U.S.

34 statements across 32 episodes · 10 bullish · 10 bearish · 16 people on the record · first statement Jun 20, 2020 by David Friedberg · across every show →

Everything said about U.S., oldest first

Jun 20, 2020
Assertion Contradicted
Friedberg: 30% of U.S. children are not vaccinated against measles
“30% of people, kids now aren't getting vaccinated for measles which is crazy, and now there's measles outbreaks happening in the U.S., which is just, you know, mind-boggling.”
David Friedberg Jun 20, 2020 ▶ 1:06:04 E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg
Jul 11, 2020 bullish
Prediction Not checkable as stated
Biomanufacturing will become the primary way humans produce materials this century
“So I do believe that there is a big wave of biomanufacturing as an industry that is coming on the U.S. This century, and it will hopefully by the end of the century be the primary way that we're kind of producing a lot of the molecules that we consume and that…”
David Friedberg Jul 11, 2020 ▶ 1:08:43 E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency
Jan 30, 2021 neutral
Assertion Supported
Friedberg: US stock trading reached $121 trillion across 2.7 trillion trades
“I downloaded the data from CBOE that analyzes how much volume was traded across all the equity markets last year in the U.S. Stocks traded a total volume last year. Are you guys ready for this? A 121 trillion dollars of notional across 2.7 trillion trades.”
David Friedberg Jan 30, 2021 ▶ 33:54 E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
Feb 5, 2022 bearish
Prediction Not checkable as stated
Friedberg: Xi-Putin summit marks beginning of end for US global dominance
“This is the beginning of the end of U.S. Cultural and economic influence globally, or dominance, rather, influence globally”
David Friedberg Feb 5, 2022 ▶ 1:31:18 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
May 24, 2022
Assertion Supported
Thielke: China's urbanization level is equivalent to the US in 1950
“China's only as urbanized as the U.S. Was in about 1950.”
Claire Cormier Thielke May 24, 2022 ▶ 27:43 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
Jun 1, 2022
Assertion Partly supported
Urban: 40% of top US deaths are preventable with proper care
“40% of annual deaths caused by the top five causes of death in the U.S. Are preventable with good preventive care.”
Tandice Urban Jun 1, 2022 ▶ 7:28 #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
Jun 7, 2022 bullish
Prediction Not checkable as stated
Gracias: US industrial policy is needed to reshore Intel and AMD manufacturing
“I think actually it's going to require industrial policy to force people like Intel, AMD to want to bring stuff back into the U.S., and to really get great talent to want to do it.”
Antonio Gracias Jun 7, 2022 ▶ 46:06 #AIS: Bestie AMA with Valor's Antonio Gracias
Jul 14, 2022 negative
Assertion Supported
Sacks: Sri Lanka had a 98 ESG score, beating Sweden and US
“He mentions that Sri Lanka has a near perfect score of 98, higher than Sweden, which is 96, and the U.S. Is a 51.”
David Sacks Jul 14, 2022 ▶ 26:49 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
Sep 10, 2022 negative
Opinion
Sacks: U.S. policy of constructive engagement with China was a complete disaster
“With the benefit of hindsight, what we can see, with the benefit of hindsight, what we can see is that our Chinese policy of interdependency, really it was called constructive engagement, was a complete and unmitigated disaster.”
David Sacks Sep 10, 2022 ▶ 49:05 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Jun 24, 2023
Assertion Supported
Sacks: China's economy equals US in purchasing power parity
“The Chinese economy on a purchasing power parity basis is roughly the same size as the U.S., and they've got more manufacturing capacities.”
David Sacks Jun 24, 2023 ▶ 41:40 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Sep 20, 2023
Prediction Not checkable as stated
Allison: A US-China war in the next decade would spark accidentally
“If there's a war between the U.S. And China in the next year, or four years, or decade, how is it gonna happen, in my view, the most likely? Not this way. It's gonna happen the same way the last war happened.”
Graham Allison Sep 20, 2023 ▶ 14:57 All-In Summit: In conversation with Graham Allison
Sep 20, 2023
Prediction Not checkable as stated
Graham Allison: China may surpass US GDP at market exchange rates
“So it's quite plausible that China will have a larger GDP even by market exchange rates than the U.S.”
Graham Allison Sep 20, 2023 ▶ 9:14 All-In Summit: In conversation with Graham Allison
Oct 27, 2023 negative
Opinion
Sachs: President Biden is dangerous because he thinks America is in 1991
“Quite frankly, I think this is why he's dangerous is because he still thinks that the U.S. Is living in 1991.”
David Sacks Oct 27, 2023 ▶ 28:46 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Oct 27, 2023 negative
Assertion Supported
Sacks: U.S. needs over five years to replace hollowed-out munition stockpiles
“What they show is that our industrial capacity is so hollowed out that it's going to take us five plus years to replace our stockpiles of artillery ammunition, of javelins, of stingers, of Gimler's as another type of rocket system”
David Sacks Oct 27, 2023 ▶ 27:59 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Jun 20, 2024 negative
Assertion Partly supported
Friedberg: China building 150 nuclear reactors at one-fourth US cost
“China's building a 150 nuclear reactors, and they're only spending about 2500 dollars a kilowatt. In the U.S., we're not building any, and our cost to build them is about 10,000 bucks a kilowatt, and China's about to build as much capacity as 20% of the total …”
David Friedberg Jun 20, 2024 ▶ 18:57 In conversation with President Trump
Jul 19, 2024 neutral
Assertion Contradicted
Friedberg: China is currently the largest buyer of U.S. agricultural products
“Our biggest buyer of agricultural products today is China”
David Friedberg Jul 19, 2024 ▶ 57:50 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
Dec 7, 2024 bullish
Prediction Not checkable as stated
Lonsdale: U.S. defense market will yield 7 to 10 new prime contractors
