United States
also referred to as: u s · us
137 statements across 80 episodes · 34 bullish · 56 bearish · 52 people on the record · first statement Nov 3, 2024 by John Coogan · said 2,808 times in 395 episodes since 2024 · across every show →
Mentions by year
brought up most by John Coogan (875), Jordi Hays (313), Delian Asparouhov (27), Augustus Doricko (27), Alex Karp (26), Samuel Hammond (20), Alex Epstein (20), Jordan Schneider (18)
tap a year for its mentions
2026 923 mentions in 172 episodes 5 per episode
- Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
- U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
- FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
- IPO Giga Boom, World’s Fairs of the Past | Diet TBPN
- FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- Binance’s CZ: We’ll Never Know Satoshi, and That’s Good
- Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- The Remarkable AGI Predictions of Daniel Gross
- 164 more episodes that year, every mention in 2026 →
2025 1,526 mentions in 198 episodes 8 per episode
- Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
- DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
- The END of TikTok?
- DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- The Real Cost of Ultra-Processed Food | Calley Means on TBPN
- Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
- 190 more episodes that year, every mention in 2025 →
2024 359 mentions in 25 episodes 14 per episode
- Billionaires XMAS list (ep21)
- How to Spend a Trillion Dollars Fast (ep13)
- Who's Getting Rich Off Ozempic? (e12)
- How BILLIONAIRES dress for XMAS (ep17)
- Crypto is Back Baby (ep5)
- FACT CHECKERS vs. tech article (ep14)
- Inside JD Vance's Portfolio (ep8)
- The Secret Billionaire Party (ep6)
- 17 more episodes that year, every mention in 2024 →
Everything said about United States, oldest first
Nov 3, 2024 bullish
Nov 14, 2024
Nov 14, 2024 positive
Nov 15, 2024 positive
Hays: Anduril ranks profitability low to focus on critical product lines
“Anduril is focused on building a bunch of really critical, important product lines and profitability is maybe like number 12 on their list of priorities. So if Palmer cared about profits right now and the team more broadly cared, then I'm sure they would be ab…”
Nov 19, 2024
Coogan: Giving semaglutide to 25% of obese Americans would cost $500B annually
“Suppose that a quarter of the obese people in America want semaglutide. That's thirty-five million prescriptions. Semaglutide costs about 15,000 per year. Multiply it out, that's five hundred billion dollars. And Americans currently spend three hundred billion…”
Nov 19, 2024
Nov 19, 2024 negative
Nov 21, 2024 bearish
Nov 23, 2024 bullish
Dec 2, 2024 bullish
Dec 11, 2024 neutral
Jan 9, 2025 bullish
Jan 16, 2025
Jan 24, 2025 neutral
Coogan: China's Labor Cost Advantage Disappeared Years Ago
“It is impossible for us to build a cheap drone in America because the labor cost is not even that much lower in China anymore. Like that, the whole like labor arbitrage, it's cheaper to hire someone in China that disappeared a couple of years ago and it's move…”
Jan 24, 2025 bearish
Jan 25, 2025 bearish
Hays: US will get smoked by China on drone manufacturing volume
“In a. Near peer conflict. If drones actually are an important aspect, you know, player in that, we will not be able to compete purely on an output basis. So even if we were to have a better product, say Andrel has a better product than DJI, it just purely on a…”
Jan 25, 2025 positive
Feb 5, 2025 neutral
Feb 5, 2025 neutral
Feb 5, 2025 negative
Feb 8, 2025 neutral
Feb 21, 2025 neutral
Feb 28, 2025 neutral
Mar 5, 2025 bearish
Mar 6, 2025
Glyman: At average profit margins, a dollar saved equals $12 in revenue
“For a business owner, you know, in the US, average profit margin is eight and a half percent. It means a dollar saved is not equivalent to a dollar earned. You know, a dollar of cost that you cut is equivalent to increasing your revenue by 12 dollars”
Mar 6, 2025 bullish
Mar 6, 2025 negative
Mar 8, 2025 bullish
Mar 14, 2025 negative
Mar 15, 2025 positive
Two years of mandatory civil service would reduce America's ideological tribalism
“To get our best and brightest kind of in the way that Israel does to do two years of civil service coming out of high school. I think that would do a couple of things. First, it would actually, like, give us the people that we need to execute on national prior…”
Mar 17, 2025 bearish
Steinman: CCP intelligence officials likely access DJI's US topography data
“Like if you don't think that senior CCP Intel officials have the ability to just walk into DJI headquarters and be like, give me everything you know about the topography of the United States. Like, you're smoking crack. They probably have access to it right no…”
Mar 17, 2025 bearish
Mar 17, 2025 negative
Steinman: 100 foreign sabotage teams are actively operating on US soil
“No, there's absolutely foreign, foreign sabotage teams operating on U S soil. A hundred percent. My actual number is somewhere around a hundred teams. My guess is that and the question is like, you could break that down into, you know, what types anyway.”
