China

“If I'm China and I want to create a problem in in in that area of the world specifically a Naval problem in that area of the world. I, in the South China sea, I would probably want to utilize TikTok in order to influence the minds of Americans in a anti-US pro…”

“I think one of the biggest threats we face in the world besides, you know, the different Chinese model, a much more malevolent threat is the theocratic nuclear weapons seeking regime in Iran.”

“Prior to President Trump, there was not an agreed There was not an agreed posture in any Western country that China was actually a long-term threat. Now, it happened to be my view, but it was, I can tell you, it was not really shared by very many people.”

“Deng Xiaoping did sufficient reform to unleash the naturally entrepreneurial nature of the Chinese nation. Chinese nation after the Amer, after Americans is the most entrepreneurial culture in the world.”

“Under international treaty and law, China had an obligation to treat Hong Kong as an autonomous region with a completely different system of government, and they've flagrantly violated that commitment.”

“The Chinese population is now one of the least naturally immunized through infections in the world, and one of the least effectively vaccinated populations in the world, and actually now the extraordinary level of social and economic control they've had to imp…”

“I tend to think that China is not going to allow enough creative destruction that will be required by the innovation coming in the next 10 or 20 years, and that maybe is an optimistic thing that we will hopefully be able to be better to deal with in North Amer…”

“Right now, it is, I don't think it's, whether it's economics or the virus or anything, I don't think you have to be a really deep political analyst to say that, generally speaking, the Chinas Have been making better decisions in the last couple of years than d…”

“By the reason I put NYT there, as opposed to CCP is NYT is upstream of the state. You know, that's to say a journalist A corporate journalist can get a politician fired, but not vice versa. It's not fully deterministic. You know, they can write a negative arti…”

“Once the Chinese figured that out, they downloaded at least four of those killer apps. They didn't really want political competition, and they definitely don't want the rule of law, because the Chinese Communist Party can't survive with those things.”

“And the reason why I think ultimately this system will lose legitimacy, especially as the growth rate comes down.”

“At the end of civilization, I said the principal threat to Western civilization is not from outside. It is not from China. It is from within. And if we choose in our schools and universities to relentlessly attack our civilization and its values, then we'll on…”

“Now we're seeing that the countries, yes, they, they're in terrible debt to China. However, they will not allow them to come in and take some of their strategic areas, whether it's the ports, whether it's their airports”

“We obviously have China watching very closely because my fear is Taiwan will be next.”

“I think that they've been dangling this carrot to Biden and he desperately needs a win on this.”

“China, China clearly Knew this and covered it up and made sure it spread internationally because otherwise it would have hurt them more than everyone else.”

“We've put, my friends and I put billions of dollars into doing more advanced buying manufacturing in the U.S., because that's a problem, because that's in China.”

“You know, I'm sanctioned by China because of literally speaking out, and making certain that the world knows.”

“And I want to say, can you believe that Tedros is making that statement from the World Health Organization, an organization that has no transparency, no accountability. They're China's mouthpiece.”

“If you are there and you are supporting the Olympics, you're supporting Beijing, this is the biggest propaganda story China will have.”

“China is now establishing a 25 year plan with Iran.”

“It seems like the corporations have decided it's safer to be pro-China and, but then still go along with the anti-US stuff, which is very strange to me.”

“We're never going to beat China at top-down control. That's how they're doing. Quantum computing, AI, other areas. But I think we can beat them with more innovative business and being a way better country for attracting talent.”

“I do think the biggest challenge we face today is not Russia or China. It's our political dysfunction in Washington, D.C.”

“The third thing though, and I said this again publicly, it was important to see the Taiwan, for the Taiwanese to see what an inspired, well-led defense, a territorial defense of their country can do, in this case, Ukraine, because that will be very important i…”

“Look, we now see China expanding and improving It's nuclear arsenal. That's another concern of ours that we didn't have for the last 30 years.”

“Because look, if we won't push it, put tough sanctions on Russia, which is, has one 10th the size of the economy of China, then we wouldn't do it to Beijing.”

