America

part of Americas

60 statements across 53 episodes · 26 bullish · 19 bearish · 19 people on the record · first statement Jun 20, 2020 by Jason Calacanis · said 1 times in 1 episodes since 2025 · across every show →

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brought up most by David Friedberg (1)

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Everything said about America, oldest first

Jun 20, 2020 positive
Insight
Calacanis: Distributing health wearables nationwide would track COVID-19 cheaper than stimulus
“If we just sent every single person in America an aura ring or one of these thermometers and said, just take your temperature all the day, we would know where the outbreaks were. And that would be a lot less expensive than a lot of the stimulus we're doing to …”
Jason Calacanis Jun 20, 2020 ▶ 9:05 E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg
Jul 11, 2020 bearish
Prediction Not checkable as stated
Trump's only 2020 victory path is passing multi-trillion dollar stimulus checks
“There is one thin path for him to win, which is to absolutely shower America with money close to the election day. So if there is a multi, multi trillion dollar stimulus bill that passes and it literally puts money into the hands of working Americans, especial…”
Chamath Palihapitiya Jul 11, 2020 ▶ 1:28:14 E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency
Sep 9, 2020 neutral
Assertion Partly supported
Chamath: US public company count halved from 8,000 in 2000 to 4,000
“In the year, 2000, there were 8000 public companies in America on the American stock exchanges. And in the year, 2020, there are 4000.”
Chamath Palihapitiya Sep 9, 2020 ▶ 54:41 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Nov 4, 2020 positive
Prediction Not checkable as stated
Chamath Palihapitiya predicts Americans will stay peaceful while election results are counted
“I don't think you're going to see a lot of action one way or the other. I think that people, I think people in America are incredibly good people. I think that folks are just going to sit tight and hope that the folks whose job it is to do their job.”
Chamath Palihapitiya Nov 4, 2020 ▶ 1:08:16 E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Nov 11, 2020 bearish
Prediction Not checkable as stated
Friedberg: American life will never fully return to pre-COVID normal
“I don't think you ever get there. I mean, it's like, we talked about this a couple episodes ago, but it's after nine 11, you know, the TSA emerged, and American travel never went back to the way it was before. And I think there'll be a lot about the way we liv…”
David Friedberg Nov 11, 2020 ▶ 22:29 E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
Jan 8, 2021 neutral
Insight
Chamath says American insurrections are driven by economics, not ideology
“Every single time there's been an insurrection Or an uprising, or a revolution in America. It has never been about ideology. It has always been about economics. Always. And economics is the tip of the spear in this country, whether we like it or not.”
Chamath Palihapitiya Jan 8, 2021 ▶ 34:38 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
Jan 30, 2021 negative
Opinion
Chamath: Speculative market participants were complicit in robbing America
“And so everybody that was a participant in it is in, in my opinion, I think is guilty of all of this. They were complicit in the robbing of America.”
Chamath Palihapitiya Jan 30, 2021 ▶ 35:44 E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
Jun 25, 2021
Prediction Not checkable as stated
Sacks predicts crime will be a major national political issue
“So, number one, crime is the huge issue, and I think it's going to reverberate throughout America for the next few years.”
David Sacks Jun 25, 2021 ▶ 20:46 E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
Sep 14, 2021
Assertion Not checkable as stated
Chamath: Chinese government controls all American TikTok user data
“They also control all the data of everybody that uses TikTok in America.”
Chamath Palihapitiya Sep 14, 2021 ▶ 48:39 E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
Sep 14, 2021 negative
Opinion
Gerstner: Tech leaders failed by having no strategic plan for California
“Where we fail as entrepreneurs, where we fail as allocators, is we had no strategic plan for California. We have no strategic alternative plan for America.”
Brad Gerstner Sep 14, 2021 ▶ 1:07:03 E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
Jun 2, 2022 negative
Assertion Supported
Lonsdale: Ray Dalio and Bridgewater see America in decline and decay
“You look at guys like Dalio or Bridgewater and others, you know, they see America in decline. They see decadence. They see decay.”
