United States, every mention
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every year anyone Sarah Guo 124Elad Gil 102Sriram Krishnan 25Brian Schimpf 21Jared Kushner 20Jacob Helberg 20Jensen Huang 17Dan Hendrycks 13Joe Liemandt 10Tarek Mansour 9
Verbatim, from the transcripts: the passages where United States comes up
Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
- ▶ 19:08 Brian Armstrong So like we just, we just announced, um, our tokenized stocks product, uh, which is only available outside the U S right now, unfortunately, but we're working with, um, the SEC and others to get in a path to do it in the U S. 4 times in the scene
- ▶ 38:40 Brian Armstrong You know, people have seen these movies like Gattaca and things like that, but actually like, if you look at the Pew research, like, 80% of Americans, uh, embryo editing for disease prevention is supported by the population.
- ▶ 41:27 Elad Gil Uh, there's others that have been discussed in the Philippines relative to certain US interests, you know, so there's, there's really interesting things in front right now there. 10 times in the scene
Redefining Chip Architecture with Arm CEO Rene Haas
- ▶ 14:03 Rene Haas And then when you, when you layer on top of that, a lot of buzz that's coming from different parts of the, of the, of the country in the United States here relative to slowing down data center development or putting restrictions around it.
- ▶ 18:08 Rene Haas One of the largest ones is SoftBank KK, which is essentially SoftBank, SoftBank Mobile, uh, inside the U.S.
- ▶ 25:23 Sarah Guo Like, um, what's your, what's your stance on, you know, how, uh, how protectionists, I realize it's not an American company, but you do a lot of business here, how protectionist the US or the West should be about manufacturing of chips,… 10 times in the scene
- ▶ 30:27 Rene Haas And then, and there's a lot of America, just again, on the American political scene who, 2 times in the scene
From Restoring Sight to Reimagining the Brain, with Max Hodak
How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
- ▶ 0:12 Isaiah Taylor First Triso reactor to turn on in over 50 years in the United States. 2 times in the scene
- ▶ 1:02 Sarah Guo We're here in their Utah nuclear facility, where we're going to do a tour, talk about why speed and scale are the only path to making nuclear reactors in the United States again, why energy is the only input to our hyper techno industrial…
- ▶ 4:24 Sarah Guo So for people who come from outside the nuclear industry, like, why did we stop building reactors in this country? 3 times in the scene
- ▶ 8:25 Isaiah Taylor Um, if you look back at the early days of nuclear legislation, um, there were actually two pathways for nuclear in the United States. 2 times in the scene
- ▶ 26:45 Isaiah Taylor This is the fifth new nuclear device to make power in the United States since the year 2000.
- ▶ 33:32 Sarah Guo How much of the premise of Valor is Possible Now comes from there are increasing demands for power, you know, in the United States, largely driven by AI compute?
- ▶ 39:12 Isaiah Taylor And they literally flew all around the country collecting rock samples from all around the United States.
- ▶ 49:12 Isaiah Taylor Um, one of the unique advantages that the United States has is a risk on equity capital environment, right? 2 times in the scene
- ▶ 57:05 Isaiah Taylor We figured out, you know, Charles Hall here in the United States figured out aluminum electrolysis.
Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak
- ▶ 31:39 Melisa Tokmak And it was, it was just being able to talk when they were in the U S in colleges 2 times in the scene
Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang
- ▶ 45:48 Stanley Tang Like, are you going to have half America doing, doing deliveries for us every month?
Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
- ▶ 26:57 Glenn Fogel I think it's underappreciated by some people, probably I'd say Americans, because in the alternative combinations area, obviously a big player is someone who invested in very early Airbnb. 2 times in the scene
- ▶ 36:26 Glenn Fogel And when the person who was making a very nice living and felt very good about itself because he or she is driving an eight-wheeler across the US and very responsible, helping contribute to a job, and now all of a sudden that's completely…
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- ▶ 1:11 Sarah Guo We talk about his plan to transform Intel, having the U.S. government as a major shareholder, how to be an amazing semiconductors investor, and whether or not we can make chips in the United States.
