China, every mention
575 scenes · ← back to China
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every year anyone Harry Stebbings 567Rory O'Driscoll 56Jonathan Ross 35Hans Tung 26Matteo Franceschetti 25Anastasios Angelopoulos 24Mitchell Green 22Jason Lemkin 22Crystal Huang 19Peter Singlehurst 17
Verbatim, from the transcripts: the passages where China comes up
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 50:15 Harry Stebbings You have amazing open source and amazing manufacturing capabilities in China.
Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
- ▶ 55:13 Patrick Forquer Some of the model providers don't provide, you know, for example, if you're selling into China, certain model providers don't provide access to the models in China and other places. 2 times in the scene
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 21:26 Harry Stebbings I don't know if you saw actually just this morning, the acquisition was blocked by China.
- ▶ 1:29:17 Cliff Weitzman And China has done an amazing job in bringing the cost of solar down a lot. 2 times in the scene
Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
- ▶ 42:12 Tobi Lütke 60% of people, more than 60, I think the numbers have gone up since, and people think that the United States is the largest risk to, uh, Canada, like, much larger than, like, Russia or China would be.
- ▶ 44:04 Harry Stebbings So let's use open source Chinese models to get as close as we can to the benchmark set by US frontier models. 5 times in the scene
- ▶ 1:19:31 Tobi Lütke Like, let's get everyone's opinion on something and just give a different perspective and synthesis.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 0:14 Harry Stebbings Next, China blocks Meta's two billion dollar acquisition of Manus.
- ▶ 34:59 Harry Stebbings China blocks Meta's two billion acquisition of Manus.
- ▶ 35:11 Harry Stebbings The people aren't in China. 14 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:40:04 Rory O'Driscoll What you're really talking about is the argument about China, correct? 5 times in the scene
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 2:21 Aaron Levie And, and, um, to be clear, I kind of jumped to the more, uh, salacious part of, of, you know, China and that topic, but I'm, I'm almost probably 80% with Jensen. 2 times in the scene
- ▶ 33:58 Harry Stebbings I speak to many of the best early-stage and more mature, you know, West Coast-based companies, and they say, hey, we use frontier models to set where we can be, and then we use open-source Chinese models to get as close as we can to that…
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 42:17 Harry Stebbings Do you worry that basically the CCP is subsidizing a generation of Chinese models that are now being used by American companies whereby they have frontier models to essentially set where model capabilities can be and then have a real… 5 times in the scene
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 56:26 Harry Stebbings Manus obviously for contacts being bought by Meta recently, um, Manus founders trapped or kept in China. 7 times in the scene
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 6:35 Jason Lemkin This is why all everyone in China is give all the, all the, all the,
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 1:14:37 Gokul Rajaram And we were arguing over the terminal value of Facebook, and we had to put China into the mixing. 2 times in the scene
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 0:47 Mitchell Green Don't count China out. 2 times in the scene
- ▶ 19:28 Mitchell Green It's like, I would, I guess I'd tell people, like, if you're worried about China invading Taiwan, you really shouldn't worry about your bite dance position.
- ▶ 25:03 Harry Stebbings ByteDance is insane, because there's the China discount, and ByteDance is the China discount on the China discount. 3 times in the scene
- ▶ 26:51 Mitchell Green Like, um, that, that's where, you know, a lot of these, you know, people have been talking for years that they're gonna, like, de-list all these US, these Chinese companies, Baidu, Ctrip, BABA. 8 times in the scene
- ▶ 28:13 Harry Stebbings I think we still dramatically underestimate the capability of China.
- ▶ 30:21 Mitchell Green Um, but I mean, like, and, and I think, like, just China has some advantages in that respect, whether it's, like, so giant solar farms they can build, or whether they, they can just, they can do things that we, we can't do. 4 times in the scene
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 1:15:58 unnamed speaker Basically, just looking at the pricing of, you know, top of the line frontier models versus six month old open source Chinese open source models and, you know, the 10, 15, 20 X difference in cost per token.
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 35:16 Sebastian Siemiatkowski I have people in, in China talking to Sheen.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 4:35 Mike Cannon-Brookes Three, four before we get to China on models or anything else, right?
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 0:42 Jason Lemkin China's doing the same thing, so we have to do it.
- ▶ 1:02:33 Jason Lemkin China, China, China's doing the same thing, so we have to do it.
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 15:18 Harry Stebbings Algorithm retains in control of Chinese owners, which is interesting. 2 times in the scene
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
- ▶ 48:49 Harry Stebbings China's fair having hired 50.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 17:35 Rory O'Driscoll You're taking on a lot of risk here, um, funding a company that at the time looked like it was a China based company. 2 times in the scene
- ▶ 19:58 Jason Lemkin I, you know, are they a Chinese company? 2 times in the scene
Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough · 20VC with Harry Stebbings
- ▶ 18:57 Alan Chang In China, in the same period of time, it's gone up by seven times.
