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United States

also referred to as: the united states · u s · us

139 statements across 76 episodes · 51 bullish · 58 bearish · 65 people on the record · first statement Jun 29, 2021 by Ashton Kutcher · said 2,166 times in 155 episodes since 2021 · across every show →

Mentions by year

brought up most by Joe Lonsdale (1022), Marc Andreessen (49), Carlos Carvalho (42), Adi Berlia (38), Whitney Baker (32), Ambassador Kelly Craft (32), Ben Black (31), Tom Cotton (25)

tap a year for its mentions
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02040202120222023202420252026episodes it came up in
0010202040202120222023202420252026episodesmentions per episode
2026 331 mentions in 24 episodes 14 per episode
2025 455 mentions in 29 episodes 16 per episode
2024 479 mentions in 30 episodes 16 per episode
2023 417 mentions in 35 episodes 12 per episode
2022 217 mentions in 19 episodes 11 per episode
2021 267 mentions in 18 episodes 15 per episode

every mention, scene by scene, with the transcript →

Everything said about United States, oldest first

Jun 29, 2021 bearish
Opinion
Kutcher warns China could use TikTok to undermine US naval support.
“If I'm China and I want to create a problem in in in that area of the world specifically a Naval problem in that area of the world. I, in the South China sea, I would probably want to utilize TikTok in order to influence the minds of Americans in a anti-US pro…”
Ashton Kutcher Jun 29, 2021 ▶ 22:49 Ashton Kutcher Warns China Could Use TikTok Against the U.S. · Joe Lonsdale
Jul 5, 2021 positive
Opinion
Luckey: The US is far and away the best global superpower option
“I think that America as a whole has made a lot of mistakes, but if you look around the world and you look at what the other options are, we are far and away the best choice.”
Palmer Luckey Jul 5, 2021 ▶ 43:55 Palmer Luckey: Meet the Real-Life Tony Stark · Joe Lonsdale
Jul 13, 2021 negative
Opinion
Brooks: US Happiness Has Suffered a Secular Decline Since Late 1980s
“My intuition is that really it turned around in the late 19 eighties and that since the late 19 eighties, we actually have been a relatively secular decline where we came up a little bit at the end of the nineties, beginning in the 2000. And most definitely we…”
Arthur Brooks Jul 13, 2021 ▶ 23:27 Arthur Brooks: Finding Happiness -- What Most People Get Wrong and Few Get Right · Joe Lonsdale
Jul 27, 2021 positive
Opinion
Harper: China is the most entrepreneurial nation in the world after America
“Deng Xiaoping did sufficient reform to unleash the naturally entrepreneurial nature of the Chinese nation. Chinese nation after the Amer, after Americans is the most entrepreneurial culture in the world.”
Stephen Harper Jul 27, 2021 ▶ 27:54 Stephen Harper: Rejecting Wokeness, Addressing China, and Defending Western Values · Joe Lonsdale
Jul 27, 2021 negative
Opinion
Harper: Canada's political culture is far less polarized than America's
“Canada's political culture then and now is far less polarized than in the United States, and the underlying polarization of your political culture, in my view, is a serious problem.”
Stephen Harper Jul 27, 2021 ▶ 28:45 Stephen Harper: Rejecting Wokeness, Addressing China, and Defending Western Values · Joe Lonsdale
Jul 27, 2021 bearish
Prediction Not checkable as stated
Harper: US borrowing trillions at zero percent will end quickly
“The people believe the United States can continue to borrow countless trillions of dollars at zero percent. Not only do I believe that's not true, I believe that's actually coming to an end much quicker than people think.”
Stephen Harper Jul 27, 2021 ▶ 32:36 Stephen Harper: Rejecting Wokeness, Addressing China, and Defending Western Values · Joe Lonsdale
Jul 27, 2021 positive
Assertion Supported
Harper: Canada's immigration rules made importing tech talent easier than US
“A special advantage we had in Canada through all that period was our immigration policies, especially our far easier ability in the United States to bring in skilled technical people.”
Stephen Harper Jul 27, 2021 ▶ 9:03 Stephen Harper: Rejecting Wokeness, Addressing China, and Defending Western Values · Joe Lonsdale
Aug 3, 2021
Assertion Partly supported
Lonsdale: US Out-of-Wedlock Births Exceed 30% for Whites and 70% for Blacks
“And, you know, white people back then had five percent out of wedlock births. Black people had about 25%. Now those numbers are over 30% for white people, over 70% for black people in America out of wedlock births.”
Joe Lonsdale Aug 3, 2021 ▶ 8:32 NFL Legend Ronnie Lott on Grit, Leadership & What America Means to Him · Joe Lonsdale
Aug 11, 2021 negative
Insight
Srinivasan: America is a press-controlled state where media overpowers politicians
“By the reason I put NYT there, as opposed to CCP is NYT is upstream of the state. You know, that's to say a journalist A corporate journalist can get a politician fired, but not vice versa. It's not fully deterministic. You know, they can write a negative arti…”
Balaji Sr i n i v a s a n Aug 11, 2021 ▶ 30:10 Balaji Srinivasan: Bitcoin, China, the "Woke" Mob, and the Future of the Internet · Joe Lonsdale
Aug 18, 2021 bearish
Insight
Ferguson: Viable city-states depend entirely on the tolerance of big empires
“I think outside the United States it is much harder than some of my more radical libertarian friends imagine to create a new state. Small states are very vulnerable. That's one of the lessons of history. It's big empires that call the shards. And you're only a…”
Niall Ferguson Aug 18, 2021 ▶ 23:53 Niall Ferguson: Why Great Civilizations Rise and Fall · Joe Lonsdale
Aug 18, 2021 positive
Opinion
Ferguson: Technology is key to replacing outdated, dysfunctional US bureaucracy
“I think technology is the way we get away from the 20th century bureaucratic system, which I think has now become a real impediment to the stable functioning of the United States, to something that's much more responsive to citizens' needs.”
Niall Ferguson Aug 18, 2021 ▶ 6:42 Niall Ferguson: Why Great Civilizations Rise and Fall · Joe Lonsdale
Aug 18, 2021 positive
Opinion
Ferguson: The US political system will continue to function despite upheavals
“The United States has a bunch of secret sauces. It has a unique operating system politically that despite those who predicted Weimar America withstood the upheavals of the last few years, just as the founders intended. So I'm an optimist about the political sy…”
Niall Ferguson Aug 18, 2021 ▶ 21:59 Niall Ferguson: Why Great Civilizations Rise and Fall · Joe Lonsdale
Aug 18, 2021 negative
Opinion
Ferguson: Proposed federal infrastructure investments will not boost US productive capital
“I'm very skeptical that the investments such as they are Will significantly increase the product productive capital of the United States. In fact, it may, in fact, be a wash.”
Niall Ferguson Aug 18, 2021 ▶ 10:58 Niall Ferguson: Why Great Civilizations Rise and Fall · Joe Lonsdale
Aug 18, 2021 positive
Opinion
Ferguson: US can still fix its administrative state pathologies
“It can choose to decline and fall by making the wrong decisions, but it's certainly not too late to fix the pathologies of the administrative state.”
Niall Ferguson Aug 18, 2021 ▶ 5:59 Niall Ferguson: Why Great Civilizations Rise and Fall · Joe Lonsdale
Sep 3, 2021
Assertion Supported
Churi: 2.5B People Globally Lack Access to Eye Exams
“Worldwide, two and a half billion people need an eye exam and can't get one. And even here in the States, 24% of U.S. Counties don't have an optometrist in them.”
