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America

part of Americas

5 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement May 29, 2014 by James Gutierrez · across every show →

Everything said about America, oldest first

May 29, 2014
Assertion Contradicted
Gutierrez: Credit Card Act slashed addressable credit card market to 17%
“So the Credit Card Act by itself, before, ah, about 50% of households in America were part of the addressable market for credit card lending, and after the Credit Card Act, it's more around 17%.”
James Gutierrez May 29, 2014 ▶ 1:04 James Gutierrez, Insikt // Data Driven #27 // May 2014 (Hosted by FirstMark Capital)
Jan 16, 2019 negative
Opinion
Bloch: US electronic medical records are built for billing, not patient care
“It's all built for billing, especially, especially in America.”
Allon Bloch Jan 16, 2019 ▶ 0:49 Building An Info Layer for Personal Health // Allon Bloch, K Health (FirstMark's Data Driven NYC)
Feb 5, 2026 bearish
Assertion Not checkable as stated
Patel: US cannot build a fully independent fab even for 20-year-old tech
“America could not build a fully vertical fab without stuff from elsewhere, even if it's 20 year old tech.”
Dylan Patel Feb 5, 2026 ▶ 32:14 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 5, 2026
Prediction Not checkable as stated
Patel: Without AI leadership, China will overtake the US as hegemon
“But without AI, China definitely will rise to be the global hegemony. They're just gonna outrun America.”
Dylan Patel Feb 5, 2026 ▶ 40:51 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Jul 9, 2026 positive
Assertion Partly supported
5 million Americans now make a living running solo companies
“And now there's, in America alone, five million people making their living running solo companies. Not like, oh, I just said I was a solopreneur. Like, literally, that is my income supporting my family. And there are hundreds of thousands that are clearing a m…”
Emily Glassberg Sands Jul 9, 2026 ▶ 15:34 The "Token Heist" Wiping Out AI Startups | Emily Sands (Stripe)
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