Chinese

topic on 17 shows · 42 statements across 40 episodes

Another Podcast BG2 Pod We Live to Build American Optimist Masters of Scale BigDeal Lenny's Podcast the Neon Show No Priors Invest Like the Best Sourcery Capital Allocators Catalyst the MAD Podcast the a16z Podcast Big Technology All-In

42 statements about Chinese, every show

INVEST LIKE THE BEST Prediction Not checkable as stated
Mead predicts China will attempt a soft customs blockade of Taiwan
“And we see the Chinese, I think they're trying to get themselves into a position where they could have a soft blockade, where, like, they could give the orders that any ship that wants to go to Taiwan first has to stop at a Chinese port and go through a custom…”
Walter Russell Mead Sep 8, 2026 ▶ 1:01:29 Why the World Order Is Collapsing and American Power Is Rising
Mead says Japan views Chinese control of Taiwan as an existential threat
“And the Japanese see would see Chinese control of Taiwan as a direct threat to Japanese independence.”
Walter Russell Mead Sep 8, 2026 ▶ 1:02:15 Why the World Order Is Collapsing and American Power Is Rising
Jain: Semiconductor barriers to entry are declining as China ramps capacity
“Semiconductor industry, the barriers to entry are getting lower, not higher. Chinese are coming in a very aggressive way, including into semi-cap site, equipment site, memory site, the ramping up capacity. That's a far lower barrier to entry business than what…”
Rajiv Jain Jun 8, 2026 ▶ 25:23 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Jain: If Chinese firms compete in an industry, they will overproduce
“One of the big lessons investing is if Chinese are a competitor, be very careful because they will overproduce and kill you.”
Rajiv Jain Jun 8, 2026 ▶ 25:39 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
NO PRIORS Opinion
Feldman: Chinese open-source AI techniques force closed labs to innovate
“The open source community has sort of kept the interest alive and kept the flame going. And I think that, that the and pushed the closed source guys. I think the sort of techniques that we saw by some of the Chinese Like, whoa, we gotta stay ahead of that, rig…”
Andrew Feldman May 21, 2026 ▶ 27:05 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
a16z Prediction Not checkable as stated
Balaji Srinivasan: China will stop autonomous AI using cryptographic kill switches
“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?”
Balaji Srinivasan Apr 7, 2026 ▶ 25:23 Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
CAPITAL ALLOCATORS Prediction Not checkable as stated
McGurk: Nuclear risk will rise as arms control erodes and China expands
“There's increasing nuclear risk. We're entering a world of all the guardrails of arms control are eroding. If you project ahead, 1015 years, particularly as the Chinese built up their arsenal.”
Brett McGurk Dec 8, 2025 ▶ 33:54 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
AMERICAN OPTIMIST Assertion Supported
Lonsdale: Chinese models now dominate global open-source AI
“Their open source models in the world, for example, are now dominated by the Chinese.”
Joe Lonsdale Nov 21, 2025 ▶ 25:40 What Steve Jobs Knew About Innovation That You Don't · Joe Lonsdale
a16z Opinion
Sacks: The best open-source AI models are currently produced by China
“The irony right now in the market is that is that the best open source models are Chinese.”
David Sacks Nov 3, 2025 ▶ 37:24 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Wang: Chinese and Americans Are More Alike Than Any Other People
“Chinese and Americans are more alike than any other people.”
Dan Wang Oct 16, 2025 ▶ 22:10 China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
SOURCERY Assertion Supported
Steinman: Chinese cyber actors are pre-positioned inside US critical infrastructure
“There are reports to Congress, open testimony by directors of national intelligence that the Chinese and the Russians and the Iranians and the North Koreans, but especially the Chinese, have been prolific in their efforts in the cyber domain to essentially pre…”
Joshua Steinman Oct 5, 2025 ▶ 40:55 CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea
NEON SHOW Opinion
China is incapable of indigenous tech innovation and relies on IP theft
“Because why these guys are incapable of creating new technologies, Chinese. They have to keep stealing forever from China, from America.”
Ashok Atluri Aug 15, 2025 ▶ 44:04 From 70% Imports to 65% Made in India, India Now Sells Defense Tech to 85+ Countries | Ashok Atluri
BG2 Assertion Supported
Gerstner: China Proposed Global AI Cooperation Body Following US Plan
“The Chinese quickly followed, ah, you know, the American AI plan. I think they released theirs a couple of days later, where they called for the establishment of a global AI cooperation organization”
Brad Gerstner Jul 31, 2025 ▶ 14:00 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
BG2 Assertion Supported
Gerstner: 40% to 50% of Top US AI Researchers Are Chinese
“I saw a study that suggested that 40 to 50% of the AI researchers in the United States, our best researchers, are Chinese.”
