United States, every mention
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Verbatim, from the transcripts: the passages where United States comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 1:53 Matteo Franceschetti We are back to twenty-twenty-one, uh, and that I think is becoming, um, a problem in the U.S., meaning salaries are going out of control, uh, competition. 2 times in the scene
- ▶ 6:11 Matteo Franceschetti And so we can, we might turn off TikTok in certain states in the U.S. or in certain geos, and we start A-B testing what is the, um,
- ▶ 50:39 Matteo Franceschetti Well, I think for me, a lot of things were also, like, I'm, I moved to the U.S. coming from Italy. 2 times in the scene
- ▶ 1:13:07 Matteo Franceschetti So he, he wouldn't know I live in the US.
- ▶ 1:14:56 Matteo Franceschetti And, uh, and so now sometimes we joke about, you know, when she comes to Ferrara and we go see my mom, she says, how the hell did you go from, from, from this city to, you know, to, to the U.S. and Silicon Valley, AI and everything you do.
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 2:45 Jason Lemkin You can do outbound phone calls that are actually prohibited and illegal in parts of the U S but as a startup, you're not going to jail.
- ▶ 21:22 Rory O'Driscoll If you're getting 10% of the salary of every lawyer in the US or the UK, that's an amazing business. 2 times in the scene
- ▶ 32:44 Jason Lemkin Look, I think if the world was just the United States, it may have some merit, but the Chinese models and the Chinese vendors aren't going along with Sam's plan. 2 times in the scene
- ▶ 1:15:26 Harry Stebbings Closest thing to a US model provider in terms of kind of open and
- ▶ 1:15:44 Rory O'Driscoll And one of them is a open weight model that they themselves say is not pure frontier grade, but it's open weight and U S based. 3 times in the scene
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 56:19 Jean-Denis Greze So, um, schools in America, at least, send a lot of emails, and they have a lot of, like, portals where things have to happen for sports leagues, and they're like, this kid's reports, and there's a lot of scheduling for kids that has to…
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 15:40 Cliff Weitzman Now, there's a truck somewhere in the United States with a GPU whose value is the value of a house that's coming to my data center, right?
- ▶ 58:30 Cliff Weitzman Like if GDPR didn't exist and the other laws in the US didn't exist, Meta would be ripping.
- ▶ 1:02:45 Cliff Weitzman And then when I was 13, I moved to the United States of America, and I didn't speak English, and I listened to Harry Potter audiobooks 22 times in a row, and I still had the first chapter memorized.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 39:02 Rory O'Driscoll People working at Salesforce, Cisco, and people working at JP Morgan, including, you know, QA, all the rest, you've got about five hundred billion dollars a year of US labor spend, right?
- ▶ 47:59 Harry Stebbings You'll need to raise more than the more, more modest European round, and what I'm worried about is actually I'm in a, a number of companies which have raised less than U.S. counterparts, and I think will be able to be less aggressive in… 3 times in the scene
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 27:10 Harry Stebbings When we look at the American open models, we significantly lag behind. 2 times in the scene
- ▶ 42:55 Aaron Katz Over half of our revenue comes from outside of the US.
- ▶ 1:02:12 Aaron Katz I'm looking for the U.S. to, uh, advance further in the World Cup in four years when it's in Spain and Portugal and Morocco.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 45:35 Eno Reyes Uh, for me, the Chinese models specifically have demonstrated no examples where they have some sort of security risk or backdoor compared to American models. 6 times in the scene
- ▶ 50:59 Eno Reyes I think he's right for humanity in that we need more open models like that, especially like American made open models. 2 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 0:41 Rory O'Driscoll Silicon Valley forgets every three years that the average American is not trying to be efficient.
