America

part of Americas

23 statements across 20 episodes · 9 bullish · 6 bearish · 11 people on the record · first statement Oct 14, 2024 by John Coogan · across every show →

Everything said about America, oldest first

Oct 14, 2024 positive
Assertion Not checkable as stated
Coogan: Malaysia is emerging as neutral hub for AI data centers
“Malaysia has emerged as this neutral place where all, every company, yeah, all the AI companies are building data centers there. Because it's right next to Singapore, which is a massive trading hub, but then it's also independent between like China and America…”
John Coogan Oct 14, 2024 ▶ 0:22 The "Switzerland of AI" is Crazy (ep3)
Nov 12, 2024
Assertion Contradicted
Coogan: Wealthy Americans traveled abroad for GLP-1 drugs before US availability
“The, like, GLP-I's were, like, widely available for, like, five years before they came to America, and a lot of rich people were going abroad to get them.”
John Coogan Nov 12, 2024 ▶ 1:26:39 Inside JD Vance's Portfolio (ep8)
Nov 19, 2024 negative
Opinion
Coogan: The US doesn't need passenger rail because of planes and cars
“We have planes and cars and they go everywhere and we don't need trains. And in fact, America does have a fantastic rail system. We just use it for freight because America is a lot bigger than France to Germany.”
John Coogan Nov 19, 2024 ▶ 3:14:54 Who's Getting Rich Off Ozempic? (e12)
Nov 23, 2024 bullish
Opinion
Automation and Humanoid Robotics Are the Path to US Re-Industrialization
“I do think that there's an interesting thesis I heard that the path to real re-industrialization in America is not Not through trying to play the last war, but instead focusing on the next war, which is humanoid robotics, and if we really get that right, and w…”
John Coogan Nov 23, 2024 ▶ 53:28 FACT CHECKERS vs. tech article (ep14)
Dec 31, 2024 positive
Assertion Supported
Hayes: TSMC has begun manufacturing chips in the United States
“The other thing to highlight under here that was seemingly monumental was TSMC actually starting to produce chips here in America.”
Jordi Hays Dec 31, 2024 ▶ 13:54 Year of Tech in Review (ep25)
Jan 25, 2025 neutral
Assertion Supported
Coogan: 77% of Chinese Expect AI Job Growth vs 36% in US
“The 70, 77% of Chinese agreeing with the statement, AI will lead to many new jobs created in my country, contrasts pretty, pretty dramatically with America's 36%.”
John Coogan Jan 25, 2025 ▶ 31:10 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Feb 28, 2025 negative
Opinion
Petersen: Banning port automation puts America at a competitive disadvantage
“Pretty ridiculous to ban automation in a port. Just putting America at a competitive disadvantage.”
Ryan Petersen Feb 28, 2025 ▶ 12:59 Flexport's New AI Products and the Future of Port Automation
Apr 25, 2025 negative
Opinion
Srinivas: Breaking up Google harms America and will not increase competition
“I don't think Google should be broken up for two main reasons. One is, it's not even in the interest of America for Google to be broken up. And number two is, it doesn't actually increase competition. It's just gonna, like transfer from one monopoly to another…”
Aravind Srinivas Apr 25, 2025 ▶ 3:39 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Apr 25, 2025 neutral
Prediction Not checkable as stated
Srinivas: Neither the US nor China will slow down in AI race
“Like, the genie's out of the bottle. China versus America. That race is already going on. Nobody's gonna slow down and everybody wants glory. Nobody cares about the other people or something. Everybody wants glory and some kind of power to control the future.”
Aravind Srinivas Apr 25, 2025 ▶ 26:13 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Apr 26, 2025 positive
Opinion
Ginn: Nearshoring supply chains to the Americas beats strict US reshoring
“We can have a new Monroe doctrine of like reshoring everything within this hemisphere. And I think that's more of like a reasonable and also quite more achievable Task than just saying everything has to come back into America.”
Aaron Ginn Apr 26, 2025 ▶ 10:38 Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
Apr 26, 2025 positive
Opinion
Ginn: US needs the world's largest GPU cluster as a deterrent
“I think America should have the largest GPU cluster in the world as a deterrent.”
Aaron Ginn Apr 26, 2025 ▶ 9:21 Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
Apr 26, 2025
Assertion Supported
Farid: There are 250,000 factories in the United States
“We do have 250,000 factories in America that are making all kinds of products, so they exist.”
