“DJI, which makes 70% of the world's drones, ah, they call this area home.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Claire Cormier Thielke
AssertionSupported
Thielke: Hong Kong professionals need 20 years of salary for housing
“Where the average white collar young person, it takes them 20 years of salary to be able to buy an apartment.”
Claire Cormier ThielkeMay 24, 2022▶ 1:49E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
AssertionSupported
Thielke: China's urbanization level is equivalent to the US in 1950
“China's only as urbanized as the U.S. Was in about 1950.”
Claire Cormier ThielkeMay 24, 2022▶ 27:43E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
AssertionNot checkable as stated
Thielke: There is effectively no difference between Douyin and TikTok
“There's effectively no difference between Doyun and TikTok.”
Claire Cormier ThielkeMay 24, 2022▶ 20:24E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
AssertionSupported
Thielke: Real estate and construction comprise 27% of China's economy
“The built environment, the construction, and the real estate industries, if you combine that all together, you've got about 27% of the economy.”
Claire Cormier ThielkeMay 24, 2022▶ 24:38E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
AssertionSupported
Thielke: China has one-quarter of US per-capita cold storage capacity
“China only has a quarter Of the cold storage capacity per capita that the US does.”
Claire Cormier ThielkeMay 24, 2022▶ 6:08E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
PredictionOpen · timeframe May 2027
Thielke: China's high-speed rail network will soon reach 40,000 miles
“And that number will soon be 40,000 as they continue to build”
Claire Cormier ThielkeMay 24, 2022▶ 12:22E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
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