U.S. government

also referred to as: u s government · us government

57 statements across 48 episodes · 13 bullish · 32 bearish · 16 people on the record · first statement Feb 20, 2021 by David Sacks · across every show →

Everything said about U.S. government, oldest first

Feb 20, 2021 bearish
Prediction Not checkable as stated
Sacks predicts US dollar will eventually lose reserve currency status
“So, yeah, I mean, I think that eventually it translates into inflation, but I think it translates into something even worse, which is at some point people become skeptical about loaning money to the US government and the, because they don't want the US to be a…”
David Sacks Feb 20, 2021 ▶ 1:13:24 E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
Apr 1, 2021 negative
Prediction Not checkable as stated
Sacks: Debt service will dominate federal spending if interest rates rise
“If interest rates ever go back up, say because of inflation, like the debt service will be one of the biggest chunks of federal spending.”
David Sacks Apr 1, 2021 ▶ 38:47 E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
Apr 1, 2021 negative
Prediction Not checkable as stated
Chamath Palihapitiya predicts up to $200B of infrastructure spending will line corporate pockets
“Of that six, 20, how much will actually get into the hands of people in a thoughtful way? Probably like 300. How much of it will go into like lining the pockets of shareholders and folks in very specific companies who just Print an enormous amount of profit ov…”
Chamath Palihapitiya Apr 1, 2021 ▶ 44:35 E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
May 22, 2021
Assertion Contradicted
Calacanis: U.S. government acknowledges crafts exceeding military technology by centuries
“Our government says there are crafts that outtrip our arsenal by at least a hundred years to a thousand years at the moment, and we're like, meh.”
Jason Calacanis May 22, 2021 ▶ 1:14:13 E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
Sep 25, 2021 negative
Prediction Not checkable as stated
Balaji: US government control of Facebook will lead to backdoor surveillance
“But the US government gaining more control over Facebook is not a solution to Facebook's real problems. It's just going to mean backdoor surveillance of everything.”
Balaji Srinivasan Sep 25, 2021 ▶ 1:04:08 Balaji Srinivasan: role of decentralization, China/US breakdown & more
Sep 25, 2021 negative
Opinion
Balaji: The US government is a shambolic mess optimized for PR
“The US government is today in 2021, not the 1950 US government, the 2020 US government is like this shambolic, chaotic mess that can't really do anything, and is optimized for PR and yelling online.”
Balaji Srinivasan Sep 25, 2021 ▶ 12:27 Balaji Srinivasan: role of decentralization, China/US breakdown & more
Apr 1, 2022 negative
Assertion Partly supported
Sacks: US government printed and spent over $10 trillion on COVID response
“Look, the bottom line is that we had a massive government overreaction to COVID in which we printed and spent way too much money, something like 10 trillion plus.”
David Sacks Apr 1, 2022 ▶ 23:41 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Sep 1, 2022 negative
Opinion
Sacks: Government pressure on private platforms to suppress news violates First Amendment
“When the government instructs a private company to censor a press story that the government itself does not have the authority to censor, that is a violation of the First Amendment.”
David Sacks Sep 1, 2022 ▶ 49:38 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
Dec 3, 2022 neutral
Assertion Not checkable as stated
Palihapitiya: US government and HFT firms are top ML hardware buyers
“The biggest buyers are the US government and these ultra high frequency trading organizations.”
Chamath Palihapitiya Dec 3, 2022 ▶ 1:39:03 E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
Jan 27, 2023 negative
What-if
Chamath: US government should have targeted Google search instead of ad tech
“If I were the US government, I would have actually focused on search because search is a monopoly for Google.”
