBeast's CPG empire, and Hays explains the Eastern European VPN cartel dynamics that Coogan hadn't tracked.1:35:10–1:39:10 · The hosts as informed peer 5/10 Feudal Power Lunches and Round Table All-Hands The hosts riff on feudal power lunches and compare the historical round table to modern corporate all-hands meetings before reviewing data on late-stage tech secondaries outpacing IPOs.1:39:10–1:45:13 · The hosts as informed peer 5/10 The Controversy Around Zomato's Negative Salary Chief of Staff Reacting to Zomato's controversial negative salary chief of staff role, Coogan and Hays joke about candidates using the position to orchestrate hostile takeovers or trade options for rent.1:45:13–1:50:30 · The hosts as informed peer 6/10 Career and Capital Allocation Strategy for a 22-Year-Old Tech Rep Coogan and Hays offer capital allocation advice to a 22-year-old sales rep, with Coogan analyzing illiquid investments and government wealth transfer mechanics through bureaucratic jobs.1:50:30–1:57:42 · The hosts as informed peer 6/10 Anticipating OpenAI Sora and Generative B-Roll in Media Coogan shares insights from producing YouTube content to argue why instant generative B-roll might suffer from diminishing entertainment returns once completely commoditized.1:57:42–2:04:09 · The hosts as informed peer 5/10 Omega Speedmasters, Engagement Rings, and Watch Mansplaining The hosts discuss Gary Gensler's planned SEC departure and debate regulatory enforcement by litigation before Hays pitches his Rora countertop water filter venture.2:04:09–2:09:37 · The hosts as informed peer 5/10 The Power of Printing Tweets and Archiving the Timeline Coogan defends his practice of printing out tweets and physical newsletters, discussing how holding physical paper preserves timeline history and allows deeper annotation.2:09:37–2:15:22 · The hosts as informed peer 6/10 Dylan Field Calling Out Gary Gensler's Impact on Tech Coogan highlights Dylan Field's public rebuke of Gary Gensler, pointing out that investigative YouTubers and Twitter researchers routinely caught crypto scammers long before the SEC acted.2:15:22–2:24:22 · The hosts as informed peer 6/10 Debating GP Capital Commitments and First-Time Fund Economics Coogan and Hays debate LP expectations for GP capital commitments in first-time venture funds, the symbolism of horology across tech sectors, and Huberman's take on launching podcasts.0:00–11:05 · Guest teaching 2/10 Truth Zone: Fact Checking Teddy Schleifer's NYT Article Coogan recounts attending the Rockbridge Network summit in Las Vegas and fact-checks Teddy Schleifer's NYT piece quoting him. He demonstrates first-hand knowledge of the event details and journalistic tiers while Hays riffs along cooperatively.11:05–13:56 · Guest teaching 2/10 Size Gong Segment: Odoo's €500M Secondary Transaction Coogan and Hays debate whether a 500M Euro secondary transaction qualifies for the size gong, with Coogan pushing back on ringing it for Euros. Coogan brings up Andrew Reed at Sequoia and secondary market trends.13:56–20:07 · Guest teaching 2/10 Listener Question: The Mindset of an International Technology Brother Answering listener mail about being an international tech brother, Coogan and Hays discuss global tech culture before disagreeing on destination vow renewal venues, where Coogan directly counters Hays's world tour proposal.20:07–25:08 · Guest teaching 2/10 Promoted Post: Tesla Megapack and Grid Power Solutions Coogan corrects Hays on the pricing comparison between a Tesla Megapack and a Ferrari F80 during a sponsored post discussion, then celebrates crossing 2,000 X followers with champagne.25:08–32:58 · Guest teaching 2/10 The Shift from Tech Bro Starter Packs to Loud Opulence Both hosts humorously analyze the shift from tech bro starter packs to loud opulence and bespoke tailoring, discussing the 1% AUM rule for car purchases and decision intuition.32:58–38:34 · Guest teaching 2/10 Cloning YC Batches and Competition Dynamics Coogan breaks down competing narratives about Y Combinator batch dynamics and explains why direct competitors can ultimately serve as talent farms or acquisition targets.38:34–42:35 · Guest teaching 1/10 High-Skilled Visas and the US Brain Drain Strategy Coogan discusses offering recommendation letters for H-1B and O-1 visa applicants, emphasizing aggressive US talent recruitment and national brain drain strategies.42:35–48:03 · Guest teaching 3/10 Trolling the Media with Jaguar's Viral Rebrand Controversy Hays clarifies to Coogan that the viral Jaguar logo designer post was an outside troll rather than an official company employee, prompting banter about branding culture.48:03–52:05 · Guest teaching 2/10 The Value of Ideas, Execution, and Pre-Seed NDAs Coogan shares his experience founding Lucy and creating Breakers during COVID to illustrate how stepping back to generate differentiated ideas drives startup pivots, while Hays rails against pre-seed NDAs.52:05–58:34 · Guest teaching 2/10 American Re-Industrialization and Touching Metal Coogan outlines how leapfrogging into humanoid robotics and automation is America's true industrialization path rather than fighting legacy manufacturing battles. They also discuss inbox zero philosophy.58:34–1:02:31 · Guest teaching 2/10 Stripe's Luxury NYC Intern Housing and Talent Mentorship Coogan reflects on his own Citadel internship experience and reveals he shared a YC batch with Substack and OpenSea, highlighting how generous intern programs function as leadership pipelines.1:02:31–1:10:08 · Guest teaching 2/10 Uncovering Ghost Engineers and Organizational Bloat in Tech Discussing research into ghost engineers who do 0.1x work, Coogan explores the cost of talent hoarding by Big Tech and reviews Nvidia's staggering year-over-year profit charts via Julius AI.1:10:08–1:15:19 · Guest teaching 2/10 Startup Intern Housing Realities: Stripe Luxury vs. Crossmint Closet The hosts compare luxury Stripe intern housing with Crossmint's mattress-in-a-closet setup, with Hays recalling early startup retreat stories and Coogan discussing consistency in startup success.1:15:19–1:22:05 · Guest teaching 2/10 AI Scaling Limits, Compute Energy, and Refusing Instruction Tuning Coogan analyzes the returns on investment for AI model scaling, questioning how much practical IQ gain is achieved per order of magnitude increase in compute and capital.1:22:05–1:28:59 · Guest teaching 3/10 Demanding Better Hardware: Apple Printers and Tactile Reading Coogan critiques hardware printers and demands Apple build a superior one. Hays argues that branding agencies fail because creative directors prioritize awards, but Coogan counters that the real problem is corporate copy-paste homogenization.1:28:59–1:35:10 · Guest teaching 3/10 Creator Business Models: Dude Perfect & Mark Rober vs. MrBeast Coogan compares Dude Perfect and Mark Rober's product ecosystems against MrBeast's CPG empire, and Hays explains the Eastern European VPN cartel dynamics that Coogan hadn't tracked.1:35:10–1:39:10 · Guest teaching 1/10 Feudal Power Lunches and Round Table All-Hands The hosts riff on feudal power lunches and compare the historical round table to modern corporate all-hands meetings before reviewing data on late-stage tech secondaries outpacing IPOs.1:39:10–1:45:13 · Guest teaching 2/10 The Controversy Around Zomato's Negative Salary Chief of Staff Reacting to Zomato's controversial negative salary chief of staff role, Coogan and Hays joke about candidates using the position to orchestrate hostile takeovers or trade options for rent.1:45:13–1:50:30 · Guest teaching 2/10 Career and Capital Allocation Strategy for a 22-Year-Old Tech Rep Coogan and Hays offer capital