United States

also referred to as: u s · us · usa

32 statements across 24 episodes · 6 bullish · 4 bearish · 4 people on the record · first statement Oct 11, 2020 by Benedict Evans · said 562 times in 82 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (434), Toni Cowan-Brown (108), Lillian Li (8), Leonard Brody (5), Jay Goldberg (5), Jeremy White (1), Benedict Catton (1)

tap a year for its mentions
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013252020202120222023202420252026episodes it came up in
007.51315252020202120222023202420252026episodesmentions per episode
2026 8 mentions in 4 episodes 2 per episode
2025 17 mentions in 3 episodes 6 per episode
2024 70 mentions in 8 episodes 9 per episode
2023 54 mentions in 12 episodes 5 per episode
2022 136 mentions in 23 episodes 6 per episode
2021 148 mentions in 23 episodes 6 per episode
2020 129 mentions in 9 episodes 14 per episode

every mention, scene by scene, with the transcript →

Everything said about United States, oldest first

Oct 11, 2020 neutral
Insight
Evans: Lacking a US privacy regulator, Apple and Google write the rules
“The US doesn't have a privacy regulator. And so Facebook, Apple on one level, you know, Apple and Google are remaking the ad tech industries. And so they're doing privacy regulation. Apple is doing privacy regulation and what you can do on the phone. Facebook …”
Benedict Evans Oct 11, 2020 ▶ 14:07 Is Europe a market?
Oct 11, 2020 neutral
Opinion
Brown: European Startups and Investors Prioritize Profitability Over Growth Compared to the US
“There's that idea of growth versus profitability in Europe. We're so much more focused on profitability than we are on growth. We don't care how many employees you have or how quick you grew”
Toni Cowan-Brown Oct 11, 2020 ▶ 31:07 Is Europe a market?
Oct 11, 2020 neutral
Insight
Evans: Fragmented European markets prevent US-style city-by-city marketplace rollouts
“If you're going to do Instacart, say, You can launch in San Francisco, and then you can pick 10 more, and then 20 more, and then 10 more, and then 30 more, and you can kind of go, go out step by step by step across the country. Whereas in Europe, you couldn't …”
Benedict Evans Oct 11, 2020 ▶ 7:48 Is Europe a market?
Oct 11, 2020 positive
Assertion Partly supported
Evans: UK is two to three years ahead of US in tech adoption
“The UK is probably two or three years ahead of the USA on average in adoption of technology in things like adoption of smartphones, adoption of social media, particular adoption of e-commerce. Now that's the USA as an, it may not be ahead of California, but it…”
Benedict Evans Oct 11, 2020 ▶ 15:09 Is Europe a market?
Oct 26, 2020 neutral
Assertion Supported
Evans: US e-commerce was roughly 15% of retail in early 2020
“Because of course e-commerce in the USA at the beginning of the year, we're still only sort of 15% of retail. Closer to 20% of retail in the UK.”
Benedict Evans Oct 26, 2020 ▶ 8:06 Amazon and eCommerce
Oct 26, 2020 positive
Assertion Supported
Evans: Independent bookshop numbers have grown in the US and UK recently
“The number of independent bookshops has grown in the U S and the UK in recent years, because you're actually filling that other side of that.”
Benedict Evans Oct 26, 2020 ▶ 39:39 Amazon and eCommerce
Nov 2, 2020 neutral
Insight
Evans: American cultural dominance over global internet regulation is over
“The first 25 years of the consumer internet was basically American, and the big companies, you know, the agenda, and therefore the kind of the cultural attitudes and the legal attitudes to how they should work were all American. And you can, again, you can gen…”
Benedict Evans Nov 2, 2020 ▶ 33:58 How do you destroy a tech monopoly?
Nov 9, 2020 neutral
Assertion Supported
Cowan-Brown: US campaign software companies must pick Republicans or Democrats
“In the US, campaigning software is politicized. So you create software for one political party, not for both. And so you either create software or campaigning software, organizing software for the Republicans or the Democrats, but you can't be seen doing it fo…”
Toni Cowan-Brown Nov 9, 2020 ▶ 12:45 Is content moderation a dead end?
Nov 23, 2020 positive
Assertion Contradicted
Evans: US physical clothing retailers saw their online sales double
