U.S.
also referred to as: the u.s.
28 statements across 25 episodes · 9 bullish · 4 bearish · 25 people on the record · first statement Mar 5, 2016 by Whitson Gordon · across every show →
Everything said about U.S., oldest first
Mar 5, 2016 bullish
May 25, 2017 negative
Jun 9, 2017 positive
Jul 10, 2017 negative
Putin wages asymmetrical cyber warfare due to a low defense budget
“Vladimir Putin is essentially waging a sort of a low-grade
cyber war against the U.S., which is, in his perspective, asymmetrical warfare, because they only have 10% of the defense budget that we do, and so he's harassing U.S., you know, both profits and non-…”
Jul 12, 2017 neutral
Apr 16, 2018
Nov 18, 2018
Nov 22, 2018 neutral
Apr 11, 2019 positive
May 28, 2019 neutral
The US Direct Mail Industry Generates $45 Billion Annually
“The workflow and the sales process, the onboarding process really hasn't changed since the 19 nineties. And so we're really trying to apply a SAS business model. And a SAF software model to this industry that still is about forty-five billion dollars a year in…”
Apr 22, 2020 bearish
Apr 30, 2020
Oct 28, 2020 neutral
Nov 18, 2020
Dec 23, 2020
May 27, 2021
Aug 11, 2021 neutral
Aug 27, 2021 positive
Aug 27, 2021 positive
Oct 19, 2021
Aug 15, 2022 neutral
Quilici: There are nearly 3,000 wholesale telecom carriers in the US
“It turns out most people don't know there's almost 3000 wholesale carriers in the U.S., and those carriers can provide things like hospital, you know, telephony, they can provide international telephony, they can provide call center telephony, they provide all…”
Apr 16, 2024 negative
Business failure carries a lasting stigma in Europe unlike the US
“Failure in the U.S. Is a different kind of beast. If you're taking off the football team as wide receiver and you have to go to junior varsity and try to come back to varsity, you're celebrated more if you make it back to varsity because you endure it, you fou…”
Dec 24, 2024 bullish
Dec 24, 2024 bullish
Dec 24, 2024 positive
Latka: India SaaS using WhatsApp outgrows US SaaS using Slack
“So, like, what I will tell you is you are seeing incredibly fast-growing India companies that are building WhatsApp groups for their SaaS businesses, growing much faster than their U.S. Counterparts, trying to drive everyone into a Slack channel.”
Dec 31, 2024 positive
Dec 3, 2025 neutral
Pearsall: US backlog is more valuable than expanding into Canada
“Conversion rates aren't entirely favorable for SaaS companies, and so when you have pent up demand, the most valuable dollars are coming from the U.S., and so, you know, it doesn't make sense to take on Canadian clients, and we have a backlog of U.S. Clients t…”