allocation advice to a 22-year-old sales rep, with Coogan analyzing illiquid investments and government wealth transfer mechanics through bureaucratic jobs.1:50:30–1:57:42 · Guest teaching 2/10 Anticipating OpenAI Sora and Generative B-Roll in Media Coogan shares insights from producing YouTube content to argue why instant generative B-roll might suffer from diminishing entertainment returns once completely commoditized.1:57:42–2:04:09 · Guest teaching 2/10 Omega Speedmasters, Engagement Rings, and Watch Mansplaining The hosts discuss Gary Gensler's planned SEC departure and debate regulatory enforcement by litigation before Hays pitches his Rora countertop water filter venture.2:04:09–2:09:37 · Guest teaching 2/10 The Power of Printing Tweets and Archiving the Timeline Coogan defends his practice of printing out tweets and physical newsletters, discussing how holding physical paper preserves timeline history and allows deeper annotation.2:09:37–2:15:22 · Guest teaching 2/10 Dylan Field Calling Out Gary Gensler's Impact on Tech Coogan highlights Dylan Field's public rebuke of Gary Gensler, pointing out that investigative YouTubers and Twitter researchers routinely caught crypto scammers long before the SEC acted.2:15:22–2:24:22 · Guest teaching 2/10 Debating GP Capital Commitments and First-Time Fund Economics Coogan and Hays debate LP expectations for GP capital commitments in first-time venture funds, the symbolism of horology across tech sectors, and Huberman's take on launching podcasts.0:00–11:05 · Guest disagreement 1/10 Truth Zone: Fact Checking Teddy Schleifer's NYT Article Coogan recounts attending the Rockbridge Network summit in Las Vegas and fact-checks Teddy Schleifer's NYT piece quoting him. He demonstrates first-hand knowledge of the event details and journalistic tiers while Hays riffs along cooperatively.11:05–13:56 · Guest disagreement 2/10 Size Gong Segment: Odoo's €500M Secondary Transaction Coogan and Hays debate whether a 500M Euro secondary transaction qualifies for the size gong, with Coogan pushing back on ringing it for Euros. Coogan brings up Andrew Reed at Sequoia and secondary market trends.13:56–20:07 · Guest disagreement 3/10 Listener Question: The Mindset of an International Technology Brother Answering listener mail about being an international tech brother, Coogan and Hays discuss global tech culture before disagreeing on destination vow renewal venues, where Coogan directly counters Hays's world tour proposal.20:07–25:08 · Guest disagreement 2/10 Promoted Post: Tesla Megapack and Grid Power Solutions Coogan corrects Hays on the pricing comparison between a Tesla Megapack and a Ferrari F80 during a sponsored post discussion, then celebrates crossing 2,000 X followers with champagne.25:08–32:58 · Guest disagreement 1/10 The Shift from Tech Bro Starter Packs to Loud Opulence Both hosts humorously analyze the shift from tech bro starter packs to loud opulence and bespoke tailoring, discussing the 1% AUM rule for car purchases and decision intuition.32:58–38:34 · Guest disagreement 2/10 Cloning YC Batches and Competition Dynamics Coogan breaks down competing narratives about Y Combinator batch dynamics and explains why direct competitors can ultimately serve as talent farms or acquisition targets.38:34–42:35 · Guest disagreement 1/10 High-Skilled Visas and the US Brain Drain Strategy Coogan discusses offering recommendation letters for H-1B and O-1 visa applicants, emphasizing aggressive US talent recruitment and national brain drain strategies.42:35–48:03 · Guest disagreement 2/10 Trolling the Media with Jaguar's Viral Rebrand Controversy Hays clarifies to Coogan that the viral Jaguar logo designer post was an outside troll rather than an official company employee, prompting banter about branding culture.48:03–52:05 · Guest disagreement 2/10 The Value of Ideas, Execution, and Pre-Seed NDAs Coogan shares his experience founding Lucy and creating Breakers during COVID to illustrate how stepping back to generate differentiated ideas drives startup pivots, while Hays rails against pre-seed NDAs.52:05–58:34 · Guest disagreement 3/10 American Re-Industrialization and Touching Metal Coogan outlines how leapfrogging into humanoid robotics and automation is America's true industrialization path rather than fighting legacy manufacturing battles. They also discuss inbox zero philosophy.58:34–1:02:31 · Guest disagreement 1/10 Stripe's Luxury NYC Intern Housing and Talent Mentorship Coogan reflects on his own Citadel internship experience and reveals he shared a YC batch with Substack and OpenSea, highlighting how generous intern programs function as leadership pipelines.1:02:31–1:10:08 · Guest disagreement 2/10 Uncovering Ghost Engineers and Organizational Bloat in Tech Discussing research into ghost engineers who do 0.1x work, Coogan explores the cost of talent hoarding by Big Tech and reviews Nvidia's staggering year-over-year profit charts via Julius AI.1:10:08–1:15:19 · Guest disagreement 2/10 Startup Intern Housing Realities: Stripe Luxury vs. Crossmint Closet The hosts compare luxury Stripe intern housing with Crossmint's mattress-in-a-closet setup, with Hays recalling early startup retreat stories and Coogan discussing consistency in startup success.1:15:19–1:22:05 · Guest disagreement 2/10 AI Scaling Limits, Compute Energy, and Refusing Instruction Tuning Coogan analyzes the returns on investment for AI model scaling, questioning how much practical IQ gain is achieved per order of magnitude increase in compute and capital.1:22:05–1:28:59 · Guest disagreement 3/10 Demanding Better Hardware: Apple Printers and Tactile Reading Coogan critiques hardware printers and demands Apple build a superior one. Hays argues that branding agencies fail because creative directors prioritize awards, but Coogan counters that the real problem is corporate copy-paste homogenization.1:28:59–1:35:10 · Guest disagreement 2/10 Creator Business Models: Dude Perfect & Mark Rober vs. MrBeast Coogan compares Dude Perfect and Mark Rober's product ecosystems against MrBeast's CPG empire, and Hays explains the Eastern European VPN cartel dynamics that Coogan hadn't tracked.1:35:10–1:39:10 · Guest disagreement 1/10 Feudal Power Lunches and Round Table All-Hands The hosts riff on feudal power lunches and compare the historical round table to modern corporate all-hands meetings before reviewing data on late-stage tech secondaries outpacing IPOs.1:39:10–1:45:13 · Guest disagreement 2/10 The Controversy Around Zomato's Negative Salary Chief of Staff Reacting to Zomato's controversial negative salary chief of staff role, Coogan and Hays joke about candidates using the position to orchestrate hostile takeovers or trade options for rent.1:45:13–1:50:30 · Guest disagreement 2/10 Career and Capital Allocation Strategy for a 22-Year-Old Tech Rep Coogan and Hays offer capital allocation advice to a 22-year-old sales rep, with Coogan analyzing illiquid investments and government wealth transfer mechanics through bureaucratic jobs.1:50:30–1:57:42 · Guest disagreement 2/10 Anticipating OpenAI Sora and Generative B-Roll in Media Coogan shares insights from producing YouTube content to argue why instant generative B-roll might suffer from diminishing entertainment returns once completely commoditized.1:57:42–2:04:09 · Guest disagreement 2/10 Omega Speedmasters, Engagement Rings, and Watch Mansplaining The hosts discuss Gary Gensler's planned SEC departure and debate regulatory enforcement by litigation before Hays pitches his Rora countertop water filter venture.2:04:09–2:09:37 · Guest disagreement 1/10 The Power of Printing Tweets and Archiving the Timeline Coogan defends his practice of printing