Mar 17, 2025 negative
Mar 24, 2025 negative
Adler: US Has No Bioweapon Defense and Is Vulnerable
“The U S has a somewhat of a grandstanding policy around this, which is that we will not build bioweapons and the best offense is really stronger defense. The problem is that we have no defense. You know, so, so we're kind of in this really precarious position …”
Mar 24, 2025
Mar 24, 2025 positive
Jacobs: Long Journey will deploy most fund dollars in the US
“So we've done things all over the world in Europe and in Brazil and stuff like that. But in general, we've always been really excited about what happens in America. And I think if I had to guess, most of the dollars will be deployed that way.”
Mar 24, 2025
Mar 25, 2025 bullish
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…”
Mar 28, 2025 bullish
Schneider: China Can Manufacture Drones 15 Times Cheaper Than the US
“China has a really remarkable advantage in scale and manufacturing scale.
And the US, like, it's not just the cost of labor, it's the experience, it's the network and it's the kind of like, 25 years of learning that all these firms have been doing to get to th…”
Mar 28, 2025 neutral
Mar 28, 2025 neutral
Schneider: Over 75% of top AI founders and research engineers are foreign-born
“And when you look at you know, a lot of the founders, Of these AI firms, a lot of found a lot of sort of the top research engineers, like an enormous amount, like a, I would say over 75% of them were not born in the US.”
Apr 1, 2025 bullish
Apr 1, 2025 bearish
Apr 1, 2025 negative
Apr 1, 2025 bearish
Love: Defense tech ecosystem will fail if startups cannot scale manufacturing
“I think how this entire ecosystem, both from an entrepreneurial and a VC perspective, like defense tech, how this goes wrong is we actually cannot deliver on the systems that we are selling the government. I actually think the snowball of, like, accepting new …”
Apr 1, 2025 bearish
Love: US small-business defense manufacturing base is dying
“The mom and pop shops are dying. I visited them, you know, like, you know, from Southern California initially, you go out into the kind of desert there. And, you know, it's like one guy after one guy, after one, he's built like a seven million dollar business …”
Apr 6, 2025
Doricko: Only 9% of atmospheric water over the US precipitates
“It turns out that only nine percent of all of the water that traverses the atmosphere in the United States precipitates over it. The vast majority is either recycled by the oceans, precipitates over the oceans, evaporates away, and never condenses again over t…”
Apr 6, 2025 neutral
Doricko: Desalination cannot solve interior US water scarcity due to conveyance costs
“The problem with desalination for gigascale American projects for a lot of the world that is currently undersupplied with respect to water is conveyance. We can set up a huge desal project in LA. Sweet. No dice for Colorado. Doesn't matter for Nevada. Barely e…”
Apr 6, 2025 bullish
Apr 6, 2025 bullish
Handmer: Solar on 6% of Earth Could Provide US-Level Energy Globally
“In terms of energy we can give every man, woman, and child on Earth the amount of energy we enjoy here in the United States, which is about 20 barrels of oil per person per year with something like six percent of Earth's surface under solar, which is, It's a, …”
Apr 8, 2025 negative
Iyer: The US is falling behind China in robotics and AI testing
“I grow increasingly concerned that we are just frankly behind. In terms of the model development, the application of hardware and the synthesis they're in both from a hardware standpoint, from the software standpoint, and then critically the ability to test.”