Sal Churi Sep 3, 2021 ▶ 10:51 Sal Churi, Keri Findley, and Wesley Chan: Innovators Changing Our World Right Now · Joe Lonsdale
Sep 15, 2021 negative
Insight
Mackey: US underperforms in healthcare and education due to over-regulation stifling innovation
“Where does America underperform competitively, internationally? We underperform in education and healthcare. The two that are most regulated have the least amount of innovation.”
John Mackey Sep 15, 2021 ▶ 17:38 Whole Foods Co-Founder & CEO John Mackey: Conscious Capitalism and Repairing America's Division · Joe Lonsdale
Sep 15, 2021 positive
Assertion Supported
Mackey: First Whole Foods quickly became the highest-volume US natural foods store
“And that first Whole Foods market was, it quickly became the highest volume natural food store in the United States.”
John Mackey Sep 15, 2021 ▶ 8:09 Whole Foods Co-Founder & CEO John Mackey: Conscious Capitalism and Repairing America's Division · Joe Lonsdale
Dec 22, 2021
Assertion Supported
Momand: US state regulations total hundreds of thousands, federal exceeds one million
“In the state level, there are usually several 100,000. At the federal level, there are like over a million.”
Maleka Momand Dec 22, 2021 ▶ 4:32 How to Fix Dysfunctional Government with Esper CEO Maleka Momand · Joe Lonsdale
Dec 31, 2021 positive
Opinion
Jones: The United States has made undeniable civil rights progress
“And I could walk out and I could go jump in the car and I can go wherever I want. Right? So yes, we've made progress.”
Dhani Jones Dec 31, 2021 ▶ 37:26 Joe Lonsdale and Dhani Jones Discuss the Power of Suffering & Adversity · Joe Lonsdale
Jan 14, 2022 bullish
Assertion Supported
Lonsdale: US spent nuclear fuel could power the country for 100 years
“There's enough of that spent fuel to power the whole US for a hundred years.”
Joe Lonsdale Jan 14, 2022 ▶ 30:43 Rep. Ro Khanna & Joe Lonsdale Debate Income Inequality and Regulating Big Tech · Joe Lonsdale
Jan 14, 2022 positive
Prediction Not checkable as stated
Khanna: Fleeing Silicon Valley over a wealth tax is a dumb bet
“And if someone is foolish enough to go take their money outside America and not invest in Silicon Valley because of a one or two percent tax, do it. America is going to still, it would be a dumb bet. Like, we still have the largest growth possibility. And so I…”
Rep. Ro Khanna Jan 14, 2022 ▶ 17:16 Rep. Ro Khanna & Joe Lonsdale Debate Income Inequality and Regulating Big Tech · Joe Lonsdale
Jan 14, 2022 positive
Prediction Not checkable as stated
Khanna: The US will become the world's first multiracial democracy
“The reality is we're going to become The first multiracial, multiethnic democracy in the world.”
Rep. Ro Khanna Jan 14, 2022 ▶ 33:51 Rep. Ro Khanna & Joe Lonsdale Debate Income Inequality and Regulating Big Tech · Joe Lonsdale
Feb 3, 2022 bullish
Disclosure
Lonsdale: Lonsdale and associates invested billions into U.S. manufacturing
“We've put, my friends and I put billions of dollars into doing more advanced buying manufacturing in the U.S., because that's a problem, because that's in China.”
Joe Lonsdale Feb 3, 2022 ▶ 14:12 Peng Shuai, Beijing Olympics & Holding China Accountable with Former UN Ambassador Kelly Craft · Joe Lonsdale
Feb 3, 2022 positive
Assertion Supported
Craft: Trump administration sold more arms to Taiwan than any president
“Well, under Trump, we were, we actually sold them the most of any president, and hopefully we are continuing to allow them.”
Ambassador Kelly Craft Feb 3, 2022 ▶ 15:49 Peng Shuai, Beijing Olympics & Holding China Accountable with Former UN Ambassador Kelly Craft · Joe Lonsdale
Feb 10, 2022 negative
Opinion
Kanelos: Every US Institution Is Failing to Transcend Tribalism
“Every institution in this country is failing to do that, and, but universities, I think, have an obligation more than other institutions to strive to transcend that.”
Pano Kanelos Feb 10, 2022 ▶ 14:57 Joe Lonsdale and Pano Kanelos on Building a New World-Class University · Joe Lonsdale
Feb 16, 2022 positive
Insight
Cowen: US cannot beat China at top-down control, must attract talent
“We're never going to beat China at top-down control. That's how they're doing. Quantum computing, AI, other areas. But I think we can beat them with more innovative business and being a way better country for attracting talent.”
Tyler Cowen Feb 16, 2022 ▶ 18:30 Reviving a Culture of Innovation with Tyler Cowen · Joe Lonsdale
Feb 23, 2022 neutral
Assertion Supported
Barnard: Only 3% of US homes have residential solar installed
“Only three percent of homes in the United States have residential solar on top of them. It's only growing at about 500,000 homes a year.”
Hayes Barnard Feb 23, 2022 ▶ 33:13 How Hayes Barnard Is Transforming Solar Tech & Green Housing · Joe Lonsdale
Feb 23, 2022 neutral
Assertion Contradicted
Barnard: 40% of US Carbon Emissions Come From Homes
“What people don't know is 40% of all carbon emissions in the United States come from the home.”
Hayes Barnard Feb 23, 2022 ▶ 15:09 How Hayes Barnard Is Transforming Solar Tech & Green Housing · Joe Lonsdale
Mar 3, 2022 negative
Prediction Didn’t hold up
Williams: Half of Americans will view the 2024 election as illegitimate
“Fully half of the country, I think in 20, 24 Either way the election pans out will feel that the election was illegitimate, and that's.”
Thomas Chatterton Williams Mar 3, 2022 ▶ 12:23 Don't Ban CRT; Win With Better Ideas. Thomas Chatterton Williams Talks Race & Liberalism · Joe Lonsdale
Mar 16, 2022 neutral
Insight
Zu Fürstenberg: Cold, transactional business outreach generally fails across Europe
“I think the US works very well on a transactional front, because it's less considered a fallacy, or less considered a, you know, something odd to just walk up to someone and discuss something new, right? In Europe, you would be, maybe, except for Italy, people…”
Jeannette zu Fürstenberg Mar 16, 2022 ▶ 22:33 How the Renaissance Sparked an Entrepreneurial Explosion with Jeannette zu Fürstenberg · Joe Lonsdale
Mar 31, 2022 negative
Opinion
Esper: Washington's political dysfunction is a bigger challenge than Russia or China
“I do think the biggest challenge we face today is not Russia or China. It's our political dysfunction in Washington, D.C.”
Dr. Mark Esper Mar 31, 2022 ▶ 33:02 Dr. Mark Esper: Lessons from Russia's Invasion of Ukraine · Joe Lonsdale
Mar 31, 2022 negative
Assertion Supported
Esper: European allies are often reluctant to repatriate captured terrorist prisoners
“In other cases where we capture prisoners and we hold them, we try and press other countries, like our European partners, to take them back and hold them in more secure facilities. And there's often a reluctance to do so.”
Dr. Mark Esper Mar 31, 2022 ▶ 12:40 Dr. Mark Esper: Lessons from Russia's Invasion of Ukraine · Joe Lonsdale
Mar 31, 2022 negative
Assertion Supported
Esper: China Is Expanding and Modernizing Its Nuclear Arsenal
“Look, we now see China expanding and improving It's nuclear arsenal. That's another concern of ours that we didn't have for the last 30 years.”
