America

part of Americas

7 statements across 3 episodes · 5 bullish · 0 bearish · 3 people on the record · first statement Feb 24, 2026 by John Collison · across every show →

Everything said about America, oldest first

Feb 24, 2026 positive
Assertion Supported
Collison: More US independent pizzerias launched in 2023 than ever recorded
“By 2023, more independent pizzerias launched in America than in any other year on record.”
John Collison Feb 24, 2026 ▶ 9:23 Stripe’s 2024 annual letter
Mar 5, 2026 bullish
Disclosure
Langley: Flock covers over 6,000 cities and 50% of US population
“Yeah, so it's just over 6000 cities. So it's like well north of 50% of America that's covered by Flock.”
Garrett Langley Mar 5, 2026 ▶ 9:53 Garrett Langley of Flock Safety on building technology to solve crime
Mar 5, 2026 positive
Assertion Not checkable as stated
Langley: Flock Safety cleared over one million US crimes last year
“So we're, last year, we helped clear just north of a million crimes in America.”
Garrett Langley Mar 5, 2026 ▶ 5:26 Garrett Langley of Flock Safety on building technology to solve crime
Mar 5, 2026
Assertion Partly supported
Langley: There are 400,000 legally organized neighborhood organizations in the US
“There's 400,000 neighborhoods in America, and there's no consolidation of, Providing safety for those communities. And when I say neighborhood, that is a, you know, legally binding organization that can sign a contract.”
Garrett Langley Mar 5, 2026 ▶ 3:58 Garrett Langley of Flock Safety on building technology to solve crime
Mar 5, 2026 bullish
Opinion
Langley: Flock Safety has a $5B-$15B domestic US revenue opportunity
“When I look at the domestic opportunity, you know, we should be able to get to five, 10, fifteen billion of revenue. In America”
Garrett Langley Mar 5, 2026 ▶ 48:39 Garrett Langley of Flock Safety on building technology to solve crime
Apr 21, 2026
Assertion Supported
Xu: US food spend flipped from 80% groceries to 60% dining out
“It used to be that in the, you know, these are rough numbers, but in the 19 fifties when the government was measuring this, we would spend in this country, in America, maybe 75 to 80 cents on the dollar on groceries versus restaurants. In present day, you know…”
Tony Xu Apr 21, 2026 ▶ 20:50 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Apr 21, 2026 positive
Assertion Supported
Xu: US restaurant count grew nearly every year for 60 years
“If you looked in, in, in America, in the last 60 years, I think there's only a couple years where the number of restaurants in the current year Didn't exceed that in the previous year.”
Tony Xu Apr 21, 2026 ▶ 16:34 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
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