Arizona

4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Apr 6, 2025 by Augustus Doricko · said 44 times in 34 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (12), Jordi Hays (7), Augustus Doricko (5), Samuel Hammond (1), Dylan Patel (1), Delian Asparouhov (1)

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0017.5215202420252026episodesmentions per episode
2026 18 mentions in 15 episodes 1 per episode
2025 19 mentions in 12 episodes 2 per episode
2024 7 mentions in 7 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Arizona, oldest first

Apr 6, 2025 bullish
Disclosure
Doricko: Rainmaker will launch a land fund in 2026 to terraform desert
“I'm going to wait until Q one or Q two, 26 to do this, but we're just going to stand up a land fund and we're just going to start buying up the land that currently isn't arable, primarily in Arizona and California, because the same acre of land that's worth li…”
Augustus Doricko Apr 6, 2025 ▶ 18:56 Augustus Doricko (Rainmaker) Talks Terraforming, Regulation Battles, and Climate Tech
Apr 28, 2025 neutral
Opinion
TSMC is entirely pot-committed to making its Arizona fab work
“They're more pot committed than almost any other company in the world. And they don't really have an out for this. So they're gonna do everything they can to, you know, make make Arizona work and make the relationship with this administration in this country m…”
Jordan Schneider Apr 28, 2025 ▶ 30:56 Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
May 4, 2025 bearish
Opinion
Doricko: Nobody knows how TSMC's Arizona plant will get its water
“Particularly like the teams, the TSMC plant in Arizona, nobody knows where the water for that's going to come from.”
Augustus Doricko May 4, 2025 ▶ 19:16 We Went to DC to Interview Tech's Power Players
Mar 6, 2026 neutral
Assertion Partly supported
Hays: TSMC's Arizona Fab Could Handle 30% of Advanced Production
“TSMC is planning ahead, working on a fab complex in Arizona, which Tyler visited. Should be able to handle 30% of total advanced truck production at scale, but it's on a knife's edge.”
Jordi Hays Mar 6, 2026 ▶ 24:16 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
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