Apr 10, 2025 bullish
Apr 10, 2025 bearish
Hammond: China Has Decisively Leapfrogged the US in Battery Technology
“Yes, we have the data centers and the better models, but China, you know, has the batteries, right? They have like that. That's one area where they have leapfrogged us and whether it's electric vehicles or robotics or drones, like we need to have our own batte…”
Apr 10, 2025 bearish
Hammond: AI will deflate US knowledge work while China automates manufacturing
“The last 40 years we've specialized in, you know, higher education, knowledge work, legal management services, Hollywood, you know, the creative class, all this stuff that is going to like be deflated and China will have the factories that will become fully au…”
Apr 10, 2025 negative
Hammond: China added 446 GW of power last year versus US net zero additions
“China added 446 gigawatts of energy last year. It was a 20% year over year increase. They're going to do that again this year. We added zero net new energy. We had a lot of renewables, but it came directly out of coal and other sources.”
Apr 10, 2025 negative
Apr 17, 2025
Cliffton: Airspace regulations in Africa and the US are substantially identical
“People think, oh, the regulatory environment must be so different in Africa than the U S actually not true. Pretty much the same regulatory regime when it comes to airspace, because planes fly back and forth between them. So you need the same rules.”
Apr 17, 2025
Apr 25, 2025 neutral
Apr 26, 2025 negative
Apr 26, 2025 negative
Apr 26, 2025 negative
Apr 26, 2025 negative
Apr 26, 2025 negative
Apr 26, 2025 negative
Apr 26, 2025
Apr 26, 2025 negative
Apr 26, 2025
Farid: US has offered automation subsidies and 50% matching grants for a decade
“Like similar to what China does actually in the U S we've had subsidies for small, medium sized factories for the last 10 years to buy automation equipment. Right. There, there's accelerated depreciation. A lot of states have matching grants, where if you buy …”
Apr 26, 2025 bullish
Apr 26, 2025 neutral
Farid: The world's largest industrial robot makers are not American
“The biggest robot companies in the world are all not American, right? So FANUC is Japanese. They're one of the biggest ones. KUKA used to be a German company. It got acquired by a Chinese company ABB Yaskawa you know, Mitsubishi, you know, there's a bunch of t…”
Apr 26, 2025 negative
Apr 26, 2025 bearish
Apr 26, 2025
Apr 26, 2025 bearish
Apr 26, 2025 bullish
Apr 28, 2025 neutral
Apr 28, 2025 negative
China does not price in escalation risks like the Soviet Union did
“So the Chinese government, I think, like, first off, does not price in the risk of an accident turning into something really horrific nearly as much as the Soviet Union did over the course of the Cold War. And they see that w you know, the Biden administration…”
Apr 28, 2025 negative
Asparouhov: US should put 10% of foundry budget into domesticating lithography
“Like, I don't think that like trying to just copy the ASML tech tree makes any sense. I'm not sure that anybody else has come up with an energy source that like, you know, sort of as an option. So there probably needs to be like some, you know, sort of back. S…”
Apr 28, 2025 negative
Asparouhov: French-Chinese space partnership was retaliation for lost AUKUS submarine deal
“That entire French thing, I'd basically, you know, sort of pinpoint back to the nuclear submarine contract. Basically, the United States ended up moving a chunk of nuclear submarine contracts out of France over to Australia. The French were furious. Macron, yo…”
Apr 28, 2025 negative
Asparouhov: US has conceded semiconductor lithography monopoly to ASML
“There hasn't been a whole lot of effort, you know, so domestically in the United States to really do anything around lithography. We've just kind of accepted that the Dutch, right? I think it's a Dutch company. You know, are gonna, you know, have that monopoly…”
Apr 28, 2025 bearish
Apr 28, 2025 bullish
Apr 28, 2025 bearish
Apr 28, 2025 negative
Asparouhov: US lacks leverage to force ASML manufacturing onto American soil
“With ASML. It's like, okay, this is like a, you know, sort of European company. And like, if we start to try to like sanction or slap fines on them, they'll be like, okay, great. The very limited number of machines we were selling to the U S we're going to sto…”
Apr 28, 2025 bullish
Apr 28, 2025 positive
Apr 28, 2025 neutral
May 4, 2025 bearish
May 28, 2025 neutral
May 31, 2025
Jun 7, 2025 negative
Monroe-Anderson: US Has No Defenses Against Covert Drone Attacks
“I mean, being blatant, the US does not have any defenses in place that would stop this from happening. We already know we, there's already news stories about drones that are flying over our air force bases, and we can't do anything about it.”
