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John Coogan

๐Ÿ‘ค Speaker
5365 total appearances

Appearances Over Time

Podcast Appearances

TBPN
Swatch AP Collab, Cerebras IPO, Trump Visits China | Ferdinand Dabitz, Spencer Rascoff, Eric Olson, Matt Lohstroh, Jay Azhang, Amir Sadeghian, Alexander Taubman, Quaid Walker

Have a great day.

TBPN
Swatch AP Collab, Cerebras IPO, Trump Visits China | Ferdinand Dabitz, Spencer Rascoff, Eric Olson, Matt Lohstroh, Jay Azhang, Amir Sadeghian, Alexander Taubman, Quaid Walker

Bye, guys.

TBPN
Swatch AP Collab, Cerebras IPO, Trump Visits China | Ferdinand Dabitz, Spencer Rascoff, Eric Olson, Matt Lohstroh, Jay Azhang, Amir Sadeghian, Alexander Taubman, Quaid Walker

market.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

The great lock-in continues.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

We will go into a review of the last few days.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

It's just non-stop.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Okay, so the American Economic Roller Coaster.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

It's good to be back.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

It's good to be back.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Yeah.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

We got a bunch of stuff going on.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

A whole bunch of economic news over the last couple days.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Stock market is absolutely ripping.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

We should be in white suits.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Intel's up 20% today, almost.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

And there's this split between the AI economy and the real economy, the American economy.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

And there's a whole bunch of different things that you need to puzzle together to get a picture of what's going on.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

And then I'm discovering that there are

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

K shapes within the K shapes, even in the real economy, there's divide between different companies.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

And so I wanted to walk through that.