China, every mention
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every year anyone Connie Chan 246Sonal Chokshi 175Marc Andreessen 138Benedict Evans 82Steven Sinofsky 78Erik Torenberg 72Noah Smith 59Ben Horowitz 51Balaji Srinivasan 44Matthew Colford 35
Verbatim, from the transcripts: the passages where China comes up
Inside the Race to Measure Frontier Intelligence
- ▶ 33:54 Jennifer Li Like, I mean, um, I'm born and raised in China. 3 times in the scene
Why AI Agents Could Finally Reinvent the Credit Card
- ▶ 24:17 Max Levchin Uh, I was talking to a startup at the time as kind of just learning about the industry that was trying to build a social credit score, kind of modeling it on the Chinese social score, which is used for a lot more than, than credit,…
- ▶ 38:11 Alex Rampell China. 2 times in the scene
Why AI Demand Is Outrunning Compute Supply
- ▶ 0:27 David George Correct, but ineffective is this idea that we need to stay ahead of China.
- ▶ 25:43 David George Like, it's like, it is true. 2 times in the scene
- ▶ 43:03 Gavin Baker And I do think a distinction that, um, you know, SpaceX really tried to kind of hammer home during their, their IPO is there's a difference between reusability and China. 2 times in the scene
- ▶ 1:10:11 Gavin Baker And if you look at the three big, you know, Chinese open source models, DeepSeq, Kimi, Quinn, they're kind of
How Whatnot's Live Shopping Beats Traditional E-Commerce
- ▶ 0:08 Grant LaFontaine 30 to 40% of all commerce is live commerce in China.
- ▶ 9:34 David George And then in China, this had actually started to happen, right?
- ▶ 15:24 Grant LaFontaine Yeah, I've, I've heard anywhere about 30 to 40% of all commerce is, is live commerce in China. 2 times in the scene
Travis Kalanick: How AI Will Transform the Physical World
- ▶ 53:11 Travis Kalanick Like a struggle session in Maoist China, right?
How Open Source Became AI's Backbone | Inferact with a16z
- ▶ 22:34 Matt Bornstein Frankly, I think even more so with, with Chinese
- ▶ 40:59 Matt Bornstein You know, in the U S all the smart researchers are working on closed models and in, and in China, all the smart researchers are working on open models.
- ▶ 43:13 Matt Bornstein I think this is kind of speculation on the part of everybody, you know, in the world, but, like, you work a lot with these Chinese labs. 2 times in the scene
Building a Company in Stealth | Travis Kalanick with a16z
- ▶ 34:24 Travis Kalanick We have Flash Kitchen and three other names in China.
- ▶ 40:18 Travis Kalanick The minute, about a year ago, I started looking into autonomous burritos, and I went to China and checked out all of the autonomy guys.
- ▶ 1:11:23 Travis Kalanick A problem creator might be like, ah, like creating a problem might be like, hey, let's do Uber in China.
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 11:58 Qasar Younis If you look just at the example of, of, uh, Waymo from America and Pony from China trying to deploy in, let's say, the other countries, so not America, not Europe, not China, every one of those, uh, spaces 3 times in the scene
- ▶ 35:51 Qasar Younis Um, the, the, what you're seeing in China, which is a, China's kind of a different 3 times in the scene
- ▶ 1:09:55 Marc Andreessen No, I actually have an entertaining, I have a little, I have a little, a tiny little Chinese robot dog that's like, literally, it's just like a little, it's just a little, and it just like roams around, and it just like- Would you pay to…
- ▶ 1:15:43 Qasar Younis It's the, uh, and I don't say this just to say that we're competing with the Chinese, but there's a Confucian saying about Confucius is no hand can block the sun. 2 times in the scene
- ▶ 1:18:25 Qasar Younis We work with everybody, uh, uh, uh, minus we don't have an office in China, but really everyone else on the globe.
Ben Horowitz on the Global Race for Tech, Power, and Influence
- ▶ 12:57 Anne Neuberger And I want to tie what Ben just said back to the values point, because people often ask us, you know, Chinese open source models, how do you compare and contrast? 2 times in the scene
- ▶ 20:03 Anne Neuberger So if we look at the Indo-Pacific region, China has vastly increased its military, vastly increased the number of nuclear capabilities that it has, uses various, um, their shipbuilding capability are orders of magnitude more than the…
- ▶ 40:27 Ben Horowitz It's, um, you know, it's clearly good in China, by the way.
