United States
also referred to as: u s · us · usa
84 statements across 43 episodes · 27 bullish · 26 bearish · 37 people on the record · first statement Nov 6, 2022 by Saagar Enjeti · said 1,170 times in 180 episodes since 2021 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (584), Ryan Petersen (47), Ranjan Roy (47), Alex Stamos (37), Grace Shao (28), Michael Horowitz (22), Johann Hari (18), Brian McCullough (14)
tap a year for its mentions
2026 355 mentions in 56 episodes 6 per episode
- How China Caught U.S. AI — With Grace Shao
- Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
- Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- AI’s True Cyber Risk: Fable, Mythos, China, and The Rest — With Alex Stamos
- OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
- Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- 48 more episodes that year, every mention in 2026 →
2025 528 mentions in 69 episodes 8 per episode
- Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat
- Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- Why China's AI Strategy Just Might Work — With Grace Shao
- Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- Is AI Really Taking Our Jobs? — With Noah Smith
- Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- 61 more episodes that year, every mention in 2025 →
2024 139 mentions in 29 episodes 5 per episode
- AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
- How Ozempic Changes Our Bodies, Minds, and Economy — With Johann Hari
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
- Salesforce CEO Marc Benioff Has Thoughts on AI Agents, Automation, and The Future of Your Job
- Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
- AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- 21 more episodes that year, every mention in 2024 →
2023 68 mentions in 14 episodes 5 per episode
- Palmer Luckey - Future of Virtual Reality, AI War, Autonomous Killing Machines, Militarized Policing
- David Friedberg — How Technology Solves Our Climate Crisis
- Cruise CEO Kyle Vogt — Self Driving Cars Will 10X Every Year
- Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- Hamas vs. Israel Rewrites Social Media Norms
- Google's DeepMind Wants To Make Human-Level Artificial Intelligence, Says Its Chief Business Officer
- Google's "X" Experimental Unit CEO Astro Teller — The Incredible Promise Of AI & Its Dangers
- Blake Lemoine and Gary Marcus Debate AI Chatbots
- 6 more episodes that year, every mention in 2023 →
2022 60 mentions in 7 episodes 9 per episode
- Saagar Enjeti and Marshall Kosloff on Midterms, Trump, Economy, and Ukraine
- Jonathan Haidt: Why Social Media Makes Our Society Stupid
- Elon Musk Laid Me Off At Twitter: Simon Balmain
- How Amazon Reinvents with Artificial Intelligence
- Facebook Whistleblower Frances Haugen On Product, Competition, And Transparency
- Wait, The Robots Didn't Take Our Jobs? — With Erik Brynjolfsson
- Ethereum Co-Founder Gavin Wood On What Web3 Is Actually Good For
- every mention in 2022, scene by scene →
2021 20 mentions in 5 episodes 4 per episode
- Andrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon Musk
- Arab Spring Leader Wael Ghonim on Modern Social Media's Promise And Peril
- Andrew Callaghan of All Gas No Brakes Goes Independent
- Unraveling The Mystery Of Peter Thiel — With Max Chafkin
- Why Ex-Google Ads Boss Sridhar Ramaswamy is Building An Ads-Free Search Engine
- every mention in 2021, scene by scene →
Everything said about United States, oldest first
Nov 6, 2022 bearish
Nov 6, 2022 bullish
Feb 15, 2023 neutral
Apr 4, 2023 negative
Luckey: Stronger US deterrence would have changed Ukraine, Taiwan, and Hong Kong
“And if we had been in a better place, not just the United States, but our partners, I think that things would, I think things would be very different in Ukraine. They would be very different in Taiwan. Maybe they'd even be different in Hong Kong.”
Apr 4, 2023 positive
Apr 4, 2023 neutral
Apr 4, 2023 positive
Jun 29, 2023 negative
Teller: Missing digital grid maps cause 10-year delays for connecting solar power
“If you go to a system operator and say, show me the digital map of where every inverter, every transformer, every wire is in your grid, they will just say, we don't have that. And that's why it takes them 10 years. When you wonder why there are 10 year waits i…”
Apr 4, 2024 positive
Apr 29, 2024 positive
May 15, 2024 bearish
China developing AGI first would grant massive military leverage over the US
“In the world where they happen within a few years, I think what you're looking at is China has a ton of leverage over the United States because they, one of the things future AI could unlock is things like pocket nukes, right? And so China is ahead. They could…”
Sep 4, 2024
Sep 4, 2024
Sep 4, 2024 negative
Sep 6, 2024
Nov 20, 2024 positive
Scaringe: Rivian R1S is the best-selling premium SUV in California
“The R one S is actually the best selling premium SUV in the state of California, not the best selling premium electric SUV, the best selling premium SUV period in California across the whole U S it's the best selling premium electric vehicle.”
Dec 11, 2024 bearish
Dec 11, 2024 positive
Wang: US leads China in AI algorithms and compute, but data contested
“If we were to rack and stack versus China, we're ahead on algorithms. We're ahead on compute computational power, thankfully due to a lot of the export controls that the commerce department has put in place. And then on data, it's a little bit of a jump ball.”
