https://minutesof.com/on/china/ Everyone on the record about China: 212 verbatim quotes from 10 people, December 2019 to August 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:51 +0000 https://minutesof.com/q/c7da1eeb-46a1-478e-9734-77fffda2f207/ https://minutesof.com/q/c7da1eeb-46a1-478e-9734-77fffda2f207/ “We know that Canada allows itself to be used as a backdoor for Chinese goods. They treat Chinese goods more fairly than they do the goods that come for the people of Maine.” — JD Vance, Forbes Breaking News Tue, 25 Aug 2026 01:30:31 +0000 china https://minutesof.com/q/5e009a0e-1a66-4452-be61-5b708b045528/ https://minutesof.com/q/5e009a0e-1a66-4452-be61-5b708b045528/ “Canada and China have been the two worst countries when it come to trade policy anywhere in the world.” — JD Vance, Forbes Breaking News Tue, 25 Aug 2026 01:30:31 +0000 china https://minutesof.com/q/2b83c415-855e-4002-9764-5328191bb619/ https://minutesof.com/q/2b83c415-855e-4002-9764-5328191bb619/ “And if we have thousands or millions of those and China has only dozens or a 100, whatever, then we're going to win everything.” — David Sacks, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 china https://minutesof.com/q/bc9bc32d-ed63-4407-9996-83d0f02a8714/ https://minutesof.com/q/bc9bc32d-ed63-4407-9996-83d0f02a8714/ “Base Ten, like Tuhin's probably made more money off of, you know, Minimax or GLM or DeepSeq than those companies have because he's serving those models at scale. And same with, Linett Fireworks.” — Dylan Patel, RAISE Summit Wed, 22 Jul 2026 16:52:46 +0000 china https://minutesof.com/q/4ea9367f-541d-471d-9f5c-fbefa0b17d22/ https://minutesof.com/q/4ea9367f-541d-471d-9f5c-fbefa0b17d22/ “American open source models are terrible. French open source models. Well, Mistral just stopped open sourcing models really. Are there any of the good ones? So it's it's all Chinese open source models.” — Dylan Patel, RAISE Summit Wed, 22 Jul 2026 16:52:46 +0000 china https://minutesof.com/q/d2245f30-b32b-4a5e-b75c-b906db58c59b/ https://minutesof.com/q/d2245f30-b32b-4a5e-b75c-b906db58c59b/ “I'm I'm enamored by the provincial competition in China, and I wonder if shining a brighter light on state versus state competition could lead to some pretty amazing and positive things for our own country.” — Bill Gurley, Bill Gurley Tue, 21 Jul 2026 17:02:49 +0000 china https://minutesof.com/q/1b18b742-c7ee-4d44-a3be-9b6f3c35635d/ https://minutesof.com/q/1b18b742-c7ee-4d44-a3be-9b6f3c35635d/ “the one place where I find the most cultural affinity between entrepreneurs, between American entrepreneurs and some foreign entrepreneurs, China. Like, the most like mindedness.” — Bill Gurley, Bill Gurley Tue, 21 Jul 2026 17:02:49 +0000 china https://minutesof.com/q/6f304bac-c4cf-4ded-91cf-2b04bc7b6f51/ https://minutesof.com/q/6f304bac-c4cf-4ded-91cf-2b04bc7b6f51/ “of all the places I've visited around the world, the one place where I find the most cultural affinity between entrepreneurs, between American entrepreneurs and some foreign entrepreneurs, China. Like, the most like mindedness.” — Bill Gurley, Bill Gurley Tue, 21 Jul 2026 17:02:49 +0000 china https://minutesof.com/q/01de0953-f839-438b-bd23-96ce2f7346b6/ https://minutesof.com/q/01de0953-f839-438b-bd23-96ce2f7346b6/ “You could have national security, you have technology leadership, and you could have economic prosper ity all at the same time.” — Jensen Huang, Associated Press Tue, 16 Jun 2026 20:50:13 +0000 china https://minutesof.com/q/2d416d69-fd6f-49d7-9093-572ae454a584/ https://minutesof.com/q/2d416d69-fd6f-49d7-9093-572ae454a584/ “You scan a QR code, like, at a you check out of a restaurant. Like, can just pay at your table. There's a QR code on the table.” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 china https://minutesof.com/q/7ccd8a14-1d4b-4a16-b032-832c7ce48006/ https://minutesof.com/q/7ccd8a14-1d4b-4a16-b032-832c7ce48006/ “In China, because they had this digital immediate transfer, Alibaba and Tencent were able to very quickly build digital wallets that people carry around.” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 china https://minutesof.com/q/2369caae-466c-4705-a395-fa6e43953281/ https://minutesof.com/q/2369caae-466c-4705-a395-fa6e43953281/ “And the other society, when the farmers come to market, they're forced to share best practices with all the other farmers. Which which one of those is gonna gonna evolve faster?” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 china https://minutesof.com/q/a9c81e3e-d001-4250-b1e7-78614d5bd9c4/ https://minutesof.com/q/a9c81e3e-d001-4250-b1e7-78614d5bd9c4/ “I'll use a simple metaphor, but imagine you have two societies and both agricultural societies.” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 china https://minutesof.com/q/c48365dd-8117-4367-8cf3-593909495dd4/ https://minutesof.com/q/c48365dd-8117-4367-8cf3-593909495dd4/ “I think it's extraordinary that we're financing almost a trillion dollars of capex a year to build out the the entire AI infrastructure without any money from the US government.” — Brad Gerstner, Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 china https://minutesof.com/q/11ae3627-3c03-488e-83aa-76308403a2ae/ https://minutesof.com/q/11ae3627-3c03-488e-83aa-76308403a2ae/ “China has a vertical supply chain. Yes. In many cases, it's fifteen years behind, ten years behind, in some cases, only three years behind.” — Dylan Patel, Swole as a Service Wed, 13 May 2026 20:00:36 +0000 china https://minutesof.com/q/aa4ed541-05b1-4955-bd33-a4233a464c32/ https://minutesof.com/q/aa4ed541-05b1-4955-bd33-a4233a464c32/ “And you'll see, there were 150 EV car companies there. So hyper competition. In fact, I could argue the model they've created has more intense competition than we have here.” — Bill Gurley, MIT Sloan VCPE Mon, 11 May 2026 19:59:13 +0000 china https://minutesof.com/q/746c1171-f47b-4bdf-af74-4ebc82fb005d/ https://minutesof.com/q/746c1171-f47b-4bdf-af74-4ebc82fb005d/ “They have built, inside of a communist country, have built a system that's highly competitive. And it comes from leveraging provincial competition and some other things.” — Bill Gurley, MIT Sloan VCPE Mon, 11 May 2026 19:59:13 +0000 china https://minutesof.com/q/83ecd26c-a88f-4bdb-8672-337576a8c048/ https://minutesof.com/q/83ecd26c-a88f-4bdb-8672-337576a8c048/ “I think what could happen with AI is we could build a fence around ourselves, and China could end up serving the rest of the world.” — Bill Gurley, Tom Bilyeu Thu, 23 Apr 2026 13:01:05 +0000 china https://minutesof.com/q/207e2db4-50ca-4a83-8176-b941d3714ecf/ https://minutesof.com/q/207e2db4-50ca-4a83-8176-b941d3714ecf/ “I think what may happen if you look at what happened with the Internet, there was a global market that the American company served, and there was a ring fence around China.” — Bill Gurley, Tom Bilyeu Thu, 23 Apr 2026 13:01:05 +0000 china https://minutesof.com/q/bd6849da-ba81-44bd-8403-379ef60f8995/ https://minutesof.com/q/bd6849da-ba81-44bd-8403-379ef60f8995/ “it costs four x, 400% more to build a a a fission nuclear plant, 70 year old technology in The US than it does in South Korea or China.” — Bill Gurley, Tom Bilyeu Thu, 23 Apr 2026 13:01:05 +0000 china https://minutesof.com/q/f239d8bf-d4d7-4bca-bf01-84e3ab1c7f2a/ https://minutesof.com/q/f239d8bf-d4d7-4bca-bf01-84e3ab1c7f2a/ “And I think you guys mentioned this, but the polling on AI fear in China is like 20% or something like that. And it's like 80 here in America.” — Bill Gurley, Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 china https://minutesof.com/q/8b5e4658-34d2-4329-8df4-b2a41a7dcbd1/ https://minutesof.com/q/8b5e4658-34d2-4329-8df4-b2a41a7dcbd1/ “Why? I think it's because the leaders over there that are working on these products aren't doing the doomsday stuff that Dario is doing.” — Bill Gurley, Mighty Pursuit Tue, 24 Mar 2026 15:49:15 +0000 china https://minutesof.com/q/213fc00d-0261-4795-ad46-bb4d221833ed/ https://minutesof.com/q/213fc00d-0261-4795-ad46-bb4d221833ed/ “They watch the YouTube interviews. They listen to the podcast. They study them like crazy. He said, founders and and VCs in America don't study Chinese.” — Bill Gurley, BigDeal by Codie Sanchez Wed, 04 Mar 2026 15:00:36 +0000 china https://minutesof.com/q/a2ff5dff-54a5-44d7-86dd-3f44d1147b98/ https://minutesof.com/q/a2ff5dff-54a5-44d7-86dd-3f44d1147b98/ “I think the odds that that, you know, The US with two, you know, proprietary models can stay ahead of China with 10 open source ones is very low.” — Bill Gurley, BigDeal by Codie Sanchez Wed, 04 Mar 2026 15:00:36 +0000 china https://minutesof.com/q/08fa0e21-7e51-43ed-9d85-3ecb68d0c16f/ https://minutesof.com/q/08fa0e21-7e51-43ed-9d85-3ecb68d0c16f/ “I don't think the world, especially the the the politicians understand how, like unbelievably powerful open source is as a a as a weapon, like, as a competitive weapon.” — Bill Gurley, BigDeal by Codie Sanchez Wed, 04 Mar 2026 15:00:36 +0000 china