out tweets and physical newsletters, discussing how holding physical paper preserves timeline history and allows deeper annotation.2:09:37–2:15:22 · Guest disagreement 2/10 Dylan Field Calling Out Gary Gensler's Impact on Tech Coogan highlights Dylan Field's public rebuke of Gary Gensler, pointing out that investigative YouTubers and Twitter researchers routinely caught crypto scammers long before the SEC acted.2:15:22–2:24:22 · Guest disagreement 2/10 Debating GP Capital Commitments and First-Time Fund Economics Coogan and Hays debate LP expectations for GP capital commitments in first-time venture funds, the symbolism of horology across tech sectors, and Huberman's take on launching podcasts.0:00–11:05 · The hosts pushing back 2/10 Truth Zone: Fact Checking Teddy Schleifer's NYT Article Coogan recounts attending the Rockbridge Network summit in Las Vegas and fact-checks Teddy Schleifer's NYT piece quoting him. He demonstrates first-hand knowledge of the event details and journalistic tiers while Hays riffs along cooperatively.11:05–13:56 · The hosts pushing back 3/10 Size Gong Segment: Odoo's €500M Secondary Transaction Coogan and Hays debate whether a 500M Euro secondary transaction qualifies for the size gong, with Coogan pushing back on ringing it for Euros. Coogan brings up Andrew Reed at Sequoia and secondary market trends.13:56–20:07 · The hosts pushing back 4/10 Listener Question: The Mindset of an International Technology Brother Answering listener mail about being an international tech brother, Coogan and Hays discuss global tech culture before disagreeing on destination vow renewal venues, where Coogan directly counters Hays's world tour proposal.20:07–25:08 · The hosts pushing back 3/10 Promoted Post: Tesla Megapack and Grid Power Solutions Coogan corrects Hays on the pricing comparison between a Tesla Megapack and a Ferrari F80 during a sponsored post discussion, then celebrates crossing 2,000 X followers with champagne.25:08–32:58 · The hosts pushing back 2/10 The Shift from Tech Bro Starter Packs to Loud Opulence Both hosts humorously analyze the shift from tech bro starter packs to loud opulence and bespoke tailoring, discussing the 1% AUM rule for car purchases and decision intuition.32:58–38:34 · The hosts pushing back 2/10 Cloning YC Batches and Competition Dynamics Coogan breaks down competing narratives about Y Combinator batch dynamics and explains why direct competitors can ultimately serve as talent farms or acquisition targets.38:34–42:35 · The hosts pushing back 1/10 High-Skilled Visas and the US Brain Drain Strategy Coogan discusses offering recommendation letters for H-1B and O-1 visa applicants, emphasizing aggressive US talent recruitment and national brain drain strategies.42:35–48:03 · The hosts pushing back 3/10 Trolling the Media with Jaguar's Viral Rebrand Controversy Hays clarifies to Coogan that the viral Jaguar logo designer post was an outside troll rather than an official company employee, prompting banter about branding culture.48:03–52:05 · The hosts pushing back 3/10 The Value of Ideas, Execution, and Pre-Seed NDAs Coogan shares his experience founding Lucy and creating Breakers during COVID to illustrate how stepping back to generate differentiated ideas drives startup pivots, while Hays rails against pre-seed NDAs.52:05–58:34 · The hosts pushing back 3/10 American Re-Industrialization and Touching Metal Coogan outlines how leapfrogging into humanoid robotics and automation is America's true industrialization path rather than fighting legacy manufacturing battles. They also discuss inbox zero philosophy.58:34–1:02:31 · The hosts pushing back 2/10 Stripe's Luxury NYC Intern Housing and Talent Mentorship Coogan reflects on his own Citadel internship experience and reveals he shared a YC batch with Substack and OpenSea, highlighting how generous intern programs function as leadership pipelines.1:02:31–1:10:08 · The hosts pushing back 2/10 Uncovering Ghost Engineers and Organizational Bloat in Tech Discussing research into ghost engineers who do 0.1x work, Coogan explores the cost of talent hoarding by Big Tech and reviews Nvidia's staggering year-over-year profit charts via Julius AI.1:10:08–1:15:19 · The hosts pushing back 2/10 Startup Intern Housing Realities: Stripe Luxury vs. Crossmint Closet The hosts compare luxury Stripe intern housing with Crossmint's mattress-in-a-closet setup, with Hays recalling early startup retreat stories and Coogan discussing consistency in startup success.1:15:19–1:22:05 · The hosts pushing back 2/10 AI Scaling Limits, Compute Energy, and Refusing Instruction Tuning Coogan analyzes the returns on investment for AI model scaling, questioning how much practical IQ gain is achieved per order of magnitude increase in compute and capital.1:22:05–1:28:59 · The hosts pushing back 4/10 Demanding Better Hardware: Apple Printers and Tactile Reading Coogan critiques hardware printers and demands Apple build a superior one. Hays argues that branding agencies fail because creative directors prioritize awards, but Coogan counters that the real problem is corporate copy-paste homogenization.1:28:59–1:35:10 · The hosts pushing back 2/10 Creator Business Models: Dude Perfect & Mark Rober vs. MrBeast Coogan compares Dude Perfect and Mark Rober's product ecosystems against MrBeast's CPG empire, and Hays explains the Eastern European VPN cartel dynamics that Coogan hadn't tracked.1:35:10–1:39:10 · The hosts pushing back 1/10 Feudal Power Lunches and Round Table All-Hands The hosts riff on feudal power lunches and compare the historical round table to modern corporate all-hands meetings before reviewing data on late-stage tech secondaries outpacing IPOs.1:39:10–1:45:13 · The hosts pushing back 2/10 The Controversy Around Zomato's Negative Salary Chief of Staff Reacting to Zomato's controversial negative salary chief of staff role, Coogan and Hays joke about candidates using the position to orchestrate hostile takeovers or trade options for rent.1:45:13–1:50:30 · The hosts pushing back 2/10 Career and Capital Allocation Strategy for a 22-Year-Old Tech Rep Coogan and Hays offer capital allocation advice to a 22-year-old sales rep, with Coogan analyzing illiquid investments and government wealth transfer mechanics through bureaucratic jobs.1:50:30–1:57:42 · The hosts pushing back 2/10 Anticipating OpenAI Sora and Generative B-Roll in Media Coogan shares insights from producing YouTube content to argue why instant generative B-roll might suffer from diminishing entertainment returns once completely commoditized.1:57:42–2:04:09 · The hosts pushing back 2/10 Omega Speedmasters, Engagement Rings, and Watch Mansplaining The hosts discuss Gary Gensler's planned SEC departure and debate regulatory enforcement by litigation before Hays pitches his Rora countertop water filter venture.2:04:09–2:09:37 · The hosts pushing back 2/10 The Power of Printing Tweets and Archiving the Timeline Coogan defends his practice of printing out tweets and physical newsletters, discussing how holding physical paper preserves timeline history and allows deeper annotation.2:09:37–2:15:22 · The hosts pushing back 2/10 Dylan Field Calling Out Gary Gensler's Impact on Tech Coogan highlights Dylan Field's public rebuke of Gary Gensler, pointing out that investigative YouTubers and Twitter researchers routinely caught crypto scammers long before the SEC acted.2:15:22–2:24:22 · The hosts pushing back 2/10 Debating GP Capital Commitments and First-Time Fund Economics Coogan and Hays debate LP expectations for GP capital commitments in first-time venture funds, the symbolism of horology across tech sectors, and Huberman's take on launching podcasts.

