United States
also referred to as: the us · u s · us
66 statements across 19 episodes · 15 bullish · 31 bearish · 7 people on the record · first statement Feb 8, 2024 by Aaron Levie · said 684 times in 41 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (429), Bill Gurley (199), Clark Tang (14), Ronald Reagan (7), Michael Dell (7), Aaron Levie (6), Satya Nadella (3), Maureen Zawalnik (3)
tap a year for its mentions
2026 7 mentions in 2 episodes 4 per episode
2025 479 mentions in 19 episodes 25 per episode
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 11 more episodes that year, every mention in 2025 →
2024 198 mentions in 20 episodes 10 per episode
- Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- 12 more episodes that year, every mention in 2024 →
Everything said about United States, oldest first
Feb 8, 2024
Feb 22, 2024 bearish
Gurley: Reshoring competitive semiconductor fabs to the US will not happen
“And to think you're going to re-onshore a fab and ignore Morris Chang is just kind of crazy to me. And I look at the Requirements, once again, that we put on companies around labor and say to myself, it's not going to happen here.”
Mar 7, 2024 bullish
Mar 21, 2024 bearish
Mar 21, 2024
Apr 4, 2024 bearish
Apr 4, 2024 negative
Apr 18, 2024 bearish
Jun 22, 2024 bearish
Sep 9, 2024 bearish
Gerstner: Unlikely US nuclear build costs fall 70% to compete with gas
“The idea that we're going to bring the cost of building one of these things down by 70%, which is kind of the target needed to make this competitive in the open market with gas and everything else, I think is very, you know, it's hard to see.”
Sep 9, 2024 negative
Sep 9, 2024
Gerstner: China is expected to pass US nuclear power generation by 2030
“China's on track, on the other hand, to bring on more capacity capacity in the next 10 years than we've brought on in the last 40 years. They're expected to pass us in terms of total power generation from nuclear by 2030, or thereabouts.”
Sep 9, 2024 positive
Sep 9, 2024 bullish
Gerstner: US baseload power growth will surge over next 5 to 10 years
“When you model out the need for data center capacity over the course of the next five to 10 years, you realize for the first time in really two decades, the US's need to grow its baseload power generation is going to go up significantly, significantly faster t…”
Sep 9, 2024
Gerstner: US nuclear provides 31% of global output and 20% domestic power
“We commissioned our first nuclear electricity generating plant in 1957. The majority of American plants are built in the seventies and eighties. We have 94 plants today online representing 31% of the world's total nuclear energy production. It's 20% of total U…”
Sep 9, 2024 neutral
Nov 27, 2024 neutral
Mar 2, 2025 neutral
Mar 2, 2025 bearish
Mar 21, 2025 negative
Mar 21, 2025 bullish
Gerstner: US AI Export Rules Will Help Huawei Dominate Global Markets
“This diffusion rule will make it hard for us to get chips to Saudi Arabia, to the UAE, to India, to, you know, our friends in, in Southeast Asia, and it makes it hard through this regulatory capture that some of the US CSPs put in place, you know, all these ho…”
Mar 21, 2025 neutral
Apr 24, 2025 bearish
Apr 24, 2025 bearish
Gerstner: Navarro-style protectionism will shrink the U.S. AI gap with China
“If we head in the direction of Navarro, it's quite clear to me that we're going to so anger the rest of the world that, ah, the chance that the rest of the world is going to run on US compute. I think what we do in that instance is you move everybody in the di…”
Apr 24, 2025 bearish
Apr 24, 2025 negative
Apr 24, 2025 negative
Apr 24, 2025 negative
Gurley: Tariffs cause inflation, reduce innovation, and trigger retaliation
“Tariffs lead to increased inflation. They lead to reduced innovation. Putting a protective blanket over our companies in our country lead to them being less globally competitive. And then fourth, which you mentioned, you know, it leads to retaliation.”
