United States
also referred to as: the us · u s · us
110 statements across 48 episodes · 39 bullish · 50 bearish · 43 people on the record · first statement Mar 15, 2024 by Delian Asparouhov · said 1,439 times in 166 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (480), David Friedberg (60), Keller Rinaudo Cliffton (39), Scott Nolan (27), Chris Power (26), Brian Schimpf (25), Brian Armstrong (25), David Ulevitch (23)
tap a year for its mentions
2026 584 mentions in 77 episodes 8 per episode
- David Friedberg Explains America's Economic Crisis in 60 Minutes · Sourcery with Molly O'Shea
- Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
- Brian Armstrong: Rebuilding Coinbase Around Intelligence · Sourcery with Molly O'Shea
- 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- The $2.5B Drone Company Trying to Become the Toyota of Defense
- How He Turned a Blood Test Startup Into $7B OS for Healthcare · Sourcery with Molly O'Shea
- Dino Mavrookas: America Needs to Build Ships Again
- The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard · Sourcery with Molly O'Shea
- 69 more episodes that year, every mention in 2026 →
2025 688 mentions in 69 episodes 10 per episode
- Inside Hadrian's $260M Series C to Advance Manufacturing in America · Sourcery with Molly O'Shea
- Peter Thiel’s $50M Bet on U.S. Uranium Enrichment, General Matter · Sourcery with Molly O'Shea
- How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
- Rainmaker’s Secret AI Plan for Superintelligent Weather | Cloud Seeding · Sourcery with Molly O'Shea
- CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea
- How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
- Nuclear Race to Power Superintelligence · Sourcery with Molly O'Shea
- Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office · Sourcery with Molly O'Shea
- 61 more episodes that year, every mention in 2025 →
2024 167 mentions in 20 episodes 8 per episode
- Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
- Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
- Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse · Sourcery with Molly O'Shea
- Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
- Radiant CEO Doug Bernauer on Portable Nuclear Microreactors & the Future of Clean Energy · Sourcery with Molly O'Shea
- Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
- Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
- 12 more episodes that year, every mention in 2024 →
Everything said about United States, oldest first
Mar 15, 2024 positive
Mar 29, 2024 bearish
Apr 19, 2024 negative
Sundblad: Oden relocated to US in 2015 due to European cloud resistance
“And then we went to a trade show in Germany and I'm probably going to make a lot of Germans angry now, but that's fine. But this was in like, 2014, 15. And we told them, you know, them what we're going to do. And they just shook their head and said, like, you'…”
May 3, 2024 bearish
May 3, 2024 negative
May 3, 2024
The U.S. hit its 65,000 H-1B visa annual cap by 1997
“In 1990, we said, okay, we will allow 65,000 of them a year. And the trouble is that there are many, many more people. There's like over demand than there is supply. And so the cap, which is 65,000 H one B's every year in. 1997, if I remember correctly, basica…”
May 3, 2024 negative
May 3, 2024
May 31, 2024 neutral
May 31, 2024 negative
Sep 20, 2024 neutral
Sep 20, 2024 positive
Northzone led Spring Health Series A based on Scandinavian mental health trends
“In Scandinavia, mental health was actually a thing long before it was in the U S they're so progressive over there. And so people were taking care of their mental health and it was destigmatized. Whereas in the United States, it was still kind of, this is, you…”
Oct 4, 2024 neutral
Mar 21, 2025 positive
Garrett: European breakout startups face fewer venture-backed clones than US winners
“When you build a winner, you don't have what you have in the U S which is like, once there's a large, massive winner and outcome in the U S there's like 20 startups that get funded to go compete. Right. And Europe, it's not like that. The capital market is not…”
Apr 9, 2025 bullish
Apr 22, 2025 negative
Apr 22, 2025 negative
Jun 20, 2025 bullish
Jul 18, 2025 positive
Jul 18, 2025 bearish
Jul 18, 2025 bearish
Jul 18, 2025 positive
Jul 18, 2025
Jul 18, 2025 neutral
Jul 18, 2025 bearish
Power: Demographic decline will pressure Xi Jinping to act before 2037-2042
“We just have to last till about 2037, 20 42, and then kind of overnight China's working population will cut in half, and then they can try again in another thousand years. So that will put a lot of pressure in our opinion on Xi to actually do something, becaus…”
Jul 22, 2025 bearish
Jul 23, 2025 bearish
The United States' lead in artificial intelligence is actively shrinking
“Well I think America is winning on AI as it stands, but the lead is really shrinking, and when it comes to standards, for better or for worse, the debate that's happening right now between companies is like, what do we think about the EU AI Act? And the U.S. D…”
Jul 27, 2025 positive
Jul 30, 2025 bearish
Nolan: China doubled its grid since 2010 while US stayed flat
“And you look at China's grid in 2010,
U S and China were neck and neck.
