Japan

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Feb 15, 2023 by John Mack · said 45 times in 22 episodes since 2021 · across every show →

Mentions by year

brought up most by Joe Lonsdale (11), Dmitri Alperovitch (5), Ambassador Kelly Craft (4), Scott Nolan (3), John Mack (3), Dr. Mark Esper (3), Tom Cotton (2), Matt Ridley (2)

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2026 5 mentions in 3 episodes 2 per episode
2025 6 mentions in 4 episodes 2 per episode
2024 9 mentions in 4 episodes 2 per episode
2023 15 mentions in 7 episodes 2 per episode
2022 8 mentions in 2 episodes 4 per episode
2021 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Japan, oldest first

Feb 15, 2023
Disclosure
Mack: Morgan Stanley trained rising Japanese partners in New York annually
“We used to bring over one or two of their up and growing partners to work with Morgan Stanley in New York for 12 months.”
John Mack Feb 15, 2023 ▶ 16:20 How John Mack Saved Morgan Stanley & Transformed Wall Street · Joe Lonsdale
Aug 22, 2024 neutral
Assertion Supported
Alperovitch: Semiconductor equipment is manufactured in only three countries
“All of the equipment that you need to manufacture these chips, whether it's foundational or advanced, is basically built in three places. It's built in America, It's built in Netherlands, the company, SML that many have heard about and in Japan”
Dmitri Alperovitch Aug 22, 2024 ▶ 46:10 He Predicted Putin's Invasion. Now He Predicts When China Will Invade Taiwan. · Joe Lonsdale
Jul 3, 2025 positive
Insight
Andreessen: China and Modern Industrial Powers Followed the American System Playbook
“In the 20th century, basically every industrial revolution in every other country that has worked in the last hundred years basically follows that model as well, so. You know, it's the same thing Germany did. It's the same thing Japan did. It's the same thing …”
Marc Andreessen Jul 3, 2025 ▶ 5:42 From ChatGPT to Billions of Robots: Marc Andreessen’s Prediction · Joe Lonsdale
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