U.S.

11 statements across 10 episodes · 5 bullish · 2 bearish · 7 people on the record · first statement Feb 21, 2025 by Jordi Hays · across every show →

Everything said about U.S., oldest first

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)
Apr 17, 2025 neutral
Assertion Supported
Cliffton: US to complete 5.5 billion instant deliveries this year
“We're going to do five and a half billion instant deliveries in the U.S. This year alone, and we're using three to 4000 pound, three to 4000 pound gas combustion vehicle driven by a human to deliver something to your home that weighs five pounds.”
Keller Cliffton Apr 17, 2025 ▶ 7:50 This Company is Building the Future of Logistics | Keller Cliffton on TBPN April 10th
Aug 9, 2025 neutral
Assertion Supported
Hays: 85% of ChatGPT's weekly active users are outside the US
“85% of their weekly actives are outside of the U.S.”
Jordi Hays Aug 9, 2025 ▶ 2:07:16 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Sep 4, 2025 bullish
Assertion Supported
Karp: Palantir hits 93% US growth and 94 Rule of 40
“Everyone tells us to be super modest about 93% growth in the U.S. And 94 rule of 40.”
Alex Karp Sep 4, 2025 ▶ 0:42 Palantir CEO Alex Karp on conspiracy theories, short sellers & advice for young people.
Sep 6, 2025 positive
Assertion Supported
Palantir achieved 93% US growth and a 94% Rule of 40.
“Everyone tells us to be super modest about 93% growth in the U.S. And 94 rule of 40.”
Alex Karp Sep 6, 2025 ▶ 14:41 Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
Jan 24, 2026 positive
Assertion Supported
Coogan: TikTok reports reaching 200 million US users
“TikTok said it had two hundred million users in the U.S., up from its twenty-twenty-four estimate of about a hundred and seventy million users”
John Coogan Jan 24, 2026 ▶ 12:16 China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
Feb 11, 2026 negative
Assertion Contradicted
Thornton: US lost 30 MQ drones in CENTCOM's Operation Rough Rider
“The U.S. Conducted an operation last year called Rough Rider and CENTCOM, and it, We lost something crazy, like, 30 MQs, like, 30 Preds and Reapers and that was not against as nearly as sophisticated of an adversary”
Ethan Thornton Feb 11, 2026 ▶ 10:31 FULL INTERVIEW: Ethan Thornton: War With China Will Be Over in DAYS
Feb 11, 2026 bearish
Assertion Contradicted
Thornton: China produces cruise missiles orders of magnitude faster than US
“Regardless, you're talking about orders of magnitude more production than the U.S. Has right now, which is, serves as a wake-up call.”
Ethan Thornton Feb 11, 2026 ▶ 11:45 FULL INTERVIEW: Ethan Thornton: War With China Will Be Over in DAYS
Mar 30, 2026 bullish
Prediction Open · timeframe Mar 2029
Kim: Nvidia's US-China regulatory approvals will drive billions in H200 orders
“And one thing that kind of went under the radar, Jensen literally said at GTC they got license approvals on both the U.S. And China side, so we're gonna see billions of dollars of H 200 orders.”
Tae Kim Mar 30, 2026 ▶ 10:08 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Apr 6, 2026
Assertion Supported
Hays: LUCAS is the first US reverse-engineered foreign weapon in 50 years
“It was the first known occasion in around half a century that the U.S. Had reverse engineered another country's military technology for its own use.”
Jordi Hays Apr 6, 2026 ▶ 28:02 The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
Jul 16, 2026 positive
Assertion Supported
TSMC Pledges Additional $100 Billion Investment for US Manufacturing
“They're spending a lot more money, and pledged to invest an additional hundred billion in the U.S.”
Tyler Cosgrove Jul 16, 2026 ▶ 15:55 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
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