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United States

also referred to as: us · usa

31 statements across 24 episodes · 11 bullish · 3 bearish · 10 people on the record · first statement Sep 22, 2021 by Ben Gilbert · said 1,336 times in 72 episodes since 2020 · across every show →

Mentions by year

brought up most by David Rosenthal (701), Ben Gilbert (493), Anthony Gonzalez (16), Sam Bankman-Fried (13), Howard Schultz (13), Daniel Ek (12), Doug DeMuro (8), David Senra (8)

tap a year for its mentions
0020013400252020202120222023202420252026episodesmentions
013252020202120222023202420252026episodes it came up in
00201340252020202120222023202420252026episodesmentions per episode
2026 200 mentions in 6 episodes 33 per episode
2025 305 mentions in 12 episodes 25 per episode
2024 230 mentions in 12 episodes 19 per episode
2023 238 mentions in 12 episodes 20 per episode
2022 247 mentions in 22 episodes 11 per episode
2021 113 mentions in 7 episodes 16 per episode
2020 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about United States, oldest first

Sep 22, 2021 neutral
Assertion Partly supported
Standard Oil's 1900 profits equaled 0.25% of the entire US GDP
“So standard oil in 1900 produced sixty million dollars in earnings. And rather than inflation adjust that, let's look at it relative to the total GDP, which was twenty four billion dollars. Ok, so, sixty million dollars divided by twenty four billion dollars. …”
Ben Gilbert Sep 22, 2021 ▶ 2:22:42 Standard Oil Part I · Acquired
Oct 19, 2021 neutral
Assertion Supported
Gilbert: Standard Oil market share fell to 64% before 1911 breakup
“When things go down, which I'll just leave there for a second, their market share had eroded to 64%. There were at least 147 other refining companies competing with it in the United States.”
Ben Gilbert Oct 19, 2021 ▶ 1:27:41 Standard Oil Part II (Extended Cut) · Acquired
Dec 15, 2021 negative
Assertion Not checkable as stated
Bankman-Fried: Launching crypto derivatives in the US takes about five years
“Those were the derivatives and it's a really long process to launch those in the United States. It takes probably five years from the start.”
Sam Bankman-Fried Dec 15, 2021 ▶ 58:35 FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut) · Acquired
Feb 15, 2022 bullish
Prediction Open · timeframe Feb 2027
Eich: US will not ban crypto due to wealthy family office adoption
“Crypto gets banned in the US or something like that. Don't think it's going to happen. One of the reasons is because I do see too many rich people partaking through their family offices and so on.”
Brendan Eich Feb 15, 2022 ▶ 1:34:39 The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired
Mar 15, 2022 negative
Assertion Contradicted
Gerstner: Only 30% of Americans belong to the ownership society
“We only have 30% of people who belong to the ownership society.”
Brad Gerstner Mar 15, 2022 ▶ 1:37:58 Altimeter (with Brad Gerstner) · Acquired
May 16, 2022 bullish
Assertion Supported
Weber: Brooks reached number one US running shoe position with 21.5% share
“We became the number one running shoe brand in the United States in the last 12 months, last month. 21 and a half percent share in performance running.”
Jim Weber May 16, 2022 ▶ 59:34 Arena Show Part II: Brooks Running (with CEO Jim Weber) · Acquired
May 16, 2022 bullish
Assertion Supported
Brooks CEO: Ghost and Adrenaline are top two US performance running shoes
“We have two of the best selling shoes now in the United States, the Ghost and the Adrenaline. They're the two top shoes in the performance running category.”
Jim Weber May 16, 2022 ▶ 21:06 Arena Show Part II: Brooks Running (with CEO Jim Weber) · Acquired
Jun 6, 2022 positive
Assertion Supported
Boyle: Roughly 50% of US unicorn founders are foreign-born
“Something like 50% of unicorn founders in this country are foreign born.”
Katherine Boyle Jun 6, 2022 ▶ 1:14:14 American Dynamism (with Katherine Boyle) · Acquired
