U.S.

also referred to as: the u.s.

11 statements across 7 episodes · 2 bullish · 4 bearish · 7 people on the record · first statement Sep 30, 2025 by Dylan Patel · across every show →

Everything said about U.S., oldest first

Sep 30, 2025 bearish
Prediction Not checkable as stated
Patel: Without AI Boom, US Would Lose Global Hegemony to China
“I think if we didn't have the AI boom, the U.S. Probably would be behind China and no longer the world hegemon by the end of the decade, if not sooner.”
Dylan Patel Sep 30, 2025 ▶ 1:30:14 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Oct 16, 2025 bearish
Opinion
Wang: America gets AI McKinsey, while China gets AI Foxconn
“And, you know, to be very glib here, I, I'll say that, you know, maybe America gets a much better McKinsey, and China gets a much better Foxconn, and then they're gonna use this much better AI Foxconn to produce a lot more drones and munitions and ships as wel…”
Dan Wang Oct 16, 2025 ▶ 1:17:21 China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
Oct 16, 2025 neutral
Insight
Wang: US builds technological ladders, but Chinese firms climb them
“The U.S., in my words, is really great at setting a lot of ladders in place, but its firms are no longer really great at climbing these ladders. It is really the Chinese firms that are able to climb all of these big technological ladders.”
Dan Wang Oct 16, 2025 ▶ 12:04 China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
Oct 16, 2025 neutral
Assertion Partly supported
Wang: China will add 500GW of solar in 2025 versus US 50GW
“By the end of this year, China is expected to add 500 gigawatts of solar capacity. The U.S. Is expected to add about 50 gigawatts, so just one order of magnitude more.”
Dan Wang Oct 16, 2025 ▶ 47:43 China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
Oct 16, 2025 neutral
Assertion Supported
Wang: China has 33 nuclear plants under construction versus zero in US
“There's 33 nuclear plants under construction in China right now. There's zero under construction in the U.S.”
Dan Wang Oct 16, 2025 ▶ 47:55 China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
Feb 24, 2026 neutral
Prediction Not checkable as stated
Sundheim: Replicating the semiconductor supply chain requires 10-20 years
“I think some understanding of we need 10 to 20 years to replicate this supply chain.”
Dan Sundheim Feb 24, 2026 ▶ 1:18:24 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Mar 10, 2026 positive
Insight
Sankar: Extending drug patents would incentivize pharma to manufacture in the US
“So why don't we manipulate patent length and say, look, drug companies, if you make your worldwide supply of your branded drugs here in the U.S., I will extend your patent length such that you recover two extra capex investment to go do that. That's a simple b…”
Sham Sankar Mar 10, 2026 ▶ 1:05:05 How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
Jun 23, 2026 neutral
Disclosure
Liberty Mutual Investments avoids European expansion, remaining US-focused
“Things we have not really done, we have not expanded much into the European market, largely because we don't think we have the right relationships in place there, the right expertise. And even though that, that particular region is more interesting than it has…”
Vlad Barbalat Jun 23, 2026 ▶ 14:23 Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best
Jul 21, 2026 bearish
Prediction Open · timeframe Dec 2029
Smith: U.S. gas storage will fall below historical minimums by 2029
“When you get to the middle of twenty-twenty-eight, We start to break very materially below in a historical way where gas available in storage has ever been before. And by 20, 29, we dropped below all known historical storage evidence.”
Matt Smith Jul 21, 2026 ▶ 23:00 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
Jul 21, 2026 bullish
Prediction Open · timeframe Jul 2029
Smith: US will supply about one-third of global natural gas in several years
“As the U.S. Will be about a third of global gas supply in several years our allies and other FTA and increasingly non-FTA countries are reliant on-”
Matt Smith Jul 21, 2026 ▶ 8:00 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
Aug 11, 2026 negative
Assertion Open · timeframe Dec 2027
Vishria: China is adding ten times more energy capacity than the US
“The bigger thing to me is that I think China's bringing on 10 times as much energy next year as we are in the U.S.”
Eric Vishria Aug 11, 2026 ▶ 30:05 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
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