https://minutesof.com/q/2d1639dd-c74e-45fa-8656-561f596627f3/ https://minutesof.com/q/2d1639dd-c74e-45fa-8656-561f596627f3/ “And I don't think the world, especially the the the politicians understand how, like unbelievably powerful open source is as a a as a weapon, like, as a competitive weapon.” — Bill Gurley, BigDeal by Codie Sanchez Wed, 04 Mar 2026 15:00:36 +0000 china https://minutesof.com/q/0c8bc270-d6cb-4864-b503-8419ab63acb2/ https://minutesof.com/q/0c8bc270-d6cb-4864-b503-8419ab63acb2/ “I think this could even happen with AI models where there's a fence around America and China's serving the rest of the world.” — Bill Gurley, On with Kara Swisher Thu, 26 Feb 2026 15:18:55 +0000 china https://minutesof.com/q/7cf16c90-29fb-4730-8e61-827c1b244cb7/ https://minutesof.com/q/7cf16c90-29fb-4730-8e61-827c1b244cb7/ “And China is, I just spent some time there in August is hitting on many, many cylinders.” — Bill Gurley, On with Kara Swisher Thu, 26 Feb 2026 15:18:55 +0000 china https://minutesof.com/q/955af3a7-4baa-4e57-b7f9-5b9cf593e8d5/ https://minutesof.com/q/955af3a7-4baa-4e57-b7f9-5b9cf593e8d5/ “if we are undiplomatic with our partners around the globe, that they will, it'll be more easier for them to rationalize agreements with China.” — Bill Gurley, On with Kara Swisher Thu, 26 Feb 2026 15:18:55 +0000 china https://minutesof.com/q/47555341-8389-4572-aed2-4d4365abcdbb/ https://minutesof.com/q/47555341-8389-4572-aed2-4d4365abcdbb/ “They have this like advantage over China, then China will not rise to be the global hegemony. But without AI, China definitely will rise to be the global hegemony.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 china https://minutesof.com/q/05c761d6-a934-4ece-905b-072e062b6646/ https://minutesof.com/q/05c761d6-a934-4ece-905b-072e062b6646/ “at the end of the day, this is an economic war. Right? If The US and the West win in AI and control, you know, more powerful AI systems that have this feedback loop that improve economic growth and weapon systems and whatever else, right, engineering of grids and cyber attacks and all these sorts of things.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 china https://minutesof.com/q/41e9701e-8a42-42e6-aaa0-bec5f26660a4/ https://minutesof.com/q/41e9701e-8a42-42e6-aaa0-bec5f26660a4/ “And then what's the economic value of that $100,000,000,000? Now, how much of that is in China? Right? Like, China's number is probably 10 x lower.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 china https://minutesof.com/q/f055eebe-a3a4-4066-9750-79a424e3c7d0/ https://minutesof.com/q/f055eebe-a3a4-4066-9750-79a424e3c7d0/ “China has the most vertical stack in semiconductors today and they're the best at semiconductors in the world because their fabs could still run somewhat on a lot of things because they have built some of these chemical supply chains. Right? Like TSMC for certain kinds of chemicals 100% share from Japan.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 china https://minutesof.com/q/bb4695b1-6134-4a12-8e20-9aabbebc6242/ https://minutesof.com/q/bb4695b1-6134-4a12-8e20-9aabbebc6242/ “There are dramas where people fall in love in the fab or dramas where people fall in love and they're photovoltaic, like, solar cell researchers and engineers.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 china https://minutesof.com/q/c0eb3cc5-f5bc-42ff-afa8-1adeea874c30/ https://minutesof.com/q/c0eb3cc5-f5bc-42ff-afa8-1adeea874c30/ “I think the entire country is like semiconductor pilled. Mhmm. Right? There are dramas where people fall in love in the fab or dramas where people fall in love and they're photovoltaic,” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 china https://minutesof.com/q/decf8dbc-5ad3-4d71-a356-9defeed8f48c/ https://minutesof.com/q/decf8dbc-5ad3-4d71-a356-9defeed8f48c/ “Suddenly, that's 60% of The US power production capacity being built right now in just nuclear by China.” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 china https://minutesof.com/q/663e0562-7281-48ea-a457-4edf51e7b12e/ https://minutesof.com/q/663e0562-7281-48ea-a457-4edf51e7b12e/ “Just try to think about each one of those being one, maybe one and a half gigawatts. Suddenly, that's 60% of The US power production capacity being built right now in just nuclear by China.” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 china https://minutesof.com/q/48502dd7-3936-44c8-8d27-5fe35babad15/ https://minutesof.com/q/48502dd7-3936-44c8-8d27-5fe35babad15/ “Just try to think about each one of those being one, maybe one and a half gigawatts. Suddenly, that's 60% of The US power production capacity being built right now” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 china https://minutesof.com/q/cab37bea-bd50-491d-a1f9-d5f9cad79a30/ https://minutesof.com/q/cab37bea-bd50-491d-a1f9-d5f9cad79a30/ “In twenty fifteen, ten years ago, papers published by Chinese research labs and major scientific journals were about half of The United States. Yeah. Now 50% more than The United States.” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 china https://minutesof.com/q/fecfc15b-f57a-4cfe-b484-2d17580d01d3/ https://minutesof.com/q/fecfc15b-f57a-4cfe-b484-2d17580d01d3/ “a statistic. In twenty fifteen, ten years ago, papers published by Chinese research labs and major scientific journals were about half of The United States. Yeah. Now 50% more than The United States.” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 china https://minutesof.com/q/144ed357-e1fd-4b28-8dee-60a604810677/ https://minutesof.com/q/144ed357-e1fd-4b28-8dee-60a604810677/ “Wild. And by the way, I mean, not to divert too much back, but right now China has 10 open source AI models.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 china https://minutesof.com/q/19f92f69-fdeb-4b0f-8094-3ddf216ba811/ https://minutesof.com/q/19f92f69-fdeb-4b0f-8094-3ddf216ba811/ “These entrepreneurs are every bit as good as the entrepreneurs they are here. There are examples like in LiDAR, they built a MEMS LiDAR product that's like $130 a car.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 china https://minutesof.com/q/0178caa5-3d30-46d4-95fa-151d71666594/ https://minutesof.com/q/0178caa5-3d30-46d4-95fa-151d71666594/ “And that's just flat wrong. Whoever's saying that just hasn't been there. They don't know the facts on the ground.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 china https://minutesof.com/q/ce5b9934-eba8-47b4-8254-05d030cc2236/ https://minutesof.com/q/ce5b9934-eba8-47b4-8254-05d030cc2236/ “I think Dan Wong does a good job of saying that America is run by lawyers the author of of Breakneck. Our country's run by lawyers and theirs is run by engineers.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 china https://minutesof.com/q/35d9a346-58f3-49a1-8f13-0afab73e67b6/ https://minutesof.com/q/35d9a346-58f3-49a1-8f13-0afab73e67b6/ “The Xiaomi factory was a third, based on some numbers I was able to acquire, a third the number of employees per car output.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 china https://minutesof.com/q/46abef0c-3d45-47a5-bd10-f86486954242/ https://minutesof.com/q/46abef0c-3d45-47a5-bd10-f86486954242/ “So fission being old school, not new school, at one fourth the price that we do it here in The US. So is South Korea, by the way.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 china https://minutesof.com/q/b4b27ee4-b302-4da0-920d-6ff0f1dd72ed/ https://minutesof.com/q/b4b27ee4-b302-4da0-920d-6ff0f1dd72ed/ “So they are building new nuclear fission plants. So fission being old school, not new school, at one fourth the price that we do it here in The US.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 china https://minutesof.com/q/1948c3cb-c870-4afe-94f8-2523e15bb7e8/ https://minutesof.com/q/1948c3cb-c870-4afe-94f8-2523e15bb7e8/ “So I think the thing that a lot of people in Silicon Valley love about capitalism is this notion of the invisible hand and competition that leads to innovation and best practice, and the winners rise up and they're better for it. That is happening there.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 china https://minutesof.com/q/2a8fac41-0bb5-4155-9499-750763a34c14/ https://minutesof.com/q/2a8fac41-0bb5-4155-9499-750763a34c14/ “We are in a global AI race with China. This is like the Manhattan Project. We have to build out compute. It it's a it's not only a national security imperative.” — Brad Gerstner, CNBC Television Fri, 07 Nov 2025 17:51:39 +0000 china https://minutesof.com/q/8f91c414-3884-4ef7-84af-59e7beb7d0d4/ https://minutesof.com/q/8f91c414-3884-4ef7-84af-59e7beb7d0d4/ “And the Australian government have shown everybody that they can be very tough when they feel that their national security has been threatened by China, which it has on a number of occasions.” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 china https://minutesof.com/q/8f91c414-3884-4ef7-84af-59e7beb7d0d4/ https://minutesof.com/q/8f91c414-3884-4ef7-84af-59e7beb7d0d4/ “And the Australian government have shown everybody that they can be very tough when they feel that their national security has been threatened by China, which it has on a number of occasions.” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 china https://minutesof.com/q/d2b8c16f-b2d3-4be3-b5a6-bd9430863cb5/ https://minutesof.com/q/d2b8c16f-b2d3-4be3-b5a6-bd9430863cb5/ “And putting a Chinese embassy on top of that in a strategic place in the city of London seems to me an unnecessarily foolish and risky step to take and we should say no.” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 china https://minutesof.com/q/4528429e-a386-44b6-9e4f-5c3735ac9380/ https://minutesof.com/q/4528429e-a386-44b6-9e4f-5c3735ac9380/ “And the reason it's sensitive in my understanding is because of the communications cables that run underneath it or very close to it.” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 china https://minutesof.com/q/250ff024-42c8-4e6c-ac56-0e5943ca1fd7/ https://minutesof.com/q/250ff024-42c8-4e6c-ac56-0e5943ca1fd7/ “And it it, you know, it looks awfully like appeasement, yet we're being told it isn't.” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 china https://minutesof.com/q/d6dc8e0c-287f-4ff0-9d2e-eaee89bc0e23/ https://minutesof.com/q/d6dc8e0c-287f-4ff0-9d2e-eaee89bc0e23/ “Look, we all know there is a serious threat to The UK's national security from China.” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 china https://minutesof.com/q/d6dc8e0c-287f-4ff0-9d2e-eaee89bc0e23/ https://minutesof.com/q/d6dc8e0c-287f-4ff0-9d2e-eaee89bc0e23/ “Look, we all know there is a serious threat to The UK's national security from China.” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 china https://minutesof.com/q/5c7920d2-652c-4e87-b26d-578de5f9084b/ https://minutesof.com/q/5c7920d2-652c-4e87-b26d-578de5f9084b/ “And what they did is they created a chemo enzymatic system, meaning chemical and then enzymes, that could synthesize starch from atmospheric carbon.” — David Friedberg, Venture Europe Thu, 09 Oct 2025 12:21:31 +0000 china https://minutesof.com/q/74f9c3a7-796e-4881-8717-5e587680da40/ https://minutesof.com/q/74f9c3a7-796e-4881-8717-5e587680da40/ “your intellectual property must be of massive interest to the Russians and the Chinese. So you almost need a sort of protective organization.” — Sir Richard Dearlove, One Decision Fri, 26 Sep 2025 18:01:45 +0000 china https://minutesof.com/q/9b00b640-2e61-4ee0-8d34-1d18759571d1/ https://minutesof.com/q/9b00b640-2e61-4ee0-8d34-1d18759571d1/ “But for example, your intellectual property must be of massive interest to the Russians and the Chinese. So you almost need a sort of protective organization.” — Sir Richard Dearlove, One Decision Fri, 26 Sep 2025 18:01:45 +0000 china https://minutesof.com/q/bae9b6b6-c52a-47b6-8524-7a5de0bbd701/ https://minutesof.com/q/bae9b6b6-c52a-47b6-8524-7a5de0bbd701/ “your intellectual property must be a massive interest to the Russians and the Chinese. So you almost need, you know, a sort of protective organization.” — Sir Richard Dearlove, One Decision Thu, 25 Sep 2025 04:54:40 +0000 china https://minutesof.com/q/74a26a69-d440-47d7-955e-d42c8b775a7c/ https://minutesof.com/q/74a26a69-d440-47d7-955e-d42c8b775a7c/ “They were importing lithography at a much higher rate than that. Right? Like, 40% of their equipment imports were lithography, and they were stockpiling lithography equipment.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 china https://minutesof.com/q/873bfecf-fed4-4a82-8a67-6f8af1945e7a/ https://minutesof.com/q/873bfecf-fed4-4a82-8a67-6f8af1945e7a/ “Our our revenue estimate for NVIDIA in China for just h 20 was north of 20,000,000,000 because that's what they were booking in capacity slash had to write off. Yeah. And then it got banned.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 china https://minutesof.com/q/182b465b-febd-4c89-945d-f61e809f643a/ https://minutesof.com/q/182b465b-febd-4c89-945d-f61e809f643a/ “Our our revenue estimate for NVIDIA in China for just h 20 was north of 20,000,000,000 because that's what they were booking in capacity slash had to write off.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 china https://minutesof.com/q/f2abcc3b-626a-46a3-b6c9-4ef8408390a6/ https://minutesof.com/q/f2abcc3b-626a-46a3-b6c9-4ef8408390a6/ “I mean, I think the move has been good, the earnings unlike here are still relatively low. I mean, you're, you know, you're talking, you know, low teens versus where we are.” — David Tepper, CNBC Television Thu, 18 Sep 2025 14:00:10 +0000 china https://minutesof.com/q/411063b5-256e-4121-8b1a-ca67ceaf5cf6/ https://minutesof.com/q/411063b5-256e-4121-8b1a-ca67ceaf5cf6/ “I don't love the the 25% or the 50% tariffs. I think they're a little bit destructive.” — David Tepper, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 china https://minutesof.com/q/04f75866-6e10-437e-9d76-8638aae1d999/ https://minutesof.com/q/04f75866-6e10-437e-9d76-8638aae1d999/ “And I think all but four have never been to China. Right. And the ones that went, it was seven years ago.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/c4f1033c-3390-4b52-9c3b-718141c5a9f3/ https://minutesof.com/q/c4f1033c-3390-4b52-9c3b-718141c5a9f3/ “I did a deep dive on on your favorite product chat, GBT, $300 version deep research, and on the 24 members of the select committee for the CCP.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/76e2131a-35e6-42a3-8bad-00e944e23e79/ https://minutesof.com/q/76e2131a-35e6-42a3-8bad-00e944e23e79/ “We're we're a public company. Come show me the money I'm getting from the government. She's like, say, I'm getting nothing.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/2a384c15-af86-4bfe-bf47-54d5f6c6a56a/ https://minutesof.com/q/2a384c15-af86-4bfe-bf47-54d5f6c6a56a/ “I brought up the subsidization with Stella Lee at BYD, and she said she said, if I'm getting all this government subsidy money, can you please find it and show it to me?” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/c372bdd3-3ac1-4d1c-b117-d9c68e1c2f22/ https://minutesof.com/q/c372bdd3-3ac1-4d1c-b117-d9c68e1c2f22/ “And he says even beyond that, their cost, their quality of vehicles is far superior to what I see in the West.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/ac5e3988-2b7f-4115-afae-05500abbe53e/ https://minutesof.com/q/ac5e3988-2b7f-4115-afae-05500abbe53e/ “And he says even beyond that, their cost, their quality of vehicles is far superior to what I see in the West. We are in a global competition with China, and it's not just EVs.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/d30a2244-15b1-4298-90b9-89c679a84bf2/ https://minutesof.com/q/d30a2244-15b1-4298-90b9-89c679a84bf2/ “And he insisted they ship him one back to Chicago, and he's been driving it around. And he's made some pretty extreme statements after having experienced Xiaomi.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/c179eb55-6e01-44cd-b4b1-1354df26c5b9/ https://minutesof.com/q/c179eb55-6e01-44cd-b4b1-1354df26c5b9/ “Let's say they took it to a thousand employees for a thousand cars. That'd be employed per car per day. That number is like at six in The US.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/517d4f44-e4e5-42bd-92a0-90a33cd2c473/ https://minutesof.com/q/517d4f44-e4e5-42bd-92a0-90a33cd2c473/ “The factory makes a thousand cars a day with 2,000 employees. It was highly automated, like really highly automated.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/cc0ddae4-34ee-4daa-974a-718ec97a03fb/ https://minutesof.com/q/cc0ddae4-34ee-4daa-974a-718ec97a03fb/ “They read everything they possibly can. They study any speech. They look at the financials. And he said, the West doesn't do that of China.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/e2990768-e244-4b36-af03-f1f381ba817b/ https://minutesof.com/q/e2990768-e244-4b36-af03-f1f381ba817b/ “over lunch, this individual told me, you know, every founder and every VC in China studies the West at a nauseating level.