speaking balance: gold is the hosts, purple is the guest (3 minute bins)

0:00 · the hosts 85.1% · guest 14.9%0:00 · the hosts 85.1% · guest 14.9%3:00 · the hosts 76.6% · guest 23.4%3:00 · the hosts 76.6% · guest 23.4%6:00 · the hosts 88% · guest 12%6:00 · the hosts 88% · guest 12%9:00 · the hosts 70.1% · guest 29.9%9:00 · the hosts 70.1% · guest 29.9%12:00 · the hosts 58.3% · guest 41.7%12:00 · the hosts 58.3% · guest 41.7%15:00 · the hosts 61.3% · guest 38.7%15:00 · the hosts 61.3% · guest 38.7%18:00 · the hosts 40.3% · guest 59.7%18:00 · the hosts 40.3% · guest 59.7%21:00 · the hosts 53.5% · guest 46.5%21:00 · the hosts 53.5% · guest 46.5%24:00 · the hosts 65.8% · guest 34.2%24:00 · the hosts 65.8% · guest 34.2%27:00 · the hosts 44.4% · guest 55.6%27:00 · the hosts 44.4% · guest 55.6%30:00 · the hosts 60.1% · guest 39.9%30:00 · the hosts 60.1% · guest 39.9%33:00 · the hosts 46.6% · guest 53.4%33:00 · the hosts 46.6% · guest 53.4%36:00 · the hosts 57.7% · guest 42.3%36:00 · the hosts 57.7% · guest 42.3%39:00 · the hosts 55.8% · guest 44.2%39:00 · the hosts 55.8% · guest 44.2%42:00 · the hosts 31.2% · guest 68.8%42:00 · the hosts 31.2% · guest 68.8%45:00 · the hosts 43.2% · guest 56.8%45:00 · the hosts 43.2% · guest 56.8%48:00 · the hosts 45.6% · guest 54.4%48:00 · the hosts 45.6% · guest 54.4%51:00 · the hosts 61.6% · guest 38.4%51:00 · the hosts 61.6% · guest 38.4%54:00 · the hosts 37.3% · guest 62.7%54:00 · the hosts 37.3% · guest 62.7%57:00 · the hosts 65.8% · guest 34.2%57:00 · the hosts 65.8% · guest 34.2%1:00:00 · the hosts 76.5% · guest 23.5%1:00:00 · the hosts 76.5% · guest 23.5%1:03:00 · the hosts 38.5% · guest 61.5%1:03:00 · the hosts 38.5% · guest 61.5%1:06:00 · the hosts 42% · guest 58%1:06:00 · the hosts 42% · guest 58%1:09:00 · the hosts 44% · guest 56%1:09:00 · the hosts 44% · guest 56%1:12:00 · the hosts 48.5% · guest 51.5%1:12:00 · the hosts 48.5% · guest 51.5%1:15:00 · the hosts 83.1% · guest 16.9%1:15:00 · the hosts 83.1% · guest 16.9%1:18:00 · the hosts 65.5% · guest 34.5%1:18:00 · the hosts 65.5% · guest 34.5%1:21:00 · the hosts 45.4% · guest 54.6%1:21:00 · the hosts 45.4% · guest 54.6%1:24:00 · the hosts 31.4% · guest 68.6%1:24:00 · the hosts 31.4% · guest 68.6%1:27:00 · the hosts 34.2% · guest 65.8%1:27:00 · the hosts 34.2% · guest 65.8%1:30:00 · the hosts 64.6% · guest 35.4%1:30:00 · the hosts 64.6% · guest 35.4%1:33:00 · the hosts 72.6% · guest 27.4%1:33:00 · the hosts 72.6% · guest 27.4%1:36:00 · the hosts 63.7% · guest 36.3%1:36:00 · the hosts 63.7% · guest 36.3%1:39:00 · the hosts 63.8% · guest 36.2%1:39:00 · the hosts 63.8% · guest 36.2%1:42:00 · the hosts 47.5% · guest 52.5%1:42:00 · the hosts 47.5% · guest 52.5%1:45:00 · the hosts 29.1% · guest 70.9%1:45:00 · the hosts 29.1% · guest 70.9%1:48:00 · the hosts 39% · guest 61%1:48:00 · the hosts 39% · guest 61%1:51:00 · the hosts 56.2% · guest 43.8%1:51:00 · the hosts 56.2% · guest 43.8%1:54:00 · the hosts 38.3% · guest 61.7%1:54:00 · the hosts 38.3% · guest 61.7%1:57:00 · the hosts 42% · guest 58%1:57:00 · the hosts 42% · guest 58%2:00:00 · the hosts 15.4% · guest 84.6%2:00:00 · the hosts 15.4% · guest 84.6%2:03:00 · the hosts 64.5% · guest 35.5%2:03:00 · the hosts 64.5% · guest 35.5%2:06:00 · the hosts 59.4% · guest 40.6%2:06:00 · the hosts 59.4% · guest 40.6%2:09:00 · the hosts 74.5% · guest 25.5%2:09:00 · the hosts 74.5% · guest 25.5%2:12:00 · the hosts 54.8% · guest 45.2%2:12:00 · the hosts 54.8% · guest 45.2%2:15:00 · the hosts 44.3% · guest 55.7%2:15:00 · the hosts 44.3% · guest 55.7%2:18:00 · the hosts 46.8% · guest 53.2%2:18:00 · the hosts 46.8% · guest 53.2%2:21:00 · the hosts 55.9% · guest 44.1%2:21:00 · the hosts 55.9% · guest 44.1%2:24:00 · the hosts 55.5% · guest 44.5%2:24:00 · the hosts 55.5% · guest 44.5%
Sharpest disagreement ▶ 1:25:40 Branding agency blame debate

Hays insists that failed rebrands stem from creative directors hunting awards, pushing back directly against Coogan's view that bland copycat agencies are the culprit.

Hardest push from the hosts ▶ 19:05 Pushing back against international vow renewals

Coogan firmly rejects Hays's proposal for an ambitious multi-city European tour, arguing domestic US locations are far superior to keep attendees on-property and avoid jet lag.

Biggest teaching moment ▶ 1:32:19 Explaining the consolidated VPN market

Hays informs Coogan that the global VPN advertising landscape is heavily dominated by a single consolidated Eastern European owner rather than a fragmented market.

The host holds their own ▶ 2:10:20 Exposing SEC enforcement lag

Coogan delivers a sharp analysis showing that online sleuths and YouTubers like Coffeezilla uncovered major crypto frauds years before the SEC ever stepped in.

