United States
also referred to as: the us · us
42 statements across 17 episodes · 13 bullish · 16 bearish · 16 people on the record · first statement Jul 9, 2025 by John Collison · said 363 times in 26 episodes since 2025 · across every show →
Mentions by year
brought up most by John Collison (117), Casey Handmer (30), Dave Ricks (24), Dan Sundheim (21), Tony Xu (16), Patrick Collison (16), Garrett Langley (14), Ben Thompson (13)
tap a year for its mentions
2026 129 mentions in 13 episodes 10 per episode
- The economics and trends of the restaurant industry, with Tony Xu of DoorDash
- Stripe’s 2024 annual letter
- Garrett Langley of Flock Safety on building technology to solve crime
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
- Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- What comes after smartphones, with Evan Spiegel of Snap
- Stripe’s 2025 annual letter
- 5 more episodes that year, every mention in 2026 →
2025 234 mentions in 13 episodes 18 per episode
- Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- Dan Sundheim of D1 Capital on the art of public market investing
- UK Budget 2025: Stripe + Startup Coalition
- How to build a $16B car company with RJ Scaringe, founder of Rivian
- Julia DeWahl of Antares on building nuclear reactors for the US military
- A Cheeky Pint with serial entrepreneur Pieter Levels (@levelsio)
- 5 more episodes that year, every mention in 2025 →
Everything said about United States, oldest first
Jul 9, 2025 negative
Collison: Non-standard European labor laws hinder small cross-border startups
“One is where the regs are just bad, and the second is where the regulations are not standardized, where places where, you know, employment law is really annoyingly different across European countries, and so if you're a ten-person startup and you employ people…”
Aug 29, 2025 bearish
Osika: Low ambition levels are the biggest problem for European tech startups
“The ambition level is the biggest problem, I think. Like, there's fewer people that are, like, super ambitious, like, okay, this is a unique opportunity in the history of mankind, and we're here to build the best way to build software applications with AI. Ins…”
Aug 29, 2025 bearish
Oct 1, 2025 bearish
Andreessen: AI job displacement will be slowed dramatically by licensing and unions
“The employment shifts everybody's worried about are actually not going to happen at anywhere near the velocity people think because it's like, you know, a significant, significant percentage of jobs in the US literally are, you know, licensed or unionized or c…”
Oct 14, 2025 positive
Oct 14, 2025 positive
Scaringe: Rivian captures 35% US market share in premium electric SUVs
“If you draw the boundary diagram around electric premium vehicles, so like premium SUVs that are over 70,000 dollars, we're by far the best-selling vehicle in that class of vehicles, so we have about 35% market share as we draw that boundary diagram”
Oct 14, 2025 neutral
Oct 14, 2025 neutral
Scaringe: Tesla holds 50% US EV share while EVs make up 8% of sales
“You know, the best measure of, I think the under investment in this space and the lack of highly compelling product is that there's a single company, Tesla, that still has around 50% market share in the United States. The United States is at around eight perce…”
Oct 22, 2025 bullish
Oct 22, 2025 bullish
Oct 28, 2025 positive
Handmer: US must maintain domestic electronics manufacturing via automation to rapidly prototype
“If you want to have the ability to, like, rapidly prototype electronic systems, you've got to have that here, servicing, servicing the US market, which is the strongest consumer market on earth. There's no reason you can't do it. No, you don't want to have, li…”
Oct 28, 2025 negative
Oct 28, 2025 bullish
Oct 28, 2025 negative
Handmer: The idea the US is intrinsically uncompetitive in manufacturing is crap
“This whole idea, like, comparative advantage, that the United States should just be intrinsically bad, or, like, uncompetitive at certain kinds of things, is crap. Like, this has every advantage it could possibly want.”
Oct 28, 2025 neutral
Cheap energy lets China outproduce the US in metals by up to 100x
“We're already in a situation right now where China is outproducing the United States on all the metals, like steel, aluminum, magnesium, and so on and so forth, by, like, a factor of between 10 and a hundred, because they're, Energy is cheap”
Oct 28, 2025 bearish
Oct 28, 2025 negative
Nov 11, 2025 bullish
Nov 11, 2025
Nov 11, 2025 neutral
Nov 11, 2025
Nov 25, 2025 neutral
Nov 25, 2025
DeWahl: Antares Did Not Seek Foreign Regulatory Jurisdictions
“You know, we really didn't. It felt like there was enough signal that we would be able to, you know, get through regulatory, right, and see some positive change. There was enough to basically demand signal within the US, and it's, I don't know, we take pride i…”
Nov 25, 2025 positive
Nov 28, 2025 negative
Iqbal: US celebrates failed founders while UK press brings doom and gloom
“Just in the U S you get praise. If you're a second or third time failed founder, another investor will bet on you again, because okay, you've done it two, three times here. It's just doom and gloom. If you fail, the press are all over you know?”
Nov 28, 2025 negative
Depledge: UK healthtech moves to US due to NHS procurement friction
“Most of the reason that our health tech companies leave and go to the US is not because they can't raise the money. It's because the NHS makes them jump through about a billion different hoops to get onto their, like, framework, and it's just much easier to go…”
Feb 12, 2026 negative
Feb 17, 2026 bullish
Glyman: Ramp powers over 2% of US business card transactions
“I believe today, ramp powers more than two percent of all corporate and small business card transactions in the United States, which is amazing for a business that, you know, ah, the product you couldn't even sign up for it six years ago.”
Feb 17, 2026 negative
Feb 24, 2026 negative
Feb 24, 2026 bearish
Collison: US productivity reached $104/hr versus $85/hr in Europe
“While the economies of the US and Europe were similarly productive in 1990, there has since been a stark divergence, with US productivity per hour works reaching 104 dollars, as compared with a plateau of something closer to 85 dollars per hour in Europe.”
Feb 24, 2026 bearish
Feb 24, 2026 bearish
Mar 5, 2026 positive
Mar 24, 2026 bullish
Mar 24, 2026
Waymo runs 3,000 cars delivering 500k rides and 4M miles weekly
“We have about 3000 cars on the roads. We're doing about half a million rides per week. It, that translates to about, you know, over four million fully autonomous miles per week. We are operating in a fully autonomous mode in 11 cities in the US and 10 of those…”
Apr 21, 2026 positive
Xu: DoorDash has run drone deliveries in Australia and plans US/EU rollouts
“We've been doing drone deliveries actually for a couple years now. Mostly outside of the United States. Outside of the U.S. Places like Australia you know we're gonna bring them to Europe, bring them to the United States as well.”
Apr 21, 2026 neutral
Apr 21, 2026
Apr 21, 2026 neutral
Xu: Retail in Europe is far more concentrated than in the US
“Yeah, in the U.K., in Germany, in France, in a lot of European countries actually, this is more the norm than the exception, whereas in the U.S. You have, you know, maybe hundreds of different big brands that, that, that, that are strong in certain regions, bu…”
Apr 27, 2026 positive
Snap builds the most sensitive Spectacles components in the US and UK
“We build,
You know, some of the most important components for specs in the U S and in the UK. So we've really thought about building some of the most IP sensitive components, some of the most sophisticated components in the U S and the UK, where we can sit th…”