Martin Shkreli
Co-founder, DL Software · 3 appearances on the record.
computed by AI from the episodes · how this works → · full disclaimer →
founderexecutiveinvestor@MartinShkreli ↗dl.software ↗Wikipedia ↗YouTube ↗
He gained notoriety as the CEO of Turing Pharmaceuticals and Retrophin after hiking the price of Daraprim before being convicted of securities fraud in 2017. Following his release from prison, he re-entered the technology sector to co-found DL Software.
42statements → 18claims → 6claims resolved → 67%fully supported → 3.62/5average certainty → 2.98/5average debate potential → ≈3.5/5argument clarity, estimated → 35said about them ↓
4 supported 0 partly supported 2 contradicted 1 not yet assessed 11 not checkable as stated how the 18 claims stand · each chip opens the sources
4 predictions · 14 assertions · 12 opinions · 7 insights · 5 disclosures · every statement was checked. The predictions and assertions are the 18 claims: statements the public record can support or contradict. 6 are resolved, 1 is not yet assessed, and 11 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.
The record, in short
What the tape says about how Martin argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.
Their most notable supported claim
Expressed certainty vs assessment result
weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet
How they sound: not measured why? →
We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Martin Shkreli on measured tape to publish a rate. This says nothing about how they speak.
Everything Martin Shkreli said on TBPN that made the record, most notable first. Filter by type, assessment or year in the ledger →
Shkreli: BPC-157 is a scam with zero therapeutic value
“BPC-one-five-seven is the biggest scam I've ever seen. It does absolutely nothing. There's no redeemable value to this.”
Jane Street, Millennium, Citadel bid on Aschenbrenner's liquidated fund assets
“Interestingly, we heard that three firms were bidding on the assets. So Jane Street, Millennium and Citadel were sort of brought in in a closed Close circle sort of late Friday to bid on the remains of the firm.”
Shkreli: Aschenbrenner shopped Anthropic stake at $1.1T valuation for liquidity
“And the rumor is over the weekend, he contacted about 10 parties to place Anthropic in an effort to shore up liquidity, selling the Anthropic stake for allegedly the offer was at a 1.1 trillion equivalent market cap which, you know, I think roughly where it's …”
Shkreli: Peptide craze is driven by psychological issues and institutional distrust
“I'm very concerned about the peptide craze. I think it comes mostly out of psychological issues which we'll discuss. The need for identity, control distrust of institutions, all kinds of things like that are leading to what we're seeing today.”
Shkreli: No clinical trial of BPC-157 will ever work
“I would bet anything. I would bet anything. No trial of BPC would work.”
Shkreli: Mike Bloomberg could be worth $400B-$500B via private equity
“He's taken the Bloomberg dividends and pumped it into a family office that basically Carlisle and all these guys, you know, the Warburg Pincus, all the private equity guys like KKR, They go to him first, and he tosses in, like, five hundred million in each of …”
Shkreli: Quantum computing offers no speedup over classical machines except Shor's algorithm
“The problem is what people don't understand is there are no other algorithms other than Shor's that get you that amazing speed up. So you're better off using the machines we have now. There's no payoff even possible in the future unless we have a new breakthro…”
Shkreli: Quantum computing stocks are worthless shorts with no future market
“The third avenue is of course quantum, and I've spent a lot of time and money on, on quantum computing, and it's just, these stocks are shorts. They're worthless. You know, they, they'll, they'll never be a market for quantum computing.”
Shkreli: Wall Street funds routinely short failing competitors to accelerate liquidation
“If you don't know somebody has to liquidate, the best thing for you to do, unfortunately, sadly, Darwinian, is to go sell all the positions you have in common, then go start shorting everything they have and it accelerates the sort of downfall as quickly as yo…”
Shkreli: Buyer of Aschenbrenner's public book made $3B-$4B instant markup
“When it came to the public, you know, book, it does sound like you know, the buyer of that book basically got a, from what we were told, a three to four billion dollar Insta markup.”
Shkreli: Total hedge fund AI trade unwind is $500B to $1T
“We're gonna see July numbers very soon here from quite a lot of hedge funds that I think were in the same trade. And so this is not just Leopold's hundred billion gross. It's like that times maybe five or 10.”