Just that's where the two lines cross on the chart, 2010.
And since then China's doubled its grid while we stayed flat.
So now they have two X the energy production that we have, and it's …”
Jul 30, 2025 bearish
Nolan: US produces under 0.1% of global enriched uranium today
“And so we're here now today with the U S doing less than .1% of global enrichment, effectively R and D capacity, not much commercial capacity, and just completely relying on foreign state backed entities. About 25% of enrichment in the U S comes from Russia an…”
Jul 30, 2025
Aug 8, 2025 bullish
Aug 8, 2025 positive
Aug 8, 2025 bearish
Taylor: China is commercializing US nuclear reactor designs from the 1970s and 1980s
“They're also turning on innovative types of reactors that were invented in the United States in the seventies and eighties. And they sort of sat on the shelf and we never really tackled them. We ran into a bunch of regulatory roadblocks and then we never turne…”
Aug 11, 2025 negative
Aug 11, 2025 positive
Aug 11, 2025 positive
Maslin: The US has sophisticated multi-generational manufacturing talent across key states
“When you look at the SMBs, those mom and pop shops that have been doing CNC machining or welding or any other type of metal work for the last 25 years, we have incredibly sophisticated technicians in this country. We have second, third, fourth generation welde…”
Aug 11, 2025 negative
Maslin: Copy-pasting Chinese manufacturing methods to the US will fail
“If you're just copying and pasting China into the United States and trying to build a manufacturing business around that, you are doomed. You will absolutely fail because when you think about the unit economics, labor costs, Environmental regulations. Permits.…”
Aug 11, 2025 neutral
Aug 15, 2025 bearish
Aug 22, 2025 positive
Oetting: 8VC companies Resilience and Saronic will manufacture exclusively in US
“We're not going to build our, you know, our fill finish facility in any other country at Resilience. We are 100%, we're more than 100% all in, in that facility, right? Cerronek's not going to go build ports in, you know, some random tax haven place just becaus…”
Aug 22, 2025 negative
Oetting: The US has fallen behind most in shipbuilding capacity
“Figuring out how to build ships in the United States again, which is an area that we probably have, you know, the fallen behind the most. In terms of our capacity. And that's on the defense side, but also on the commercial side as well.”
Sep 1, 2025 bearish
Sep 10, 2025 positive
Sep 10, 2025 neutral
Shadbolt: GlobalFoundries is the last remaining US tier-one pure-play foundry
“GF is really the last remaining pure play semiconductor, like tier one semiconductor foundry in the United States. So we offshored huge fractions of our semiconductor industry, as far as like a high volume, 300 millimeter foundry that is making chips for indus…”
Oct 5, 2025
Oct 5, 2025 negative
Lowery: US high-volume amplifier manufacturing died after the early 2000s telecom boom
“We haven't built that kind of volume of amplifiers in the United States anyways since the early 2000 when we were doing the base stations and all of the towers were going up for our cell phones everywhere and you had Nortel networks and all of that. That was r…”
Oct 8, 2025 bullish
Oct 8, 2025
Oct 17, 2025
Gil: Developing public monument projects across 4-5 US cities
“We're working on doing monuments or public art across four or five key cities in the U S and we've been talking with different, both artists and artisans around different materials. So we've experimented with different bronze works. We've experimented with mar…”
Oct 17, 2025 negative
Gil: State-level regulations like California's could curtail US AI progress
“And the dangerous part in AI was there's state level initiatives that have been very negative or could have been very negative for AI. I think Scott Wiener proposed one in California. I think there's others that have been proposed in other states that you coul…”
Oct 17, 2025 neutral
Oct 27, 2025 positive
Zipline used its Rwanda drone delivery safety records to win US approval
“The whole idea was we're going to go out to Rwanda. We're going to prove out that we can do this. And then we can bring back all of the safety records to the U S and eventually be allowed to fly in the U S which is what has happened now.”
