StarZero All shows Try the podcast clipper →

United States

also referred to as: the u s · the united states · u s · us · usa

270 statements across 171 episodes · 62 bullish · 98 bearish · 110 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 4,056 times in 585 episodes since 2017 · across every show →

Mentions by year

brought up most by Marc Andreessen (534), Ben Horowitz (297), Connie Chan (143), Benedict Evans (105), Alex Rampell (93), Balaji Srinivasan (91), Sonal Chokshi (80), Steven Sinofsky (73)

tap a year for its mentions
007501501,5003002017201820192020202120222023202420252026episodesmentions
01503002017201820192020202120222023202420252026episodes it came up in
007.5150153002017201820192020202120222023202420252026episodesmentions per episode
2026 491 mentions in 55 episodes 9 per episode
2025 923 mentions in 100 episodes 9 per episode
2024 563 mentions in 48 episodes 12 per episode
2023 312 mentions in 49 episodes 6 per episode
2022 99 mentions in 7 episodes 14 per episode
2021 4 mentions in 3 episodes 1 per episode
2020 40 mentions in 10 episodes 4 per episode
2019 1,341 mentions in 267 episodes 5 per episode
2018 218 mentions in 29 episodes 8 per episode
2017 65 mentions in 17 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about United States, oldest first

Jul 15, 2017
Assertion Open · timeframe Jul 2017
Evans: US time in mobile apps exceeds total web usage
“The time spent in mobile apps is now greater than all the time spent in On the web in the USA today.”
Benedict Evans Jul 15, 2017 ▶ 2:19 Mobile Is Eating the World, 2014
Jul 15, 2017
Assertion Partly supported
Evans: Half of US online time occurs inside smartphone apps
“Half of all time spent online in the USA is now happening inside smartphone apps. So not half of all time spent on mobile, half of all time spent online is happening inside smartphone apps.”
Benedict Evans Jul 15, 2017 ▶ 11:21 Mobile Is Eating the World, 2015
Jul 15, 2017 neutral
Assertion Partly supported
Chen: US relies entirely on computer simulation for nuclear weapons testing
“So the United States doesn't actually explode nuclear devices anymore. We signed the Comprehensive Test Ban Treaty, and so all of the work that we do now is in simulation.”
Frank Chen Jul 15, 2017 ▶ 6:18 Quantum Computing: A Primer
Jul 15, 2017
Assertion Partly supported
Evans: Smartphone apps account for 60% of all US online time
“Smartphone apps are now 60% of all time spent online in the USA.”
Benedict Evans Jul 15, 2017 ▶ 11:50 Mobile Is Eating the World, 2016
Jul 16, 2017 bullish
Assertion Not checkable as stated
Chan: China Is Leapfrogging US Tech Platforms as a Mobile-First Society
“Today, I'm going to talk to you about trends in China, how it's becoming a mobile first, seamlessly mobile society, and how China is actually leapfrogging many technology platforms that we're still using here in the US.”
Connie Chan Jul 16, 2017 ▶ 0:13 A Whirlwind Tour Through Tech Trends in China
Jul 16, 2017 neutral
Assertion Supported
Chan: China Has 656 Million Smartphone Users, Double the US Population
“The number I want to point you to on this screen is the six hundred and fifty six million smartphone users in China. That's twice the population of the United States.”
Connie Chan Jul 16, 2017 ▶ 0:38 A Whirlwind Tour Through Tech Trends in China
Jul 16, 2017 bullish
Prediction Not checkable as stated
Chan: Virtual Reality Will Adopt at a Tremendous Pace in China
“In China, I fully believe that virtual reality will take off at a tremendous pace because people are getting access and exposure to these headsets in ways that we are not seeing here in the United States.”
Connie Chan Jul 16, 2017 ▶ 22:16 A Whirlwind Tour Through Tech Trends in China
Jul 16, 2017
Assertion Supported
Chan: China Has Fewer Than 436 Million Credit Cards for 1.36B People
“Now, if I look at the number of people in the US and how many credit cards we have, there is more than one credit card for every person in the US. But then if I look at the Chinese population of 1.36 billion people, and I add up all the American Express cards,…”
Connie Chan Jul 16, 2017 ▶ 5:44 A Whirlwind Tour Through Tech Trends in China
Jul 16, 2017
Assertion Partly supported
Horowitz: Caribbean slave mortality vastly exceeded U.S. rates during slavery
“During the slave trade, a million slaves were brought to the U.S. At the end of slavery, there were four million slaves. You know, people had babies, the population grew. In the Caribbean, two million slaves were brought during the course of slavery. At the en…”
Ben Horowitz Jul 16, 2017 ▶ 10:57 Culture and Revolution
Jul 16, 2017
Assertion Contradicted
Horowitz: Under Toussaint L'Ouverture, Haiti generated more export income than the U.S.
“Under Toussaint, Haiti had more export income than the United States, so super successful as a country.”
Ben Horowitz Jul 16, 2017 ▶ 22:27 Culture and Revolution
Jul 16, 2017 neutral
Assertion Partly supported
Rampell: US credit card debt stands at $1 trillion with 15% interest
“So I think the median rate probably for credit card debt right now is about 15%. There's a trillion dollars of outstanding credit card debt, and this is bundled together with the payment type.”
Alex Rampell Jul 16, 2017 ▶ 13:16 What Happens When Mobile (Really) Hits the Wallet
Oct 26, 2017
Assertion Partly supported
Rampell: Chase pays 0.1% yield on $1 trillion in core deposits
“So Chase has about a trillion dollars in core deposits, so it's a lot of money, and the average yield that they make on one of those, if you have a money market or a current account at Chase, you're earning about .one percent, so not a lot. Chase has the secon…”
Alex Rampell Oct 26, 2017 ▶ 6:18 The Future of Money: Banking on Fintech
Dec 15, 2017 neutral
Assertion Supported
Conde: U.S. drug market generates $500B in annual sales
“The market for drug sales in the United States alone is about a half a trillion dollars annually.”
Jorge Conde Dec 15, 2017 ▶ 2:13 Challenges in Healthcare Innovation
Jan 13, 2018 bullish
Prediction Not checkable as stated
Connie Chan predicts Chinese mobile trends will reach the US by 2020
“I have a thesis that a lot of consumer mobile trends that we see in China today will start playing out in the US in one or two years.”
Connie Chan Jan 13, 2018 ▶ 9:29 Rise of the Super App: Mobile-First Product Ideas from China
Jan 21, 2018
Assertion Partly supported
Strange: Top five US banks hold 50% of banking assets
“There's thousands of banks in the U S but the top five make up 50% of the assets.”
Angela Strange Jan 21, 2018 ▶ 0:23 The Next 3 Billion in Financial Services
Feb 3, 2018 neutral
Assertion Not checkable as stated
Chen: All-electric U.S. fleet requires 468 gigawatts of new grid capacity
“The United States had a 1068 gigawatts of installed electricity producing capacity, And the rough estimate is that we would need 468 gigawatts more if we went to an all electric fleet.”
Frank Chen Feb 3, 2018 ▶ 4:45 The Autonomy Ecosystem: Energy (4 of 8)
Mar 7, 2018
Assertion Supported
Chan: Chinese startups reach unicorn status in four years versus seven
“And China takes only, on average, four years for a company to become a unicorn. In the US, it's seven years, and you see a huge spike in year number two.”
Connie Chan Mar 7, 2018 ▶ 9:22 Beyond a Zero-Sum Game: Tech Innovation and China
May 15, 2018
Assertion Partly supported
Chan: China has over six million convenience stores
“There are over six million convenience stores in China. That's over 40 x the number of seven 11 in gas stations in the US.”
Connie Chan May 15, 2018 ▶ 7:29 Online to Offline 2.0: Experiments and Examples from China
Jul 15, 2018 positive
Opinion
Liu: US crypto disputes end in court, not with death
“Given, you know, personally, given the choice, I still think that the U S is a relatively good place to be doing business and be in crypto because in the U S you know, if you disagree, you can go to court in other jurisdictions. If you disagree, you go to jail…”
Lily Liu Jul 15, 2018 ▶ 13:29 An Intro to Crypto: Building Companies, from People to Code
Aug 14, 2018 negative
Insight
Founders claiming to change the world alienate US audiences
“You say the word, you say we're going to change the world, people just, like, their eyes glaze over, at least in the United States.”
Margit Wennmachers Aug 14, 2018 ▶ 12:38 Winning Founders & Influencing Everyone: Margit Wennmachers at Startup Grind Europe
Nov 2, 2018
Assertion Supported
Krugman: Two-thirds of high-denomination US dollars are held abroad
“Indirect estimates suggest that something like two thirds of those high denomination dollar notes are held outside the United States. They're being held as hoards of value, and they're being held as hoards of value even though you can't actually do business wi…”
Paul Krugman Nov 2, 2018 ▶ 20:25 A Skeptic's View of Crypto (from the Point of View of Monetary Economics)
Nov 2, 2018
Assertion Supported
Krugman: US cash-to-GDP ratio has risen since 1980
“If you look at the United States, the ratio of currency in circulation to GDP fell steadily as far back as we can tell up until about And then it started rising again. And we actually have substantially more, ah, dollar cash in circulation relative to GDP than…”
Paul Krugman Nov 2, 2018 ▶ 19:36 A Skeptic's View of Crypto (from the Point of View of Monetary Economics)
Nov 16, 2018
Assertion Supported
Evans: China has more smartphone users than the US and Europe combined
“China, which now has more smartphone users than the USA and Europe combined.”
Benedict Evans Nov 16, 2018 ▶ 4:31 The End of the Beginning
Nov 16, 2018
Assertion Supported
Evans: US E-Commerce Penetration Lags Behind China, South Korea, and UK
“Penetration of e-commerce is actually quite a long way behind some other leading markets. China, obviously, is leapfrogging. There's a leapfrogging story there. South Korea and the UK, of course, are also well ahead of the USA although other parts of Western E…”
Benedict Evans Nov 16, 2018 ▶ 5:07 The End of the Beginning
Nov 16, 2018 neutral
Prediction Not checkable as stated
Evans: US physical retail footprint will change dramatically by 2028
“The U.S. Has massively more retail square footage than anywhere else. So that picture is likely to change quite dramatically in the next 10 years.”
Benedict Evans Nov 16, 2018 ▶ 9:27 The End of the Beginning
Nov 16, 2018 bullish
Assertion Partly supported
Evans: Tesla is outselling all other premium car manufacturers in US
“In fact, Tesla is now out selling the other premium car manufacturers in the USA.”
Benedict Evans Nov 16, 2018 ▶ 13:38 The End of the Beginning
Nov 29, 2018
Assertion Supported
Rampell: US residential real estate commissions total $100 billion annually
“Because it turns out it's a hundred billion dollars a year. It's hard to find stats on this, but you can actually look up how many new homes were sold, what the median price is. It's a hundred billion dollars a year in residential real estate commissions.”
Alex Rampell Nov 29, 2018 ▶ 5:54 When Software Eats the Real (Estate) World
Nov 29, 2018 negative
Assertion Partly supported
Rampell: US real estate commissions are 6% versus 1.5% in Sweden
“So turns out in Sweden homeowners are paying one and a half percent if they want to sell their house. Even Canada, our northern neighbor has figured this out. They're only paying three percent and that keeps dropping. And the United States seems to be very stu…”
Alex Rampell Nov 29, 2018 ▶ 6:36 When Software Eats the Real (Estate) World
Dec 21, 2018
Assertion Partly supported
Jin: Truck driving is the most common US profession despite severe shortages
“Today, in order to be a truck driver in the US, you have to be licensed, and this is the most common profession in most states in America, and yet we're still extremely supply constrained when it comes to the truck driving industry. There just needs to be a lo…”
Li Jin Dec 21, 2018 ▶ 32:59 What's Next for Marketplace Startups
Jan 2, 2019 bullish
Prediction Held up
Chan: Chinese tech giants will ramp up US investments and scouting
“I don't think that's necessarily the strategy, but in terms of learning and investing in the States, I do think that all of these companies will ramp up that effort.”
Connie Chan Jan 2, 2019 ▶ 9:22 a16z Podcast | China and Tech
Jan 2, 2019 bullish
Opinion
Evans: China's internet ecosystem is more innovative than US tech
“They've kind of got their own internet, and it's just as good as ours, and actually, it's much more innovative in some ways.”
