U.S.

7 statements across 6 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Apr 19, 2024 by Willem Sundblad · across every show →

Everything said about U.S., oldest first

Apr 19, 2024 neutral
Assertion Partly supported
Sundblad: US plastics industry has approximately 16,000 factories
“So you'd have about 16,000 factories in the U.S. In the plastics industry alone. Out of those, and Europe is about the same, Asia is about the size of U.S. And Europe combined.”
Willem Sundblad Apr 19, 2024 ▶ 29:11 Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
Aug 15, 2025 negative
Opinion
Levy: US civilian weather forecasting has fallen significantly behind global peers
“The U.S. On the civilian side has fallen significantly behind the rest of the world.”
Alex Levy Aug 15, 2025 ▶ 8:49 Rainmaker’s Secret AI Plan for Superintelligent Weather | Cloud Seeding · Sourcery with Molly O'Shea
Oct 17, 2025 negative
Assertion Not checkable as stated
Gil: US has built no large-scale monuments since Mount Rushmore
“I think the last time we built a large scale monument was Mount Rushmore, which was initiated in the twenties and was built up until the early forties. And then since that time, we really haven't done anything, societally, at least in the U.S.”
Elad Gil Oct 17, 2025 ▶ 3:43 Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
Dec 15, 2025 bullish
Prediction Open · timeframe Dec 2030
Schimpf: Europe will outspend US procurement fourfold over next five years
“Europe is going to spend something like four times the amount of procurement that the U.S. Is over the next five years.”
Brian Schimpf Dec 15, 2025 ▶ 10:41 Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea
Jan 21, 2026 bullish
Prediction Open · timeframe Dec 2026
Cliffton: Zipline expects US delivery business to grow over 10x this year
“So that grew really fast, and we're expecting that business to grow by more than 10 X this year again.”
Keller Rinaudo Cliffton Jan 21, 2026 ▶ 3:49 Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
Jan 21, 2026 bullish
Assertion Supported
Cliffton: Zipline now does more deliveries in the US than worldwide combined
“We had almost no operations in the U.S. At the beginning of last year, and we have now expanded to the point where Zipline actually does more deliveries in the U.S. Than it does in the rest of the world combined.”
Keller Rinaudo Cliffton Jan 21, 2026 ▶ 3:40 Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
Jan 22, 2026 neutral
Assertion Not checkable as stated
Cliffton: Zipline employs 1,300 people globally, with 800 US staff mostly engineers
“Zipline is about 1300 people. We're about 800 people in the U.S., and more than half of those people are engineers.”
Keller Rinaudo Cliffton Jan 22, 2026 ▶ 2:21 Inside Zipline’s Factory: The World’s Largest Drone Delivery Network · Sourcery with Molly O'Shea
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