Dec 11, 2024 neutral
Dec 11, 2024 bullish
Dec 11, 2024 bullish
Wang: US must possess superior AI to prevail in conflict with China
“If you believe that there's some potential of some kind of conflict over Taiwan or other, some kind of other, like, hot conflict between the US and China then we really, the United States needs to ensure that we have the best possible AI technology to ensure t…”
Jan 27, 2025 neutral
U.S. chip restrictions forced Chinese AI innovation through compute scarcity
“The constraints that were put in place by the US because of the, you know, everything going on with chip constraints and sort of forcing AI companies not to export to China you know, led to sort of this very interesting cauldron that I think could only happen …”
Jan 29, 2025 negative
Hoffman: Precautionary regulation causes Europe to lag the US and China
“The problem with most people's default modes of regulation, including a lot of regulators and including a lot of European regulators is you say, well, our job is to protect bad things from happening. And by the way, the simplest way to do that is to prevent an…”
Jan 29, 2025 positive
Hoffman: US export controls are right response to Chinese mercantilism
“And I do think that the, it's the right thing for the U S to be doing, given that China is generally taking a kind of a mercantilist competitive position. And I think that's something that the U S and other you know, kind of countries Europe and everything els…”
Feb 19, 2025 positive
Feb 19, 2025
Mar 28, 2025 neutral
Hendrycks: Russia and China may threaten US data centers over superintelligence progress
“If the US were pulling ahead both Russia and China may have a substantial interest in saying, hey, cut this out. Pulling ahead to develop super intelligence, which could give it a huge advantage and an ability to crush crush them. They'd say, you don't get to …”
Mar 29, 2025 negative
Kantrowitz: European AWS Risk From US Geopolitics Is Far-Fetched
“A world where the US, things get so bad between the US and Europe that your AWS stack is at risk is to, I mean, maybe I'm not imaginative enough, but is to me so far-fetched that I can't fully I wouldn't say a company would begin to change its strategy on it”
Apr 7, 2025 bearish
Petersen: April 17 fees on Chinese-made ships will disrupt ocean freight
“We have on April 17th, no one's talking about it right now, but they're in 10 days, they're going to impose fees on ships made in China when they make a port call in the US. It's going to totally rearrange the shipping networks and make ocean freight incredibl…”
Apr 16, 2025 neutral
Apr 16, 2025 neutral
Apr 16, 2025 bearish
May 5, 2025 neutral
Jun 4, 2025 bullish
Jun 4, 2025 bullish
Jun 4, 2025 bearish
Scaramucci: Deficit spending plus trade isolation will drive capital from US
“So, if you have big, beautiful spending, And you have an American Brexit at the same time where you're trying to isolate us from the rest of the world. You're going to cause capital movement on the margin to move away from the United States.”
Jun 4, 2025 positive
Scaramucci: U.S. held 26% of global GDP despite continuous trade deficits
“If what this gentleman was saying is a hundred percent true, we would have had a downward shift in our economic supremacy. We would have had a downward shift in the supremacy of the dollar, and we didn't have that. You've had, 1980 to today, 45 years, 26% of t…”
Jun 25, 2025
Jun 25, 2025 neutral
Jun 25, 2025 neutral
Jul 2, 2025 negative
Jul 2, 2025 positive
Noah Smith: US Wage Inequality Has Decreased for Over Ten Years
“Right around the time that this thesis started becoming very well accepted and popular, wage inequality started to go down and wages started rising more at the bottom of the distribution than at the middle or top. And so we've seen that for now over 10 years. …”
Jul 2, 2025 negative
Noah Smith: Social media drove polarization by eliminating geographic and ideological segregation
“I think it's primarily social media. I think that social media so, so I think that Americans, America was this very big, diverse country. You had ideological diversity. We had geographic diversity, not just like racial diversity, which is what we typically thi…”
Jul 11, 2025 bearish
Jul 11, 2025
Jul 11, 2025
Petersen: US tariffs on China will jump to 54% in August without a deal
“I mean, 30% from China, it's set to go back to 54%. On August 18th, I want to say 18th is the ninety-day, it's because it's just a pause on the China stuff, so you had a pause of 90 days from April eightth for rest of China. You had a ninety-day pause till Jul…”
Jul 11, 2025 bearish
Petersen: Component Tariffs Hurt US Manufacturers Producing for Export
“Well, you have to import the goods and pay duties on the components, and then, ah, your product is now more expensive to produce, and if you instead produce that, those goods in Mexico that didn't have the tariffs on Chinese goods, you wouldn't, your cost woul…”
Jul 11, 2025 negative
Petersen: Fast-Changing Tariff Policy Paralyzes Corporate Reshoring Plans
“The result is we're not giving the market enough clarity of what the tariffs will be when, and so, if you did want to move back to the U.S., you're just kind of paralyzed right now, because the environment's changing so fast.”
