Europe

40 statements across 31 episodes · 4 bullish · 24 bearish · 17 people on the record · first statement Nov 25, 2020 by Jason Calacanis · said 626 times in 217 episodes since 2020 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (147), David Sacks (114), Jason Calacanis (102), David Friedberg (66), Sarah B. Rogers (13), Ingo Uytdehaage (11), Brad Gerstner (11), Alex Karp (11)

tap a year for its mentions
0010030200602020202120222023202420252026episodesmentions
030602020202120222023202420252026episodes it came up in
002.5305602020202120222023202420252026episodesmentions per episode
2026 127 mentions in 39 episodes 3 per episode
2025 147 mentions in 52 episodes 3 per episode
2024 75 mentions in 32 episodes 2 per episode
2023 76 mentions in 37 episodes 2 per episode
2022 151 mentions in 32 episodes 5 per episode
2021 40 mentions in 18 episodes 2 per episode
2020 10 mentions in 7 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Europe, oldest first

Nov 25, 2020 bullish
Prediction Didn’t hold up
Calacanis: COVID-19 pandemic will end and travel resume by summer 2021
“This is going to be over. We're going to be at conferences or going traveling to Europe or whatever it is next summer”
Jason Calacanis Nov 25, 2020 ▶ 21:44 E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials
Mar 27, 2021 negative
Assertion Not checkable as stated
David Sacks argues US vaccination rollout vastly outperforms an incompetent Europe
“We're doing a much better job vaccinating people than Europe. I mean, it's unbelievable that COVID is spiking in Europe right now because they've been so incompetent at getting people vaccinated.”
David Sacks Mar 27, 2021 ▶ 1:09:05 E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
Jun 13, 2021
Insight
Chamath: Volatile European weather explains high regional concern over climate change
“No wonder everybody here takes climate change so seriously, you actually feel it every day.”
Chamath Palihapitiya Jun 13, 2021 ▶ 2:33 E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
Feb 5, 2022
Assertion Partly supported
Petersen: US ports are owned by local cities, unlike Europe's national assets
“So the local cities own the ports in the United States. That is a difference between United States and Europe, for example, where there's sort of national strategic assets.”
Ryan Petersen Feb 5, 2022 ▶ 30:32 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
Apr 16, 2022 bearish
Prediction Didn’t hold up
Palihapitiya: Europe faces a severe recession due to inflation and war
“Europe is going to be the canary in the coal mine on all of this because I think they feel this pretty severely. And I think there's a lot of exhaustion amongst European governments and leaders when you start to listen to this rhetoric. To kind of, you know, f…”
Chamath Palihapitiya Apr 16, 2022 ▶ 17:57 E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
Sep 1, 2022 negative
Assertion Supported
Friedberg: High gas prices shut down one-third of European ammonia plants
“One third of fertilizer, of ammonia plants have been shut down in Europe.”
David Friedberg Sep 1, 2022 ▶ 58:39 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
Sep 10, 2022
Assertion Supported
Sacks: European natural gas prices hit 10 times the ten-year average
“The price of natural gas in Europe It used to just be 20 euros per megawatt hour. It's now above 200 per megawatt hour. So we're at 10 times the ten-year average in the market, and winter isn't even here.”
David Sacks Sep 10, 2022 ▶ 26:44 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 10, 2022 bearish
Prediction Partly held up
Friedberg predicts lack of energy resolution will trigger European civil unrest
“If there isn't a resolution in the next few weeks, there will be civil unrest. There will be a really cataclysmic concerning economic effect.”
David Friedberg Sep 10, 2022 ▶ 34:41 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 10, 2022 bearish
Prediction Not checkable as stated
Palihapitiya predicts Germany will be the first to capitulate on Russian energy
“Germany will probably be the first to capitulate. But it'll be a combination of the United States and Europe who negotiate some kind of a settlement.”
Chamath Palihapitiya Sep 10, 2022 ▶ 24:45 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 10, 2022 bearish
Prediction Held up
Palihapitiya: Europe faces at least a recession from its energy crisis
“The entire continent of Europe is probably on the precipice of and the minimum of recession. But frankly, there's a lot of scenarios where it could be meaningfully worse.”
Chamath Palihapitiya Sep 10, 2022 ▶ 24:30 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 10, 2022 negative
Assertion Not checkable as stated
Sacks: Western sanctions against Russia have hurt Europe more than Russia
“The third Contention that was made by advocates of this proxy war is that the sanctions would hurt Russia more than Europe. That has not happened. Europe is already hurting more than Russia. And it's about with winter coming, it's going to hurt even more.”