- ▶ 1:28 Harry Stebbings Pretty big news, especially on the American open model front. 3 times in the scene
- ▶ 41:28 Rory O'Driscoll Um, your time is, you know, the entire US GDP. 2 times in the scene
- ▶ 42:49 Rory O'Driscoll Everyone's looking at a world where, I mean, I might think it's delusional, but OpenAI and Entropic are claiming TAMs that are larger than the entire US GDP. 2 times in the scene
- ▶ 1:01:16 Rory O'Driscoll I mean, remember, the kind of, one of the amazing things right now is the kind of money that we're talking about as revenues for these two companies are an appreciable percentage of total U.S. corporate profits. 3 times in the scene
- ▶ 1:20:52 Rory O'Driscoll I think an area where, despite it being amazing for America and important for the world, I think the venture returns of the March might be tough will be defense, not because we don't need all these products, but because I think there's an…
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 5:49 Harry Stebbings Is that just like the Americans being built differently? 2 times in the scene
- ▶ 42:15 Harry Stebbings He's like an American Swede, and Anton is a thoughtful Swede, a product-oriented Swede, and so he's less declarative in his opinions, but this was earlier, 3 times in the scene
- ▶ 1:15:22 Harry Stebbings You sit in Europe, but you work with the US partnership in a lot of ways. 2 times in the scene
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 5:07 Jerry Murdock So this is the second time the U.S. has bailed out the yen.
- ▶ 49:27 Jerry Murdock Well, first of all, that's never happened in the history of the United States until this current administration. 2 times in the scene
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 35:08 Rory O'Driscoll US is typically 50% of the world's software budget because we're 50% of the world's 6 times in the scene
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 12:26 Andrew Macdonald (Mac) If you try to do it like as five percent of your job, like, you know, I run the marketplace for UberX in the US, but I'm also trying to incubate this other thing with two percent of my time.
- ▶ 23:47 Andrew Macdonald (Mac) And so, um, you know, we, we found, like, even in the largest AV markets, where today we don't have AVs, like San Francisco and LA, our human-driven business is growing faster than the rest of the US. 3 times in the scene
- ▶ 31:24 Andrew Macdonald (Mac) And so you sort of had this dynamic where you sort of like realize like, oh, okay, like, you know, this, this is, this is like real, like deep, competitive, gnarly, like you have employees that are wearing both hats, which was crazy to me… 3 times in the scene
- ▶ 34:00 Harry Stebbings Speaking of wild and crazy and like China letting US companies do well, China competing, you blew through, what was it, a year's budget for AI in four months.
- ▶ 59:36 Andrew Macdonald (Mac) Uh, we are not number one in the U S which also makes it harder.
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 25:03 Matt Swulinski Like, so like US, UK, like, you know, we have good data and it'll be fine, but like where page speeds really starts to matter is both AEO and SEO.
- ▶ 35:44 Matt Swulinski Uh, we can, we, we have a lot more fine tuned control, uh, than we do in Meta when it comes to like, uh, CAC and how much we want to spend in India versus in the US because it's a different price in those markets.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 53:16 Jason Lemkin It's just a question of will it work itself out in, in, in, in the U S where we do, we do have competition.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 0:34 Alex Atallah America is very, very behind.
- ▶ 30:42 Alex Atallah Um, and the, and if like, oh, if American open weight models pick up in steam, then it gives these Neolabs a base to train on. 2 times in the scene
- ▶ 31:08 Alex Atallah America is very, very behind still. 4 times in the scene
- ▶ 38:00 Harry Stebbings In 12 months, will the chasm between US open source and Chinese open source be bigger or smaller than it is today? 6 times in the scene
- ▶ 54:25 Harry Stebbings I want to create a open American ecosystem. 3 times in the scene
- ▶ 54:43 Alex Atallah I think I would spend time talking to the current American labs a little bit more to figure out what distilling the Chinese models looks like for them and how effective it is. 4 times in the scene
- ▶ 1:01:58 Alex Atallah Good, like, new American lab, um, building interesting coding models that are very, that are small, um, but highly effective, and, uh, um, and they're, like, like, building a lot of useful tools for accessing them.
- ▶ 1:07:10 Alex Atallah Imagine if somebody had, like, someone was curious about finding every lead pipe in America, or every lead pipe in the UK, and, like, had a, an approach to it, but they really need, like, to make it mature, um, and, and stress test it.