Chamath Palihapitiya Jan 27, 2023 ▶ 6:06 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
Mar 11, 2023 positive
Prediction Not checkable as stated
Calacanis: US government could profit by backstopping SVB depositors
“I guarantee you, the US government could get some warrants on those companies or warrants and ownership in Silicon Valley Bank and make at least 50 cents on the dollar, maybe even double, and that's the way this bailout should be structured, and it has to be d…”
Jason Calacanis Mar 11, 2023 ▶ 49:11 E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
Mar 17, 2023 negative
Assertion Supported
Sacks: U.S. Ukraine spending run rate exceeds the Afghanistan war rate
“I know the spending run rate of this war is actually greater than what we did in Afghanistan and Afghanistan ended up being a. 20 year multi-trillion dollar operation that just flushed all that money down the drain.”
David Sacks Mar 17, 2023 ▶ 1:26:04 E120: Banking crisis and the great VC reset
Mar 24, 2023 neutral
Prediction Not checkable as stated
Friedberg: US government will spend $2-3 trillion to backstop assets
“We'll have probably two to three trillion dollars of federal money, you know, spent to Backstop and support the asset.”
David Friedberg Mar 24, 2023 ▶ 26:33 E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
Apr 7, 2023
Prediction Not checkable as stated
Friedberg: US government will not allow pension payouts to fail
“We're not going to allow, given the civil unrest and social unrest risk, and obviously as a democracy, we're not going to allow that all to go. To zero, and we're not going to let pensioners not get paid.”
David Friedberg Apr 7, 2023 ▶ 46:00 E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
Apr 14, 2023 positive
Prediction Open · timeframe Apr 2028
Chamath: Government will force GPU providers to implement AI testing
“In this case, all the bare metal providers, all the people that provide GPUs will be forced by the government, in my opinion, to implement something.”
Chamath Palihapitiya Apr 14, 2023 ▶ 47:54 E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
May 5, 2023 negative
Assertion Contradicted
RFK Jr.: US and Ukraine are hiding 300,000 Ukrainian soldier deaths
“There have been over 300,000. This is something that the U.S. Government and the Ukrainian government have worked hard to hide. The number of casualties, which has been catastrophic. This is the most violent conflict since World War II that's taken place proba…”
Robert F. Kennedy Jr. May 5, 2023 ▶ 6:45 In conversation with Robert F. Kennedy Jr.
May 26, 2023 negative
Assertion Partly supported
Sacks: U.S. aid for Ukraine is kept off-book from the defense budget
“So take Ukraine. We've appropriated, what, a hundred and thirty billion. That's not part of the defense budget. We have eight or a billion in the defense budget, but then we just stacked a hundred billion or so for Ukraine on top of that, and it's off book.”
David Sacks May 26, 2023 ▶ 39:52 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
May 26, 2023 negative
Assertion Not checkable as stated
Sachs: U.S. government borrowing is crowding out private investment
“The inflation is here and the crowding out of private investment and private borrowing is now occurring because the government borrowing is so big.”
David Sacks May 26, 2023 ▶ 36:12 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
Jul 14, 2023 bearish
Prediction Not checkable as stated
Sacks: Financial markets will eventually force U.S. fiscal discipline
“I think at the end of the day, the market's probably going to impose discipline on us. Yeah, you're right. The cost of borrowing will become so painful.”
David Sacks Jul 14, 2023 ▶ 58:56 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Dec 1, 2023 negative
Assertion Not checkable as stated
Tucker Carlson claims US policy actively replaces native-born Americans with immigrants
“At exactly the moment when native-born Americans' birth rates are tanking, over a 100,000 people die of fentanyl ODs, and we're pushing euthanasia on the population, which we are, you're, you basically, you're saying, I've given up on the people who live here,…”
Tucker Carlson Dec 1, 2023 ▶ 58:20 Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more
Jan 19, 2024 negative
Assertion Partly supported
Friedberg: All US consumer sectors with 20-year price inflation feature government spending
“Everything that's gone up in price is something that the US government has a role in buying or paying for.”
