U.S. government

also referred to as: the us government · u s government · us government

26 statements across 21 episodes · 8 bullish · 6 bearish · 15 people on the record · first statement Aug 20, 2018 by Avichal Garg · across every show →

Everything said about U.S. government, oldest first

Aug 20, 2018 positive
Opinion
Garg: US government crypto regulation has been nuanced and sophisticated
“And if you look at the way that the U S government in particular, I think has handled crypto. I think they've been very nuanced and sophisticated in their handling of this.”
Avichal Garg Aug 20, 2018 ▶ 17:49 20VC: The 2 Core Areas Value Will Accrue In Crypto, Why Crypto Will Drive The Re-Centralisation of Talent Back Into Silicon Valley & Why Regulation Is The Opposite of What We Should Be Concerned By in Crypto with Avichal Managing Partner @ Electric Capita
Oct 29, 2018 bullish
Assertion Partly supported
US government IT spending exceeds the entire online advertising market
“The U.S. Government alone this past year spent a hundred and fifty billion dollars on technology, IT and software. That's bigger than the entire online advertising market.”
Ron Bouganim Oct 29, 2018 ▶ 23:53 20VC: The 2 Core Roles Played By The Best Seed Investors Today, What To Look For In Potential Co-Investors & Why Seed Funds Can Grow Ownership in Their Best Companies Across Rounds with Ron Bouganim, Founder @ Govtech Fund
Oct 29, 2018 positive
Disclosure
One-third of GovTechFund's deal flow comes directly from the US government
“In fact, probably about a third of our deal flow today comes from the U.S. Government. I think I'm the only VC that can say that.”
Ron Bouganim Oct 29, 2018 ▶ 28:31 20VC: The 2 Core Roles Played By The Best Seed Investors Today, What To Look For In Potential Co-Investors & Why Seed Funds Can Grow Ownership in Their Best Companies Across Rounds with Ron Bouganim, Founder @ Govtech Fund
Oct 29, 2018
Assertion Supported
US government employs 3.5x as many people as Dow Jones combined
“It employs three and a half times as many people as all of the Dow Jones public companies. If you look at the Dow Jones The US government is three and a half times bigger than all of them combined.”
Ron Bouganim Oct 29, 2018 ▶ 13:24 20VC: The 2 Core Roles Played By The Best Seed Investors Today, What To Look For In Potential Co-Investors & Why Seed Funds Can Grow Ownership in Their Best Companies Across Rounds with Ron Bouganim, Founder @ Govtech Fund
Oct 29, 2018 bullish
Assertion Contradicted
US government procurement spending is ten times Amazon's Gross Merchandise Volume
“The U.S. Government spends a trillion dollars a year on stuff. Forget about, like, missiles and submarines. I'm talking about, like, paper and pencils. It's 10 times Amazon's current GMV, just what the U.S. Government spends every year.”
Ron Bouganim Oct 29, 2018 ▶ 26:01 20VC: The 2 Core Roles Played By The Best Seed Investors Today, What To Look For In Potential Co-Investors & Why Seed Funds Can Grow Ownership in Their Best Companies Across Rounds with Ron Bouganim, Founder @ Govtech Fund
Oct 1, 2020 bullish
Assertion Not checkable as stated
Boyle: Anduril Solved a 30-Year Government Defense Incentive Problem
“Same thing with creating new defense companies like Andrel. For 30 years, the government has not been able to figure out how do we build new technology and how do we incentivize Silicon Valley to work with us, and Andrel has figured out how to align the incent…”
Katherine Boyle Oct 1, 2020 ▶ 38:15 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
Nov 11, 2021
Assertion Supported
Anduril exclusively sells to the US and its allies
“Yeah, I mean, we only sell to the US and our allies. We don't do anything where it would not be good with the US government to work with. We would not work with any countries that are not, you know, total allies in the United States.”
Brian Singerman Nov 11, 2021 ▶ 11:26 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun
Mar 11, 2023 negative
Opinion
Masad: Banning foreign apps without evidence is government overreach
“So like we need evidence that they're actually doing something bad, but if we don't have that evidence, I would think it's an, it's government overreach to go and try to ban them.”
Amjad Masad Mar 11, 2023 ▶ 46:49 Amjad Masad: How I Founded Replit; Zuck's Famous Saying; Will TikTok be banned? | E987 · 20VC with Harry Stebbings
Mar 24, 2023 negative
Opinion
Maples: US money printing during the COVID crisis was scandalous
“The amount of money that we printed during the COVID crisis is just a scandal.”
Mike Maples Mar 24, 2023 ▶ 36:15 Mike Maples: Lessons from SVB; Crisis Management Tips; USD's Status as the Reserve Currency | E993 · 20VC with Harry Stebbings
Jan 17, 2024
Assertion Partly supported
The US previously funded four competing programs for submarine ballistic missiles
“When we were building submarine launch ballistic missiles, we didn't have one program to build it. I think we had four”
Shyam Sankar Jan 17, 2024 ▶ 38:15 Shyam Sankar: The Broken Incentive Structure of How Governments Buy Defence | E1104 · 20VC with Harry Stebbings
Apr 3, 2024 neutral
Assertion Supported
Stephens: US Government, Not Defense Startups, Decides Foreign Military Buyers
“This is probably like, not to put a, you know, a target on your back, Harry, but this is the most naive question that non-defense people ask, because the reality is that we don't decide. The US government decides.”
Trae Stephens Apr 3, 2024 ▶ 1:02:29 Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
Jun 10, 2024
Assertion Not checkable as stated
US Tech Giants Have Legal Autonomy That Chinese Counterparts Lack
“Google does not work for the US government. Microsoft does not work for the US government. There is, there's ways they're accountable by law, but they have to go through a legal process for that kind of thing. And so, given that legal process doesn't exist wit…”