- ▶ 25:31 Alan Chang China. 12 times in the scene
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 32:57 Rory O'Driscoll It worked with JD.com in 2012 or whatever it was when they did that in China.
- ▶ 1:15:43 Rory O'Driscoll The odd thing is I can't quite figure out what I'm, the national security guidance on China is quite confusing because obviously we're now back to selling them advanced Nvidia processors.
- ▶ 1:19:24 Rory O'Driscoll And then what you're really talking about, are you talking about the ByteDance? 13 times in the scene
- ▶ 1:28:14 Rory O'Driscoll Because I don't think it's quote unquote a Chinese company. 4 times in the scene
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 1:09:07 Harry Stebbings Do you think we underestimate China? 2 times in the scene
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 0:23 Andrew Ng When China's government makes an all-nation commitment, it's all industrial.
- ▶ 2:03 Andrew Ng And in contrast, I see China building power plants left and right, including nuclear.
- ▶ 21:38 Andrew Ng And then the other dynamic is, uh, uh, China especially has been really taking the lead, uh, or, well, 7 times in the scene
- ▶ 25:26 Harry Stebbings The AI race, China versus the US. 7 times in the scene
- ▶ 28:21 Andrew Ng Um, the way that the US and, and I think that the way the US first put restrictions on Huawei, uh, uh, and then later on, you know, exported NVIDIA and AMD and, and other semiconductors that really incentivized China. 5 times in the scene
- ▶ 29:44 Harry Stebbings How do you feel about Europe's position in a very new world, and what can Europe do to regain some semblance of equality between the US and China?
- ▶ 33:38 Andrew Ng You know, I remember earlier era in early days of food delivery, for example, I saw this in both the US and China.
- ▶ 58:09 Andrew Ng I really appreciated the speed and intensity and intensity of Baidu and also, um, of the China ecosystem.
Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
- ▶ 26:41 Joelle Pineau I do think it's healthy that there are models that are getting built in different places around the world, not just in the US and China right now.
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
- ▶ 59:48 Tim Ferriss There was a lot of capital coming in from China, like a lot of lead investors I'd never heard of.
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 1:56 unnamed speaker it's, it's, it's not that it's not a big, it's like they're just fine and China will be just fine.
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 55:51 Harry Stebbings Final one, just in terms of geography, you know, DeepSeek obviously had that moment, and it kind of solidified the concerns around China. 6 times in the scene
- ▶ 58:16 Andrew Feldman Oh, I think, uh, you know, China, I thought long and hard about, uh, their power infrastructure and their, their form of government allowed them to, to plan strategically.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 29:21 Jonathan Ross So when the Chinese models came out, 12 times in the scene
- ▶ 32:52 Harry Stebbings To allow for China to distill in the effective ways that they have done already. 4 times in the scene
- ▶ 35:16 Jonathan Ross All, all the allies in the United States have to do in order to have more energy than China is to be willing to locate their compute where energy is cheap.
- ▶ 40:58 Jonathan Ross I mean, um, China is ahead in action, but there are five hundred million people in Europe.
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 1:19:52 Harry Stebbings So, bet us on when will a final TikTok deal be reached between the US and China?
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 18:46 Hemant Taneja You're going to hollow out a lot of your labor productivity and give it to a U S company or a Chinese company.
- ▶ 29:34 Harry Stebbings And I find there's this often rhetoric that's like, hey, it's like China versus the US 5 times in the scene
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 49:57 Jeff Lawson But it's kind of like having the, you know, the, the, the, the, the entity in China, which is like, okay, well, it may go make a bunch of money, but is it your money? 3 times in the scene
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 0:46 Harry Stebbings We also discuss open versus closed, China, the different worlds that are created by open versus closed models, Chinese models. 2 times in the scene
- ▶ 19:44 Alex Schultz So you can only go up 10 X from where we are right now, conceptually, if you took the entire power of the Three Gorges Dam, which, I mean, maybe China will.
- ▶ 26:59 Alex Schultz The interesting thing is, I think if you look at China right now, you've got 4 times in the scene
- ▶ 29:12 Harry Stebbings You mentioned Chinese long-haul routes. 9 times in the scene
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- ▶ 3:57 Nick Frosst Um, but there's some, some number, less than 20 in the whole world, most of them in America, uh, a handful of them in China, uh, us in Canada, and one in France.
- ▶ 57:58 Nick Frosst And I think just using a model that is built, you know, by China or built within America might not set your, your country and your economy up as well as having a model that understands the context built in that language, in that dialect,…
- ▶ 1:09:08 Harry Stebbings Do you think China will produce leading models in the next two years that continue to beat US models? 6 times in the scene
Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
- ▶ 0:28 Anton Osika Yes, from China. 3 times in the scene
- ▶ 48:56 Harry Stebbings I don't know if you spent much time in China or with like Chinese development teams, but they are unbelievable in their psychology around build.