Dr. Mark Esper Mar 31, 2022 ▶ 17:52 Dr. Mark Esper: Lessons from Russia's Invasion of Ukraine · Joe Lonsdale
Apr 6, 2022 positive
Assertion Supported
DeWitte: Existing US Nuclear Waste Could Power Country for Over 100 Years
“For over a hundred years.”
Jake DeWitt Apr 6, 2022 ▶ 20:51 Oklo's Amazing Small Reactor That Can Reuse Nuclear Waste · Joe Lonsdale
Apr 18, 2022 positive
Opinion
Gimenez: The US has first-round draft pick on global talent through immigration
“What America has that sometimes I think we forget is we have first round draft on the greatest talent in the world, right? If there is a smart person anywhere in the world, we could find a way to get them to America. So I think immigration is core to this, rig…”
Dr. Francisco Gimenez Apr 18, 2022 ▶ 40:45 The Year That Changed Medicine Forever | Francisco Gimenez Explains the Biotech Revolution. · Joe Lonsdale
Apr 18, 2022 bearish
Opinion
Gimenez: U.S. should not rely on foreign medical manufacturing supply chains
“Whether or not you feel discomfort around China owning it, I definitely think we should feel discomfort about not owning our own Sort of medical manufacturing supply chain.”
Dr. Francisco Gimenez Apr 18, 2022 ▶ 32:11 The Year That Changed Medicine Forever | Francisco Gimenez Explains the Biotech Revolution. · Joe Lonsdale
Apr 27, 2022
Assertion Contradicted
Lonsdale: Just over 50% of US public high schools offer multiple CS classes
“Just over 50% of public high schools nationwide offer over one class. My friend runs code.org, sorry, offer more than one computer science class.”
Joe Lonsdale Apr 27, 2022 ▶ 15:49 Zach Latta: Founding Hack Club & Inspiring the Next Generation of Builders · Joe Lonsdale
Feb 2, 2023 negative
Insight
Holiday: Media and algorithms effectively govern America by shaping public opinion
“Technology, different words is true then, or true now, but he was basically saying that, look, America is a company, is a country governed by public opinion, so what governs public opinion governs a country, and so these algorithms, the mediums that we use, so…”
Ryan Holiday Feb 2, 2023 ▶ 4:47 Ryan Holiday: How Stoicism Changed the World · Joe Lonsdale
Feb 9, 2023 positive
Assertion Contradicted
Johnston: Cuba has better average health outcomes than the US
“Even Cuba has better health outcomes than we do.”
Dr. Clay Johnston Feb 9, 2023 ▶ 14:30 This New Startup Is Disrupting Healthcare As We Know It · Joe Lonsdale
Feb 9, 2023 negative
Assertion Supported
Johnston: Almost every country beats US in health per dollar spent
“So if you just, so first of all, if you just look at countries that do better in terms of productivity, you know, health per dollar spent, It's every other country almost in the world.”
Dr. Clay Johnston Feb 9, 2023 ▶ 14:13 This New Startup Is Disrupting Healthcare As We Know It · Joe Lonsdale
Feb 9, 2023 negative
Assertion Supported
Dr. Johnston: Only 60% of US Hypertension Patients Receive Adequate Treatment
“Maybe it's now 60% of people with hypertension, this thing that we've known about forever, right? That cost pennies to treat. Only, you know, 60% of them actually have it adequately treated in the United States.”
Dr. Clay Johnston Feb 9, 2023 ▶ 17:51 This New Startup Is Disrupting Healthcare As We Know It · Joe Lonsdale
Feb 22, 2023 negative
Opinion
Pompeo: Permitting Chinese spy balloon flight for five days hurt US geopolitically
“But man, the fact that that thing flew over our sovereign airspace for five days hurt us geopolitically.”
Mike Pompeo Feb 22, 2023 ▶ 19:39 Mike Pompeo: Negotiating with Tyrants, Spy Balloons (or UFOs?) & Why Trump Didn't Ban TikTok · Joe Lonsdale
Mar 15, 2023 negative
Assertion Supported
Lonsdale: A recent poll found only 16% of Gen Z adults are proud Americans
“There was a recent poll Only 16% of Gen Z adults said they're proud to live in America.”
Joe Lonsdale Mar 15, 2023 ▶ 34:34 Why This Social Justice Activist Became an Entrepreneur Instead · Joe Lonsdale
Mar 15, 2023 neutral
Assertion Contradicted
Patel: U.S. religiosity dropped from 80% in 1957 to 13% in 1967 before rebounding
“So in 1957, something like 80% of people said religion was very important in America. 1967, something like 13% said it was very important. ... 1977, it's back up to the mid fifties, right?”
Eboo Patel Mar 15, 2023 ▶ 34:10 Why This Social Justice Activist Became an Entrepreneur Instead · Joe Lonsdale
Apr 19, 2023
Assertion Supported
Attia: US type 2 diabetes rate rose from 1–2% to 12% in 50 years
“Less than two percent of people in the United States had type two diabetes. It was closer to one percent. That number is about 12% today.”
Dr. Peter Attia Apr 19, 2023 ▶ 22:37 Ep 54: Peter Attia, Ryan Holiday & Joe Lonsdale Discuss Longevity & America's Health · Joe Lonsdale
Apr 19, 2023 negative
Assertion Contradicted
Attia: Suicide is a top 10 death cause for all US demographics over age 10
“For everybody over the age of 10, suicide is the only cause of death that is always in the top 10 by decade. The only decade for which it's not a top 10 cause of death is under the age of 10.”
Dr. Peter Attia Apr 19, 2023 ▶ 15:57 Ep 54: Peter Attia, Ryan Holiday & Joe Lonsdale Discuss Longevity & America's Health · Joe Lonsdale
Apr 19, 2023 negative
Assertion Supported
Attia: US spends far more on healthcare per capita than any nation
“We do on a per capita basis and in absolute dollars spend more on healthcare than any country in the world. We're not even in the same zip code as the next countries.”
Dr. Peter Attia Apr 19, 2023 ▶ 35:59 Ep 54: Peter Attia, Ryan Holiday & Joe Lonsdale Discuss Longevity & America's Health · Joe Lonsdale
Apr 27, 2023 neutral
Assertion Supported
Mintz: US lacks 80,000 truck drivers with median age nearing 50
“We have 80,000 we're 80,000 truck drivers short. The median age of truck drivers in this country is approaching 50 years old.”
Nathan Mintz Apr 27, 2023 ▶ 26:20 Ep 55: Nathan Mintz on Directed Energy, a New Space Age & the Final Hurdles to a Driverless Future · Joe Lonsdale
May 11, 2023 bearish
Assertion Partly supported
Balaji: China produces 14x more steel than the US, reversing 1970 ratios
“In 1970 the US was making 10 X as much deal as China. Now it's like 14 X the other way.”
Balaji Srinivasan May 11, 2023 ▶ 45:13 Ep 57: Balaji Srinivasan on the Severity of the Bank Crisis and the Future of Bitcoin · Joe Lonsdale
May 11, 2023 bearish
Prediction Not checkable as stated
Srinivasan: US ideological separation portends event like India's partition
“Cognitive separation has happened. Social separation has happened. We're still physically proximal. And what that portends in my view is something similar to do you know what partition was in India?”