Joe Lonsdale Jun 2, 2022 ▶ 1:01 #AIS: Joe Lonsdale on the problem with higher education
Jun 2, 2022 neutral
Assertion Not checkable as stated
Sacks: College degree status is the primary political divide in America
“If you actually look at polling, the biggest divide in America in terms of political and cultural beliefs is whether or not you have a college degree.”
David Sacks Jun 2, 2022 ▶ 24:22 #AIS: Joe Lonsdale on the problem with higher education
Jun 7, 2022
Assertion Partly supported
Gracias: Ukraine's supply line drones come from Turkish joint venture, not US
“The drones that are being used to destroy the Russian supply lines are not coming from America. They're coming from a joint venture with the Turks.”
Antonio Gracias Jun 7, 2022 ▶ 54:02 #AIS: Bestie AMA with Valor's Antonio Gracias
Jul 8, 2022 negative
Opinion
Palihapitiya: America is no longer the shining light on the hill
“America is not the shining light on the hill it used to be.”
Chamath Palihapitiya Jul 8, 2022 ▶ 16:48 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
Jul 29, 2022 negative
Prediction Not checkable as stated
Sacks: Americans do not want a Biden vs. Trump 2024 election
“Listen, the election that America does not want in 24 is Biden versus Trump.”
David Sacks Jul 29, 2022 ▶ 1:24:18 E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
Sep 1, 2022 bullish
Prediction Not checkable as stated
Palihapitiya: IRA will transform US national security calculus within 10-15 years
“The great thing about the IRA and what Chuck Schumer did is actually will be written in 10 or 15 years from now, because when we get to energy independence, when every home is resilient, the national security calculus in America changes wholeheartedly overnigh…”
Chamath Palihapitiya Sep 1, 2022 ▶ 1:14:57 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
Sep 17, 2022 neutral
Insight
Sacks: U.S. should only risk war with nuclear powers over vital interests
“Listen, I believe that if America is going to risk war with a nuclear armed power, there better be a vital interest at stake. Otherwise, we should find every diplomatic off ramp we can.”
David Sacks Sep 17, 2022 ▶ 1:23:59 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
Nov 19, 2022
Assertion Contradicted
Chamath: US law mandates $220B spent annually replacing power lines
“For example, we have to spend two hundred and twenty billion dollars a year to replace the power lines in America by law.”
Chamath Palihapitiya Nov 19, 2022 ▶ 31:39 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
Apr 21, 2023 bearish
Opinion
Palihapitiya: Crypto is dead in America
“Crypto's dead in America.”
Chamath Palihapitiya Apr 21, 2023 ▶ 1:21:40 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
May 12, 2023 bullish
Opinion
Sacks: AI innovation is America's best hope to escape debt bubble
“I think is really the best hope that America has to get out of its horrible fiscal situation and all this debt. We need a massive productivity boost to get out of the massive debt bubble that we're in.”
David Sacks May 12, 2023 ▶ 23:19 E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
May 26, 2023 bullish
Assertion Supported
Palihapitiya: Base Tesla Model Y with incentives is cheaper than average US car
“If you get the base level, it's actually cheaper than the average car in America now with incentives.”
Chamath Palihapitiya May 26, 2023 ▶ 1:34:53 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
May 26, 2023 bullish
Prediction Open · timeframe May 2026
Palihapitiya: Tesla Model Y will be the best-selling car in America
“That model Y is going to be the best selling car. It's going to be the best selling car in America.”
Chamath Palihapitiya May 26, 2023 ▶ 1:34:48 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
May 26, 2023 bullish
Prediction Not checkable as stated
Calacanis: Nvidia's best decades lie ahead and will benefit America
“It's best years, it's best decades are in front of it, obviously. This is going to be a massive boon for not only NVIDIA, but for America, or as I say, America.”