Benedict Evans Jan 2, 2019 ▶ 3:10 a16z Podcast | China and Tech
Jan 2, 2019 positive
Opinion
Chan: China leads the US in messaging, logistics, and online video
“So for something like messaging, I think they're ahead. Something like logistics, I think they're ahead. Online video, I actually think they're more experimental as well.”
Connie Chan Jan 2, 2019 ▶ 5:05 a16z Podcast | China and Tech
Jan 2, 2019 negative
Assertion Supported
Summers: US life expectancy gap between top and bottom 10% widened massively
“The data are very dramatic that the gaps in life expectancy between the top 10% of the population and the bottom 10% of the population have widened massively.”
Larry Summers Jan 2, 2019 ▶ 13:13 a16z Podcast | The Two Big Problems With Thomas Piketty’s “Capital in the Twenty-First Century”
Jan 2, 2019
Assertion Partly supported
Grocery is the single largest retail category in the U.S.
“It's actually the single largest category of retail in according to the department of commerce in, in the United States.”
Jeff Jordan Jan 2, 2019 ▶ 12:26 a16z Podcast | People Marketplaces Take On One of the Last Great E-Commerce Opportunities: Groceries
Jan 2, 2019 negative
Assertion Not checkable as stated
Bookman: Virtually All 90,000 US Municipalities Use 30-Year-Old Software
“Virtually every state and local government, there's about 90,000 in the United States, is using software that's often 30 years old.”
Zach Buchman Jan 2, 2019 ▶ 2:07 a16z Podcast | Government Transparency Powered by Software
Jan 2, 2019 positive
Assertion Not publicly verifiable
Evans: Apple's 40% US market share forces bank and merchant alignment
“And because of the market scale that Apple has uniquely kind of in the USA with 40% of smartphones, They could then go to all the banks and all the retailers and say, this is all going to work, and let's all just, you know, get behind and push, which is kind o…”
Benedict Evans Jan 2, 2019 ▶ 9:03 a16z Podcast | Apple Takes on Payments and Your Wrist
Jan 2, 2019 positive
Assertion Supported
Chen: US EMV migration will drive merchant NFC terminal adoption
“The good news on the NFC readers is that the United States is about to go through a massive deployment of EMV, which is chip and pin credit cards. The same reader will also support NFC, so merchants won't need two different or two different upgrades, so it loo…”
Frank Chen Jan 2, 2019 ▶ 7:52 a16z Podcast | Apple Takes on Payments and Your Wrist
Jan 2, 2019 negative
Assertion Supported
Jeff Jordan: About 25% of US malls face vacancy rates above 30%
“There's something like a quarter of malls have over 30% of their storefronts vacant.”
Jeff Jordan Jan 2, 2019 ▶ 7:24 a16z Podcast | Ecommerce and the Holiday Shopping Collision
Jan 2, 2019 negative
Assertion Not checkable as stated
Carter: Chinese state-sponsored cyber aggressors are smart and largely unopposed in US
“Jim Comey is basically telling the truth. The Chinese government-sponsored and at kind of one arm's length proxy I.T. Aggressor, ah, services are large, they're smart and they're largely unopposed in this country”
Ash Carter Jan 2, 2019 ▶ 12:41 a16z Podcast | Security’s Wakeup Call
Jan 2, 2019 neutral
Assertion Partly supported
Evans: Xiaomi Is Expanding to Middle-Income Markets, Not Developed Nations
“Xiaomi is starting to think, but it's starting to go international, but only to middle income markets, only to India and Brazil and places like that, not to develop markets. Much harder for them to come to the USA.”
Benedict Evans Jan 2, 2019 ▶ 5:13 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 negative
Assertion Not checkable as stated
Pierce: US apps attempting WeChat-style social discovery have all failed
“I can't think of an app in the U S that's anything like that. And everything that has tried to do even pieces of that has kind of failed.”
David Pierce Jan 2, 2019 ▶ 7:45 a16z Podcast | Messaging As the Interface to Everything
Jan 2, 2019 bearish
Assertion Contradicted
Markoff: US productivity growth has been zero or negative since 2008
“Since 2008, you know, where you, The modern theory is capital's replacing labor. You should see that kind of productivity growth. We've seen no productivity growth. We've even seen negative productivity.”
John Markoff Jan 2, 2019 ▶ 12:32 a16z Podcast | Talking Humans and Machines with NYT’s John Markoff
Jan 2, 2019 bullish
Prediction Open · timeframe Sep 2020
Thierer: First Amendment would block European-style 'right to be forgotten' laws
“If someone in the States tried to do something like the Europeans are doing with right to be forgotten, we could beat that back with the First Amendment in the US. We could say, no way it doesn't jive with our First Amendment.”
Adam Thierer Jan 2, 2019 ▶ 22:03 a16z Podcast | Making the Case for Permissionless Innovation
Jan 2, 2019 positive
Assertion Not checkable as stated
Thierer: Clinton administration's light-touch policy drove the US internet revolution
“It happened because in the United States, we had a clear bipartisan vision for the internet Mostly driven by the Clinton administration, who first commercialized the internet for open development, and then secondly came out with a framework for global electron…”
Adam Thierer Jan 2, 2019 ▶ 5:49 a16z Podcast | Making the Case for Permissionless Innovation
Jan 2, 2019 positive
Opinion
Thierer: US internet dominance was driven by permissionless innovation
“We've embraced this idea of this general freedom to experiment, ah, and even sometimes fail, which is really makes America unique in the world in this regard. We've led the way with the internet for this reason, in my opinion.”
Adam Thierer Jan 2, 2019 ▶ 1:04 a16z Podcast | Making the Case for Permissionless Innovation
Jan 2, 2019
Opinion
Khan: US market is far closer to UK than France is
“US is far similar to UK than France will ever be.”
Shaq (Shakil Khan) Jan 2, 2019 ▶ 13:28 a16z Podcast | Scaling Ideas and Startups in the U.K. and Europe
Jan 2, 2019 neutral
Opinion
Khan: Strong UK safety nets make the country less entrepreneurial than US
“The country has never been as entrepreneurial as the USA has, and there's a number of social reasons and governmental reasons. One, we've got even though people may complain, we have a pretty amazing welfare system here, and a pretty amazing healthcare system …”
Shaq (Shakil Khan) Jan 2, 2019 ▶ 20:32 a16z Podcast | Scaling Ideas and Startups in the U.K. and Europe
Jan 2, 2019 neutral
Assertion Supported
Hariharan: U.S. ranks third globally in internet users behind China and India
“I think if you look at internet usage globally, like the number one country is China. As Connie mentioned, it's like six hundred and fifty million users. The number two is India. So United States is actually number three.”
Anu Hariharan Jan 2, 2019 ▶ 21:22 a16z Podcast | The Tiger and the Dragon -- On Tech and Startups in India and China
Jan 2, 2019 positive
Assertion Not checkable as stated
Sinofsky: China enables passenger drone testing far better than US regulations
“You gotta give credit To the China market for letting this thing up in the air. And learning to test it, and that's like a huge thing, because like, I don't even know where, you'd have to go to like White Sands, New Mexico to test something like that in the US…”
Steven Sinofsky Jan 2, 2019 ▶ 13:27 a16z Podcast | Software is What Distinguishes the Hardware Winners
Jan 2, 2019 positive
Assertion Not checkable as stated
Hinrikus: The UK leads the US in fintech traction and regulation
“Fintech probably has more kind of traction and more companies in UK, but, and I think that, you know, and regulation is, is slightly better in UK as well.”
Tavit Henrikos Jan 2, 2019 ▶ 19:00 a16z Podcast | When Banking Works Like My Smartphone
Jan 2, 2019 bullish
Assertion Supported
Shirky: Chinese delivery and local service apps dwarf US scale
“Getting that scale in, in something that works like a city rather than a country means that the kinds of applications that rely on density, any app that has to do, anything that has to do with delivery, anything that has to do with transportation, anything tha…”
Clay Shirky Jan 2, 2019 ▶ 25:27 a16z Podcast | 'In the Eye of a Tornado': Views on Innovation from China
Jan 2, 2019 negative
Opinion
Shirky: US overlooks China's fundamental mobile payment innovations
“The kinds of innovations around e-commerce where people are paying using their mobile phones as with M-Pace in Kenya or have entirely alternate payment systems as with Alipay here, that's a kind of innovation Americans don't even recognize, right? Our innovati…”
Clay Shirky Jan 2, 2019 ▶ 7:51 a16z Podcast | 'In the Eye of a Tornado': Views on Innovation from China
Jan 2, 2019 positive
Prediction Not checkable as stated
Ross: 80% of future tier-one global cities will be outside the US
“And I think that we're moving toward a world where there are between, between let's call it 10 to 15 tier one cities, alpha cities, you know, places, you know, you can think of sort of the San Francisco Bay Area as one of these. You can think of New York City …”
Alec Ross Jan 2, 2019 ▶ 16:03 a16z Podcast | Open vs. Closed, Alpha Cities, and the Industries of the Future
Jan 2, 2019
Assertion Not checkable as stated
Hariharan: Amazon US delivery costs relative to transaction size are lower than India's
“Amazon itself says that their delivery costs, for example, as a percentage of transaction in the U S is a lot lower than in India.”
Anu Hariharan Jan 2, 2019 ▶ 14:53 a16z Podcast | E-commerce, Payments, & More in India's Evolving Retail Landscape
Jan 2, 2019 positive
Opinion
Ezra Klein: U.S. should dramatically increase immigration inflows
“I don't just think we want to reform the immigration system. I don't just think we want to find a way to create a path to citizenship for unauthorized immigrants, but I think we really want to increase flows to this country by a quite large amount.”
Ezra Klein Jan 2, 2019 ▶ 22:07 a16z Podcast | On Productivity, Immigration, Trump, and Media
Jan 2, 2019 bullish
Prediction Not checkable as stated
Chan: A new messaging app can still gain significant traction in US
“In the States, there's still a chance for a new messaging app to get significant uptake.”
Connie Chan Jan 2, 2019 ▶ 11:55 a16z Podcast | Innovation vs. Invention at Google I/O
Jan 2, 2019 positive
Assertion Partly supported
Pritzker: Over 50% of US STEM students are immigrants
“Fully north of 50% of the people that we're training in this country in STEM fields are Immigrants, right?”
Penny Pritzker Jan 2, 2019 ▶ 6:20 a16z Podcast | Trade, Commerce, Manufacturing, Immigration, & Cuba -- with Penny Pritzker
Jan 2, 2019 neutral
Assertion Supported
Pritzker: 95% of global consumers reside outside the United States
“95% of customers are outside the United States. 80% of purchasing power is outside the United States.”
Penny Pritzker Jan 2, 2019 ▶ 21:28 a16z Podcast | Trade, Commerce, Manufacturing, Immigration, & Cuba -- with Penny Pritzker
Jan 2, 2019 bearish
Opinion
Osnos: Alibaba is unlikely to successfully expand directly into the US
“This is a little bit unfashionable to say, but I'm actually a little bit skeptical about the possibility for a company like Alibaba, for instance, to come in and change things in the United States. There may be places where they can do it, but I think at the m…”
Evan Osnos Jan 2, 2019 ▶ 21:45 a16z Podcast | Politics Over Pragmatism -- On China, Trump, and Smart Guns?
Jan 2, 2019 positive
Prediction Not checkable as stated
Osnos: Smart guns will eventually become part of the US future
“I think smart guns will probably end up being a part of our future in the United States, and that'll prevent a kid, for instance, from picking up their parents, you know, even if that parent has a legitimate use for it, let's say it's a cop, you know, keep tha…”
Evan Osnos Jan 2, 2019 ▶ 39:50 a16z Podcast | Politics Over Pragmatism -- On China, Trump, and Smart Guns?
Jan 2, 2019 neutral
Prediction Not checkable as stated
Osnos: Trump is a product of a 30-year US sociological trend
“Trump is the tiny outgrowth of a vast sociological phenomenon that's been going on and will go on over the course of the next 30 years.”
Evan Osnos Jan 2, 2019 ▶ 33:21 a16z Podcast | Politics Over Pragmatism -- On China, Trump, and Smart Guns?
Jan 2, 2019 negative
Prediction Not checkable as stated
Sundararajan: US will not adopt a fully government-provided safety net
“I don't see the U S at least as moving towards a model where the government is going to provide the entire social safety net.”