Balaji Srinivasan May 11, 2023 ▶ 35:39 Ep 57: Balaji Srinivasan on the Severity of the Bank Crisis and the Future of Bitcoin · Joe Lonsdale
May 11, 2023 bearish
Opinion
Srinivasan: The US is a divided, bi-national entity like Sunni vs. Shiite
“The way to think about it is it's not a single country anymore. It's Sunni versus Shiite. Right? It's a bi-national thing.”
Balaji Srinivasan May 11, 2023 ▶ 33:42 Ep 57: Balaji Srinivasan on the Severity of the Bank Crisis and the Future of Bitcoin · Joe Lonsdale
Jun 1, 2023 negative
Assertion Supported
Lonsdale: US debt reaches $150 trillion when factoring in future healthcare costs
“No, I think we're in like a 150 trillion of debt or something if you include healthcare costs. So that's to me the biggest issue friscally.”
Joe Lonsdale Jun 1, 2023 ▶ 33:07 Ep 60: Dr. Rebekah Gee & Nest Health Are Saving Lives by Reinventing In-Home Care · Joe Lonsdale
Jun 15, 2023 positive
Opinion
Rubenstein calls homeownership the single biggest unlock to wealth in America
“I mean, homeownership is the biggest unlock to wealth in our country. It's one of the most important things in communities in our country that we have more people who own homes.”
Ben Rubinstein Jun 15, 2023 ▶ 19:02 Ep 62: Ben Rubenstein Says Resumes Are Useless; Here's How to Find the Best Salespeople · Joe Lonsdale
Jun 22, 2023 positive
Insight
Margain: US Capital Abundance Drives Business Collaboration
“Here in the US, we have way more access, we're way more collective, because there's more opportunities, we collaborate more.”
Eddie Margain Jun 22, 2023 ▶ 5:31 Ep 63: Eddie Margain on Fleeing Mexico and Building Austin FC · Joe Lonsdale
Jun 22, 2023 bullish
Opinion
Margain: The US is the best country because its system rewards doing the right thing
“That's what makes The United States, the best country in the world. It's basically that we have a system that incentivates more people to do the right thing and be successful and be rewarded for it.”
Eddie Margain Jun 22, 2023 ▶ 11:31 Ep 63: Eddie Margain on Fleeing Mexico and Building Austin FC · Joe Lonsdale
Jul 14, 2023 positive
Insight
Karp: Effective enterprise software is American-built, productized, and commercially sold
“Almost all enterprise software that works in America, or in the world, has two characteristics. It's built in America, and it's built as a product. Yeah. And it has a third characteristic, quite frankly, that it's sold commercially.”
Alex Karp Jul 14, 2023 ▶ 24:16 Alex Karp On The Future Of AI And Building A Multi Billion-Dollar Company · Joe Lonsdale
Jul 14, 2023 positive
Opinion
Alex Karp proposes DOD mandate for procuring commercially proven US software
“The U S government should have a policy where a small percent of all, especially the DOD, a small percent of its spend has to go to products built in the software built in the United States. That is a product that has been proven both on the battlefield and ha…”
Alex Karp Jul 14, 2023 ▶ 25:44 Alex Karp On The Future Of AI And Building A Multi Billion-Dollar Company · Joe Lonsdale
Nov 8, 2023 negative
Opinion
Lonsdale: The EPA spends $7 billion annually to stop domestic building projects
“The EPA spends seven billion dollars a year to basically harass us not to build things here in the US.”
Joe Lonsdale Nov 8, 2023 ▶ 33:53 Ep 69: How a Teenager Set Out to Rid the Ocean of Plastic; Boyan Slat & the Ocean Cleanup · Joe Lonsdale
Nov 23, 2023 negative
Assertion Partly supported
Oyerinde: US higher ed is half as institutionally efficient as the UK
“With 200 universities to educate two million people a year. In the United States, we have 10 times as many students, about twenty million students, but 20 times as many institutions. We have 4000 colleges and universities and states. So we're half as efficient…”
Tade Oyerinde Nov 23, 2023 ▶ 5:14 Ep 71: No Debt, Top Professors & Personal Coaches — A New Community College with Tade Oyerinde · Joe Lonsdale
Nov 30, 2023 negative
Opinion
Lonsdale: US should force TikTok sale rather than outright ban
“Rather than banning it outright, I think we should force it to be sold to an American who controls.”
Joe Lonsdale Nov 30, 2023 ▶ 29:30 Ep 72: Illegal Chinese Bio Labs & Secret Police Inside America! Congressman Mike Gallagher · Joe Lonsdale
Nov 30, 2023 bearish
Prediction Not checkable as stated
Gallagher: Skeptical that US efforts to achieve semiconductor independence will work
“Where we've already made a decision that we're going to try to wean ourself off semiconductor dependency on Taiwan, I guess in this case, I'm skeptical it's going to work”
Congressman Mike Gallagher Nov 30, 2023 ▶ 37:45 Ep 72: Illegal Chinese Bio Labs & Secret Police Inside America! Congressman Mike Gallagher · Joe Lonsdale
Nov 30, 2023
Prediction Open · timeframe Nov 2028
Gallagher: US will go to war if China moves on Taiwan
“We will go to war with China if China makes a move against Taiwan, not because one of our ships accidentally bumps into theirs.”
Congressman Mike Gallagher Nov 30, 2023 ▶ 8:01 Ep 72: Illegal Chinese Bio Labs & Secret Police Inside America! Congressman Mike Gallagher · Joe Lonsdale
Nov 30, 2023 bearish
Opinion
Gallagher: Only Surging Hard Power West of Dateline Deters Xi Jinping
“No amount of apex summits, no amount of relentless diplomacy are going to affect Xi Jinping's calculus. The only thing that will affect his calculus is for us to surge hard power to the Pacific west of the international dateline.”
Congressman Mike Gallagher Nov 30, 2023 ▶ 8:09 Ep 72: Illegal Chinese Bio Labs & Secret Police Inside America! Congressman Mike Gallagher · Joe Lonsdale
Feb 8, 2024 positive
Opinion
Solana: Abandoning San Francisco is foolish because municipal rot will spread elsewhere
“San Francisco doesn't just belong to San Francisco. It belongs to the United States, and it's a very important asset. And also, one thing I never understand about the exit people is like, where do you think it's going next? You think that the rot is going to s…”
Mike Solana Feb 8, 2024 ▶ 15:22 Ep 77: Mike Solana on Exposing Corruption, Saving San Francisco, and Building a New Media Empire · Joe Lonsdale
Feb 14, 2024 bullish
Prediction Not checkable as stated
Emil Michael: US will innovate on AI faster than anywhere else
“The next wave of AI, which is going to produce mass efficiency, mass knowledge dissemination nowhere but here. You know, we're going to have the first of everything in this new platform that's building. If you thought about the last platform as the iPhone and …”
Emil Michael Feb 14, 2024 ▶ 40:11 Ep 78: Emil Michael — the Master Dealmaker Behind Uber's Global Dominance · Joe Lonsdale
Feb 14, 2024 negative
Opinion
Emil Michael: Uncontrolled immigration prevents successfully integrating new arrivals into society
“A country is not a country without a border, right? And not being able to control comes in means, means you can't serve those who come in very well. And if the idea is we have a melting pot so that everyone who comes in here, we take care of, they're entitled …”
Emil Michael Feb 14, 2024 ▶ 2:41 Ep 78: Emil Michael — the Master Dealmaker Behind Uber's Global Dominance · Joe Lonsdale
Feb 29, 2024 positive
Assertion Supported
Lomborg: Cheaper gas prevents 12,500 cold deaths annually in the US
“We estimate cheaper gas Meant that 12,500 people did not die from coal every year in the US.”
