Europe

26 statements across 21 episodes · 11 bullish · 10 bearish · 12 people on the record · first statement Oct 14, 2024 by John Coogan · said 270 times in 110 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (59), Jordi Hays (37), Alex Karp (9), Tyler Cowen (6), Sam Lessin (3), Roger Lynch (3), Erik Prince (3), Delian Asparouhov (3)

tap a year for its mentions
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04080202420252026episodes it came up in
00240480202420252026episodesmentions per episode
2026 62 mentions in 33 episodes 2 per episode
2025 171 mentions in 65 episodes 3 per episode
2024 37 mentions in 12 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Europe, oldest first

Oct 14, 2024 neutral
Assertion Supported
Coogan: Huawei's European replica campus in China employs 25,000 people
“25,000 people work here. It's like acres and acres and acres. Like you can just walk around this city for like, you know, hours and just only see Italian, French, and German architecture.”
John Coogan Oct 14, 2024 ▶ 1:05:13 The "Switzerland of AI" is Crazy (ep3)
Oct 24, 2024 bearish
Opinion
Hays: Deploying a full $400M early-stage fund exclusively in Europe is concerning
“The reason that I'm bullish overall on, I'm not bullish on the European focus. . I mean, I guess that if he's gonna invest the whole, if he's gonna invest the full four hundred million in Europe, that's concerning.”
Jordi Hays Oct 24, 2024 ▶ 1:41:37 Crypto is Back Baby (ep5)
Nov 3, 2024 negative
Assertion Contradicted
Hays: Roughly 95% of Europe's top 100 firms were founded over a century ago
“Yeah, the craziest one who we could overlay this is, like, out of Europe's, like, top 100 firms, like, all of them, or 95% of them, were created over a hundred years ago.”
Jordi Hays Nov 3, 2024 ▶ 2:12:59 The Secret Billionaire Party (ep6)
Nov 23, 2024 negative
Opinion
Heavy European Regulation Threatens to Destroy Legacy Automakers
“The biggest risk right now with the way that Europe is run is that they're trying to destroy the legacy car manufacturers by nannying them”
Jordi Hays Nov 23, 2024 ▶ 1:08:28 FACT CHECKERS vs. tech article (ep14)
Dec 12, 2024 bearish
Assertion Contradicted
Europe has not produced a hundred-billion-dollar company in fifty years
“It really captures, like, why there's no hundred billion dollar company in Europe that was started in the last, like, 50 years or something like that.”
Jordi Hays Dec 12, 2024 ▶ 1:14:48 Billionaires XMAS list (ep21)
Feb 8, 2025 neutral
Assertion Supported
Coogan: European iPhone sales outpaced US growth despite lacking Apple Intelligence
“In fact, Europe outgrew the U S in iPhone sales and they don't have Apple intelligence at all with the exception of the UK for a couple of weeks in December.”
John Coogan Feb 8, 2025 ▶ 7:40 Is APPLE Headed Downhill? (Investor Breakdown)
Feb 21, 2025
Assertion Supported
LVMH's US Market Is as Large as All of Europe Combined
“Trades would be a blow to Arno's empire, whose largest market is the U.S., equal in size to all of Europe combined.”
Jordi Hays Feb 21, 2025 ▶ 0:55 The END of LUXURY GOODS? (Trump’s Tariffs)
Feb 24, 2025 bullish
Assertion Supported
Ferrari reaches $90B valuation on only 13,752 annual vehicle deliveries
“Ferrari is now worth. Ninety billion dollars. That's two figures, two figs. That's two figure AI robotics companies. You take two of them. You get a Ferrari making it the most valuable car company in Europe, despite Delivering just 13,752 vehicles last year.”
John Coogan Feb 24, 2025 ▶ 1:34 How FERRARI Dominates the CAR WORLD
Mar 15, 2025 neutral
Prediction Not checkable as stated
European defense procurement will remain highly fragmented along nationalistic lines
“The more made in America we become, the more made in national prosperity the European nations will become. And I think due to the nature of Europe, that will end up being pretty fragmented. The French government's going to want to Buy from French companies. Th…”
Trae Stephens Mar 15, 2025 ▶ 18:16 Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
Mar 24, 2025 bullish
Disclosure
Founders Fund Deploying $36M First Check Into European Defense Startup
“The thing that I will say though, is at least the biggest check that I've ever, you know, sort of led is like a net new, you know, portfolio company investment. So not just like follow ons, obviously we like we've deployed mega checks in a ramp, but that was a…”
Delian Asparouhov Mar 24, 2025 ▶ 13:14 Delian Asparouhov on Stranded Astronauts, NASA in Crisis, and Corporate Espionage.
Mar 24, 2025 bearish
Opinion
Asparouhov: Europe Has Few Highly Competent Defense Tech Founders
“There aren't a ton of like super competent players. And so, you know, I wouldn't say that like the quality of what we get, you know, sort of inbound at least at founders fund is, you know, something, you know, super high in Europe.”
Delian Asparouhov Mar 24, 2025 ▶ 13:04 Delian Asparouhov on Stranded Astronauts, NASA in Crisis, and Corporate Espionage.
Mar 25, 2025 bullish
Opinion
Stebbings: The European tech ecosystem is fully united as a block