Brad Gerstner Jun 6, 2025 ▶ 32:48 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
NO PRIORS Assertion Supported
Von Ahn: Learning Chinese takes an English speaker 2,000 hours
“And by the way, that same number for Chinese is 2000 hours.”
Luis von Ahn May 8, 2025 ▶ 9:26 No Priors Ep. 114 | With Duolingo CEO Luis von Ahn
ALL-IN Prediction Not checkable as stated
Rollins: Gutting crop insurance will lose thousands of farmers to Chinese buyers
“You can't come in here and gut the crop insurance program. You will lose thousands of farmers. And guess who swoops in and picks up their land and their operation? The Chinese get you.”
Brooke Rollins May 4, 2025 ▶ 41:05 Brooke Rollins, Secretary of Agriculture | All-In DC
CATALYST Opinion
Waters: US energy storage success requires partnering with Chinese companies
“The only way we're going to get anywhere in the U.S. Market with storage is by partnering with the Chinese.”
Jeff Waters Apr 23, 2025 ▶ 1:46 What’s next for the battery storage boom? [partner content]
Weisbrot: East Asian face-saving culture causes founders to make unkept commitments
“If they're Chinese in particular, Chinese, Hong Kong, Taiwanese, Singaporean. There's this need to preserve face, and that may require you to say something or do something That makes you look good, even if it's not reality.”
Sean Weisbrot Mar 25, 2025 ▶ 16:33 He Took Founders Trekking Before Writing a Single Check
ALL-IN Assertion Supported
Lutnick: Chinese deep-water ports sit at both ends of Panama Canal
“The mouth that's east. Is a deep water port by the Chinese. The mouth that's West is a deep water port by the Chinese.”
Howard Lutnick Mar 20, 2025 ▶ 4:45 Howard Lutnick | All-In DC
BIGDEAL Prediction Not checkable as stated
Galloway: Foreign Buyers Will Abandon US Treasury Auctions, Spiking Rates
“At some point, the Chinese or whoever aren't going to show up for one of our treasury auctions, and interest rates are going to skyrocket, and you're going to have, you know, shit's going to get real pretty fast.”
Scott Galloway Oct 30, 2024 ▶ 18:51 How the US is SABOTAGING Young People’s Future | Scott Galloway
LENNY'S PODCAST Assertion Not checkable as stated
Zuckerberg achieved eighth-grade Chinese fluency within one year of study.
“Within a year, he was able to basically achieve an eighth grade fluency in Chinese”
Naomi Gleit Oct 27, 2024 ▶ 15:59 Meta’s head of product on working with Mark Zuckerberg, early growth tactics, and more | Naomi Gleit
ALL-IN Opinion
Vance: U.S.-China trade leaves China a strong producer and U.S. a weaker consumer
“Right now the relationship is fundamentally that the Chinese have figured out they can create a massively powerful producerist society while America becomes a weaker, weaker consumerist society.”
JD Vance Sep 10, 2024 ▶ 39:11 JD Vance | All-In Summit 2024
ALL-IN Assertion Not checkable as stated
Friedberg: US spending and foreign policy are pushing Saudi Arabia toward China
“It really rings true to the effect of US spending, US foreign policy. So much of this is driving, and I'm concerned about, right, driving the Saudis into the arms of the Chinese and other foreign adversaries to the United States.”
David Friedberg Jun 20, 2024 ▶ 58:00 In conversation with President Trump
a16z Assertion Not checkable as stated
Horowitz: Anyone can become American, unlike Chinese, Swedish, or French identities
“Anybody can become an American. Like, not anybody can become Chinese. Not anybody can become Swedish. Not anybody can become French.”
Ben Horowitz May 20, 2024 ▶ 17:36 The Future of the American Dream
MASTERS OF SCALE Assertion Not checkable as stated
Clark: Chinese officials believe the U.S. is decoupling, not de-risking
“The Chinese believe that we really are decoupling, not de-risking, despite the administration and Secretary Raimondo doing a good job of saying that's not true.”
Suzanne Clark Apr 26, 2024 ▶ 7:31 How optimism fuels the economy (U.S. Chamber of Commerce CEO Suzanne Clark) | Masters of Scale
NO PRIORS Prediction Not checkable as stated
Hoffman: English and Chinese will become the most significant programming languages
“The most significant programming language in the next few years is gonna turn into English, and then of course rapidly followed by Chinese, because the broad use of the language and being able to create things, computational artifacts, Code, et cetera.”
Reid Hoffman Dec 21, 2023 ▶ 44:05 No Priors Ep. 45 | With Reid Hoffman
WE LIVE TO BUILD Assertion Contradicted
Weisbrot: Only 2% of people in China actually pay taxes
“I believe only two percent of Chinese actually pay taxes.”
Sean Weisbrot Apr 5, 2023 ▶ 4:47 He Joined VC With No Plan to Stay - Here Is What He Was Really After
CAPITAL ALLOCATORS Assertion Supported
Rodman: Chinese nuclear reactors are built on Westinghouse designs
“In certain cases, the Chinese who are building scalable, inexpensive reactors built on the Westinghouse design”
Adam Rodman Mar 27, 2023 ▶ 37:33 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
ALL-IN Prediction Didn’t hold up