David Friedberg Jan 19, 2024 ▶ 18:49 E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
Jan 26, 2024 negative
Assertion Partly supported
Friedberg: Every 1% interest rate increase costs US $1 billion daily
“Every day that interest rates are off, are one percent higher based on the current federal debt level, we're paying an incremental billion dollars in interest payments per day.”
David Friedberg Jan 26, 2024 ▶ 9:24 E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
Apr 26, 2024 bearish
Prediction Not checkable as stated
Sacks predicts US government will target retirement accounts to pay debt
“They're going to absolutely go after your retirement accounts because that's the only way they're going to pay off these liabilities.”
David Sacks Apr 26, 2024 ▶ 1:35:12 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Jun 14, 2024 negative
Assertion Contradicted
Sacks: US job growth is driven by public sector, not private
“The government is creating jobs like crazy, not in the private sector, but in the public sector, because it is an election year.”
David Sacks Jun 14, 2024 ▶ 1:23:06 Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
Nov 1, 2024 positive
Opinion
Sacks: U.S. should auction TV broadcast spectrum to cut national debt
“And so therefore, tying up this very valuable spectrum by giving it for free to the broadcast networks just doesn't really make sense in the same way. And what we should do is just auction off the spectrum, use the money to pay down the national debt, And in t…”
David Sacks Nov 1, 2024 ▶ 38:25 Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
Jan 11, 2025 negative
Prediction Held up
Bannister: 2025 leaks will reveal government coerced Zuckerberg into censoring Meta
“And after January, we're going to find out some interesting stuff and we'll get to the bottom of, you know, how did the government pressure him to censor things? And I think he's getting in front of that because it is going to come out. And I think that is a h…”
Cyan Banister Jan 11, 2025 ▶ 1:13:56 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan 25, 2025 positive
Prediction Not checkable as stated
Chamath predicts US policy will shift to trading incentives for equity upside
“My prediction is that this becomes more of a template for the future. It'll be less about permitting. It'll be more about creating incentives and allocating those incentives for a share of the upside.”
Chamath Palihapitiya Jan 25, 2025 ▶ 49:47 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Jan 28, 2025 negative
Assertion Supported
Dalio: US COVID stimulus delivered more money than total lost income
“The government wanted to, and actually did, deliver a lot more money to people, companies, than there was a loss of income.”
Ray Dalio Jan 28, 2025 ▶ 12:57 Ray Dalio: US Debt Spiral, How to Avoid Disaster | The All-In Interview
Feb 7, 2025 bearish
Assertion Not checkable as stated
Gracias: US government lacks controller function and accounting reconciliation to pass audits
“There is no control. There is no controller. There's no reconciliation. The reason they can't pass audits.”
Antonio Gracias Feb 7, 2025 ▶ 23:38 DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
Mar 8, 2025
Disclosure
David Sacks says he serves as an unpaid government consultant
“I'm an unpaid consultant to the government.”
David Sacks Mar 8, 2025 ▶ 1:52:55 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 8, 2025 neutral
Assertion Partly supported
Chamath: US government must borrow $10T in the next nine months
“We have 10 trillion dollars we need to go out and borrow in the next nine months.”
Chamath Palihapitiya Mar 8, 2025 ▶ 1:07:21 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 8, 2025 negative
Assertion Supported
Calacanis: Government paid for 35,855 ServiceNow licenses used by 84 people
“35,855, according to Doge, breaking news, ServiceNow licenses on three products only being used by 84 people in our government. 11,000 Acrobat licenses with zero point zero users.”
Jason Calacanis Mar 8, 2025 ▶ 26:32 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 20, 2025 neutral
Disclosure
Lutnick: U.S. will establish security evaluations for foreign open-source AI models
“And so what we're going to have is we're going to have security evaluation. Let's say if the security evaluation model says that this is a good model, then people can download it. But it's got to go through the industry.”