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 48:04 David Frankel There are over a 100,000 mechanical engineers in the US that are making a hundred K each, at least when they graduate.
- ▶ 1:06:10 David Frankel You know, when people write off the United States, which is, to me, still the greatest country in the world for venture capital, I go, like, when were you last in San Francisco or the Bay Area?
- ▶ 1:08:51 David Frankel I think you're seeing this as a opportunity in low-cost environments, in places that are not Europe, not the US, not the north, where you can skill people up, and you can provide these skills to the rest of the world at tremendous cost…
- ▶ 1:12:46 David Frankel And letting AI thrive in the US has generally been a good thing for the tech industry in the US. 4 times in the scene
- ▶ 1:13:52 David Frankel So without being political, I think that net net, like government in the US has been pro-business for a long time, and I think that the country is really reaping the rewards of that. 4 times in the scene
- ▶ 1:17:04 David Frankel This is where the U.S. could be deficient. 3 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 20:19 Rory O'Driscoll In the end, it'll all, this is America, everyone will sue everyone and it'll all be fine, but there will be
- ▶ 34:01 Rory O'Driscoll Put it another way, unless you're, one of the really interesting things about these open weight models is the impact they're having and the ability to be a drag on price for the US, you know, closed source frontier model companies. 2 times in the scene
- ▶ 43:38 Rory O'Driscoll Yes, in the end, in the end, someone's got to buy a trillion dollars worth of tokens in corporate America.
- ▶ 46:57 Rory O'Driscoll Open AI on Tropic, buy the compute, buy all the stuff that's further down the stack, buy the chips, and resell that, resell that intelligence on a frontier model basis to US enterprises.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 0:00 Anastasios Angelopoulos I believe that we're going to have at least one massive multi-hundred billion, if not trillion dollar American company focused on American first open source. 2 times in the scene
- ▶ 3:00 Anastasios Angelopoulos And for the first time ever, we saw a couple of weeks ago that Kimi K three actually beat the best closed source American models, uh, on a, you know, pretty important subset of tasks, for example, front end, front end coding, like web… 6 times in the scene
- ▶ 8:22 Anastasios Angelopoulos Um, but that given the regulatory environment in the US, it's probably more likely in the long run that we see a great American open source 6 times in the scene
- ▶ 12:49 Anastasios Angelopoulos And within that time, they'd become the number one American open source model. 3 times in the scene
- ▶ 14:49 Anastasios Angelopoulos So we should have the government, you know, really protecting it and growing it as well as new companies that are innovating, you know, etch just came out as an example, um, within the United States, uh, to continue to build on our lead… 2 times in the scene
- ▶ 15:58 Harry Stebbings Should they, should they be restricted in terms of access to US markets? 10 times in the scene
- ▶ 19:49 Anastasios Angelopoulos So basically, you believe in the lobbying power of the big American labs. 3 times in the scene
- ▶ 20:46 Anastasios Angelopoulos We really believe in the importance of open source to American businesses. 4 times in the scene
- ▶ 33:05 Anastasios Angelopoulos It's like, why should we have, like, a strong, the strongest American scientists in all these private companies that we should incentivize to build great safeguards and, you know, maybe create some rules for them that XYZ can't happen or… 2 times in the scene
- ▶ 35:19 Anastasios Angelopoulos I don't know whether this is corporate espionage or cyber attacks or, you know, nation states, but people are trying to get into all of the American businesses, and we're not the only ones.
- ▶ 55:33 Anastasios Angelopoulos I mean, listen, ask every business in America how they feel about this.
