United States, every mention
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every year anyone John Collison 117Casey Handmer 30Dave Ricks 24Dan Sundheim 21Tony Xu 16Patrick Collison 16Garrett Langley 14Ben Thompson 13RJ Scaringe 12Pieter Levels 10
Verbatim, from the transcripts: the passages where United States comes up
What comes after smartphones, with Evan Spiegel of Snap
- ▶ 44:46 Evan Spiegel And I think what's so fascinating, I think now there's been maybe three or more of them, one out of Australia, I think one out of, uh, the Netherlands or something, one in the U.S., that show that Snapchat actually has a positive impact on… 2 times in the scene
- ▶ 57:47 Evan Spiegel Not the US. 2 times in the scene
- ▶ 1:01:00 John Collison In the context of building hardware, one thing I hear from people who do it is that it's harder in the U.S. because of the supply chain dynamics, and in particular, you know, if you're making stuff in Shenzhen, there's a, you know, company… 5 times in the scene
The economics and trends of the restaurant industry, with Tony Xu of DoorDash
- ▶ 0:11 John Collison He's grown the business from a Stanford side project into America's dominant food delivery platform, and is now pushing into everything from grocery to retail to autonomous vehicles and financial products for gig workers.
- ▶ 10:48 John Collison Thinking more about this ecosystem, food delivery is very popular in the United States. 5 times in the scene
- ▶ 15:29 Tony Xu And so I think, um, in, in the case of, back to your point around China, 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… 2 times in the scene
- ▶ 19:21 Tony Xu So, you know, in, in, in the case of, um, you know, some of these large brands, you know, uh, the big QSRs that you've heard of, um, which, you know, represents almost 50 cents on the dollar of restaurant spend in, in, in, in a place like… 2 times in the scene
- ▶ 45:12 Tony Xu There's tens of millions of items literally inside, you know, these cities, whether it's in the US or different countries within Europe, other parts of the world. 3 times in the scene
- ▶ 54:21 Tony Xu For example, sadly there are shootings, um, particularly in the United States, and there was one shooting
- ▶ 1:09:52 Tony Xu You know, we predominantly are non-autos in, in the city of London, um, which is very different in, in, in the States as an example. 7 times in the scene
- ▶ 1:25:28 Tony Xu And, you know, we have some of that here in the U.S., uh, to, to be fair.
The history and future of AI at Google, with Sundar Pichai
- ▶ 24:18 Elad Gil Do you think the US economy is bigger because of AI? 2 times in the scene
- ▶ 29:07 Sundar Pichai I think for the US, I think it's a particularly important thing.
- ▶ 40:36 Sundar Pichai In some reasonable time period, like, forty million Americans will have access to a Bing delivery service, right?
Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
- ▶ 13:03 Christina Cacioppo If you're a European company selling to Americans, you'll start with SOC- two. 2 times in the scene
- ▶ 17:15 Christina Cacioppo Um, I mean, Vanta as a product in general does kind of even better in Europe and better than you would guess for an American, for a California company that doesn't have European roots. 2 times in the scene
- ▶ 20:59 Christina Cacioppo And that energy is like mostly dissipated, especially in the United States.
The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo
- ▶ 1:26 Dmitri Dolgov And I remember talking to my mom and saying, she, she, you know, in fact, I got my green card here in the U.S. before I went back, and she insisted that I do it, and I was, actually at the time, I wasn't thinking of coming back, but then I… 2 times in the scene
- ▶ 28:09 Dmitri Dolgov We really wanted to take a huge bite out of that operating domain, and we collected data all over the United States, all different states, different cities. 2 times in the scene
- ▶ 40:49 Dmitri Dolgov More cities in the United States, and going internationally.
- ▶ 47:03 Dmitri Dolgov Uh, we are operating in a fully autonomous mode in 11 cities, uh, in the US, uh, and 10 of those, uh, we have, uh, riders.
- ▶ 54:53 John Collison Be able to get Waymo at any address that has USPS service in the US, or will there be some head tail dynamic where Ketchkin Alaska is just never worth it?