Jason Calacanis May 26, 2023 ▶ 1:00:32 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
May 26, 2023 positive
Prediction Not checkable as stated
Palihapitiya: Biden's signature laws will create energy independence and a peace dividend
“The BIL, the IRA, and the CHIPS Act, all three, the biggest components in all three bills, this is Biden's signature legislation, is creating energy independence for America, which will have an enormous Peace dividend. You will not fight these stupid, endless …”
Chamath Palihapitiya May 26, 2023 ▶ 57:22 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
Aug 26, 2023 positive
Opinion
Chamath: Trump nailed the three major consensus issues facing America
“What Trump nailed was three ginormous lanes that turned out now we can all agree with. None of us wanted these wars. Everybody basically believes that the border needed to be closed and everybody believes that China has taken advantage in a way that is really …”
Chamath Palihapitiya Aug 26, 2023 ▶ 1:25:09 E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
Oct 13, 2023 positive
What-if
Chamath: Issuing 100-year bonds under Trump would have saved U.S. finances
“The biggest one being these hundred year bonds. It would have kept America from getting to the precipice of fiscal ruin.”
Chamath Palihapitiya Oct 13, 2023 ▶ 1:03:13 E149: Hamas terror attacks in Israel: fallout, reaction, next steps
Dec 1, 2023 negative
Opinion
Tucker Carlson: Affirmative action is immoral and leads to violence
“I think affirmative action is completely, not only immoral, because it's an insult to the idea of America, which is, like, the people who do the best get the most, But it is also a recipe over time for violence, and I made that case, I've made that case every …”
Tucker Carlson Dec 1, 2023 ▶ 27:17 Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more
Jul 19, 2024 positive
Opinion
Sacks: Doug Burgum understands U.S. energy policy better than anyone
“There's nobody who understands, I think, energy better and all the regulations that have gotten in the way of making America energy independent and tapping our vast energy reserves.”
David Sacks Jul 19, 2024 ▶ 54:13 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
Sep 10, 2024 negative
Opinion
Vance: U.S.-China trade leaves China a strong producer and U.S. a weaker consumer
“Right now the relationship is fundamentally that the Chinese have figured out they can create a massively powerful producerist society while America becomes a weaker, weaker consumerist society.”
JD Vance Sep 10, 2024 ▶ 39:11 JD Vance | All-In Summit 2024
Nov 23, 2024 bullish
Prediction Not checkable as stated
Chamath: Slashing federal regulations could boost US GDP by 100-200 bps
“But the idea of just cutting this all the way down and then finding through that process what you actually need, I think can find America a 102 hundred basis points of GDP growth.”
Chamath Palihapitiya Nov 23, 2024 ▶ 20:24 DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
Jan 4, 2025 bullish
Prediction Open · timeframe Jan 2029
Baker predicts the US will hit 5% real GDP growth soon
“My most contrary belief, so I think that America over the next, at some point over the next four years, will print at least one year of greater than five percent GDP growth, real GDP growth.”
Gavin Baker Jan 4, 2025 ▶ 1:03:56 2025 Predictions: Tech, Business, Media, Politics!
Jan 19, 2025 negative
Assertion Partly supported
Cruz: 50,000 Canadians travel to US yearly for medical care
“Every year about 50,000 Canadians come to America on what they call medical tourism, because they can't get the medical care they need in Canada”
Senator Ted Cruz Jan 19, 2025 ▶ 21:51 Ted Cruz: Trump's First Week, Texas vs. California, Immigration, DOGE, Greenland
Feb 15, 2025 positive
Opinion
Chamath: Confirming RFK Jr. and Tulsi Gabbard is huge for America
“Big shout out to Bobby and to Tulsi. That's a huge, huge, huge for America.”
Chamath Palihapitiya Feb 15, 2025 ▶ 1:48:43 JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
Mar 15, 2025
Assertion Contradicted
Chamath Palihapitiya: Renewables now generate 95% of all US energy
“Right now, 95% of all of the energy we generate in America is from renewables.”
Chamath Palihapitiya Mar 15, 2025 ▶ 26:18 Fixing the American Dream with Andrew Schulz
Mar 29, 2025
Assertion Partly supported
Gavin Baker: 3% of US trade and 40% of European trade uses Suez Canal
“Three percent of America's trade goes through the Suez Canal, 40% of Europe's trade.”
