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jordi hays

T3 · host / generalist

Co-host of TBPN, a live technology and business show covering startups, venture capital and Silicon Valley.

27 calls·22 names·70% bull·last heard 3 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$OPENROUTEROpenRouter

OpenRouter becomes the front door to the fragmented AI market

OpenRouter captures value across a fragmented model ecosystem by serving as the distribution layer for hundreds of models, gaining exposure to AI usage without bearing frontier-model training and benchmark risk.

TBPN2026-06→
2ndhigh conviction
$SPCXSpaceX

D1 Capital and Darana Capital sitting on massive SpaceX paper gains ahead of IPO

D1 Capital Partners holds ~$9B paper gains (15x) on SpaceX invested over several years at ~$600M cost; Darana Capital invested since 2019 at $30B valuation, could see $10B+ gains if SpaceX IPOs at expected $1.5-1.75T valuation.

TBPN2026-05→
3rdmedium conviction
$AUTHENTIC-BRANDS-GROUPAuthentic Brands Group

Hosts call Authentic Brands a 'graveyard for iconic brands' with declining portfolio

The hosts describe Authentic Brands Group as a licensing platform that acquires iconic brands (Tapout, Marilyn Monroe, Reebok, surf/skate brands) but fails to reinvest in them, leading to brand decay. They compare it to Bending Spoons as a 'graveyard' where brands lose cultural relevance, particularly as surf/skate culture declines among landlocked youth.

TBPN2026-08→

most discussed · click a bar to filter

recurring themes

27 total
$AUTHENTIC-BRANDS-GROUP
Authentic Brands Group
MEDjordi hays·TBPN·3 days ago
Hosts call Authentic Brands a 'graveyard for iconic brands' with declining portfolio
The hosts describe Authentic Brands Group as a licensing platform that acquires iconic brands (Tapout, Marilyn Monroe, Reebok, surf/skate brands) but fails to reinvest in them, leading to brand decay. They compare it to Bending Spoons as a 'graveyard' where brands lose cultural relevance, particularly as surf/skate culture declines among landlocked youth.
"Ez says ABG is a graveyard for iconic brands. It's the bending spoons of brands. No, it really is. I mean, it's somewhat sad because a lot of these brands are so so iconic and wit…"
29:31
$Y-COMBINATOR
Y Combinator
MEDjordi hays·TBPN·14 days ago
YC Startup School fills stadium, open-sourcing playbook to millions for free
YC's massive in-person Startup School event signals brand power and the strategic value of open-sourcing its curriculum, potentially disrupting traditional VC advisory models while expanding the founder funnel.
"Startup school has been something that is free. Online and it's just anyone in the world if you're generally interested in starting a startup, you can just do startup school. It's…"
23:00
$RACE
···
Ferrari
MEDjordi hays·TBPN·12 days ago
Hays bullish on Ferrari EV: design growing, collectors buying for history and completeness
The Luch's polarizing design is growing on observers; collectors are buying for historical significance, brand completeness, and potential allocation advantages, making the 500-unit first-year target achievable and the 2,500-unit 2030 goal plausible.
"The design's absolutely growing on me. There are collectors that are like, 'This is going to be a piece of Ferrari history regardless of if they never make another EV again.' And…"
67:23
$SFTBY
···
SoftBank Group
MEDjordi hays·TBPN·5 days ago
SoftBank trades at ~40% discount to NAV; ARM holdings alone worth more than market cap
SoftBank's market cap is below the value of its ARM stake plus other holdings; Masa Son argues for a 'goose premium' for consistent golden eggs (successful bets), but market assigns zero value to the goose despite re-acceleration across portfolio.
"SoftBank is like 40% discount to NAV now. Their ARM holdings loan are worth more than their market cap... Masa will be on the earnings call really leading with: SoftBank is a goos…"
62:00
$000660.KS
···
SK Hynix
MEDjordi hays·TBPN·12 days ago
SK Hynix falls 10% despite 500% profit growth as AI expectations priced to perfection
Record quarterly profit of $64B driven by AI memory demand disappointed investors because the stock had already priced in flawless execution, leaving no upside on delivery.
"SK Hynix uh, 64 billion dollars in quarterly profit was a disappointment for chip investors and SK Hynix fell 10% despite record results powered by the AI boom. The the the profit…"
27:44
$ANTHROPIC
Anthropic
MEDjordi hays·TBPN·6 days ago
Google doubling down as Anthropic's largest backer via lease guarantees
Google has made a massive financial bet on Anthropic, becoming its largest backer through new lease guarantee structures, signaling a hedge against its own DeepMind execution risk.
"Obviously, Google has made a, you know, massive bet on Tropic and is, you know, becoming their largest financial backer, especially through some new reporting on on some of the le…"
8:56
$GOOGL
···
Alphabet
MEDjordi hays·TBPN·18 days ago
Google Cloud hits 82% growth but AI capex pushes cash flow negative
Alphabet's Q2 showed exceptional cloud growth (82% YoY, $24.8B) and search strength, but heavy AI infrastructure spending drove the first quarter of negative free cash flow, with TPU sales emerging as a meaningful revenue line.
"Google Cloud accelerated to 82% growth, which is insane. Alphabet sales came in at 119.8 billion exceeding analyst expectations. Its cloud business brought in 24.8 billion. But co…"
3:54
$SPCX
···
SpaceX
LOWjordi hays·TBPN·18 days ago
Alphabet holds ~$100B SpaceX stake contributing to Q2 investment gains
Alphabet's ~$100B SpaceX investment contributed significantly to Q2 net income beats, highlighting the hidden asset value in its venture portfolio.
"They own I think almost a hundred billion dollars of SpaceX. I'm not sure about the current valuation. But in other AI news... net income was 112 billion for the April June period…"
7:00
$ATOMS
Atoms
MEDjordi hays·TBPN·20 days ago
TBPN host: backing Kalanick is the efficient way to capture physical AI upside
Instead of picking individual physical AI startups, giving Travis Kalanick a large capital pool to pursue full-stack industrial automation across mining, food, and transport is a more efficient investment strategy.
"I did come away from the last conversation thinking all right there's a lot of exciting companies in physical AI and you could spend years and years and years trying to find all t…"
43:47
$DEEPSEEK
DeepSeek
MEDjordi hays·TBPN·18 days ago
DeepSeek reveals 85% inference margins and 10-month GPU payback on investor call
DeepSeek's investor call disclosed exceptional unit economics — 85% inference margins, $1B API revenue run-rate, 10-month GPU payback on 3-5 year depreciation — suggesting highly profitable inference at scale, though hardware access questions remain.
"Their inference margins are around 85% strong. They only had around 20,000 hopper equivalents until May. They have 1 billion in API revenue is enough to turn the company cash flow…"
9:26