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
- ▶ 0:20 John Collison They spent four years pre-launch fighting for regulatory approval to build the first onshore prediction market in the U.S., and now trade more than ten billion dollars each month in prediction contracts.
- ▶ 2:46 Luana Lopes Lara It was, can we do this legally in the US? 3 times in the scene
- ▶ 13:05 Luana Lopes Lara Like, the polls were completely wrong, um, and the markets were so much better at bringing that sort of information, and I think that, um, it's the shining example of why these markets are forced for good, and we need to have them in the…
- ▶ 38:49 John Collison CalShe has built a new kind of marketplace where real world outcomes are traded, like whether the U.S. will confirm whether aliens exist before twin-twenty-seven.
- ▶ 53:58 John Collison And, you know, we have this, especially in the US where there was a lot of legalization of sports betting over the past 10 years, and there's some data on that.
- ▶ 1:07:43 John Collison There's a bit of like an Iowa, New Hampshire effect here where, you know, in presidential elections in the U.S., there's like some big name leading into the election.
- ▶ 1:13:20 Tarek Mansour Innovation needs to happen in America. 3 times in the scene
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- ▶ 37:59 Bret Taylor If you imagine, like, I haven't tracked, like, the market share of all the big U.S. telcos, but, you know, uh, if you look at T-Mobile, Verizon, AT&T, and you tracked it over the past 10 years, you end up with, like, surges in market share…
Garrett Langley of Flock Safety on building technology to solve crime
- ▶ 3:58 Garrett Langley Yeah, well, I mean, if you, if you think about it, um, in the classic, I don't know who gets credit for it, you know, there's 400,000 neighborhoods in America, and there's no consolidation of,
- ▶ 5:26 Garrett Langley So we're, last year, we helped clear just north of a million crimes in America. 3 times in the scene
- ▶ 9:55 Garrett Langley Um, so it's like well north of 50% of America, um, that's covered by Flock. 6 times in the scene
- ▶ 17:11 Garrett Langley Um, and that's a, you know, CSV file that gets sent around on FTP servers across the US.
- ▶ 29:36 Garrett Langley There are thousands of cities in America that have banned law enforcement from using facial recognition.
- ▶ 32:37 John Collison Is crime up or down in the US?
- ▶ 48:50 Garrett Langley In America, and like, we're not. 2 times in the scene
- ▶ 52:54 John Collison As I think about your competitive landscape in the US and companies that sell to law enforcement, I think about Axon, which people would associate with making the body cameras, uh, but they make lots of it and tasers, I think, but they… 2 times in the scene
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- ▶ 37:47 Reiner Pope Like, an American capitalist might say, well, they're just, they're just screwing up.
Stripe’s 2024 annual letter
- ▶ 2:20 John Collison The US corporate sector is both a cradle of invention and a densely populated graveyard of companies that had fabulous futures in their pasts.
- ▶ 9:13 John Collison From 2005 to 20 17, independent pizzerias in the United States saw a decline in numbers as the industry franchised. 5 times in the scene
- ▶ 19:22 John Collison The petrodollar system refers to agreements between the US and Gulf states, originally just Saudi Arabia, 4 times in the scene
- ▶ 21:02 John Collison 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… 10 times in the scene
Stripe’s 2025 annual letter
- ▶ 2:17 John Collison Today, the most profitable third of publicly listed companies in the United States accounts for two-thirds of the total market capitalization, the highest share since data began in 1963. 5 times in the scene
- ▶ 8:00 John Collison 12 years after launching Chime, you can only open a new Chime account from inside the United States.
- ▶ 13:05 John Collison The US fared slightly better with easier access to capital from non-bank lenders 2 times in the scene
Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- ▶ 2:59 Eric Glyman In the United States, the average business. 2 times in the scene
- ▶ 32:24 Patrick Collison As you're hearing from Eric, Ramp has become the default way a lot of American companies manage spend.
