Antonio Linares
American Innovation Has NO COMPETITION
9/29/2025, 2:20:36 PM
Economic Summary
- When evaluating technology investments, companies deeply embedded in American culture benefit from a value stack—markets, capital, talent, and culture—that uniquely supports asymmetric, exponential fundamental progress, increasing the likelihood of large-scale success.
- Regulatory environments and social incentives materially affect firm trajectories: in many countries regulators can become obstructive and founders may lack persistent social pressure, raising execution and continuity risks for high-growth startups.
- As a result, investors should prefer U.S.-embedded tech companies for lower structural barriers to long-term exponential growth, while firms outside the U.S. face higher political and operational headwinds that can limit upside.
Bullish
- U.S. cultural embedding accelerates tech innovation and founder resilience.
- Integrated American value stack enables asymmetric, exponential company progress.
- U.S. markets and ecosystem better support scaling high-potential tech firms.
Bearish
- Regulatory friction in non-U.S. countries can stall startups and innovation.
- Founders abroad may lack social pressure to persist, increasing execution risk.
- Countries not optimized across the value stack hinder exponential company growth.