Apr 24, 2025 neutral
Gurley: Supply chain resilience can include allies and requires trade consistency
“There's also, if you're using the word resilient, you know, that can include other countries that are allies. It doesn't have to be on the shores of the U.S., and I know people who in the first Trump administration were told to diversify away from China, and t…”
Apr 24, 2025 negative
Apr 24, 2025 bullish
Gerstner: The US won the global internet competition over the past 20 years
“I think anybody who looks back at the last 20 years, Would say that the United States has won, both in terms of free trade, and in terms of the global internet competition. Won, as defined by, improved the standard of living, driven the growth, the economy in …”
Apr 24, 2025 bearish
Apr 24, 2025 positive
Gerstner: US should use targeted tariffs and subsidies to reshore critical industries
“But I think it's fairly non-controversial that we should have tactic, tactical, narrowly tailored tariffs and tax subsidies and incentives in order to re-onshore some critical capabilities. You know, I mentioned a few chip fabs, some pharma, Critical rare eart…”
Apr 24, 2025 bullish
Apr 24, 2025 positive
Gurley: Claiming the US Would Be Better Off Without Free Trade Is Fanciful
“Neil makes a great point about the argument that, oh, we shouldn't have done this. We regret global trade. That argument takes, you're allowing yourself to imagine, you're taking where we are today and competing with an imaginary version of how things evolved …”
Apr 24, 2025 negative
Gurley: The US cannot 'win the AI war' because AI is an infinite game
“Almost everyone in the AI space that I see with a microphone in front of them says, The US has to win the AI war. I don't know what that means. And if I guess as to what it means, I don't think it's possible. And so. It's an infinite game, and no one that I ta…”
Apr 24, 2025 negative
Gerstner: Global multi-trillion-dollar tariffs make no sense for reshoring
“What doesn't make a lot of sense to me is that we launched what was kind of this nuclear style tariff war against every country on the planet. And so, just the sequencing of events here, I think is a bit confusing. It should not be this McKinley-style multi-tr…”
Apr 24, 2025 negative
Gurley: South Korea, China build nuclear power at one-fourth US cost
“Korea and China are delivering fission nuclear at one-fourth the price we are, and I think that Korea example, South Korea, is very important because that is a democracy. So here's one country that's authoritarian, one that's a democracy, and they're both achi…”
May 22, 2025 positive
Gerstner: US Secured Trillion-Dollar Investment Deals With Saudi, Qatar, UAE
“In the first five months of this year, we would have gotten a trillion dollar deal signed with Saudi in terms of their investment in the United States, another trillion dollars with Qatar. Another trillion dollars with the UAE. Those are all investments into t…”
May 22, 2025 positive
Gerstner: China already has frontier AI and cannot be stopped
“My opinion, and I think you share this, is China already has frontier AI. Huawei is already there. We have demonstrable evidence of that. And their models are already there. Arguably, their open source models might even be in front of the United States at this…”
May 22, 2025 positive
May 22, 2025
May 22, 2025 negative
May 22, 2025 positive
Gerstner: The US should sell AI chips to China to protect the CUDA ecosystem
“Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei ecosystem and benefit the C…”
May 22, 2025 neutral
Gerstner: Targeted tariffs generate roughly $300B in revenue
“And if you put China at 30% on strategic at 15% on non-strategic and the rest of the world roughly at 10%, you come up with about three hundred billion in tariffs, okay? I just told you that last year tariffs were seventy seven billion, so that's still a forex…”
Jun 6, 2025
Jun 6, 2025
Jun 6, 2025 bearish
Gerstner: Rare earth shortages could disrupt the US economy for six quarters
“If we don't do this, then we're going to have a massively disrupted economy over the next six quarters, slowing down economic growth and causing problems and critical shortages in parts to the military, in parts to our US auto industry, et cetera.”
Jun 6, 2025 neutral
Jul 10, 2025 neutral
Jul 31, 2025 positive
Aug 28, 2025 bearish
Gurley: Protective tariffs will lead to inflation and lower US living standards
“Now your consumers don't have access to those price points, and so you're buying inferior goods at inflated prices, and that's going to lead to inflation and prosperity and standard of living levels dropping in the US.”
Aug 28, 2025 neutral
Aug 28, 2025 neutral
Gerstner: America Must Accelerate Innovation Rather than Try Slowing China Down
“The way to beat them is not to, you know, try to cut them off at the knees. We don't need to make it easy on them. But the United States needs to accelerate our race, and I think by, if we focus too much on how do we slow down China, we take the eye off the ba…”
Aug 28, 2025 negative
Aug 28, 2025 positive
Gurley: China Prioritizes Face-Saving Over Numbers in Trade Negotiations
“China's gonna be far more biased by what they view as
As fair and face saving than they are necessarily like numeric. And so I think if we, if someone were to approach them in a pragmatic way, I think a pragmatic deal could easily get done.”
Aug 28, 2025 bearish
Aug 28, 2025
Gerstner: Blaming China's tech rise on theft breeds US complacency
“If we have this view, the only reason China's competitive or winning is because they're stealing or they're subsidized. I think what that view does is it allows us to delude ourselves into believing we don't need to get better ourselves.”
Aug 28, 2025 neutral
Aug 28, 2025 neutral
Sep 26, 2025 bullish
Sep 26, 2025 negative
Huang: Restricting US immigration as a China hawk is unpatriotic
“It's almost like a badge of honor. It's a badge of shame. There's no question it's a badge of shame. There's no question that although they want what's in the best interest of our country, and we all want what's in the best interest of our country, destroying …”
Sep 26, 2025 bearish
Huang: Drop in Chinese students staying in US is existential crisis
“Definitely see a greater concern of Chinese students who come here and remain here. And, or many of them who come here for school and are thinking about going elsewhere. Many of them thinking about Europe. And so, so I think we need to be super, super concerne…”
Sep 26, 2025 negative
Sep 26, 2025 bearish