the scores for every segment, with the reasoning behind each
ChapterTopicThe hosts as informed peerGuest teachingGuest disagreementThe hosts pushing backWhy
Truth Zone: Fact Checking Teddy Schleifer's NYT Article 6212 Coogan recounts attending the Rockbridge Network summit in Las Vegas and fact-checks Teddy Schleifer's NYT piece quoting him. He demonstrates first-hand knowledge of the event details and journalistic tiers while Hays riffs along cooperatively.
Size Gong Segment: Odoo's €500M Secondary Transaction 5223 Coogan and Hays debate whether a 500M Euro secondary transaction qualifies for the size gong, with Coogan pushing back on ringing it for Euros. Coogan brings up Andrew Reed at Sequoia and secondary market trends.
Listener Question: The Mindset of an International Technology Brother 5234 Answering listener mail about being an international tech brother, Coogan and Hays discuss global tech culture before disagreeing on destination vow renewal venues, where Coogan directly counters Hays's world tour proposal.
Promoted Post: Tesla Megapack and Grid Power Solutions 4223 Coogan corrects Hays on the pricing comparison between a Tesla Megapack and a Ferrari F80 during a sponsored post discussion, then celebrates crossing 2,000 X followers with champagne.
The Shift from Tech Bro Starter Packs to Loud Opulence 5212 Both hosts humorously analyze the shift from tech bro starter packs to loud opulence and bespoke tailoring, discussing the 1% AUM rule for car purchases and decision intuition.
Cloning YC Batches and Competition Dynamics 6222 Coogan breaks down competing narratives about Y Combinator batch dynamics and explains why direct competitors can ultimately serve as talent farms or acquisition targets.
High-Skilled Visas and the US Brain Drain Strategy 5111 Coogan discusses offering recommendation letters for H-1B and O-1 visa applicants, emphasizing aggressive US talent recruitment and national brain drain strategies.
Trolling the Media with Jaguar's Viral Rebrand Controversy 5323 Hays clarifies to Coogan that the viral Jaguar logo designer post was an outside troll rather than an official company employee, prompting banter about branding culture.
The Value of Ideas, Execution, and Pre-Seed NDAs 6223 Coogan shares his experience founding Lucy and creating Breakers during COVID to illustrate how stepping back to generate differentiated ideas drives startup pivots, while Hays rails against pre-seed NDAs.
American Re-Industrialization and Touching Metal 6233 Coogan outlines how leapfrogging into humanoid robotics and automation is America's true industrialization path rather than fighting legacy manufacturing battles. They also discuss inbox zero philosophy.
Stripe's Luxury NYC Intern Housing and Talent Mentorship 6212 Coogan reflects on his own Citadel internship experience and reveals he shared a YC batch with Substack and OpenSea, highlighting how generous intern programs function as leadership pipelines.
Uncovering Ghost Engineers and Organizational Bloat in Tech 6222 Discussing research into ghost engineers who do 0.1x work, Coogan explores the cost of talent hoarding by Big Tech and reviews Nvidia's staggering year-over-year profit charts via Julius AI.
Startup Intern Housing Realities: Stripe Luxury vs. Crossmint Closet 5222 The hosts compare luxury Stripe intern housing with Crossmint's mattress-in-a-closet setup, with Hays recalling early startup retreat stories and Coogan discussing consistency in startup success.
AI Scaling Limits, Compute Energy, and Refusing Instruction Tuning 6222 Coogan analyzes the returns on investment for AI model scaling, questioning how much practical IQ gain is achieved per order of magnitude increase in compute and capital.
Demanding Better Hardware: Apple Printers and Tactile Reading 5334 Coogan critiques hardware printers and demands Apple build a superior one. Hays argues that branding agencies fail because creative directors prioritize awards, but Coogan counters that the real problem is corporate copy-paste homogenization.
Creator Business Models: Dude Perfect & Mark Rober vs. MrBeast 6322 Coogan compares Dude Perfect and Mark Rober's product ecosystems against MrBeast's CPG empire, and Hays explains the Eastern European VPN cartel dynamics that Coogan hadn't tracked.
Feudal Power Lunches and Round Table All-Hands 5111 The hosts riff on feudal power lunches and compare the historical round table to modern corporate all-hands meetings before reviewing data on late-stage tech secondaries outpacing IPOs.
The Controversy Around Zomato's Negative Salary Chief of Staff 5222 Reacting to Zomato's controversial negative salary chief of staff role, Coogan and Hays joke about candidates using the position to orchestrate hostile takeovers or trade options for rent.
Career and Capital Allocation Strategy for a 22-Year-Old Tech Rep 6222 Coogan and Hays offer capital allocation advice to a 22-year-old sales rep, with Coogan analyzing illiquid investments and government wealth transfer mechanics through bureaucratic jobs.
Anticipating OpenAI Sora and Generative B-Roll in Media 6222 Coogan shares insights from producing YouTube content to argue why instant generative B-roll might suffer from diminishing entertainment returns once completely commoditized.
Omega Speedmasters, Engagement Rings, and Watch Mansplaining 5222 The hosts discuss Gary Gensler's planned SEC departure and debate regulatory enforcement by litigation before Hays pitches his Rora countertop water filter venture.
The Power of Printing Tweets and Archiving the Timeline 5212 Coogan defends his practice of printing out tweets and physical newsletters, discussing how holding physical paper preserves timeline history and allows deeper annotation.
Dylan Field Calling Out Gary Gensler's Impact on Tech 6222 Coogan highlights Dylan Field's public rebuke of Gary Gensler, pointing out that investigative YouTubers and Twitter researchers routinely caught crypto scammers long before the SEC acted.
Debating GP Capital Commitments and First-Time Fund Economics 6222 Coogan and Hays debate LP expectations for GP capital commitments in first-time venture funds, the symbolism of horology across tech sectors, and Huberman's take on launching podcasts.

Statements from this episode (82)

Opinion
The Winklevoss Twins Deserve More Credit for Reinventing Themselves in Crypto
“They do not get enough credit for reinventing themselves. And running it back. Like a massive way. And it's honestly, if companies like Coinbase were not so dominant. From a narrative standpoint, they would get even more credit.”
Jordi Hays Nov 23, 2024 ▶ 7:05
Assertion Supported
Rockbridge Network Charges Up to $1M for Principal Partners
“Rockbridge has grown significantly. They used to let Prospective members attend for just 5000. Now it's 25,000, although some people said privately that they had been able to get in for less. The cost to be a limited partner is a hundred K and the cost to be a…”
John Coogan Nov 23, 2024 ▶ 10:11
Assertion Supported
Odoo Announced a €500 Million Secondary Investment at a €5 Billion Valuation
“Fabian Pinkhares is announcing a five hundred million, ooh, million? I was gonna say dollars, but then I caught the symbol here, five hundred million euro investment in UDU at a five billion euro valuation. Which has been led by Capital G and Sequoia Capital a…”
Jordi Hays Nov 23, 2024 ▶ 11:18
Opinion
The Four Seasons and Ritz-Carlton Have Degraded Dramatically in Quality
“You can go very wrong with just about every Four Seasons and every Ruiz Carlton in the world now. Those brands have gone downhill pretty dramatically.”
