Japan

24 statements across 22 episodes · 9 bullish · 5 bearish · 20 people on the record · first statement Jan 2, 2019 by Benedict Evans · said 279 times in 120 episodes since 2017 · across every show →

Mentions by year

brought up most by Marc Andreessen (29), Steven Sinofsky (27), Benedict Evans (20), Ben Horowitz (19), Noah Smith (16), Alex Rampell (11), Qasar Younis (6), Marc Benioff (5)

tap a year for its mentions
007530150602017201820192020202120222023202420252026episodesmentions
030602017201820192020202120222023202420252026episodes it came up in
002304602017201820192020202120222023202420252026episodesmentions per episode
2026 31 mentions in 12 episodes 3 per episode
2025 73 mentions in 22 episodes 3 per episode
2024 22 mentions in 9 episodes 2 per episode
2023 14 mentions in 5 episodes 3 per episode
2022 3 mentions in 1 episode
2021 2 mentions in 2 episodes 1 per episode
2020 8 mentions in 3 episodes 3 per episode
2019 105 mentions in 52 episodes 2 per episode
2018 11 mentions in 8 episodes 1 per episode
2017 10 mentions in 6 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Japan, oldest first

Jan 2, 2019 negative
Assertion Not checkable as stated
Evans: US tech fails in Japan and South Korea just like China
“Say Japan or South Korea, they're not behind a firewall, and those US companies haven't done any better there.”
Benedict Evans Jan 2, 2019 ▶ 3:36 a16z Podcast | China and Tech
Jan 2, 2019 neutral
Assertion Supported
Sinofsky: Excel Was the Preferred Word Processor in Japan During the 1990s
“One of these eyeopening experiences I had was to find out at one point in the nineties that Excel was the preferred word processor in Japan because the documents in Japan are all highly structured.”
Steven Sinofsky Jan 2, 2019 ▶ 6:28 a16z Podcast | Engineering a Revolution at Work
Jan 2, 2019 positive
Assertion Not checkable as stated
Benioff: Software startup valuations in Japan are much lower than US
“Because there are really great companies in Japan at valuations that are much more attractive than what we're paid for here.”
Marc Benioff Jan 2, 2019 ▶ 20:52 a16z Podcast | Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff)
Jan 2, 2019 bullish
Disclosure
Butterfield: US and Canada comprise 47% of Slack's daily active users
“The US and Canada put together are 47% of our daily active users, roughly 30% in Europe, 20% in Asia. Japan was our number two country, both for paid seats and daily active users, until it got dislodged by the UK and Germany.”
Stuart Butterfield Jan 2, 2019 ▶ 14:15 a16z Podcast | Nobody Discusses Work Software Outside of Work -- and Then There’s Slack
Jan 2, 2019
Assertion Supported
Ezra Klein: Adult diapers now outsell children's diapers in Japan
“If you read these things like in Japan, adult diapers are now outselling children's diapers.”
Ezra Klein Jan 2, 2019 ▶ 23:03 a16z Podcast | On Productivity, Immigration, Trump, and Media
Jan 2, 2019 neutral
Assertion Partly supported
Hoover: McDonald's partnered with Niantic across 3,000 stores in Japan
“Today, they announced it just got released in Japan, the game for the first time, and McDonald's partnered with them, and their gym's now at nearly 3000 stores in Japan.”
Ryan Hoover Jan 2, 2019 ▶ 23:36 a16z Podcast | We Gotta Talk Pokémon Go
Jan 2, 2019 negative
Assertion Supported
Chen: Japan's 1980s AI industrial policy project was a complete failure
“In the late eighties, Japan tried to organize their entire industrial policy around creating artificial intelligence. The fifth generation. The fifth generation supercomputer. Built around expert systems, optimized all the way down into silicon, so you can ima…”
Frank Chen Jan 2, 2019 ▶ 17:28 a16z Podcast | Companies, Networks, Crowds
Feb 26, 2019
Insight
Japan's Shinto history makes cultural acceptance of robots much easier
“Like in Japan, they have this whole history of Shintoism and treating objects as things with souls, and so it's, I think, easier for them to view robots as just another thing with a soul, and they don't have this contradiction inside themselves of, oh, I'm tre…”
Kate Darling Feb 26, 2019 ▶ 26:26 a16z Podcast | To All the Robots I've Loved Before
Feb 26, 2019
Assertion Not publicly verifiable
Japanese manufacturer has assembly line robots do morning aerobics with workers
“There's this company in Japan that has this You know, standard assembly line for manufacturing, and like a lot of companies, they have people working alongside the robots on the assembly line, and so the people will come in and they do these aerobics in the mo…”
Kate Darling Feb 26, 2019 ▶ 3:12 a16z Podcast | To All the Robots I've Loved Before
Apr 27, 2019
Assertion Contradicted
Sinofsky: Japan represented over half of Microsoft Office's business
“Japan, it was more than half of the office business.”
Steven Sinofsky Apr 27, 2019 ▶ 39:53 Clippy: The Unauthorized Biography
Mar 5, 2024 bearish
Prediction Not checkable as stated
Gallagher: If Taiwan falls, US treaty commitments to Japan and Philippines become impossible