Jun 26, 2025
Jun 28, 2025
Coogan: Strike on Fordow consumed over a year of US GBU-57 production
“The strike package that destroyed the Iranian nuclear facility at Fordow represents over one year of U.S. Production capacity of the GBU-fifty-seven bunker buster. Its primary explosive, AFX-seven-fifty-seven, is difficult to produce, and we don't have many fa…”
Jun 28, 2025 positive
Jun 28, 2025 bullish
Gallagher: US military deterrent and economic pressure can eliminate Iran's nuclear program
“This is the first time in a long time, really since our, the invasion of Iraq, that we've combined maximum economic pressure With a credible military deterrent. And so I do think it gives us a chance to effectively eliminate their nuclear program.”
Jun 28, 2025 positive
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…”
Jul 3, 2025 neutral
Parekh Accepted Lower Salaries and Unvested Equity While Overemployed
“In most of these companies, I always took the lower you know, pay a higher equity offer. Again, like, equity for me was not even, like, rested until I would make the move to US, which, like I said, you know, I was based out of India. So I had to go through a w…”
Aug 8, 2025 positive
Sep 4, 2025 positive
Karp: Palantir lacks capacity while prioritizing US defense and ontology
“At Palantir right now, in the US, the market that counts, we don't have the people. We don't have the time. We, orchestrating completely perfectly at Palantir, which of course we don't do, because we're like an artist colony, right? We don't have the time to, …”
Nov 7, 2025
Nov 15, 2025 neutral
Nov 15, 2025 positive
US and Switzerland Reach Deal to Cut Tariffs on Swiss Exports
“The United States and Switzerland said on Friday that they had reached an agreement to lower a punishing 39% tariff on Swiss goods, a change that will help to reduce the cost of exporting Swiss pharmaceuticals, gold, watches, and chocolate to the United States…”
Dec 10, 2025 neutral
Jan 9, 2026 neutral
Jan 21, 2026
Feb 10, 2026 bearish
Feb 11, 2026 bearish
Feb 11, 2026 negative
Thornton predicts US-China war would end in days via cyberattacks
“Look, I mean, unfortunately in a modern day, I think a hot war would end relatively quickly. Like you're talking about a very decisive outcome when you think about cyber effects and how quickly infrastructure in both countries would shut down. When you think a…”
Feb 19, 2026 positive
Bezos: The US needs two competing SpaceX-scale launch companies
“SpaceX doesn't have to lose for Blue to succeed. What the U.S. Needs is it needs two SpaceX's. It needs two launch companies competing vigorously against each other to try to give us the most capabilities as a country, commercially, civilly, from a defense per…”
Feb 20, 2026 negative
Palmer Luckey claims the US lacks banks aligned with deep tech
“I realized that you didn't have banks that were aligned with the United States, interests that were aligned with deep tech, hard tech, energy, the things that are really complex and hard to understand, but that do really matter, ah, that could also serve them …”
Feb 25, 2026 bearish
Gurley: Chinese Open-Source AI Is Biggest Threat to US Dominance
“I said then, and I still believe now, the biggest threat to the U.S. Let's call it AI hegemony is, is the Chinese open source models, and the developers even in the US that are working on their own are using those, and you can see that on all the tables that a…”
Feb 25, 2026 positive
Feb 25, 2026 bearish
Mar 2, 2026 bearish
Thompson: China's Optimal Response to US Super-AI Dominance Is Bombing TSMC
“What happens if we get super powerful AI and China doesn't? What are they going to do? The optimal thing would be to just bomb TSMC out of existence, because suddenly that becomes optimal, even with all the costs that that does, and then what?”