Jordi Hays Nov 23, 2024 ▶ 18:02
Assertion Supported
Tesla Provides Instant Online Quotes for 100MWh Megapack Systems
“You can literally get a quote for a hundred megawatt hour Tesla Megapack system online without speaking to a human.”
Jordi Hays Nov 23, 2024 ▶ 20:17
Assertion Supported
Tesla Megapack orders placed in late 2024 show Q3 2025 delivery timeline
“At this point, if you order today you can get a delivery in Q three, 20, 25.”
Jordi Hays Nov 23, 2024 ▶ 20:36
Assertion Supported
Perplexity Launched an AI-Native Competitor to Google Shopping
“They launched their competitor to Google Shopping, and it's just much more AI native, much more driven by, take a picture.”
John Coogan Nov 23, 2024 ▶ 25:23
Insight
VCs Should Spend 1% of Their Fund's AUM on a Personal Car
“If you're a venture capitalist, take one percent of your AUM and that is the budget that you should use for your daily driver.”
Jordi Hays Nov 23, 2024 ▶ 28:07
Insight
Concretizing an Investment Playbook Destroys All Alpha
“Everyone wants a pattern or a playbook that they can, and that's the stuff that normally does really well on social media, is like, just do this checklist, just build this model, and this will deliver results, but as soon as you can concretize it, You lose all…”
John Coogan Nov 23, 2024 ▶ 31:51
Disclosure
Jordy Hays Decided His Best Pre-Seed Investment in Three Minutes
“My best pre-seed investment ever. Is a company where when I met the CEO, you know, within literally probably three minutes of talking, I knew I wanted to invest. I knew the company would work and sort of get to the level of traction that it has.”
Jordi Hays Nov 23, 2024 ▶ 32:09
Assertion Supported
Y Combinator Does Not Avoid Investing in Direct Competitors
“Why sees a mafia? Like they will crown a champion and then they will never do a deal in that space again. And it's kind of like the exact opposite. Totally not true.”
John Coogan Nov 23, 2024 ▶ 33:54
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
Assertion Not publicly verifiable
Startup Traba Relocated to Ramp's Office to Work Through Soho Fire
“Large fire breaks out on Soho rooftop, and the, and they got press around this because they kept working, and it says FDNY, Hottest startup in NYC, Traba, stays locked in despite fire. I love that they called NBC New York and got this done. It's amazing. And t…”
John Coogan Nov 23, 2024 ▶ 35:55
Opinion
The US Must Act as a Talent Magnet to Brain-Drain Foreign Countries
“We need to acquire, we need to be a talent magnet. We need to brain drain all the un-American companies, all the un-American countries. Need to be brain drained.”
John Coogan Nov 23, 2024 ▶ 39:42
Insight
The Updated X Algorithm Pushes Post Engagement to Extreme Variance
“And it's easier than ever, given the new X algorithm, because it, everything is getting more pushed out to the edges of the curve, essentially. Like, you will have a post that goes mega viral, and then the next one will get 26 likes.”
John Coogan Nov 23, 2024 ▶ 40:48
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
Opinion
The Porsche Collaboration Provided More Value to Aimé Leon Dore
“I think this does more for ALD than it does for Portia.”
Jordi Hays Nov 23, 2024 ▶ 46:24
Assertion Not checkable as stated
Porsche's Aimé Leon Dore Campaign Was Not a Response to Jaguar
“Porsche launched this ALD one that looks very retro, very like classic. And so people were immediately like, oh, Porsche gets it. And it's like, they do, but it wasn't, this wasn't an answer to Jaguar. That's not how these firms work.”
John Coogan Nov 23, 2024 ▶ 46:57
Insight
Most Founders Should Spend Considerably More Time Thinking Before Starting
“Ideas are not worthless. Most people should spend considerably more time thinking about what to work on before they start. And I couldn't agree with more, more with that.”
John Coogan Nov 23, 2024 ▶ 48:17
Insight
Asking an Investor to Sign an NDA Signals a Startup Will Fail
“It is the most negative signal when you talk to a founder, and they're, like, cagey about their idea, or they're like, oh, like, I mean, I still, like, maybe three times a year will take a meeting with a company, and they try to get me to sign an NDA, and I'm …”
Jordi Hays Nov 23, 2024 ▶ 49:20
Prediction Not checkable as stated
A Top Founder Will Eventually Make Pre-Pitch NDAs a Status Symbol
“I do think this is gonna be a pendulum swing thing, though, and eventually there's gonna be the Chad founder who forces everyone to sign NDAs and makes it very embarrassing to the firms and degrades them, and it becomes a status symbol.”
John Coogan Nov 23, 2024 ▶ 51:36
Assertion Supported
Jai Malik Returned Fund Capital Over High Early-Stage Valuations
“He actually had a fund and decided to return capital at one point because he felt like everything was too overvalued at the early stage.”
Jordi Hays Nov 23, 2024 ▶ 53:13
Opinion
Automation and Humanoid Robotics Are the Path to US Re-Industrialization
“I do think that there's an interesting thesis I heard that the path to real re-industrialization in America is not Not through trying to play the last war, but instead focusing on the next war, which is humanoid robotics, and if we really get that right, and w…”
John Coogan Nov 23, 2024 ▶ 53:28
Opinion
Inbox Zero Is the Worst Productivity Target to Pursue
“This is why inbox zero is like, there's the worst thing to go for because inbox zero.”
Jordi Hays Nov 23, 2024 ▶ 55:47
Insight
Marking Cold Sales Emails as Spam Trains Google's Algorithm Against Senders
“I've since moved to just the Gmail spam button because if you hit that, it blocks the sender and it also sends the message to the Google algorithm that like this company sucks, which I like.”
John Coogan Nov 23, 2024 ▶ 58:15
Insight
Companies Should Over-Invest in Interns to Identify Future Leaders
“Interns are not about getting output from the actual work that they do over the summer. It's about mentorship, evaluation, figuring out who the next generation of leaders will be at your firm, so. Highly recommend over-investing in your intern programs.”
John Coogan Nov 23, 2024 ▶ 59:21
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
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
Opinion
Elon Musk Cut 80% of Staff and X Runs Better Than Before
“Elon cut 80% of X and it runs better than it did before.”
Jordi Hays Nov 23, 2024 ▶ 1:05:52
Assertion Supported
NVIDIA's Q3 2024 Net Income Surpassed Its Total Q3 2023 Revenue
“NVIDIA's Q three, 20, 24 net income is higher than their Q three, 20, 23 revenue.”
John Coogan Nov 23, 2024 ▶ 1:07:01
Opinion
Investors Have Stopped Analyzing NVIDIA's Fundamentals Due to Meme Status
“I think NVIDIA has become such a meme that people have stopped actually analyzing the underlying business fundamentals. And they're just focused on like the market cap.”
Jordi Hays Nov 23, 2024 ▶ 1:07:09
Opinion
Heavy European Regulation Threatens to Destroy Legacy Automakers
“The biggest risk right now with the way that Europe is run is that they're trying to destroy the legacy car manufacturers by nannying them”
Jordi Hays Nov 23, 2024 ▶ 1:08:28
Assertion Supported
Posts Containing External Links Get Suppressed by the X Algorithm
“And they have to share the link. So that means that they get crushed on Axe because you can't share links.”
