A Cheeky Pint with Robinhood CEO Vlad Tenev

Video Description

Vlad Tenev pitches John Collison on tokenizing Stripe and discusses Bulgarian hyperinflation, Robinhood Banking, details from the GameStop saga—including advice from Marc Benioff, Mark Zuckerberg, and Elon Musk, payment for order flow economics and Michael Lewis’ Flash Boys, his approach to leadership through the Frank Slootman framework, and how he would change the SEC. Full transcript on Substack: https://cheekypint.substack.com/p/robinhood-ceo-vlad-tenev-makes-his Subscribe to Cheeky Pint YouTube: https://www.youtube.com/playlist?list=PLcoWp8pBTM3ATMYLP-hFIhJORSw-nFOiY Spotify: https://open.spotify.com/show/2IHbGJJMpiFoz5YrvRfTFw Apple Podcasts: https://podcasts.apple.com/us/podcast/cheeky-pint/id1821055332 Substack: https://cheekypint.substack.com/ Key moments 00:00 Intro 00:58 Hyperinflation in Bulgaria 04:07 Stablecoins 05:41 Home country bias in investing 06:59 Robinhood’s origins 11:23 What the book Flash Boys got wrong 16:11 Options vs. equities 17:38 Robinhood Gold 19:34 Robinhood Banking 22:04 GameStop advice from Benioff, Zuck, and Elon 26:40 Impact of retail investors on capital markets 31:21 Where retail dollars are coming from 32:10 The gamification narrative 34:17 Tokenizing private companies 41:57 Vlad makes his pitch to tokenize Stripe 45:00 Prediction markets: tennis, the pope, and AI 49:26 If Vlad ran the SEC 51:15 How does Robinhood ship so fast? 52:38 Remote work and Robinhood’s founder community 55:39 “What would Frank Slootman do?” 57:32 Active traders 59:46 Killing Robinhood’s cash card 01:02:36 Harmonic and mathematical superintelligence