China, every mention

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every year anyone Jason Calacanis 1018David Friedberg 798David Sacks 580Chamath Palihapitiya 466Donald J. Trump 39Brad Gerstner 35Claire Cormier Thielke 29Balaji Srinivasan 28Andrew Ross Sorkin 27Gavin Baker 26

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

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AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse Sep 12, 2026 · 2 mentions

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal Sep 4, 2026 · 16 mentions

  • ▶ 45:46 Jason Calacanis He's going to catch up and blow past China and the Chinese models, I think by the end of 20, 27. 2 times in the scene
  • ▶ 56:15 Jason Calacanis China is secretly fueling America's data center rage. 2 times in the scene
  • ▶ 1:14:03 David Sacks So think about the competitiveness of our kids versus Chinese kids. 2 times in the scene
  • ▶ 1:19:11 Jason Calacanis Perfectly executed operation captured Nicolas Maduro, and he obviously was Venezuela's socialist leader who was, ah, very pro-China, pro-Russia, and obviously Venezuela is in our hemisphere. 2 times in the scene
  • ▶ 1:24:02 David Sacks They were selling at a discount to China. 3 times in the scene
  • ▶ 1:27:37 Jason Calacanis Are these two actions incredibly provocative and have they had any kind of a downside to China? 5 times in the scene

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine Aug 29, 2026 · 7 mentions

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics Aug 27, 2026 · 14 mentions

  • ▶ 4:14 Eric Weinstein It's also the case that our chief geopolitical rivals, China has a problem with freedom.
  • ▶ 44:58 Eric Weinstein You can invite your friends from China to come and become graduate students in your department, and you will fill their heads with things about ADS-CFT that couldn't hurt a flaw.
  • ▶ 1:07:07 David Friedberg And as someone else, is China going to make these advancements? 2 times in the scene
  • ▶ 1:16:14 David Friedberg From what you know, is China thinking differently about physics? 8 times in the scene
  • ▶ 1:18:47 Eric Weinstein China is going to have a private model and they're going to say, assume that the completely failed, the most failed theory in the history of modern physics, string theory, and something called M theory and quantum gravity. 2 times in the scene

Inside Trump's Science Agenda: Anti-Science Claims, Fauci's Damage, DEI & China w/ Michael Kratsios Aug 24, 2026 · 19 mentions

  • ▶ 11:21 David Friedberg One is China's output of carbon into the atmosphere eclipses the rest of the world, and so plus or -50% in the U.S. doesn't really move the needle. 2 times in the scene
  • ▶ 22:11 David Friedberg China seems to be exceptionally good at this.
  • ▶ 27:35 Michael Kratsios And I think the alternative to an extreme is kind of what, what, uh, what the PRC or what China is doing. 4 times in the scene
  • ▶ 34:08 David Friedberg China was spending thirty three billion dollars a year. 10 times in the scene
  • ▶ 49:28 David Friedberg The pipeline may be hurting us in, in our progress with China. 2 times in the scene

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up Aug 21, 2026 · 21 mentions

Mass Surveillance, Police Misuse, and Who Controls Your Flock Cameras with Flock CEO, Garret Langley Aug 18, 2026 · 1 mention

  • ▶ 28:44 Jason Calacanis Give us the practical, you know, um, you know, if we were in a police state, if it was China and they're using this, like the CCP has a literal police state.

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback Aug 13, 2026 · 6 mentions

  • ▶ 39:12 Gavin Baker Yeah, but like, just very simply, just bullying everything else, like, I'm an American, I'm a patriot, if we ban open source, if we let this control be centralized, we will lose AI, we will lose geopolitics, we will lose everything to…
  • ▶ 43:38 David Sacks The Chinese competitors will catch up and that's bad for the United States. 2 times in the scene
  • ▶ 53:22 David Sacks However, the United States does not have jurisdiction over what happens in China, and China was not gonna slow down. 3 times in the scene

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats Aug 12, 2026 · 24 mentions

  • ▶ 5:51 Rahm Emanuel It's the domestic economic dysfunction of China. 3 times in the scene
  • ▶ 9:23 Rahm Emanuel If you wanted to do, the reason I laid out in my speech in the Middle East, in Israel, the twenty-three-state solution, China, Russia, or Europe cannot do that. 3 times in the scene
  • ▶ 11:08 David Friedberg Okay, so as I look at China, historically, it's been about this manufacturing base, this energy production capacity, right? 10 times in the scene
  • ▶ 20:40 Jason Calacanis Let's, um, before we leave China, talk a little bit about Taiwan.
  • ▶ 28:07 Rahm Emanuel China goes crazy because she said it publicly what Xi never wanted it announced. 2 times in the scene
  • ▶ 36:20 Rahm Emanuel I think it's five to 10,000 manufacturing jobs a month to Chinese pressure. 2 times in the scene
  • ▶ 41:30 Rahm Emanuel Legal immigration, getting the best and the brightest, going back to our China example, all these people that are leading, leading China's life sciences came out of the United States trained, worked in our life sciences. 2 times in the scene
  • ▶ 1:00:29 Rahm Emanuel We're going to compete against China with 50% of our kids not reading.

Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI Aug 7, 2026 · 16 mentions

  • ▶ 18:45 Brad Gerstner We have Chinese open source, domestic open source, frontier national labs that are doing what they're doing.
  • ▶ 29:38 David Friedberg I mean, like, if you want to talk about, you know, how the US gets off of this dependency with Taiwan and China from semiconductors, if Elon takes this on his shoulders, and he delivers what he's showing as a vision here today, this is…
  • ▶ 1:05:58 Jason Calacanis China is training on U.S. data from U.S. providers. 14 times in the scene

China Outbuilds America 230-to-1. Saronic Has a Plan Aug 5, 2026 · 18 mentions

  • ▶ 5:46 Dino Mavrucas The Chinese, which you were referencing, can build twenty three million gross tons. 8 times in the scene
  • ▶ 11:25 Jason Calacanis My understanding of our contemporary China is that they don't build a lot of big ships. 3 times in the scene
  • ▶ 13:11 Dino Mavrucas I want to go back to one thing you said earlier, and it's like China's building both very large ships and a lot of ships. 2 times in the scene
  • ▶ 31:24 Jason Calacanis Let's talk to, you know, a little bit about the adversary China and they have started to put weapons on robots. 2 times in the scene
  • ▶ 35:52 Dino Mavrucas We mentioned earlier that China has 57% of the world's shipbuilding capacity. 2 times in the scene
  • ▶ 42:36 Dino Mavrucas Go through the specifics and what happened over time, five to six times the cost of building a ship in China.

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores Jul 30, 2026 · 13 mentions

  • ▶ 20:20 David Friedberg But in the last couple of weeks, I would say the one risk to that thesis is China. 4 times in the scene
  • ▶ 21:40 Jason Calacanis China isn't just 4 times in the scene
  • ▶ 29:00 David Friedberg We've done a couple science corners on this, but just this week, if you pull up this image, China is installing this 582 ton magnet, superconducting magnet, at their nuclear fusion center, 2 times in the scene
  • ▶ 33:53 David Friedberg This is going to be a messy situation because this is the China advantage. 2 times in the scene
  • ▶ 52:13 David Friedberg People can sit and say that China stole US models all day long.

The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next Jul 29, 2026 · 16 mentions

  • ▶ 9:11 Jason Calacanis What percentage of your robot is sourced from China? 6 times in the scene
  • ▶ 13:22 Jason Calacanis Clearly, China has done demonstrations of these same type of, you know, four-legged robots with guns on them, and obviously with AI, these Terminator scenarios are here. 2 times in the scene
  • ▶ 42:39 Jason Calacanis In the United States or outside of China and Taiwan today. 5 times in the scene
  • ▶ 43:46 Jason Calacanis Not only do we have to win this, we have to make sure that the rest of the world uses our platform rather than China's. 3 times in the scene

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence? Jul 24, 2026 · 30 mentions

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Jul 21, 2026 · 3 mentions

  • ▶ 6:03 Mark Cuban Without consideration with, to compete with China and everything else that's going on globally.
  • ▶ 24:54 Jason Calacanis There, there's a record number of air conditioners coming from China to Europe this summer. 2 times in the scene

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters Jul 18, 2026 · 7 mentions

  • ▶ 12:50 David Sacks Again, I think we'll just simply lose the AI race if that happens because China's not going to abide by those rules.
  • ▶ 48:26 Chamath Palihapitiya Zucks is about a dollar 50, Elon's about a dollar, and the Chinese models are 50 cents.
  • ▶ 1:15:05 David Sacks They're just one month ago, just one month ago, open AI published a blog post called PRC linked influence operations are targeting AI debates in the U S and Politico covered this. 5 times in the scene

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding Jul 15, 2026 · 2 mentions

  • ▶ 14:48 Jason Calacanis You know, God forbid, China decides, hey, we're going to blockade, um, Taiwan, and then the Taiwanese decide, yeah, we're going to burn the fabs, and we're going to fly out all of the engineers and ship them to America. 2 times in the scene

OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts Jul 11, 2026 · 16 mentions

  • ▶ 54:37 Jason Calacanis They dropped a couple of anonymously sourced reports about AI in China, and these were published about 15 minutes apart. 14 times in the scene
  • ▶ 1:02:47 Jason Calacanis China decides to blockade Taiwan. 2 times in the scene

Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs Jul 10, 2026 · 1 mention

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie Jul 3, 2026 · 14 mentions

  • ▶ 12:29 Chamath Palihapitiya There is this assumption that you can't use an open source model because it's all Chinese.
  • ▶ 21:30 Chamath Palihapitiya And so look, I sent that text that I had about the, or that post that I had about, uh, our testing of, of our harness on these Chinese models to somebody well-known in the industry.
  • ▶ 49:53 David Friedberg In China, one day.
  • ▶ 50:52 Jason Calacanis Entities, according to sources, that included SK Telecom, which allegedly perhaps maybe has a lot of ties to China.
  • ▶ 54:16 Jason Calacanis Importing Chinese models when we, in fact, have open source models here from Nvidia and other players. 8 times in the scene
  • ▶ 1:09:41 David Friedberg Totally different context than someone visiting from China for the weekend and having a baby.
  • ▶ 1:16:03 Jason Calacanis It also in a super hyper competitive world is a loss for China, for Iran, for wherever we can recruit the best and brightest who want to assimilate.

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter Jun 27, 2026 · 11 mentions

  • ▶ 45:18 Jason Calacanis Let's start with a GLM 5.2 released by China z.ai. 9 times in the scene
  • ▶ 1:05:28 Gavin Baker But as far as other people being able to do this, look, CXMT is going public in China.
  • ▶ 1:25:26 Chamath Palihapitiya I don't have any investments or anything in the distributed compute space, but at the intersection of competing against China, having a vibrant American open source community, having a bunch of distributed models for purposes of free…

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal Jun 19, 2026 · 4 mentions

  • ▶ 35:01 Jason Calacanis Separately, Semaphore, a publication, um, like an email publication reported that the White House acted partially over suspicion that a China-linked group had access to mythos, and they weren't supposed to. 3 times in the scene
  • ▶ 38:14 David Sacks With parties that the White House, and really we're talking about the national security officials believe might have connections to China.

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections Jun 13, 2026 · 14 mentions

  • ▶ 7:22 David Friedberg They're Chinese. 4 times in the scene
  • ▶ 19:16 David Friedberg And you'll be able to run these on your Apple, Silicon, you know, and we're already seeing China race ahead in biotech. 4 times in the scene
  • ▶ 26:54 David Friedberg Yeah, that's China. 2 times in the scene
  • ▶ 1:09:06 Chamath Palihapitiya There's still a chance that we're not going to see CPI go absolutely crazy, and part of that is because China has been smoothing the energy consumption globally worldwide, and so we've kind of kept a damper on 200 dollar a barrel oil. 4 times in the scene

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live Jun 12, 2026 · 12 mentions

  • ▶ 5:20 Aaron Cowan So you add the Vegas assets plus China, you get about low sixties. 2 times in the scene
  • ▶ 14:27 Dan Dreyfus And at the same time, as I said earlier, we were like, you know, ripping down all our power hungry infrastructure, like aluminum smelters and moving over China. 4 times in the scene
  • ▶ 33:30 Oleg Noodleman Generics generally don't traffic in radiopharma, and because the class involves radioisotopes, it's off limits to China. 4 times in the scene
  • ▶ 1:02:53 David Friedberg I think the China risk is legit because I've seen it across the board in biotech. 2 times in the scene

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner Jun 10, 2026 · 8 mentions

Dan Dreyfus: The Next AI Bottleneck is Copper Jun 10, 2026 · 11 mentions

  • ▶ 1:56 Dan Dreyfus At the same time we were doing that, we were literally tearing down all of our critical infrastructure and moving it overseas to China. 2 times in the scene
  • ▶ 4:40 Dan Dreyfus You know, we've let China go and build multiples more power generation than what we have here, and this is a trillion dollar plus capital cycle that's probably going to be a trillion dollars every 10 years for the next 30 years.
  • ▶ 5:46 Dan Dreyfus China announced that they were going to cut off exports of some critical materials to the US. 3 times in the scene
  • ▶ 9:53 Dan Dreyfus Now, 80% of that copper, we could probably get it all back if we wanted, but what we'd have to do is we'd have to tear down this building, we'd have to rip up the grid, we'd have to tear down the buildings in Europe, in Japan, in China,…
  • ▶ 18:48 Dan Dreyfus The Chinese have all the technological know-how to convert what you take out of the ground and convert it into something that we can use.
  • ▶ 19:15 unnamed speaker Incessantly about if we do have, ah, this rivalry with China, and they are the provider, and that's the brittle part of the supply chain, we can solve the problem of job displacement, not apocalypse, displacement, 3 times in the scene
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