Arun Sundararajan Jan 2, 2019 ▶ 15:10 a16z Podcast | An Economics Take on the Sharing Economy
Jan 2, 2019 neutral
Assertion Partly supported
Alex Rampell: Only one new bank was chartered in six years
“So there have been precisely, I think one new bank in the last six years, and that's it.”
Alex Rampell Jan 2, 2019 ▶ 25:34 a16z Podcast | Fintech Revolution or Evolution?
Jan 2, 2019 neutral
Assertion Partly supported
Alex Rampell: US banks earn up to $180B yearly in credit card interest
“So there's a trillion dollars of credit card debt in the United States, and this is on average yielding between 15 and 18% for the banks, so that's a lot of money for them, so every year they're making a 150 to a hundred and eighty billion dollars in interest …”
Alex Rampell Jan 2, 2019 ▶ 26:20 a16z Podcast | Fintech Revolution or Evolution?
Jan 2, 2019 bullish
Prediction Not checkable as stated
Andreessen: China's state-directed industrial strategy will ultimately benefit the US
“I think in the long run, it counts as an advantage to us that the Chinese are so state directed on some of these things.”
Marc Andreessen Jan 2, 2019 ▶ 17:43 a16z Podcast | What's Next for Technology and National Security?
Jan 2, 2019 negative
Prediction Not checkable as stated
Flournoy: US ethical debates on AI military tech will be bypassed by adversaries
“I also think in this country, we are likely to have important ethical debates about things like fully autonomous military systems, or The use of genetic modification to create sort of superhuman capabilities and soldiers or what have you in a way that may be t…”
Michelle Flournoy Jan 2, 2019 ▶ 19:02 a16z Podcast | What's Next for Technology and National Security?
Jan 2, 2019
Assertion Partly supported
Flournoy: Stationing US troops in South Korea costs less than domestic housing
“It would be more expensive to bring them home and house them in the United States.”
Michelle Flournoy Jan 2, 2019 ▶ 14:23 a16z Podcast | What's Next for Technology and National Security?
Jan 2, 2019 negative
Assertion Supported
Friedrich: 80% of US antibiotics are fed to livestock, threatening medicine
“So, for example, in the United States, about 80% of all antibiotics that are produced by pharmaceutical companies, about 80% of them are fed to farm animals, which means that these bacteria are learning how to get around the antibiotics, and they may be usheri…”
Bruce Friedrich Jan 2, 2019 ▶ 2:50 a16z Podcast | Old Food, New Tech -- 'Clean Meat'
Jan 2, 2019 negative
Assertion Supported
Zipline's autonomous Rwanda drone delivery operations are illegal in the US
“What we're doing in Rwanda is illegal in the US, unfortunately.”
Keller Rinaudo Jan 2, 2019 ▶ 12:00 a16z Podcast | Drones for Delivery in Healthcare
Jan 2, 2019 neutral
Assertion Not checkable as stated
Rinaudo: Rwandan drone regulation is as strict as US FAA rules
“But interestingly, the regulation there is just as strict as the regulation here in the US.”
Keller Rinaudo Jan 2, 2019 ▶ 6:17 a16z Podcast | Drones for Delivery in Healthcare
Jan 2, 2019 negative
Assertion Supported
James Rogers: Produce spoilage rates in US reach 33% to 50%
“If you look at spoilage rates in the United States and, you know, the numbers are kind of all over the place, but they're between a third and a half.”
James Rogers Jan 2, 2019 ▶ 10:59 a16z Podcast | Produce or Perish! (What We Eat)
Jan 2, 2019
Insight
Blinken: Refugee status is the hardest way to enter the U.S.
“If you were a terrorist trying to come into this country, the last way you would come in is as a refugee, because it's the hardest way to get into the United States.”
Tony Blinken Jan 2, 2019 ▶ 12:28 a16z Podcast | Mobility and the Global Refugee Crisis
Jan 2, 2019
Assertion Supported
Blinken: U.S. refugee admission process takes two years on average
“On average. It takes two years for someone to come to the United States as a refugee.”
Tony Blinken Jan 2, 2019 ▶ 10:51 a16z Podcast | Mobility and the Global Refugee Crisis
Jan 2, 2019
Assertion Not checkable as stated
Valdez-Olmos: Up to 50,000 local home care agencies operate in US
“There's between 40,050 thousand agencies operating locally in the United States.”
Renato Valdez-Olmos Jan 2, 2019 ▶ 21:01 a16z Podcast | The Realities of Aging / When Healthcare Is Local
Jan 2, 2019
Assertion Not checkable as stated
Millard: 10,000 Americans turn 65 daily for next 19 years
“There's about 10,000 people turning 65 every single day for the next 19 years.”
Kelsey Millard Jan 2, 2019 ▶ 1:19 a16z Podcast | The Realities of Aging / When Healthcare Is Local
Jan 2, 2019
Assertion Contradicted
Chokshi: Owner-occupied real estate is the largest asset class in the US
“This one is on rethinking the largest asset class in the United States, owner occupied real estate.”
Sonal Chokshi Jan 2, 2019 ▶ 0:07 a16z Podcast | Real Estate -- Ownership, Asset, Economy
Jan 2, 2019 negative
Prediction Didn’t hold up
Pope: Driving is the largest U.S. profession and will be automated away
“We're going to lose the largest profession in the United States, which is driver.”
Carl Pope Jan 2, 2019 ▶ 33:06 a16z Podcast | Cars and Cities, the Autonomy Edition
Jan 2, 2019
Assertion Contradicted
Otte: 80% of US cancer spending goes toward end-of-life care
“80% of all the money that we spend on treating and dealing with cancer in the healthcare system in the United States, something about between 75 and a hundred billion dollars a year, is to help people die of cancer. That's what we spend 80% of the money on rig…”
Gabriel Ott Jan 2, 2019 ▶ 15:14 a16z Podcast | When Will Genomics Live Up to the Hype?
Jan 2, 2019
Assertion Supported
Rogers: US food spoilage rates sit at around 40 percent
“If you look at, you know, food spoilage rates in the United States, they're around 40%, so we're throwing away almost half of what we're growing”
James Rogers Jan 2, 2019 ▶ 3:34 a16z Podcast | The Future of... You
Jan 2, 2019 negative
Prediction Not checkable as stated
Cowen: Physical world will become more dynamic, violent, and chaotic
“Now, I actually don't think those will be the trends for the next 30 years, I feel our physical world is in some way about to break loose and change, and we'll be in a country which is more dynamic, more violent, more chaotic”
Tyler Cowen Jan 2, 2019 ▶ 3:15 a16z Podcast | Technology, Mobility, and the American Dream
Jan 2, 2019 negative
Insight
Cowen: Comparing the US to Asia rather than Europe reveals American complacency
“Americans typically contrast their own nation with Western Europe. That's the tradition. And then America feels so dynamic, because Western Europe is even more sluggish. And stagnant. And that's a big mistake. The notion that you should stop being Tocqueville.…”
Tyler Cowen Jan 2, 2019 ▶ 19:37 a16z Podcast | Technology, Mobility, and the American Dream
Jan 2, 2019
Assertion Supported
Cowen: US interstate migration has dropped significantly since the post-war era
“We move across state lines much less than we used to compared to the post-war era.”
Tyler Cowen Jan 2, 2019 ▶ 34:23 a16z Podcast | Technology, Mobility, and the American Dream
Jan 2, 2019 bearish
Prediction Not checkable as stated
Cowen: US will eventually fail to pay its bills as growth slows
“So in the long run, as our productivity and mobility slows down, at some point we just can't pay the bills anymore.”
Tyler Cowen Jan 2, 2019 ▶ 1:01 a16z Podcast | Technology, Mobility, and the American Dream
Jan 2, 2019 positive
Opinion
The US needs a major space mission to rally national focus
“I think we need to be able to do that, and just like getting to the moon kind of got this country focused on one thing years ago, I think getting to Either Mars, or the asteroids, or whatever it be. I think we need something like that to garner us again, to ma…”
Dr. Christine Darden Jan 2, 2019 ▶ 31:51 a16z Podcast | From Hidden Figure to Sonic BOOM
Jan 2, 2019 negative
Assertion Not checkable as stated
Wittes: Cybersecurity became a partisan political issue in the US
“We have over the last year accidentally created a partisan issue out of cybersecurity.”
Benjamin Wittes Jan 2, 2019 ▶ 16:03 a16z Podcast | The Law (and Tech) of Warfare
Jan 2, 2019 bearish
Prediction Not checkable as stated
Wittes: US confrontation with Russia will dominate foreign policy for years
“Adversary foreign power. Don't confuse it with anything else. It is led by a person who does not have the United States' best interests at heart, and who wants to reestablish hegemony over a region that involves a lot of countries that don't want to be subject…”
Benjamin Wittes Jan 2, 2019 ▶ 29:36 a16z Podcast | The Law (and Tech) of Warfare
Jan 2, 2019
Assertion Partly supported
Jimmy Chen: 44 million Americans rely on SNAP food stamp benefits
“It's used by about forty-four million Americans currently, so about one in seven families in the United States is currently relying on these benefits to purchase food.”
Jimmy Chen Jan 2, 2019 ▶ 3:26 a16z Podcast | Modernizing Government Services, From Food Stamps to Foster Care
Jan 2, 2019
Assertion Supported
Arctic permafrost holds more carbon than the entire US carbon output
“That part of the world was so rich in Grass and in large animals at that time, it's got lots of sort of organic matter, which has lots of carbon in it, in fact, more than like the entire output of the United States right now.”
Ross Anderson Jan 2, 2019 ▶ 2:03 a16z Podcast | Making a (Really) Wild Geo-Engineering Idea Real
Jan 2, 2019 negative
Opinion
Allison: North Korea conflict is today's most dangerous geopolitical flashpoint
“One of the most dangerous development in the, on the horizon today, what's happening on the North Korean peninsula, and why is it so dangerous? Because it's an element in this Thucydidean dynamic.”
Graham Allison Jan 2, 2019 ▶ 20:44 a16z Podcast | Centers of Power, War, and History
Jan 2, 2019
Assertion Not checkable as stated
Allison: Chinese conception of international order is based on hierarchical dominance
“Chinese, ah, conception of order is extremely different than American conceptions of order. In the Chinese conception of order, you have basically a hierarchical dominance. In which somebody's at the top of the pyramid, and everybody else is, is located in rel…”
Graham Allison Jan 2, 2019 ▶ 24:55 a16z Podcast | Centers of Power, War, and History
Jan 2, 2019 bearish
Prediction Not checkable as stated
Allison: Maintaining current US-China policies will likely result in war
“Business as usual in the relationship between the US and China will likely produce history as usual.”
Graham Allison Jan 2, 2019 ▶ 4:01 a16z Podcast | Centers of Power, War, and History
Jan 2, 2019
Assertion Open · timeframe Aug 2017
Allison: US threatened war with Canada to acquire Alaskan territory
“And so we basically threatened war with Canada unless they gave us this territory, and we took it.”
Graham Allison Jan 2, 2019 ▶ 20:10 a16z Podcast | Centers of Power, War, and History
Jan 2, 2019
Assertion Not checkable as stated
Foxx: The US has the world's most complicated airspace
“The U S has the most complicated airspace in the world because we've got so many different objects up there already.”
Anthony Foxx Jan 2, 2019 ▶ 3:26 a16z Podcast | A Society Under Construction - Modernizing Infrastructure
Jan 2, 2019
Assertion Partly supported
Smith: The China Trade Shock Is Over As Labor Costs Equalize
“The China shock is over. China unit labor costs are now at parity with the United States labor cost, and there is nothing on the horizon that looks anything like China.”
Noah Smith Jan 2, 2019 ▶ 29:56 a16z Podcast | Adjusting to Trade... and Innovation
Jan 2, 2019 positive
Opinion
Smith: US Needs An Export Promotion Agency Like Japan's JETRO
“Japan does a lot of things wrong, but it also does some things right. And it has an export promotion agency called Jetro. If you're a small Japanese company, you don't know how to sell stuff to Bangladesh. Jetro will hook you up with local resources and will t…”
Noah Smith Jan 2, 2019 ▶ 36:13 a16z Podcast | Adjusting to Trade... and Innovation
Jan 2, 2019 negative
Assertion Supported
Ott: 35 Million Americans Missed Colorectal Cancer Screenings Last Year
“Last year, thirty-five million people should have gotten screened for colorectal cancer in the United States alone and didn't.”