Gavin Baker Mar 29, 2025 ▶ 1:09:09 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Apr 11, 2025 negative
Assertion Not checkable as stated
Chamath: US energy supply chain is fragile and exposed to China
“We have a critical deficit of electrons in America. We do not have the capability we need to make the energy we need quickly in many ways. We have supply chain issues on Nat gas. We have critical supply chains that can be shut off by China around photovoltaics…”
Chamath Palihapitiya Apr 11, 2025 ▶ 37:00 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
May 4, 2025 negative
Assertion Not checkable as stated
Friedberg: European ag-tech regulation has caused Europe to fall behind America
“Europe has stifled innovation in agriculture for decades, and as a result, they have fallen way behind America.”
David Friedberg May 4, 2025 ▶ 48:20 Brooke Rollins, Secretary of Agriculture | All-In DC
May 6, 2025 positive
Assertion Partly supported
Offshore drilling provides roughly 16% of US oil supply
“Today, earlier today, I had a chance to get on my first offshore platform and see the innovation and entrepreneurship there that's again, now providing about 16% of the oil for the America.”
Doug Burgum May 6, 2025 ▶ 10:38 Doug Burgum, Secretary of the Interior | All-In DC
May 21, 2025 positive
Opinion
Gracias proposes a short-term civic public service model for US government
“I think there should be a third type, which is what you're talking about. People that are doing public service for a short duration, shorter duration, whether it's me, one-thirty as a SGE, or, you know, it's a couple of years as an engineer or something. I thi…”
Antonio Gracias May 21, 2025 ▶ 12:47 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 24, 2025 bullish
Opinion
Friedberg: The US holds a strong lead in gene editing over China, but China is catching up
“One thing about America is we've got a pretty good advantage in gene editing technology today, and China is on its way, coming after the US on this technology front, as well as AI.”
David Friedberg May 24, 2025 ▶ 1:21:11 Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
May 29, 2025 positive
Assertion Partly supported
Nico Rosberg: 40% of Formula One fans in America are women
“The fan base is 40% women in America.”
Nico Rosberg May 29, 2025 ▶ 8:28 Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
Jun 3, 2025 negative
Assertion Not checkable as stated
Suarez: Getting a building permit takes up to 18 months in most US cities
“It takes to get a permit on a home in most places in America, or on a building in most places in America, you know, six months, nine months, a year and a half.”
Francis Suarez Jun 3, 2025 ▶ 14:13 The Formula for Building America's Happiest City: Miami Mayor Francis Suarez | All-In Live
Jun 21, 2025 neutral
Opinion
Chamath: Tether should go public in the United States
“Tether should just go public in America and be done with it.”
Chamath Palihapitiya Jun 21, 2025 ▶ 1:46:32 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jul 19, 2025
Assertion Supported
Baker: China's power supply allows AI chip designs the US cannot support
“China, they do have more electricity. They can do things that we cannot do here in America.”
Gavin Baker Jul 19, 2025 ▶ 1:01:25 Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
Jul 19, 2025 positive
Prediction Not checkable as stated
Baker: Exporting Nvidia H20 chips deters China from creating rival AI accelerators
“It's a smart decision for America to sell this chip that gives America an advantage in AI and keeps China from developing kind of their own domestic alternatives, which could eventually kind of challenge, you know, Nvidia, AMD, you know, other kind of American…”
Gavin Baker Jul 19, 2025 ▶ 1:01:57 Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
Jul 23, 2025 positive
Opinion
Huang calls President Trump America's unique competitive advantage over other countries
“America's unique advantage that no country possibly have is President Trump.”
Jensen Huang Jul 23, 2025 ▶ 56:06 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Prediction Held up
Lutnick predicts an American buyer will acquire TikTok over a shutdown
“I think that deal will happen, and America will buy TikTok, because the alternative is It just shuts it off, and that just seems illogical.”
