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
Assertion Partly supported
Strange: SNAP Serves 40 Million Americans Across 1 in 7 Households
“Seventy billion dollars. Forty million people in the U.S. Are on food stamps. One in seven households.”
Angela Strange Jan 21, 2018 ▶ 10:38 The Next 3 Billion in Financial Services
Feb 3, 2018
Assertion Supported
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.”
Frank Chen Feb 3, 2018 ▶ 3:16 The Autonomy Ecosystem: Where and How It Begins (1 of 8)
Mar 7, 2018 positive
Prediction Not checkable as stated
Chan: Tech firms will expand globally via minority stakes, not acquisitions
“And more and more you're going to start seeing U.S. And Chinese companies alike take the investment route, taking a minority stake and a global partner and learning from each other.”
Connie Chan Mar 7, 2018 ▶ 10:48 Beyond a Zero-Sum Game: Tech Innovation and China
Mar 7, 2018 bullish
Insight
Chan: Entrepreneurs can import Chinese business models before US giants adapt
“Likewise, you know which products, market fits, and business models are doing incredibly well in China, and you can take those models to the U.S. Before the next Facebook or Google figures that out.”
Connie Chan Mar 7, 2018 ▶ 14:10 Beyond a Zero-Sum Game: Tech Innovation and China
Mar 7, 2018 negative
Insight
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…”
Connie Chan Mar 7, 2018 ▶ 0:21 Beyond a Zero-Sum Game: Tech Innovation and China
Dec 5, 2018
Assertion Supported
Chan: Digital book sales in China grew 35% in 2016-2017
“Between 2016 and 2017, book sales in China for digital books rose by 35%, whereas in the U.S., it trended the opposite direction.”
Connie Chan Dec 5, 2018 ▶ 9:14 When Advertising Isn't Enough
Jan 2, 2019 positive
Assertion Supported
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 …”
Marc Andreessen Jan 2, 2019 ▶ 23:43 a16z Podcast | Ben and Marc Explain (Practically) Everything – Part 1
Jan 2, 2019 neutral
Assertion Contradicted
Thiel: Jeep in 1941 was America's last successful new car company pre-Tesla
“The last successful new car company in the U.S. Had been Jeep, which was started in 1941.”
Peter Thiel Jan 2, 2019 ▶ 32:01 a16z Podcast | The (Definite) Optimism of Peter Thiel
Jan 2, 2019 positive
Assertion Partly supported
Thiel: PayPal reached break-even in September 2001, first post-9/11 IPO filing
“We got to break even in September, 2001. We were the first company in the U.S. To file after nine 11, filed end of September.”
Peter Thiel Jan 2, 2019 ▶ 14:43 a16z Podcast | The (Definite) Optimism of Peter Thiel
Jan 2, 2019 positive
Prediction Not checkable as stated
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.”
Mark McClusky Jan 2, 2019 ▶ 40:15 a16z Podcast | Sports, Tech, and What We Can All Learn from the Latest Performance Science
Jan 2, 2019 positive
Assertion Contradicted
Evans: US online ad and e-commerce revenue grew to $350B
“Revenue in the U.S. From online advertising and from e-commerce has gone from, I think, something like fifty billion adjusted for inflation in 99 to three hundred and fifty billion now.”
Benedict Evans Jan 2, 2019 ▶ 5:27 a16z Podcast | The Rise of the Quasi-IPO
Jan 2, 2019
Assertion Supported
Behavioral issues drive 75% of long-term US healthcare spending, says Marc Andreessen
“And I've seen estimates that, you know, as much as something like 75% of long-term health spending in the U.S. Is going to be correlated to issues that are Caused at least in part by behavior.”
Marc Andreessen Jan 2, 2019 ▶ 11:34 a16z Podcast | When Bio Meets Computer Science
Jan 2, 2019
Assertion Contradicted
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…”
John Markoff Jan 2, 2019 ▶ 30:18 a16z Podcast | Talking Humans and Machines with NYT’s John Markoff
Jan 2, 2019 neutral
Prediction Open · timeframe Nov 2020
Rampell: US will eventually cap credit card interchange fees
“I think it's going to happen in the U.S. Eventually.”
Alex Rampell Jan 2, 2019 ▶ 38:00 a16z Podcast | Fintech from the World's Financial Capital -- London
Jan 2, 2019 positive
Insight
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…”
Anu Hariharan Jan 2, 2019 ▶ 1:27 a16z Podcast | The Tiger and the Dragon -- On Tech and Startups in India and China
Jan 2, 2019 bullish
Prediction Not checkable as stated
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.”