David Sacks Sep 10, 2022 ▶ 51:44 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Dec 16, 2022 positive
Prediction Didn’t hold up
Friedberg: Europe's $30B ITER fusion system will be online by 2030
“And by the way, the biggest funding is happening in ITER, which is the largest construction project in Europe. And this is a thirty billion dollar Production-scale fusion demonstration system that should be online by the end of the twenty-twenties.”
David Friedberg Dec 16, 2022 ▶ 40:18 E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
Jan 27, 2023 negative
Assertion Not checkable as stated
Sacks: The US destroyed Nord Stream and shifted Europe to American gas
“We've prevented Russia from taking over Ukraine. We've prevented, we've basically shifted Europe onto American natural gas. We've destroyed Nord Stream. I think we're close to achieving our major objectives.”
David Sacks Jan 27, 2023 ▶ 1:22:13 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
May 5, 2023 negative
Assertion Contradicted
RFK Jr.: Americans consume 3 to 4 times more pharmaceutical drugs than Europeans
“We take three to four times The amount of pharmaceutical drugs as a European takes, and we have the worst health results.”
Robert F. Kennedy Jr. May 5, 2023 ▶ 1:29:13 In conversation with Robert F. Kennedy Jr.
Oct 20, 2023 bearish
Prediction Held up
Sachs: Tech giants will comply with EU DSA rather than exit
“Europe is too big a market for Google or any other major tech company to exit. There's just no way. What they're going to do is comply.”
David Sacks Oct 20, 2023 ▶ 58:33 E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
Dec 23, 2023
Assertion Supported
Peterson: Rerouting around Africa adds 8% transit time to US vs 20% to Europe
“To go around the southern tip of Africa around the Cape of good hope to get to the east coast, it's like an eight percent increase in transit time versus 20 to Europe.”
Ryan Petersen Dec 23, 2023 ▶ 18:42 E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
Dec 23, 2023
Assertion Supported
Peterson: Asia-to-Europe ocean freight prices jumped 3x for January
“Prices are coming out now for January freight for ocean freight, Asia to Europe. You're seeing about a three X increase in the price of ocean freight versus where we were a month or two ago”
Ryan Petersen Dec 23, 2023 ▶ 13:26 E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
May 24, 2024
Assertion Partly supported
Calacanis: European supermarkets are required to take back product packaging at checkout
“In Europe, you are required at the supermarket, and people do this when they get to the end of the counter, they take the packaging off, the supermarket has to take the packaging, right? So they have to bear the burden of it.”
Jason Calacanis May 24, 2024 ▶ 1:21:13 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
Sep 13, 2024 bearish
Disclosure
Thiel calls Founders Fund's European venture investments vacation junkets
“We've probably tried to do too much investing in Europe. Over the years, it's always sort of a junket, sort of, it's a nice place to go on vacation as an investor.”
Peter Thiel Sep 13, 2024 ▶ 25:59 Peter Thiel: The Coming Collapse No One Is Prepared For
Sep 23, 2024
Assertion Partly supported
Arora: Google European revenue briefly exceeded its US revenue
“And that's one of the few tech companies in the world whose European revenue was higher than the US revenue for a brief period of time.”
Nikesh Arora Sep 23, 2024 ▶ 5:34 Nikesh Arora | All-In Summit 2024
Oct 8, 2024
Assertion Not checkable as stated
Dave Ricks: Two-thirds of US calories are ultra-processed vs 35% in Europe
“In the U S we're now eating two thirds of our calories in our country are ultra processed. And that compares to like 35% in Europe.”
Dave Ricks Oct 8, 2024 ▶ 5:22 Dave Ricks, CEO of Eli Lilly | The All-In Interview
Oct 10, 2024 neutral
Disclosure
Uytdehaage says Adyen does not need a US stock listing
“If I would list in the U.S., like, if there would be no liquidity in Europe, I would list in the U.S., but there is sufficient liquidity in Europe, so you need to have certain size, but we have the size. There is liquidity, liquidity, so it's not needed.”
Ingo Uytdehaage Oct 10, 2024 ▶ 11:18 Ingo Uytdehaage, Adyen | All-In Summit 2024
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 26, 2025 negative
Opinion
Chamath: Europe is roughly uninvestable for global institutional capital
“Europe is roughly uninvestable.”
Chamath Palihapitiya Apr 26, 2025 ▶ 21:22 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
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 29, 2025 negative
Opinion
Nico Rosberg: Europe suffers from cumbersome regulation, fragmentation, and poor politics
“We have the problems with regulatory frameworks being way too cumbersome. We have the geographic fragmentation in Europe, which is very different to the US. Politically, it's really, I mean, quite in a bad place at the moment.”