Howard Lutnick Jul 23, 2025 ▶ 46:34 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Jul 23, 2025 positive
Assertion Partly supported
Lutnick: U.S.-Japan infrastructure deal splits project profits 90% to 10%
“We could do anything, and they will finance it, and we split the profits of the project, 90% for America, and 10% for Japan.”
Howard Lutnick Jul 23, 2025 ▶ 36:36 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Aug 1, 2025 neutral
Opinion
Friedberg: Energy is America's top unsolved issue alongside federal debt
“Energy, which I still think is the biggest unsolved issue right now in America, besides the federal deficit and the debt problem.”
David Friedberg Aug 1, 2025 ▶ 15:55 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
Sep 8, 2025
Assertion Partly supported
Calacanis: China installed 2-3x more solar per capita than US in 2024
“Twenty-twenty-four, they've installed two to three times the amount of solar that America did per capita.”
Jason Calacanis Sep 8, 2025 ▶ 11:35 The Hidden Truth About the US Energy Grid: Subsidies, Demand & Rising Prices - Chris Wright
Sep 9, 2025 neutral
What-if
Karp: The US military would have been more brutal than Israel
“Has Israel done something America would not have done under certain, the same circumstances? I think America would have been a lot more brutal.”
Alex Karp Sep 9, 2025 ▶ 20:51 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
Dec 13, 2025 bullish
Prediction Not checkable as stated
Chamath predicts superintelligent AI will reorder global geopolitics into three tiers
“So, let's say in a world in 10 years where you have these super intelligent computers and systems and models, okay? In my thinking, what that does is it reorders the geopolitics of all countries in the world where you're in one of three buckets. In bucket numb…”
Chamath Palihapitiya Dec 13, 2025 ▶ 51:29 Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
Jan 9, 2026 negative
Assertion Contradicted
Lutnick: Drug companies generate 100% of profits in the US
“These drug companies make 75% of their revenues in America, and it's a hundred percent of their profits.”
Howard Lutnick Jan 9, 2026 ▶ 44:27 Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
Feb 10, 2026 positive
Opinion
CZ: The 180-degree U.S. political shift on crypto is good for the world
“A 180 degrees. I think that's, this is good for America. Yeah. This is good for the world.”
Changpeng Zhao (CZ) Feb 10, 2026 ▶ 1:01:55 Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
Mar 13, 2026 negative
Assertion Supported
Chamath: Roughly 40% of protested US data centers are canceled
“About 40% of all protested data centers in America get canceled.”
Chamath Palihapitiya Mar 13, 2026 ▶ 1:02:36 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Apr 6, 2026 negative
Assertion Not checkable as stated
Sankar: Chinese Communist Party strategy explicitly requires the United States to fall
“For the CCP, it's not enough for China to prosper. America must fall. That's an explicit part of the strategy.”
Shyam Sankar Apr 6, 2026 ▶ 1:06:50 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
May 22, 2026 positive
Prediction Not checkable as stated
Chamath: $30M-$40M annually would make Las Vegas America's safest city
“If you gave the Las Vegas Police Department 30, forty million dollars a year, it would be the safest city in America, and that's all it would take.”
Chamath Palihapitiya May 22, 2026 ▶ 36:34 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
Jun 7, 2026 negative
Opinion
Gerstner: Restricting trillions in private wealth creation from average Americans is destabilizing
“It is destabilizing when you're creating trillions of dollars in private value and 80% of America think it's a scam where they're left out and left behind.”
Brad Gerstner Jun 7, 2026 ▶ 15:16 Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Jun 27, 2026 positive
Opinion
Gavin Baker: America is Earth's only vaguely successful multicultural society
“America is awesome, and we're the only vaguely successful multicultural society on planet Earth.”
Gavin Baker Jun 27, 2026 ▶ 41:21 Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
Jul 30, 2026 bearish
Prediction Open · timeframe Dec 2050
Chamath: US electricity deficit will reach 1.7 TWh by 2050
“We will be 1.7 terawatt hours short by 20 50, which is when you calculate it as energy. It is six X of California's entire energy consumption. Six California's short of energy.”
Chamath Palihapitiya Jul 30, 2026 ▶ 33:25 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
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