Nov 18, 2025 negative
Ulevitch: U.S. defense manufacturing relies critically on Chinese raw materials
“China, their ability to build ships is much, much faster than ours. A lot of the raw materials we need for our own shipbuilding comes from China, the steel and many of the metals. A lot of the things we need for batteries, for motors, for a lot of the ingredie…”
Nov 18, 2025 bearish
Nov 21, 2025 positive
Ulevitch: US should build better anti-ship missiles rather than match China's shipbuilding volume
“I'm not sure that the right strategy for America is to say, oh, they can build a hundred ships a year, so we need to be able to build a hundred ships a year. Like, what I would say a better strategy is if China's able to build a hundred ships a year, what if w…”
Nov 21, 2025 bullish
Nov 21, 2025 negative
Ulevitch: China is far more advanced than US in defense shipbuilding and manufacturing
“If you've ever been to Shenzhen, which I went to even before I joined in recent Horowitz and saw the manufacturing capabilities of advanced, advanced manufacturing, robotics manufacturing you know, and then now we see the defense like shipbuilding manufacturin…”
Nov 21, 2025 negative
Nov 24, 2025
Dec 13, 2025 negative
Michael: China is building hypersonic missiles at costs the US cannot match
“So they've developed certain capabilities in certain hypersonic missile categories, ah, at a price that, ah, that we haven't achieved yet, which is why one of my critical technology areas is high, scaled hypersonics at cost.”
Dec 13, 2025 negative
Michael: The Iraq and Afghanistan wars were a net negative for US
“The second war in Iraq and the Afghanistan war, and there were long, expensive conflicts where the benefit to the United States, looking back on it, was negative. It wasn't even neutral, right? It cost a lot of people their lives, and Afghanistan is still, Afg…”
Dec 15, 2025 negative
Dec 16, 2025 bullish
Dec 16, 2025 positive
Schimpf: Critical defense supply chains require commercially viable factories
“You have to solve this at a commercially viable level, not at a defense specific level. It will always then be too expensive and unproducible. If you just have a defense exquisite magnet factory, like that doesn't work. You need a commercially viable magnet fa…”
Dec 16, 2025 bullish
Dec 18, 2025 negative
Dec 18, 2025 bearish
Stephens: Belt and Road has put the US in a weakened position
“China is playing a subsidized subsidization game with all of their kind of domestic national champions and they're also running a very effective 40 chess strategy with the Belt and Road Initiative, which has put the United States and our allies and partners in…”
Dec 22, 2025 bearish
Dec 22, 2025 bullish
Luckey predicts mass-producing weapons in existing auto factories will become a major model
“I think that that is a model that is going to be a big deal here in the United States, and I think it's also going to be a big deal in allied nations that similarly have a lot of their own existing industrial capacity. You know, you don't necessarily have to b…”
Dec 22, 2025 positive
Dec 22, 2025 negative
Luckey: Optical camouflage is not useful in modern defense
“The biggest problem with optical camouflage, and the main reason you don't see a lot of money being put towards it in the modern defense base is it's not actually that useful. It's useful against human adversaries who do not have any other technology to aid th…”
Jan 17, 2026 positive
Jan 21, 2026 bullish
Cliffton: Zipline's Dallas ordering rates imply 50B US deliveries annually
“The crazy thing is that the data that Zipline is currently seeing in Dallas, that the frequency of customer ordering, if you were to apply that just to the rest of the US, there would be fifty billion instant deliveries happening in the US every year.”