Bjorn Lomborg Feb 29, 2024 ▶ 35:15 Ep 79: Bjorn Lomborg and the 12 Best Ideas to Help the World · Joe Lonsdale
Mar 21, 2024 positive
Opinion
Baker: No Other Country Matches US Technological Innovation Drivers
“On the tech side, there's really nowhere else in the world that has the same set of technological innovation that the U S has the same sort of drivers that create that.”
Whitney Baker Mar 21, 2024 ▶ 39:32 Ep 82: Rising Inflation? Looming Recession? The State of the Economy with Whitney Baker · Joe Lonsdale
Apr 11, 2024 positive
Assertion Supported
Major SaaS companies like Postman, Chargebee, and Atlan originated in India.
“I'm sure a lot of people don't know that companies like Postman, or Chargebee, or Atlan, et cetera, were started in India, and then came to the US.”
Sri Ganesan Apr 11, 2024 ▶ 24:24 Ep 84: Sri Ganesan on Freshworks' Big Win, Building Rocketlane & India's Tech Boom · Joe Lonsdale
May 2, 2024 positive
Opinion
Lonsdale: Allowing foreign airlines in the US would raise industry standards
“There's so many amazing foreign airlines. I would love that competition. It would raise the bar so much.”
Joe Lonsdale May 2, 2024 ▶ 33:54 Ep 87: Dr. Cliff Winston — Deregulate Lawyers, Deregulate Airlines & Let Markets Correct Themselves · Joe Lonsdale
May 16, 2024 positive
Assertion Not checkable as stated
Hughes: Jazz clubs in the 1940s and 1950s led US racial integration
“I mean, I think as a matter of historical fact, jazz was much more integrated than the rest of the country was at an earlier time. If you wanted to experience racial integration, there was no better place than to go to a jazz club in the 19 forties or fifties.”
Coleman Hughes May 16, 2024 ▶ 35:08 Why Reparations Won't Work & Why Standardized Tests Help Minorities -- Coleman Hughes · Joe Lonsdale
Jul 3, 2024 bearish
Assertion Supported
Langone: US spends more on national debt interest than military defense
“Today, Joe, we spend more money to service the debt. We spend interest alone a trillion dollars. That's more than we spend on our military to defend us and protect us.”
Ken Langone Jul 3, 2024 ▶ 37:49 How Founder Ken Langone Turned Home Depot Into A $400 Billion Empire · Joe Lonsdale
Aug 16, 2024 negative
Assertion Supported
Lowery: US Builds Only Dozens to One Hundred Air Missiles Monthly
“I think our entirety of our short range air missiles that we can build per month are in the dozens. Like, I think in the tens or the, or maybe end up to like a hundred. But just orders of magnitude less than what folks can build with consumer electronics.”
Andy Lowery Aug 16, 2024 ▶ 31:39 Electronic Warfare and Real-Life Force Fields! Epirus CEO Andy Lowery · Joe Lonsdale
Aug 22, 2024
Prediction Not checkable as stated
U.S. will instruct Taiwan not to fire first during a Chinese invasion
“And Taiwan can't fire first. In fact, we will tell them that you can't fire first on the Chinese because you don't want to be the one that will quote unquote provoke the war.”
Dmitri Alperovitch Aug 22, 2024 ▶ 30:52 He Predicted Putin's Invasion. Now He Predicts When China Will Invade Taiwan. · Joe Lonsdale
Aug 22, 2024 bearish
Opinion
Alperovitch: Xi Jinping is the best thing that ever happened to America
“I think Xi Jinping has been the best thing that's ever happened to America because he has effectively destroyed the Chinese economy. He has clamped down on innovation. He, through his diplomatic efforts through this wolf warrior diplomacy, alienated so many co…”
Dmitri Alperovitch Aug 22, 2024 ▶ 43:05 He Predicted Putin's Invasion. Now He Predicts When China Will Invade Taiwan. · Joe Lonsdale
Aug 22, 2024 positive
Opinion
Alperovitch: All top-tier AI models are built in the US
“It's not an accident that all the major AI models that are any good are built in this country, nowhere else. Not, not in China, not even in France. Mistral is, is, is a great company, but they're not ChatGPT, they're not Claude, they're not Gemini.”
Dmitri Alperovitch Aug 22, 2024 ▶ 40:10 He Predicted Putin's Invasion. Now He Predicts When China Will Invade Taiwan. · Joe Lonsdale
Aug 22, 2024 bearish
Assertion Not checkable as stated
Alperovitch: US leads China in AI and space, but loses badly in green energy
“Well, so on those three, we're winning in the on those four technologies, we're winning the first three. We're losing badly in energy across the board, right? They're dominating batteries. They're now dominating AVs. They're dominating wind and solar and nucle…”
Dmitri Alperovitch Aug 22, 2024 ▶ 52:41 He Predicted Putin's Invasion. Now He Predicts When China Will Invade Taiwan. · Joe Lonsdale
Aug 30, 2024 negative
Assertion Contradicted
Ross: University Survey Found Plurality of Youth Believed US Invented Slavery
“There's a university, I think it's University of Wisconsin, surveys people, 18 to 25 each year, with a bunch of macro questions. And the two most interesting ones on the last survey I saw, the first one was, where was slavery invented? You know what the most p…”
Wilbur Ross Aug 30, 2024 ▶ 41:29 A Conversation with Wall Street Legend & U.S. Commerce Secretary Wilbur Ross · Joe Lonsdale
Aug 30, 2024 negative
Assertion Contradicted
Ross: US Ranks at Best 30th Globally in Elementary Reading and Math
“And if you look at the statistics, even in grammar school, the lower grades, we rank at best 30th in the world in reading, writing, and grammar school math.”
Wilbur Ross Aug 30, 2024 ▶ 40:44 A Conversation with Wall Street Legend & U.S. Commerce Secretary Wilbur Ross · Joe Lonsdale
Sep 12, 2024
Assertion Partly supported
The US Built Over 18,000 Naval Vessels in 1943 Alone
“You go back to 1943, we built 18,000, over 18,000 naval vessels. In one year, we built over a 125 aircraft carriers that year.”
Dino Mavrucas Sep 12, 2024 ▶ 11:03 This AI Sea Drone Could Destroy A Submarine? · Joe Lonsdale
Sep 12, 2024 negative
Assertion Supported
China Has 250 Times the Shipbuilding Capacity of the United States
“They have 250 times our shipbuilding capacity, and they have 50% of the world's shipbuilding capacity.”
Dino Mavrucas Sep 12, 2024 ▶ 13:29 This AI Sea Drone Could Destroy A Submarine? · Joe Lonsdale
Oct 25, 2024
Assertion Supported
Phil Gramm: US Inequality Is Lower Today Than in 1947 After Transfers
“Actually, if you count all transfer payments and taxes income inequality is lower today than it was in 1947.”
Phil Gramm Oct 25, 2024 ▶ 9:40 Economist Vs. Billionaire: How The Myth Of Income Inequality Is Dividing America · Joe Lonsdale
Oct 25, 2024 neutral
Insight
Gramm: Canada's higher mobility is driven by selective immigration
“Well, no, we would say he's absolutely right, but let me explain why. Canada has a very active legal immigration program. The percentage of their citizens who are immigrants is huge as compared to us, and they have a selective immigration program, so who is im…”
Phil Gramm Oct 25, 2024 ▶ 33:50 Economist Vs. Billionaire: How The Myth Of Income Inequality Is Dividing America · Joe Lonsdale
Oct 25, 2024 positive
Assertion Supported
Gramm: US Has the Most Progressive Tax System in the World
“If you look at the actual tax data based on how we define income, The tax system is very progressive, and it's the most progressive tax system in the world.”