Gabriel Ott Jan 2, 2019 ▶ 12:58 a16z Podcast | Revisiting the Gene
Jan 2, 2019
Assertion Supported
Dixon: 10 to 20 million US jobs require climbing
“There's something in the order of, like, 10 to twenty million jobs in the U.S. Where people have to climb things.”
Chris Dixon Jan 2, 2019 ▶ 17:52 a16z Podcast | The Self-Flying Camera
Jan 2, 2019 bullish
Prediction Not checkable as stated
Gedmark: Silicon Valley ensures US victory in the commercial space race
“No, no, absolutely. That is what the United States has that will, even though these other countries are doing a better job of figuring out what to do with their government investment in space and how they're spending those dollars, the United States has Silico…”
John Gedmark Jan 2, 2019 ▶ 14:02 a16z Podcast | Space -- the Near Frontier
Jan 2, 2019 positive
Insight
Sinofsky: Companies should adopt EU privacy rules as global baseline
“The US just chose not to make laws and regulations that are nearly as all encompassing as these EU ones. But often what happens is it's just better to just pick that as the standard by which to do, because it's the higher bar to the higher threshold.”
Steven Sinofsky Jan 2, 2019 ▶ 14:54 a16z Podcast | What to Know about GDPR
Jan 2, 2019 negative
Assertion Partly supported
Dalio: The bottom 60 percent of Americans have seen no income growth
“There is the top 40% and the bottom 60%. And if you just carve out and you say, what is the economy and life like of the bottom 60%? There hasn't been income growth, prospects of having a better life than your parents.”
Ray Dalio Jan 2, 2019 ▶ 46:08 a16z Podcast | Principles and Algorithms for Work and Life
Jan 2, 2019 neutral
Assertion Supported
U.S. removes terrorism as top national security threat
“For the first time in a long time, the United States did not name terrorism as the top national security threat facing the nation.”
Gregory Allen Jan 2, 2019 ▶ 2:38 a16z Podcast | Autonomy in Service
Jan 2, 2019
Assertion Contradicted
Neff: US hospitals generate 15% of national greenhouse gas emissions
“Hospitals alone are 15% of Energy, greenhouse gas production in the United States.”
Gina Neff Jan 2, 2019 ▶ 18:08 a16z Podcast | Construction Under Tech -- Info Flows
Jan 2, 2019 neutral
Assertion Partly supported
Weisman: Money transmitters must secure licenses across every US state
“States have money transmission licensing, and if you want to be a money transmitter, you have to obtain a license in every jurisdiction in the United States”
Robin Weisman Jan 2, 2019 ▶ 22:40 a16z Podcast | The Regulatory Landscape for Crypto
Jan 2, 2019 neutral
Assertion Supported
Horowitz: Kaiser Permanente has 12.3M members, largest US healthcare provider
“Bernard runs Kaiser Permanente, which has 12.3 million members, the largest healthcare provider in the United States.”
Ben Horowitz Jan 2, 2019 ▶ 0:51 a16z Podcast | The Infrastructure of Total Health
Jan 10, 2019 bullish
Prediction Not checkable as stated
Coolican: Edtech innovation will happen outside the US first due to regulations
“I think it's also one of the reasons, you know, that I personally believe that the kind of innovation will happen from the, like, outside in. You know, it will happen kind of outside the US first, where these kind of regulatory moats are not as strong you know…”
D'Arcy Coolican Jan 10, 2019 ▶ 29:48 What's Next for Education Startups
Jan 10, 2019 negative
Opinion
Coolican: The non-signaling value of North American education is vastly overstated
“I do believe that the at least in the United States and Canada, the value of education beyond signaling is overvalued and overstated.”
D'Arcy Coolican Jan 10, 2019 ▶ 39:59 What's Next for Education Startups
Feb 9, 2019 negative
Assertion Supported
Chen: 90 voice fraud attacks occur per minute in the United States
“90 Voice fraud attacks happen every minute in the United States.”
Frank Chen Feb 9, 2019 ▶ 13:03 Better Together: Humanity + Machine Learning
Feb 26, 2019
Assertion Supported
Lopez: US has only 400 veterinary oncologists for six million dogs
“Not everyone can get to a vet oncologist, which there's only about three, 400 in the United States for, you know, think about six million dogs, three, 400, right?”
Christina Lopez Feb 26, 2019 ▶ 17:24 a16z Podcast | Connecting Hearts, Bodies, and Networks to Cure Cancer
Feb 26, 2019
Assertion Supported
Conde: Six Million Dogs Are Diagnosed With Cancer Yearly in the US
“Six million cases a year of diagnosed cancer in the United States in dogs.”
Jorge Conde Feb 26, 2019 ▶ 3:16 a16z Podcast | Connecting Hearts, Bodies, and Networks to Cure Cancer
Feb 26, 2019 bearish
Assertion Not checkable as stated
Jordan: Fewer than five U.S. e-commerce companies hit $1B and stay profitable
“So, you know, one of the big secrets in e-commerce is virtually no companies get big and make money in the United States on e-commerce. I can name five e-commerce companies in the U.S. After two decades of investing and God knows how many tens of billions of d…”
Jeff Jordan Feb 26, 2019 ▶ 3:39 a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
Dec 12, 2019 neutral
Opinion
Andreessen: 5G is the space race of the US-China Cold War
“Five G has become an actual geopolitical battle. Like, it's actually a very interesting twist. It's become actually a primary, like, you know, if the Cold War between the US and the USSR was like defined by the space race, like at least the sort of nascent Col…”
Marc Andreessen Dec 12, 2019 ▶ 21:24 Why You Should Be Optimistic About the Future
Jan 27, 2020 negative
Assertion Supported
Rice: China uses human plants and cyber tools to steal US IP
“Well, China is not only using human assets, as you just described plants or moles, but they're also using cyber tools, as we know, to steal intellectual property and exfiltrate data.”
Susan Rice Jan 27, 2020 ▶ 39:12 The Career Changing Magic of Strategic Compartmentalization
Nov 9, 2022 neutral
Assertion Partly supported
Andreessen: US parking lots cover an area equivalent to Connecticut
“I think the number is there are something on the order of two billion parking spots in the United States. Right. So there's like mass in the total amount of for parking lots is something like there's the parking lots. I think if you put them all together in th…”
Marc Andreessen Nov 9, 2022 ▶ 39:51 Why Technology Still Matters with Marc Andreessen
Nov 9, 2022
Assertion Supported
Fielding: US GPS constellation has stayed at roughly 30 satellites for 22 years
“We haven't really grown that constellation in 22 years. It's still about a 30 GPS satellites that give us the, that are United States assets.”
Alex Fielding Nov 9, 2022 ▶ 44:41 Privateer’s Steve Wozniak, Alex Fielding, and Dr. Moriba Jah on the Data Highway Above
Nov 16, 2022 negative
Assertion Not checkable as stated
Balaji: US system offers no internal path to regulatory reform
“98% of the world cannot actually become president, and that president doesn't even have power of these regulatory agencies, so the current pathway cannot fix those regulatory agencies. There is no path to reform within the system.”
Balaji Srinivasan Nov 16, 2022 ▶ 2:14:56 The Network State with Balaji Srinivasan
Nov 16, 2022 negative
Opinion
Balaji: America has a de facto nobility and hereditary political titles
“So America has a nobility. It has de facto, like, hereditary titles.”
Balaji Srinivasan Nov 16, 2022 ▶ 2:29:22 The Network State with Balaji Srinivasan
Nov 18, 2022 negative
Assertion Not checkable as stated
The US lacks 1,000 workers qualified to build advanced semiconductor fabs
“You know, you can't go and hire 20,000 people or even a thousand people that know how to go and execute that construction, how to go engineer that factory, how to go run that factory. They just simply don't exist.”
Chris Power Nov 18, 2022 ▶ 25:38 The Factory of the Future with Chris Power
Nov 18, 2022 bearish
Prediction Not checkable as stated
Power: Geopolitical defense wake-up call coming within two years
“It's incredibly scary, and I think people are going to get a really hard wake up call in the next two years.”
Chris Power Nov 18, 2022 ▶ 21:41 The Factory of the Future with Chris Power
Nov 18, 2022 bearish
Prediction Not checkable as stated
Replenishing US ballistics after a China conflict could take five years
“In reality, we're probably so far away from doing that, that if we have one conflict with China, where we expand most of our ballistics inventory, we might not be able to remake it for like five years.”
Chris Power Nov 18, 2022 ▶ 18:45 The Factory of the Future with Chris Power
Nov 18, 2022
Assertion Not checkable as stated
Chris Power: US won WWII through manufacturing scale, not superior weapons
“You know, in the US really won World War II because of manufacturing and logistics, not because we necessarily had The shiniest missile or whatever.”
Chris Power Nov 18, 2022 ▶ 7:22 The Factory of the Future with Chris Power
Nov 18, 2022
Insight
Chris Power: Capital cannot solve US manufacturing onshoring without skilled talent
“It's not a capital problem. It's a, where are the people that are going to go engineer that system and then run that system? And the re the reality is they don't exist.”
Chris Power Nov 18, 2022 ▶ 25:10 The Factory of the Future with Chris Power
Jan 25, 2023 neutral
Insight
Chan: Asian tech trends take one to five years to reach US
“My learning is that there's usually a time lag of at least a year and generally three to five years before some of those concepts that are already mainstream in Asia become very popular here.”
Connie Chan Jan 25, 2023 ▶ 11:52 2023 Big Ideas in Technology (Part 1)
Feb 6, 2023 bullish
Prediction Not checkable as stated
Gedmark: US will win if space becomes a contested domain
“And that is why I am I think very confident to say that if space is a contested domain, that we will win.”
John Gedmark Feb 6, 2023 ▶ 10:04 A New Golden Age of Space with John Gedmark
Feb 6, 2023 bearish
Prediction Not checkable as stated
Gedmark: China will never match US venture-backed space innovation
“And I think that is something That the Chinese will never be able to match, so we should be very proud of that, and we should make use of it.”
John Gedmark Feb 6, 2023 ▶ 9:57 A New Golden Age of Space with John Gedmark
Feb 6, 2023 negative
Assertion Partly supported
Gedmark: China conducted more space launches than any nation over four years
“Over the last, ah, several years, last four years, China's been launching, doing more space launches than any country on Earth, including the United States, which I think is a fact people just weren't even aware of.”
John Gedmark Feb 6, 2023 ▶ 6:19 A New Golden Age of Space with John Gedmark
Feb 6, 2023 negative
Assertion Not checkable as stated
Luckey: U.S. Suffers Severe Disadvantages in Almost All Simulated China War Games
“And the result of this is that today, in almost every war game that the United States simulates against China or their proxies, the United States, ah, if we don't lose, certainly end up in a very, very bad situation.”
Palmer Luckey Feb 6, 2023 ▶ 5:07 Rebooting the Arsenal of Democracy
Apr 14, 2023 neutral
Insight
US e-commerce relies on credit card chargebacks instead of true payment escrow
“Well, one thing that the US has never done is true escrow and a lot of other countries like in China, for example, they really do escrow where you have to accept the item. To basically release the funds. In essence, in the U S the difference is that we have cr…”
Deb Liu Apr 14, 2023 ▶ 15:14 Marketplace Breakout Strategies: Take Rates, Defensibility, Payments | Field Notes by Connie Chan
Apr 19, 2023
Assertion Not checkable as stated
Chan: Chinese city tier disparities far exceed US state differences
“There is such a difference between first, second, third, fourth, fifth tier city in China, a much bigger difference than in the U S from state to state. I can take a state in the Midwest, compare it to New York or California. And that difference is far less th…”
Connie Chan Apr 19, 2023 ▶ 9:16 Global Investing in Tech: Pattern Recognition, Founder Traits, Momentum | Field Notes by Connie Chan
Jun 12, 2023
Assertion Contradicted
Highland operates the largest electrified bus depot in the US
“Our depot in Bethesda, Maryland, you know, draws five megawatts of power when we're charging. It's the largest electrified depot in the country. Running 200 school buses and five megawatts is like five hospitals coming online overnight.”
Duncan McIntyre Jun 12, 2023 ▶ 12:31 The Electrification of Everything: From Sky to Sea
Jul 14, 2023
Assertion Partly supported
Rotenburg: Behaviors Drive Most U.S. Healthcare Costs and Deaths
“Address the drivers of the vast majority of death, disease, and costs in this country, which are driven by behaviors, which cannot be treated in any single visit, often don't require a physical facility.”
