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United States

also referred to as: us

11 statements across 9 episodes · 6 bullish · 2 bearish · 9 people on the record · first statement Nov 13, 2022 by Alex Hardiman · said 375 times in 117 episodes since 2022 · across every show →

Mentions by year

brought up most by Lenny Rachitsky (91), Gina Gotthilf (20), Marc Andreessen (13), Sebastian Barrios (8), Uri Levine (7), Nabeel S. Qureshi (7), Jeremy Henrickson (7), Dan Shipper (7)

tap a year for its mentions
0075201504020222023202420252026episodesmentions
0204020222023202420252026episodes it came up in
0022044020222023202420252026episodesmentions per episode
2026 31 mentions in 11 episodes 3 per episode
2025 86 mentions in 29 episodes 3 per episode
2024 86 mentions in 22 episodes 4 per episode
2023 137 mentions in 40 episodes 3 per episode
2022 35 mentions in 15 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about United States, oldest first

Nov 13, 2022 bullish
Assertion Supported
Hardiman: Half of the US visited NYT in March 2020
“At the height of the pandemic, when there's just so much confusion about literally what to do, like how to live each day in March, 2020, we saw that half of the country came to the New York times.”
Alex Hardiman Nov 13, 2022 ▶ 46:22 An inside look at how the New York Times builds product | Alex Hardiman (CPO, the New York Times)
Sep 17, 2023
Assertion Contradicted
Lochhead: Starbucks Is the Number One Milk Seller in the US
“They're the number one milk seller in the country. They're a milk company, not a coffee company, but that's, again, a whole other conversation.”
Christopher Lochhead Sep 17, 2023 ▶ 55:35 How to become a category pirate | Christopher Lochhead (Author of Play Bigger, Niche Down, more)
Sep 24, 2023
Insight
Wise needed an 8x to 10x price advantage to trigger organic advocacy
“When we entered markets, like when we entered the US for the first time, if we entered with a product that was priced at say, 5.9%, and the alternative was six, customers would use us, but they wouldn't talk about us. We only got the advocacy when we were eigh…”
Nilan Peiris Sep 24, 2023 ▶ 13:44 How to drive word of mouth | Nilan Peiris (CPO of Wise)
Oct 19, 2023 bullish
Assertion Partly supported
Gotthilf: Tech is one-thirtieth of US GDP share in Latin America
“In terms of percentage of GDP that tech occupies compared to other markets, it's very promising. We're at like one third of India, one 10th of China, one 30th of the United States, meaning that, like, Tech companies can grow a lot so that they occupy that spac…”
Gina Gotthilf Oct 19, 2023 ▶ 9:02 Scaling Duolingo, embracing failure, and insight into Latin America’s tech scene | Gina Gotthilf
Jun 2, 2024 bullish
Assertion Not checkable as stated
Brazil, India, and Indonesia are Canva's fastest-growing top-five markets
“Brazil, India, Indonesia, they're all in our top five markets, and they grow way faster than the US does.”
Cameron Adams Jun 2, 2024 ▶ 50:18 Inside Canva: Coaches not managers, giving away your Legos, and embracing AI | Cameron Adams
Sep 29, 2024 positive
Assertion Contradicted
Lyft built the fourth-largest US car rental fleet in just eight months
“And I think in, in three months we'd built, you know, rental company from the ground up and within eight months, I think we were like the fourth largest rental fleet in the U S.”
Benjamin Lauzier Sep 29, 2024 ▶ 44:03 How marketplaces win: Liquidity, growth levers, quality, more | Benjamin Lauzier (Lyft, Thumbtack)
Sep 29, 2024 negative
Insight
Rigid French labor laws reduce product manager autonomy compared to the US
“I think in France, the market is much less liquid. So it's incredibly difficult to change jobs, and it's very expensive to fire someone in France. So it seems to lead to two effects beyond the obvious job security. One is, I think PMs tend to have less autonom…”
Benjamin Lauzier Sep 29, 2024 ▶ 1:01:15 How marketplaces win: Liquidity, growth levers, quality, more | Benjamin Lauzier (Lyft, Thumbtack)
Sep 29, 2024
Assertion Supported
French tech executive equity is often sub-10% versus over 50% in America
“For exec roles, I think it's often like sub-ten percent of their total compensation. Whereas, you know, in the US it's very often like more than 50% of your competition would be equity.”
Benjamin Lauzier Sep 29, 2024 ▶ 1:03:35 How marketplaces win: Liquidity, growth levers, quality, more | Benjamin Lauzier (Lyft, Thumbtack)
Nov 7, 2024 positive
Assertion Supported
Shopify Powers 10% of US E-Commerce
“So overall we're about 10% of e-commerce in the United States.”
Archie Abrams Nov 7, 2024 ▶ 3:10 Breaking the rules of growth: Why Shopify bans KPIs, optimizes for churn, and prioritizes intuition
Nov 11, 2024 positive
Assertion Supported
Vora: WhatsApp crossed 100 million users in the US last summer
“WhatsApp crossed a hundred million users in the US last summer.”
Ami Vora Nov 11, 2024 ▶ 14:51 Simplify To Win | Lenny & Friends Summit 2024
May 17, 2026 bearish
Assertion Not checkable as stated
Kalinowski: US lacks great actuator companies to support domestic robotics manufacturing
“A lot of people are trying to move production here to the United States, which is very challenging because we don't have great actuator companies here yet, for example.”
Caitlin Kalinowski May 17, 2026 ▶ 17:20 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
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