Nico Rosberg May 29, 2025 ▶ 20:33 Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
May 29, 2025 negative
Opinion
Chamath Palihapitiya: Investing in European businesses outside of industrials is hard
“Industrials, I think there's tremendous skill. Outside of industrials, I think it's hard.”
Chamath Palihapitiya May 29, 2025 ▶ 20:27 Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
Aug 21, 2025 bullish
Prediction Not checkable as stated
Sacks: Russia lacks intention and capability to invade another country
“I don't think the Russians have the intention to invade another country, and they don't have the capability.”
David Sacks Aug 21, 2025 ▶ 57:44 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Dec 19, 2025 negative
Assertion Partly supported
Sacks: Europe's share of global GDP has halved over 30 years
“Europe has half the share of global GDP that they had 30 years ago.”
David Sacks Dec 19, 2025 ▶ 5:28 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
Dec 24, 2025 negative
Disclosure
Hinchcliffe: Kill Tony will probably never tour in Europe again
“Unless they basically give us Buckingham Palace, we'll probably never go there again.”
Tony Hinchcliffe Dec 24, 2025 ▶ 34:36 All-In x Kill Tony: A Hilarious Holiday Special
Dec 24, 2025 bearish
Opinion
David Sacks declares Europe is a civilization in decline across all fronts
“My biggest political loser is Europe. It's a civilization that's in decline. They're losing economically, geopolitically, socially, culturally, and they can't seem to reverse that trend.”
David Sacks Dec 24, 2025 ▶ 1:04:34 All-In x Kill Tony: A Hilarious Holiday Special
Jan 9, 2026 positive
Assertion Supported
Lutnick claims foreign stock markets surged following U.S. trade resets
“Korean stock market of 70%. Japan up like twenties or thirties. Europe up more than 15.”
Howard Lutnick Jan 9, 2026 ▶ 59:53 Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
Jan 22, 2026 neutral
Assertion Supported
Rogers: Existing defamation laws cover false AI deepfakes of public figures
“When it comes to deepfakes, I think we have, in, in America and in Europe, strong legal remedies against defamation. So if someone creates an image of a public figure that is false, and people are believing that image, and a reasonable viewer would believe tha…”
Sarah B. Rogers Jan 22, 2026 ▶ 25:46 Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
Jan 22, 2026 negative
Opinion
Calacanis: Free speech is declining in Europe and rising in Middle East
“We're living in a time where we're seeing freedom of speech expression go down in Europe and go up in the Middle East.”
Jason Calacanis Jan 22, 2026 ▶ 19:46 Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
Jan 24, 2026 negative
Assertion Not checkable as stated
Dr. Oz: European cancer survival lags U.S. due to drug delays
“If you get cancer, more advanced cancers in Europe, your survival rate's way below the US. And if you don't get access to the drugs, which they don't for several years on average that we get in the US, yes, you can get it for cheaper, but your people are payin…”
Dr. Mehmet Oz Jan 24, 2026 ▶ 8:21 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
Jan 24, 2026 negative
Assertion Supported
Dr. Oz: U.S. needs two to three times more general practitioners to match Europe
“There are not enough GPs in America. We probably need two to three times more just to keep up with Europe.”
Dr. Mehmet Oz Jan 24, 2026 ▶ 14:55 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
Mar 11, 2026 negative
Opinion
SEC Chair Atkins says equity investment culture is absent in Europe
“What they also really envy is our risk appetite here in the United States where people are, have an equity investment culture, and that is really largely absent in Japan. And in Europe”
Paul Atkins Mar 11, 2026 ▶ 46:57 They're Opening the Stock Market to Everyone. Here's What That Actually Means
Apr 3, 2026 bearish
Prediction Not checkable as stated
Chamath: Rapid European solar expansion will decrease long-term hydrocarbon demand
“Frankly, they're just going to ramp up solar. That's the only way that you can dispatch energy quickly. I think what that does is it decreases hydrocarbon demand over the long run.”
Chamath Palihapitiya Apr 3, 2026 ▶ 41:20 SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
Jun 9, 2026 neutral
Assertion Not checkable as stated
Friedberg: China is recruiting top scientists from Europe and India
“China's got their own paperclip model now. They're recruiting some of the best scientists from Europe and India, and they're all immigrating to China.”
David Friedberg Jun 9, 2026 ▶ 23:51 Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
Aug 29, 2026 negative
Opinion
Sacks: Claims of Russian ambitions to conquer Europe are baseless threat inflation
“This is the same kind of threat inflation that we've heard for years from neocons about Russia's supposedly Imperial ambitions to conquer all of Europe. There's simply no basis for believing it.”
David Sacks Aug 29, 2026 ▶ 1:17:33 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
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