U.S.

also referred to as: the u.s.

14 statements across 14 episodes · 7 bullish · 1 bearish · 14 people on the record · first statement Dec 5, 2013 by Matt Ocko · across every show →

Everything said about U.S., oldest first

Dec 5, 2013 neutral
Prediction Not checkable as stated
Matt Ocko: Europe will rival US tech if it fixes its regulations
“Handle those three things, and Europe will easily be a rival of the U.S. In the next 20 years. In startups and tech. Don't handle them, and it stays a backwater.”
Matt Ocko Dec 5, 2013 ▶ 1:21:03 Panel: Big data and VCs (Accel, IA Ventures, Data Collective) // Data Driven NYC #8// Oct 2012
Dec 5, 2013 positive
Opinion
Lonsdale: Tel Aviv and Seoul are top international tech innovation hubs
“If you're gonna go outside of the U.S., I think probably Tel Aviv and Seoul are the two strongest innovative areas in my opinion from what I've seen.”
Joe Lonsdale Dec 5, 2013 ▶ 25:51 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Feb 18, 2015 positive
Assertion Not checkable as stated
HealthTap network includes over 66,000 licensed U.S. physicians
“We have a network with more than 66,000 physicians, ah, U.S. Licensed physicians in good standing”
Ron Gutman Feb 18, 2015 ▶ 3:48 Ron Gutman, HealthTap // On-Demand Medical Care // Data Driven NYC (FirstMark Capital)
Jun 19, 2015 positive
Assertion Contradicted
Bonobos was the largest U.S. retail company founded online in 2015
“And now we're the largest U.S. Retail company that was founded online.”
David Glueck Jun 19, 2015 ▶ 0:15 David Glueck, Bonobos // Data Science & Engineering at Bonobos (Hosted by FirstMark Capital)
Nov 20, 2017
Assertion Not checkable as stated
Hoffman: Google has location data on 70% of US mobile phones
“Companies like Google have great access to this data because they have 70% of the phones in the U.S. That they have data on, and probably even a higher percentage of phones worldwide that they get to see all this great location data on.”
Auren Hoffman Nov 20, 2017 ▶ 12:51 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Nov 20, 2017
Assertion Supported
Boujarwah: 70% of US women wear plus size, but represent 16% of spend
“Nearly 70% of women in the U.S. Wear a size 14 and above, which is what the industry classifies as a plus size woman, and yet only 16% of clothing that's bought in the U.S. Is bought in those sizes”
Nadia Boujarwah Nov 20, 2017 ▶ 1:46 Using Data to Deliver a Better Customer Experience // Nadia Boujarwah & Christa Stelzmuller, Dia&Co
Jun 8, 2018 bullish
Assertion Not checkable as stated
Bloomreach Touches 20% of All US E-Commerce Transactions
“We power almost 20% of e-commerce transactions in the U.S. At some point hit a Bloomreach server of, ah, of some kind.”
Raj De Datta Jun 8, 2018 ▶ 1:21 10 Lessons from Building Data Driven Software // Raj De Datta, BloomReach (FirstMark's Data Driven)
Jun 8, 2018 negative
Assertion Supported
Dixon: U.S. ban on beyond line of sight drones holds back commercial applications
“A lot of it's regulation in the U.S. It's there's, like, beyond line of sight drones, for example, are not legal. Which is a big issue for a lot of applications.”
Chris Dixon Jun 8, 2018 ▶ 21:45 Fireside Chat: Chris Dixon, General Partner at Andreessen Horowitz (FirstMark's Data Driven)
Nov 16, 2021 positive
Assertion Supported
Katz: Elastic hit $500M+ ARR with 41% international revenue mix
“When I left Elastic, I believe the company was doing a little bit north and a half a billion in recurring revenue at the time. I'm almost certain it was north of 40%. I think 41% of revenue was coming outside of the U.S.”
Aaron Katz Nov 16, 2021 ▶ 27:46 Fireside Chat: Aaron Katz (Co-Founder & CEO, ClickHouse) with Matt Turck (Partner, FirstMark)
Dec 13, 2023
Assertion Supported
Sapoznik: The US employs roughly 3 to 4 million call center agents
“I think in the U.S., most estimates have agent counts about three to four million agents.”
Gustavo Sapoznik Dec 13, 2023 ▶ 3:00 AI vs. Call Centers: ASAPP CEO Gustavo Sapoznik on the Future of Customer Service
Feb 8, 2024
Insight
Alex Rinke: European startups expanding to the US require singular focus
“The U.S., if you're a European company, is a really tough market to crack, and you need to put a lot of focus into that. You can't do 20 other things at the same time.”
Alex Rinke Feb 8, 2024 ▶ 15:32 Bootstrapping a Decacorn on $15k with Celonis CEO Alex Rinke
Oct 17, 2024 positive
Assertion Not checkable as stated
Delangue: France promotes open-source AI much more than the US
“France also has promoted open source much more than the U.S.”
Clement Delangue Oct 17, 2024 ▶ 16:56 The $4.5B Platform Driving the Open Source AI Revolution | Clem Delangue, CEO, Hugging Face
Sep 11, 2025 positive
Disclosure
Crespo: The US accounts for 60% of Pigment's revenue
“U.S. Is our number one market. It's 60% of our revenue today.”
Eleonore Crespo Sep 11, 2025 ▶ 58:32 Goodbye Excel? AI Agents for Self-Driving Finance – Pigment CEO
Aug 27, 2026 neutral
Disclosure
US could use cyber sabotage to slow Chinese AI progress
“Plan B is the branch where we try to, where the U.S. Tries to slow down China. Where the most obvious mechanisms would be things like export controls, but potentially they could get more escalatory than that. Meaning sabotage. Yeah, sabotage like, yeah, like c…”
Ryan Greenblatt Aug 27, 2026 ▶ 35:37 AI Could Take Over in 2029. Is It Already Too Late?
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