John Coogan Nov 23, 2024 ▶ 1:08:43
Insight
Early-Stage Startups Should Not Attract Interns Seeking Corporate Perks
“That's an example of like when you're Stripe and you have a fifty billion dollar market cap, yes, invest in your internship program. When you're Crossman and you're trying to be the next Stripe don't try to attract interns that are there for the perks, right?”
Jordi Hays Nov 23, 2024 ▶ 1:10:32
Assertion Supported
GLP-1 Users Must Lift Heavy and Maintain a High-Protein Diet
“I think Huberman was talking about this a little bit, like muscle loss is a big thing generally with these drugs, but that's why you got to be lifting heavy and on a high protein diet while you take them.”
John Coogan Nov 23, 2024 ▶ 1:11:51
Insight
Ideas-Guy CEOs Face a Trap Chasing Novelty Over Repetitive Execution
“I think if you're an ideas guy CEO, this can be, there's a real trap where you're trying to, like, think of the next new exciting novel thing when really you just need to do the boring thing over and over and over for years.”
Jordi Hays Nov 23, 2024 ▶ 1:12:41
Insight
Generating Novel Ideas Is a Function of Consistently Testing Concepts
“The novel idea is a function of consistency. Like a lot of the ideas guys that we know and talk about have lots of ideas and they are consistent with their ability to create new ideas and then test them in the real world.”
John Coogan Nov 23, 2024 ▶ 1:12:59
Assertion Supported
MicroStrategy's Stock Returned to Its All-Time High in November 2024
“MicroStrategy is back to their all-time high as of, like, last week.”
Jordi Hays Nov 23, 2024 ▶ 1:14:18
Opinion
MicroStrategy Is Essentially a Bitcoin ETF Trading at 3x Book Value
“It is basically a Bitcoin ETF that trades at a three X to book value.”
Jordi Hays Nov 23, 2024 ▶ 1:14:28
Opinion
Making Frontier AI Models 5% Smarter Is Almost Certainly Economically Worthwhile
“I think it's almost certainly worth it to be five percent smarter on these models, and I think that the economics are much easier, which is why the market's ripping so much.”
John Coogan Nov 23, 2024 ▶ 1:16:51
Opinion
Sam Altman Doesn't Lose Money and Can Be Trusted With Trillions
“I trust him with the money. Let him do it. He doesn't lose money. There's very few people in that league, but he's one of them.”
John Coogan Nov 23, 2024 ▶ 1:17:26
Insight
Work-Life Balance Promoters on Twitter Are Tricking Their Competitors Into Working Less
“I've long said that the work-life balance promoters on Twitter are just doing the game theoretic optimal strategy, which is tell all your competitors to take long vacations, not work hard.”
John Coogan Nov 23, 2024 ▶ 1:17:58
Opinion
Running a Hedge Fund and Major Crypto Exchange Simultaneously Makes Zero Sense
“Why is a guy running a hedge fund and running one of the biggest exchanges at the same time? Like, it just. Makes zero sense. Like, it just seems like very wrong.”
Jordi Hays Nov 23, 2024 ▶ 1:21:51
Insight
The Hardware and Ink Sales Combo Makes Printers a Great Business
“It's a great business model. You sell a piece of hardware and then you sell the ink.”
Jordi Hays Nov 23, 2024 ▶ 1:22:34
Opinion
Jaguar Is a Fantastic Legacy Brand Being Run Into the Ground
“Jaguar's, you know, fantastic legacy brand that's being run into the ground.”
Jordi Hays Nov 23, 2024 ▶ 1:24:56
Insight
Branding Agency Creative Directors Often Prioritize Awards Over Client Strategy
“The issue is that these branding agencies, there are certain creative directors within them that want to win awards. And that is not always aligned with the company's strategy, right?”
Jordi Hays Nov 23, 2024 ▶ 1:25:50
Assertion Partly supported
Dude Perfect Invested Over $100 Million in Their Entertainment Theme Park
“They recently opened up this like massive, like, it's like a theme park. I think the investment is like over a hundred million dollars on this huge,”
John Coogan Nov 23, 2024 ▶ 1:30:07
Assertion Not checkable as stated
VPN Businesses Have Extremely High Margins and Compete Purely on Marketing
“You want to sell something that's differentiated only on the marketing. It's already big on YouTube. Every ad is for VPNs, extremely high margin, extremely low churn.”
John Coogan Nov 23, 2024 ▶ 1:32:10
Assertion Partly supported
A Single Eastern European Holding Group Owns Most Online VPN Brands
“I actually heard that there's just like basically one group in Eastern Europe that has hovered up a lot. So like, When you see a VPN ad for one thing or another, it's like the same end owner.”
Jordi Hays Nov 23, 2024 ▶ 1:32:28
Insight
Major Digital Creators Face an Inevitable Lifecycle of Deification and Backlash
“There is something interesting where all of these creators go through this hero's journey where they're deified and then eventually torn down. Mr. Beast recently went through that.”
John Coogan Nov 23, 2024 ▶ 1:33:18
Opinion
Leaders Learn More From Machiavelli's The Prince Than The 4-Hour Workweek
“You can learn more from the prince than from four hour work week.”
John Coogan Nov 23, 2024 ▶ 1:36:14
Assertion Supported
Secondary Liquidity for Seven Private Startups Surpassed All 2023-2024 Tech IPOs
“There was more money flowing into secondaries. For Figma, Rippling, Canva, Revolut, CoreWeave, Databricks, and Stripe, then all of the tech IPOs in twenty-twenty-three to twenty-twenty-four.”
John Coogan Nov 23, 2024 ▶ 1:36:36
Assertion Not checkable as stated
Most Venture Capital Returns Are Generated by Approximately Ten Companies
“Most of the returns generated from venture are like 10 companies.”
Jordi Hays Nov 23, 2024 ▶ 1:36:53
Opinion
Private Markets Are Structurally Retooling to Keep Tech Companies Private
“The private markets are retooling to keep companies private.”
John Coogan Nov 23, 2024 ▶ 1:38:16
Assertion Supported
El Salvador's $268 Million Bitcoin Treasury Position Reached $573 Million
“He bought two hundred and sixty eight million dollars worth of Bitcoin, and it's now worth Five hundred and seventy three million.”
John Coogan Nov 23, 2024 ▶ 1:43:46
Insight
Liquid Retail Assets Create Counterproductive Distractions for Early-Career Professionals
“One big problem with liquid assets is they command a lot of attention, right? When you have your Robin Hood or your Coinbase or your whatever kind of going up and down on a day to day basis, there's this idea that you should sort of fixate on it and like try t…”
Jordi Hays Nov 23, 2024 ▶ 1:45:32
Opinion
There Are 50,000 Jobs at Big Tech Companies That Do Not Need to Exist
“I still think there's like 50,000 tech jobs that like probably don't need to exist at these sort of big, bigger public or sort of scale ups.”