Howard Lutnick Mar 20, 2025 ▶ 1:21:04 Howard Lutnick | All-In DC
Mar 20, 2025 positive
Disclosure
Lutnick: Commerce Department will issue a rule requiring post-quantum cryptography standards
“So the defense of it is called post quantum cryptography. Right. We know how to do it. And we'll come out with a rule that says America's got to protect itself.”
Howard Lutnick Mar 20, 2025 ▶ 1:22:34 Howard Lutnick | All-In DC
Mar 20, 2025 positive
Disclosure
Lutnick: Google, Microsoft, and Amazon are building U.S. government software for free
“I go to the heads of Google and Microsoft and Amazon. They're all For America. Building for us. Right. For free. Right. To make America better.”
Howard Lutnick Mar 20, 2025 ▶ 1:18:40 Howard Lutnick | All-In DC
Mar 22, 2025
Assertion Not checkable as stated
Friedberg: Executive branch can accept free government software contracts without approval
“The government can actually accept four free contracts, these gratis contracts, and you don't need to go get approval to do it, so they can operate in the executive branch.”
David Friedberg Mar 22, 2025 ▶ 39:17 White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
Mar 29, 2025
Assertion Partly supported
Chamath: U.S. government pays $65B to consulting firms via time-and-materials contracts
“Sixty five billion dollars is paid out to consulting organizations beyond just that one in these time materials cost plus contracts.”
Chamath Palihapitiya Mar 29, 2025 ▶ 45:15 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Apr 4, 2025 bearish
Prediction Not checkable as stated
Friedberg: Maintaining tariffs will force higher US government spending to support exporters
“I think that the second consequence is going to be that there is going to need to be financial support, which means increased government spending if we intend to keep the tariffs in place, and the global market stops buying American exports.”
David Friedberg Apr 4, 2025 ▶ 1:05:02 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 bearish
Prediction Not checkable as stated
Shapiro: Loss of US dollar reserve status will trigger higher taxes
“The exit of the dollar as the world's global reserve currency is going to have some pretty nasty spillover effects, and it's going to require the government to start sucking in more dollars from the American population in order to pay off all of these debts th…”
Ben Shapiro Apr 4, 2025 ▶ 1:20:53 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
May 3, 2025 neutral
Disclosure
Sacks joins Trump Jr.'s D.C. club as first member, avoids ownership
“Since I'm in the government, I can't be an owner, but I told him I'd be happy to be member number one.”
David Sacks May 3, 2025 ▶ 7:15 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
May 21, 2025 negative
Opinion
Gracias: Government complexity makes Twitter overhaul look like JV league
“So if Twitter was like the JV league, this is like the NBA. It's the most complex thing I've ever seen. I have in, ah, our office in DC, I have a, I've mapped now, as an example, the entire system of, like, basically from the border to the benefits programs. I…”
Antonio Gracias May 21, 2025 ▶ 2:30 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
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 25, 2025 bearish
Prediction Not checkable as stated
Chamath Palihapitiya: Private industry failures will precede U.S. debt risk repricing
“First will go private industry. And then the second will be the repricing of the risk for the U S government.”
Chamath Palihapitiya May 25, 2025 ▶ 50:54 Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview
May 31, 2025 positive
Opinion
Palihapitiya: US government should hold partial stakes in five critical industries
“If you have those five, you are in control of your own destiny in the sense that you can keep your citizens healthy, And you can make all the stuff for the future. So I think if the president is creating a more expansive idea beyond US deal with this idea of U…”
Chamath Palihapitiya May 31, 2025 ▶ 1:20:11 AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
Jun 13, 2025 negative
Assertion Contradicted
Carlson: U.S. spends over $20k per person on undocumented immigrant subsidies
“We spend a lot more than 20 grand a person right now in subsidies to people who aren't even allowed to be here.”
Tucker Carlson Jun 13, 2025 ▶ 25:37 Tucker Carlson: ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, War with Iran?
Jul 23, 2025 bullish
What-if
Calacanis: A 10% Tesla equity stake would have funded 100 Solyndras
“If the government had gotten just 10% of that in equity, that would have paid for a hundred cylinders and mistakes.”
