United States

also referred to as: u s · us

34 statements across 21 episodes · 6 bullish · 20 bearish · 8 people on the record · first statement Aug 11, 2023 by Dave Morin · across every show →

Everything said about United States, oldest first

Aug 11, 2023 negative
Assertion Partly supported
Dave Morin: Ozempic costs $1,200 in US versus $100 in Mexico
“Yeah, it's 1200 dollars a month. It's a hundred dollars a month in Mexico, so the American health system is causing a 90% markup.”
Dave Morin Aug 11, 2023 ▶ 48:49 #9: How to save ESPN. Barstool’s Bad (Good?) Example · More or Less Podcast
Aug 18, 2023 negative
Insight
Dave Morin: China exploits a one-way digital trade imbalance
“Our bits, as they flow out of our internet companies, literally hit a brick wall when they get to the Chinese border. And yet Chinese internet companies can, you know, develop enormously huge market caps and monopolies and technologies inside of Chinese border…”
Dave Morin Aug 18, 2023 ▶ 22:21 #10: You should kill your startup, What replaces globalization · More or Less Podcast
Aug 18, 2023 negative
Opinion
Dave Morin: US CHIPS Act subsidies are a drop in the bucket
“These guys are already planned, you know, many years out in terms of their fab construction, right? To like be moving along these fab timelines, right? Like the semiconductor industry is one of the most competitive, fastest moving, absolute most execution orie…”
Dave Morin Aug 18, 2023 ▶ 39:33 #10: You should kill your startup, What replaces globalization · More or Less Podcast
Aug 18, 2023 neutral
Assertion Partly supported
Dave Morin says China exports far more capital to the US
“China is a net capital exporter, right? Like, to the point here, like, you know, they send us far more capital than we send them.”
Dave Morin Aug 18, 2023 ▶ 42:58 #10: You should kill your startup, What replaces globalization · More or Less Podcast
Aug 18, 2023 negative
Opinion
Brit Morin favors US TikTok ban over Chinese data and mental health
“I'm more, more for TikTok ban. I think that there's a lot of data and facial recognition and all kinds of technologies that China's potentially building upon without, you know, real knowledge and consent. And I also just think it's terrible for mental health”
Brit Morin Aug 18, 2023 ▶ 28:14 #10: You should kill your startup, What replaces globalization · More or Less Podcast
Dec 1, 2023 negative
Opinion
Dave Morin: US should have banned or restricted TikTok long ago
“I think we should have if not banned, like severely you know reduced TikTok's ability to influence the American audience a long time ago.”
Dave Morin Dec 1, 2023 ▶ 11:16 #25: TikTok, Porn and The Immediate Risks of AI · More or Less Podcast
Mar 8, 2024 negative
Opinion
Sam Lessin: TikTok operating in the US is an insane national security threat
“Day 623 of the U.S. Letting a huge national security threat sit inside our borders, which is insane, right? Like, it's like ridiculous that TikTok is allowed to be in the U.S. Given its current control structure. And kind of the geopolitical situation.”
Sam Lessin Mar 8, 2024 ▶ 5:26 #37: TikTok's Latest Crisis, Elon's Emails, AI Monopolies · More or Less Podcast
Mar 8, 2024 bearish
Prediction Held up
Sam Lessin: US politicians will not risk banning TikTok before 2024 election
“There's just no chance that in that environment they're gonna, like, risk any youth vote, even if they're terrible, woke people, for the sake of banning TikTok right now. And I think that sucks, because I think it is a huge national security risk, But I think …”
Sam Lessin Mar 8, 2024 ▶ 5:51 #37: TikTok's Latest Crisis, Elon's Emails, AI Monopolies · More or Less Podcast
Mar 15, 2024 negative
Assertion Supported
Dave Morin says China limits youth screen time and mandates STEM algorithms
“They've actually banned TikTok usage longer than a certain number of minutes per day. They've also Banned the algorithm. They've like changed the algorithms that only pumps, you know, science and engineering and STEM related content to their kids. And yet they…”
Dave Morin Mar 15, 2024 ▶ 16:58 #38: Hartz and Minds and TikTok w/ Special Guest Julia Hartz · More or Less Podcast
Mar 15, 2024 negative
Prediction Not checkable as stated
Sam Lessin predicts a TikTok ban will trigger global social media scrutiny
“This is probably going to have some pretty wild and potentially bad knock-on effects globally. Just slight ones, because I think a lot of countries are like, wait a minute. All the social media is American. How do we feel about, if America doesn't like TikTok …”
Sam Lessin Mar 15, 2024 ▶ 4:28 #38: Hartz and Minds and TikTok w/ Special Guest Julia Hartz · More or Less Podcast
Mar 15, 2024 negative
Prediction Not checkable as stated
Dave Morin predicts a TikTok ban will confuse Americans and cause havoc
“If this happens, I think most people in the country are going to have no idea why it happened. And it will kind of cause a lot of havoc, which is unclear politically what effect that will have, at least inside the United States.”