Saman Farid Apr 26, 2025 ▶ 1:33 How Robots Are Quietly Rebuilding U.S. Manufacturing | Saman Farid on TBPN
Apr 26, 2025
Assertion Contradicted
Farid: US factories run under 2,000 hours annually versus 7,500 in China
“The typical utilization rate of a factory in America is less than 2000 hours a year. This, the comparable number in China is 7500 hours a year, right? Like there's 8700 possible production hours in a given year. The vast majority of American factories are sitt…”
Saman Farid Apr 26, 2025 ▶ 1:48 How Robots Are Quietly Rebuilding U.S. Manufacturing | Saman Farid on TBPN
Apr 28, 2025 bearish
Opinion
US risks losing STEM research advantage to China over immigration crackdowns
“Xi Jinping would cut off his left hand for the basic research university industrial complex, which America has, which no other country in the world can hold a candle to until 20 until late 20 25. Where every single good STEM PhD and STEM and STEM professor who…”
Jordan Schneider Apr 28, 2025 ▶ 2:00 Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
Sep 4, 2025 bullish
Assertion Partly supported
Karp: Palantir experiences 10x growth in the US compared to Europe
“Like we have 10 X growth in America compared to Europe, same people, same products, same everything.”
Alex Karp Sep 4, 2025 ▶ 12:55 Palantir CEO Alex Karp on conspiracy theories, short sellers & advice for young people.
Sep 6, 2025 bullish
Assertion Supported
Palantir is growing 10x faster in the United States than in Europe.
“Like we have 10 X growth in America compared to Europe, same people, same products, same everything.”
Alex Karp Sep 6, 2025 ▶ 26:54 Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
Oct 15, 2025 neutral
Assertion Supported
General Motors Auto Loans Normalized American Consumer Debt In 1919
“It wasn't till 1919 that people were even started to think about taking on debt or anything like that in the country to then go trade. It was really a function of General Motors, by the way. General Motors started loaning money to people to buy cars. That was,…”
Andrew Ross Sorkin Oct 15, 2025 ▶ 26:17 Andrew Ross Sorkin on Why 1929 is Happening Again
Oct 21, 2025 negative
Insight
Ryan Cohen: Four-year US political cycles lack long-term incentives for AI stewardship
“It's governments and it's ones who are, who have a long tenure. You look at America, You know, the presidential cycle is four years. So, I don't know if that's necessarily long-term incentives.”
Ryan Cohen Oct 21, 2025 ▶ 40:01 GameStop CEO Ryan Cohen live on TBPN
Nov 7, 2025 neutral
Prediction Not checkable as stated
John Coogan predicts China wins a 15-year AGI race on energy advantages
“If AGI happens in 15 years, China is more likely to get it because they're on a steeper energy ramp than we are. But if AGI happens sooner, and it's, and it is just sort of an algorithmic breakthrough, like we do have an advantage in America because we have mo…”
John Coogan Nov 7, 2025 ▶ 26:28 OpenAI Requesting Federal Backstop? | Diet TBPN
Dec 10, 2025 negative
Insight
Hays: Cheap Chinese solar imports make US domestic manufacturing un-underwriteable
“America is very much like addicted to Chinese solar panels right now. Like the Chinese solar panels come here, they're cheap. And so we don't wind up buying or building a domestic solar panel industry because just to get anything off the ground, you have to go…”
Jordi Hays Dec 10, 2025 ▶ 21:20 Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
Jul 20, 2026 neutral
Insight
Cowen: Amish population growth is bounded by reliance on external subsidies
“It's possible because the surrounding society cross-subsidizes them. So you can't have a third of America being Amish. And I think they keep people in the fold because it is pretty small and tightly knit. And were there, say, three or four million Amish, which…”
Tyler Cowen Jul 20, 2026 ▶ 22:19 Tyler Cowen Doesn't Think America Should Ban Chinese AI Models
Jul 30, 2026 positive
What-if
Coogan: US probably wouldn't have a rocket company without Elon Musk
“If he hadn't worked on that, probably wouldn't have a rocket company in America.”
John Coogan Jul 30, 2026 ▶ 8:27 U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
Sep 9, 2026 positive
Assertion Supported
Coogan: AI created one million US jobs versus 200,000 related layoffs
“Add it all up, and the economist estimates that AI so far has created around one million new jobs in America that easily exceeds the roughly 200,000 layoffs attributed to AI since mid-twenty-twenty-three.”
John Coogan Sep 9, 2026 ▶ 30:50 OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN
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