Reid Hoffman Jun 10, 2024 ▶ 57:56 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Jan 22, 2025 neutral
Prediction Not checkable as stated
Sivulka: DOGE will be Elon Musk's greatest challenge
“I think it will be his greatest challenge. I think there's a lot of self-reinforcing Self-protecting mechanisms in the largest organization in the world, which is kind of the U.S. Government by spend, by head, you know, it's just this massive, unruly organizat…”
George Sivulka Jan 22, 2025 ▶ 51:18 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Jan 22, 2025
Assertion Not checkable as stated
Sivulka: US government possesses non-traditional UFO propulsion technology
“I believe that UFOs are real. I think a little bit more on the nose right now, but I actually believe there's fundamentally different propulsion technology and that I think the US government has access to it.”
George Sivulka Jan 22, 2025 ▶ 59:21 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Jan 29, 2025
Insight
Ross proposes automated matching subsidies to deter foreign AI and tech intervention
“There needs to be some sort of Automated response of like, if you do this, we will respond. If you subsidize this industry, we will automatically subsidize the equivalent industry. Just automatic. So don't do it because there's no benefit to you.”
Jonathan Ross Jan 29, 2025 ▶ 22:24 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Jun 12, 2025 positive
Assertion Supported
O'Driscoll: Starlink revenue surpassed the US government as SpaceX's top customer
“The truth is SpaceX, it's just such an amazing achievement that even if your, what was your largest customer, interestingly, is now no longer your largest customer because Starling is such a big business.”
Rory O'Driscoll Jun 12, 2025 ▶ 1:06:31 Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
Jun 26, 2025 negative
Prediction Held up
Rory O'Driscoll: US government will not seize control of AI companies in 2025
“I still think no. I think, I just think, you know, ah any, I think the, just the push from the folks on the tech side has been very much AI for good, not AI to control it. I think all the very active tech people from David Sachs to Andreessen Horwitz, their ap…”
Rory O'Driscoll Jun 26, 2025 ▶ 1:09:53 Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
Feb 5, 2026 bullish
Prediction Not checkable as stated
Lemkin: US government will backstop AI data center spend within 24 months
“I wouldn't be shocked if in the next 24 months there are essentially government government backstops for some of this spend.”
Jason Lemkin Feb 5, 2026 ▶ 1:00:25 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Mar 12, 2026 bearish
Prediction Held up
Lemkin: US government will block Anthropic indefinitely regardless of court rulings
“The government's going to say you're either going to agree to this or we're going to freeze you out of the US economy. And it doesn't matter what a court says. Because they'll come up with another justification. There'll be another one. There'll be a different…”
Jason Lemkin Mar 12, 2026 ▶ 5:55 Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
Mar 12, 2026 neutral
Prediction Not checkable as stated
O'Driscoll: Anthropic May Win Lawsuit But Lose Broader Government Battle
“The consensus is, in law, Anthropic would probably win a good slug of this case, which is different than saying they're going to win the fight.”
Rory O'Driscoll Mar 12, 2026 ▶ 0:00 Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
Mar 23, 2026 neutral
Assertion Supported
Steckman: Anduril's $20B government contract contains no upfront obligated funds
“Think about this as like a credit card limit. So the government has said up to twenty billion dollars they can spend on a class of Andurl's commercial technology. There's no obligated money”
Matthew Steckman Mar 23, 2026 ▶ 10:33 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Apr 14, 2026 neutral
Assertion Contradicted
Midha: US Cloud Act gives US government access to American-managed data
“The, you know, the US Cloud Act says that, hey, if there's mission, if there's any data workloads, infrastructure, cloud workloads running on infrastructure that is managed by an American company, then the US government has to be able to access that data.”
Anjney Midha Apr 14, 2026 ▶ 10:54 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Apr 25, 2026 positive
Opinion
Masad: The US government should fund a national open-source AI consortium
“I would venture to say, like, maybe the US government should start a consortium of companies that are, like, creating the best open source, national open source model so that the market stays competitive.”
Amjad Masad Apr 25, 2026 ▶ 16:26 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
Jun 18, 2026 negative
Prediction Not checkable as stated
O'Driscoll: US AI restrictions will prove unsustainable within 24 months
“And you're right, what it points to is this is going to be an unsustainable medium-term position, right? It's hard to imagine, like, unless the US government really wants to start regulating AI up and down the board, this is going to be, it's going to sound li…”
Rory O'Driscoll Jun 18, 2026 ▶ 35:02 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
Jun 25, 2026 negative
Assertion Supported
O'Driscoll: Anthropic delayed shipping its latest model due to US government concerns
“We're seeing Anthropic unable to ship the most recent model until they satisfy the concerns of the US government.”
Rory O'Driscoll Jun 25, 2026 ▶ 25:20 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Jul 2, 2026 neutral
Prediction Not checkable as stated
Lemkin: >10% Chance US Bans Chinese AI Models for US Companies
“I, let's, is it on Kalshi? It seems to be more than a 10% chance it's gonna happen.”
Jason Lemkin Jul 2, 2026 ▶ 22:20 Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 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.