Dave Morin Mar 15, 2024 ▶ 9:59 #38: Hartz and Minds and TikTok w/ Special Guest Julia Hartz · More or Less Podcast
Mar 15, 2024 bearish
Opinion
Sam Lessin says TikTok is an obvious US national security threat
“This is, like, such an obvious national security threat.”
Sam Lessin Mar 15, 2024 ▶ 3:34 #38: Hartz and Minds and TikTok w/ Special Guest Julia Hartz · More or Less Podcast
Jul 5, 2024 bearish
Prediction Not checkable as stated
Sam Lessin predicts the global economy will remain fractionalized for decades
“Eventually, we'll get back to another globalization period, hopefully, in history, but for the next 20 to 30 years of our career, I just expect it to be highly fractionalized, and I think that really puts extra pressure on the US needing to grow its population…”
Sam Lessin Jul 5, 2024 ▶ 35:06 #54: Sun Valley, Tennis and Robots: Summer Adventure Preview · More or Less Podcast
Aug 9, 2024 negative
Opinion
Morin: FTC Chair Lina Khan has completely stopped US tech innovation
“Yeah, she's been successful in completely stopping the innovation cycle in the United States so that nobody can get acquired.”
Dave Morin Aug 9, 2024 ▶ 18:01 #59: Google: Can it Outrun Regulation? · More or Less Podcast
Oct 18, 2024 bearish
Prediction Not checkable as stated
Lessin: Untrusted rules and erratic regulation push US toward economic decline
“I do kind of believe that current course in speed leads us away from healthy, pure capitalism, right? And into a place where people don't really trust the rules. There's a lot of random outcomes. They don't want to work that hard because they don't really unde…”
Sam Lessin Oct 18, 2024 ▶ 39:15 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
Dec 6, 2024 bullish
Assertion Not checkable as stated
Levie: US leads world in AI, biotech, transportation, and space
“Like we are leading in AI. We're leading in biotech. We're leading in transportation in, in most categories. We have the chance to lead in, in energy in most areas. We're leading in space. So you kind of look at all of these areas where we're clearly in front …”
Aaron Levie Dec 6, 2024 ▶ 16:17 #76: In a World with 99.99% Accurate AI… (feat. Aaron Levie) · More or Less Podcast
Dec 13, 2024 bearish
Insight
Lessin: Banning TikTok could ultimately backfire on Meta globally
“If we ban tick tock, which by the way, I've been on record for 18 months saying is a completely obvious thing to do. The one on one version is that's good for same. Dave Morin: Couldn't agree more. Sam Lessin: The one on one version is good for Facebook becaus…”
Sam Lessin Dec 13, 2024 ▶ 39:26 #77: Sora Reveal, Google's AI Agents and Digital Trade Under Trump · More or Less Podcast
Dec 13, 2024 negative
Assertion Contradicted
Morin: US-China Digital Trade Has Been Completely One-Sided for 30 Years
“We cannot export Digital into China at all, right? Like our bits do not flow through their firewall. Like, you know, most of our companies cannot operate there and the inverse is not true, right? Like you bite dance, you name it. Like all of the Chinese compan…”
Dave Morin Dec 13, 2024 ▶ 41:08 #77: Sora Reveal, Google's AI Agents and Digital Trade Under Trump · More or Less Podcast
Dec 20, 2024 positive
Opinion
Dave Morin: Every consequential AI company is based in the US
“Every consequential company of this new technology is in the United States. We are the unequivocal leader in this.”
Dave Morin Dec 20, 2024 ▶ 8:42 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
Dec 20, 2024 neutral
Prediction Held up
Jessica Lessin: TikTok will partner with Larry Ellison or Elon Musk
“Tick tock will operate in some form in the U S in a partnership. Either with Larry Ellison or Elon Musk. It's my prediction.”
Jessica Lessin Dec 20, 2024 ▶ 58:55 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
Jan 17, 2025
Assertion Supported
Jessica Lessin: The Information reported TikTok plans to pull US service
“The information reported last night that TikTok will pull it for US users if that day comes.”
Jessica Lessin Jan 17, 2025 ▶ 19:03 #82: TikTok, Trade Wars & Tech 2.0 · More or Less Podcast
Jan 17, 2025
Assertion Supported
Sam Lessin: DJI announced removal of US restricted airspace flight limits
“At the same time, DJI, like today, announced the drone company that they're no longer limiting drones, like, from flying in restricted airspace in the United States, which I'm sure is actually unrelated, but it's a hilarious story.”
Sam Lessin Jan 17, 2025 ▶ 20:25 #82: TikTok, Trade Wars & Tech 2.0 · More or Less Podcast
Jan 17, 2025 bearish
Prediction Not checkable as stated
Sam Lessin: US TikTok Ban Will Prompt Foreign Countries to Ban Facebook
“I think it's pretty reasonable that some countries turn around and say, well, wait a minute. You guys don't want TikTok. We don't want Facebook. That's an American thing, right?”