“We learned that our supply chain was stretched all the way back to China, that we couldn't get certain supplies. In other parts of the world, it was an unreliable supply chain, and we really started looking hard at what the impacts would be, and we're looking …”

“When Wuhan shut down and basically all of China shut down, it wasn't just medicines, but it was entire sort of our biotech supply chain. So many of our companies had huge delays in the sort of reagents they were able to get deals, they were able to close or wh…”

“Whether or not you feel discomfort around China owning it, I definitely think we should feel discomfort about not owning our own Sort of medical manufacturing supply chain.”

“You ask any Chinese leader, Taiwan is part of China. So what's going to, how's, how's that going to play out? I've never met and I've met a lot of Chinese citizens and leaders. Every one of them says the same thing.”

“I think we'll see more and more of that. We'll see ever closer relationships. Frankly, the iron triangle, or if you want to include North Korea quadrilateral between Iran, Russia, China, and North Korea is likely to get even tighter.”

“Having now failed, having now demonstrably been unable to execute the, at least the military and diplomatic objectives of the invasion of Europe, I think Xi has even more leverage over Vladimir Putin today. Think think energy as their sole customer, near sole …”

“As powerful as Chairman Kim is, he still answers to Xi Jinping in China pretty directly.”

“What they have flexed over the last couple of months is the new diplomatic muscle. Right. They've managed to get France and Brazil and a bunch of neutral countries, formerly neutral countries. They have peace between Saudi and Iran.”

“In 1970 the US was making 10 X as much deal as China. Now it's like 14 X the other way.”

“I think that there are areas where they've gotten ahead, and there's areas where they're ganging, but I still think overall our military is way stronger, like way stronger.”

“I know tens of Chinese billionaires. None of them want to build a company. All of my billionaire friends in the US are building companies.”

“He's not out executing the American technology sector, but he's definitely out executing our pathetic government.”

“And so one thing I don't think people are taking into account is that a lot of people who are you know, Currently very for the federal government. If it has serious financial difficulty, we'll simply fold into the new Chinese overlords.”

“It's, I've done both, and it's much easier to launch currencies than to scale factories. And once you have that in mind, it's way easier for China or any other country, frankly, that has natural resources or manufacturing or both to launch a currency than it i…”

“There's now more unicorns per year recently in India than China, as China falls, and India seems to be rising there.”

“And principally because we have great tech coming out of China, India's catching up, but we're at 2030 years away. But if you're looking at coming to solve some of the greatest problems faced by humanity, it is still led by America, America's university system…”

“It's, I think something like 70 or 80% of the countries have China as their primary trading partner, right?”

“China and Russia realize this. They didn't realize it before. And that is going to change where they invest their money. And we'll give them ability to catch up if we're not on top of this.”

“As long as China's a big enough threat, it will be sufficient to kind of glue us together to be able to actually make some rational decisions as a society. You know, maybe the presence of an external enemy is actually helpful to kind of galvanize, you know, ki…”

“The demographic challenge is one that will become most acute In the early 20 thirties, they're going to run into a huge demographic buzzsaw really more retirees than any societies had to deal with in human history.”

“Most of our companies have at some point in the past decade, caught people from China trying to steal things.”

“They tell me there's two different looks that Chinese get for every one of their movies. One look is things where they say before it comes out, if you have to censor these or can't go to China, but the other look is things you have to censor for American audie…”

“And I think it's dangerous, therefore, for president Biden to suggest as he did in Vietnam and as he just did in San Francisco, that because China has economic problems, she is less likely to invade Taiwan.”

“We have lots of U.S. Pensions, U.S. Endowments financing their military innovation right now still.”

“We will go to war with China if China makes a move against Taiwan, not because one of our ships accidentally bumps into theirs.”

“I actually think As crude as it is, or less elegant and precise of an instrument as it is, a sector specific approach makes more sense.”

