U.S.
also referred to as: the u.s.
72 statements across 58 episodes · 19 bullish · 16 bearish · 44 people on the record · first statement Jan 21, 2018 by Angela Strange · across every show →
Everything said about U.S., oldest first
Jan 21, 2018
Feb 3, 2018
Chen: EVs accounted for under 3% of US car sales in 2018
“Norway is almost at 50% now. The Netherlands is six percent electric. California is five percent electric. But overall, under three percent of today's sales of cars are electric. So it's about 500,000 out of eighteen million cars sold in the U.S.”
Mar 7, 2018 positive
Mar 7, 2018 bullish
Mar 7, 2018 negative
Chan: Media drives zero-sum US-China tech narrative for clicks
“The media has trained us into thinking that the world is a zero sum game. If the U.S. Wins, then China loses. If China wins, then the U.S. Loses. This is the narrative that we've been sold because it's what sells magazines. It's what causes people to click int…”
Dec 5, 2018
Jan 2, 2019 positive
Andreessen: South Korea's liberal regulations advance stem cell research past US restrictions
“South Korea has, you know, sort of famously been much more liberal in terms of legalizing new stem cell-based health projects. And, you know, which look, stem cell research for regenerative medicine looks incredibly exciting. It looks like we might be able to …”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019 positive
McClusky: US sports leagues will see major changes adopting overseas performance tech
“We're actually really far behind in the U.S. On a lot of this, and so seeing some of the things that have happened in Australia and the U.K. Make their way into major U.S. Team sports, I think we're going to see a lot of changes in NBA, NFL.”
Jan 2, 2019 positive
Jan 2, 2019
Jan 2, 2019
Markoff: Offshore call center jobs are returning to US data centers as software
“Because of falling cost of telecommunication, many of those jobs were outsourced to the Philippines and India. And now you have this Freakonomics reverse thing happening where those jobs are coming back to run in U.S. Data centers as software, not as U.S. Work…”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Hariharan: Local execution gives Indian and Chinese startups an edge
“I do think there's a lot of elements in execution that's quite different and local to those markets. That's very different from The U.S. So it's not necessary that a U.S. Player going into those markets has all the advantages. I think there are local advantage…”
Jan 2, 2019 bullish
Shirky: Next innovation battles will occur in high-density, moderate-income cities
“The U.S. Has no, no native testbed for building out services that have Tens of millions of potential users on moderate income living in a small area, and yet that is where many of the next battles over innovation and market share are going to be waged.”
Jan 2, 2019 negative
Jan 2, 2019 negative
Jan 2, 2019
Andreessen: US public companies dropped by two-thirds since 1997 peak
“Interestingly, in the U.S., the number of public listed companies in the U.S. Peaked in 1997. Weirdly enough, and you might think it peaked in, like, 2000 or 2002 or something, but it actually peaked in 97, and basically the number of public companies in the U…”
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019 positive
Attar: The most innovative refugee solutions come from refugees themselves
“The most innovative solutions are coming from the people themselves, and this is what we're seeing in the media with, like, the feel-good stories of refugees who've made it in Germany or made it in the U.S. And brought pieces of their culture, and now they're …”
Jan 2, 2019 negative
Jan 2, 2019 bullish
Jan 2, 2019 negative
Jan 2, 2019 positive
Rampell: Developing nations lead US in fintech regulation by permitting machine-learning credit scoring
“Even though we might consider the developing world as being behind, in many respects they're ahead, because the regulations and everything there can actually recognize the fact that you are using newer techniques to positively discriminate against deadbeats, a…”
Jan 2, 2019 negative
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019 negative
Haun: Moving offshore will not protect crypto startups serving US consumers
“Well, I don't think they should wait, but I think they should have common sense and good judgment, and one of the red flags I see sometimes is, you know, and they'll publicly state, oh, we're moving offshore so that we don't have to comply with these laws that…”
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Jordan: US content is insufficient for Pinterest's international expansion
“Pinterest, when it goes to a new market, first of all, they figured out they need a lot of local Capitalized content to make it compelling to local users. The U.S. Corpus of images doesn't necessarily, is helpful in international markets, but isn't sufficient.”