“In the US online clothing sales, online sales by clothing retailers. Doubled. That does, that's not telling you anything about what's happening in Amazon. That's just telling you traditional physical stores that also sell online. Yeah. Their online sales doubl…”
Benedict Evans Nov 23, 2020 ▶ 12:56 The acceleration of ecommerce habits
Jan 10, 2021 bearish
Prediction Not checkable as stated
Evans: The US company-by-company tech regulation approach will not work
“Whereas the US approach is we'll see Google and then we'll see Facebook and we'll see TikTok and we'll see like one by one which will be like, and that's just not going to work guys.”
Benedict Evans Jan 10, 2021 ▶ 31:51 There's no such thing as data
Jan 24, 2021
Prediction Held up
Evans: US Online Advertising Will Reach $125 Billion in 2021
“Online advertising will be a hundred and twenty five billion dollars in the USA this year, and literally no one who doesn't work on an ad team knows what a DSP is.”
Benedict Evans Jan 24, 2021 ▶ 1:33 Why do we care about games?
Jan 31, 2021 neutral
Assertion Supported
Evans: US Elevator Attendant Employment Peaked at 100,000 in 1950
“And the elevator attendants go up from zero in 1870, they go to like a 100,000 in 1950, and then they go all the way back down again. Because before you had, you only get automated elevators with button, with a push button for each floor in the 19 fifties. Bef…”
Benedict Evans Jan 31, 2021 ▶ 35:48 Telling stories with charts
Jun 14, 2021 neutral
Assertion Supported
Evans: US newspaper employment dropped 75% due to lost advertising
“The reason why the newspaper business as a quarter has a 100,000 employees in the US now and had 400,000 employees 20 years ago is advertising. The advertising went away.”
Benedict Evans Jun 14, 2021 ▶ 17:07 Paying attention to Apple again
Jul 13, 2021 neutral
Assertion Supported
Evans: Stanford Found 40% of New US Relationships Started Online in 2017
“There's a, Stanford does a study on online dating and they found that in 2017 40% of all new relationships in the US started online.”
Benedict Evans Jul 13, 2021 ▶ 46:27 Creativity and Optimism
Aug 26, 2021 positive
Assertion Supported
Brown: Over half of US kids under 16 played Roblox in 2020
“It's fascinating to think that over half of American kids under the age of 16 have played it in 2020, which is a huge, huge amount of people, and yet so many people still don't know what it is.”
Toni Cowan-Brown Aug 26, 2021 ▶ 0:39 Games and Roblox
Sep 28, 2021
Assertion Supported
Evans: China regulates algorithmic feeds while US and EU lag far behind
“So like, you know, very, very detailed thing on how algorithmic content moderation should work, and how algorithmic content feeds should work, which the EU and the US have not anywhere close to having. Like, now here's a law on how the news feed should work.”
Benedict Evans Sep 28, 2021 ▶ 27:02 Regulation - Who will notice?
Sep 28, 2021 neutral
Assertion Not checkable as stated
Brown: Global efforts to limit tech power are at an unprecedented high
“Never before has more been done across all the different markets, including Europe, Australia, China, USA, to try and limit the power of the tech industry”
Toni Cowan-Brown Sep 28, 2021 ▶ 0:21 Regulation - Who will notice?
Oct 18, 2021 positive
Assertion Supported
Evans: 40% of US relationships now originate through online dating
“The stat I always like here is online dating, that in the U.S. In the U.S.A. Started online. So, like, four zero percent.”
Benedict Evans Oct 18, 2021 ▶ 11:05 Metaverse - beyond the buzzword
Jun 6, 2022 positive
Assertion Supported
Evans: Shein is the biggest US fast-fashion brand without physical stores
“Obviously, Shein at the Extreme doesn't have any stores, and it's the biggest fast fashion brand in the USA.”
Benedict Evans Jun 6, 2022 ▶ 24:52 What's next for advertising?
Jul 25, 2022 negative
Assertion Not checkable as stated
Evans: US banking regulation makes launching challenger banks harder than in UK
“The US regulation makes it much harder to do a new bank than the UK does.”
Benedict Evans Jul 25, 2022 ▶ 34:58 When the point of leverage changes
Aug 1, 2022 negative
Prediction Open · timeframe Aug 2027
Evans: The US will not pass an equivalent to the DMA
“The US isn't going to get an equivalent of the DMA.”