- ▶ 1:30 Sarah Guo American semis company. 3 times in the scene
- ▶ 9:50 Elad Gil Yeah, I mean, it's very exciting to see how you're morphing the business here in the U.S. in terms of, um, incrementally building out the foundry business, in terms of collaborating with things like TerraFab. 2 times in the scene
- ▶ 14:03 Lip-Bu Tan But I finally decided this is very important for United States, and also very important for the industry. 2 times in the scene
- ▶ 17:18 Lip-Bu Tan And then we just announced a big program with Indian government to manufacturing in, in India plus in US and New Mexico.
- ▶ 22:51 Lip-Bu Tan I invest over the years, uh, 200, and 38% is in US. 2 times in the scene
- ▶ 35:17 Sarah Guo Um, it's also been a bit frowned upon in American business culture for a long time.
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- ▶ 2:13 Andrew Feldman Big models, small models, US models, Chinese models, um, trillion parameter models of one billion parameter models across the board.
- ▶ 22:17 Andrew Feldman Um, historically large companies like doing business with other public companies in the US, and you get a credibility and a legitimacy from having your books audited, from them being able to see who you are, that is different than when…
Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg
- ▶ 0:46 Elad Gil We spoke with Jacob before he was confirmed in this role, and we're very excited to have him back to discuss, uh, Pax Silica, which is a multi-nation effort to secure the AI supply chain for the United States and its allies. 2 times in the scene
- ▶ 4:24 Jacob Helberg And our concentration risk as a country is incredibly high for basically all of those inputs. 2 times in the scene
- ▶ 12:38 Sarah Guo When you think about the 14 countries that are already part of PAC silica or, uh, you know, this as a potential blueprint for others to be involved in American for deployed industrial bases, like, what's the value prop for them? 3 times in the scene
- ▶ 14:39 Elad Gil How do you think about the areas where you want to partner with other countries versus have things happen in the US? 6 times in the scene
- ▶ 25:53 Jacob Helberg So the, uh, administration's approach to expanding our domestic energy supply is, you know, obviously part of that expanding nuclear, you know, the administration's really undertaking a lot of efforts to basically cut red tape, um,… 2 times in the scene
- ▶ 33:06 Sarah Guo You referred to America as a global underdog, I, I believe. 15 times in the scene
Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
- ▶ 17:23 Alexander Taubman It's probably around one percent penetrated in terms of real enterprise AI use cases, and when you think about sort of the, you know, the overall economy, first of all, 99% of businesses in America are, are small businesses, and they don't…
Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
- ▶ 3:13 Tuhin Srivastava Sorry, Abridge is a, um, ambient, um, scribe, um, that is used by physicians in, um, like, you know, almost all hospitals in the U.S.
- ▶ 9:34 Elad Gil And B, you know, people often talk about how there should be like US counterweights to this. 6 times in the scene
SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig
- ▶ 13:08 Philipp Herzig U.S. employee, right?
Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
- ▶ 27:08 Bill McDermott And on top of that, we made the move into security, not because we're going to do all things in security, but because U.S. is the world's largest economy, China's number two, and cybercrime is number three.
- ▶ 46:10 Bill McDermott The U S is the leader in terms of consumption and adoption of AI and then moving faster.
- ▶ 53:00 Bill McDermott You migrate yourself then to the United States and you wrap up with Asia.
How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
- ▶ 6:03 Elad Gil Uh, the stablecoin companies are big buyers of treasuries, uh, or US treasuries and other sort of instruments like that. 3 times in the scene
- ▶ 10:52 Elad Gil And then three is, um, my sense is it's also a way for people to participate in US dollars who often would not have access directly. 2 times in the scene
- ▶ 33:02 Jeremy Allaire And right now, the interesting thing about things like tokenized stocks is, um, mostly it's interesting to enable people not in the U.S. to access these.
Who's Actually Funding the AI Buildout?
- ▶ 28:46 Neil Tiwari I think, you know, we're continuing to see that sovereigns view, compute, and AI, you know, as, uh, and even we do here in the, in the United States as, as, as a matter of national security. 2 times in the scene
The AI Code Slop: Risk or Opportunity?
AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
- ▶ 0:19 RJ Scaringe My view is EV adoption in the United States is a reflection of the lack of choice.
- ▶ 0:44 Sarah Guo We're here to talk about their autonomy strategy, proprietary chips, their coming R-II model, whether Americans want EVs, and what our relationship to cars is going to be in the age of AI.
- ▶ 24:09 RJ Scaringe And so R two is the, our first truly mass market product with pricing that's, as we've said, going to start at 45 and allows people that are in that, you know, the average price of a new car in the United States is 50,000 dollars in that… 3 times in the scene
How AI Will Transform Roblox Games into Photorealistic Worlds | CEO David Baszucki
- ▶ 37:20 David Baszucki We can see what part is the USA market. 2 times in the scene
The Largest Untapped Market Inside U.S. Defense | Emil Michael
- ▶ 3:37 Sarah Guo This is like a, I mean, it's an amazing unification of like a bunch of stuff that's clearly important to America and to, you know, global security.
- ▶ 7:35 Emil Michael Few countries can build them or Chinese, Russia, US, but my, uh, critical technology area is to do that at scale and at a reasonable price, because they're all very expensive now.
- ▶ 12:45 Emil Michael Back into the pool of data that ChatGPT or Claude or any of these companies have, because we certainly don't want, no one in this country wants our data getting out into the general public, right?
- ▶ 14:17 Emil Michael We get a lot of intelligence from satellites, from all the things the United States does across the enterprise that, uh, previously used human analysts for.
- ▶ 19:38 Sarah Guo Can you tell us about it or, um, anything you learned or that the American people should hear about?
- ▶ 22:37 Sarah Guo And you have talked about the need for more new primes and like people to solve some of the problems that you're looking at and are important to American dominance and competitiveness. 2 times in the scene
- ▶ 32:20 Sarah Guo Uh, and how do you, like, reignite that ecosystem when, um, a lot of people have given up on American manufacturing in different domains. 6 times in the scene
- ▶ 38:04 Emil Michael The American public wasn't thinking about it. 2 times in the scene
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
- ▶ 7:20 Jensen Huang These three plants are currently being meant, being built in the United States at very large scale, quite broadly all over the United States for the very first time. 3 times in the scene
- ▶ 15:27 Elad Gil On the closer side, it's still a lot of the US models, but things like Quinn, DeepSeq, et cetera, are doing very well. 3 times in the scene
- ▶ 33:49 Jensen Huang Literally DeepSeq benefited American startups and American AI labs all over. 5 times in the scene
- ▶ 55:42 Sarah Guo What's really interesting is I, I agree that timeline is too far out to address people's, um, you know, power generation issues in 27 and 28, where, uh, you know, large players building clusters are very concerned, but the, the biggest…
- ▶ 1:01:41 Jensen Huang Creates prosperity in the United States, um, provides for tax revenues, and ultimately funds the mightiest military on the planet. 7 times in the scene
- ▶ 1:13:48 Jensen Huang When you think about wanting to win, that America should win AI, it should not just be America should 2 times in the scene
No Priors Ep. 144 | The 2026 AI Forecast with Sarah & Elad
- ▶ 9:16 Elad Gil Chinese car companies, which are banned from coming into the US market.
- ▶ 35:04 unnamed speaker I think 2026 is going to be a very interesting year for American open models. 4 times in the scene
- ▶ 38:52 unnamed speaker Currently, about a third of Americans hate AI and think it's really bad. 2 times in the scene
No Priors Ep. 140 | With Benchling Co-Founder and CEO Sajith Wickramasekara
- ▶ 8:06 Sajith Wickramasekara Um, and like that, that medicine is very commercially successful and widely distributed in the U.S. to, to those cancer patients.
- ▶ 9:44 Sajith Wickramasekara I think nine percent of healthcare spent, prescription drug sales are nine percent of healthcare spending in the U.S.
- ▶ 45:19 Sajith Wickramasekara Like, the U.S. is still the gold standard for how to, like, deliver medicines safely to people.
