Chinese Competition

topic on 2 shows · 2 statements across 2 episodes

Sourcery the a16z Podcast

2 statements about Chinese Competition, every show

SOURCERY Prediction Not checkable as stated
Alter: Declining birth rates and onshoring will drive software-for-hardware investment
“You have things like global onshoring, declining birth rates, which has more of an impact than you would think. And the threat of Chinese competition as well. These factors have lit a fire underneath manufacturing teams to push themselves on efficiency. And so…”
Molly Alter Sep 20, 2024 ▶ 37:14 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
a16z Assertion Supported
Smith: China Shock Displaced US Manufacturing Workers Into Low-Wage Service Jobs
“What Otter, Dorn, and Hansen found is that the adjustment of the average worker in competition with Chinese workers was much, much slower and worse, and they found that, you know, the average displaced manufacturing worker in the eighties and nineties who was …”
Noah Smith Jan 2, 2019 ▶ 19:13 a16z Podcast | Adjusting to Trade... and Innovation

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.