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
Aug 18, 2023 negative
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…”
Aug 18, 2023 negative
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…”
Aug 18, 2023 neutral
Aug 18, 2023 negative
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”
Dec 1, 2023 negative
Mar 8, 2024 negative
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.”
Mar 8, 2024 bearish
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 …”
Mar 15, 2024 negative
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…”
Mar 15, 2024 negative
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 …”
Mar 15, 2024 negative
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.”
Mar 15, 2024 bearish
Jul 5, 2024 bearish
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…”
Aug 9, 2024 negative
Oct 18, 2024 bearish
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…”
Dec 6, 2024 bullish
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 …”
Dec 13, 2024 bearish
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…”
Dec 13, 2024 negative
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…”
Dec 20, 2024 positive
Dec 20, 2024 neutral
Jan 17, 2025
Jan 17, 2025
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.”
Jan 17, 2025 bearish
Jan 17, 2025 negative
Mar 7, 2025 neutral
Jul 11, 2025 bullish
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 …”
Sep 19, 2025 negative
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.”
Oct 31, 2025 bullish
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…”
Nov 28, 2025 neutral
Jan 9, 2026 neutral
Mar 6, 2026 bullish
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.”
Mar 6, 2026
Apr 3, 2026 positive
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…”
Aug 14, 2026 bearish
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…”