Phil Gramm Oct 25, 2024 ▶ 30:15 Economist Vs. Billionaire: How The Myth Of Income Inequality Is Dividing America · Joe Lonsdale
Oct 25, 2024 positive
Assertion Supported
Gramm: US legal immigrant children get higher grades and fewer discipline issues
“You look at the profile of legal immigrants in America. Most households have both natural parents. Children tend to make much better grades in school, have fewer discipline problems, and are driven to achieve because their parents are driven to achieve.”
Phil Gramm Oct 25, 2024 ▶ 34:40 Economist Vs. Billionaire: How The Myth Of Income Inequality Is Dividing America · Joe Lonsdale
Nov 22, 2024 positive
Assertion Contradicted
Blank: US was the only WWII nation outsourcing advanced tech to professors
“Then OSR and D is, as some of your listeners and viewers know, basically was a brilliant move by the U.S., the only country who did this in World War II, that outsourced advanced technology to professors.”
Steve Blank Nov 22, 2024 ▶ 9:26 How Elon Musk’s SpaceX Is Embarrassing The U.S. Government · Joe Lonsdale
Nov 22, 2024 negative
Opinion
Blank: VC investment in social media hurt US national interests
“And so where did VCs put their money in social media? Was that in the national interest? We could argue possibly not. In fact, I would argue from vehemently not”
Steve Blank Nov 22, 2024 ▶ 40:46 How Elon Musk’s SpaceX Is Embarrassing The U.S. Government · Joe Lonsdale
Nov 29, 2024 positive
Opinion
Joe Lonsdale: America successfully attracted the smartest subset of Indian immigrants
“It's just that they're all smart or the smarter ones came, which was, which I think it's the latter. It's the latter smarter ones.”
Joe Lonsdale Nov 29, 2024 ▶ 11:59 Turning Whiskey Into Millions — The Hustler Behind WhistlePig · Joe Lonsdale
Dec 6, 2024 positive
Assertion Not checkable as stated
Lonsdale: US Startup Equity Created Hundreds of Thousands of Multimillionaires
“I think we've made hundreds of thousands of people, multi-millionaires here in the last decade from being able to own pieces of things they're building”
Joe Lonsdale Dec 6, 2024 ▶ 25:08 AI Vs Engineers: Will They Be Replaced? · Joe Lonsdale
Dec 6, 2024 bullish
Assertion Partly supported
Sirota: US historically averages four open jobs per backend engineer
“Historically there's been about four open jobs for every one back in engineer in the US.”
Dylan Sirota Dec 6, 2024 ▶ 5:12 AI Vs Engineers: Will They Be Replaced? · Joe Lonsdale
Dec 6, 2024 neutral
Assertion Not checkable as stated
Sirota: US Tech Talent Deficit Inevitably Forces Global Hiring Shift
“The challenge we still face in the U S is the deficit of technical talent relative to how much demand is growing. And I think, you know, the U S has been the innovation hub. We're increasing demand, increasing capital investment. We're seeing all different typ…”
Dylan Sirota Dec 6, 2024 ▶ 2:30 AI Vs Engineers: Will They Be Replaced? · Joe Lonsdale
Dec 6, 2024 bullish
Assertion Partly supported
Sirota: Non-tech giants like Nike and CVS drive US engineering demand
“JP Morgan's a good example. Used to outsource a lot of their technology. Today, they're hiring thousands of engineers in the US. You have companies like Nike hiring a thousand engineers, CVS, thousands of engineers. So non-traditional tech has moved in to real…”
Dylan Sirota Dec 6, 2024 ▶ 5:39 AI Vs Engineers: Will They Be Replaced? · Joe Lonsdale
Apr 3, 2025 negative
Opinion
Lonsdale: FDA regulation makes biomanufacturing harder in the U.S. than China
“FDA has now made it much harder to operate in the U.S., much easier to operate in China.”
Joe Lonsdale Apr 3, 2025 ▶ 17:27 Billionaire vs. U.S. Senator: Should TikTok Be Banned? · Joe Lonsdale
Apr 17, 2025 negative
Opinion
Thiel: US should radically reset trade with China alongside allies
“The reset in trade that seems desirable to me would be that we radically changed the relationship with China and we sort of Induce a lot of other countries to radically change their relationship with China. And that's how we, you know, and maybe that's how we …”
Peter Thiel Apr 17, 2025 ▶ 27:58 Tariffs, DOGE & Fixing America: Peter Thiel's Skeptic Solutions · Joe Lonsdale
Jun 26, 2025
Insight
Rubin: American economic success and safety dissipate political toxicity and conspiracy theories
“For the stuff that you're concerned about as it pertains to this set of people that are blaming everything on the Jews or whatever weird things happening on the right, combined with the toxicity of the left, the best antidote to all of it is American success. …”
Dave Rubin Jun 26, 2025 ▶ 46:28 Tucker, Shapiro & The New Right—Dave Rubin Calls for an Honest Debate · Joe Lonsdale
Jul 3, 2025 negative
Opinion
Andreessen: US explicitly chose de-industrialization by making industrial activity illegal
“We chose to de-industrialize through a set of explicit policy choices, you know, not, not least of which is You know, we made a lot of industrial activity illegal over time.”
Marc Andreessen Jul 3, 2025 ▶ 9:49 From ChatGPT to Billions of Robots: Marc Andreessen’s Prediction · Joe Lonsdale
Jul 3, 2025 negative
Opinion
Andreessen: European regulation has made AI effectively illegal, causing brain drain
“And then, by the way, the US is benefiting a lot, because Europe has basically made AI illegal. Like, they're regulating themselves to death. And so, the smart AI people in Europe are moving to the US.”
Marc Andreessen Jul 3, 2025 ▶ 19:09 From ChatGPT to Billions of Robots: Marc Andreessen’s Prediction · Joe Lonsdale
Jul 16, 2025 neutral
Assertion Supported
Sofman: US excavation contracts total around $120 billion annually
“There was a study we saw that there's something like a hundred and twenty billion dollars of excavation contracts per year in the US.”
Boris Sofman Jul 16, 2025 ▶ 18:22 How AI Robots Are Taking Over Construction · Joe Lonsdale
Jul 16, 2025 neutral
Assertion Supported
Sofman: US heavy machinery logs 1.25 billion operator hours annually
“There's one and a quarter billion hours of operator time operating these heavy machines just in the US. So one and a quarter billion hours a year.”
Boris Sofman Jul 16, 2025 ▶ 18:02 How AI Robots Are Taking Over Construction · Joe Lonsdale
Jul 28, 2025 negative
Opinion
Lonsdale: Incumbent health systems control policy in red and blue states to block competition
“You know, it's interesting if you're in a red state, the health systems are in control, and if you're in a blue state, the health systems are in control. These are very powerful interests. They'll be on whatever side they need to be on to lock out competition.”
Joe Lonsdale Jul 28, 2025 ▶ 8:52 Two Billionaires Debate: Should We Fear AI? · Joe Lonsdale
Aug 13, 2025 bearish
Opinion
Cinnamon: China can deploy orbital defense tech faster due to zero red tape
“Let's say China wanted to go do that, I guarantee you they could get that to orbit and test it a lot faster than we could, just because there's no red tape for them to jump through.”