Aug 2, 2022 positive
Assertion Supported
US steel production has lower energy intensity than most of the world
“A ton of steel made in the United States is going to be made with less energy intensity than most parts of the world. Not all, but most, and certainly China.”
Anthony Gonzalez Aug 2, 2022 ▶ 1:43:12 From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez) · Acquired
Nov 15, 2022
Assertion Supported
US Cellular Network Subscribers Reached 109 Million in 2000
“There were one hundred and nine million people, not 900,000, hundred nine million subscribed in the year 2000.”
Ben Gilbert Nov 15, 2022 ▶ 1:11:37 Qualcomm · Acquired
May 18, 2023
What-if
Ek: Spotify would have died if it launched in the US first
“I can tell you definitively Spotify would not have been alive today had it not been that we Couldn't launch in the US as our first market, huh?”
Daniel Ek May 18, 2023 ▶ 36:00 Spotify CEO Daniel Ek · Acquired
May 30, 2023 bearish
Prediction Not checkable as stated
Gilbert: Future breakthrough defense innovation won't come from Lockheed's Skunk Works
“It's very likely that the Skunk Works mentality ends up solving more problems for our country, but probably not from the Skunk Works division of Lockheed Martin.”
Ben Gilbert May 30, 2023 ▶ 3:30:48 Lockheed Martin (Audio) · Acquired
May 30, 2023 neutral
Assertion Supported
Britain's RAF Was Lockheed's Biggest Customer Before US Entered WWII
“Lockheed's big customer in World War II before the U.S. Enters was Britain's Royal Air Force. They were a way bigger customer than the U.S. Was for many, many years.”
Ben Gilbert May 30, 2023 ▶ 14:02 Lockheed Martin (Audio) · Acquired
Jun 27, 2023
Assertion Partly supported
In the 1930s, 2% of Germans Owned Cars Versus 30% of Americans
“Apparently only two percent of Germans owned a car versus 30% of Americans by the 19 thirties.”
Doug DeMuro Jun 27, 2023 ▶ 8:55 Porsche (with Doug DeMuro) · Acquired
Jun 27, 2023 neutral
Assertion Partly supported
In 1954, the United States Accounted for 40% of Porsche's Car Sales
“In 1954, Porsche sells 588 cars in the U.S. Which was 40% of their entire production for the year.”
David Rosenthal Jun 27, 2023 ▶ 53:20 Porsche (with Doug DeMuro) · Acquired
Aug 21, 2023
Assertion Supported
US fair trade laws in the 1950s legally barred retailers from discounting
“There were actually laws on the books in the U.S. At the time that manufacturers of goods could set a minimum selling price for retail, and it was actually illegal for retailers to offer products below that price to the general public.”
David Rosenthal Aug 21, 2023 ▶ 22:59 Costco (Audio) · Acquired
Nov 27, 2023
Assertion Supported
US Credit Card Launches Surged from 10 to 440 After 1966
“From 1960 to 1966, so this whole era is actually a profitable era for B of A, but no one else knows it. There were only 10 new credit cards introduced in the entire United States, because they did such a good job keeping what became a cash gusher for them quie…”
Ben Gilbert Nov 27, 2023 ▶ 37:20 Visa (Audio) · Acquired
Nov 27, 2023
Assertion Supported
US Consumer Debt Increased Every Single Year Between 1958 and 1990
“Between 1958 and 1990, there was never a year where the amount of outstanding consumer debt wasn't higher than the year before.”
Ben Gilbert Nov 27, 2023 ▶ 33:41 Visa (Audio) · Acquired
Jan 22, 2024 neutral
Assertion Supported
Pharmacy benefit managers managed benefits for 266 million Americans in 2016
“PBMs manage pharmacy benefits for two hundred and sixty-six million Americans, and that number's old. That's as of twenty-sixteen.”
Ben Gilbert Jan 22, 2024 ▶ 1:28:12 Novo Nordisk (Ozempic) · Acquired
Jul 22, 2024 neutral
Assertion Open · timeframe Jul 2024
Gilbert: US PC Household Penetration Grew From 10% in 1986 to 62% in 2003
“The US household penetration of personal computers, again, flashing back pre-IPO, was only eight percent. So that whole doubling year over year over year, By Microsoft's IPO, they still only got to around 10% of penetrating the U.S. By 1997, 13 years later, it…”