The Media Game Has Changed
- ▶ 37:30 Marc Andreessen Yeah, because, right, because what happens is then when something happens, right, when something happens in the world, something happens involving the U.S. military, AI in the military, or this or that, geopolitics in China,
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 17:45 Benedict Evans I don't pay attention to their market share in China like it happened.
- ▶ 56:06 Benedict Evans And the answer is, well, it depends which mark, whether you're in America or Europe or India or China.
The New Rule for Picking AI Winners | The a16z Show
- ▶ 14:59 David Clark So a couple of my colleagues are in China at the minute, and it's been really interesting just getting their feedback, you know, relative to what we're seeing in the U.S. 2 times in the scene
Is Defense the Next Trillion-Dollar Category? | a16z American Dynamism Summit
- ▶ 1:34 Dino Mavrookas If I was sitting up here telling the secretary how we're going to build the same ships that we've been building for the last 50 years, or the same ships that they're building in China, we're just going to do it better, faster, and cheaper. 3 times in the scene
The Founders Who Left Tesla to Rebuild America | a16z
- ▶ 5:32 unnamed speaker Um, so the U.S. government has made it a pretty clear and loud priority to reshore critical supply chains from critical minerals, advanced manufacturing, and, you know, there's also been a lot of focus in the AI race against China. 5 times in the scene
- ▶ 10:36 Drew Baglino If you're building a new factory today, you know, in China or the U.S., the labor differential is less than 10% of, of cost of goods sold. 2 times in the scene
- ▶ 12:11 unnamed speaker Um, yep, so much of the processing capacity for these materials sits overseas, especially in geopolitical rivals, namely China.
Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z
- ▶ 1:11:25 Lloyd Blankfein And so learning, you know, look, when I was growing up, everybody wanted to learn, you know, my predecessor, Hank Paulson, spent so much of his time, as did I, in going to China. 2 times in the scene
Marc Andreessen’s Worldview in 60 Minutes | Live on MTS
- ▶ 37:42 Erik Torenberg It came out recently as pretty low, and they're comparing it to China, where it's much higher.
- ▶ 50:32 Marc Andreessen You know, if there's, you know, if the Chinese are testing some sort of new advanced, you know, high-speed drone or something, you know, you want the pilots to be able to report that, even if they, you know, think that it might get…
Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
- ▶ 0:00 Ben Horowitz Over 70% of people in China are optimistic about AI, and less than 30% in America were optimistic about AI.
- ▶ 7:02 Ben Horowitz Well, you know, it's been interesting because if you go back to kind of pre-ChatGPT, the conventional wisdom was, you know, China had this big AI lead on us, um, and then ChatGPT comes out and says, oh, well, maybe, no, we have a lead on… 3 times in the scene
- ▶ 15:35 Ben Horowitz In some ways, you know, I think the cars that come out of, uh, the American cars that come out of Mexico are better than kind of, uh, the kind of Chinese manufacturing on, on many fronts. 2 times in the scene
- ▶ 27:13 Ben Horowitz So there was a interesting kind of poll that went out that showed that, like, I think over 70% of people in China are optimistic about AI.
NASA, SpaceX, Blue Origin, and The Race to The Moon | Jared Isaacman on The a16z Show
- ▶ 21:00 Morgan Brennan Do you see this as a space race with China or otherwise?
Digital Freedom, AI Regulation, and the Fight for the Western Internet | The a16z Show
- ▶ 8:50 Sarah Rogers You know, Russia and China censored the internet. 3 times in the scene
Why Claude Feels Different (And What That Means for AI) | The a16z Show
- ▶ 22:49 unnamed speaker Um, there's a study that came out a few weeks ago that generated a bunch of conversation, which is that in China, AI is highly popular.
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
- ▶ 7:04 Balaji Srinivasan I actually think AI makes the internet a lot more like the Chinese internet.
- ▶ 20:10 Balaji Srinivasan It's like the rise of China and India again. 3 times in the scene
- ▶ 25:23 Balaji Srinivasan Way before it gets there, I'm pretty sure that kind of thing will be stopped from the Chinese because they will just have cryptographic keys that will just make all those things shut off, okay?
- ▶ 51:46 Balaji Srinivasan Like they still model as America versus China, for example.
- ▶ 56:06 Balaji Srinivasan So that's not just China, but it's like India and Southeast Asia, the ASEAN countries, and so on.
Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z
- ▶ 19:56 Shyam Sankar I think that's a whole statement about the Valley, this whole statement about American manufacturing, everyone in El Segundo, you know, how do we make sure, uh, if, if the Chinese make civil military fusion compulsory, why do we make…
- ▶ 30:53 Shyam Sankar It's David's slingshot in a world where the Chinese Goliath has been this giant sucking sound of American prosperity. 2 times in the scene
- ▶ 37:30 Shyam Sankar This is one way in which I think the Chinese do have a little bit of an advantage, which is, um, first of all, just to be clear, I'd bet on us, you know, a hundred times out of a hundred, but they're, they have a pragmatic approach.
- ▶ 38:25 Eric Vishria Speaking of China, how do we win the AI race, particularly as it moves towards more physical AI and robotics, et cetera? 2 times in the scene
- ▶ 48:53 Shyam Sankar Um, so what, what would I, like, I think, so putting this back in a geopolitical lens, you know, as much as I've been saying, we shouldn't call China near peer, we should call them peer. 3 times in the scene
Emil Michael: The Department of War Is Moving Faster Than Silicon Valley on AI | The a16z Show
- ▶ 3:49 Emil Michael So then we're faced with the biggest military buildup in history in China, starting 3 times in the scene
- ▶ 10:39 Emil Michael In the US military, where we do exercise combat power, central command now that's sort of, ah, air of responsibilities, Iran, or in, you know, Indo-PACOM is air of responsibilities, China, or
- ▶ 16:36 Emil Michael And then we're looking at the Chinese stealing American models, taking the guardrails off and potentially using those against us.
Palantir CEO on Iran, AI Weapons and American Domination | a16z American Dynamism Summit
- ▶ 7:37 Alex Karp In theory, but in this world, it's us or China or Russia.
- ▶ 12:59 unnamed speaker I want to get back to something you just said, which is that, you know, it's, it's either us winning or China winning or Russia winning or another country that it's a zero sum game.
- ▶ 19:05 unnamed speaker You know, what is your view on how we can ensure that we win this AI race against the PRC?
Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- ▶ 11:50 Olivia Moore Um, two things that are, are, are probably obvious, ah, in terms of how they differ from the rest of the world, ah, would be Russia and China. 4 times in the scene
- ▶ 13:11 Anish Acharya It's interesting though, because both Russia and China, they're outliers because of restrictions around how models can be used, and maybe cultural preferences. 4 times in the scene
- ▶ 17:15 Anish Acharya We should see more divergence country by country, because obviously the culture, the movies they make in India couldn't be more different than the movies they make in China or the US.
Andrew Huberman: Peptides, Sleep Tech, and the End of Obesity
- ▶ 18:43 Daisy Wolf A lot of, kind of, black market activity around Chinese peptides. 2 times in the scene
How Truemed Is Incentivizing Americans to Invest in Prevention
- ▶ 18:59 Justin Mares Um, so I'll answer that, but like, just to frame how I think about the problem, you know, if, if, for example, like China or one of our adversaries deployed a bioweapon that made 75% of our population obese or overweight, 45% of kids obese…
Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
- ▶ 15:24 Ben Horowitz How do we, ah, continue to compete with China?
- ▶ 26:46 Ben Horowitz Um, then I think we're definitely gonna lose the AI rise to China, which has, like, massive, you know, hundred-year implications. 2 times in the scene
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 17:07 Marc Andreessen Um, is there's this Chinese company that has a, um, well, I forget the name of the company, but it's, it's, uh, the company that produces the model called Kimi, just spelled K-I-M-I, which is one of the leading open source models out of… 3 times in the scene
- ▶ 23:52 Marc Andreessen For sure, um, uh, the Japanese are gonna play, um, and then, uh, you know, the Chinese in a major way, uh, as well, and, you know, they have their own, you know, native chip ecosystem that they're, that they're building up, and so they're,…
- ▶ 24:16 unnamed speaker While, while on the topic of, of international, um, we, you mentioned Kimi earlier, so it seems like some of the best open source models today are from China. 18 times in the scene
- ▶ 33:31 Marc Andreessen Um, I, there's very little mood in DC on either side of the aisle, uh, to really, you know, essentially there's very little, there's very little interest in doing anything that would prevent us from beating China. 2 times in the scene
- ▶ 55:50 Marc Andreessen And then, and then as we've, as we've discussed the, you know, the, the China part is all new in the last year. 2 times in the scene
AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
- ▶ 1:00 Ryan McEntush People talk about China's so far ahead. 3 times in the scene
- ▶ 1:49 Ryan McEntush That is not the case in China. 2 times in the scene
“How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
- ▶ 10:31 Ben Horowitz And there's an old Chinese saying that says, certain punishment means no punishment.