Sam Lessin Jan 17, 2025 ▶ 29:44 #82: TikTok, Trade Wars & Tech 2.0 · More or Less Podcast
Jan 17, 2025 negative
Opinion
Sam Lessin: TikTok is the biggest unforced national security blunder in history
“I've said for years that this is like the number one unforced national security history issue, probably in history.”
Sam Lessin Jan 17, 2025 ▶ 20:04 #82: TikTok, Trade Wars & Tech 2.0 · More or Less Podcast
Mar 7, 2025 neutral
Opinion
Sam Lessin: AI replacing customer service won't impact US jobs
“And for what it's worth, I do believe you, the thing I think you can fire all the customer service people. The only miscalculation is those people do not work in the US. You're going to fire all the people in Indonesia.”
Sam Lessin Mar 7, 2025 ▶ 36:38 #89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback · More or Less Podcast
Jul 11, 2025 bullish
Prediction Not checkable as stated
Yakovenko: Global demand will force US to adopt stablecoins
“Like the world is so big that if this, everybody wants us dollars and if the programmable us dollar is tether or circle or whatever, they'll use it. And then us has no choice but to accept them because the economy is so big right now. The global economy is so …”
Anatoly Yakovenko Jul 11, 2025 ▶ 6:07 #107 Crypto Isn’t for Everyone (And That’s a Good Thing) with Anatoly Yakovenko · More or Less Podcast
Sep 19, 2025 negative
Opinion
Sam Lessin: TikTok structurally remains a huge national security hole
“From a national security and, like, identity standpoint, all this type of stuff, I think it's still, like, structurally a ridiculous risk, right? Like, you know, basically, like, it's never made, it's, it is a huge national security hole.”
Sam Lessin Sep 19, 2025 ▶ 13:22 #117 TikTok’s New Owner and Hiring a US CEO? · More or Less Podcast
Oct 31, 2025 bullish
Prediction Not checkable as stated
Landesberg: US capital markets will beat foreign manufacturing capacity over ten years
“What allows the U S to beat some of the more industrialized, like better manufacturing nations over the next 10 years, our capital markets are the best in the world, right? Does our industrial capacity match engine? No chance, but our capital markets are incre…”
Stuart Landesberg Oct 31, 2025 ▶ 33:31 Stuart Landesberg's Plan to Save the American West from Wildfires · More or Less Podcast
Nov 28, 2025 neutral
Prediction Not checkable as stated
Lessin predicts neither the US nor China will win the AI race
“It's also completely true that the U.S. And China are, one is not gonna best the other in this war. I just don't, I, there's just no doubt.”
Jessica Lessin Nov 28, 2025 ▶ 14:09 OpenAI vs Google vs Meta: Business Model War · More or Less Podcast
Jan 9, 2026 neutral
Opinion
Lessin: The US Needs AI Growth to Solve Its Debt Problem
“We need AI to have any prayer of hitting, you know, the GDP we need to hit, to deal with the debt problem, which I think is like kind of the biggest narrative going on.”
Sam Lessin Jan 9, 2026 ▶ 21:24 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
Mar 6, 2026 bullish
Prediction Open · timeframe Mar 2031
Morin: China will produce cheaper energy than the US across all metrics
“They're going to have access to lower cost energy. Like there there's like under no metric, whether it's number of solar panels, number of nuclear power plants, like they are going to have the cheaper energy based on how things are going right now.”
Dave Morin Mar 6, 2026 ▶ 47:06 Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative · More or Less Podcast
Mar 6, 2026
Assertion Contradicted
Morin: China builds nuclear plants in nine months versus six US years
“They can put up a nuclear plant and like something like, what is it? Like nine months. It takes us six years.”
Dave Morin Mar 6, 2026 ▶ 46:58 Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative · More or Less Podcast
Apr 3, 2026 positive
Opinion
Brit Morin: Japanese Sentiment Toward AI Is Far More Positive Than US
“And like everyone's perspective on AI is quite positive here versus in the U S it's like so negative, you know, AI is less popular than ice in the U S like all kinds of terrible things. And in Japan, they're just like, oh yeah, like it seems it's fine. Like ob…”
Brit Morin Apr 3, 2026 ▶ 4:14 OpenAI's $852 Billion Valuation Makes Zero Sense (ClawCon Tokyo, Anthropic's Leak, Goodbye Internet)
Aug 14, 2026 bearish
Opinion
Wolfe: Europe Is Screwed by Demographics and Failure to Assimilate
“I think that Europe is fucked, and there are bright lights of amazing entrepreneurs that are doing the very thing that Europe has historically not done, which is risk taking. The floor for Europe is higher than the US, so people do not fall through that, but t…”
Josh Wolfe Aug 14, 2026 ▶ 55:05 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
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