U.S.

8 statements across 6 episodes · 1 bullish · 2 bearish · 6 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →

Everything said about U.S., oldest first

Oct 22, 2025
Insight
Sundheim: US markets price turnaround stories far faster than Europe
“Like, the U.S. Is pretty quick at, like, seeing change happening, and then pricing in that change. In Europe, I find you know, once a company, like a company like Rolls had underperformed for so long, I guess that European mutual funds, they just kind of got i…”
Dan Sundheim Oct 22, 2025 ▶ 44:02 Dan Sundheim of D1 Capital on the art of public market investing
Nov 4, 2025 neutral
Assertion Partly supported
Collison: Most foreign banking markets have only three to eight banks
“People in the U.S. Do not have a good mental model for how different the banking ecosystem in every other country is, because the U.S. Is so sweet generous, it's like, 5000 banks or whatever the number is currently in the U.S., whereas every other banking mark…”
John Collison Nov 4, 2025 ▶ 26:31 Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
Nov 11, 2025
Assertion Contradicted
Ricks: Virtually no generic pharmaceuticals are manufactured in the US
“There are no generics manufactured in the U.S. Really.”
Dave Ricks Nov 11, 2025 ▶ 1:19:01 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 25, 2025 negative
Assertion Contradicted
DeWahl: No one is processing nuclear-grade graphite in the US
“The graphite that I brought here is actually from a Japanese company, right? No one's even processing that stuff in the U.S.”
Julia DeWahl Nov 25, 2025 ▶ 43:03 Julia DeWahl of Antares on building nuclear reactors for the US military
Nov 25, 2025 neutral
Assertion Supported
DeWahl: Only 1% of US Nuclear Fuel Was Domestically Mined Over Last Decade
“The last 10 years or so, it's been, like, one percent of nuclear fuel used in the U.S. Was actually domestically mined.”
Julia DeWahl Nov 25, 2025 ▶ 26:38 Julia DeWahl of Antares on building nuclear reactors for the US military
Nov 25, 2025 negative
Assertion Supported
DeWahl: US Buys Almost 50% of Its Uranium From Russia and Ex-Soviet States
“And yeah, we're still buying, like, almost 50% of our uranium from Russia and, kind of, ex-Soviet states.”
Julia DeWahl Nov 25, 2025 ▶ 27:04 Julia DeWahl of Antares on building nuclear reactors for the US military
Mar 5, 2026 bullish
Disclosure
Langley: Flock is deployed in every major US city except Manhattan
“So there's about 17,000 cities in the U.S., and we have all the big ones outside of Manhattan at this point.”
Garrett Langley Mar 5, 2026 ▶ 10:02 Garrett Langley of Flock Safety on building technology to solve crime
Apr 21, 2026
Assertion Supported
Xu: China has over 7M restaurants versus 1M in the US
“China has a lot of restaurants, you know, six, over seven million restaurants, you know, versus what we have here in the U.S. At about a million restaurants in, in comparison, for example.”
Tony Xu Apr 21, 2026 ▶ 15:29 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
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