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
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…”
Nov 12, 2024
Nov 19, 2024 negative
Nov 23, 2024 bullish
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…”
Dec 31, 2024 positive
Jan 25, 2025 neutral
Feb 28, 2025 negative
Apr 25, 2025 negative
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…”
Apr 25, 2025 neutral
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.”
Apr 26, 2025 positive
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.”
Apr 26, 2025 positive
Apr 26, 2025
Apr 26, 2025
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…”
Apr 28, 2025 bearish
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…”
Sep 4, 2025 bullish
Sep 6, 2025 bullish
Oct 15, 2025 neutral
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,…”
Oct 21, 2025 negative
Nov 7, 2025 neutral
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…”
Dec 10, 2025 negative
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…”
Jul 20, 2026 neutral
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…”
Jul 30, 2026 positive