主題
United States
又稱:U.S.、USA
17:17Why Gen-Z cannot find a job anymoreMoney & Macro · 2025-12-02AI is squeezing entry-level hiring, while Trump’s tariffs and the end of COVID stimulus deepen the jobs slowdown.↪ 提到於 11:57
43:54【年度总结】一口气了解过去一年的全球经济｜关税战新格局小Lin说 · 2025-12-29特朗普關稅重塑貿易，印度成長 6.6% 領跑；美國押注 AI，日本通膨與中國內需成 2026 年變數。
45:07To Regulate AI Effectively, Focus on How It’s Useda16z Deep Dives · 2026-01-20Martin Casado argues AI laws should target harmful uses, while regulatory uncertainty pushes US startups toward Chinese open-source models.↪ 提到於 6:20
36:41Are Tariffs Fueling the AI Race? | Deep Dives with a16za16z Deep Dives · 2026-03-18Jacob Helberg says the AI race depends on superior models, global adoption, secure supply chains, and rebuilding U.S. manufacturing.
27:34Is the Dollar finally on the way out?Money & Macro · 2026-03-19The Dutch guilder and British pound lost reserve status, but the dollar could recover if Trump restores foreign confidence.
49:35Why Modern War Needs Intelligent Power Systems | Chariot Defense CEO on a16za16z Deep Dives · 2026-03-24Chariot Defense’s M424 buffers battlefield power, helping soldiers run equipment quietly while the Army speeds procurement and U.S. battery production.↪ 提到於 16:47
22:31Why are economists not more worried about inequality?Money & Macro · 2026-04-02Inequality stopped rising across most major economies, while evidence linking it to growth, crime, mobility, and democracy remains weak.↪ 提到於 6:03
16:42If the strait opens, what happens to the economy?Money & Macro · 2026-04-08A two-week US-Iran ceasefire reopened the Strait of Hormuz, but energy prices remain high and Israel could derail peace talks.↪ 提到於 3:07
17:43Who will pay for 100 million boomer pensions?Money & Macro · 2026-04-21Boomer retirements threaten pensions as worker ratios fall, while Chile’s 2020 withdrawals triggered a stock crash and inflation.
18:14The PetroDollar is a myth. The Iran war confirmed it.Money & Macro · 2026-05-01The 1974 US-Saudi deal prioritized stable oil prices, not dollar-only sales; Gulf petrodollars remain too small to underpin dollar dominance.↪ 提到於 1:21
48:51Why Physical AI Is the Next Big Opportunity | Deep Dives with a16za16z Deep Dives · 2026-04-23Diode Computers aims to automate circuit-board design in two years, while Unlimited Industries targets end-to-end construction automation within a decade.↪ 提到於 6:32
27:15Why Building AI Data Centres Isn’t Working AnymoreColdFusion · 2026-06-08ColdFusion reports nearly half of US data center projects delayed or canceled as $650 billion plans collide with power, water, and community opposition.
49:24Waymo Co-CEO Dmitri Dolgov: The Demo Is Only 1% Of The WorkY Combinator · 2026-08-03Waymo co-CEO Dmitri Dolgov says the demo took 18 months, but building a safe robotaxi product took 15 years.↪ 提到於 2:40
19:14Why do 90% of economists oppose rent control?Money & Macro · 2026-08-04Evidence from 92 studies says rent control lowers current tenants’ rents but shrinks rental supply; Auckland’s building boom offers another path.
58:20為什麼很多人去了美國就回不來了？｜The JR Lee Podcast Ep141JR Lee Radio · 2026-08-10美國生活既有破舊治安與政治分歧，也有 Waymo 自駕車和多元機會；各州文化差異更超乎想像。
15:20How long can the US keep borrowing so much?Money & Macro · 2026-08-13U.S. interest payments now exceed military spending, and projected costs could overtake Medicare by 2029.↪ 提到於 0:00
39:44Michael Kratsios: Inside the White House's AI StrategyY Combinator · 2026-08-18Michael Kratsios backs open-source AI and one national rulebook, while proposing AI-powered labs and a 2028 quantum computing goal.↪ 提到於 18:01
53:58Why Top Founders Are Racing Into AI Infrastructurea16z · 2026-08-28a16z’s Machine Age Fund targets AI infrastructure as GPU supply is booked to 2028 and memory demand needs three years of capacity.↪ 提到於 36:50
1:14:26Why AI Demand Is Outrunning Compute Supplya16z · 2026-08-31Gavin Baker argues AI compute demand will outpace supply, with sub-one-year infrastructure paybacks and orbital data centers approaching.
27:31JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the MidtermsAll-In Podcast · 2026-09-15JD Vance touts $250 billion in fraud savings, defends the Iran war, and urges voters to back Republicans in the midterms.↪ 提到於 0:06
30:01Crisis in psychiatry - historian of psychiatry explains | Andrew Scull and Lex FridmanLex Clips · 2026-09-17Andrew Scull says psychiatry lacks reliable diagnoses and cures, while $20 billion in brain research failed to improve patients’ lives.
18:10Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off ProblemAll-In Podcast · 2026-09-17Brad Gerstner says AI is no bubble, but labs must grow revenue to fund trillions in data-center spending.↪ 提到於 9:43
17:39Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the EngineAll-In Podcast · 2026-09-22Boom Supersonic’s Blake Scholl says XB-1 ended the U.S. supersonic ban and its engine could add 10 gigawatts to the grid.
51:15Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's PotentialAll-In Podcast · 2026-09-28Daniel Ek brings Spotify’s growth playbook to Neko Health, charging $499 for scans that have uncovered serious undiagnosed conditions in 1% of members.↪ 提到於 17:28