U.S.

“Highly automated factories of the future. That's the only way the U.S. Is going to be competitive in building things in U.S. Soil. So you have to move to super automation there.”

“Like, we've looked at the data of 3000 venture capital firms in the U.S. Only 20 have achieved consistent three X net returns over the last two decades.”

“Pre-seed seed, so think sub-one-fifty funds. There's thousand, thousand, close to 2000 today in the U.S. Alone.”

“The U.S. Doesn't have a problem with energy generation. It has a problem with speed to power. That's permissioning transmission. That's regulatory.”

“Yesterday she came out and said that this Venezuelan government does not have the authority to do this energy deal with the U.S., despite her historically having been viewed as an American ally.”

“You know, my personal view is that it's an infinite game, I believe, first in terms of the race, that there's not going to be a winner, the race is going to be over, but you could get to a situation where a lot of the critical technologies are not U.S. Based, …”

“And in the U.S. In particular, almost every single aluminum smelter has shut down. There's, I think, maybe only one left operational in the U.S. These days.”

“Plan B is the branch where we try to, where the U.S. Tries to slow down China. Where the most obvious mechanisms would be things like export controls, but potentially they could get more escalatory than that. Meaning sabotage. Yeah, sabotage like, yeah, like c…”

“Petrodollars aren't petrodollars. They're violence dollars. The U.S. Was supposed to have the violence needed to secure the oil and the oil backs the money.”

“Unlike in the U.S., where you can get everything as a service, At every layer of the stack. In many other markets, including Latin America, you just can't do that. There's no sort of, ah, fraud as a stack, KYC as a stack. So you end up having to build everythi…”

“Perigo was the only, it is the only manufacturer of infant formula here in the U.S. Outside of the vertically integrated.”

“They've got 20 times the manufacturing square footage of the U.S., and much of it is automated.”

“Vogel, the most recently built nuclear plant in the U.S., came in at about 15,000 dollars per kilowatt.”

“The bigger thing to me is that I think China's bringing on 10 times as much energy next year as we are in the U.S.”

“I don't really see them banning the use of Chinese models in the U.S. I don't think it makes sense for them.”

“In Washington tech execs go to Washington to say, we have to be trying to an AI at all costs privately, or even semi privately. The exact same people say, obviously the U S and China are going to both be leaders at AI. They sort of reject that the war narrativ…”

“Taking away advanced capabilities from U.S. And European corporations such that their only recourse is to use a Chinese open weights model seems a little like, you know, Jason said it right, shutting the barn door after the horse is bolted.”

“And I think maybe because of China's embrace of open source and because of the U S closed AI model we might end up seeing a proliferation of individual AI apps in China while the U.S. Goes to super apps.”

“So I think given all the things that's happening in the world, I think relatively speaking, U.S. Is probably still the safest.”

“I think the, you know, typically if there are two founders one of the founders moves to the U.S., and you cannot start in the U.S. Without, without having a founder there and you should absolutely go to the U.S. But I don't think you need to move the whole com…”

“As the U.S. Will be about a third of global gas supply in several years our allies and other FTA and increasingly non-FTA countries are reliant on-”

“When you get to the middle of twenty-twenty-eight, We start to break very materially below in a historical way where gas available in storage has ever been before. And by 20, 29, we dropped below all known historical storage evidence.”

“Yes, definitely. Yeah. The U.S. Has the access to, by far, the most cutting edge techniques and facilities and drugs. Than the rest of the world. And they are willing to spend a lot more in order to preserve life.”

“They're spending a lot more money, and pledged to invest an additional hundred billion in the U.S.”

“I now have come to the realization that it's a hard perch, high hurdle to leave the U.S., take my one marginal dollar and invest in country X in the emerging markets and expect a competitive risk-adjusted return.”

“And it took about six to eight weeks, and I, we shipped a 192,000 orders from China, direct to customers in the U.S., and then that really, you know, that year we were projected to do two million dollars for the year.”

“Things we have not really done, we have not expanded much into the European market, largely because we don't think we have the right relationships in place there, the right expertise. And even though that, that particular region is more interesting than it has…”

“So in the U.S., the innovator price, if it's a hundred, post-patent expiry, if there are more than five players, the price falls to north of, the discount falls north of 95%. It can be sometimes one percent, two percent of the innovator's price.”

“Up until 2019, the U.S. Was an importer of travel. More people came to the U.S. And stayed in hotels than left the U.S. To stay abroad. We have now become a significant exporter of travel. More people leave the U.S. To go abroad than come in.”

