China, every mention
104 scenes (2021) · ← back to China
every year 2021 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
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
- ▶ 7:44 David Friedberg Um, I think Putin's going to benefit from the rising conflict between the US and China. 6 times in the scene
- ▶ 23:25 David Sacks Here, I'll post this, and there's a lot of things like this happening, so as we decouple from China and bring our supply chain home.
- ▶ 39:28 David Friedberg The second thing is, I'd say China may solidify its position next year. 11 times in the scene
- ▶ 1:03:47 David Friedberg You know, incumbents try to hold on to political office and increase inflation and fueling economic growth and the American response to China.
- ▶ 1:09:05 Jason Calacanis Um, and that's going to be super interesting, especially if it can happen just globally where some person in China decides they want to have access to us, uh, funds, RLPs could just start selling.
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 27:57 David Sacks Uh, and China's pretty much shut down the foreign IPO market for their tech companies.
- ▶ 1:23:04 Chamath Palihapitiya China has done a masterful job. 2 times in the scene
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move
- ▶ 1:02:57 Jason Calacanis Selling paintings to China?
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- ▶ 45:17 David Sacks The, the Chinese must be looking. 2 times in the scene
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
- ▶ 15:29 Jason Calacanis When did China upgrade the virus?
- ▶ 29:59 Chamath Palihapitiya He raised rates and then it turned out he was completely wrong and China was okay and everything was fine.
- ▶ 35:47 Chamath Palihapitiya And if you look inside of China, 4 times in the scene
- ▶ 56:22 David Friedberg Why, why is this huge immigrant population, whether they come from, uh, South America, Latin America, or they come from South Asia, India, China,
- ▶ 1:13:35 David Sacks The establishment lost because they had supported two decades of futile wars in the Middle East, trade policy with China that hollowed out jobs, uh, border policy that didn't make sense.
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
- ▶ 1:02:56 Jason Calacanis I mean, China? 2 times in the scene
- ▶ 1:05:06 David Friedberg China's building a 150 nuclear power plants.
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- ▶ 52:36 Jason Calacanis And I don't know if you saw this this week to go off on another tangent, but the US is testing Israeli's Iron Dome and Guam as a defense against Chinese cruise missiles. 2 times in the scene
- ▶ 1:01:51 Chamath Palihapitiya Um, I mean, I think the basic, the basic takeaway is that they've been working inside the body politic inside of China to basically reflect Xi on the same level as Mao and, um, and effectively what this means is that it, it allows him 10 times in the scene
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 1:03:22 David Friedberg We don't have the best businesses, China and Europe and Brazil and whomever else, the emerging markets are going to India are going to start to have such a good point.
- ▶ 1:15:00 Jason Calacanis Crazy update out of China. 4 times in the scene
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- ▶ 45:51 Chamath Palihapitiya Those could be specifically in China.
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
- ▶ 54:39 David Sacks We're not going to be able to outcompete China if we're preventing success.
- ▶ 1:12:36 Jason Calacanis When in China, you know, we've got a million people, uh, Uyghurs being sterilized and tortured. 2 times in the scene
- ▶ 1:23:06 Chamath Palihapitiya I think I want to tell you about this guy, Li Jiaqi, who's known as the lipstick king in China.
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
- ▶ 17:29 David Sacks You also have this issue in, in China, which is very interesting. 2 times in the scene
- ▶ 30:43 Jason Calacanis And then the first thing to think about is, hey, maybe we should cut, uh, military spending since it's the largest at the time when China is doing sorties in and around Taiwan and the South China sea.
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
- ▶ 1:04:32 David Friedberg And I think what we're seeing is the leading indicator of this is what's gone on in China. 2 times in the scene
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
- ▶ 17:24 Jason Calacanis By enabling all of this woke mob inside their own company by coddling them, addressing them, and not keeping them focused, they will eventually get to the fact that China is, you know, has three million Uyghurs in a concentration camp, and…
- ▶ 1:20:43 David Sacks Uh, we have a looming debt crisis in China.
Balaji Srinivasan: role of decentralization, China/US breakdown & more
- ▶ 11:16 David Friedberg Example out of arresting a couple hundred kids, I think, and it basically caused everyone to back away entirely from the market, similar to kind of what we may be seeing happening in China right now. 11 times in the scene
- ▶ 19:35 David Sacks I think it was a really important article, came about four days ago, and it was entitled, um, Xi Jinping aims to rein in Chinese capitalism and hue to Mao's socialist vision. 18 times in the scene
- ▶ 29:37 Balaji Srinivasan One is, um, political differences aren't public in China, but they are real. 12 times in the scene
- ▶ 41:07 Balaji Srinivasan Well, so one thought I wanted to give is basically that in some ways this is inevitable because China and India are 35% of the world. 15 times in the scene
- ▶ 56:13 Jason Calacanis In the example of, say, Taiwan, um, and China believing Taiwan is part of the one China concept, and Taiwan believes it is a country, and everybody in the world has a different vote on that. 2 times in the scene
- ▶ 1:03:53 Balaji Srinivasan Now, very similar to what happened in China, where basically all the tech CEOs, they just do it much more explicitly there.