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/34b87ef9-35f3-4d4b-a907-6e40b949b559/ https://minutesof.com/q/34b87ef9-35f3-4d4b-a907-6e40b949b559/ “They read everything they possibly can. They study any speech. They look at the financials. And he said, the West doesn't do that of China.” — Bill Gurley, Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 china https://minutesof.com/q/179b1911-b380-4dc6-a494-e4a711cce0f4/ https://minutesof.com/q/179b1911-b380-4dc6-a494-e4a711cce0f4/ “if we have this view that the only reason China's competitive or winning is because they're they're stealing or they're subsidized, I think what that view does is it allows us to dilute ourselves into believing we don't need to get better ourselves.” — Brad Gerstner, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 china https://minutesof.com/q/c96a458e-b819-49cb-b6fb-bb38b6bf952f/ https://minutesof.com/q/c96a458e-b819-49cb-b6fb-bb38b6bf952f/ “And I think all but four have never been to China. Right. And the ones that went, it was seven years ago.” — Bill Gurley, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 china https://minutesof.com/q/52f79c93-bc83-4725-9cdb-1129b155e94f/ https://minutesof.com/q/52f79c93-bc83-4725-9cdb-1129b155e94f/ “We're we're a public company. Come show me the money I'm getting from the government. She's like, say, I'm getting nothing.” — Bill Gurley, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 china https://minutesof.com/q/118adf92-a072-4293-96f1-0f83d0f73bf2/ https://minutesof.com/q/118adf92-a072-4293-96f1-0f83d0f73bf2/ “The US only represents about 14% of China's exports. The US only represents about 3% of China's GDP.” — Brad Gerstner, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 china https://minutesof.com/q/cea300ed-652f-4f9d-8396-b5ddd908a188/ https://minutesof.com/q/cea300ed-652f-4f9d-8396-b5ddd908a188/ “The factory makes a thousand cars a day with 2,000 employees. It was highly automated, like really highly automated.” — Bill Gurley, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 china https://minutesof.com/q/4fb92128-e709-47f6-9e17-6527a7386ebd/ https://minutesof.com/q/4fb92128-e709-47f6-9e17-6527a7386ebd/ “Jensen Huang reminded us recently that 50% of the world's AI researchers are in China, and they're indeed innovating and not copying.” — Brad Gerstner, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 china https://minutesof.com/q/aee2b073-7d63-44ce-bd48-38a445a90dca/ https://minutesof.com/q/aee2b073-7d63-44ce-bd48-38a445a90dca/ “China is a $50,000,000,000 market for NVIDIA unto itself. So I believe that the probability they're gonna be able to sell chips China is north of 50%.” — Brad Gerstner, CNBC Television Thu, 28 Aug 2025 17:12:24 +0000 china https://minutesof.com/q/809be6a0-41ad-4fb7-8a0f-e92bbfeb3ebc/ https://minutesof.com/q/809be6a0-41ad-4fb7-8a0f-e92bbfeb3ebc/ “But, like, you know, can you give them no GPUs? No. They're gonna retaliate. Like, there is a middle ground, and, like, Huawei is eventually going to have a lot of production capacity,” — Dylan Patel, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 china https://minutesof.com/q/15ff7e1b-6ed8-4f85-8995-66a07a8dbd66/ https://minutesof.com/q/15ff7e1b-6ed8-4f85-8995-66a07a8dbd66/ “They've invited the president to China. The president has suggested he's going to go to China the first week of September, sometime between September and November.” — Brad Gerstner, BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 china https://minutesof.com/q/af0f4d5d-23e3-4523-8f78-3dafffa49505/ https://minutesof.com/q/af0f4d5d-23e3-4523-8f78-3dafffa49505/ “He said at the AI summit last week, I'm a deal junkie. I like to do deals. You can't be the biggest deal maker in the world without doing a big deal with China.” — Brad Gerstner, BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 china https://minutesof.com/q/a4421198-8184-45f7-9a12-37a84f641769/ https://minutesof.com/q/a4421198-8184-45f7-9a12-37a84f641769/ “I do expect to see that. And if I'm the Mistral team, if you're not distilling on these Chinese models, I don't know what you're doing right now.” — Bill Gurley, BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 china https://minutesof.com/q/5e755aba-f687-4536-ad57-34a4a9dc2d51/ https://minutesof.com/q/5e755aba-f687-4536-ad57-34a4a9dc2d51/ “I think there may be seven or eight dig pocketed players with open models in China, they all learn from each other extremely fast.” — Bill Gurley, BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 china https://minutesof.com/q/61b701ab-5440-4bd6-b877-eb17aff4e766/ https://minutesof.com/q/61b701ab-5440-4bd6-b877-eb17aff4e766/ “Of course, that's released like these other models under the Apache 2.0 open source license, so very open, as Bill's talked about.” — Brad Gerstner, BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 china https://minutesof.com/q/4728732c-0771-4e99-ad96-f8a818be3df3/ https://minutesof.com/q/4728732c-0771-4e99-ad96-f8a818be3df3/ “China's open sourcing stuff only because they're behind the moment they're ahead, they will stop open sourcing stuff. And at the end of the day, closed source will win. Unfortunately, closed source will win.” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 china https://minutesof.com/q/dd8f0bd2-599a-4b49-97c9-a2d5257ccc86/ https://minutesof.com/q/dd8f0bd2-599a-4b49-97c9-a2d5257ccc86/ “there's so many companies on the Hangshan, the Hangshan, which is a stock market in China, right, whose stock has literally been flat or down despite the fact that they own the global market.” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/017a5839-c71d-42bb-951b-8594f045c861/ https://minutesof.com/q/017a5839-c71d-42bb-951b-8594f045c861/ “there's this constant pressure cooker of continual cost reductions and engineering. It's not like, Oh, well, we make 80% margins. Our cost is low.” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/9820aa6d-0224-4a6c-b2b6-f2965992e508/ https://minutesof.com/q/9820aa6d-0224-4a6c-b2b6-f2965992e508/ “They're not price to value. They're cost plus. Right? And so you've got this interesting phenomenon where, there are industries in China where the entire world relies on it.” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/e5cd5238-fd61-4c78-813a-7ecc288bfeff/ https://minutesof.com/q/e5cd5238-fd61-4c78-813a-7ecc288bfeff/ “Whereas Chinese companies are almost all cost plus. They're not price to value. They're cost plus. Right? And so you've got this interesting phenomenon where,” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/600aa10f-ce79-4d5e-9b6d-49919dc5e77c/ https://minutesof.com/q/600aa10f-ce79-4d5e-9b6d-49919dc5e77c/ “Whereas Chinese companies are almost all cost plus. They're not price to value. They're cost plus. Right?” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/9ecd3a10-280c-4dea-a552-8bc663d46ac8/ https://minutesof.com/q/9ecd3a10-280c-4dea-a552-8bc663d46ac8/ “Two of Germany's best robotics companies were actually purchased by China, And a lot of their, servos and actuator construction was actually transferred to China.” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/1269ac38-2f98-4cc6-8b06-3dfdfcf4efda/ https://minutesof.com/q/1269ac38-2f98-4cc6-8b06-3dfdfcf4efda/ “'24, it's, it's rapidly growing Chinese share. And '25 is it looks clear, like, the the market shares is, you know, gonna be 60 is gonna be, like, 70% Chinese robots for China's domestic usage.” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/f3ff6dd3-43c7-4d41-b081-6e9737c24256/ https://minutesof.com/q/f3ff6dd3-43c7-4d41-b081-6e9737c24256/ “even as near as twenty twenty two, the majority of China's robots were being imported. Right? Japan and Germany being the largest market share players,” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/0a5a65d1-e5d1-4965-9589-d9be71347bee/ https://minutesof.com/q/0a5a65d1-e5d1-4965-9589-d9be71347bee/ “even as near as twenty twenty two, the majority of China's robots were being imported. Right? Japan and Germany being the largest market share players, but also USA, Korea is also in there.” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/9b53d10e-c58f-46cd-88ed-84b2e6b98f81/ https://minutesof.com/q/9b53d10e-c58f-46cd-88ed-84b2e6b98f81/ “You fast forward to 2023, and all four of these countries combined, right, are still a third of China's robot deployments.” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/997a2cfd-1cdf-4dd0-96d4-8fbdc8d4daf3/ https://minutesof.com/q/997a2cfd-1cdf-4dd0-96d4-8fbdc8d4daf3/ “Germany and and Japan are losing a lot of their capabilities to do so slash the cost of their robots are just way, way, way higher than what China can do.” — Dylan Patel, Going Direct Sun, 22 Jun 2025 21:30:00 +0000 china https://minutesof.com/q/781aa249-aab8-4a99-9d5e-3907bda9199b/ https://minutesof.com/q/781aa249-aab8-4a99-9d5e-3907bda9199b/ “NVIDIA has you know, it went from 80% market share in China where all the developers, second largest developer market in the world, were were developing in CUDA.” — Brad Gerstner, CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 china https://minutesof.com/q/04145864-be99-4149-912d-4fb4334ea64b/ https://minutesof.com/q/04145864-be99-4149-912d-4fb4334ea64b/ “A lot of our renewable sources of energy are Chinese manufactured with cellular modules in them that can be reprogrammed from China. You could knock out the whole of a North Sea wind farm, bang.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/04145864-be99-4149-912d-4fb4334ea64b/ https://minutesof.com/q/04145864-be99-4149-912d-4fb4334ea64b/ “A lot of our renewable sources of energy are Chinese manufactured with cellular modules in them that can be reprogrammed from China. You could knock out the whole of a North Sea wind farm, bang.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/8cf4caa7-36a2-4bea-9052-749fc50ac179/ https://minutesof.com/q/8cf4caa7-36a2-4bea-9052-749fc50ac179/ “Chinese could bring in a crisis UK city to a grinding halt, bang, with a flick of a switch in Beijing.