Ben Gilbert Jul 22, 2024 ▶ 2:06:46 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Oct 28, 2024 positive
Assertion Supported
WhatsApp Has Surpassed 100 Million Monthly Active Users in the US
“WhatsApp has a hundred million now in the US, which this is sort of a big narrative violation that WhatsApp will never catch on in the US, and iMessage is dominant, and even after that it's, you know, text message. This is crazy. A hundred million people a mon…”
Ben Gilbert Oct 28, 2024 ▶ 5:25:39 Meta (Audio) · Acquired
Oct 28, 2024 positive
Assertion Supported
Meta's US and Canada Revenue Per User Grew from $11 to $227
“The second insane thing, at IPO, the US and Canada market had an average revenue per user of 11 dollars. That number is now 227 dollars.”
Ben Gilbert Oct 28, 2024 ▶ 5:29:07 Meta (Audio) · Acquired
Dec 16, 2024
Assertion Partly supported
Mars owns 3,000 veterinary clinic locations, representing 8% of US clinics
“Mars owns 3000 locations out of 35 to 40,000 vets in the US. So that's like eight percent of vets.”
Ben Gilbert Dec 16, 2024 ▶ 3:15:15 Mars Inc. - The Chocolate Story (Audio) · Acquired
Dec 16, 2024 neutral
Assertion Contradicted
Uncle Ben's was the first branded rice product sold in America
“There were no brands in the rice category before Uncle Ben's.”
David Rosenthal Dec 16, 2024 ▶ 2:07:54 Mars Inc. - The Chocolate Story (Audio) · Acquired
Feb 24, 2025 positive
Assertion Contradicted
Rolex significantly doubled down on US marketing spend during the 2008 crisis
“So interestingly, Rolex actually massively doubled down on their marketing spend in the US during the 2008 financial crisis”
Ben Gilbert Feb 24, 2025 ▶ 3:36:36 Rolex (Audio) · Acquired
Mar 24, 2025 positive
Assertion Partly supported
Rosenthal: 20 Million Hardcore Cricket Fans Exist in the US Today
“Hey, there are twenty million hardcore cricket fans in the US today.”
David Rosenthal Mar 24, 2025 ▶ 1:38 Indian Premier League Cricket (Audio) · Acquired
Mar 24, 2025 neutral
Assertion Supported
Gilbert: Five-year US IPL rights sold for just $33 million
“The current five year rights to watch cricket in the USA are only worth thirty three million dollars out of a 6.2 billion dollar package.”
Ben Gilbert Mar 24, 2025 ▶ 3:13:06 Indian Premier League Cricket (Audio) · Acquired
Oct 6, 2025 neutral
Assertion Supported
Google Generates Approximately $400 Per US User Annually
“Google makes something like four hundred-ish dollars per user per year, just based on some napkin math in the US.”
Ben Gilbert Oct 6, 2025 ▶ 3:43:22 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 27, 2025 bullish
Assertion Supported
Rosenthal: Aldi Operates 2,500 US Stores and Plans 800 More
“There are 2500 Aldi's in the U.S. It is the fastest growing grocer in the U.S. Since COVID, and they plan to open 800 more stores in the next couple years.”
David Rosenthal Oct 27, 2025 ▶ 2:03:41 Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
Nov 24, 2025
Assertion Partly supported
Patent medicines were America's very first national consumer product brands
“Before this industry, there were no national brands in America or anywhere else. There were railroads and there were like big national industrial companies, but there weren't any national consumer product companies. Everything was local. There weren't any CPG …”
David Rosenthal Nov 24, 2025 ▶ 7:06 Coca-Cola: The Complete History & Strategy (Audio) · Acquired
Mar 5, 2026 positive
Assertion Partly supported
US Formula 1 Viewership Doubled From 2018 to 2021 Following the Netflix Series
“In 2018, before Drive to Survive launched, about half a million Americans watched races. In 2021, that has doubled in three years to over a million Americans watching F-one Grand Prix.”
David Rosenthal Mar 5, 2026 ▶ 3:15:20 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
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