Fay Rottenberg Jul 14, 2023 ▶ 3:28 These People Are Engaging Their Doctors 45x a Year
Aug 2, 2023
Assertion Supported
Andreessen: Venona Files Proved Extensive Soviet Espionage in U.S.
“In the 19 nineties, there was this, ah, this event happened, which was the declassification of a set of intelligence files from the National Security Agency called the Venona files, and it turns out that American intelligence had bugged Soviet military intelli…”
Marc Andreessen Aug 2, 2023 ▶ 10:47 Oppenheimer & the Catastrophe of Communism
Aug 2, 2023 neutral
Assertion Not checkable as stated
Horowitz: U.S.-China disentanglement is far more complex than Soviet decoupling
“The disentanglement will be much more complex this time in the sense that you know, the Chinese supply chain to the United States is, Dramatically more robust than any economic connection that we ever have with the Soviet Union.”
Ben Horowitz Aug 2, 2023 ▶ 1:01:21 Oppenheimer & the Catastrophe of Communism
Aug 3, 2023
Assertion Supported
Alvin Salehi: Opening a U.S. restaurant costs $300,000 on average
“It costs now on average 300,000 dollars just to open a restaurant in the United States.”
Alvin Salehi Aug 3, 2023 ▶ 21:59 Comfort Food, Climate, and the Future of Our Plates
Oct 1, 2023 positive
Opinion
Horowitz: Hollywood is a vital strategic asset for exporting American culture
“I would say it's one of the great assets of the United States. So if you love America you should probably love Hollywood in the sense that You know, it's been the vehicle that we've had for exporting our culture, our values, our way of life. And if you like th…”
Ben Horowitz Oct 1, 2023 ▶ 1:13:04 What is the Future of Hollywood?
Oct 21, 2023 positive
Opinion
Horowitz: US political system prevents complete authoritarian consolidation of power
“And that's the greatest thing about our system, I think, is you can't gather enough power to become completely authoritarian in the US.”
Ben Horowitz Oct 21, 2023 ▶ 46:19 Why It's Time to Be A Techno-Optimist
Dec 5, 2023 positive
Assertion Partly supported
Horowitz: Riyadh built a complete soccer arena in just three months
“A there was a big fight Tyson Fury was fighting and they had built a whole soccer arena for that, you know, that that fight was held in and it was to build the entire thing was three months. And you know, like that obviously could never happen anywhere in the …”
Ben Horowitz Dec 5, 2023 ▶ 1:01:38 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Dec 15, 2023 positive
Assertion Contradicted
Andreessen: Adam Neumann invested $350M of personal capital into Flow
“Starting with alignment, Adam's put three hundred and fifty million dollars of his own money into Flow Living alongside us.”
Marc Andreessen Dec 15, 2023 ▶ 1:36 Redefining Partnership with Adam Neumann
Dec 22, 2023
Assertion Contradicted
Strange: US banking infrastructure costs $10-$30 monthly per account
“If you want to stand up banking infrastructure with all the software and, you know, especially in the U S it's going to cost you know, 10 to 30 dollars a month just to keep the lights on.”
Angela Strange Dec 22, 2023 ▶ 14:24 Big Ideas 2024: The Rise of the Developer as a Buyer in Financial Services with Angela Strange
Feb 28, 2024 positive
Assertion Partly supported
Dixon: 18% of Argentinians own stablecoins and 50 million Americans own crypto
“Like Argentina, something like last number I saw was 18% of Argentinians have owned a stable coin. In America, fifty million people have crypto and mostly Bitcoin.”
Chris Dixon Feb 28, 2024 ▶ 1:06:54 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Feb 28, 2024 negative
Disclosure
Horowitz: Worldcoin is unable to list on exchanges in the United States
“We have an investment in a company called world coin, which is like a very kind of topical relevant technology because it's proof of human. They can do a zero knowledge proof that proves you're a human being and not an AI bot. But the one country that they can…”
Ben Horowitz Feb 28, 2024 ▶ 1:09:08 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
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 5, 2024 negative
Assertion Not checkable as stated
Sen. Todd Young: The US is already behind in national security AI
“And then there'll be some things, as you heard about earlier today, that deal with national security where we're already behind.”
Todd Young Mar 5, 2024 ▶ 4:38 Why America Must Lead in AI Investment
Mar 5, 2024 positive
Assertion Not checkable as stated
Hicks: U.S. holds a distinct advantage in scaling unit-level military innovation
“I think one piece that the United States has an advantage on is, is over other competitors is that when innovation happens down at the unit level, we know how to bring that up and scale it.”
Kathleen Hicks Mar 5, 2024 ▶ 9:58 Collaborative Disruption at DoD: Kathleen Hicks in Conversation with Sharon Weinberger
Mar 5, 2024 positive
Assertion Not checkable as stated
Hicks: U.S. intelligence advantage has paid off substantially in Ukraine
“The United States clearly has an advantage in intelligence that's paid off substantially and to the extent that we can help our partners with that, in this case, Ukraine that, you know, that's an area we know is a strength to build on.”
Kathleen Hicks Mar 5, 2024 ▶ 10:36 Collaborative Disruption at DoD: Kathleen Hicks in Conversation with Sharon Weinberger
Mar 5, 2024 negative
Assertion Not checkable as stated
Hicks: China's military was built over decades specifically to overmatch the US
“Because the PRC has spent decades building a modern military designed primarily to do one thing, overmatch us.”
Kathleen Hicks Mar 5, 2024 ▶ 7:00 Collaborative Disruption at DoD
Mar 5, 2024 negative
Opinion
Choi: U.S. falling behind in crypto mirrors failures in chips and 5G
“I really think it's a travesty and I think the US falling behind on crypto is not dissimilar from what we've seen with chips and what the, what we're having to do now with the chips bill. I think it's like five G. I think it's a national security issue and thr…”
Emily Choi Mar 5, 2024 ▶ 0:41 Regulating Crypto in the Name of National Competitiveness
Mar 13, 2024 negative
Assertion Supported
Andreessen: The federal CHIPS Act has not created any operational chip plants
“And AI takes you straight to chips, which takes you straight to the CHIPS Act, which has not yet resulted in the creation of any chip plants, although it might someday.”
Marc Andreessen Mar 13, 2024 ▶ 17:08 America Needs More Techno-Optimism, with Marc Andreessen and Tyler Cowen
Mar 13, 2024 positive
Assertion Not checkable as stated
Andreessen: US leads the world in AI and general R&D capabilities
“I think we have the best R and D innovation capability in the world and in most fields not, not all, but most. And I think that's certainly true of AI.”
Marc Andreessen Mar 13, 2024 ▶ 15:25 America Needs More Techno-Optimism, with Marc Andreessen and Tyler Cowen
Mar 18, 2024 negative
Assertion Supported
Bernauer: Large reactor builds are far slower in US than Asia
“And the typical construction timeline is really like six to 15 years on the big reactors right now, depending who makes them, even for the exact same reactor, like an AP 1000, built in the US is very slow, built in Asia is very fast.”
Doug Bernauer Mar 18, 2024 ▶ 11:56 A Nuclear Comeback: Are New Reactors the Answer?
Mar 18, 2024 positive
Assertion Supported
Huff: The United States maintains the world's largest nuclear fleet
“We have the largest nuclear fleet in the world.”
Dr. Katherine Huff Mar 18, 2024 ▶ 48:29 A Nuclear Comeback: Are New Reactors the Answer?
Mar 18, 2024 neutral
Assertion Supported
Bernauer: US once had over 400 operating uranium mines
“I think we had over 400 uranium mines operating in the US and really we were the great developers and exporters of our technology to the rest of the world”
Doug Bernauer Mar 18, 2024 ▶ 11:07 A Nuclear Comeback: Are New Reactors the Answer?
Mar 18, 2024 neutral
Assertion Supported
Steph Smith: Nuclear energy accounts for 20% of US electricity
“Nuclear energy accounts for 20% of the electricity in the United States.”
Steph Smith Mar 18, 2024 ▶ 1:02 A Nuclear Comeback: Are New Reactors the Answer?
Mar 18, 2024 positive
Assertion Partly supported
Huff: US commercial nuclear fuel has never harmed humans
“The commercial nuclear fuel in this country has never caused any, you know, radiation harm to humans.”
Dr. Katherine Huff Mar 18, 2024 ▶ 38:31 A Nuclear Comeback: Are New Reactors the Answer?
Mar 27, 2024
Assertion Supported
McEntush: US electrical grid is split into three major interconnections
“So, so I think the most important idea is that the electric grid is not some sort of monolithic entity that, that is, is, you know, the same across the United States. It's actually made up of three sort of major interconnections.”
Ryan McEntush Mar 27, 2024 ▶ 4:56 The Electric Grid, Explained
Mar 27, 2024
Assertion Supported
McEntush: US grid outages and electricity price volatility are rising
“We have an increase in outages, a lot of this weather related the price of electricity is now a lot more volatile.”
Ryan McEntush Mar 27, 2024 ▶ 3:04 The Electric Grid, Explained
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
Mar 27, 2024
Assertion Supported
US energy demand saw virtually no growth over the past two decades
“And for the last, you know, couple decades, we really haven't seen a growth in energy demand.”
Ryan McEntush Mar 27, 2024 ▶ 2:46 The Electric Grid, Explained
Apr 2, 2024 neutral
Prediction Not checkable as stated
Andreessen: Global AI will split into US and China tech stacks
“It's a hundred percent going to be the case. There are two AI tech stacks and there are two AI governance models, and there are two AI, you know, deployment, you know systems.”
Marc Andreessen Apr 2, 2024 ▶ 1:19:11 Politics & the Future of Tech
Apr 24, 2024 negative
Assertion Supported
Horowitz: US printed more money post-2009 than in all prior history
“We printed more money since 2009 than we did in the whole rest of the country's history combined.”
Ben Horowitz Apr 24, 2024 ▶ 29:26 Startup Building: Major Shifts in Tech & Culture
May 20, 2024 positive
Assertion Not checkable as stated
Andreessen: US is closer to universal equality than any other society
“We're a lot closer to that than we were 200 years ago, and we're a lot closer to that than I think any other society has been.”
Marc Andreessen May 20, 2024 ▶ 17:00 The Future of the American Dream
Jun 28, 2024 neutral
Assertion Partly supported
Horowitz: Elon Musk arrived in the United States with $2,000
“When he showed up in the US with like 2000 dollars is the actual story, yeah.”
Ben Horowitz Jun 28, 2024 ▶ 4:17 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Jul 16, 2024 negative
Disclosure
Horowitz: Worldcoin launched globally except in the U.S. due to regulations
“And they have launched their product everywhere in the world except the United States, because the United States of these, of this behavior and these laws”
Ben Horowitz Jul 16, 2024 ▶ 33:25 Trump Vs. Biden: Tech Policy
Jul 23, 2024
Assertion Supported
Casey: Many US retail categories remain at only 20% e-commerce penetration
“Even in the United States, like, a lot of the categories are still only 20% e-commerce”
Mark Casey Jul 23, 2024 ▶ 19:34 Mark Casey (Capital Group): Public Market and Macro Perspectives
Oct 17, 2024 positive
Opinion
Lisa Su: CHIPS Act has made a huge difference for US semiconductors
“Some people say, hey it's not enough or, you know, it doesn't make a difference. I think it's made a huge difference. It's made a huge difference because what it's What it's really done is it's put at the top of the priority list resiliency and semiconductor b…”
Lisa Su Oct 17, 2024 ▶ 18:48 How to Build a Thriving AI Ecosystem with Lisa Su, CEO of AMD
Oct 29, 2024 negative
Assertion Not checkable as stated
Andreessen: US leads in robotics software, but China leads in hardware
“There's a software side of the problem, which we're ahead on, but there's a hardware side of the problem where China has a major, major lead.”
Marc Andreessen Oct 29, 2024 ▶ 0:09 AI, Robotics & the New Global Arms Race
Oct 29, 2024 negative
Assertion Contradicted
Andreessen: For every active US dockworker, another is paid to stay home
“For every doc worker in the U S actually works on the doc doc, there's actually somebody sitting, there's a doc worker sitting at home doing nothing, still getting paid.”