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/f2b500b4-54be-4a9f-b21c-1d1c3d82bbbe/ https://minutesof.com/q/f2b500b4-54be-4a9f-b21c-1d1c3d82bbbe/ “that car in a crisis can be reprogrammed by the manufacturer in China. And you can find your Chinese car, 40 of them, let's say around London immobilized.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/f2b500b4-54be-4a9f-b21c-1d1c3d82bbbe/ https://minutesof.com/q/f2b500b4-54be-4a9f-b21c-1d1c3d82bbbe/ “that car in a crisis can be reprogrammed by the manufacturer in China. And you can find your Chinese car, 40 of them, let's say around London immobilized.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/141646c2-4f26-4d71-a23e-f74e51dcf6ff/ https://minutesof.com/q/141646c2-4f26-4d71-a23e-f74e51dcf6ff/ “Because in every Chinese car there is a cellular module which is connected to the internet of things and that car in a crisis can be reprogrammed by the manufacturer in China.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/141646c2-4f26-4d71-a23e-f74e51dcf6ff/ https://minutesof.com/q/141646c2-4f26-4d71-a23e-f74e51dcf6ff/ “Because in every Chinese car there is a cellular module which is connected to the internet of things and that car in a crisis can be reprogrammed by the manufacturer in China.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/d3f9715b-a051-4921-8362-544f145e2791/ https://minutesof.com/q/d3f9715b-a051-4921-8362-544f145e2791/ “The fact is you cannot get around the security problem that any Chinese corporation is ultimately under the control of the Chinese Communist Party.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/321d744a-ee78-4f0e-a5dc-d76292b806f4/ https://minutesof.com/q/321d744a-ee78-4f0e-a5dc-d76292b806f4/ “The fact is you cannot get around the security problem that any Chinese corporation is ultimately under the control of the Chinese Communist Party. If in a crisis they are told to jump.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/355a4269-d1c0-4f9b-b5de-9670ab6d1b3d/ https://minutesof.com/q/355a4269-d1c0-4f9b-b5de-9670ab6d1b3d/ “Now at the time that that deal was signed there were strong objections from people like me in the intelligence community. We were totally overruled.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/885a9c29-11f0-4906-aca5-75307b26c4f5/ https://minutesof.com/q/885a9c29-11f0-4906-aca5-75307b26c4f5/ “Chinese navy is building more tonnage in a year to eighteen months each year than composes the whole of the Royal Navy.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/7138f3e1-c3e3-41e8-9b94-d84809e48ebe/ https://minutesof.com/q/7138f3e1-c3e3-41e8-9b94-d84809e48ebe/ “Chinese navy is building more tonnage in a year to eighteen months each year than composes the whole of the Royal Navy. That's the speed of its expansion.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 china https://minutesof.com/q/e804c4a9-ca71-4f7a-b17b-3186f1b734e9/ https://minutesof.com/q/e804c4a9-ca71-4f7a-b17b-3186f1b734e9/ “And so that level of competition, if it leads to four deep pocketed all open products is gonna be ultra powerful.” — Bill Gurley, Invest Like the Best Tue, 10 Jun 2025 08:00:00 +0000 china https://minutesof.com/q/68a7fb3a-1d0a-4785-be79-73c6a4c97f2c/ https://minutesof.com/q/68a7fb3a-1d0a-4785-be79-73c6a4c97f2c/ “What happened in China, however, is Alibaba made Twin open source. Xiaomi has a model out now.” — Bill Gurley, Invest Like the Best Tue, 10 Jun 2025 08:00:00 +0000 china https://minutesof.com/q/8498a796-15c4-4e13-ac56-a3a80afb7155/ https://minutesof.com/q/8498a796-15c4-4e13-ac56-a3a80afb7155/ “I think it dramatically increases the chances that China is forced to move on Taiwan. Right? We're out there telling everybody in the world that AI is totally existential.” — Brad Gerstner, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 china https://minutesof.com/q/f62ea508-a2ac-42a6-97f7-3cc4207a65a5/ https://minutesof.com/q/f62ea508-a2ac-42a6-97f7-3cc4207a65a5/ “On point three, it gets us right? If we do this trade, and I don't know that China would do this trade, but if we did this trade, then it would get us access to those rare earths right now, which is absolutely critical, and it buys us time to stand up our own rare earth supply.” — Brad Gerstner, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 china https://minutesof.com/q/5e2d07c0-7fef-407b-ab7d-b61d9ace2621/ https://minutesof.com/q/5e2d07c0-7fef-407b-ab7d-b61d9ace2621/ “I saw a study that suggested that 40 to 50% of the AI researchers in The United States, our best researchers are Chinese.” — Brad Gerstner, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 china https://minutesof.com/q/551539a9-4696-47ff-b640-c9235c059c6f/ https://minutesof.com/q/551539a9-4696-47ff-b640-c9235c059c6f/ “some people say 50% of AI researchers are of Chinese origin. And I believe now the patent count in AI coming out of China is larger than The US.” — Bill Gurley, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 china https://minutesof.com/q/5e922f40-7f20-41cb-b225-c25237e09d96/ https://minutesof.com/q/5e922f40-7f20-41cb-b225-c25237e09d96/ “the Chinese government may not consider that part of the objective function of what a win is. And in the past three weeks, we saw BYD take prices down 30%.” — Bill Gurley, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 china https://minutesof.com/q/8964cdaf-aa45-4082-b50b-342cd85bfc85/ https://minutesof.com/q/8964cdaf-aa45-4082-b50b-342cd85bfc85/ “in EVs where there were over 500 EV startups, 500 in The US. What has there been? Four legitimate ones?” — Bill Gurley, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 china https://minutesof.com/q/035c913e-1b4a-4fee-b520-d37ee018abac/ https://minutesof.com/q/035c913e-1b4a-4fee-b520-d37ee018abac/ “And it's actually in China right now is, I think being priced at like $130 a car, this solid state MEMS LiDAR, whereas the Waymo LiDAR is like $5,000 a car.” — Bill Gurley, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 china https://minutesof.com/q/3282dfbc-a62e-4b87-ad71-76067163ee7e/ https://minutesof.com/q/3282dfbc-a62e-4b87-ad71-76067163ee7e/ “in these industries where they wanna succeed, they actually make sure that there are 500 competitors or a thousand competitors. And then they let the market whittle down to what the best one is.” — Bill Gurley, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 china https://minutesof.com/q/8e2b6629-58fa-4882-a625-98329e4cd5a8/ https://minutesof.com/q/8e2b6629-58fa-4882-a625-98329e4cd5a8/ “It's $40,000,000,000 business NVIDIA in China to keep them on the CUDA ecosystem rather than allowing them to have a monopoly on the Huawei ecosystem.” — Brad Gerstner, Bloomberg Live Thu, 05 Jun 2025 09:44:40 +0000 china https://minutesof.com/q/d71c627d-97cf-4a30-974f-0a8923b1034a/ https://minutesof.com/q/d71c627d-97cf-4a30-974f-0a8923b1034a/ “One of the ministers in Saudi Arabia said to me that Huawei had gone from 0% market share to 40% market share and they were months away from making the decision to go with the Huawei stack right? Because they can't be left behind. They have to do something.” — Brad Gerstner, Bloomberg Live Thu, 05 Jun 2025 09:44:40 +0000 china https://minutesof.com/q/fd5410f3-d8f3-4e95-8c4a-68082adc8050/ https://minutesof.com/q/fd5410f3-d8f3-4e95-8c4a-68082adc8050/ “first of all, they've only operated on US models. They're a wrapper company. They don't have a foundational model and and they've only operated on top of US models.” — Bill Gurley, BG2 Pod Thu, 22 May 2025 16:23:05 +0000 china https://minutesof.com/q/82785e3f-5876-4e15-8fb0-ddafa5ff5e7f/ https://minutesof.com/q/82785e3f-5876-4e15-8fb0-ddafa5ff5e7f/ “this will be the fourth deep pocket funded model in China that are all open source. And when you consider I mean, this is a competitive dynamic, right, that leads to that.” — Bill Gurley, BG2 Pod Thu, 22 May 2025 16:23:05 +0000 china https://minutesof.com/q/2933e7dd-60f4-4164-a09c-21f875253189/ https://minutesof.com/q/2933e7dd-60f4-4164-a09c-21f875253189/ “I think if you forecast out two or three years, they were on track to be a $50,000,000,000 business, I think in China.” — Brad Gerstner, BG2 Pod Thu, 22 May 2025 16:23:05 +0000 china https://minutesof.com/q/a32a7376-d0cf-4c15-9271-1e6b621f50bc/ https://minutesof.com/q/a32a7376-d0cf-4c15-9271-1e6b621f50bc/ “So remember, I came on here on liberation day, and I held up the list of tariffs that that that were on the poster board that Trump showed.” — Brad Gerstner, BG2 Pod Thu, 22 May 2025 16:23:05 +0000 china https://minutesof.com/q/3936ac29-a5c2-46da-a94a-7ed1ed0b2fbd/ https://minutesof.com/q/3936ac29-a5c2-46da-a94a-7ed1ed0b2fbd/ “And I will tell you after spending twenty five years in venture capital, there's just this instinctive thing.” — Bill Gurley, BG2 Pod Thu, 22 May 2025 16:23:05 +0000 china https://minutesof.com/q/ffefa2e3-ee50-46c3-ad6e-11517efad566/ https://minutesof.com/q/ffefa2e3-ee50-46c3-ad6e-11517efad566/ “Bingo. And I think had we continued on that path or if we go back towards that path, because I don't think this is over.” — Bill Gurley, BG2 Pod Thu, 22 May 2025 16:23:05 +0000 china https://minutesof.com/q/a9e9f223-6b73-44f1-b7b7-580ede84bfda/ https://minutesof.com/q/a9e9f223-6b73-44f1-b7b7-580ede84bfda/ “Terawatt is roughly the power production or the electricity production capacity of the entire United States. US is going from one to two between now and 2040.