United States, every mention
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every year anyone Matt Turck 82Alex Rinke 23Ryan Greenblatt 17Dylan Patel 14Spencer Kimball 12Zach Perret 11Azeem Azhar 11Noah Breslow 8Nathan Benaich 8Munjal Shah 7
Verbatim, from the transcripts: the passages where United States comes up
When AI Improves Itself | Richard Socher (Recursive)
- ▶ 30:41 Richard Socher It's actually unfortunate how hard it is, has become in the U.S. 2 times in the scene
- ▶ 51:49 Richard Socher I don't think this is very feasible in the United States for a very, very long time.
AI Could Take Over in 2029. Is It Already Too Late?
- ▶ 0:55 Matt Turck Detailed blueprint anyone has written for how the US and China can avoid a reckless race to super intelligence and an AI takeover that could start as early as 2029.
- ▶ 4:25 Ryan Greenblatt And so basically like, I don't know, I mean, there, there's multiple different angles here, but like the most basic is just like, if, if we're in a position where like us companies are all really scared, they don't think they can proceed…
- ▶ 8:31 Ryan Greenblatt And there's just like a huge threat to like, you know, democracies, the U S whatever, because you know, you'd be in that position.
- ▶ 20:06 Ryan Greenblatt I think like various policy windows, if you follow the normal timeline or closing, that said, I think that there's a long history, at least in the U S of like, in times of crisis, things can happen much faster.
- ▶ 34:39 Ryan Greenblatt Or possibly the US overall are very worried about these risks, you know, concentration of power, I take over whatever, and are 8 times in the scene
- ▶ 36:55 Matt Turck And, uh, to get a concrete about, uh, the dealing plan A, what exactly would the U S give China? 8 times in the scene
- ▶ 47:23 Ryan Greenblatt We were able to like really confidently rule out that there isn't a US COVID project. 5 times in the scene
- ▶ 1:12:06 Ryan Greenblatt And there's sort of like various like governance and being able to make like deals between the U S and China.
“OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf
- ▶ 42:02 Thomas Wolf So I think when people really realized that was earlier this year where the U.S. decided that Fable was only accessible to U.S. citizen. 2 times in the scene
How to Build Autonomous, Long-Horizon AI Agents | Basis
- ▶ 4:31 Mitch Trojanowski It is, one, one of, if not the largest knowledge work profession in the country. 2 times in the scene
The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
- ▶ 0:06 Sanjit Biswas The Samsara system, on a given day, were driving 99% of the U.S. roads, usually multiple times a day.
- ▶ 0:43 Matt Turck Millions of vehicles, 25 trillion data points a year, driving 99% of US roads every single day.
- ▶ 10:43 Sanjit Biswas Um, this is an interesting stat, but in the U S approximately 10% of people don't regularly wear their seatbelt.
- ▶ 29:51 Sanjit Biswas Um, the Samsara system, uh, and a given day, we're driving 99% of the U.S. roads, usually multiple times a day.
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 12:31 Andrew Feldman I think they are an industrial adversary that I think, um, they have made really interesting investments that made investments in power and the grid, which is a real weakness in the US. 2 times in the scene
- ▶ 1:09:08 Andrew Feldman Uh, we have, uh, a supply chain that is built in many parts, but we bring the chips back from TSMC to the U.S., we package in the U.S., and we assemble in the U.S. 4 times in the scene
OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
- ▶ 9:56 Sachin Katti The grid infrastructure of America, and the whole world for that matter, is getting upgraded very quickly. 4 times in the scene
- ▶ 19:15 Sachin Katti Because we are building these data centers in rural areas of America, for example, right?
The "Token Heist" Wiping Out AI Startups | Emily Sands (Stripe)
- ▶ 14:52 Emily Glassberg Sands Um, you know, I don't know if you've seen like US business formations over time, but during the pandemic, they surged. 2 times in the scene
- ▶ 29:45 Matt Turck And it's software, so it's fully programmable, so just to double click on some of what you just said, you can restrict certain categories of merchants, or you can only buy from Amazon, uh, or you can only buy in the U.S. or in France.
- ▶ 1:05:19 Emily Glassberg Sands Um, and so there's this sort of, like, surge in dynamism that, like, yes, we see and feel in here in the U.S., but it's happening, um, across advanced economies. 2 times in the scene
Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro
- ▶ 0:56 Matt Turck And Nemotron III Ultra immediately became the number one US open weights model when it was released just a couple of weeks ago. 2 times in the scene
- ▶ 1:42 Matt Turck Tron three ultra, which is an important moment and the best open source, open weights model in the U S
- ▶ 1:21:23 Bryan Catanzaro And, um, you know, this is, uh, controversial in today's AI, um, environment, which I think is interesting because we've had hundreds of years of tradition, uh, that speak directly to this, you know, in, in, um, the United States, for…
Cloudflare CEO: The Internet's Business Model Is Dead
- ▶ 14:18 Matthew Prince And if we got it wrong, a whole bunch of traffic from the U S ended up hitting, hitting Tokyo.