Ian Cinnamon Aug 13, 2025 ▶ 42:28 From Palantir to Space Defense: Building a $100 Billion Company · Joe Lonsdale
Aug 13, 2025 neutral
Opinion
Cinnamon: VLEO remains experimental compared to viable Low Earth Orbit architectures
“Our architecture as a nation has really decided that low earth orbit is very interesting. VLEO is enticing, but Still more science projects.”
Ian Cinnamon Aug 13, 2025 ▶ 37:27 From Palantir to Space Defense: Building a $100 Billion Company · Joe Lonsdale
Aug 21, 2025 bullish
Prediction Not checkable as stated
Machado: Free Venezuela Represents Over $1.7 Trillion Business Opportunity
“Hundreds of thousands of Venezuelans that now have taken refuge in the United States. They will come. They will come back home, and also a huge business opportunity will be open like no other in the region before. And we're talking about over 1.7 trillion doll…”
Maria Corina Machado Aug 21, 2025 ▶ 28:06 From Prosperity to Ruins: Venezuela’s Fight for Freedom · Joe Lonsdale
Sep 5, 2025 positive
Opinion
Abbott: H-1B visas should be fast-tracked for exceptional talent, not routine jobs
“The folks who are coming on H-Bs today, like me, like many other people who came at some point, you know, do end up creating jobs in this country and do end up, you know, helping build businesses in this country. So I'm on the take, which is like, let's not lo…”
Harish Abbott Sep 5, 2025 ▶ 37:35 How AI Agents Are Transforming Logistics · Joe Lonsdale
Sep 5, 2025 neutral
Assertion Partly supported
Abbott: There are 1 million trucking companies in the US
“So there's one million truck driving companies in America, right?”
Harish Abbott Sep 5, 2025 ▶ 19:19 How AI Agents Are Transforming Logistics · Joe Lonsdale
Sep 5, 2025 neutral
Assertion Contradicted
Abbott: US has 40,000 to 50,000 freight brokerages
“There's 40, 50,000 trucking brokerages in America.”
Harish Abbott Sep 5, 2025 ▶ 19:25 How AI Agents Are Transforming Logistics · Joe Lonsdale
Sep 15, 2025 negative
Opinion
Meyer: Domestic groups attack American civilization more aggressively than foreign adversaries
“I think you always have to be wary about global competitors or whatnot, but sometimes there's a group of people, you know, within, within the country who are more aggressively trying to tear down our civilization than certain foreign powers.”
Max Meyer Sep 15, 2025 ▶ 20:57 The One Thing AI Will Never Replace · Joe Lonsdale
Dec 30, 2025 bearish
Prediction Not checkable as stated
Sununu predicts a US fiscal car crash within eight to nine years
“We have eight, I think we have eight or nine years here, but there will be a, I think a fiscal car crash, so to say, where social security, Medicare the debt, you know, the interest, what interest hit over a trillion this year.”
Chris Sununu Dec 30, 2025 ▶ 12:31 These Jobs Will Skyrocket in the AI Economy · Joe Lonsdale
Jan 9, 2026 negative
Opinion
Michael: Adversaries dumped rare earths to make US dependent
“Right, so fun stuff, and we've been behind, again, because some of our adversaries have been dumping, dumping, like with rare earth metals to get us dependent on battery technologies, on critical minerals, pharmaceuticals, you name it.”
Emil Michael Jan 9, 2026 ▶ 12:09 Pentagon Chief: 6 Weapons That Will Prevent WW3 · Joe Lonsdale
Jan 9, 2026 bullish
Assertion Not checkable as stated
Michael: US military has caught up and surpassed China in many areas
“I think we're already caught up in so many areas and surpass them, but they've made a lot of ground.”
Emil Michael Jan 9, 2026 ▶ 6:24 Pentagon Chief: 6 Weapons That Will Prevent WW3 · Joe Lonsdale
Jan 9, 2026 positive
Opinion
Michael: US must scale affordable hypersonics to deter China
“So we know how to build our own, But we have to do it more cheaply. We have to do it at scale. We have to do it, and it's a deterrent effect, right? It's just like we had nuclear missiles, and the Russians did, or Soviets did. If China, the China has them, we …”
Emil Michael Jan 9, 2026 ▶ 14:29 Pentagon Chief: 6 Weapons That Will Prevent WW3 · Joe Lonsdale
Jan 9, 2026
Assertion Partly supported
Michael: United States Has 250 Medicines in Active Supply Shortages
“We have 250 medicines on shortage in the United States.”
Emil Michael Jan 9, 2026 ▶ 21:18 Pentagon Chief: 6 Weapons That Will Prevent WW3 · Joe Lonsdale
Jan 20, 2026 bullish
Disclosure
Gebbia: TrumpRx.gov will offer Americans access to lowest-cost prescription drugs
“And TrumpRx will be the storefront For Americans to access the lowest cost drugs on the internet.”
Joe Gebbia Jan 20, 2026 ▶ 33:18 The Secret Team Fixing America's Broken Systems · Joe Lonsdale
Jan 20, 2026 negative
Assertion Supported
Gebbia: Some U.S. government websites turn off at 6 PM daily
“Government websites, some of them turn off at six p.m. Because they have operating hours.”
Joe Gebbia Jan 20, 2026 ▶ 34:29 The Secret Team Fixing America's Broken Systems · Joe Lonsdale
Jan 26, 2026 bullish
Assertion Supported
Atkins: US equity market capitalization accounts for half of global total
“And now the United States the capitalization of our equity markets is fully half of the entire world's capitalization. That's up from 30%.”
Paul Atkins Jan 26, 2026 ▶ 14:23 Investing in 2026: What You Need to Know (SEC Chairman) · Joe Lonsdale
Feb 17, 2026 negative
Assertion Contradicted
Lonsdale: US spends $40B annually on incompetent training programs
“We have forty billion dollars a year of training programs, and they're just completely incompetent.”
Joe Lonsdale Feb 17, 2026 ▶ 54:25 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
Mar 13, 2026 positive
Assertion Supported
Loeffler: Small businesses drive 40% of GDP and create two-thirds of new jobs
“Well, that's right, on a GDP basis, and about the same amount from an employment rate basis, so small businesses create two out of every three new jobs, so it's incredibly, incredibly powerful economic engine for the country.”
Kelly Loeffler Mar 13, 2026 ▶ 1:53 Exposing a Billion Dollar Fraud Scandal (Using Palantir) · Joe Lonsdale
Mar 13, 2026 neutral
Assertion Partly supported
Loeffler: US has over 7M open jobs including 600k in manufacturing
“I think we have over seven million open jobs in this country, about 600,000 open manufacturing jobs, for example.”
Kelly Loeffler Mar 13, 2026 ▶ 11:54 Exposing a Billion Dollar Fraud Scandal (Using Palantir) · Joe Lonsdale
Apr 9, 2026
Assertion Supported
Fry: Baby boomers own roughly 2.1M of the 6M US employer businesses
“So if you kind of think broad picture, you have thirty three million businesses in the U S you shrink that into six million have employees. So those are the businesses that we focus on of those six million, roughly 2.1 are owned by baby boomers.”
Will Fry Apr 9, 2026 ▶ 6:13 How to Turn $15K Into $1M in 2026 · Joe Lonsdale
Apr 30, 2026 positive
Assertion Supported
Black: US Is the World's Largest Energy Exporter and Producer
“Look, we're the largest energy exporter in the world, the largest producer of oil, and the largest producer of natural gas.”