Benedict Evans Aug 1, 2022 ▶ 19:52 The FTC's antitrust thesis
Sep 5, 2022 neutral
Assertion Supported
Evans: DTC neobanks see greater adoption in the UK than US
“DTC banking has happened a lot more in the UK than in the US, for example so-called neobanks.”
Benedict Evans Sep 5, 2022 ▶ 21:26 TV after software
Dec 11, 2022
Assertion Not checkable as stated
Evans: EU and UK competition law always looked beyond consumer prices
“Which, frankly, the rest of the world has always thought like that. It was in kind of the US that got narrowly focused on price in the EU and the UK have always kind of looked at the broader kind of context of what outcomes we want.”
Benedict Evans Dec 11, 2022 ▶ 1:58 No Soup for You! Regulating tech M&A
Dec 19, 2022
Assertion Partly supported
Goldberg: US and European fabless chip firms plummeted from 2,000 to 200
“20 years ago, there used to be 2000 or so fabless design companies in the US and Europe. Today, there are probably 200 plus a handful of startups.”
Jay Goldberg Dec 19, 2022 ▶ 3:59 Why are chips interesting again?
Dec 19, 2022 neutral
Prediction Not checkable as stated
Goldberg: TSMC's Arizona fab will remain dependent on Taiwan's expertise
“It doesn't mean the U.S. Actually can do advanced chips because that plant is going to be entirely dependent on expertise and knowledge base from the mothership in Taiwan.”
Jay Goldberg Dec 19, 2022 ▶ 26:02 Why are chips interesting again?
Mar 12, 2023 bearish
Assertion Partly supported
Evans: US Has 5 to 10 Times More Retail Space Per Capita
“Well, so there's a chart in my presentation of retail square, square foot per capita in, in which the U S has like five to 10 times more retail square foot per capita than anywhere else. And half of that is is, is malls in which the U S has basically massively…”
Benedict Evans Mar 12, 2023 ▶ 24:46 Amazon's $40B advertising business
Mar 20, 2023
Assertion Partly supported
Evans: US, Japan, and South Korea now comprise only a quarter of traffic.
“One of the charts in my presentation is that like a quarter of global internet traffic is USA, Japan, South Korea combined. And then another quarter is India and a quarter is China and a quarter is everything else. So like where I was 10 years ago, it was like…”
Benedict Evans Mar 20, 2023 ▶ 15:17 The right questions to ask about TikTok
Oct 15, 2023 neutral
Assertion Contradicted
Brody: US high school senior dating rates fell 50% in 15 years
“In, in some of the math, you know, so the number of high school seniors in the United States who date has decreased by 50% over the last 15 years.”
Leonard Brody Oct 15, 2023 ▶ 27:12 The magic customer
Oct 15, 2023 neutral
Assertion Supported
Evans: Over 50% of new US heterosexual relationships formed online in 2021
“At that point it was 40%, and they've run it forward now to 20 21 with a smaller sample set, and there's now over 50%. So basically 50% of new relationships, so 50% of relationships formed in 2021 in the US are formed online.”
Benedict Evans Oct 15, 2023 ▶ 25:28 The magic customer
Mar 13, 2024 neutral
Opinion
Evans: US and EU Exhibit Radically Different Approaches to Tech Regulation
“And I thought there was just kind of an interesting symmetry there in these two sort of radically different approaches to regulation and to political control of technology companies.”
Benedict Evans Mar 13, 2024 ▶ 0:58 Tiktok, Apple and Temu
Mar 13, 2024 neutral
Insight
Brown: TikTok Gives Americans a Taste of Foreign Tech Dominance
“Saying that, like, basically Americans are experiencing what the rest of Europe has experienced over the last 10 years of, yeah, your citizens are loving a piece, a social media app that wasn't designed by Americans for Americans with Americans in mind. yeah,…”
Toni Cowan-Brown Mar 13, 2024 ▶ 12:01 Tiktok, Apple and Temu
Apr 16, 2026 neutral
Assertion Supported
Evans: US accountant headcounts rose every decade of the 20th century
“The number of accountants in the USA increased every single decade in the 20th century. As you go through adding machines and computers and mainframes and PCs and Excel and ERPs and SAS, you get wave after wave of automation and the number of accountants keeps…”
Benedict Evans Apr 16, 2026 ▶ 15:13 What jobs are AI jobs?
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