Marc Andreessen Oct 29, 2024 ▶ 31:24 AI, Robotics & the New Global Arms Race
Nov 5, 2024 bearish
Assertion Not checkable as stated
Horowitz: US is significantly behind China in the robotics supply chain
“If you're really worried about China, then, you know, I think we need to deal with what we talked about last time, which is the robot supply chain where we are really behind.”
Ben Horowitz Nov 5, 2024 ▶ 1:02:43 Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
Nov 5, 2024 negative
Insight
Horowitz: Using restrictive regulatory policy to beat China will cause US to lose AI race
“Probably the one thing we could do to lose to China is try and use policy to beat China.”
Ben Horowitz Nov 5, 2024 ▶ 1:14:27 Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
Nov 12, 2024 bearish
Prediction Not checkable as stated
Andreessen: The US and China are in a new bipolar Cold War
“And I at least believe the 21st century is basically going to be another version of that, and it so happens that we're back in a bipolar world, and we have the US and the Communist Party of China which is sort of, you know, USSR two point oh, and they have a m…”
Marc Andreessen Nov 12, 2024 ▶ 26:45 Trump is About to Change Everything For Tech Startups
Nov 12, 2024 negative
Assertion Partly supported
Horowitz: South Korea has double the crypto usage of the US
“Korea, which is a very small country by comparison has doubled the crypto usage as us.”
Ben Horowitz Nov 12, 2024 ▶ 3:18 Trump is About to Change Everything For Tech Startups
Nov 18, 2024
Prediction Not checkable as stated
Sheriff McMahill: Other US cities will adopt policing tech slower than Vegas
“There'll be a slower implementation of these types of programs across the United States. They're just not going to be able to get to them as rapidly as we are, but we're going to prove it's going to work, and I think more and more municipalities will find the …”
Sheriff Kevin McMahill Nov 18, 2024 ▶ 48:57 Las Vegas is Becoming the SAFEST City in America
Nov 18, 2024 positive
Opinion
Horowitz: Policing is perhaps the most important public service in America
“Policing is, because it's kind of been turned into this you know, cartoon in America where, like, there's these weird reversals of good guys and bad guys and this and that and the other, but it turns out to be, you know, maybe the most, single most important p…”
Ben Horowitz Nov 18, 2024 ▶ 1:19 Las Vegas is Becoming the SAFEST City in America
Nov 21, 2024
Assertion Supported
Seema Amble: Annual US marketing spend exceeds $500 billion
“And I think, you know, there's well north of like five hundred billion dollars in the US alone spent on marketing, and that number is growing.”
Seema Amble Nov 21, 2024 ▶ 0:53 How GenAI-Based Software Is Advancing Marketing and Sales
Dec 12, 2024 bullish
Prediction Not checkable as stated
Reshoring US manufacturing is impossible without high reliance on autonomy
“And I don't think that's gonna happen With the way sort of labor economics work globally, if a huge part of the way we manufacture in the future is not driven by autonomy.”
Erin Price-Wright Dec 12, 2024 ▶ 10:49 Jobs of the Future: Where Hardware Meets Software
Dec 12, 2024 bullish
Prediction Not checkable as stated
CHIPS Act reshoring will bring forgotten semiconductor jobs back to U.S.
“So there's, I expect there to be, with kind of the rollout of the CHIPS Act, I expect as chip manufacturing comes back to the US that it's an entire class of jobs that we just have literally never had here. Maybe we did for like five years in the sixties, righ…”
Erin Price-Wright Dec 12, 2024 ▶ 5:24 Jobs of the Future: Where Hardware Meets Software
Dec 16, 2024
Assertion Contradicted
Strange: Compliance is the fourth fastest-growing US job over 20 years
“You want to know the fourth fastest growing job in the United States in the last 20 years? ... Compliance.”
Angela Strange Dec 16, 2024 ▶ 2:23 When Regulation Becomes Code
Dec 18, 2024
Assertion Contradicted
Yoo: 45% of U.S. physicians are currently over age 60
“There's a ridiculous stat that in the last couple of years, the percentage of doctors that are over the age of 60 has reached, like, 45%, which is crazy.”
Julie Yoo Dec 18, 2024 ▶ 3:17 AI: The Ultimate Healthcare Hire
Dec 18, 2024
Assertion Supported
Yoo: Over 300,000 U.S. clinicians left the healthcare workforce in 2021
“Upwards of 300,000 clinicians left the workforce in the year twenty-twenty-one.”
Julie Yoo Dec 18, 2024 ▶ 3:58 AI: The Ultimate Healthcare Hire
Dec 18, 2024
Assertion Supported
Yoo: 7% of active U.S. physicians recently quit clinical practice
“And even in the last couple of years, about seven percent of the country's total active physician workforce left their day jobs as being clinicians.”
Julie Yoo Dec 18, 2024 ▶ 4:08 AI: The Ultimate Healthcare Hire
Jan 3, 2025 neutral
Assertion Partly supported
Midha: US states introduced over 700 AI bills in 2024
“In 2024 alone, I think there were more than 700 pieces of state level legislation that were AI specific.”
Anjney Midha Jan 3, 2025 ▶ 13:23 AI Is Becoming a Regional Race
Jan 3, 2025 negative
Opinion
Midha: Lack of allied data sharing hurts frontier AI research
“One of the things that, that hurts frontier research in the United States and allied countries is a lack of government support in collaborating across borders to make more data available to allied regions.”
Anjney Midha Jan 3, 2025 ▶ 14:36 AI Is Becoming a Regional Race
Jan 3, 2025 negative
Opinion
Midha: Lack of federal data framework handicaps US AI development
“And so I think one area where we are just handicapping ourselves is that there's no unified framework in the United States at the federal level yet for data. Especially around training.”
Anjney Midha Jan 3, 2025 ▶ 13:41 AI Is Becoming a Regional Race
Jan 28, 2025 negative
Assertion Partly supported
Schimpf: China conducts hundreds of hypersonic weapon tests annually versus US's four
“The single best stat for this is they are running hundreds of tests a year of hypersonic weapons. The US is running, like, four.”
Brian Schimpf Jan 28, 2025 ▶ 22:26 How AI Is Changing Warfare, with Anduril CEO Brian Schimpf
Feb 28, 2025
Assertion Not publicly verifiable
Long: US recorded over 100,000 deepfake attacks in 2024
“Where in the United States in 20, 24, we saw over a 100,000 deep fake attacks.”
Brian C. Long Feb 28, 2025 ▶ 2:18 How to spot an AI Deepfake
Apr 11, 2025 negative
Opinion
Bry: Outsourcing Consumer Electronics to China Was a Military Mistake
“And, you know, as a country, we basically outsource manufacturing to China. And I think that that was a, you know, a series of policy decisions, expediency on the part of business. That was a mistake from a military standpoint, because one of the major themes …”
Adam Bry Apr 11, 2025 ▶ 10:42 Drone Warfare: The New Rules of Combat Are Here
Apr 11, 2025 bearish
Prediction Not checkable as stated
Tseng: US Cannot Close Drone Manufacturing Gap With China Within a Decade
“I think that the industrial capacity of China is Fearsome. And try as we might, I think that's gonna be a very difficult thing to close out in one year or even a decade, and, you know, I, I'm an optimist, and, you know, I like to, I'll always like to believe t…”
Ryan Tseng Apr 11, 2025 ▶ 13:08 Drone Warfare: The New Rules of Combat Are Here
Apr 23, 2025 negative
Assertion Not checkable as stated
Sankar: The United States empirically lost deterrence a decade ago
“I think empirically, we lost deterrence, and we lost deterrence about a decade ago.”
Shyam Sankar Apr 23, 2025 ▶ 3:12 Mobilizing the American Industrial Base
Apr 23, 2025 negative
Assertion Not checkable as stated
Burgum: The U.S. lacks sufficient electricity capacity for AI demand
“We do not have enough electricity for AI.”
Doug Burgum Apr 23, 2025 ▶ 5:59 Powering the Next Big Things
May 1, 2025 positive
Insight
US must use software and AI to compete with Chinese manufacturing
“The point is, how do you compete with China on global manufacturing? And the answer is, with software and AI and robotics that give the American worker superpowers.”
Chris Power May 1, 2025 ▶ 1:56 How to Enable a Manufacturing Renaissance
May 1, 2025
Assertion Contradicted
Most skilled US defense manufacturing workers are 62 years old
“The thesis of the company is basically, if people don't know this, most of the skilled labor in the defense industrial base is 62 years old. That makes the components or Widgets that end up getting assembled into drones, fighter jets, missiles any hardware tha…”
Chris Power May 1, 2025 ▶ 1:29 How to Enable a Manufacturing Renaissance
May 24, 2025
Assertion Supported
Acharya: Traditional cloud infrastructure was concentrated in US and China
“If you can, if you think about the last 20 years, the way the cloud evolved was that the vast majority of cloud infrastructure basically existed in two places, right? China and the US.”
Anish Acharya May 24, 2025 ▶ 1:09 Sovereign AI: Why Nations Are Building Their Own Models
May 24, 2025
Assertion Supported
Acharya: DeepSeek's rapid release disproved claims China was years behind
“Just a year before DeepSea came out, you had a number of, like, tech leaders in Washington testifying that China was, like, five to six years behind the US, with confidence, on the record. And then DeepSea comes out 26 days after OpenAI puts out the frontier.”
Anish Acharya May 24, 2025 ▶ 14:36 Sovereign AI: Why Nations Are Building Their Own Models
May 24, 2025 positive
Insight
Acharya: US must win AI by exporting superior tech, not restriction
“The only way to win is build the best technology and out export anybody else. And then if the question is, whose math is the world using, we, we'd love for it to be American math. Right. So I, my view is that we are much better off embracing the ability for ot…”
Anish Acharya May 24, 2025 ▶ 15:01 Sovereign AI: Why Nations Are Building Their Own Models
May 27, 2025 positive
Prediction Not checkable as stated
Topol: Countries with fewer obstacles than the US will implement preventive care
“And we will see countries that will implement it because they don't have the obstacles that we have.”
Dr. Eric Topol May 27, 2025 ▶ 20:47 7 More Healthy Years: What We Can Learn from Super Agers
Jun 12, 2025 positive
Assertion Not checkable as stated
Horowitz: a16z complements Adam Neumann by filtering ideas and building tech teams
“The things he wasn't good at WeWork, like we're very good at putting together a tech team, you know, understanding which of the six ideas are good and which ones we should probably wait on or not do, and that kind of thing. Like that's the, you know, that's th…”
Ben Horowitz Jun 12, 2025 ▶ 49:39 Adam Neumann: This is How You Build Iconic Companies
Jun 18, 2025 negative
Assertion Contradicted
Sinofsky: The US produces no domestic drone parts, relying on foreign rivals
“All of a sudden, drones are the most important thing, and like, all of a sudden, we were like, we don't even, we don't, not just, we don't make the drone, we don't make any of the parts for the drone. Yeah. And they're all made, the only person who makes them …”
Steven Sinofsky Jun 18, 2025 ▶ 41:15 Former Microsoft Executive on Apple’s Hidden China Problem
Jun 18, 2025 negative
Assertion Not checkable as stated
Sinofsky: US lacked technical expertise to manufacture Microsoft Surface
“When we're making surface, you know, you have to use all this pressure-sensitive adhesive and keep all the things together to make it USB thickness, and like, nobody here knows how to do that.”
Steven Sinofsky Jun 18, 2025 ▶ 33:24 Former Microsoft Executive on Apple’s Hidden China Problem
Jul 9, 2025 positive
Opinion
Simpson: US regulatory climate is now favorable for token networks
“So the thing that's a misconception, perhaps, is that the situation is, is very different now. You know, we have a much friendlier administration in place. We have a very different situation in terms of the leadership of these agencies now. And so I actually t…”
Arianna Simpson Jul 9, 2025 ▶ 32:34 Crypto Experts Explain Stablecoins & the Future Financial System w/ Ali Yahya & Arianna Simpson
Jul 16, 2025 negative
Assertion Supported
McEntush: Residential solar installation is cheaper in Germany than the US
“I think it's actually cheaper to put residential solar on your home in Germany than in the United States.”
