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Chinese companies

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Sep 19, 2020 by Chamath Palihapitiya · across every show →

Everything said about Chinese companies, oldest first

Sep 19, 2020 positive
Opinion
Chamath: US must play hardball with China to force trade reciprocity
“It's unfair to have the asymmetric market advantages that, that Chinese companies have had. And so you have to play hard ball. To create a different set of rules, and I think this probably gets us to that place.”
Chamath Palihapitiya Sep 19, 2020 ▶ 8:00 E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021
Jan 25, 2025 positive
Assertion Contradicted
Lafont: US internet companies spend 20x more on CapEx than Chinese peers
“By the way, another really interesting kind of corollary on this point is the US internet companies spend 20 X what the Chinese companies spend on capex.”
Thomas Laffont Jan 25, 2025 ▶ 1:18:31 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Mar 19, 2026 positive
Disclosure
Huang: Chinese firms placed purchase orders with Nvidia following license approvals
“We informed the Chinese companies and many of them have given us purchase orders. And so we're gonna, we're in the process of cranking up our supply chain again to go ship.”
Jensen Huang Mar 19, 2026 ▶ 35:03 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
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