- ▶ 25:45 Matthew Prince And for those of you who are also ignorant Americans in the audience, Eurovision gets more like viewers than the Superbowl. 2 times in the scene
The GPU Myth: State of AI Compute 2026 | Stephen Balaban
- ▶ 14:10 Stephen Balaban Well, an evaporative cooling tower might evaporate a lot of water, but practically no new builds in the United States are using evaporative cooling, uh, for doing the, these closed loop direct to chip liquid cooling systems.
- ▶ 36:36 Stephen Balaban Canada, United States, and Mexico. 3 times in the scene
- ▶ 1:10:28 Stephen Balaban We finally have broadband internet access, and maybe for the first time in the United States, there's not quite one person, one computer, but there's certainly like one person, one family, one computer, you know, or, you know, something… 2 times in the scene
OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
- ▶ 26:53 Zico Kolter The US has the Casey, which, which, uh, uh, does similar function.
Anthropic’s Felix Rieseberg: Claude Cowork, Mythos, and the SaaS Extinction
- ▶ 38:50 Felix Rieseberg Um, and as many people, certainly, certainly the ones who are also listening in America know that involves about
Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- ▶ 26:48 Benedict Evans And so this is why the typical big US company today has, depending on your numbers, like four to 500 vertical SaaS apps.
- ▶ 33:15 Benedict Evans So, like, my fiance goes on, you know, business trip to, like, some Midwest American city, and she lands at nine o'clock at night, and she's got a client meeting at eight o'clock the next morning, and she wants a gym, and, you know, room…
AI That Can Prove It’s Right: Verification as the Missing Layer in AI — Carina Hong
- ▶ 21:30 Corinna Hong And I think a lot of the labs share that view, um, labs across US, China, Europe.
- ▶ 27:09 Corinna Hong When I was, I think, 1415, I got into the Ross math program, which is one of, I think, the best, like, high school, uh, math camp, uh, in the States, uh, Ohio State University. 2 times in the scene
Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
- ▶ 51:55 Neil Zeghidour One conversation about, uh, that were recorded in the US in the late nineties.
- ▶ 1:16:37 Matt Turck Obviously you're building the company very much in a global way, and you have multiple customers in different geographies, including very much the US. 2 times in the scene
Mistral AI vs. Silicon Valley: The Rise of Sovereign AI
- ▶ 0:44 Matt Turck Today, we have a special episode with Timothée Le Croix, the CTO and co-founder of Mistral, the company that proved that you could build frontier models with a fraction of the compute of the US giants.
- ▶ 8:43 Matt Turck As you describe this, uh, what comes to mind is the gigantic amounts of money that are being invested in the U S around
- ▶ 38:02 Matt Turck Or are you trying to be the best open source model compared to the Chinese labs or, you know, whatever open source eventually comes out of the, uh, US?
- ▶ 54:12 Matt Turck How have you navigated the whole Europe to US and rest of the world dimension of this?
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 0:20 Dylan Patel If the U S and the West win in AI, China will not rise to be the global hegemony, but without AI, China definitely will rise. 2 times in the scene
- ▶ 0:28 Dylan Patel Gonna outrun America.
- ▶ 0:43 Matt Turck Nvidia's massive move to acquire Grok, the truth about the CapEx bubble, whether the US power grid can actually handle the AI boom, and the geopolitical chess match playing out between the US and China. 2 times in the scene
- ▶ 23:19 Dylan Patel But anyways, you know, if you look at 20, 22, China was almost the size of the U.S. in terms of buying server hardware, right? 4 times in the scene
- ▶ 28:01 Matt Turck It almost sounds like more like the US or like with the federal government states.
- ▶ 31:44 Dylan Patel Immigrated to America and like worked at a hotel, motel, and then bought a motel, and then like it just started happening, right? 2 times in the scene
- ▶ 35:54 Matt Turck It's something that we don't fully appreciate in the US, but like when you travel in Europe, you see everybody who's like honors, uh, honor phones, and it's like the, the, the footprint of Huawei is huge in, in phones in a way that, uh,…
- ▶ 36:23 Matt Turck I mean, obviously the U.S. and China are the two biggest markets, but like for other markets, I don't know, UAE, Middle East, uh, Europe, are NVIDIA and Huawei already, uh, head to head in deals? 3 times in the scene
- ▶ 41:13 Matt Turck Where do the, uh, US, uh, unshoring efforts 6 times in the scene
- ▶ 53:09 Dylan Patel And I think, I kid you not, I think he, he used, like, 10,000 dollars of Claude in one week and built an entire RTS from scratch, uh, about, like, but instead of, like, being a standard RTS where it's like, oh, Age of Empires where you…
- ▶ 55:15 Dylan Patel Um, I think the U S can have a way better grid, but we just don't want to, like no one's made the effort or initiative. 3 times in the scene
- ▶ 57:48 Dylan Patel So the U.S. grid will get to, like, 10% of power by, like, 28, 27, is data centers.