- ▶ 33:46 Eric Glyman Uh, you know, refined economic way of wording the questions, and, you know, uh, they would come back with these pronouncements saying, a single digit percent of businesses in the US have adopted AI. 6 times in the scene
- ▶ 51:44 Eric Glyman I believe today, ramp powers more than two percent of all corporate and small business card transactions in the United States, which is amazing, um, for a business that, you know, ah, the product you couldn't even sign up for it six years…
- ▶ 1:07:46 Eric Glyman You know, on checking accounts is .7%, uh, in the US.
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 2:58 Ben Thompson I think you were gonna ask me about difficulties moving to the States.
- ▶ 9:57 Ben Thompson As someone who buys way too many products off of Instagram, and by the way, one of the great things I'll be back to the U.S. 2 times in the scene
- ▶ 24:28 Ben Thompson I would write about them occasionally in the context of US tech companies. 5 times in the scene
- ▶ 46:30 Ben Thompson U S companies don't do that. 3 times in the scene
- ▶ 59:28 Ben Thompson And all of cable television started in small town, rural America to get TV from the big cities.
- ▶ 1:20:49 Ben Thompson Uh, if you want to be optimistic, that's the sort of thing that America has always done well.
UK Budget 2025: Stripe + Startup Coalition
- ▶ 1:18 Kanishka Narayan Um, it feels like we're doing quite a lot across government on tech and AI, but for some reason, the, uh, the, the situation is Britain is the inverse of the U S where the narrative drags reality up into the future. 3 times in the scene
- ▶ 9:32 Alex Depledge Most people get on a plane to the US, or they sell too early, or worse, they, you know, they, like, they enter the valley of death and die. 2 times in the scene
- ▶ 12:24 Dom Hallas And, you know, you talked earlier about the kind of vibe shift and how we start to tell a more positive story and that we have the opposite problem of the U S sometimes where the policy in the U S is crap, but the vibe is better. 3 times in the scene
- ▶ 19:14 Alex Depledge That is really powerful, because most of the reason that our health tech companies leave and go to the US is not because they can't raise the money. 4 times in the scene
- ▶ 22:45 Kanishka Narayan It's just like, across the board, we've just thrown the kitchen sink at it, and all these US guys are saying this is like a global leadership moment.
- ▶ 32:57 Merva Iqbal Whole thing is just about, you know, culturally, because I spent a lot of time in the U S because obviously the U S is the biggest place for startups. 2 times in the scene
- ▶ 35:06 Merva Iqbal I think there's no doubt that there is definitely a scale of capital gap here for sure compared to the U S is a lot more deeper pockets. 5 times in the scene
- ▶ 42:47 Merva Iqbal Just in the U S you get praise.
Julia DeWahl of Antares on building nuclear reactors for the US military
- ▶ 0:00 John Collison The U.S. did have this long-running anti-nuclear bent. 2 times in the scene
- ▶ 12:49 John Collison Okay, so you just view it as a part of the general anti-nuclear swing, uh, and that's also led to, you know, the, uh, cessation of construction of new nuclear plants in the U.S. and everything like this, uh, just your corner of the market… 3 times in the scene
- ▶ 24:18 Julia DeWahl Do you know the US? 2 times in the scene
- ▶ 26:33 Julia DeWahl I mean, there was at one point, like, couple of mining operations going in the US where, um, 4 times in the scene
- ▶ 35:01 John Collison A lot of it gets built on military, U.S. defense contracting.
- ▶ 40:55 Julia DeWahl There was enough to basically demand signal within the US, and it's, I don't know, we take pride in also building for our country, right?
- ▶ 42:12 John Collison Movement towards reassuring, uh, manufacturing in the U.S. and various blockers people talk about to that between, uh, supply chain is difficult, and you know, you've talked about in the fuel context, but also supply chain for… 3 times in the scene
- ▶ 44:47 John Collison Yeah, I mean, it's so striking the big trend in the US right now, being that grid demand was flat,
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 32:10 Satya Nadella So I think one of the things that's glossed over, of course, stateside, United States, we're building a lot.
Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- ▶ 0:29 John Collison What would you guess the average caloric consumption per day in America is?
- ▶ 7:02 Dave Ricks And then I had a moment where one of the projects I worked on became a medicine in the US and my mother was diagnosed with a condition and she got put on it.