- ▶ 1:09:06 Jason Calacanis It's not just the US and Russia, it's China and Russia and everybody doing it to each other.
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 41:25 David Sacks The Chinese are about to take up residence in Bagram, in our splendid Air Force base, and, uh, the Taliban are one of the best equipped armies in the world. 2 times in the scene
- ▶ 45:43 Chamath Palihapitiya Well, I think this is sort of like one other step in what we've been talking about for a while, which is that China is basically becoming, um, a completely vertically integrated government where the public and private sector has no real… 4 times in the scene
- ▶ 54:02 David Sacks It was the Taliban, it was China, you know, um, it was crime.
- ▶ 59:36 David Friedberg And it's underway because of what we're hearing about happening in China, what we're talking about happening in the US. 2 times in the scene
- ▶ 1:00:28 Jason Calacanis David is why China said no more crypto.
- ▶ 1:03:13 David Friedberg And if that starts to happen, where all the servers and all the fiber lines that are running in and out of the US and elsewhere, start to get kind of tackled like China has a closed internet.
E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
- ▶ 31:29 Chamath Palihapitiya What, uh, what, what are our kids gonna get in jail if we were Chinese right now and they played video games? 8 times in the scene
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
- ▶ 34:46 Jason Calacanis And I don't know if you guys saw the Financial Times story, but China is watching this, ah, like a hawk and they China and Russia are just sitting there laughing. 3 times in the scene
- ▶ 36:33 David Friedberg Um, as the other global players in particular, China, you know, take advantage of these openings. 15 times in the scene
- ▶ 47:23 Jason Calacanis Let's let's finish China and then we can and then and then we can talk about China is continuing their crackdown of tech companies and has proposed a ban on foreign IPOs. 10 times in the scene
- ▶ 1:12:50 Chamath Palihapitiya We have an economic system that's fragile that's dependent on a country who's sometimes our friend and sometimes our foe in China.
- ▶ 1:16:01 unnamed speaker The Chinese have.
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
- ▶ 1:34 Jason Calacanis Do we want to start with the COVID stuff again for the third episode in a row, or do you want to start with China and then back into COVID?
- ▶ 14:36 Jason Calacanis And just putting a cap in this before we move on to what's going on in China.
- ▶ 17:15 Jason Calacanis The China situation has been perplexing to me. 7 times in the scene
- ▶ 20:06 Chamath Palihapitiya That's also true in China. 9 times in the scene
- ▶ 24:28 David Sacks If they go that far, I think it's really interesting, actually, to compare what's happening in China with what's happening on the US in the US, because on the surface, 14 times in the scene
- ▶ 31:03 Jason Calacanis But there's no more game in terms of building companies and investing in China. 8 times in the scene
- ▶ 34:29 David Sacks I mean, look, I think what President Xi is doing is fundamentally redefining the bargain between Chinese entrepreneurs and the government. 10 times in the scene
- ▶ 36:56 Jason Calacanis I mean, this feels like the equivalent in China. 15 times in the scene
- ▶ 50:14 Chamath Palihapitiya Um, and I think we've talked about this now with respect to China, but you know, we have an enormous problem in the world in general, which is that unless our birth rate is positive and accretive, um, it has huge implications to progress,… 3 times in the scene
E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
- ▶ 45:38 Jason Calacanis Do we want to go to China, Cuba?
E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more
- ▶ 37:54 Chamath Palihapitiya In China, collectivism manifests as like basically a top down, you know, form of governance. 2 times in the scene
- ▶ 50:53 David Friedberg Would anyone in the space, would anyone in the ship business in the 15th century have been able to predict carnival cruise lines or been able to predict evergreen ships taking stuff from China to America with these huge shipping crates?
- ▶ 1:17:13 Jason Calacanis They're already starting to in Europe and in China, but.
E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
- ▶ 23:09 Jason Calacanis China does it in two.
- ▶ 31:54 David Sacks Anyway, um, yeah, they were talking about the inability of the US to build anything anymore, especially when you compare us to some, you know, place like China.
E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
- ▶ 30:12 David Friedberg He was, uh, trying to pull some early, um, genomic samples that, uh, um, that may have been taken from patients early in China. 9 times in the scene
- ▶ 44:06 David Friedberg Do you think Americans basically now impose sanctions on China and we, and we lead to a cold war? 10 times in the scene
- ▶ 53:02 David Sacks Well, I just, you asked the question, what do we do about China? 2 times in the scene
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
- ▶ 1:09:34 Jason Calacanis Obviously, as Chamath said, global warming is a conspiracy by the Chinese, as per your guy, Trump, Sachs.