“When it comes to critical minerals, rare earths, like if we just fix our Byzantine bureaucratic regulatory environment, like we could have a renaissance in this country, but we've effectively made it illegal to mine and process here, and thus we're dependent o…”

“Like an iPhone would cost right now a few thousand dollars probably for the next three, four or five years, you know, each, if we didn't have China for now, and then eventually we could get cost down a lot more, but there's going to be like a huge disruption i…”

“It has been kneecapped by the fact that everyone's afraid to be an entrepreneur right now because Xi Jinping just eliminated them”

“No amount of apex summits, no amount of relentless diplomacy are going to affect Xi Jinping's calculus. The only thing that will affect his calculus is for us to surge hard power to the Pacific west of the international dateline.”

“Now I think it's anti-American. It's against our patriotism, against our country to even invest there.”

“If you surveyed every other person in the world who is living in America now, what's the one country they would want to live in? What system that they think is the best for their children? They would still choose this system. They wouldn't choose China, Russia…”

“Set in motion globalization, all of the trade deals we saw since then, the wave of essentially bringing three billion people into the global labor market that depressed wages and provided a bunch of cheap outsourced supply for things. So yes, you have Western …”

“If you talk group one and group two, China can build probably 100,000 group one and group two systems in a single month.”

“And Taiwan can't fire first. In fact, we will tell them that you can't fire first on the Chinese because you don't want to be the one that will quote unquote provoke the war.”

“For many decades now, since they acquired nuclear warheads, they've been stable at about 300. And lately, since about four or five years ago, they started to massively build up both the warheads themselves, as well as the missile silos to launch them. And they…”

“They're already losing at least a million people a year, and that's only going to accelerate throughout the century.”

“And if he wants it to be accomplished on his own watch, I think that's going to be the window in his mind, at least 28 through 32. And beyond that, I think, you know, I don't think he's penciled the date certain in the calendar. It's going to be conditions dep…”

“TSMC now that manufactures both advanced and foundational chips is considering getting out of the foundational chips business entirely because U.S. Government is creating this nice monopoly for them in advance.”

“I think Xi Jinping has been the best thing that's ever happened to America because he has effectively destroyed the Chinese economy. He has clamped down on innovation. He, through his diplomatic efforts through this wolf warrior diplomacy, alienated so many co…”

“That gives them a huge platform to bring in the massive number of troops that you need to invade this place, Probably at least 600,000 minimum, probably closer to a million realistically to occupy this island of twenty four million people.”

“It's not an accident that all the major AI models that are any good are built in this country, nowhere else. Not, not in China, not even in France. Mistral is, is, is a great company, but they're not ChatGPT, they're not Claude, they're not Gemini.”

“When you get to the island, you realize that this beach invasion that everyone talks about is basically not doable. The beach beaches are very small. As I mentioned, the waters next to them are very shallow. More importantly, they can be completely far control…”

“Well, so on those three, we're winning in the on those four technologies, we're winning the first three. We're losing badly in energy across the board, right? They're dominating batteries. They're now dominating AVs. They're dominating wind and solar and nucle…”

“The FBI believes that there is more Chinese espionage against this country, both cyber and traditional, than ever during the first Cold War with KGB trying to infiltrate our country, right?”

“So we were the first ones to put a lot of controls on the exportation to certain sanctioned Chinese companies of militarily sensitive products. We call them dual-use products, because a lot of them had some commercial use, but also could be military use.”

“Over the years we had 18 different factories making different things at different companies in China. So I was in China 80 times before the Trump campaign, and I also got money from the various funds in China”

“They have 250 times our shipbuilding capacity, and they have 50% of the world's shipbuilding capacity.”

“When government can't stand someone like Ma, and they attack him and destroy half the equity value of the tech industry in China, You're going to have an impact on growth.”

“On a good day, China operates like Silicon Valley, and if we're really lucky on that same day, the DOD is operating like General Motors.”

“Originally, there was a lot of talent in China was number two. I don't really like to work with them as much right now, given the CCP issues.”

“We've seen many companies hire folks and then all of a sudden that engineer's logging in from China Or from other markets.”