Jason Calacanis Jul 23, 2025 ▶ 1:32:38 Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
Aug 29, 2025 neutral
Opinion
Sacks: US government should only take equity during unavoidable bailouts
“I think it makes sense in situations where the government was going to do a bailout anyway, because there's a national security priority or some other kind of priority. That the government's determined we have to do. You want to get equity for it.”
David Sacks Aug 29, 2025 ▶ 55:18 Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
Sep 9, 2025 negative
Opinion
Tucker Carlson: Pre-Trump U.S. government made no effort to serve popular desires
“Clearly, we're on, sort of like, or were, up until Trump's election, sort of at one end, where there's no demonstrable effort by the government to meet, like, the basic desires of the population, doing just the opposite.”
Tucker Carlson Sep 9, 2025 ▶ 21:07 Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
Sep 9, 2025 positive
Assertion Not checkable as stated
Alex Karp: Palantir supported the U.S. government despite severe public backlash
“We stood up for the U.S. Government even when it was really, really unpopular.”
Alex Karp Sep 9, 2025 ▶ 3:17 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
Oct 16, 2025 negative
Assertion Partly supported
Sacks: US running a 7% deficit-to-GDP during peacetime expansion is historically unprecedented
“I mean, the seven percent debt to GDP in peacetime with an expanding economy, never seen that before.”
David Sacks Oct 16, 2025 ▶ 26:03 1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
Nov 14, 2025 positive
Opinion
Calacanis: US government should auction half of all H-1B visas
“And the brilliant thing to do is to take the 100,000 and make it an auction. I would auction off half of these to the highest bidder.”
Jason Calacanis Nov 14, 2025 ▶ 40:46 Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
Jan 9, 2026 positive
Prediction Not checkable as stated
Lutnick: US government will target $1T in annual fraud next year
“The next year you're going to see this government attack fraud. And the fraud is probably a trillion dollars a year of people who just have figured out how to rip off the system.”
Howard Lutnick Jan 9, 2026 ▶ 53:34 Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
Feb 10, 2026
Assertion Supported
US government requested 36-month prison sentence for CZ
“And then a week before that is when both sides submit their requests, the government requests for 36 months, which is twice the maximum sentencing guideline for the worst case scenario for me.”
Changpeng Zhao (CZ) Feb 10, 2026 ▶ 1:22:57 Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
Jun 19, 2026 negative
What-if
Calacanis: Retail investors would have bought SpaceX early without accredited investor rules
“People knew SpaceX. They were watching these rockets launch for a long time, and they would have placed that bet 10 years ago when the company was worth a hundred billion or ten billion or You know, five hundred billion, but they weren't allowed to because we …”
Jason Calacanis Jun 19, 2026 ▶ 29:33 World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
Jul 11, 2026 positive
Prediction Held up
Gerstner: US government will take action against AI model distillation
“I think the US government is going to take steps against distillation, which they should do.”
Brad Gerstner Jul 11, 2026 ▶ 58:58 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
Aug 24, 2026 negative
Opinion
Kratsios: The scientific community has become deeply politicized over past 20 years
“To me, I think that scientific community has lost its way over, over the last few decades... And to be honest, I think over the last, you know, 15 or 20 years, I think science has been deeply and deeply politicized, and we no longer are asking sort of the very…”
Michael Kratsios Aug 24, 2026 ▶ 3:00 Inside Trump's Science Agenda: Anti-Science Claims, Fauci's Damage, DEI & China w/ Michael Kratsios
Aug 29, 2026 bearish
Assertion Supported
Friedberg: Each 1% Rate Hike Costs US 1.25% of GDP in Interest
“For every one percent change in the interest rate, the U.S. Government has to pay 1.25% of GDP in excess interest each year.”
David Friedberg Aug 29, 2026 ▶ 38:07 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
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