The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)
AI Eats the World: Benedict Evans on What Really Matters Now
- ▶ 1:14:32 Benedict Evans But you know, it's like the declaration on US immigration forms, like, are you or have you ever been a member of the Communist Party?
Jeremy Howard on Building 5,000 AI Products with 14 People (Answer AI Deep-Dive)
- ▶ 4:02 Jeremy Howard Now, so they seem to have a much more, kind of, pro-social approach to this, whereas, oddly, the US companies that used to lead the way have all drawn up the, the drawbridges, and that's gonna cause China to keep moving faster, because…
- ▶ 20:23 Jeremy Howard At Kaggle, and was the chief scientist and president, so I kind of, I rewrote all the software platforms from scratch, and then Anthony and I raised money for it, and together we founded Kaggle Inc., you know, the American company, just…
Box’s Big AI Leap: Aaron Levie on Agents & the Future of Work
- ▶ 3:54 Aaron Levie Yeah, she, yeah, she just gave up, and, and it was just like, wow, America, you're so strong, and, and we, we're going to give in, and, um, and that'll be amazing. 5 times in the scene
- ▶ 14:23 Aaron Levie But, but I think if you were to design a system from scratch, we never even, you know, had the, the, as, as kind of like liquid markets as we have today, which is obviously a great thing and a great asset for the U S I think you would just…
Top AI Researcher on GPT 4.5, DeepSeek and Agentic RAG | Douwe Kiela, CEO, Contextual AI
- ▶ 8:17 Douwe Kiela It's like the US versus China, right? 2 times in the scene
- ▶ 26:53 Douwe Kiela Uh, it's very related to the US versus China, uh, operation actually.
From Selfie to Studio: Captions CEO on AI Video for 10M Creators
- ▶ 9:16 Gaurav Misra And it was essentially like, I mean, TikTok came out in the US at least. 2 times in the scene
- ▶ 23:22 Gaurav Misra And we're like, wait, that plus transcription in the U S maybe that's the combination and we can do all of it automatically.
- ▶ 1:04:46 Gaurav Misra In the U.S. at least.
Farewell, Chatbots: AI Agents Are Taking Over Customer Service | Mike Murchison, CEO, Ada
- ▶ 2:44 Mike Murchison Like the average American will spend 40 days of their life waiting on hold.
- ▶ 10:31 Matt Turck Deep Seek in the, you know, calling it the, the Sputnik moment for USAI.
The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
- ▶ 8:20 Matt Turck And if I, if I may ask, and I'm asking as a, you know, French guy who's been in the US for, like, decades at this point, and still sounds the way I do, you, you sound very American, like, how, how, how, how did that happen?
- ▶ 1:17:58 Amjad Masad The way kind of America defined entrepreneurship pre-Silicon Valley is like anyone be able to build a business.
- ▶ 1:24:05 Amjad Masad And, but, but Biden, like, really took it to the next level, and, uh, and there were moments where they could have gone on the, on the right track, and there's, like, small things where, you know, President Xi visited us, and Biden, same… 4 times in the scene
Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy
- ▶ 3:50 Ben Rogojan (Seattle Data Guy) Uh, things around like population health, uh, again, around data engineering and building kind of a massive, uh, data warehouse essentially of, of pretty much like, I think it was like over half the US, uh, in terms of like who, who…
Dataiku's Secret to Scaling AI in Global Enterprises | Florian Douetteau, CEO, Dataiku
- ▶ 3:52 Matt Turck Yeah, most of the podcast and YouTube listeners are, are American, so ENS is, uh, my words, not necessarily yours, but like this super elite, what's known as a grande école in, in, in France, where you have a tiny, tiny number of people…
Building the Easy Button for Generative AI | May Habib, CEO, Writer
State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
- ▶ 26:28 Nathan Benaich It played out a little bit more in the U.S. a few years before, but, you know, pre-Ukraine, there was really not that much, and now there's, like, more and more. 2 times in the scene
- ▶ 35:50 Nathan Benaich Um, I think I even saw on Twitter trending, like, a picture of Apple Intelligence US, and it's like, oh, we do all this, like, sexy stuff, and then in Europe, it's like, we'll tell you when you have a phone call or something like this.
