Huawei, every mention

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every year anyone Stan Boland 3Rory O'Driscoll 2Jonathan Ross 2Anjney Midha 2Matt Clifford 1Aravind Srinivas 1Andrew Ng 1

Verbatim, from the transcripts: the passages where Huawei comes up

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Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal Jul 23, 2026 · 1 mention

  • ▶ 15:13 Rory O'Driscoll You have seen things like Huawei has effectively been prevented from selling to U.S. to any cellular networks in Europe and the U.S. because of this as yet on, yeah, unprovable fear.

Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings Jul 2, 2026 · 1 mention

  • ▶ 23:29 Rory O'Driscoll And I can imagine that there are, you know, products that the interest of national security like Huawei are banned in the US.

Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings Jun 15, 2026 · 1 mention

The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings Apr 14, 2026 · 2 mentions

  • ▶ 43:11 Anjney Midha The, you co-design the chip that you have, might be Huawei, with the computer infrastructure, with the training run, and then you design that, ok, to, to have a bunch of performance improvements at every layer of the stack, and then what… 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 Nov 17, 2025 · 1 mention

  • ▶ 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.

Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings Apr 10, 2025 · 3 mentions

  • ▶ 1:08:07 Stan Boland I mean, I, I've sold the company to Huawei, actually, so I spent about, I only spent about a month working for them, I have to say, because they didn't give me authority to buy a box of pencils after they bought the company, so it was, it… 3 times in the scene

Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings Feb 17, 2025 · 1 mention

  • ▶ 59:10 Jonathan Ross On the other hand, if they want to go out into the world and deploy chips like they did with Huawei and networking gear, that's going to be complicated because people aren't going to have the power around the world to run more expensive…

Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings Jan 29, 2025 · 1 mention

  • ▶ 30:16 Jonathan Ross The famous stories of, um, turning on Huawei switches and you see Cisco's logo and all the bugs and right.

Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings Jul 1, 2024 · 1 mention

  • ▶ 22:50 Matt Clifford Um, you know, in February, Kai-Fu Lee was, like, going around Europe, uh, including at Davos, saying, like, oh, you know, you know, I traded my latest model on these Huawei-designed SMIC-manufactured GPUs, and, you know, he wasn't claiming…
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