Ben Black Apr 30, 2026 ▶ 19:12 Running DC Like Wall Street: CEO of America's Investment Fund · Joe Lonsdale
Apr 30, 2026 positive
Opinion
Black: Donald Trump is the most financially astute US president ever
“President Trump is so fantastic is he is the most financially astute president we've ever had, and he's really focused on how economics makes the world go round and what it means for not just the exercise of American power, but building out the next century to…”
Ben Black Apr 30, 2026 ▶ 16:45 Running DC Like Wall Street: CEO of America's Investment Fund · Joe Lonsdale
Apr 30, 2026 neutral
Disclosure
Black: DFC is prohibited from investing domestically inside the US
“We can't invest inside the domestic United States, but we work heavily across the interagency, you know, in terms of policy priorities.”
Ben Black Apr 30, 2026 ▶ 20:31 Running DC Like Wall Street: CEO of America's Investment Fund · Joe Lonsdale
Apr 30, 2026 positive
Assertion Supported
Black: 70% of Marshall Plan funds bought US goods and services
“70% of the funds that the U.S. Sent over to Europe in the Marshall Plan were used to purchase U.S. Goods and services.”
Ben Black Apr 30, 2026 ▶ 13:55 Running DC Like Wall Street: CEO of America's Investment Fund · Joe Lonsdale
May 8, 2026 negative
Assertion Partly supported
Sankar: US expended 10 years of munitions production in 10 weeks in Ukraine
“The lesson of Ukraine is that we went through 10 years of production and 10 weeks of fighting.”
Shyam Sankar May 8, 2026 ▶ 19:37 Palantir CTO: We Need More Heretics · Joe Lonsdale
May 8, 2026 negative
Opinion
Sankar: The US has likely lost deterrence despite $1T defense budget
“It, it's pretty hard to look at this and not think, perhaps we've lost deterrence. And as a country that spends a trillion dollars a year on defense, you know, how is this happening?”
Shyam Sankar May 8, 2026 ▶ 2:42 Palantir CTO: We Need More Heretics · Joe Lonsdale
May 19, 2026 negative
Assertion Not checkable as stated
Helberg: China is actively decoupling from the US and de-risking failure points
“China is on a path to decoupling from us and de-risking all of its single points of failure.”
Jacob Helberg May 19, 2026 ▶ 2:15 Trump’s Plan for AI Dominance · Joe Lonsdale
May 19, 2026 bullish
Opinion
Helberg: US Software Companies Objectively Lead China in AI Model Development
“With that being said, our software companies are better by a lot. I mean, it's, we are objectively leading in, in AI and in model development.”
Jacob Helberg May 19, 2026 ▶ 19:43 Trump’s Plan for AI Dominance · Joe Lonsdale
May 19, 2026 bullish
Assertion Supported
Helberg: US Signed Deal for 4,000-Acre AI Industrial Park in Philippines
“Just last week we signed a historic deal with the Philippines, 4000 acres, right next to Subic Bay where we're gonna build a first-of-its-kind AI-native industrial park, and the goal is really to secure inputs that are vital for American and global supply chai…”
Jacob Helberg May 19, 2026 ▶ 2:43 Trump’s Plan for AI Dominance · Joe Lonsdale
May 29, 2026 neutral
Assertion Partly supported
Hughes: Slave-Picked Cotton Accounted for Only 3% of 19th-Century US Economy
“American exports peaked at six percent in In the 19th century. So it was half of six percent, meaning three percent. Three percent of our economy was due to slave picked cotton.”
Coleman Hughes May 29, 2026 ▶ 39:00 How the Left Weaponized Slavery · Joe Lonsdale
May 29, 2026 positive
Assertion Partly supported
Hughes: US, Russian, and Brazilian Economies Grew Faster After Freeing Slaves
“United States had had a mass emancipation in Russia had a slower mass emancipation between 18 63 and around 1900. Brazil had a mass emancipation of slaves in the 18 eighties. In every single one of those cases, the economy grew faster after slaves were freed t…”
Coleman Hughes May 29, 2026 ▶ 43:18 How the Left Weaponized Slavery · Joe Lonsdale
Jun 5, 2026
Assertion Partly supported
Nolan: US Accounted for Over 80% of Global Uranium Enrichment in 1980s
“So the US in the eighties was actually more than 80% of global enrichment.”
Scott Nolan Jun 5, 2026 ▶ 17:17 SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis · Joe Lonsdale
Jun 5, 2026 bearish
Assertion Not checkable as stated
Lonsdale: Musk fears US power shortages and is impressed by China's output
“We actually, I was with Elon recently. He was here, and his, one of his big concerns for the US was not having enough power. He's very impressed by how much power China's making overall.”
Joe Lonsdale Jun 5, 2026 ▶ 20:04 SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis · Joe Lonsdale
Jun 5, 2026 bearish
Prediction Not checkable as stated
Nolan: Allied nuclear fleets will rely on Russia and China without US
“If the U.S. Does not provide enrichment To these countries, they will have to get it somewhere else as they build up their nuclear fleet, or they turn back on their nuclear fleet, and that'll be Russia, China.”
Scott Nolan Jun 5, 2026 ▶ 34:45 SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis · Joe Lonsdale
Jun 5, 2026 neutral
Assertion Partly supported
Nolan: China has tripled its electricity grid capacity since 2010
“If you look at the grid in 2010, we were completely tied neck and neck with China on grid total capacity. Something like 4000 or 5000 terawatt hours per year. Since then, in the 15 years since 2010, they've tripled. I think this year they're actually at three …”
Scott Nolan Jun 5, 2026 ▶ 21:46 SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis · Joe Lonsdale
Jun 5, 2026 negative
Assertion Contradicted
Nolan: Uranium enrichment is the only nuclear step the US lacks domestically
“The reason we're doing enrichment is because that's the one step the US doesn't do at any scale.”
Scott Nolan Jun 5, 2026 ▶ 17:08 SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis · Joe Lonsdale
Jul 24, 2026 bullish
Opinion
Michael: US must produce cheap hypersonics at scale to deter China
“So we know how to build our own. But we have to do it more cheaply. We have to do it at scale. We have to do it, and it's a deterrent effect, right? It's just like we had nuclear missiles, and the Russians did, or Soviets did. If China, the China has them, we …”
Emil Michael Jul 24, 2026 ▶ 15:53 America’s $700 Billion Defense Tech Rebuild
Jul 24, 2026 negative
Assertion Partly supported
Emil Michael: The United States Currently Has 250 Medicines in Shortage
“We have 250 medicines on shortage in the United States.”
Emil Michael Jul 24, 2026 ▶ 22:42 America’s $700 Billion Defense Tech Rebuild
Jul 24, 2026 negative
Assertion Not checkable as stated
Michael: Adversaries Dump Rare Earths to Create US Tech Dependencies
“And we've been behind again because some of our adversaries have been dumping Dumping, like with rare earth metals to get us dependent on battery technologies, on critical minerals, pharmaceuticals, you name it.”
Emil Michael Jul 24, 2026 ▶ 13:33 America’s $700 Billion Defense Tech Rebuild
Jul 30, 2026
Assertion Not checkable as stated
Levie: China's open source AI is only 1-3 months behind US frontier
“There's an open source ecosystem in, in China that is near neck and neck. Let's say at least still maybe kind of, you know, one to three months behind, but not a year or two years behind.”
Aaron Levie Jul 30, 2026 ▶ 7:53 Why AI Creators Keep Panicking (They're Wrong)
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