“So your average silicon panel here in the U.S. Is 23% efficient. It'll probably get to 25% in the next couple years, and that's it. Like, that's the max that a silicon solar panel will go.”

“Every customer I talk to, like, the first question they ask me is, is it made in the U.S.? And if it, if my answer is no, they're not interested, right?”

“If you ask me, am I concerned about a hot conflict? I'm less concerned than most. But depending on the actions of the leaders, We may cause the hot conflict, and so I am of the opinion that we all must be more long-term minded if we can. We ought to have a mor…”

“The world's leading producer of silicon carbide, which is a key power semiconductor, is based here in the U.S.”

“Europe is, is going to run the opposite, you know, test, which is they're going to try to prevent all this from happening, and again, I think the data's already in there which is they're, you know, they're, they've been falling very badly behind economically, …”

“China has a lot of restaurants, you know, six, over seven million restaurants, you know, versus what we have here in the U.S. At about a million restaurants in, in comparison, for example.”

“U.S. Is the world's largest economy, China's number two, and cybercrime is number three. It's a one trillion dollar a month problem.”

“I hate super app. I don't, it, no one's gonna be WeChat in the U.S.”

“So full-time we are around 35. They are not, everyone is in U.S., but across different countries.”

“It was the first known occasion in around half a century that the U.S. Had reverse engineered another country's military technology for its own use.”

“Paducah is actually the last place the U.S. Did commercial scale enrichment. It's where we did enrichment that fueled all the U.S. Reactors, and that facility was shut down in 2013”

“And one thing that kind of went under the radar, Jensen literally said at GTC they got license approvals on both the U.S. And China side, so we're gonna see billions of dollars of H 200 orders.”

“February 28th, more than three weeks ago, the U.S. And Israel launched joint strikes on Iran. Operation Epic Fury. That's the actual US term for it. And they killed Iran's supreme leader and dozens of their senior military officials.”

“Like, sustainability was number one on everyone's list. In the U.S., it is not anymore.”

“Yucca Mountain is still actually the law of the land in the U.S. This is what is in the Nuclear Waste Policy Act”

“The baseline of tariffs to the U.S. Is going to be higher in the future. I think regardless of who the president is. Not least because whoever the new president is will have got used to the tariff revenue. It's quite a hard thing to get rid of.”

“To the extent that immigration policies are changing, tariff policies, a lot of things that are kind of becoming barriers for innovation in the U.S., in my opinion, are going to help overseas startups as well”

“I think that Stanford did a study on AI optimism. They simply asked the question, do you think AIs can be more beneficial than harmful? Something like 80% of people in China said yes. In the U.S. It was in the thirties and it might be even lower now.”

“There are 25 states. 50% of the U.S. Can bet legally online, but 50% can't.”

“So why don't we manipulate patent length and say, look, drug companies, if you make your worldwide supply of your branded drugs here in the U.S., I will extend your patent length such that you recover two extra capex investment to go do that. That's a simple b…”

“So there's about 17,000 cities in the U.S., and we have all the big ones outside of Manhattan at this point.”

“I think some understanding of we need 10 to 20 years to replicate this supply chain.”

“We do think a lot of the startups, if you look at AI, the best AI founders generally find their way to the U.S. Right now.”

“China already has this incredible, like, population advantage where they produce five million graduates in math, computer science, and engineering compared to, I think we have, like, half a million that are in technology, the technology and science fields in t…”

“One founder is in India, And one founder is in the U.S. That's the best combination set up from the get-go, even better than trying to set up something and coming here.”

“The U.S. Conducted an operation last year called Rough Rider and CENTCOM, and it, We lost something crazy, like, 30 MQs, like, 30 Preds and Reapers and that was not against as nearly as sophisticated of an adversary”

“Regardless, you're talking about orders of magnitude more production than the U.S. Has right now, which is, serves as a wake-up call.”

“I think it's the biggest distributor of pet supplies. I think it's bigger than Amazon when it comes to pet supplies in the U.S.”

“And so I think that the environment that we exist in is just structurally just hard to be healthy, which is why you see the default health outcomes in the U.S. Being so poor.”

“And the end result is we have between like 60 and 80,000 chemical compounds in the U.S. That are not allowed in, in the EU.”

“We're opening up our new office on Manhattan this week. It's gonna be a 150 people. We've got three more offices in the U.S. Opening this year.”