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Taiwan

5 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Nov 11, 2024 by Matt Grimm · said 47 times in 25 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (13), Matt Grimm (4), Fabrice Grinda (4), Torsten Reil (3), Tomasz Tunguz (2), Hans Tung (2), Dara Khosrowshahi (2), Daniel Khachab (2)

tap a year for its mentions
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0510201520162017201820192020202120222023202420252026episodes it came up in
001.55310201520162017201820192020202120222023202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 6 mentions in 5 episodes 1 per episode
2024 24 mentions in 9 episodes 3 per episode
2023 6 mentions in 4 episodes 2 per episode
2022 4 mentions in 2 episodes 2 per episode
2021 2 mentions in 1 episode
2017 1 mention in 1 episode
2015 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Taiwan, oldest first

Nov 11, 2024 negative
Disclosure
Grimm: China personally sanctioned me for selling missiles to Taiwan
“I mean, I was personally sanctioned by China for selling missiles to Taiwan as was my co-founder, Brian Schimpf, and a couple other executives in the company itself.”
Matt Grimm Nov 11, 2024 ▶ 4:58 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
Nov 11, 2024 positive
Assertion Supported
Grimm: TSMC's Arizona plant yields are slightly outperforming its Taiwan factories
“We're already seeing the early results at the TSMC plant in Arizona that has some pretty good yields that are Slightly outperforming the yields of their Taiwan factories.”
Matt Grimm Nov 11, 2024 ▶ 7:00 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
Nov 11, 2024 neutral
Prediction Not checkable as stated
Matt Grimm: China will not invade Taiwan if Western deterrence holds
“I, Think that if America does its job and the West and our allies do their jobs, I think no.”
Matt Grimm Nov 11, 2024 ▶ 4:46 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
Dec 11, 2024 negative
Prediction Not checkable as stated
Torsten Reil: A China-Taiwan conflict will occur much sooner than 10 years
“I, again, I think it's plausible that there will be a conflict. When? It's hard to tell. I don't think it's 10 years away if it happens. It's probably quite a lot sooner than that.”
Torsten Reil Dec 11, 2024 ▶ 1:06:27 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
Dec 11, 2024
Assertion Not checkable as stated
Helsing's 2021 pitch deck predicted invasions of Ukraine and Taiwan
“When we started Helsing in March, 2021, we actually put one of our slides that we thought there were going to be two galvanizing events. One of them was going to be an invasion of Ukraine by Russia, the other one an invasion of Taiwan by China.”
Torsten Reil Dec 11, 2024 ▶ 0:00 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
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