- ▶ 39:00 Nathan Benaich I mean, other than U.S. undergrad, but I sort of see myself like floating between U.S. and Europe for work. 5 times in the scene
Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
- ▶ 6:07 Matt Turck Of interest in nuclear power in the US. 2 times in the scene
- ▶ 52:46 Matt Turck Uh, 39% of Americans say that they use ChatGPT, including 28% that say that they use it at work, and 11% use it every day. 2 times in the scene
Can AI Infrastructure Work Like Magic? Erik Bernhardsson, CEO, Modal
- ▶ 18:22 Erik Bernhardsson We, we, we have a bunch of, uh, GPUs in, um, uh, in the US. 2 times in the scene
The $4.5B Platform Driving the Open Source AI Revolution | Clem Delangue, CEO, Hugging Face
- ▶ 15:26 Matt Turck US thing? 8 times in the scene
- ▶ 47:19 Clement Delangue So I'm excited to see these kinds of models being released by IBM and NASA in the US.
- ▶ 57:44 Clement Delangue Yeah, we realized after the fact that it actually wasn't a good idea, because in the U.S. nobody's getting the reference.
AGI, The Future of AI Agents And The Next Wave of Opportunities in AI | Richard Socher, CEO, You.com
- ▶ 53:12 Richard Socher And we have like hedge funds and, uh, one of the largest like hedge funds in the United States.
- ▶ 1:18:56 Richard Socher A little bit like people in the sense that when they're baby, they're so cute, and they could become the next president of the United States, and it's like all this potential, and at some point they have legitimate jobs, they have income,…
AI at Datadog: Monitoring machines in the age of LLMs | Olivier Pomel, CEO of Datadog
- ▶ 36:07 Olivier Pomel You know, your, your data is in, uh, is in Australia, and your GPU is in the US.
Turbocharging Postgres for Time Series & Vectors — Timescale CTO Mike Freedman | Data Driven NYC
- ▶ 11:25 unnamed speaker I've connected to my Postgres database hosted on timescale, and what I have in front of me is a table of quotes about different US cities, uh, made by famous people throughout history.
AI at ZoomInfo: Superpowering GTM teams | Ali Dasdan, CTO, ZoomInfo
- ▶ 6:27 Ali Dasdan Yeah, um, I mean originally came to US for PhD.
AI at Ramp: Making Every Team Radically More Productive | Eric Glyman, CEO, Ramp
- ▶ 0:04 Matt Turck The following is a conversation with Eric Gleiman, CEO of Ramp, one of the fastest growing startups in the U.S. right now, which was just valued in a recent round at 7.6 billion dollars.
An inside look at “Mastering AI” | Jeremy Kahn, Author & AI Editor, Fortune
- ▶ 45:54 Jeremy Kahn For instance, one of the things you can do in the U S as a journalist is, are these freedom of information act requests, uh, you know, where you, you try to get some information out of the government or a government data source, uh, and…
From Business to Warfare: How AI Affects the Modern World | Azeem Azhar
- ▶ 0:34 Azeem Azhar In the UK and the US, the numbers are really inverted.
- ▶ 31:42 Azeem Azhar You know, in the US and in the UK, uh, people are pretty down on it. 5 times in the scene
- ▶ 38:56 Matt Turck I've been here, you know, many years and then more foreign US citizens were discussing, but, um, you know, uh, the, the, from a European perspective, the fact that a lot of AI is being built in the US, that's super meaningful. 7 times in the scene
- ▶ 49:33 Azeem Azhar But the trouble is, and if we go and go and look at what's happening with, with shipping around the Gulf, is that, ah, you know, a U.S. 2 times in the scene
- ▶ 52:21 Azeem Azhar Uh, the vast bulk, more than 90% of all the new electricity generation was brought on power, uh, in the US was renewables.
How ClickHouse powers Netflix, Uber and Spotify’s Analytics | Aaron Katz, CEO of ClickHouse
- ▶ 28:38 Aaron Katz 25 years at companies like Netflix and Google and Yahoo, and I've been a student of distribution, and with most of that time being spent at Salesforce and then Elastic, and about a third of my career has been spent outside of the U.S. 3 times in the scene
From Tiny Romanian Startup to Global AI Automation Leader | Daniel Dines, CEO of UIPath
- ▶ 4:43 Daniel Dines And they were doing some kind of integration software for credit unions.
- ▶ 25:01 Matt Turck things numbers product but putting putting up front what is not working was always you know part of my strategy to talk with with the board how was the uh evolution from european european company to us company you you all moved to new york… 4 times in the scene
- ▶ 29:06 Daniel Dines We didn't, uh, establish in New York, and then, uh, try to do only US. 2 times in the scene
AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
- ▶ 7:22 Tomasz Tunguz But we do think we do think that, um, security and data custody will be the one of the big drivers because like, so you have, I think by the end of 20, 25, something like 35 states in the US will have their own privacy regulation.
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