United States

also referred to as: us

33 statements across 17 episodes · 14 bullish · 15 bearish · 16 people on the record · first statement Apr 25, 2023 by Sridhar Ramaswamy · said 513 times in 83 episodes since 2023 · across every show →

Mentions by year

brought up most by Sarah Guo (124), Elad Gil (102), Sriram Krishnan (25), Brian Schimpf (21), Jared Kushner (20), Jacob Helberg (20), Jensen Huang (17), Dan Hendrycks (13)

tap a year for its mentions
0012515250302023202420252026episodesmentions
015302023202420252026episodes it came up in
0051510302023202420252026episodesmentions per episode
2026 160 mentions in 22 episodes 7 per episode
2025 219 mentions in 27 episodes 8 per episode
2024 57 mentions in 15 episodes 4 per episode
2023 77 mentions in 19 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about United States, oldest first

Apr 25, 2023 positive
Disclosure
Ramaswamy: European Consumers Care More About Privacy, Aiding Neeva
“For us, for example, we were surprised that we did so much better in Europe compared to the United States, and you don't really think of them as being that different, but in practice, in terms of how many people care, it is actually very different.”
Sridhar Ramaswamy Apr 25, 2023 ▶ 2:46 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Apr 25, 2023 neutral
Disclosure
Srinivas: Only pursued a US PhD because it was fully funded
“To be very honest, I only came to the United States for doing a PhD because there was no other way for me to come to the United States. Like I could, I couldn't take a loan for a master's or something like that. So a PhD is fully funded and like sponsored. So …”
Aravind Srinivas Apr 25, 2023 ▶ 35:49 No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
Jun 1, 2023 negative
Prediction Open · timeframe Jun 2028
Schimpf: US will not adopt autonomous robots making lethal strike decisions
“The U S is not going to adopt systems that have autonomous robots going out and making sort of lethal decisions about, you know, what to attack or not. That's not really how the U S works. We assign accountability to the person that employed a weapon system. T…”
Brian Schimpf Jun 1, 2023 ▶ 19:20 No Priors Ep. 19 | With Anduril CEO Brian Schimpf
Jun 1, 2023 bearish
Assertion Partly supported
Schimpf: US produces only 1.7 nuclear submarines annually as workforce retires
“We are producing less nuclear submarines per year, year over year than we have in the past. So we're like, 1.7 per year we can produce these submarines. It's not getting better, and the workforce to make these is retiring.”
Brian Schimpf Jun 1, 2023 ▶ 9:18 No Priors Ep. 19 | With Anduril CEO Brian Schimpf
Jun 1, 2023 bearish
Opinion
Schimpf: US cannot outbuild China on expensive military platforms
“So we're not going to outbuild China. That's not an option. On these large, you know, very expensive platforms. It's just, it's not going to work. It's a bad strategy.”
Brian Schimpf Jun 1, 2023 ▶ 9:36 No Priors Ep. 19 | With Anduril CEO Brian Schimpf
Jun 1, 2023 positive
Prediction Not checkable as stated
Schimpf: Drones and satellites will eliminate need to risk carrier strike groups
“Proliferated satellites and drones you know, an ability to consume mass amounts of information, make sense of the whole battle space, and the ability to engage with targets at outrageously long ranges on a very quick timeline, that fundamentally alters the cha…”
Brian Schimpf Jun 1, 2023 ▶ 37:29 No Priors Ep. 19 | With Anduril CEO Brian Schimpf
Jun 1, 2023 bearish
Opinion
Schimpf: China holds a decisive military advantage with longer-range missiles
“China has been able to modernize and build new technologies and sort of like they're pretty decisive advantage in countering the way that U S fights the longer range of their missiles. Like all of these things are pretty substantial. So there was a degree of l…”
Brian Schimpf Jun 1, 2023 ▶ 42:24 No Priors Ep. 19 | With Anduril CEO Brian Schimpf
Jul 27, 2023
Assertion Supported
Palantir Foundry powered US and UK COVID vaccine distribution
“And this is the same platform that was used to build the COVID vaccine response distribution in the U S and the UK same platform that commercial companies were using to manage the supply chain crises”
Shyam Sankar Jul 27, 2023 ▶ 7:43 No Priors Ep. 25 | With Palantir's CTO Shyam Sankar
Sep 14, 2023 negative
Prediction Not checkable as stated
Polosukhin: 2024 US election will see fake AI candidates and tailored agendas
“I think there will be probably next year will be very interesting in US because I think this will be a place where everybody will just take whatever their toys have in toolbox and do it even just for kicks, right? Even if it's not malicious, although some play…”
Illia Polosukhin Sep 14, 2023 ▶ 17:30 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Jul 18, 2024 bullish