Mar 6, 2026 positive
Coogan: US produced 40 notable AI models in 2024 vs China's 15
“In 2024, China had just 9.3 billion invested in private AI companies. There's four hundred seventy billion cumulative since 2013, more than all other countries combined. The U.S. Produced 40 notable AI models in 2024 versus China's 15.”
Mar 10, 2026 neutral
Mar 10, 2026 neutral
Epstein: US Refineries Are Built for Heavy Crude, Not Domestic Light Crude
“The refiners in the U S do not match up well to the oil produced in the United States. The refineries in the United States are based on heavier crude, like crude is rated in terms of weight and sourness. And so our refineries are mostly for heavier crude.”
Mar 10, 2026 neutral
Epstein: Canada holds more oil reserves than US with one-third the production
“They have way more oil deposits than we do, way more oil reserves, but they have on the order of a third of the production, and in part, because they have absolutely terrible policies, which are their fault, but in part, we have had terrible policies, includin…”
Mar 10, 2026 neutral
Epstein: Global oil spare reserves and capacity total roughly six million barrels
“So we have the IE, the rest of the IEA, we have ours, and then to my knowledge, we have Saudi slash UAE, them using spare capacity and then piping it where they can. So maybe combined, we're talking about six million a day.”
Mar 12, 2026 bearish
Alex Karp says AI job loss sparks 'hang the rich' backlash
“I think the American version, if we're not careful, is not going to be the German version. I think it's going to be hang the rich. I, It's like, I think it's gonna be, not protect everybody else. It's gonna be like, look, this is too dangerous, and we're gonna…”
Mar 12, 2026 bearish
Mar 12, 2026 neutral
Karp: Either the US or China will decide the AI world order
“This is a have-have-not world. It's going to be either us or them basically deciding the world order. Because, like, these other countries, and maybe India will get involved, maybe the Arab, non-Arab, Middle East, but currently on the trajectory we're on now, …”
Mar 12, 2026 negative
Mar 19, 2026 negative
Mar 19, 2026
Apr 9, 2026 neutral
Apr 9, 2026 neutral
Apr 16, 2026 negative
Huang: Forcing open-source AI onto foreign tech stacks harms US interests
“It would be extremely foolish to create two ecosystems, the open source ecosystem, and it only runs on the Chinese tech, a foreign tech stack, and a closed ecosystem, and that runs on the American tech stack. I think that that would be a horrible outcome for t…”
May 29, 2026 negative
May 29, 2026 bearish
May 30, 2026 positive
Jun 13, 2026 neutral
Jun 15, 2026 bearish
Baker: Sovereign AI Outside the US Will Rely on Fine-Tuned Open Source
“Yeah, so I think what sovereign AI will look like for essentially all countries really other than the United States and China, although I think China is going to fall further and further behind, is just some sort of, you do, you use you know, you use one of th…”
Jul 20, 2026 positive
Cowen: US and Estonia Lead in Empowering AI Talent
“So you look at the United States. We do great on all these metrics. Estonia is a country that does pretty well on these metrics. A lot of parts of the world are too small-c conservative. And we'll see where different countries are going to fall on this spectru…”
Jul 23, 2026 neutral
US enforces Taiwanese chip export controls via historical patent licensing
“A lot of the semiconductor supply chain intellectual property started in America, was developed in America, but then eventually went, went abroad. And that actually does give America some leverage. That's the basis for the chip controls. Like, why can America …”