Calacanis predicts TikTok will be forced to divest Chinese ownership and go public
“And my runner-up is TikTok is gonna divest under duress. I think that it's going to have to go public, and the Chinese are gonna divest their interest in it and just take their chips because they're gonna be faced with the existential threat during the politic…”
Jason Calacanis Jan 6, 2023 ▶ 49:44 E110: 2023 Bestie Predictions!
Haidt: China will probably be more competent at online influence than Russia
“The Chinese have much more focused interests. Of course they want us to think well of China. They want to suppress anyone who criticizes China. And they're probably in the long run a lot more competent and capable and persistent than the Russians.”
Jonathan Haidt Jul 21, 2022 ▶ 23:16 Jonathan Haidt: Why Social Media Makes Our Society Stupid
ALL-IN Assertion Not checkable as stated
US aircraft carriers are extremely vulnerable and not designed for peer conflicts
“They are extremely vulnerable to the point where we feel like we can't use them. The problem is aircraft carriers were not designed to be a peer-to-peer a peer-to-peer great powers tool for us to go toe-to-toe with the Soviets or the Chinese.”
Palmer Luckey Jun 23, 2022 ▶ 49:35 #AIS: Palmer Luckey on Anduril
ALL-IN Assertion Supported
Litinsky: Four of top 10 global EV auto OEMs are Chinese
“Four of the top 10 OEMs are Chinese, by global battery electric share.”
James Litinsky May 31, 2022 ▶ 4:16 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
ANOTHER PODCAST Prediction Not checkable as stated
China will intensify semiconductor sovereignty efforts after observing Russian shortages
“And, of course, the Chinese will be looking at all of this and thinking, right, so this semiconductor sovereignty thing we're going to do a try even harder on that.”
Benedict Evans May 2, 2022 ▶ 33:55 Stories in the noise
ALL-IN Assertion Not checkable as stated
Calacanis: Chinese operators use TikTok to track users and program children
“And then the Chinese are running it, and they're programming our children and have all their data and locations.”
Jason Calacanis Apr 1, 2022 ▶ 1:14:12 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Weisbrot: Learning Chinese without cultural adoption is basically useless
“You can teach an American how to be fluent in Chinese, but if you don't teach them how to also adopt the cultural aspect when you do it, like it's basically useless to learn the language.”
Sean Weisbrot Mar 1, 2022 ▶ 15:39 $500K Profit With Time for Family Beats $1M and Misery
Harper: Totalitarianism is rooted in original Marxism, not subsequent distortions
“Anyone who says that, you know, Marxism was distorted into totalitarianism by the Soviets or the Chinese, whoever, is missing, you know, is missing the whole, you read Original Marxism. The totalitarianism is at its root.”
Stephen Harper Jul 27, 2021 ▶ 21:20 Stephen Harper: Rejecting Wokeness, Addressing China, and Defending Western Values · Joe Lonsdale
AMERICAN OPTIMIST Assertion Supported
Palmer Luckey: Chinese companies are selling lethal weaponized drones abroad
“The Chinese in particular have a variety of companies that are building Weaponized drones with, you know, really lethal systems on them. And those are being sold to other countries right now.”
Palmer Luckey Jul 5, 2021 ▶ 41:14 Palmer Luckey: Meet the Real-Life Tony Stark · Joe Lonsdale
WE LIVE TO BUILD Prediction Held up
Siddar: Real-time AI translators will eliminate language barriers by 2025
“There will be like a real-time AI translator in five years that you can communicate with everybody without even knowing languages.”
Cenk Siddar Nov 4, 2020 ▶ 37:25 The Hidden Drought That Toppled Governments Across a Whole Region
ALL-IN Assertion Supported
Sacks: China was behind the Equifax hack targeting 100M Americans
“The Equifax hack, which collected data on something like sensitive data on over a hundred million Americans, the Chinese were behind that.”
David Sacks Sep 19, 2020 ▶ 11:26 E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021
MAD Disclosure
Primer processes text natively across English, Chinese, Russian, and Arabic
“So we do this in not just English, but we do it in also Chinese, Russian, and new for us this year, Has been Arabic.”
Sean Gourley Mar 19, 2019 ▶ 1:51 Building Machines That Can Read and Write // Sean Gourley, Primer (FirstMark's Data Driven NYC)
a16z Assertion Supported
Chen: Chinese Speech Input Is 3x Faster Than Typing
“Talking to your phone in Chinese is now three times faster than typing, right, which is why Baidu is spending so much money trying to do this, ah, speech to text magically”
Frank Chen Jan 2, 2019 ▶ 14:53 a16z Podcast | What Technology Wants, Needs, Does
a16z Assertion Not checkable as stated
Chan: Half of Stanford's AI and computer science PhDs are Chinese
“In fact, I look at Stanford's PhD program focused on AI and computer science. Around half of them are Chinese.”
Connie Chan Mar 7, 2018 ▶ 15:46 Beyond a Zero-Sum Game: Tech Innovation and China

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