Ryan McEntush Jul 16, 2025 ▶ 14:56 America's Energy Problem: We Need A New Grid
Jul 16, 2025 neutral
Prediction Not checkable as stated
Price-Wright: Venture capital won't directly fund multi-billion-dollar energy megaprojects
“We're not gonna move the needle on, you know, these multi-billion dollar megaprojects in the US. Like, it doesn't, you know, we're not gonna build, we're probably not the best people to figure out how to, you know, capitalize and build, you know, a multi-billi…”
Erin Price-Wright Jul 16, 2025 ▶ 36:03 America's Energy Problem: We Need A New Grid
Jul 23, 2025 negative
Assertion Not checkable as stated
Caldwell: US has lost ability to build infrastructure and mineral plants
“The reason that we are so panicked about it right now is because we have fundamentally lost the ability to build large-scale infrastructure, and we have lost the ability to, like, operate complex minerals plants.”
Turner Caldwell Jul 23, 2025 ▶ 55:13 The U.S. Can’t Build AI Without These Materials
Jul 28, 2025
Insight
Martin Casado: Greater internet dependence makes the US uniquely vulnerable to attack
“So the internet actually introduced the notion of asymmetry, which is the more that you rely on it, the more vulnerable you are. So to wit, the United States is more vulnerable than, like, you know, random, you know, random federal country.”
Martin Casado Jul 28, 2025 ▶ 58:26 Balaji Srinivasan: How AI Will Change Politics, War, and Money
Jul 30, 2025
Assertion Not checkable as stated
Hayes: Cultural homogenization is erasing regional political differences across the US
“Increasingly, there is this kind of homogenization happening where, you know, all sort of rural folks of certain demographics more and more vote like each other and also kind of like listen to the same music and have the same kind of Omniculture.”
Chris Hayes Jul 30, 2025 ▶ 25:11 AI Content and the War for Your Attention
Aug 1, 2025
Insight
Balaji Srinivasan: Modern US political polarization is geographically fractal unlike 1861
“In 1861, like when it was the north versus south, we take for granted that the ideological and the geographical coincided, right? The north was, you know, the union and the south had the slaves and slavers legal here and illegal here, and the geographical and …”
Balaji Srinivasan Aug 1, 2025 ▶ 39:34 Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
Aug 1, 2025 bearish
Prediction Not checkable as stated
Balaji Srinivasan: Global internet-first AI media disruptors will displace US institutions
“Blue America imposing tariffs on AI is a protectionist, late-breaking thing where they think, okay, we can protect our revenue from this, and, you know, like, there won't be any AI-based disruptors of us, but there will be, and they're going to be internet fir…”
Balaji Srinivasan Aug 1, 2025 ▶ 1:23:53 Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
Aug 5, 2025 negative
Opinion
Andreessen: European regulation has made AI illegal, pushing talent to the US
“Europe has basically made AI illegal. Like, they're regulating themselves to death. And so the smart AI people in Europe are moving to the US.”
Marc Andreessen Aug 5, 2025 ▶ 19:09 Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future
Aug 15, 2025 bearish
Assertion Not checkable as stated
Casado: China has the best AI models and the US is behind
“And then you forward by a year, and they've got the best models by far, and we're way behind.”
Martin Casado Aug 15, 2025 ▶ 5:35 The Current Reality of American AI Policy: From ‘Pause AI’ to ‘Build’
Aug 18, 2025 neutral
Prediction Open · timeframe Dec 2030
Patel: AI data centers will consume 10% of US electricity by 2030
“Even by the end of the decade you know, the US will be like, 10% of our power will be AI data centers”
Dylan Patel Aug 18, 2025 ▶ 46:27 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
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
Aug 20, 2025 negative
Assertion Supported
Cass: US trade imbalance with key allies equals China relative to GDP
“Relative to their GDP, our trade imbalance with them is, is as large as it is with China.”
Oren Cass Aug 20, 2025 ▶ 48:52 Oren Cass & Noah Smith Debate the True Impact of Tariffs
Aug 21, 2025 negative
Assertion Not checkable as stated
Song: US needs 2 million new housing units annually to prevent shortfall
“We're about five million housing units short of what we actually need in the country, and we need to add somewhere between 1.8 to two million units per year just to kind of keep that shortage from getting worse, let alone making up for that deficit.”
Mina Song Aug 21, 2025 ▶ 3:52 Can AI Fix Housing and Healthcare Affordability?
Aug 23, 2025 bearish
Assertion Supported
Horowitz: A large share of crypto VC has moved overseas
“Look, we've already seen, like, a pretty large percentage of the crypto venture capital go overseas.”
Ben Horowitz Aug 23, 2025 ▶ 31:47 Ben Horowitz Shares the a16z Origin Story & Plans for the Future
Aug 27, 2025 positive
Assertion Supported
Manus hits $90M ARR with top traffic from Brazil and US
“Manus is a great example. They just announced a ninety million annualized run rate. And if you look at their traffic, it's number one Brazil, number two US, and number three China.”
Olivia Moore Aug 27, 2025 ▶ 9:48 The Top 100 Most Used AI Apps in 2025
Sep 8, 2025 negative
Prediction Not checkable as stated
McCune: Restricting U.S. AI exports will allow China to capture global markets
“The more that we lock down obviously American products, the more Chinese, the Chinese will enter those markets and sort of take a land grab in that space.”
Colin McCune Sep 8, 2025 ▶ 42:56 The Little Tech Agenda for AI
Sep 8, 2025 positive
Prediction Not checkable as stated
McCune: U.S. AI policy prioritizing growth over safetyism will remain for years
“That dynamic and that shift of rhetoric is incredibly important because what that does is it signals to the rest of the world. It signals to other governments that this is the position of the United States and will be the position for the next three and a half…”
Colin McCune Sep 8, 2025 ▶ 38:55 The Little Tech Agenda for AI
Sep 23, 2025
Assertion Partly supported
Bhattacharya: 40,000 people contracted HIV in the US last year
“40,000 people got HIV last year.”
Dr. Jay Bhattacharya Sep 23, 2025 ▶ 24:17 Taking Bold Bets: NIH and the Future of Biomedical Science
Sep 23, 2025 negative
Assertion Supported
Bhattacharya: US has worse preterm birth outcomes than Europe
“Like, we have worse outcomes in the United States than Europe does.”
Dr. Jay Bhattacharya Sep 23, 2025 ▶ 5:05 Taking Bold Bets: NIH and the Future of Biomedical Science
Sep 23, 2025 positive
Assertion Contradicted
Bhattacharya: US average body weight decreased last year for the first time
“We had, we saw a reduction in average body weight in the, in this country the first time in, you know, decades last year.”
Dr. Jay Bhattacharya Sep 23, 2025 ▶ 57:35 Taking Bold Bets: NIH and the Future of Biomedical Science
Sep 23, 2025 negative
Assertion Supported
Bhattacharya: US life expectancy hasn't grown in 15 years
“The United States has seen no increase in life expectancy.”
Dr. Jay Bhattacharya Sep 23, 2025 ▶ 23:28 Taking Bold Bets: NIH and the Future of Biomedical Science
Sep 29, 2025 negative
Assertion Contradicted
Power: US no longer manufactures capital equipment for domestic factories
“We don't even make the CapEx that goes into the factories in the US anymore. Like it's all German, South Korean, Japanese or whatever, and they're controlled products.”
Chris Power Sep 29, 2025 ▶ 22:28 Anduril CEO: China Has Scale. Can America Catch Up?
Sep 29, 2025 negative
Assertion Not checkable as stated
Schimpf: The US lacks a strategic plan for supply preservation
“We have no strategic plan as a country for how we preserve supply in a catastrophic situation.”
Brian Schimpf Sep 29, 2025 ▶ 20:42 Anduril CEO: China Has Scale. Can America Catch Up?
Sep 29, 2025 bullish
Prediction Not checkable as stated
Power: Deterring China for 10-15 years secures peace for 300 years
“I think that unless it goes hot in 28 is going to be 10 to 15 years. And as long as we can Hold them off there. Then their population drops off and we're good for another 300 years. Like that's kind of how I view the equation.”
Chris Power Sep 29, 2025 ▶ 51:53 Anduril CEO: China Has Scale. Can America Catch Up?
Sep 29, 2025 negative
Assertion Supported
Schimpf: China possesses 250 times the shipbuilding capacity of the US
“Where there's something like 250 times the shipbuilding capacity you know, massively, massively, probably thousands of times on the weapon side. You know, it is just on drones. It's massive. Like, you just, kind of look category by category, massively outpacin…”
Brian Schimpf Sep 29, 2025 ▶ 48:04 Anduril CEO: China Has Scale. Can America Catch Up?
Sep 29, 2025 negative
Disclosure
Schimpf: Anduril found virtually no American-born tier-one manufacturing executives
“Looking for a great head of manufacturing. There's basically no like tier one execs we could find that were American born. We ended up finding someone who was from Canada, but everyone I found who was like great thinking about this differently, like really nov…”
Brian Schimpf Sep 29, 2025 ▶ 4:05 Anduril CEO: China Has Scale. Can America Catch Up?
Sep 29, 2025 negative
Opinion
Schimpf: China holds far greater industrial independence than the US
“China has definitively more industrial independence and the ability to continue production absent, you know, kind of like their choke points are quite a bit more, more mineral minimal, right?”
Brian Schimpf Sep 29, 2025 ▶ 18:18 Anduril CEO: China Has Scale. Can America Catch Up?
Sep 29, 2025 negative
Assertion Not checkable as stated
Power: China is 20 years ahead of the US in manufacturing autonomy
“As of right now, if you look at, like, the PlayStation five as a product, like, that is effectively, I would say, 90% of fully automated production line, and, like, writ large across the board, people really miss this, and I think it's, like, strategic CCP com…”
Chris Power Sep 29, 2025 ▶ 15:02 Anduril CEO: China Has Scale. Can America Catch Up?
Oct 3, 2025 bullish
Prediction Not checkable as stated
Rampell: a16z Will Invest in Non-AI Businesses Made Viable by AI
“The other thing that you're gonna start seeing us do is there are a lot of non-AI companies that now work because of AI.”
Alex Rampell Oct 3, 2025 ▶ 23:59 Software is Eating Labor
Oct 6, 2025 negative
Assertion Not checkable as stated
Dan Wang: China is advancing tech capabilities faster than the US
“Over the last 15 years, the U.S. Has a lead on software, no question about that. But its manufacturing and hardware has not gotten that much better. So the Chinese are learning at a much faster rate and patching up their deficiencies than the Americans are.”
Dan Wang Oct 6, 2025 ▶ 45:31 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 6, 2025 bullish
Opinion
Sinofsky: Pharma is the most critical manufacturing sector US must rebuild
“And so I think we need to, like, pharma is the most strategic and important one that we need to build up, because it's the one that also, we had the highest safety standards in the world for leading it.”
Steven Sinofsky Oct 6, 2025 ▶ 49:30 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 6, 2025 positive
What-if
Sinofsky: Chinese smartphones would lead US market share if permitted
“If they were to be able to sell them here, which, you know, is a challenge, you know, those phones would all be these share leaders, and it wouldn't just be Samsung and the AT&T store, for example.”
Steven Sinofsky Oct 6, 2025 ▶ 45:02 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 6, 2025 neutral
Prediction Not checkable as stated
Wang: China will not implode; US-China competition is a long-term grind
“There is no implosion. When one side is ahead, the other side will overstep, and then the, then, and then they'll need to catch up. And so I want to say that there is no winner here. There is no loser here. It's not a race. Nobody gets to hit the win button. A…”
Dan Wang Oct 6, 2025 ▶ 1:02:13 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 7, 2025
Assertion Supported
Rampell: Most common annual transaction count for US real estate agents is zero
“There are about two million registered real estate agents in the United States of America. And the stat that I quoted a couple of years ago, I assume it's still the stat, but I looked it up. So if you remember mean, median, mode, mean is the average, median is…”
Alex Rampell Oct 7, 2025 ▶ 9:26 Opendoor CEO: Building the Amazon for Homes
Oct 7, 2025 negative
Assertion Contradicted
Rampell: America's 6% real estate commission fee is uniquely high globally
“There should not be a six percent tax, which by the way I make this point in the presentation. It's unique to America. You go pick any other country in the world. It's nowhere near that, that level of spread and you don't have all this regulatory capture.”
Alex Rampell Oct 7, 2025 ▶ 45:17 Opendoor CEO: Building the Amazon for Homes
Oct 7, 2025 negative
Prediction Not checkable as stated
Nejatian: US will never repeat such rapid interest rate hikes
“But what happened in the US with interest rates had basically never happened before. And I think will literally never happen again because it was so obviously stupid.”