Jordi Hays Nov 23, 2024 ▶ 1:47:39
Prediction Not checkable as stated
In-Person Deals Will Command a Premium Once AI Automates Sales
“When every company has an army of AI agents that are coding and selling relationships, relationships are gonna have a lot of value, like being able to call up somebody at another company and get a deal done, like just very old fashioned, like do a power lunch …”
Jordi Hays Nov 23, 2024 ▶ 1:48:07
Prediction Not checkable as stated
Governments Will Expand Bullshit Administrative Jobs Instead of Implementing UBI
“You can think about a lot of the government as just a wealth transfer, and the, but the way we transfer the money is not through the Andrew Yang UBI strategy, it's instead through a bullshit job. And I don't know if that's gonna go away. I think that might jus…”
John Coogan Nov 23, 2024 ▶ 1:49:24
Prediction Not checkable as stated
Voice-Prompted Visual AI Storytelling Will Become a Major Consumer Product
“I think it'll end up being, like, there's a huge consumer product to be built where somebody, you just, like, talk into your phone, say something, and it just, like, generates, like, an entire visual, like, story of, like, that Thing because it's like very muc…”
Jordi Hays Nov 23, 2024 ▶ 1:51:07
Prediction Not checkable as stated
Generating 30 Seconds of AI Video Will Be Mainstream Within a Year
“But it's going to be such a colossal, colossal leap from generating an image to generating 30 seconds of video, which is less than a year, like, a year out until it's, like, very mainstream.”
Jordi Hays Nov 23, 2024 ▶ 1:54:02
Opinion
Attending Business School Does Not Effectively Prepare Founders for Entrepreneurship
“Going to business school to become an entrepreneur is like reading a book about basketball history because you want to join the NBA. I agree.”
John Coogan Nov 23, 2024 ▶ 1:54:17
Insight
The Primary Value of Startup Fundraise PR Is Alerting Future Investors
“I do think that fundraising announcements are like just an easy launch that companies can use to get attention from real value is like notifying the next rounds investors that I'm here.”
Jordi Hays Nov 23, 2024 ▶ 1:56:15
Opinion
SEC Chair Gary Gensler Prevented the Cryptocurrency Industry From Innovating
“He sort of made the entire cryptocurrency industry not be able to innovate and actually create, like, a lot of products that would otherwise be valuable to people.”
Jordi Hays Nov 23, 2024 ▶ 2:00:02
Opinion
The Hardware Industry Needs a New Startup to Disrupt Printers
“We need great printers. We need a new printer startup. We need Apple to build a printer. We need more competition.”
John Coogan Nov 23, 2024 ▶ 2:04:54
Insight
Physical Print Media Is Superior to Digital Feeds Due to Permanence
“I like printed stuff. It's more tactile. You can mark it up. You can take notes. It's less ethereal, and it goes in the stack, and this post will be immortalized in the stack of printed posts forever.”
John Coogan Nov 23, 2024 ▶ 2:05:27
Assertion Not checkable as stated
The Defense Tech Boom Was Fueled by Founders Leaving Crypto Speculation
“And it was a big shift from like the defense tech boom, the gundo boom. A lot of those guys had had rough goes in like the Wi-Fi money era, realized it was not very durable, very zero sum, and moved over to something that was more tangible.”
John Coogan Nov 23, 2024 ▶ 2:07:07
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
Assertion Contradicted
Major Banks Offer 60% Valuation Buyouts for Government Appointees' Illiquid Shares
“I did hear a incredible financial innovation. I think it's from JP Morgan or Goldman is one of those two. They offer a service where if you're taking a government post and you need to divest assets, they will basically buy it at like 60% of like the last mark.”
Jordi Hays Nov 23, 2024 ▶ 2:08:58
Assertion Partly supported
Coogan: Treasury secretaries must divest all assets completely tax-free
“I mean, that's the thing with the treasury secretary, right? They have to sell everything and they don't get taxed on it.”
John Coogan Nov 23, 2024 ▶ 2:09:22
Opinion
The SEC Rarely Uncovers Scams First, Relying Instead on Internet Sleuths
“It's very rarely, oh, the SEC got to it first. It's usually the investigative journalist, the YouTuber, the Twitter, the posters, and then the SEC has to follow up, and it was just, like, this is completely the wrong model.”
John Coogan Nov 23, 2024 ▶ 2:10:40
Opinion
Betting on Which Startup Becomes Most Valuable Is a Great Polymarket Use Case
“This is a good use case for Polymarket. You should be able to bet on what is the most, like, what's going to be like the most valuable company.”
Jordi Hays Nov 23, 2024 ▶ 2:12:06
Prediction Not publicly verifiable
Michael Steeber's New Startup Will Raise $10 Million at $50 Million
“If I had to bet, 10 on 50.”
Jordi Hays Nov 23, 2024 ▶ 2:15:15
Insight
Illiquid General Partners Can Pledge Management Fees to Satisfy Capital Commitments
“If you're a GP, you can effectively commit part of the, what would be your management fee back to the fund, which can kind of make up for you know, if you're not super liquid and don't have whatever. That five to 10% to invest back into the fund can leverage t…”
Jordi Hays Nov 23, 2024 ▶ 2:16:29
Opinion
Investors Should Not Launch a Venture Fund Before Achieving Major Wins
“I don't think you should start a fund if you know, get some big wins under your belt before you really go big.”
Jordi Hays Nov 23, 2024 ▶ 2:16:55
Opinion
Stablecoins Are Ideal for Executing Trustless After-Hours Peer-to-Peer Transactions
“If you're trying to, you know, make any type of major transaction peer to peer after hours and want to do so in a trustless way, stable coins are a fantastic way to do that.”
Jordi Hays Nov 23, 2024 ▶ 2:17:58
Prediction Not checkable as stated
Everyday Consumers' First Non-Speculative Crypto Use Will Be Large Purchases
“I can actually see that happening where somebody's first time like really using crypto other than to speculate is like making a big purchase like a car.”
Jordi Hays Nov 23, 2024 ▶ 2:18:26
Opinion
Most Big Brand Agencies Scale by Charging $500,000 for Copy-Pasted Slop
“I mean, the main problem with Ryan and day job is that he hasn't done the blood sucking scale up that most other brand agencies have, where he's just producing slop, but charging 500 K a project for basically just Copy, paste of the Figma file.”
John Coogan Nov 23, 2024 ▶ 2:19:21
Opinion
Tech Founders Choose Watches That Match Their Specific Industry Domain
“Tech bros are anti-memetic. Like we do not want to have a one size fits all. We don't want every tech bro wearing all birds. We don't want every tech bro wearing the exact same Nautilus. We want a piece, a hitter on the wrist that speaks to what you're doing. …”
John Coogan Nov 23, 2024 ▶ 2:22:45
Insight
Tech Workers Will Gain Advantage by Wearing Tailored Suits Over Casualwear
“There's just huge alpha and wearing, simply wearing a suit, right? If you're in technology, take off the Allbirds, throw on some loafers. Get a tailored suit. Wear it to work. I guarantee you'll stand out.”
Jordi Hays Nov 23, 2024 ▶ 2:24:06
Assertion Supported
Approximately 300,000 Podcasts Have Published an Episode in the Last Month
“There's like. 300,000 ish podcasts that have published at all in the last month.”
Jordi Hays Nov 23, 2024 ▶ 2:25:13
Insight
Making the Definitive Best Video on a Big Topic Drives Consistent Virality
“That's what I noticed on YouTube was like at a certain point, it's like pick a big topic. And make the best video about that topic. And it would always go viral.”
John Coogan Nov 23, 2024 ▶ 2:25:42
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.