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 china https://minutesof.com/q/e5fc3a38-581b-46c5-b596-5ebd1278ef6b/ https://minutesof.com/q/e5fc3a38-581b-46c5-b596-5ebd1278ef6b/ “Elon this week is saying, hey, need a terawatt of compute. Terawatt is roughly the power production or the electricity production capacity of the entire United States.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 china https://minutesof.com/q/7739a783-dc39-45b7-bcdd-d9cd75a1a2f7/ https://minutesof.com/q/7739a783-dc39-45b7-bcdd-d9cd75a1a2f7/ “So in the next fifteen years, China is adding five Americas. Yes. In electricity production capacity.” — David Friedberg, All-In Podcast Tue, 06 May 2025 22:48:17 +0000 china https://minutesof.com/q/1cbccb28-445f-4db0-b2a7-fe1b3bb20979/ https://minutesof.com/q/1cbccb28-445f-4db0-b2a7-fe1b3bb20979/ “The US is forecasted to increase its electricity production capacity from one to two terawatts by twenty forty, fifteen years from now.” — David Friedberg, All-In Podcast Tue, 06 May 2025 22:48:17 +0000 china https://minutesof.com/q/42277ecd-5d1b-4270-a90f-11eb7f3a67b8/ https://minutesof.com/q/42277ecd-5d1b-4270-a90f-11eb7f3a67b8/ “It's not unexpected. Right? Like, this is actually within the trend line of what happened with GPT three is happening to GPT four level quality with DeepSeq.” — Dylan Patel, Alex Kantrowitz Wed, 23 Apr 2025 16:30:06 +0000 china https://minutesof.com/q/a64a56f5-df99-4993-bd99-c6e00a54110d/ https://minutesof.com/q/a64a56f5-df99-4993-bd99-c6e00a54110d/ “I think what was really surprising was that it was a Chinese company for the first time. Right? Because Google and and OpenAI and Anthropic and Meta have all traded blows.” — Dylan Patel, Alex Kantrowitz Wed, 23 Apr 2025 16:30:06 +0000 china https://minutesof.com/q/cd6e818a-a8c6-4fc5-b11d-96afaffc62cd/ https://minutesof.com/q/cd6e818a-a8c6-4fc5-b11d-96afaffc62cd/ “This is more than enough if they even took 30 of it, concentrated it, to be a bigger cluster than any American company has.” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 china https://minutesof.com/q/2e9b3ee4-e698-4516-a8b0-920ae1a288c3/ https://minutesof.com/q/2e9b3ee4-e698-4516-a8b0-920ae1a288c3/ “Just in Q3, Q4 and the early part of Q1 this year, they imported a million H20s, Right?” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 china https://minutesof.com/q/c235c852-3da5-495d-8118-6bceb59270eb/ https://minutesof.com/q/c235c852-3da5-495d-8118-6bceb59270eb/ “The estimates that we have is, so first of all, ads in China, they say they have tens of thousands of GPUs for researchers, right?” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 china https://minutesof.com/q/89c9d86f-ca5b-45bd-b16f-f7837e38d48f/ https://minutesof.com/q/89c9d86f-ca5b-45bd-b16f-f7837e38d48f/ “On equipment though, last year ASML, many quarters they've had 45% of their equipment and even more of their revenue come from China. And likewise for ASML, Lam Research and all these companies, right?” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 china https://minutesof.com/q/6d450b52-b2bc-457a-ae6e-52cf7219326f/ https://minutesof.com/q/6d450b52-b2bc-457a-ae6e-52cf7219326f/ “On equipment though, last year ASML, many quarters they've had 45% of their equipment and even more of their revenue come from China.” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 china https://minutesof.com/q/f52bec3b-273e-400a-b92e-a375dc082420/ https://minutesof.com/q/f52bec3b-273e-400a-b92e-a375dc082420/ “at the end of Mao's reign, and Mao had raised the wall and and kind of turned China inwards, they had fallen to 5% of global GDP.” — Bill Gurley, BG2 Pod Wed, 05 Feb 2025 23:13:28 +0000 china https://minutesof.com/q/f45c1242-8cd4-4414-9710-bd491d1de9c9/ https://minutesof.com/q/f45c1242-8cd4-4414-9710-bd491d1de9c9/ “in 1820, China's economy was wide open, and they actually, had 33% of the global economy. 33% of global GDP was China.” — Bill Gurley, BG2 Pod Wed, 05 Feb 2025 23:13:28 +0000 china https://minutesof.com/q/38d113f9-ba13-446c-ad37-db93f239378f/ https://minutesof.com/q/38d113f9-ba13-446c-ad37-db93f239378f/ “And I think that is a much easier goal to achieve than trying to debate on what AGI is.” — Dylan Patel, Lex Fridman Mon, 03 Feb 2025 00:12:13 +0000 china https://minutesof.com/q/9e102380-dbd9-4dbb-acd8-a43420fa4c7f/ https://minutesof.com/q/9e102380-dbd9-4dbb-acd8-a43420fa4c7f/ “A large part of export controls, if they work, is just that the amount of AI that can be run-in China is going to be much lower.” — Dylan Patel, Lex Fridman Mon, 03 Feb 2025 00:12:13 +0000 china https://minutesof.com/q/9fa7ca82-6d26-4877-b86a-cb19e2e279d5/ https://minutesof.com/q/9fa7ca82-6d26-4877-b86a-cb19e2e279d5/ “And so if you're if you're behind and you're trying to catch up, then open source is a strategy that actually really makes sense for you.” — David Sacks, All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 china https://minutesof.com/q/46422149-e63f-4853-92d5-12d0d475bfb0/ https://minutesof.com/q/46422149-e63f-4853-92d5-12d0d475bfb0/ “if you had asked most people in the industry a few weeks ago how far behind is China on AI models, they would say six to twelve months.” — David Sacks, All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 china https://minutesof.com/q/62b103f6-6774-4c42-9053-300c3f5ea97c/ https://minutesof.com/q/62b103f6-6774-4c42-9053-300c3f5ea97c/ “if you had said to people a few weeks ago that the second company to release a reasoning model along the lines of o one would be a Chinese company, I think people would have been surprised by that.” — David Sacks, All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 china https://minutesof.com/q/c375dcd6-7e32-46f5-a9a4-79f02129b7f8/ https://minutesof.com/q/c375dcd6-7e32-46f5-a9a4-79f02129b7f8/ “Malaysia from 2024 to 2027, not the country itself, but companies operating there, mostly Chinese companies, many of them claiming they're now Singaporean companies. Right?” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 china https://minutesof.com/q/6ebfd782-f4eb-48e9-800b-cc3c265a6f2b/ https://minutesof.com/q/6ebfd782-f4eb-48e9-800b-cc3c265a6f2b/ “And we have this holier than thou attitude that America is the best and that we're the leader and we're being passed.” — Bill Gurley, Bg2 Pod Mon, 06 Jan 2025 21:47:42 +0000 china https://minutesof.com/q/168141e4-9ed2-43a1-b661-cd71af64f1a7/ https://minutesof.com/q/168141e4-9ed2-43a1-b661-cd71af64f1a7/ “I think this anti Chinese mentality is a little nuts because if you look at low cost EVs, if you look at their subway stations, if you look at, they're leading us in many areas.” — Bill Gurley, Bg2 Pod Mon, 06 Jan 2025 21:47:42 +0000 china https://minutesof.com/q/3852c40c-1d77-4af5-97c3-abd014d5ce96/ https://minutesof.com/q/3852c40c-1d77-4af5-97c3-abd014d5ce96/ “And I don't think blocking ASML or blocking AI technology or blocking anything is working. It's just not working.” — Bill Gurley, BG2 Pod Wed, 27 Nov 2024 19:11:58 +0000 china https://minutesof.com/q/98dc1d54-6308-4414-aea0-3dfcd4115d72/ https://minutesof.com/q/98dc1d54-6308-4414-aea0-3dfcd4115d72/ “the number of graduates in China's university system that are STEM is 35%, and that number is below 10 in The US.” — Bill Gurley, BG2 Pod Wed, 27 Nov 2024 19:11:58 +0000 china https://minutesof.com/q/2cdca5ca-185f-47fe-8738-234bf9c8e535/ https://minutesof.com/q/2cdca5ca-185f-47fe-8738-234bf9c8e535/ “The Japanese power grid has been like this. The Korean power grid has been like Only China and India and Indonesia, their power grids have been growing really fast.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 china https://minutesof.com/q/18583773-8dec-4c67-9ee5-892ce7457583/ https://minutesof.com/q/18583773-8dec-4c67-9ee5-892ce7457583/ “Shanghai has anywhere from 45 to 50 high end immersion lithography tools is is what's like believed by intelligence as well as like many other folks.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/46a70da8-5378-46a9-a527-ee41c13e3fa8/ https://minutesof.com/q/46a70da8-5378-46a9-a527-ee41c13e3fa8/ “if they put them all in one cluster, they could have a bigger model than any of the labs next year. Right?” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/856f2514-a20b-461e-a657-ed57842c7d91/ https://minutesof.com/q/856f2514-a20b-461e-a657-ed57842c7d91/ “You know? So so if they put them all in one cluster, they could have a bigger model than any of the labs next year.