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 52:01 Benedict Evans Like, open source, China, Nvidia, does scaling continue? 2 times in the scene
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
- ▶ 34:54 unnamed speaker The, the, the, the founders that have emerged from, from those two companies, as you mentioned, you, we did this episode a few weeks ago about, uh, how Apple built China and how the expertise that, uh, that people who went to work on Apple…
- ▶ 36:56 Katherine Boyle In 2002, no one was worried about China. 3 times in the scene
- ▶ 49:11 Ben Horowitz Um, fast forward to 2025, where 38 trillion dollars in debt, um, and, you know, there's a very, uh, competitive superpower, um, economically in China, uh, who has a, I, I would just say a very different idea about the way the world should… 2 times in the scene
- ▶ 51:55 Katherine Boyle Um, so I, I'd encourage people to, to kind of understand, um, the sort of complexities of, of why, you know, why it matters so much that we've exported our manufacturing, that we can't, uh, manufacture these attributable systems as cheaply… 4 times in the scene
- ▶ 55:11 Marc Andreessen You know, if you're from China and they're, you know, assembling phones or whatever, like you're building bicycles, like you are going to see a lot of people, you know, standing at an assembly line doing the same thing over and over again… 3 times in the scene
- ▶ 1:01:26 Marc Andreessen I mean, you know, every company within itself is a, you know, is a form of a dictatorship that does that, and so, like, you know, there is some advantage, you know, to China at being able to kind of direct all the national resources, and… 3 times in the scene
- ▶ 1:09:50 David Ulevitch Uh, we've looked at lots of battery technology companies, um, and we might just think there's great opportunities here, but, I mean, even just pragmatically, you know, we, we have three companies now that are on China's unreliable entities… 2 times in the scene
The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
- ▶ 11:24 Jorge Conde Um, the China question. 8 times in the scene
- ▶ 18:03 Elliot Hershberg Um, so there's this really good, uh, China analyst named Dan Wang, who just wrote a really good book on the, the whole structure between China and the United States right now. 5 times in the scene
- ▶ 46:21 Lada Nuzhna Well, the reality is that even if you run your trial in China, you still have to come back to the US. 3 times in the scene
Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
- ▶ 28:11 unnamed speaker Um, on, on either side, AI does seem to empower a bunch of individuals, as you were saying, and then also, you know, crypto turns out it's like fintech or it's like stable, you know, uh, it does empower sort of, uh, you know, in nation…
- ▶ 37:57 Amjad Masad It seems clear that we're not, uh, in this, um, globalized era, and perhaps it's gonna get much worse, and so investing in the foundation, in the open AI of, of Europe might be a good idea, and like, similarly, China being an entirely…
ElevenLabs CEO: Why Voice is the Next AI Interface
- ▶ 7:34 Jennifer Li Um, I've had a similar experience growing up in China that we have a lot of Western movies dubbed in Chinese monotone.
Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
- ▶ 3:51 David Sacks Um, sometimes we mention the fact that China is our, probably our main competitor in this area. 2 times in the scene
- ▶ 14:17 David Sacks And I think we will lose the AI race, uh, to countries like China if,
- ▶ 37:24 David Sacks The irony right now in the market is that, um, is that, uh, the best open source models are Chinese. 6 times in the scene
- ▶ 42:13 Erik Torenberg Um, maybe we could segue use that as a segue to go deeper into the state of the race with China. 9 times in the scene
- ▶ 1:02:25 David Sacks And, you know, now this, I think this narrative really started to fall apart, uh, with the launch of Deep Seek, which really happened in the first, I don't know, couple of weeks of the Trump administration, because, you know, if you asked… 6 times in the scene
Marc Andreessen and Ben Horowitz on the State of AI
- ▶ 32:40 Marc Andreessen Number one, um, the, the, the researcher engineer side of things, it is striking, it is striking to the degree to which, um, there are excellent, you know, outstanding models coming out of China now, um, and, you know, and, and, and, and,… 2 times in the scene
- ▶ 34:54 Erik Torenberg Mark, Mark, you mentioned China. 9 times in the scene
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 9:48 Gavin Baker And what, I mean, what NVIDIA really needs is they need, you know, meta to get their act together, or another American open source player to emerge, or, you know, maybe some sort of, um, detente with China in AI.
- ▶ 22:26 Gavin Baker I, I think that worry is, and I think this is another interesting thing, is if you don't, like, in a strange way, the Chinese open source model ecosystem is a godsend to any American company that's trying to catch those four leading labs.
- ▶ 30:13 Gavin Baker Yeah, very real, and it's gonna be Tesla versus the Chinese in the same way it's Tesla versus the Chinese in, in, uh, cars.
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