Assertion Not checkable as stated
Gil: AI-transformable services headcount is $5T compared to $500B software spend
“You know software spend in the US is something like half trillion dollars a year. There's probably five trillion in headcount costs for services industries that could be transformed by AI, you know, things like legal or accounting or, you know, you name it, sa…”
Elad Gil Jul 18, 2024 ▶ 7:25 No Priors Ep. 72 | With Sarah Guo and Elad Gil
Oct 31, 2024 positive
Assertion Contradicted
Mansour: Kalshi is first legal US prediction market platform
“CalShay is actually the first legal platform in the U.S. Where you can basically bet yes, no on any future questions.”
Tarek Mansour Oct 31, 2024 ▶ 0:51 No Priors Ep. 88 | With Founder & CEO of Kalshi Tarek Mansour
Jan 30, 2025 negative
Assertion Contradicted
Caruso: MacArthur Park fire station is America's busiest due to overdoses
“The most active fire station in the United States is in an area around MacArthur Park in Los Angeles. It's the most active because of the amount of people dying on the streets from overdoses.”
Rick Caruso Jan 30, 2025 ▶ 13:47 No Priors Ep. 99 | With Rick Caruso
Mar 5, 2025 negative
Prediction Not checkable as stated
Hendrycks: US-China race will force rapid, high-risk military AI integration
“China can have AIs that are totally aligned with them. The U S can have AIs that are totally aligned with them. You still are going to have a strategic competition between the two. This is going to they're going to need to integrate it in their militaries. The…”
Dan Hendrycks Mar 5, 2025 ▶ 4:13 No Priors Ep. 105 | With Director of the Center of AI Safety Dan Hendrycks
Apr 3, 2025 bearish
Opinion
Guo: US lags in manufacturing skills and costs for defense components
“If we want to make key components for defense or automotive in the United States, like, we are quite behind in many domains in terms of getting competitive from a skill and cost perspective, and some of those things are worth investing in on both the positive …”
Sarah Guo Apr 3, 2025 ▶ 9:21 No Priors Ep. 109 | With Sarah and Elad
Aug 28, 2025 negative
Opinion
Helberg: US Strategic Vulnerabilities Are Components, Chips, and Minerals
“Our biggest exposure points are component manufacturing, semiconductor manufacturing, and minerals”
Jacob Helberg Aug 28, 2025 ▶ 36:56 No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
Aug 28, 2025 bullish
Prediction Open · timeframe Dec 2026
Helberg: US CapEx is over 2% of GDP and will probably double next year
“Massive CapEx investment, as you guys know that has really picked up in a statistically significant way. It's over two percent of GDP right now, and it's probably gonna double by next year.”
Jacob Helberg Aug 28, 2025 ▶ 3:58 No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
Aug 28, 2025 bullish
Prediction Not checkable as stated
Helberg: AI productivity will erode developing nations' labor cost advantage
“If we increase productivity, it will totally erode the competitive advantages in labor costs that developing countries have, and we have an opportunity to re-industrialize.”
Jacob Helberg Aug 28, 2025 ▶ 13:16 No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
Aug 28, 2025 negative
Assertion Partly supported
Helberg: US relies 90% on Chinese minerals and Taiwanese semiconductors
“We have 90% reliance on critical minerals that are refined in China, on semiconductors that are manufactured in Taiwan.”
Jacob Helberg Aug 28, 2025 ▶ 1:10 No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
Sep 5, 2025 bullish
Prediction Not checkable as stated
Nadler: AI tools will bridge specialist medical care gaps in rural US
“I think increasingly, certainly in rural areas and healthcare deserts at the fringes and edges of healthcare in the United States. That's absolutely how certainly open evidence is being used and how I think broadly is going to be used at least to sort of bridg…”
Daniel Nadler Sep 5, 2025 ▶ 30:18 No Priors Ep. 130 | With OpenEvidence Founder Daniel Nadler
Sep 5, 2025 positive
Assertion Not checkable as stated
Nadler: OpenEvidence is used by physicians in every US zip code
“We have physicians using open evidence in, in every state electoral county and zip code in the United States, including rural Alaska and southwestern Georgia.”
Daniel Nadler Sep 5, 2025 ▶ 29:34 No Priors Ep. 130 | With OpenEvidence Founder Daniel Nadler
Sep 5, 2025
Assertion Contradicted
Nadler: Medical error is the third leading cause of US deaths
“It's well known, and it's been often repeated, that medical error is a third leading cause of death in the United States after heart disease and cancer.”
Daniel Nadler Sep 5, 2025 ▶ 4:43 No Priors Ep. 130 | With OpenEvidence Founder Daniel Nadler
Jan 8, 2026 positive
