Japan
6 statements across 6 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Aug 23, 2024 by Grace Isford · said 44 times in 24 episodes since 2024 · across every show →
Mentions by year
brought up most by Qasar Younis (12), Molly O'Shea (4), Patrick McGee (2), Mark Suster (2), Dino Mavrookas (2), Brian Schimpf (2), Brian Kim (2), Billy Talheimer (2)
tap a year for its mentions
2026 23 mentions in 11 episodes 2 per episode
- A Rare Look Inside Applied Intuition’s Physical AI Garage · Sourcery with Molly O'Shea
- SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
- Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
- Dino Mavrookas: America Needs to Build Ships Again
- Bridgit Mendler Gives Us the First Tour of Northwood's New HQ + Factory
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- 3 more episodes that year, every mention in 2026 →
2025 13 mentions in 10 episodes 1 per episode
- The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
- Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
- Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
- Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
- Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea
- Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office · Sourcery with Molly O'Shea
- Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
- How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic · Sourcery with Molly O'Shea
- 2 more episodes that year, every mention in 2025 →
2024 8 mentions in 3 episodes 3 per episode
- Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about Japan, oldest first
Aug 23, 2024 positive
Feb 24, 2026 negative
American corporations slowly decline once professional managers take over from founders
“But I find in the history of American corporations, and for Westworth, I think this is a uniquely like North American problem because it's not true in Japan, for example, but in history of American corporations, you get these significant moments of alpha follo…”
Apr 7, 2026 bullish
Jul 17, 2026 positive
Liang: Japan and South Korea are investing heavily in sovereign AI models
“Countries have started doing this work and you see this in Japan and Korea announced the same thing you see in other parts of the world where they're investing a significant, significant amount of money to actually train from scratch. Train their own national …”
Sep 8, 2026 neutral
Mavrookas: South Korean and Japanese shipbuilders rely on Chinese modules and labor
“Our allies, South Korea and Japan, the next two largest shipbuilders in the world. They're actually on the commercial side. They're actually getting a lot of their modules from China. They're getting a lot of their labor from China.”
Sep 10, 2026 negative
Mavrookas: South Korean and Japanese shipbuilders source modules and labor from China
“Our allies, South Korea and Japan, the next two largest shipbuilders in the world, they're actually, on the commercial side, they're actually getting a lot of their modules from China. They're getting a lot of their labor from China.”