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/3bd7853d-7fb5-407a-9ca0-51a9419c33ce/ https://minutesof.com/q/3bd7853d-7fb5-407a-9ca0-51a9419c33ce/ “China can be centralized enough to compete with each individual US lab. They could have just as many flops in '25 and '26 if they decided they were scale built. Right? Just from foreign chips” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/ef0e0707-39cc-45d7-8303-ba5d94e61ff9/ https://minutesof.com/q/ef0e0707-39cc-45d7-8303-ba5d94e61ff9/ “They can build better chips in China, then we restrict them in terms of chips that NVIDIA or AMD or an Intel can sell to China.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/37826dc7-6409-420f-8c4d-11e92e1f1770/ https://minutesof.com/q/37826dc7-6409-420f-8c4d-11e92e1f1770/ “The chip side of things is actually being controlled quite effectively, I think. Right? Like, yes, there is, like, shipping GPUs through Singapore and Malaysia and and other countries in Asia to China.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/d42e0bbe-5093-4310-8333-99146acd3603/ https://minutesof.com/q/d42e0bbe-5093-4310-8333-99146acd3603/ “they can centralize the chips like crazy. Right now, oh, oh, million chips that NVIDIA shipping in q three and q four, the h twenty, let's just put them all in this one data center.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/e6ab75ac-8722-4e95-895e-afb4a981088d/ https://minutesof.com/q/e6ab75ac-8722-4e95-895e-afb4a981088d/ “China could just build it in six months, I think, around the 3 Gorges Dam or many other places. Right?” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/9970673d-c612-4b81-8789-52135c45cc46/ https://minutesof.com/q/9970673d-c612-4b81-8789-52135c45cc46/ “Right? Because you have you have sanctions on how many NVIDIA GPUs you can get in. Now, they're still north of a million a year.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 china https://minutesof.com/q/4db361d8-0fec-4698-86c1-5c462c70540a/ https://minutesof.com/q/4db361d8-0fec-4698-86c1-5c462c70540a/ “If you look what happens, if China runs and they get the economy going and you get the animal spirits going, what happens?” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china https://minutesof.com/q/4db361d8-0fec-4698-86c1-5c462c70540a/ https://minutesof.com/q/4db361d8-0fec-4698-86c1-5c462c70540a/ “If you look what happens, if China runs and they get the economy going and you get the animal spirits going, what happens?” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china https://minutesof.com/q/e991d368-bc73-416d-9a06-b88d6fd152d8/ https://minutesof.com/q/e991d368-bc73-416d-9a06-b88d6fd152d8/ “Not only encouraging it, lending you money to do it. And they're giving money like health money where you can put money out and you have no losses if you wanna do it.” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china https://minutesof.com/q/a30218f5-b337-4bb8-a6ea-60d0f24464f7/ https://minutesof.com/q/a30218f5-b337-4bb8-a6ea-60d0f24464f7/ “And they're gonna be they're aggressive in how they're gonna do it, and they're they're also, believe this or not, swap facilities to buy stocks.” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china https://minutesof.com/q/781229f1-99e4-4024-bb8d-2dbbceb1acf6/ https://minutesof.com/q/781229f1-99e4-4024-bb8d-2dbbceb1acf6/ “Now the Chinese to say we'll do more and more if needed, they don't say that because it's not been healthy to say those sort of things in China.” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china https://minutesof.com/q/781229f1-99e4-4024-bb8d-2dbbceb1acf6/ https://minutesof.com/q/781229f1-99e4-4024-bb8d-2dbbceb1acf6/ “Now the Chinese to say we'll do more and more if needed, they don't say that because it's not been healthy to say those sort of things in China.” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china https://minutesof.com/q/9633ddb9-6c54-49da-860f-84e9d6679d0f/ https://minutesof.com/q/9633ddb9-6c54-49da-860f-84e9d6679d0f/ “It's like, woah. Jovial saying we're gonna cut and we're gonna and we'll give you more. And he said, we'll do more and more if needed.” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china https://minutesof.com/q/d8951f59-2336-4eed-9da1-a6d3e26822b4/ https://minutesof.com/q/d8951f59-2336-4eed-9da1-a6d3e26822b4/ “I think this anti Chinese mentality is a little nuts because if you look at low cost EVs, if you look at their subway stations, if you look at, they're leading us in many areas and we have this holier than thou attitude that America is the best and that we're the leader and we're being passed.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 china https://minutesof.com/q/23658c84-6f9a-452a-a951-afa47d8da278/ https://minutesof.com/q/23658c84-6f9a-452a-a951-afa47d8da278/ “The plants in China that are the equivalent level three fission plants right now are coming on board at two point five billion per gigawatt.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 china https://minutesof.com/q/51aa0c48-2372-4bb2-aa33-eebfd76a7372/ https://minutesof.com/q/51aa0c48-2372-4bb2-aa33-eebfd76a7372/ “We recently brought on two new plants in The U. S. Vogtle three and four in And the total cost of that was about 30,000,000,000 for 2.2 gigawatts. It turns out over $13,000,000,000 per gigawatt.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 china https://minutesof.com/q/cd556f3c-4872-4253-8bb4-91036179bc61/ https://minutesof.com/q/cd556f3c-4872-4253-8bb4-91036179bc61/ “Because if you are the low cost power provider in the world, right, then you're going to be able to build bigger data centers that power bigger AI clusters, etcetera.” — Brad Gerstner, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 china https://minutesof.com/q/eaead953-0654-4e08-8dc7-843b4ca68ab3/ https://minutesof.com/q/eaead953-0654-4e08-8dc7-843b4ca68ab3/ “I think this anti Chinese mentality is a little nuts because if you look at low cost EVs, if you look at their subway stations, if you look at, they're leading us in many areas.” — Bill Gurley, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 china https://minutesof.com/q/95240bad-3a90-45e8-8faf-da958201364d/ https://minutesof.com/q/95240bad-3a90-45e8-8faf-da958201364d/ “The plants in China that are the equivalent level three fission plants right now are coming on board at 2,500,000,000 per gigawatt. Right. So 13 to 2.5.” — Bill Gurley, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 china https://minutesof.com/q/3b68d5e9-0c98-45dd-a662-fbd79a7d6d58/ https://minutesof.com/q/3b68d5e9-0c98-45dd-a662-fbd79a7d6d58/ “she said she had some really lousy experiences in the cars, but she was blown away at the Chinese consumers' willingness to adopt the technology.” — Bill Gurley, BG2 Pod Thu, 25 Jul 2024 14:00:00 +0000 china https://minutesof.com/q/8e773658-d546-4a55-9ae5-82207abc7c7f/ https://minutesof.com/q/8e773658-d546-4a55-9ae5-82207abc7c7f/ “This is where I think China has a massive advantage. They could just clear the decks for good for every project going forward. Whereas we're now making exceptions maybe with the TSMC plant in Arizona.” — Bill Gurley, Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 china https://minutesof.com/q/e790ceb0-d175-41d4-b5d4-7b9d596d4862/ https://minutesof.com/q/e790ceb0-d175-41d4-b5d4-7b9d596d4862/ “It's likely a massive advantage for China where a more autocratic government can just decide, okay, we're gonna start doing things a new way.” — Bill Gurley, Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 china https://minutesof.com/q/7e46492e-e6e1-4b80-b3d1-badf506f93ee/ https://minutesof.com/q/7e46492e-e6e1-4b80-b3d1-badf506f93ee/ “our cost of deploying new nuclear fission infrastructure is limited by our own regulatory framework, not by the technology.” — Brad Gerstner, BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 china https://minutesof.com/q/ec27e8c3-9042-4449-984e-0ab902fca18e/ https://minutesof.com/q/ec27e8c3-9042-4449-984e-0ab902fca18e/ “Ding Xiaoping, who brought capitalism to China and brought 500,000,000, 500,000,000 people out of poverty.” — Bill Gurley, Bg2 Pod Thu, 25 Jan 2024 16:05:50 +0000 china https://minutesof.com/q/db4011a8-5ecf-48bf-830e-72b29bc57d6a/ https://minutesof.com/q/db4011a8-5ecf-48bf-830e-72b29bc57d6a/ “Go from sub 10% market share in the chip industry to somewhere around 30% market share in the manufacturing industry, right?” — Dylan Patel, Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 china https://minutesof.com/q/8b5c59af-c95e-47dc-b958-d172b8af4193/ https://minutesof.com/q/8b5c59af-c95e-47dc-b958-d172b8af4193/ “I wonder if part of what's going on is that the Chinese government wants to make sure that though that wealth is actually kept inside of China, taxed appropriately, and then able to be regenerative in that market.” — Bill Gurley, CNBC Television Fri, 09 Jul 2021 16:31:30 +0000 china https://minutesof.com/q/78170419-d2e3-4bdd-bd2d-9c0e78acb86c/ https://minutesof.com/q/78170419-d2e3-4bdd-bd2d-9c0e78acb86c/ “I wonder I and I don't have any data to back this up, but I wonder if part of what's going on is that the Chinese government wants to make sure that though that wealth is actually kept inside of China, taxed appropriately, and then able to be regenerative in that market.” — Bill Gurley, CNBC Television Fri, 09 Jul 2021 16:31:30 +0000 china https://minutesof.com/q/311b472c-4986-41a6-9a10-95c9e52cce4f/ https://minutesof.com/q/311b472c-4986-41a6-9a10-95c9e52cce4f/ “So Pax Americana will become for those of you who are Latinists, Pax Americana et Sericana.