Jul 11, 2025 neutral
Petersen: De minimis volume grew from 100k to 4M daily packages
“It went from, see if I can remember my stats on this, it went from a 100,000 packages a day to four million packages a day in the last decade, clearing under de minimis. Now to, 70% of that was China, so now, you know, we've eliminated 70% of that in the last …”
Jul 11, 2025
Jul 11, 2025 positive
Petersen: Ending de minimis is creating fulfillment jobs in the US
“And the immediate result is a huge surge of needing to put fulfillment, wanting to put fulfillment back in the United States. There's no reason to fulfill from Tijuana. It's pretty far. You're shipping to New York from Tijuana. You're better off having a fulfi…”
Jul 11, 2025 negative
Petersen: Tariff anomaly forced US bicycle maker overseas after ten years
“Bicycles can be imported duty free, but bicycle components cannot.
so they've decided after a decade of manufacturing in the U.S. That they now have to produce overseas because they can import the finished goods and not pay duty, but if they import the compon…”
Jul 16, 2025 bearish
Jul 16, 2025 positive
Jul 16, 2025 positive
Jul 16, 2025 positive
Rice: The US Has No 'Plan B' for Fundamental Research Outside Universities
“Commercial entities can't wait, and so having the fundamental research in universities, absolutely critical, and my concern is we don't have a plan B. You know, if it's not going to be done in universities, where is it going to be done?”
Jul 16, 2025 positive
Rice: US Will Win the Global Talent Race If Welcoming
“I still think we'll win on the battle for talent. If we don't say to people you aren't welcome, they're going to find the place that it's best to do this, because these researchers are driven by a sense of mission to do their work at the highest levels, and it…”
Jul 16, 2025 neutral
Jul 16, 2025 negative
Jul 16, 2025
Jul 16, 2025 negative
Rice: US Has Overpaid for NATO and Global Defense Commons
“I think what's happened over time is the United States has borne the brunt of, ah, what George Shultz called the security commons. We did We were the ones who defended the sea lanes. We more than overpaid for NATO's defense. We more for than overpaid for defen…”
Jul 16, 2025 bearish
Jul 28, 2025 bearish
Sep 10, 2025 neutral
Oct 1, 2025 neutral
Nov 25, 2025 neutral
Nov 28, 2025
Dec 10, 2025 bullish
Dec 23, 2025 positive
Jan 16, 2026
Mar 6, 2026 positive
Horowitz: Autonomous weapons will be essential in communication-denied conflicts
“And in what the military would call a degraded or denied communication environment, something like an autonomous weapon system will be essential. For all the, for lots of different kinds of weapons to be able to operate, and, you know, algorithm, algorithmic o…”
Mar 12, 2026 bullish
Mar 16, 2026 bearish
Mar 18, 2026
Sorkin: Post-WWII middle-class American dream was a historical aberration
“I actually think that was a historical aberration. That was not the way it used to be. If you look at the 19 twenties, it was not like that. You look at the 19 thirties, it wasn't like that. The leave it to be for American dream that I think this individual is…”
Mar 18, 2026
Sorkin: Prediction market speculation is driven by US wealth inequality
“One of the reasons why people are moving to prediction markets and moving to what I would describe as the sort of a lottery ticket approach to life. It's a little bit YOLO. Is a function of the inequality that we have in this country.”
Mar 26, 2026
Warner: Any data center regulatory deal in Virginia will be copied nationwide
“The state battle that's going on in Virginia right now, I've said to the industry, you guys got to watch this because we are the mother load of data centers. And if there is some adjustment of the kind of economic deal that's going to happen in Virginia, that …”
Apr 15, 2026 positive
Pentagon incorporates Ukrainian companies to onshore drone manufacturing and tactics
“We just launched our drone dominance program, and I think there was two Ukrainian companies in it. We're gonna, like, you know, onshore manufacturing here and take some of the learnings with them here to help us with our kind of smaller drone you know scenario…”
Apr 22, 2026 negative
Véliz: The safest countries globally are not the most surveilled
“The safest countries in the world are not the most surveilled ones. So Spain is one example. It has some of the lower statistics for any kind of crime, including homicide and so on, violent crimes. And it's not better surveilled Than the US or the UK. And in f…”
May 22, 2026 positive
May 25, 2026 bearish
Kantrowitz: AI communication failures will cause political moratoriums and data center blocks
“Like, you're not, the botching of the storytelling on this front, and you know, we talk a lot about comms, so fine, get the criticism, but like, this is gonna have real implications. You're gonna have candidates talking about kill switches, moratoriums, you're…”
Jun 22, 2026 bullish
Roy: Due to cost, DeepSeek is discussed in every AI agent conversation
“The conversation around moving towards deep seek and adding it into your agentic process or adding Chinese models did not exist in any conversation I was in 12 months ago and now is in almost every conversation, at least as an option, because cost has become s…”
Aug 3, 2026 negative
Aug 3, 2026 neutral
Beck: AI Growth Will Halt Without Water Recycling and Renewables
“There will be no AI if we can't reuse the water, there will be no power if we can't use more renewables as well going forward, and there will be no data center if we don't have people in community in democratic countries like the United States that are saying,…”
Aug 3, 2026 neutral