No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil
- ▶ 7:33 Dan Hendrycks And the U.S. might do that to China. 2 times in the scene
No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
- ▶ 10:46 Zach Dell Uh, and you know, another way to think about it is, you know, the U S grid kind of max peak is somewhere on the order of 700 gigawatts, but average 4 times in the scene
- ▶ 17:08 Zach Dell Right now, unfortunately, it's China, and we got to make the United States- 4 times in the scene
No Priors Ep. 133 | With Alpha School Principal Joe Liemandt
- ▶ 19:47 Joe Liemandt And there really is this whole, we have two different ethos in America about sports versus academics.
- ▶ 31:41 Joe Liemandt We spent 20 grand a year just in America. 4 times in the scene
- ▶ 44:25 Joe Liemandt That there's just easily, you know, just in America alone, there's ten million moms will pay a hundred bucks a month to have their kid be in the top one or five percent.
- ▶ 46:18 Joe Liemandt So the private school market in US is already over fifty billion dollars. 2 times in the scene
- ▶ 58:35 Joe Liemandt We spend a ton of money in this country. 2 times in the scene
No Priors Ep. 131 | With Jared Kushner
- ▶ 4:14 Jared Kushner We've done a lot here in the US and technology and AI and the data layer and some of the, the models and some of the different applications that we've worked on.
- ▶ 9:13 Elad Gil There's sort of the preexisting stalwarts, you know, there's the US and, uh, Israel and in some ways China, et cetera. 6 times in the scene
- ▶ 13:58 Jared Kushner And so obviously a lot is somebody who is, is incredibly well respected, um, in the US investing community, but particularly in AI with the way he's been so far ahead of a lot of these companies and seeing and investing in and seeing the… 3 times in the scene
- ▶ 27:15 Jared Kushner Push them to try and start doing some, uh, uh, production of their fabs in the US, and we, we pushed them to Arizona, which I think is now the foundation of what hopefully will be a much bigger deployments. 9 times in the scene
- ▶ 34:57 Jared Kushner So they actually told me they were starting to learn Chinese and, and push their alliance towards, uh, towards China because they thought the U.S. was no longer a reliable partner. 2 times in the scene
- ▶ 51:07 Jared Kushner I mean, Joe Gebbia just got announced as the chief design officer for the US. 5 times in the scene
No Priors Ep. 130 | With OpenEvidence Founder Daniel Nadler
- ▶ 0:09 Sarah Guo So, uh, give us a sense of this incredibly viral sensation that has been open evidence, uh, in terms of what type of, um, coverage it has of American doctors today. 2 times in the scene
- ▶ 4:43 Daniel Nadler And, you know, 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.
- ▶ 8:03 Daniel Nadler You know, we're used by 40% of doctors in the United States daily on average.
- ▶ 13:07 Daniel Nadler And, you know, you start to investigate and pull the thread a little bit, and you start to understand why, you know, there are very few things that people can agree about in America. 3 times in the scene
- ▶ 29:34 Daniel Nadler In under-resourced areas, as an example, um, you know, we have, uh, we, we, 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. 2 times in the scene
- ▶ 33:49 Daniel Nadler And I think at least we're having a conversation about it now in the United States.
No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
- ▶ 0:24 Sarah Guo We talk about what America needs to change about its global supply chain, why nuclear is the key to energy abundance, 2 times in the scene
- ▶ 1:26 Jacob Helberg Very exposed to potential geopolitical disruptions, and so helping move the needle to, uh, forge new partnerships with other countries to secure that is, is indispensable, uh, as well as supporting ongoing efforts by the administration to… 3 times in the scene
- ▶ 6:06 Jacob Helberg Um, 60% of that came from, you know, countries that, very large countries like the, the US, China, Russia, India, uh, and Germany.
- ▶ 9:04 Elad Gil There's big deposits in the US. 3 times in the scene
- ▶ 11:12 Sarah Guo When you, uh, project forward from, as you were talking about some of the leading indicators on CapEx and what's possible in terms of re-engineering trade flows, like, if it's not just consumption, like, what do you imagine makeup of the… 3 times in the scene
- ▶ 21:58 Jacob Helberg Um, I think the US and China are gonna be locked in a very aggressive race to control the scaffolding of the AI architecture for the world.
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