Clay Shirky Jan 2, 2019 ▶ 26:24 a16z Podcast | 'In the Eye of a Tornado': Views on Innovation from China
Jan 2, 2019 negative
Opinion
Shirky: Treating Apple as the primary innovation archetype has harmed US tech
“When I look back at the U.S., I think that the U.S. Has been somewhat damaged by regarding Apple as our official most innovative company.”
Clay Shirky Jan 2, 2019 ▶ 16:18 a16z Podcast | 'In the Eye of a Tornado': Views on Innovation from China
Jan 2, 2019 negative
Assertion Contradicted
Andreessen: The US has roughly 500 VC firms, which is too many
“Certainly we have too many venture capital firms, like there, we've got like 500 venture capital firms in the U.S., and certainly there aren't 500 competitors in every market”
Marc Andreessen Jan 2, 2019 ▶ 43:02 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
Jan 2, 2019
Assertion Partly supported
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…”
Marc Andreessen Jan 2, 2019 ▶ 9:07 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
Jan 2, 2019
Insight
Osnos: Chinese tech startups rise and fall faster than US counterparts
“And it, that evolution, it just happened faster even than we would see in the U.S. So you can go from being, you know, a non-existent company to being the leader to being gone in the course of a couple of years.”
Evan Osnos Jan 2, 2019 ▶ 20:09 a16z Podcast | Politics Over Pragmatism -- On China, Trump, and Smart Guns?
Jan 2, 2019
Assertion Partly supported
Angela Strange: Cash is 20% of Swedish payments versus 90% in US
“Only 20% of the payments in Sweden are cash, whereas if you look in the U.S., that's actually 90%”
Angela Strange Jan 2, 2019 ▶ 29:14 a16z Podcast | Fintech Revolution or Evolution?
Jan 2, 2019 positive
Insight
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 …”
Lena Sergi Attar Jan 2, 2019 ▶ 22:36 a16z Podcast | Mobility and the Global Refugee Crisis
Jan 2, 2019 negative
Prediction Not checkable as stated
Cowen: Returning U.S. economic dynamism will cause severe disruption
“But I think we're headed back toward more dynamism. In the U.S. And we will hate it because it will disrupt us.”
Tyler Cowen Jan 2, 2019 ▶ 25:02 a16z Podcast | Technology, Mobility, and the American Dream
Jan 2, 2019 bullish
Prediction Didn’t hold up
Sean Duffy: Omada aims for 80% U.S. medical policy coverage by 2022
“And then commercially, you know, I was talking at, you know, the company is, you know, I want in five years, 80, 80% of Americans in the U.S. To have us in their medical policy.”
Sean Duffy Jan 2, 2019 ▶ 15:57 a16z Podcast | The Business of Healthcare
Jan 2, 2019 negative
Opinion
Tejada: Australia's business market lags 10 to 15 years behind the US
“Everything's in like a 10, 15 year time warp from the U.S.”
Jennifer Tejada Jan 2, 2019 ▶ 2:46 a16z Podcast | Boards, from Both Sides of the Table
Jan 2, 2019 positive
Opinion
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…”
Alex Rampell Jan 2, 2019 ▶ 22:29 a16z Podcast | What Technology Wants, Needs, Does
Jan 2, 2019 negative
Assertion Not checkable as stated
Allison: U.S. and China are virtually in a cyber Cold War
“So basically, I would say, interestingly, we now virtually have a Cold War in cyber between the U.S. And China.”
Graham Allison Jan 2, 2019 ▶ 15:51 a16z Podcast | Centers of Power, War, and History
Jan 2, 2019
Opinion
Colford: Both China and the US share a sense of manifest destiny
“Both China and U.S. Have this sense of kind of manifest destiny”
Matthew Colford Jan 2, 2019 ▶ 17:50 a16z Podcast | Centers of Power, War, and History
Jan 2, 2019
Prediction Not checkable as stated
Allison: India will not displace the U.S. as Asia's dominant power
“No one imagines India is going to displace the U.S. As the predominant power in Asia.”
Graham Allison Jan 2, 2019 ▶ 4:36 a16z Podcast | Centers of Power, War, and History
Jan 2, 2019
Assertion Contradicted
Ballinger: Only half of Americans have a primary care physician
“And if you look at that in aggregate, about half of people in the U.S. Have a primary care physician at all, which seems astonishingly low, but that's kind of the fact.”