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
- ▶ 36:26 Jason Calacanis Have you not seen the Chinese putting rockets over Taiwan in military exercises? 2 times in the scene
- ▶ 1:23:30 Chamath Palihapitiya But essentially, what he said was, you know, while we're all talking about the things that we think are important, there's an entire cadre of engineer in China that are coding, 24, seven, 7 times in the scene
E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
- ▶ 7:20 Jason Calacanis It is the only one in China, and that's where the- 4 times in the scene
- ▶ 15:29 David Sacks And, and the only reason we don't know conclusively that it came from a lab is because the Chinese government wouldn't let, they thwarted the investigation. 8 times in the scene
- ▶ 21:43 Jason Calacanis The 90 day sort of window that they've given the Chinese to kind of give us an answer as to what happened here is window dressing, and then we're going to start the process of becoming more independent from China. 13 times in the scene
- ▶ 29:06 Jason Calacanis I think, 60 apps from China have been banned permanently in India. 4 times in the scene
E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
- ▶ 24:38 David Sacks Well, no, I mean, well, you're, you're not dividing by all the slave labor in China.
- ▶ 31:07 David Sacks China, which is our main global competitor, is number one, ok?
- ▶ 57:50 Jason Calacanis And I, it's the Chinese have once again said, 2 times in the scene
- ▶ 1:02:13 David Sacks And China can do its best to try and stamp it out, but I don't think they'll be successful at that. 6 times in the scene
- ▶ 1:07:52 David Friedberg There's the Chinese argument. 3 times in the scene
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more
- ▶ 48:42 David Sacks And yes, American consumers have benefited from the flow of cheap goods from China and other places, but we've seen our manufacturing- American producers have lost. 7 times in the scene
- ▶ 55:09 Chamath Palihapitiya And we've enabled China, but Jason, China, China will actually self regulate. 6 times in the scene
E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
- ▶ 10:51 Chamath Palihapitiya I mean, like we are an indebted nation that owes money to all kinds of countries around the world, including China.
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
- ▶ 42:19 Chamath Palihapitiya I mean, we had China trolling us because the contents of it was just so stupid, right?
- ▶ 46:43 Chamath Palihapitiya And let's have an entire supply chain that's, you know, independent of China.
- ▶ 56:29 Chamath Palihapitiya Like, if you look at China, is that really what's happened in China? 2 times in the scene
- ▶ 58:05 David Friedberg And I would argue that even though Jack Ma is doing fine, there are people in China who are limited in terms of what they can do, because of the way that that government limits freedom and limits flexibility. 5 times in the scene
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- ▶ 17:53 Chamath Palihapitiya And then the real cataclysmic change on top of all of this, which sealed the fate of that trend line happened, uh, in point number three, which is when George, George Bush, uh, in 2001 had this really seminal decision, which is he had the… 6 times in the scene
- ▶ 21:44 Jason Calacanis And a lot of people came out of poverty in China, I guess on the margins, that's a good thing we can all agree, but it's a communist country, and we basically enabled a communist country to become essentially, you know, our counterparty in… 9 times in the scene
- ▶ 40:19 Jason Calacanis When we've got this adversary, which is, or two adversaries with Russia and China, we have these two crazy adversaries who want to build authoritarian countries and control the economy and eventually control the planet.
- ▶ 54:07 Chamath Palihapitiya And, uh, there's, you know, other forms of batteries, but for the most part in Tesla in China uses this LFP chemistry. 4 times in the scene
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 18:22 Jason Calacanis And then you have obviously China's coming out their digital one. 2 times in the scene
- ▶ 1:10:26 Jason Calacanis And this is a democratization that could change everything and make America so much more competitive with what we're seeing in China with Jack Ma disappearing.
E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act
- ▶ 2:35 Chamath Palihapitiya Um, and things started to look, China started to reopen slowly and things started to look better.
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
- ▶ 1:11:30 Chamath Palihapitiya You have China as a standalone. 3 times in the scene
- ▶ 1:17:22 Jason Calacanis And that is a I think going to be the major issue, which is does China win capitalism plus authoritarianism or does democracy plus capitalism work?
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
- ▶ 13:58 Chamath Palihapitiya And by the way, all that's, all that's going to do is create these honeypots for foreign governments to want to attack anyways, because if that capability exists, it exists in code, on servers, somewhere, and folks in China and other…
- ▶ 21:04 Chamath Palihapitiya Um, I mean, the GDP growth is like Chinese GDP growth, 10%, eight percent, six and a half percent. 3 times in the scene
- ▶ 36:32 Jason Calacanis Uh, now that Trump is out of office and Biden is in office, we sort of alluded to China sacks being, um, a super important thing that we all have consensus on. 4 times in the scene
- ▶ 40:29 Jason Calacanis Who was giving speeches and inspiring people, and I don't know what this does to entrepreneurship in China, but I mean, who in China is going to start a company now and want to be the next Jack Ma or Jeff Bezos? 6 times in the scene
- ▶ 43:22 David Friedberg We got, we got 3,000,003 million factories in China. 2 times in the scene
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
- ▶ 11:26 Chamath Palihapitiya You know, meaning getting the rhetoric right on China, getting the rhetoric on trade right, um,