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 china https://minutesof.com/q/16ac4cf0-5430-491b-889a-29f588b887d6/ https://minutesof.com/q/16ac4cf0-5430-491b-889a-29f588b887d6/ “at some point in the next two, three, four, five years, I think The United States and China will sit down to work out how a new security system will, as it were, operate across the world to replace Pax Americana.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 china https://minutesof.com/q/16ac4cf0-5430-491b-889a-29f588b887d6/ https://minutesof.com/q/16ac4cf0-5430-491b-889a-29f588b887d6/ “at some point in the next two, three, four, five years, I think The United States and China will sit down to work out how a new security system will, as it were, operate across the world to replace Pax Americana.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 china https://minutesof.com/q/500beaf9-9ad4-49fb-8458-9947511f6200/ https://minutesof.com/q/500beaf9-9ad4-49fb-8458-9947511f6200/ “two days ago, the Ant payment system, Jack Ma's company that controls massive payment system across the whole of China had a flotation and those of you who follow these things will be aware that it actually beat Aramco in terms of the value of the flotation, $34,000,000,000 was raised” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 china https://minutesof.com/q/500beaf9-9ad4-49fb-8458-9947511f6200/ https://minutesof.com/q/500beaf9-9ad4-49fb-8458-9947511f6200/ “two days ago, the Ant payment system, Jack Ma's company that controls massive payment system across the whole of China had a flotation and those of you who follow these things will be aware that it actually beat Aramco in terms of the value of the flotation, $34,000,000,000 was raised” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 china https://minutesof.com/q/1a9fab36-f5e2-4c92-bbb5-956c73c5aa8f/ https://minutesof.com/q/1a9fab36-f5e2-4c92-bbb5-956c73c5aa8f/ “the Chinese have positioned themselves in crucial areas of science in all of our leading universities.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 china https://minutesof.com/q/e10a426c-583b-414a-bba0-e9c68be67eb2/ https://minutesof.com/q/e10a426c-583b-414a-bba0-e9c68be67eb2/ “I mean, Baidu's worth 50% less today than it was six years ago. Notwithstanding the fact that all of the big internet platforms in China are worth multiples today of what they were five years ago because you had the rise of WeChat, you had the rise of ByteDance,” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 china https://minutesof.com/q/ff260f19-c22f-4f75-b5ee-91a42b283bfe/ https://minutesof.com/q/ff260f19-c22f-4f75-b5ee-91a42b283bfe/ “I do think that this started as an accident. Okay, once it started, there are things about the Chinese behavior which are completely shocking, but there was nothing deliberate about the origins of it.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/5873b33e-6cd5-4af3-9845-7118a397e225/ https://minutesof.com/q/5873b33e-6cd5-4af3-9845-7118a397e225/ “Absolutely. China itself has suffered hugely and probably more than we realize because they will have not published the true figures. I do think that this started as an accident.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/5873b33e-6cd5-4af3-9845-7118a397e225/ https://minutesof.com/q/5873b33e-6cd5-4af3-9845-7118a397e225/ “Absolutely. China itself has suffered hugely and probably more than we realize because they will have not published the true figures. I do think that this started as an accident.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/4ca6b80e-4d08-4f83-baaf-0dabcde2a27a/ https://minutesof.com/q/4ca6b80e-4d08-4f83-baaf-0dabcde2a27a/ “The fact is, if you understand the nature of Chinese leadership, Chinese intelligence, having China embedded in our five gs is a security problem, a serious one.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/4ca6b80e-4d08-4f83-baaf-0dabcde2a27a/ https://minutesof.com/q/4ca6b80e-4d08-4f83-baaf-0dabcde2a27a/ “The fact is, if you understand the nature of Chinese leadership, Chinese intelligence, having China embedded in our five gs is a security problem, a serious one.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/90aeebbf-3621-404b-8082-91edbf4267b2/ https://minutesof.com/q/90aeebbf-3621-404b-8082-91edbf4267b2/ “The problem is that British Telecom signed a deal back in 2001, 2002 actually, whilst I was chief with Huawei. And we became very much involved with this company and entangled with them.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/c28c7986-436a-45c6-8ec0-34fa8abc9789/ https://minutesof.com/q/c28c7986-436a-45c6-8ec0-34fa8abc9789/ “I don't think that George Osborne really understood what the leadership of a real Communist Party is like.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/7155b69a-00b0-43a6-8a2c-de5e1bd45721/ https://minutesof.com/q/7155b69a-00b0-43a6-8a2c-de5e1bd45721/ “I think there will be a complete reassessment of this situation for The UK and for many other countries in the aftermath of the pandemic.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/dde69688-e1ac-4588-990a-5b558f4c875c/ https://minutesof.com/q/dde69688-e1ac-4588-990a-5b558f4c875c/ “Personally pretty fed up with George Osborne. I think he was extremely uncritical in the way that he was willing to embrace the Chinese relationship.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/e01e12ba-5eeb-4e9f-a25e-2c24b5df4ee1/ https://minutesof.com/q/e01e12ba-5eeb-4e9f-a25e-2c24b5df4ee1/ “We need an international inquiry. And yes, I do, on this issue, agree with Trump's hard line, and I think we should support it.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/b3e65450-92ce-4827-809f-987ea2ab084f/ https://minutesof.com/q/b3e65450-92ce-4827-809f-987ea2ab084f/ “But I think there's a lot about his China policy that's right, because we need an explanation from the Chinese as to what happened. We need an international inquiry.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/b3e65450-92ce-4827-809f-987ea2ab084f/ https://minutesof.com/q/b3e65450-92ce-4827-809f-987ea2ab084f/ “But I think there's a lot about his China policy that's right, because we need an explanation from the Chinese as to what happened. We need an international inquiry.” — Sir Richard Dearlove, The Telegraph Wed, 03 Jun 2020 22:10:27 +0000 china https://minutesof.com/q/ff7ad15c-26ee-4a34-a86d-f3598e274964/ https://minutesof.com/q/ff7ad15c-26ee-4a34-a86d-f3598e274964/ “There's about a 112,000,000 people in China that work in factories. Factories in China are purpose built. So they're built to make a thing. And then they got to get retooled.” — David Friedberg, All-In Podcast Thu, 21 May 2020 05:18:18 +0000 china https://minutesof.com/q/a45ab994-c0f8-4d60-a56c-532b1ca5a1d9/ https://minutesof.com/q/a45ab994-c0f8-4d60-a56c-532b1ca5a1d9/ “There's about a 112,000,000 people in China that work in factories. Factories in China are purpose built. So they're built to make a thing.” — David Friedberg, All-In Podcast Thu, 21 May 2020 05:18:18 +0000 china https://minutesof.com/q/f89619b1-0c37-4921-a2b8-f46f1a2aba0b/ https://minutesof.com/q/f89619b1-0c37-4921-a2b8-f46f1a2aba0b/ “Factories in China are purpose built. So they're built to make a thing, and then they gotta get retooled if you wanna make another thing.” — David Friedberg, All-In Podcast Thu, 21 May 2020 05:17:29 +0000 china https://minutesof.com/q/f416bfb9-09c1-4837-a356-39fe7d021aac/ https://minutesof.com/q/f416bfb9-09c1-4837-a356-39fe7d021aac/ “It doesn't really make sense for us to be dependent on China for our antibiotics, for our medicines, for our PPE, for any of these products that are important for national survival.” — David Sacks, All-In Podcast Thu, 21 May 2020 05:17:29 +0000 china https://minutesof.com/q/2794d0c8-58ec-4ba7-b168-a7693229ea3e/ https://minutesof.com/q/2794d0c8-58ec-4ba7-b168-a7693229ea3e/ “Decoupling from China is gonna be a bipartisan issue now. I think both candidates now will be well, Trump is gonna is gonna run blaming China for for what happened,” — David Sacks, All-In Podcast Thu, 21 May 2020 05:17:29 +0000 china https://minutesof.com/q/1c26dbd2-bdf2-4937-a590-b8084fb716b6/ https://minutesof.com/q/1c26dbd2-bdf2-4937-a590-b8084fb716b6/ “So 1,000,000,000 people have been lifted out of extreme poverty in the last twenty years. Why? Because obviously India and China adopted a free market model.” — Stanley Druckenmiller, Bloomberg Television Thu, 19 Dec 2019 02:48:34 +0000 china