“I would say that Europe has solidified completely. There's definitely not this kind of isolationist element of like, oh, Spanish versus Italian versus whatever. And Jesus, even the English and the French are getting on these days. That goes to show just how mu…”
Harry Stebbings Mar 25, 2025 ▶ 7:07 Harry Stebbings Talks About Reviving European Tech and Finding the 1% Founders
Apr 1, 2025 bullish
Prediction Open · timeframe Apr 2027
Power: Hadrian will expand to allied countries in a year or two
“So we have so much work to do here in the US that we'd love to support our allied partners in Europe and the, you know, the Middle East and countries like Japan re-industrialize as well. And they often have the same kind of core skilled labor problem. We've go…”
Chris Power Apr 1, 2025 ▶ 14:14 Chris Power (Hadrian) on Building Autonomous Factories
Apr 1, 2025 negative
Opinion
Power: Greta Thunberg's advice destroyed European energy independence and industrial sovereignty
“I think really what you're seeing in Europe is two warring tribes. One is the people that You know, set their energy policy based off the poor advice of a 14 year old Swedish girl and gave all the leverage to Russian oil and gas. And then you've got your kind …”
Chris Power Apr 1, 2025 ▶ 14:34 Chris Power (Hadrian) on Building Autonomous Factories
Apr 26, 2025 positive
Assertion Partly supported
Calley Means: Europe spends 3x less on healthcare and 2x more on food per capita
“They spend three times less on average per capita on healthcare, but two times more per capita on food in Europe.”
Calley Means Apr 26, 2025 ▶ 21:13 The Real Cost of Ultra-Processed Food | Calley Means on TBPN
Apr 26, 2025 negative
Assertion Partly supported
Kellogg's uses natural juices in European Froot Loops but dyes in US
“Kellogg's makes fruit loops with carrot juice and watermelon juice and ships them across the border to Canada and ships them over to Europe. They make the same product with petroleum based dyes here in the U S.”
Calley Means Apr 26, 2025 ▶ 4:55 The Real Cost of Ultra-Processed Food | Calley Means on TBPN
Apr 28, 2025 positive
Opinion
Gulf states navigate kleptocratic diplomacy and family dynasties better than Europe
“I feel like their diplomatic system like knows how to play the kleptocracy game much better than Canada or Europe. You know, they got their reps and sets when it comes to dealing with, you know, family dynasties and whatnot.”
Jordan Schneider Apr 28, 2025 ▶ 27:30 Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
Jun 7, 2025 positive
Opinion
Prince: Ukraine possesses the most capable military in Europe
“The most capable military in Europe right now is the Ukrainian military.”
Erik Prince Jun 7, 2025 ▶ 13:47 Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
Jun 28, 2025 positive
Opinion
Gallagher: US software development is ten orders of magnitude better than Europe
“I think it's fair to say, obviously I'm biased because I work in an American software company, but we are the best in the world, like by 10 orders of magnitude when it comes to software development in this country, and that's just not something that Europe doe…”
Mike Gallagher Jun 28, 2025 ▶ 1:11:01 Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
Jul 26, 2025 bearish
Assertion Supported
Coogan: Intel cuts 15% of workforce and cancels European chip fabs
“Intel detailed dramatic steps to revive its sagging fortunes, outlining layoffs for 15% of its workforce, and scrapping plans to spend tens of billions of dollars on new chip facilities in Europe.”
John Coogan Jul 26, 2025 ▶ 1:32:35 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
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 bearish
Opinion
Alex Karp claims Europe has no tech industry and only inherited wealth.
“Compared to Europe, like no tech industry. Everyone rich was born rich basically, or with almost no exceptions.”
Alex Karp Sep 6, 2025 ▶ 32:45 Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
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
Feb 5, 2026 neutral
Assertion Supported
Coogan: Only one percent of European users pay for ad-free Facebook
“One percent in Europe for Facebook, by the way. That's the stat. They all have the option to pay for Facebook, for ad free Facebook, and only one percent pay.”
John Coogan Feb 5, 2026 ▶ 10:52 Anthropic's secret strategy behind its Super Bowl ad campaign
Jul 20, 2026 positive
Disclosure
Emergent Ventures AI Grants Target Younger and Weirder Talent
“With AI maniacs, I'm going younger and weirder, and I've also noticed Europe is doing pretty well on the AI maniacs metric.”
Tyler Cowen Jul 20, 2026 ▶ 14:53 Tyler Cowen Doesn't Think America Should Ban Chinese AI Models
Jul 20, 2026 bearish
Prediction Not checkable as stated
Cowen: Europe Will Lose if It Starts a Trade War with China
“I think if Europe starts a major trade war with China, Europe will lose.”
Tyler Cowen Jul 20, 2026 ▶ 3:51 Tyler Cowen Doesn't Think America Should Ban Chinese AI Models
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