The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
- ▶ 50:46 Joon Sung Park Um, usually when you have simulation that is trying to answer something that's much more complex, uh, or something that's, let's say you want to actually understand all the downstream implication of your decision, or you want to do market…
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 0:54 Jason Lemkin The open weight out of the US. 2 times in the scene
- ▶ 6:18 Jason Lemkin And so is whether it's really true with this regulator saying we'll win on the battlefield and we, and we, you know, and, and the ideal outcome at the end of the day is U S based solutions here is it's, it's, it's, it's, uh,
- ▶ 10:04 Rory O'Driscoll Then, on the other hand, if they exist, if they exist in the world, taking away advanced capabilities from U.S. and European corporations such that their only recourse is to use a Chinese open weights model seems a little like, you know,…
- ▶ 12:59 Jason Lemkin And I don't believe the magic answer is letting Quinn take over our country. 6 times in the scene
- ▶ 21:58 Jason Lemkin It is banned in the U S. 3 times in the scene
- ▶ 34:05 Jason Lemkin Work, you know, work with some subset of open weight models that are, that are allowed in the US.
- ▶ 37:41 Jason Lemkin Our market shouldn't crash 20% the US, it could, but it could crash 10, right?
- ▶ 1:18:32 Rory O'Driscoll Payment services in the US is enormous too, but it's just marginally more competitive. 2 times in the scene
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 1:04:35 Matt Murphy So like the whole medical system, which we all know is kind of broken, even though the U S has great healthcare, there's so much more that can happen and come to us from both from therapeutics, um, as well as just kind of workflows and how…
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 2:51 Jason Lemkin They may well be hosted on, uh, yeah, they may be hosted in the U S right. 5 times in the scene
- ▶ 11:36 Jason Lemkin It's already scary how much of our data we put into these closed source models in the US. 8 times in the scene
- ▶ 33:21 Rory O'Driscoll It's one thing to decide to use an open-weight model on fireworks in the US. 2 times in the scene
- ▶ 45:44 Rory O'Driscoll Because, let me be clear, if you know the answer to that question, that one question, you know the answer to the entire direction of the U.S. stock market for the next two years.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 2:23 Lin Qiao Uh, because I, I'm a first generation immigrant, I came to US in 2000.
- ▶ 17:33 Lin Qiao I, I know, uh, within U.S.,
- ▶ 21:29 Harry Stebbings What would happen in a world where China actually started restricting access to their open models given the lack of open models we have in the US? 2 times in the scene
- ▶ 46:01 Lin Qiao If U.S. doesn't have a U.S. native open model, it's a problem. 2 times in the scene
- ▶ 59:36 Harry Stebbings Especially in the US, one of the biggest, ah, barriers to data center deployment is policy and is kind of local legal infrastructure that prevents it.
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
- ▶ 5:09 Fred Turner And so ended up, uh, going to the US for the US AgTech investing conference. 3 times in the scene
- ▶ 7:33 Fred Turner And there's about a hundred million cows in the U.S. 2 times in the scene
- ▶ 12:50 Fred Turner You know, in the US you need this thing called a clear license to run these kind of tests.
- ▶ 37:46 Fred Turner Like, the payer is the one that drives behavior in the US healthcare system.
- ▶ 38:02 Harry Stebbings If you could do one thing to change the structure of the US healthcare system today, magic wand, what would you do? 3 times in the scene
- ▶ 50:17 Fred Turner Which is another thing that's broken about US healthcare, because that drives completely the wrong incentive, where actually, from an insurance company standpoint, if your profit's capped at 15%, the only way to increase profits is to…
- ▶ 52:04 Fred Turner And there's about 1.2 million of those in the US that you want to have contracted.
- ▶ 1:07:39 Harry Stebbings Are you not worried about, in short term, societal unrest, labor displacement, and what that will do to a hollowing out and inequality increase in the US?
- ▶ 1:15:50 Fred Turner The problem is that due to a lot of the anti-nuclear push in the eighties, we have had a regulatory environment that has been incredibly restrictive and difficult to get new nuclear reactors built, particularly in the US, but also…
- ▶ 1:19:11 Fred Turner I think you're still going to see a lot of gas, just because, particularly in the US, it's cheap, it works, it's fast, but I think coal is going to go away, um, 3 times in the scene
- ▶ 1:21:49 Fred Turner Uh, the only one that is under, like, active construction of those systems is in China, based on a US design from the twenty-tenths that the US stopped working on after Fukushima. 3 times in the scene
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