Brandon Ballinger Jan 2, 2019 ▶ 8:58 a16z Podcast | Putting AI in Medicine, in Practice
Jan 2, 2019
Assertion Partly supported
Duffy: Self-insured employers drive 55% of US private healthcare spend
“55% of the private health spend in the U.S. Is through self-insured employers, and they have an enormous amount of power To influence the plans, to influence change across the whole ecosystem.”
Sean Duffy Jan 2, 2019 ▶ 3:09 a16z Podcast | Scaling Healthcare
Jan 2, 2019
Assertion Supported
Sinofsky: There are roughly 600 million business computers globally
“There's about six hundred million business computers in the whole world, and so if you look at the U.S., there's probably about a hundred million,”
Steven Sinofsky Jan 2, 2019 ▶ 11:22 a16z Podcast | The $200 PC in the Enterprise
Jan 2, 2019
Assertion Supported
Sinclair: A 10% cancer reduction saves the U.S. $3-4 trillion
“The economists have calculated that just reducing one major disease, let's say cancer, by just 10%, The U.S. Would save about three, four trillion dollars in the long run.”
David Sinclair Jan 2, 2019 ▶ 12:25 a16z Podcast | How to Live Longer and Better
Jan 2, 2019 negative
Assertion Supported
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…”
Katie Haun Jan 2, 2019 ▶ 28:56 a16z Podcast | The Regulatory Landscape for Crypto
Jan 2, 2019 neutral
Assertion Contradicted
Jordan: Facebook has completely saturated its US user growth
“Facebook Hasn't had any users in the U.S. Forever because they have them all.”
Jeff Jordan Jan 2, 2019 ▶ 11:45 a16z Podcast | The Basics of Growth 2 -- Engagement & Retention
Jan 2, 2019 neutral
Insight
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.”
Jeff Jordan Jan 2, 2019 ▶ 9:51 a16z Podcast | The Basics of Growth 2 -- Engagement & Retention
Jan 2, 2019 bullish
What-if
Hennessy: Silicon Valley's dominance has widened despite expectations of rival U.S. hubs
“If you had asked me 1520 years ago, will there be another Silicon Valley in the U.S., I would have said yes, for sure. In fact, just the opposite has happened. The Valley's lead has gotten bigger.”
John Hennessy Jan 2, 2019 ▶ 22:16 a16z Podcast | From Research to Startup, There and Back Again
Jul 12, 2019
Assertion Contradicted
Strange: One in seven US families moves on and off food stamps
“One out of seven families in the U.S. Is on and off of food stamps,”
Angela Strange Jul 12, 2019 ▶ 47:13 Founding Stories: Synapse
Dec 12, 2019 positive
Assertion Partly supported
Andreessen: US carbon emissions and resource utilization are actually falling
“In the U.S., carbon emissions and resource utilization are actually falling.”
Marc Andreessen Dec 12, 2019 ▶ 36:53 Why You Should Be Optimistic About the Future
Dec 2, 2021 bullish
Prediction Open · timeframe Dec 2026
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.”
Jay Rughani Dec 2, 2021 ▶ 2:54 B2C2B in Digital Health, a founder's playbook
Nov 16, 2022
Assertion Supported
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…”
Balaji Srinivasan Nov 16, 2022 ▶ 1:41:24 The Network State with Balaji Srinivasan
Nov 18, 2022 negative
Assertion Partly supported
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…”
Chris Power Nov 18, 2022 ▶ 4:05 The Factory of the Future with Chris Power
Feb 6, 2023
Assertion Supported
Gallagher details thousands of U.S. missiles and drones supplied to Ukraine
“The U.S. Has expended thousands of missile and targeting systems. We're talking, I think the latest counts were over 88,500 javelins, ah, you know, 700 plus switchblades, you know, over 1500 stingers”
Congressman Mike Gallagher Feb 6, 2023 ▶ 5:17 Autonomy & Defense Policy in the 21st Century
Feb 6, 2023
Prediction Not checkable as stated
Gallagher: Any winning U.S. strategy in Taiwan must prepare for protracted war
“Any Taiwan war in which we want to have a fighting chance would necessarily take a while. It would be a protracted conflict. The only quick war would be a, you know, a short war would be a quick Chinese victory.”