Jan 2, 2019 bullish
Jul 12, 2019
Dec 12, 2019 positive
Dec 2, 2021 bullish
US out-of-pocket health spending projected to reach $800B by 2026
“There's a recent report estimating nationwide out-of-pocket spending on health, i.e. Not reimbursed by insurance, is set to hit almost five hundred billion in the U.S. In 2021 and projected to grow to about eight hundred billion by 2026.”
Nov 16, 2022
Srinivasan: Mid-century US built fast without being an authoritarian state
“People will say, oh, China's authoritarian. That's why I can build fast. We're a democracy. We, you know, they're basically making a virtue out of incompetence, right? That's actually not the case because, quote unquote, the U.S. Was a democracy. I mean, if yo…”
Nov 18, 2022 negative
Ukraine depleted three years of US missile inventory in three weeks
“We shipped the Ukrainians what we thought was three years of inventory of stinger and javelin missiles, which are shoulder mounted, really cheap missiles that can take out a tank or something. So for providing that to a human force in Taiwan or the Ukraine, it…”
Feb 6, 2023
Feb 6, 2023
Feb 6, 2023
May 9, 2023
Aug 2, 2023 negative
Andreessen: U.S. figures close to China realize they made a mistake
“There are people who have been close to China over the last 20 years who are starting to wake up and realize that they probably made a big mistake because the moral valence of China is changing in real time as the U.S. Becomes more anti-China, as China becomes…”
Oct 1, 2023
Dec 15, 2023
Mar 18, 2024 negative
Jul 23, 2024 bullish
Nov 5, 2024
Andreessen: US-China competition is Cold War II and century's defining conflict
“I'm a hundred percent a believer that, like, we're in Cold War II. Now as Neil Ferguson calls it, it's you know, it is the defining geopolitical conflict of the 21st century is U.S. V. China in the same way that the defining conflict of the 20th century was U.…”
Jan 3, 2025 neutral
Apr 30, 2025
Jun 18, 2025 negative
Sinofsky: US manufacturing does not need to replicate China's migrant labor model
“I think that the mistake is either thinking that China is about cheap labor, or the mistake is thinking that for things to be made in the U.S., it has to recreate three hundred million migrant workers on buses working temporarily and going back home.”
Jun 27, 2025
Jun 27, 2025 bullish
Aug 4, 2025 positive
Patel: US and China need a Cold War-style hotline for AI threats
“What I would like to see happen between the U.S. And China, basically, is, like, the equivalent of some red telephone during the Cold War, where you can communicate Look, we noticed this, especially when AI becomes a more integrated with like the economy and g…”
Aug 5, 2025
Sep 2, 2025 negative
Oct 6, 2025
Wang: U.S.-China competition will last decades, unresolvable by AI alone
“What I want to say is that the competition, I believe, between the U.S. And China will Last for decades. It will not be solved or resolved through any single technology, not even a technology as crucial as artificial intelligence.”
Oct 6, 2025 neutral
Oct 7, 2025 positive
Oct 8, 2025
Feb 4, 2026
Feb 4, 2026 negative
May 11, 2026 bearish
Andreessen: Europe will fall further behind US by restricting AI
“Europe is, is going to run the opposite, you know, test, which is they're going to try to prevent all this from happening, and again, I think the data's already in there which is they're, you know, they're, they've been falling very badly behind economically, …”
May 13, 2026 positive
Aug 20, 2026
Strange: Emerging market startups must build full-stack due to missing modular infrastructure
“Unlike in the U.S., where you can get everything as a service, At every layer of the stack. In many other markets, including Latin America, you just can't do that. There's no sort of, ah, fraud as a stack, KYC as a stack. So you end up having to build everythi…”
Sep 10, 2026 negative
Sep 10, 2026 neutral