Prediction Not checkable as stated
Huang: US-China relationship will improve under Trump administration
“I am optimistic that, that our relationship with China will improve. That President Trump and the administration has a really, really grounded and common sense attitude about and philosophy around, around how to think about China.”
Jensen Huang Jan 8, 2026 ▶ 59:00 NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
Jan 8, 2026 positive
What-if
Huang: Without energy growth policies, US would have lost AI revolution
“If not for this entire change in, in sentiment, About energy growth in our country. We can all concede now. We would have handed this industrial revolution to somebody else.”
Jensen Huang Jan 8, 2026 ▶ 54:27 NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
Jan 15, 2026 neutral
Assertion Supported
Michael: Shipbuilding welding jobs pay over six figures but lack workers
“I mean, the welding's jobs, we're trying to build ships here, can't find enough. And it's a job that pays six, more than six figures. In areas that are not high cost to live in.”
Emil Michael Jan 15, 2026 ▶ 35:39 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 negative
Assertion Contradicted
Michael: The US does not manufacture fiber optic cables domestically
“I mean, you know, fiber optic cable, we don't make fiber optic cables in this country. Fiber optic, you know, basic fiber, which they're using in the Ukraine and Russia war to do drones because they're jamming and all that, and we use for telecom and all that.”
Emil Michael Jan 15, 2026 ▶ 39:52 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 negative
Assertion Supported
Michael: The US relies on China for drone brushless motors
“A brushless motor goes into a drone. We're dependent on China for brushless motors.”
Emil Michael Jan 15, 2026 ▶ 38:13 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 negative
Assertion Supported
Michael: 200 pharmaceuticals are on the US critical shortage list
“You know, there's 200 pharmaceuticals on the critical shortage list, because we're dependent on other Countries.”
Emil Michael Jan 15, 2026 ▶ 34:18 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Apr 9, 2026 positive
Opinion
Allaire: Exporting digital dollars is strategically vital for the US
“This is a way to continue to export the dollar, and so we're now exporting digital dollars, and we're doing that all around the world, and that's, like, strategically important to the United States and from a geopolitical, geo-economic perspective.”
Jeremy Allaire Apr 9, 2026 ▶ 11:06 How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
May 14, 2026 positive
Assertion Supported
Helberg: Philippines is granting 4,000 acres for forward-deployed industrial base
“We made this arrangement with them where they are granting us 4000 acres, which is obviously very substantial. It's a third of the size of Manhattan. To do a very large industrial build out that's one of a kind that, that helps combine the predictability and c…”
Jacob Helberg May 14, 2026 ▶ 1:49 Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg
May 14, 2026 bullish
Assertion Supported
Helberg: AI is driving over a third of US GDP growth
“You know, the American economy has been proven incredibly resilient, and a big part of that is AI being this incredible, you know, incredibly strong economic force that is already fueling over a third of our economic GDP growth right here in the US.”
Jacob Helberg May 14, 2026 ▶ 13:04 Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg
May 14, 2026 negative
Assertion Not checkable as stated
Helberg: US has extreme concentration risk across non-chip AI hardware inputs
“And our concentration risk as a country is incredibly high for basically all of those inputs.”
Jacob Helberg May 14, 2026 ▶ 4:24 Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg
May 14, 2026 negative
Opinion
Helberg: Framing US as established power misjudges its underdog operational identity
“Alison Graham wrote this book years ago called The Thucydides Trapped, where he kind of characterized America as the established power, and he characterized China as the rising power. And I actually think, you know, one of the really big flaws in that whole li…”
Jacob Helberg May 14, 2026 ▶ 33:26 Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg
Aug 15, 2026 bullish
Assertion Partly supported
Valar Is the Only Private Company to Ever Produce Nuclear Power
“This is the fifth new nuclear device to make power in the United States since the year 2000. Fowler is the only private company founded since the discovery of nuclear fission that has ever made nuclear power.”
Isaiah Taylor Aug 15, 2026 ▶ 26:45 How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
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