Congressman Mike Gallagher Feb 6, 2023 ▶ 5:46 Autonomy & Defense Policy in the 21st Century
Feb 6, 2023
Assertion Supported
Neumann: The US is short 3 million to 5 million housing units
“There's, and the numbers varies, but between three to five million apartments and single-family homes missing right now in the U.S., and that number grows by hundreds of thousands of units a year”
Adam Neumann Feb 6, 2023 ▶ 29:01 Disrupting the World's Largest Asset Class with Adam Neumann
May 9, 2023
Assertion Supported
Yoo: US healthcare spending reaches $4.3 trillion annually, 20% of GDP
“4.3 trillion dollars every year, which is roughly about 20% of GDP is spent on healthcare.”
Julie Yoo May 9, 2023 ▶ 9:08 When Two Giants Intersect: Healthcare Meets Fintech
Aug 2, 2023 negative
Opinion
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…”
Marc Andreessen Aug 2, 2023 ▶ 41:42 Oppenheimer & the Catastrophe of Communism
Oct 1, 2023
Assertion Not checkable as stated
Horowitz: U.S. distribution monopolies gave American creatives a massive global advantage
“The cultural distribution monopolies have historically been U.S., you know, based. And that's given our creatives a massive advantage over, you know, kind of the global creatives.”
Ben Horowitz Oct 1, 2023 ▶ 2:04:38 What is the Future of Hollywood?
Dec 15, 2023
Assertion Partly supported
Neumann: US housing shortage expanded from 2 million to 6 million homes
“Before Corona, there were approximately two million homes missing in the U.S. Today the number is six million homes.”
Adam Neumann Dec 15, 2023 ▶ 11:40 Redefining Partnership with Adam Neumann
Mar 18, 2024 negative
Insight
Huff: U.S. lost capacity to efficiently build infrastructure mega-projects
“The U.S. Has lost this muscle of being able to do this efficiently in these big, big mega projects, whether it's an airport or a nuclear reactor.”
Dr. Katherine Huff Mar 18, 2024 ▶ 24:36 A Nuclear Comeback: Are New Reactors the Answer?
Jul 23, 2024 bullish
Prediction Not checkable as stated
Casey: US e-commerce could reach 80% penetration via drone and robot delivery
“Here in the U.S. With drones and robot delivery systems, maybe we can get to 80%. So I think there's a long way to go.”
Mark Casey Jul 23, 2024 ▶ 20:03 Mark Casey (Capital Group): Public Market and Macro Perspectives
Nov 5, 2024
Opinion
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.…”
Marc Andreessen Nov 5, 2024 ▶ 55:42 Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
Jan 3, 2025 neutral
Prediction Open · timeframe Jan 2035
Midha: Developing a US alternative to ASML will take over 10 years
“Is it feasible for the U.S. To say we're gonna build our own ASML like tomorrow? No. I mean, it's just gonna take like 10 plus years, right? EUV lithography just takes a really long time.”
Anjney Midha Jan 3, 2025 ▶ 9:01 AI Is Becoming a Regional Race
Apr 30, 2025
Assertion Partly supported
Lim: U.S. NRAS mutant melanoma patient population is roughly 50,000
“NRAS mutant melanoma, there's about 50,000 patients total in, in the U.S.”
Jonathan Lim Apr 30, 2025 ▶ 16:23 Biotech CEO on where we are in the fight to cure cancer
Jun 18, 2025 negative
Opinion
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.”
Steven Sinofsky Jun 18, 2025 ▶ 46:55 Former Microsoft Executive on Apple’s Hidden China Problem
Jun 27, 2025
Assertion Contradicted
Chime: Hosting All Data Domestically Is Unique in Public Safety Tech
“One is everything's in the U.S. You know, you would think is fairly common, but is unique in the space.”
Michael Chime Jun 27, 2025 ▶ 11:53 How AI Will Impact Emergency Response: The Tech That Could Soon Save Your Life w/ Michael Chime
Jun 27, 2025 bullish
Disclosure
Chime: Prepared grew to 1,000 emergency call centers across US
“We got from zero to a thousand centers across the country. It was about six of the U.S. On our platform really, really quickly.”
Michael Chime Jun 27, 2025 ▶ 4:03 How AI Will Impact Emergency Response: The Tech That Could Soon Save Your Life w/ Michael Chime
Aug 4, 2025 positive
Opinion
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…”
Dwarkesh Patel Aug 4, 2025 ▶ 1:05:12 Dwarkesh Patel and Noah Smith on AGI and the Economy
Aug 5, 2025
Assertion Not checkable as stated
Andreessen: AI development is happening exclusively in the US and China
“And AI is only happening in two places. It's only U.S. Versus China.”