Jan 21, 2026 bullish
Jan 21, 2026 bullish
Mar 13, 2026 neutral
Apr 13, 2026 bullish
AI Productivity Gains Will Amplify the US Competitive Advantage
“I tend to believe in the former just because I'm being an American by choice. You sort of better be a patriot. Otherwise, what exactly were you thinking? And I am. So I tend to think that we will probably end up with just a Amplification of our advantage.”
Apr 17, 2026 bearish
Abraham: AI disparity will force NYC luxury apartments to hire armed guards
“The wealth disparity that's already extreme in the US is going to become even more extreme, and one of the first effects of that is just going to be that we're going to live in a less safe society, where in your New York Fancy apartment where you have your doo…”
Apr 23, 2026 positive
Apr 23, 2026 bullish
Apr 29, 2026 negative
Apr 29, 2026 positive
Harrison: U.S. defense innovation requires pairing technical builders with military mavericks
“This sort of like one-to-one pairing of people who are doing hard things and military mavericks who are protecting and enabling their ability to execute that has been a very important capability throughout the history of sort of military innovation in the U.S.”
Apr 29, 2026 negative
Apr 29, 2026 negative
Apr 29, 2026 bearish
Harrison: Conflict with China would invalidate a huge swath of US naval assets
“The problem with that is that if we get into any conflict with China, there's suddenly a huge swath of our naval assets that we don't want to put anywhere near China, Because they could just demolish it. And so it invalidate even a lot of the exquisite assets …”
Apr 29, 2026
Harrison: America's main existential threat is self-inflicted capability failure
“None of them could have an impact on the U.S. Because the U.S. Has such a unique in history and in geography and nation states, such a unique capability. That it is very diff, the US is a, has a lot of unfair advantages, and so what Lincoln says is, if we are …”
Apr 29, 2026 positive
Harrison: Ukraine is live testing and fielding military tech faster than the US or China
“Ukraine was like the military industrial complex in production where it's like they're live testing stuff. Way more rapidly, even than, like, even the US at its best, even China or wherever. In Ukraine, it's just, we try something and we immediately field it, …”
Apr 29, 2026
Jun 2, 2026 positive
Jun 11, 2026 negative
Jun 26, 2026 positive
Armstrong: Coinbase Was First in the US Approved for Crypto Perp Futures
“Getting these approvals in the US we were the first for These perpetual style futures and things like that for crypto and options trading. We're the first company to do that. I don't think any other company in the U S has gotten that yet.”
Jun 26, 2026 negative
Jun 26, 2026 bullish
Jun 26, 2026 neutral
Armstrong: The US Ranks 11th or 12th Globally in Economic Freedom
“And I think that America is one of the more free market capitalist countries in the world. It's not the most. It's, I think it's in the top 11 or 12. You can actually go look at the rankings, right? There's various organizations that publish rankings of the ec…”
Jul 22, 2026 bearish
Jul 22, 2026 positive
Friedberg: Tax unrealized gains, raise capital gains to 40%, cut income taxes
“When billionaires borrow against their unrealized capital gains, they should pay capital gains tax. Capital gains tax should be 40%, not 15% or 18% or 20%. They should pay the same as labor. In fact, labor should pay less. Income tax should be much lower. Capi…”
Jul 22, 2026 bearish
Jul 22, 2026 positive
Friedberg: US Should Target Converting 2% of Workers to Capitalists Annually
“And I think the key metric for America should be to convert two percent of Americans from labor to capital each year. If that would be the KPI from America for the next 250 years, we would fucking crush it. Because what that means is that in 50 years, every Am…”
Sep 7, 2026
Sep 7, 2026 negative
Sep 7, 2026 positive
Sep 8, 2026 negative
Sep 8, 2026 negative
Sep 8, 2026
Sep 8, 2026 negative
Sep 8, 2026 bullish
Sep 10, 2026 bearish
Sep 10, 2026 bearish