“I think there's probably the right answer for the U S it's not going to be like a thousand businesses or a hundred businesses. It's going to be like seven to 10 new primes.”
Joe Lonsdale Dec 7, 2024 ▶ 46:46 New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
Jan 25, 2025
Assertion Partly supported
Friedberg: China electricity generation grew to 9,000 TWh vs U.S. 1,600 TWh
“In 2000, the U.S. And China were both roughly a thousand terawatt hours. Today, the U.S. Is 1600 terawatt hours, and China is 9000 terawatt hours.”
David Friedberg Jan 25, 2025 ▶ 1:27:27 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Mar 8, 2025 negative
Opinion
Friedberg: NATO is no longer as necessary in a world of abundance
“So I would argue maybe NATO in a multipolar world of abundance isn't as necessary as it has been in the past century, which was a world that was limited in resources, Fighting for access and a growing global population, particularly in the developed world in t…”
David Friedberg Mar 8, 2025 ▶ 1:22:52 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 29, 2025 positive
Opinion
Gavin Baker: Rhetoric about a US-European alliance schism is overblown
“Behind the scenes, a lot of this rhetoric about, you know, the U.S. And the European schism is overblown, and we're still helping them.”
Gavin Baker Mar 29, 2025 ▶ 1:09:25 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Apr 4, 2025 bullish
Prediction Not checkable as stated
Friedberg: China's industrial growth will drive a great era of prosperity
“And that's what drives the growth and the improvement in productivity and this extraordinary abundance in energy, in mining, and now in manufacturing. And it's, I think, gonna lead to a great era of prosperity for China. It's pretty clear with or without the c…”
David Friedberg Apr 4, 2025 ▶ 1:26:35 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 11, 2025
Prediction Not checkable as stated
Ezra Klein: Foreign nations will build partnerships to reduce exposure to U.S. power
“They're going to begin to build fortresses and deals and partnerships and approaches that make sure they are less exposed to our ability to wield this power against them in the future.”
Ezra Klein Apr 11, 2025 ▶ 1:08:43 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
May 29, 2025 positive
Assertion Partly supported
F1's US fan base grew from 20M to 50M in six years
“Just in the U.S., you've gone from, in the last couple of, like, six years, twenty million fans to, like, fifty million fans.”
Nico Rosberg May 29, 2025 ▶ 8:07 Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
Aug 1, 2025 positive
Assertion Partly supported
Sacks: US-EU trade deal includes zero tariffs and $600B US investment
“The EU is going to open its markets to U.S. Products, no tariff on U.S. Products, but they will pay a 15% tariff coming into the U.S. They're going to be investing six hundred billion in the U.S. They're going to be buying seven hundred fifty billion of U.S. E…”
David Sacks Aug 1, 2025 ▶ 1:07:06 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
Sep 24, 2025 negative
Prediction Not checkable as stated
Schmidt: Most of the world will use Chinese open-weight AI models
“China is competing with open weights and open training data, and the U.S. Is largely and majority focused on closed weights, closed data. That means that the majority of the world, think of it as the Belt and Road Initiative, are going to use Chinese models an…”
Eric Schmidt Sep 24, 2025 ▶ 5:44 Eric Schmidt on AI, the Battle with China, and the Future of America
Sep 29, 2025 positive
Disclosure
Eli Lilly is building six US plants and announcing four more
“We're currently constructing six plants. We're going to announce four more in the next six months.”
Dave Ricks Sep 29, 2025 ▶ 11:56 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Sep 30, 2025 negative
Assertion Supported
Cliffton: The US has the highest maternal mortality among developed nations
“The U.S. Has the highest rate of maternal mortality of any developed country.”
Keller Rinaudo Clifton Sep 30, 2025 ▶ 55:20 Science Corner Special! David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
Oct 8, 2025 positive
Assertion Supported
YouTube has been top US streaming platform for two years
“We've been the number one streamer in the U.S. Here for two years.”
Neal Mohan Oct 8, 2025 ▶ 10:26 YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
Oct 15, 2025 positive
Opinion
Bravo: Puerto Rico would be better off becoming a U.S. state
“I'm gonna say something I've never said before, and I do believe it'll be better for Puerto Rico to be a state if the U.S. Would allow that.”
Orlando Bravo Oct 15, 2025 ▶ 28:31 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Dec 19, 2025 neutral
Assertion Supported
Sacks: 83% in China are AI optimistic compared to 39% in the US
“83% of people in China believe the benefits will outweigh the harms. They're AI optimistic. In the U.S., it's only 39%.”
David Sacks Dec 19, 2025 ▶ 21:50 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
Mar 13, 2026
Assertion Supported
Sacks: Stanford study found 80% in China view AI positively versus ~30% in US
“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.”
David Sacks Mar 13, 2026 ▶ 56:51 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Aug 12, 2026 neutral
Assertion Contradicted
Friedberg: China has 20 times the US manufacturing square footage
“They've got 20 times the manufacturing square footage of the U.S., and much of it is automated.”
David Friedberg Aug 12, 2026 ▶ 11:32 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Aug 27, 2026
Insight
Weinstein: The petrodollar system relies fundamentally on US military violence
“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.”
Eric Weinstein Aug 27, 2026 ▶ 1:05:59 Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
Sep 4, 2026 negative
Assertion Supported
Friedberg: Machado says Venezuelan government lacks authority for US energy deal
“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.”
David Friedberg Sep 4, 2026 ▶ 1:25:51 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
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