“If Taiwan falls, it will make our ability to fulfill our treaty commitments with Japan and the Philippines, Impossible.”
Congressman Mike Gallagher Mar 5, 2024 ▶ 10:34 The China Threat: Silicon Valley and the Great Uncoupling
Mar 27, 2024 neutral
Assertion Not checkable as stated
McEntush: Gigawatt-scale nuclear development requires government financial backing
“It really takes a government, which is why Nationally, you know, like Japan and France and even, like I said, our regulated utilities in the United States, a lot of our nuclear power plants are, you know, government supported. It's very, very hard to take on t…”
Ryan McEntush Mar 27, 2024 ▶ 28:59 The Electric Grid, Explained
Oct 30, 2024
Assertion Supported
Balasubramaniyan: Japanese 'Ori Ori Sagi' scam cost citizens $500M
“At that point in time, it had started costing Japan close to half a billion dollars in people losing their life savings To the scam.”
Vijay Balasubramaniyan Oct 30, 2024 ▶ 6:06 Can We Detect a Deepfake?
Nov 12, 2024 positive
Assertion Supported
Horowitz: Japan built semiconductor fabs while US CHIPS Act stalled
“Japan also kind of had this deal to, you know, their chip sack version. And they're off to the races. They built the fab.”
Ben Horowitz Nov 12, 2024 ▶ 50:18 Trump is About to Change Everything For Tech Startups
Aug 20, 2025 negative
Opinion
Smith: Tariff threats against Japan and Europe ultimately help China win
“Hurting Japan and Europe more than we hurt ourselves, but hurting both of us actually just lets China win. So it doesn't seem like a credible threat to me.”
Noah Smith Aug 20, 2025 ▶ 1:04:33 Oren Cass & Noah Smith Debate the True Impact of Tariffs
Aug 20, 2025 bullish
Assertion Contradicted
Cass: TSMC is slowing Japan investment to accelerate US expansion
“We've already seen TSMC as one example, in fact, say that they are slowing investment in Japan to invest More quickly in the U S”
Oren Cass Aug 20, 2025 ▶ 13:59 Oren Cass & Noah Smith Debate the True Impact of Tariffs
Oct 6, 2025 negative
Opinion
Sinofsky: Domestic isolation and FDI resistance cost Japan electronics dominance
“And actually, all the things you just cited, like the Galapagos Syndrome and the making things only for the Japan market, Not being welcome to foreign direct investment were probably the reasons why Japan is not the leader in electronics today.”
Steven Sinofsky Oct 6, 2025 ▶ 41:32 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 16, 2025 positive
Disclosure
Rabois: Khosla Ventures invested in Japanese sovereign AI startup Sakana
“We have a KV. We invested in a sovereign AI company in Japan called Sakano.”
Keith Rabois Oct 16, 2025 ▶ 2:00 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Oct 20, 2025 positive
Assertion Not checkable as stated
Rampell: Labor shortages make Japan the global leader in robotics adoption
“This is why Japan is a leader in robotics because they can't hire anybody.”
Alex Rampell Oct 20, 2025 ▶ 17:20 Reid Hoffman on AI, Consciousness, and the Future of Labor
Jan 7, 2026 positive
Prediction Not checkable as stated
Andreessen: International Nations Will Create a Multi-Polar AI Chip Market
“The Koreans are gonna play here. For sure the Japanese are gonna play and then you know, the Chinese in a major way as well, and, you know, they have their own, you know, native chip ecosystem that they're building up, and so they're going to be many choices o…”
Marc Andreessen Jan 7, 2026 ▶ 23:48 Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
Apr 2, 2026
Assertion Supported
Blania: World ID is testing human-verification badges on Tinder in Japan
“So, so we started in Japan and like as a test market, and it's essentially exactly what we just discussed. It is if you verified with an orb, you get a little batch that You know, signals to other people that you are in fact a human.”
Alex Blania Apr 2, 2026 ▶ 16:33 How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
May 8, 2026
Assertion Contradicted
Horowitz: Japan increased defense spending from 0% to 3% of GDP
“They just went from zero percent of GDP to three percent of GDP spent on defense.”
Ben Horowitz May 8, 2026 ▶ 16:15 Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
Jul 3, 2026 positive
Assertion Supported
Neuberger: Japan seeks tech partnerships for autonomous military ships and defense AI
“So as Japan thinks about building a capable military, in order to deter aggression in the region, it is looking to partner with new firms building autonomous ships, building AI for an integrated battle space. And they want to build with us.”
Anne Neuberger Jul 3, 2026 ▶ 21:00 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 21, 2026 positive
Disclosure
Younis: Applied Intuition powers autonomous freight trucks for Isuzu in Japan
“We run self-driving trucks right now in Japan. They carry commercial loads. They're, you know, they're safety drivers there, but they're, Autonomously running. And, but you won't know that because the brand is Isuzu.”
Qasar Younis Jul 21, 2026 ▶ 28:27 Why Physical AI Is the Next Frontier | The a16z Show
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