Tencent, every mention

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every year anyone Jason Calacanis 5Thomas Laffont 3Chamath Palihapitiya 3David Sacks 2Graham Allison 1Gavin Baker 1David Friedberg 1

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

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Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up Aug 21, 2026 · 1 mention

  • ▶ 26:43 David Sacks And Meta and all these companies were actually, it was Baidu and Alibaba and Tencent and all the rest of them instead.

Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI Aug 7, 2026 · 1 mention

  • ▶ 1:06:33 Jason Calacanis Um, they all sell the same data sets to top Chinese AI companies, according to this report, like Tencent, Bytense, Alibaba, Moonshot, et cetera.

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis Aug 9, 2025 · 1 mention

  • ▶ 37:07 Gavin Baker I think Pony Ma from Tencent was there, you know, the DeepSeek CEO was there, but they kind of gave pride of place to the people who were making physical goods plus DeepSeek and maybe de-emphasize some of the social networks.

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back! Jan 25, 2025 · 3 mentions

  • ▶ 41:23 Thomas Laffont You know, Huawei, whether it was companies like Meituan that were doing food delivery, or Tencent that were doing gaming. 3 times in the scene

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls May 24, 2024 · 1 mention

  • ▶ 26:48 Jason Calacanis Here's 2019, top companies by market cap in the world, obviously Microsoft, Apple, Amazon, Google, Berkshire, Facebook, Alibaba, Tencent.

All-In Summit: In conversation with Graham Allison Sep 20, 2023 · 1 mention

  • ▶ 23:46 Graham Allison Tencent's AI machine is a pretty good competitor for GPT-IV in the science or math, but if you ask a question about, you know, uh, how do freedom-centered societies perform, it can't answer that question, because the thought of Xi Jinping…

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more Mar 24, 2023 · 1 mention

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union Feb 11, 2023 · 1 mention

  • ▶ 44:28 Chamath Palihapitiya If Microsoft takes a few hundred basis points of share, if Meta takes a few hundred basis points of share, if Tencent does, if a few startups do,

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more Oct 29, 2022 · 1 mention

  • ▶ 44:23 David Friedberg If Zuck was a smart guy, he would go to Tencent and cut him a check and buy the whole thing for fifty billion and, you know, buy those guys.

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars Dec 23, 2021 · 1 mention

  • ▶ 27:48 David Sacks And there are a bunch of tech companies there like Alibaba, Didi, Tencent, Baidu, JD.com.

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap! Aug 28, 2021 · 1 mention

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more Jul 30, 2021 · 3 mentions

  • ▶ 18:50 Jason Calacanis Tencent lost a hundred billion in market cap in three days earlier this week as China cracked down on what they call the monopoly in music rights.
  • ▶ 37:37 Jason Calacanis What does this do to, like, the Sequoia Capital China, the Masayoshi-san investing heavily there, Tencent investing here? 2 times in the scene
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