- ▶ 1:06:24 Anton Osika From China. 3 times in the scene
Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings
- ▶ 38:09 Harry Stebbings I, I, I spoke to Danny, obviously, before the show, he said, he was the only one who says, actually, he said you should ask him about China.
- ▶ 42:40 Harry Stebbings Talking of kind of European founders competing, um, I, I obviously posted about the importance of working seven days a week in an increased intensity world where we are competing against China and the US, and that being the new normal, um,…
20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
- ▶ 24:18 Harry Stebbings You know, I think Chanel is the best brand in the world, actually, and it's because it is an aspirational brand that grandmothers in China, mothers in Paris, and teenagers in New York all want to have, but they do not have any form of…
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 1:09:10 Miles Dieffenbach We had a, a, a fund out of, out of China that, um, produced over a 20 X net return to LPs. 6 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 5:36 Harry Stebbings Chinese AI team there is.
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 0:38 Martin Casado I think that right now open source is most dangerous because China is better at it than we are, and as a result of that.
- ▶ 11:08 Martin Casado Meta and Google, a bunch of Chinese players that are entering it.
- ▶ 29:35 Harry Stebbings Do you not think open source increases the opportunity set for hostile actors like China and Russia to harm us?
- ▶ 30:06 Martin Casado So I think that right now, open source is most dangerous because China is better at it than we are, and as a result of that, we're seeing a proliferation of Chinese open source models everywhere. 6 times in the scene
Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings
- ▶ 56:23 Harry Stebbings Um, I recently said that, bluntly, Silicon Valley and China have increased the intensity
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- ▶ 30:57 Harry Stebbings The one thing I would say is Alex is very anti-China and very scared of CCP infringement. 2 times in the scene
- ▶ 1:05:37 Rory O'Driscoll I mean, even ignoring Mistral, even ignoring China, your fifth or the fifth or sixth model provider, right?
KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
- ▶ 46:23 Harry Stebbings Do you worry as much as I do about the rise of BYD, Xiaomi, and China in bluntly destroying much of the European car market?
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
- ▶ 1:11:25 unnamed speaker It's far more likely to see some kind of regulation of Chinese AI companies, not obviously taking control, but some kind of pushback there.
- ▶ 1:14:41 unnamed speaker I would move heaven and earth to even make some kind of phone here, even a small, just to do enough to say we're trying, because I do wonder, I mean, that's a company whose business model, the big shareholder, is so exposed to China risk,… 2 times in the scene
GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings
- ▶ 1:12 Johannes Reck And, uh, we both led a student delegation to Beijing and China, uh, at the time.
- ▶ 1:17:01 Harry Stebbings China and the US are accelerating away from us faster than ever before.
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
- ▶ 1:05:51 Harry Stebbings Will a Chinese AI model 6 times in the scene
Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
- ▶ 18:05 unnamed speaker Unless you have structural legal reasons like Chinese companies where you can't be here, unless you're purely a domestic, maybe if you're just purely a domestic company, like I don't think the NatWest or whichever bank survived the great…
Fiverr CEO & Founder, Micha Kaufman: "If You’re Not Adapting to AI, F* You. You’re Done!" · 20VC with Harry Stebbings
- ▶ 48:30 Harry Stebbings But do you not think we're just seeing the commoditization of all model knowledge and advancement when you look at DeepSeek and the 12 different open source models in China? 2 times in the scene
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 48:18 Jason Lemkin And he's been talking about China with AI, right? 6 times in the scene
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 50:40 Harry Stebbings I mean, there are literally 12, 13 different providers in China who are racing faster than ever and will reach some asymptotic utility point where all of them hit the same level.
OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
- ▶ 55:41 unnamed speaker Second of all in China, and then Europe is a farthest in third.
Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings
- ▶ 2:55 unnamed speaker Um, you, you know, I left China where I was born and, you know, come to Australia. 2 times in the scene
- ▶ 11:52 unnamed speaker Yeah, so I basically exporting olive oil and, uh, and wine of Australia to, you know, China and other countries, and I was importing textiles from China to Australia. 2 times in the scene
- ▶ 15:18 unnamed speaker Took off and especially like you also saw the internet in China took off, ah, you know, after, so the early 2000, right?
- ▶ 19:34 unnamed speaker I mean, cause he, he at the time was started a company in China in AI. 3 times in the scene
- ▶ 52:45 unnamed speaker Yeah, I remember like one day Xi'an basically need to pay suppliers in China, and, um, they gave us twenty million dollars, and our, uh, partner in China essentially was the supplier for Xi'an, and he's basically saying that volume got… 4 times in the scene