Marc Andreessen Aug 5, 2025 ▶ 0:12 Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future
Sep 2, 2025 negative
Assertion Contradicted
Chen: Only one physical book printer remains in the United States
“There's literally, I think, like one book printer left in the U.S.”
Andrew Chen Sep 2, 2025 ▶ 40:31 Substack Cofounder on AI Slop Content & the Decline of Social Media
Oct 6, 2025
Prediction Not checkable as stated
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.”
Dan Wang Oct 6, 2025 ▶ 42:59 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 6, 2025 neutral
Assertion Partly supported
Wang: China manufacturing is ~27% of GDP vs US 10-11%
“Right now, last I checked, China's share of its economy dedicated to manufacturing is about something like 26, 27%, and for the U.S. It is about 10, 11%.”
Dan Wang Oct 6, 2025 ▶ 30:28 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 7, 2025 positive
Assertion Partly supported
Nejatian: Opendoor expanded from 48 markets to every US market
“When I started at Open Door was only available in 48 buckets in the U.S., It is now available in every market in the U.S. Because, like, you can push pixels relatively easily.”
Kaz (Kaz Nejatian) Oct 7, 2025 ▶ 51:37 Opendoor CEO: Building the Amazon for Homes
Oct 8, 2025
Prediction Open · timeframe Oct 2028
Altman expects natural gas to dominate short-term U.S. baseload energy growth
“I expect in the short term it will be, most of the net new in the US U.S. Will be natural gas. Relative to at least base load energy.”
Sam Altman Oct 8, 2025 ▶ 35:30 Sam Altman on Sora, Energy, and Building an AI Empire
Feb 4, 2026
Assertion Contradicted
Mares: US permits 60,000 to 80,000 chemical compounds banned in EU
“And the end result is we have between like 60 and 80,000 chemical compounds in the U.S. That are not allowed in, in the EU.”
Justin Mares Feb 4, 2026 ▶ 21:13 How Truemed Is Incentivizing Americans to Invest in Prevention
Feb 4, 2026 negative
Insight
Justin Mares: Poor health is the default outcome in modern American environment
“And so I think that the environment that we exist in is just structurally just hard to be healthy, which is why you see the default health outcomes in the U.S. Being so poor.”
Justin Mares Feb 4, 2026 ▶ 3:13 How Truemed Is Incentivizing Americans to Invest in Prevention
May 11, 2026 bearish
Prediction Not checkable as stated
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, …”
Marc Andreessen May 11, 2026 ▶ 30:20 Marc Andreessen’s Worldview in 60 Minutes | Live on MTS
May 13, 2026 positive
Assertion Contradicted
Baglino: World's leading silicon carbide producer is US-based
“The world's leading producer of silicon carbide, which is a key power semiconductor, is based here in the U.S.”
Drew Baglino May 13, 2026 ▶ 0:37 The Founders Who Left Tesla to Rebuild America | a16z
Aug 20, 2026
Insight
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…”
Angela Strange Aug 20, 2026 ▶ 5:06 The Opportunity for Global Founders
Sep 10, 2026 negative
Insight
Verdian: US AI energy bottleneck is regulatory speed-to-power, not baseline generation
“The U.S. Doesn't have a problem with energy generation. It has a problem with speed to power. That's permissioning transmission. That's regulatory.”
Aram Verdian Sep 10, 2026 ▶ 47:03 Why Investors Are Rethinking Everything for the AI Era
Sep 10, 2026 neutral
Assertion Not yet assessed · timeframe Sep 2026
Verdian: Nearly 2,000 sub-$150M seed funds currently operate in the US
“Pre-seed seed, so think sub-one-fifty funds. There's thousand, thousand, close to 2000 today in the U.S. Alone.”
Aram Verdian Sep 10, 2026 ▶ 20:56 Why Investors Are Rethinking Everything for the AI Era
Sep 10, 2026 negative
Assertion Not checkable as stated
Verdian: Only 20 of 3,000 US VC firms consistently returned 3x net
“Like, we've looked at the data of 3000 venture capital firms in the U.S. Only 20 have achieved consistent three X net returns over the last two decades.”
Aram Verdian Sep 10, 2026 ▶ 11:23 Why Investors Are Rethinking Everything for the AI Era
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