Kaz (Kaz Nejatian) Oct 7, 2025 ▶ 37:36 Opendoor CEO: Building the Amazon for Homes
Oct 14, 2025 neutral
Opinion
Labenz: China may be ahead of the US in general robotics
“And this is one area where I do think China might be actually ahead of the United States right now”
Nathan Labenz Oct 14, 2025 ▶ 56:42 Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
Oct 21, 2025
Assertion Not checkable as stated
Kong co-founders arrived in the US with $600 and 90-day visas
“We had no money. We just take 600 bucks last left to go to a United flight and we had 90 days to just make it or break it.”
Augusto Marietti Oct 21, 2025 ▶ 0:12 How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
Oct 31, 2025 bearish
Prediction Not checkable as stated
Andreessen: US AI lead over China is only six months
“We're not gonna have a five-year lead, we're gonna have, like, maybe a six-month lead”
Marc Andreessen Oct 31, 2025 ▶ 36:25 Marc Andreessen and Ben Horowitz on the State of AI
Oct 31, 2025 bearish
Prediction Not checkable as stated
Andreessen: China could lap the US in robotics hardware
“By default sitting here today, that's all going to happen in China. And so even if they never quite catch us in software, they might just like lap us in hardware, and that'll be that.”
Marc Andreessen Oct 31, 2025 ▶ 38:09 Marc Andreessen and Ben Horowitz on the State of AI
Nov 3, 2025 bearish
Prediction Not checkable as stated
Sacks: US will lose AI race to China under pre-approval regulations
“And I think we will lose the AI race to countries like China if, You know, if this is the set of rules that we have.”
David Sacks Nov 3, 2025 ▶ 14:08 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 3, 2025 neutral
Assertion Not checkable as stated
Sacks: China is the only country capable of beating the US in AI
“China is our, probably our main competitor in this area. They're the only other country that has the technological Capability, the talent, the know-how, the expertise to beat us in this area, and we want to make sure the United States wins.”
David Sacks Nov 3, 2025 ▶ 3:51 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 12, 2025 positive
Assertion Supported
Krishna: Redfin is the top US real estate brokerage with 50M MAUs
“Redfin is the most visited real estate brokerage site in the US. They have relationships with fifty million monthly active users.”
Varun Krishna Nov 12, 2025 ▶ 37:01 Rocket Companies CEO: Here’s How to Fix the Housing Crisis
Nov 12, 2025 neutral
Assertion Partly supported
Krishna: Average US starter home grew from 985 to 2,500 square feet
“But I read a cool stat the other day that like in the fifties, the average price or the average size of a starter home was like 985 square feet. And if you look at the size of a starter home today, just, you know, any guesses on what that is? It's like almost …”
Varun Krishna Nov 12, 2025 ▶ 7:40 Rocket Companies CEO: Here’s How to Fix the Housing Crisis
Nov 14, 2025 bullish
Prediction Open · timeframe Nov 2030
Nuzhna: US will remain the primary exit market for biotech companies
“And even if Chinese population will continue to grow, US will still remain the biggest market for biotech companies to exit at.”
Lada Nuzhna Nov 14, 2025 ▶ 46:32 The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
Nov 14, 2025 negative
Disclosure
Hershberg: Zero Amplify portfolio companies are running first-in-human trials in US
“So we have three companies in the next 12 to 18 months that will be starting first in human trials. You know, guess how many are actually doing their first studies in the United States?”
Elliot Hershberg Nov 14, 2025 ▶ 8:28 The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
Nov 14, 2025 negative
Opinion
Hershberg: Restricting US-China biotech transactions via BIOSECURE Act is net negative
“I do think that there's some nuance in terms of how we think about regulation for this, right? It's probably not biosecure where you are totally trying to restrict Relationships and transactions between the U S and China, because that's just sort of net negati…”
Elliot Hershberg Nov 14, 2025 ▶ 21:07 The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
Nov 19, 2025 negative
Prediction Not checkable as stated
Andreessen: Traditional Assembly Line Manufacturing Jobs Will Not Return to US
“I think what you're just not gonna get practically is you're just, you're not gonna get the old factories back, and you're not gonna get the old jobs back in the way that they were 40 years ago when they were lost.”
Marc Andreessen Nov 19, 2025 ▶ 54:20 Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
Nov 21, 2025 bullish
Prediction Held up
Tenev: Robinhood plans to take its investment vehicle, Robinhood Ventures, public
“We're working to solve this problem through tokenization in, in the EU and also through Robinhood Ventures in the US, which is a closed-down fund that we're gonna be taking public.”
Vlad Tenev Nov 21, 2025 ▶ 42:01 Robinhood CEO: Making Everyone An Owner
Dec 8, 2025 neutral
Assertion Supported
Rao: US holds roughly 50% of global data center capacity
“The U S is about 50% of the world's data center capacity.”
Naveen Rao Dec 8, 2025 ▶ 11:29 The Chip That Could Unlock AGI.
Dec 17, 2025 negative
Assertion Supported
Horowitz: The US recidivism rate exceeds 70 percent
“And so, our recidivism rate is over 70% in the United States, and countries that do, like, a better job, it can be, you know, much below 40%.”
Ben Horowitz Dec 17, 2025 ▶ 36:56 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Dec 26, 2025 bearish
Prediction Not checkable as stated
McIntosh: US could take decades to match China's industrial supplier ecosystem
“Those are the things that might take years or decades for us to catch up to China. We can do the technology, but everything else needs to grow with it, or else we're just moving the bottleneck.”
Ryan McEntush Dec 26, 2025 ▶ 2:02 AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
Dec 26, 2025
Opinion
McIntosh: SpaceX and Anduril vertically integrate by necessity, not strategy
“In many ways, they're vertically integrating by necessity, not strategy. There just isn't an ecosystem of companies that can scale with them.”
Ryan McEntush Dec 26, 2025 ▶ 1:43 AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
Dec 26, 2025 neutral
Assertion Not checkable as stated
McIntosh: US rare earth bottleneck is scale and cost, not technology
“I think the reality is that you know, the technology that China has, America can do. We're very good at engineering. We're very good at doing specific things. And in fact, even like the, you know, recent stuff around rare earths, for example, rare earth separa…”
Ryan McEntush Dec 26, 2025 ▶ 1:11 AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
Jan 7, 2026 neutral
Assertion Not checkable as stated
Andreessen: Global AI development is effectively a two-horse race between US and China
“Basically AI is essentially only being built in the US and in China. You know, the rest of the world either, you know, can't build it or doesn't want to, which we could talk about. So it's basically US versus China.”
Marc Andreessen Jan 7, 2026 ▶ 27:38 Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
Mar 10, 2026 neutral
Assertion Partly supported
Moore: Singapore Ranks #1 in Per-Capita AI Adoption, US Ranks #20
“So Singapore is number one. Then Hong Kong, then the UAE, then South Korea. The US is down at number 20, so not super low, not incredibly high. Russia and China are, like, very far down the list, like, sub 50.”
Olivia Moore Mar 10, 2026 ▶ 14:48 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 neutral
Assertion Supported
Moore: Roughly One-Third of Americans Use AI Tools Monthly
“Like in the US, it's around probably a third of people are, Monthly active users of something like a ChatGPT.”
Olivia Moore Mar 10, 2026 ▶ 16:42 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 negative
Assertion Supported
Moore: US Public Trust in AI Stands at Only 32%
“There was actually a big survey last year from Edelman the global media company. And the US had a fairly low rate of trust in AI. It was like, 32%.”
Olivia Moore Mar 10, 2026 ▶ 15:52 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 20, 2026 neutral
Assertion Partly supported
Sankar: U.S. direct commissioned 100,000 technical civilians in WWII
“In World War II, we direct commissioned a 100,000 people that look like what we now consider Detachment two-oh-one. Into the military.”
Shyam Sankar Mar 20, 2026 ▶ 20:14 Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z
Mar 20, 2026 negative
Opinion
Sankar: The United States has lost its global military deterrence
“We have frog boiled our way to a place where we've lost deterrence.”
Shyam Sankar Mar 20, 2026 ▶ 3:19 Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z
Apr 2, 2026 bullish
Prediction Not checkable as stated
Blania: World will direct 90% of company effort to the US
“So I think over the next year, 90% of the, you know, effort of the company is just gonna go about the US.”
Alex Blania Apr 2, 2026 ▶ 25:38 How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
Apr 14, 2026 negative
Assertion Not checkable as stated
Horowitz: The US is completely out of available electricity capacity today
“We're pretty much out of electricity now in the United States, like, not, not 12 months from now, like, right now.”
Ben Horowitz Apr 14, 2026 ▶ 11:35 Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
Apr 14, 2026 negative
Assertion Not checkable as stated
Horowitz: US lacks rare earth minerals, electricity, and manufacturing capacity
“We don't have enough rare earth minerals, we don't have enough electricity, we don't have enough manufacturing capacity.”
Ben Horowitz Apr 14, 2026 ▶ 11:03 Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
Apr 22, 2026 negative
Assertion Supported
Andreessen: Public trust in US institutions began collapsing in 1970, not recently
“Trust in centralized institutions of all kinds is, is collapsing in the US. So basically any kind of legacy or incumbent institution you know, trust is collapsing fast. By the way, that collapse in trust didn't start with the internet. It actually started arou…”
Marc Andreessen Apr 22, 2026 ▶ 54:34 Marc Andreessen on how the internet changed news, politics, and outrage | The a16z Show
May 6, 2026
Assertion Supported
Isaacman: US has committed $100B in taxpayer dollars to Moon return
“You've committed, again, a hundred billion of taxpayer dollars, you have an obligation to see it through.”
Jared Isaacman May 6, 2026 ▶ 19:55 NASA, SpaceX, Blue Origin, and The Race to The Moon | Jared Isaacman on The a16z Show
May 13, 2026 negative
Assertion Not checkable as stated
Caldwell: US is 50 years behind on critical mineral supply
“The US is 50 years behind on critical mineral supply.”
Turner Caldwell May 13, 2026 ▶ 0:00 The Founders Who Left Tesla to Rebuild America | a16z
Jul 3, 2026
Assertion Supported
Neuberger: China's shipbuilding capacity is orders of magnitude greater than US capacity
“China has vastly increased its military, vastly increased the number of nuclear capabilities that it has, uses various their shipbuilding capability are orders of magnitude more than the United States”
Anne Neuberger Jul 3, 2026 ▶ 20:03 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 3, 2026 positive
Disclosure
Horowitz: a16z prioritizes international expansion in strong US ally nations
“From our standpoint, it's very powerful. When we, when they're a strong ally of the US, we've got a relationship with the people in government, we've got a relationship with the people in business, we've got a relationship with the investors, you know, cause t…”
Ben Horowitz Jul 3, 2026 ▶ 18:59 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 3, 2026 positive
Opinion
Horowitz: Saudi Arabia is transitioning from a tribal society to a modern ally
“Saudi Arabia is going from this, ah, kind of tribal, ah, different kind of society, I would just say, to kind of a modern, you know, like, highly civilized, you know, player in the modern world and full ally of the United States.”
Ben Horowitz Jul 3, 2026 ▶ 17:55 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 22, 2026 negative
Opinion
Horowitz: US lost manufacturing skill outside of Elon Musk's companies
“We were the best in the world by far. We taught the world how to do was manufacture, and now we've basically forgotten how to do it as a country other than like Elon. Like if you need somebody who knows how to manufacture, you literally have to get them from E…”
Ben Horowitz Jul 22, 2026 ▶ 1:27:07 Building a Company in Stealth | Travis Kalanick with a16z
Aug 28, 2026 negative
Opinion
Horowitz: Losing US technology leadership means competitors will define global values
“We'd like to keep that going, and I think that doesn't continue to go if we lose our lead in technology. I think we'll be in another era, and there'll be another country, and maybe they have a different set of values around that.”
Ben Horowitz Aug 28, 2026 ▶ 53:25 Why Top Founders Are Racing Into AI Infrastructure
Aug 28, 2026 negative
Assertion Not checkable as stated
Casado: US power constraints force startups to deploy GPUs in Mexico and Australia
“By the way, it is so bad that right now if we have new companies going for GPUs, it's often in Mexico or Australia or in other country just because it is so difficult in the United States.”
Martin Casado Aug 28, 2026 ▶ 36:42 Why Top Founders Are Racing Into AI Infrastructure
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 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.

Try the podcast clipper Learn more