- ▶ 10:39 Patrick Collison You know, the median US wage is 60,000 dollars. 8 times in the scene
- ▶ 22:28 Dave Ricks And I think in, in past times, yes, you can take the, the 2000 aughts in the US where there were two big controversial drug approvals that were later retracted.
- ▶ 28:16 Dave Ricks Now today, in today's environment, we're in the flip, the complete flip, especially in the, here in the US where there's food everywhere. 2 times in the scene
- ▶ 33:09 John Collison I sometimes think about, you know, off-label use is, you know, very valuable in the US system.
- ▶ 34:06 Dave Ricks In the US, the most expensive healthcare system in the world, we spend 10 cents on the dollar on medicine. 6 times in the scene
- ▶ 41:07 John Collison There's the much discussed, like maybe the top discussed, um, topic in pharma that people know about generally is, uh, pharma pricing the disparity between the US and internationally. 10 times in the scene
- ▶ 48:50 John Collison One of the biggest shortcomings of the US healthcare system, in my view, and one of the biggest critiques you can have, is none of the numbers mean anything. 9 times in the scene
- ▶ 58:27 Patrick Collison The, uh, home of Genentech, uh, and to some significant, significant extent of the US biotech sector.
- ▶ 1:07:48 Patrick Collison Where does this go, and is there a US biotech sector in 20 years, or like electronics manufacturing, does the whole thing just go to China? 6 times in the scene
- ▶ 1:18:40 Dave Ricks I think on the whole, the generic environment in the US, which is the most developed in the sense of, um, percent of medicines consumed and the cheapest in the OECD. 5 times in the scene
- ▶ 1:33:54 Dave Ricks Well, today in the US, we probably have ten million people, maybe 12, if we include the compounded market, the non-approved drugs. 3 times in the scene
- ▶ 1:41:53 Dave Ricks Uh, the person who was running our U.S. business, commercial business, directly, uh, retired, and I didn't have a suitable candidate internally, so I thought it'd be a good idea to go back to that job I used to do, and be the CEO at the… 3 times in the scene
- ▶ 1:48:35 Dave Ricks And self-care is an innate desire, and I don't think the payment system is going to fully cover all this, but a lot of people are willing to pay, and it's not just the US. 3 times in the scene
- ▶ 2:02:01 John Collison And you were rotated across, you know, the business, you run China, you run the US business.
Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- ▶ 7:16 John Collison Maybe you guys can level set for people what's actually working because like consumer retail payments in the US are not, you know, the hotbed of stablecoin innovation. 6 times in the scene
- ▶ 13:21 Zach Abrams Yeah, that's what, I mean, one of the things I'm most optimistic about is you have, like the financial world before, if you wanted to expand into a bunch of different countries, you had to uniquely build your US infrastructure, uniquely… 3 times in the scene
- ▶ 14:32 John Collison You know, U.S. dollars are not that big a share of global currency balances, but the, you know, U.S. dollars are 95 plus percent of steelbook coin balances. 6 times in the scene
- ▶ 18:58 Zach Abrams I think in, in like a free market, then what we would resolve to like, 90% US dollars or something.
- ▶ 22:59 John Collison The way I've been explaining to people is, I feel like it's pretty common that you have very network effective products that are adopted first internationally, and then come into the US. 10 times in the scene
- ▶ 27:14 John Collison Who will build the successful Neobank in the US? 3 times in the scene
- ▶ 47:33 Henri Stern And I think, you know, as a French, for like, being a French person in the US, like, it's stark to see the difference between how people interact with money as a thing.
- ▶ 49:34 Zach Abrams Because now all these folks are interested in launching stablecoins and now people realize there's license for them to participate in the market and this market is likely going to be very big and, ah, a permanent part of the US financial…
- ▶ 54:12 Zach Abrams So like, let's say you're a large global company and you have a business, and I was actually talking to, to, to one such company, you have a, you have, you have business in the U.S., and then you have a business in, ah, in Brazil. 3 times in the scene
- ▶ 56:53 Henri Stern So much broader US customer base, much broader fintech base, um, and then much larger companies who are now engaging in this.
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