Shkreli: Big Tech FOMOed into AI capex as hard as Leopold Aschenbrenner
“You had the hyperscalers and the big companies, they FOMO'd too. They FOMO'd just as hard as Leopold did, right? If not harder. So this isn't just him. It's the whole world collectively saying, fuck, I gotta go all in in AI. And it's, and who had the guts, you…”
Shkreli: Prime brokers rely on Ken Griffin as Wall Street's liquidity backstop
“The prime brokers, the Goldman's and Bank of America's, they do so much business with Citadel, and they've done this before where they know who to go to, just the same way the US government went to Warren Buffett when they wanted to shore up Goldman. They know…”
Shkreli: Pharma avoids peptides as the worst of both worlds
“And in fact, in pharma, you try to avoid peptides because of their inherent weaknesses. You go for small molecules or Really large molecules like antibodies. Peptides are sort of the worst of both worlds.”
Shkreli: Gray-market peptide users are mostly wealthy people in SF and NY
“The people that are take peptides and have these peptide stacks are mostly people in SF, maybe New York. They're very wealthy people. They don't know what the rest of the world looks like. Nobody else in middle, middle America is excited to do this.”
Shkreli: FDA system works and alternate regulatory pathways should not exist
“I think you can shut it down, and then I also think that we have a perfectly great system, which is the normal regulatory body we've had for 60 years. And creating, like I said, a new special ed version of it, For drugs that couldn't quite get on the school bu…”
Shkreli claims Jim Cramer threw computer monitors at hedge fund analysts
“So like he would take a computer monitor and just throw it at you. And it wouldn't be like one of these playful, like, oh, I'm just going to throw it at you. And like, you're going to get out of the way. He'd like aim dead center for you with like, with force.”
Shkreli: Only ~5% of Jane Street and Two Sigma staff use Bloomberg
“We have this data that shows that around five percent of Jane Street and Two Sigma use Bloomberg, and the reason is because they view it as an entry-level tool.”
Shkreli: AI Labs Should Partner with PE to Acquire Enterprise Data
“I sometimes joke that the big AI companies should become LBO shops. And what they can do is they can partner with KKR or Blackstone and all they get is the data. KKR and Blackstone pride the capital, get all the returns. Fine. But all the data comes back to, y…”
Shkreli: AI fund collapse ranks alongside LTCM and Amaranth blowups
“It's been a, probably one of the craziest months in Wall Street history. I was talking to some friends last night about Long-term capital management Amaranth other famous liquidity-driven blowups, and this is up there”
Shkreli was offered a $100M block of Anthropic stock during liquidations
“And we got offered a look at a hundred million dollars of Anthropic stock, which we were puzzled. Puzzled by, you know, sometimes you see these SPVs, sort of interest comes across you know, here and there, and we thought that was interesting.”
Shkreli: Citadel outbid Millennium for liquidated AI hedge fund portfolio
“So I, we heard Millennium did put in a bid. Citadel's bid was better.”
Shkreli: Prime brokers will liquidate leveraged funds rather than absorb losses
“No, no prime broker is going to let you keep 90 billion of gross market value because once you dip your equity below zero, it's their loss, not yours. And they're not going to lose a penny after Archegos and after these other kind of blow ups.”
The other half of the tape: Martin Shkreli's own voice is left out of every number here. Other people bring the name up 35 times in 17 episodes on TBPN. every mention, with the transcript →
Who brings them up most John Coogan 15Jordi Hays 8Samuel Hammond 1
Every mention by year
tap a year for its mentions
2026 13 mentions in 5 episodes 3 per episode
- Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
- China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
- Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
- Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- every mention in 2026, scene by scene →
2025 10 mentions in 7 episodes 1 per episode
- The Businesses Making $$$ off Disaster Relief
- Sequoia Capital Partner Shaun Maguire Live on TBPN
- OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- Why Industrialization WON'T Create New JOBS | Samuel Hammond on TBPN April 8th
- DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- Can This Man Save Los Angeles? (Rick Caruso)
- every mention in 2025, scene by scene →
Appearances (3)
| Episode | Date | Speaking time |
|---|---|---|
| Martin Shkreli Breaks Down the Collapse of Situational Awareness | Jul 30, 2026 | 30m |
| The Great Peptide Debate with Martin Shkreli & Max Marchione | Mar 23, 2026 | 10m |
| Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquire | Jul 19, 2025 | 29m |