“China has shown that maybe it's going to be harder to stay ahead of them than we thought. Maybe the, this limit on chips is not going to.”

“Since the turn of the century China's increased its military spending by more than 1000%.”

“They've more than doubled the number of warheads they have since Xi took office. It's gonna double again, our Pentagon estimates, by the end of this decade, and double again by the middle of the next decade.”

“You can have mayors and city councilmen and county executives and state legislators come to Washington and ask their congressman, senator to take it easy on China. It's happened to me.”

“I suspect most of the evidence has been destroyed in Wuhan and anyone in China who knew about it has probably been disappeared.”

“Is that whenever they release a movie, there's two things. There's one is the stuff they have to do to get into China, but two is the stuff they have to do worldwide if they ever want to work with China. Again, it's basically, it's just a quiet check that Chin…”

“It was a terrible mistake to give China permanent most favored nation status and then welcome them into the world trade organization in the late 19 nineties and early 2000 that really fueled supercharged the so-called China shock where you had not just some jo…”

“They also are some of the most aggressive hackers in the world as well. Targeting government systems, targeting corporate systems, and placing tools in critical infrastructure for moments of tension in the future.”

“FDA has now made it much harder to operate in the U.S., much easier to operate in China.”

“China uses all those tactics to corner the market on so-called green energy, whether it's solar cells, solar panels, electric vehicle batteries, They've used all the tricks of the trade that they perfected over the last several decades to corner the market in …”

“China has spies running all over Washington DC and elsewhere, targeting intelligence officers, military officers, high ranking government officials.”

“Many people are surprised to learn that China is one of the largest Christian nations in the world, anywhere from 70 to a 1,000,070 to a hundred million Christians there.”

“Vietnam is, look, it's a communist country. It's, it has bad mercantilist policies, but it's not planning to take over the world. And so at the margins, if we can move things from China to Vietnam, that's a big win.”

“The reset in trade that seems desirable to me would be that we radically changed the relationship with China and we sort of Induce a lot of other countries to radically change their relationship with China. And that's how we, you know, and maybe that's how we …”

“I think the rough numbers are that about a quarter of the US trade deficit is bilaterally with China, but another quarter is indirectly with China. So China is, is sort of half the problem.”

“You see countries like China, where the CAC, which is the Chinese equivalent of the FAA, is very forward-leaning, and they're already have companies in this sector that are certified, and then you have the Chinese government, which is buying hundreds of these …”

“We'll start something here that's based on a new breakthrough, a really important new target, and because the FDA is so slow, because it takes you a decade, and China only takes four or five years, they'll literally start something a few years after taking all…”

“In the 20th century, basically every industrial revolution in every other country that has worked in the last hundred years basically follows that model as well, so. You know, it's the same thing Germany did. It's the same thing Japan did. It's the same thing …”

“Well, I think the key thing is getting mass adoption. Like actually, My big worry in the competition with China, look, there's all kind of worries about, like, will we move fast enough? Will we be aggressive enough? Will we, like, where will the right models b…”

“Let's say China wanted to go do that, I guarantee you they could get that to orbit and test it a lot faster than we could, just because there's no red tape for them to jump through.”

“We've had some very interesting job applicants come by that we haven't interviewed. We due to the nature of our work, we can only hire US persons, but that doesn't mean people still don't try to sneak in, or we catch some things that are not quite adding up. A…”

“Obviously, you know, at Palantir, we catch them in the old days trying to steal stuff. And it's, it was interesting. The thing that really I've mentioned before, but that shocked me was there's people we knew and trusted from PhD programs who are working with …”

“They've announced plans to launch a constellation of 13,000 government satellites in the coming few years. Not even 2030, but before 2030.”

“Missouri has currently a twenty four billion dollar judgment against communist China that is, you know, can, you can seize assets.”

“You've seen the number of tech starts have collapsed over the last four years in China.”

“You've seen what's happened to a lot of Chinese entrepreneurs, they've been swallowed up by state owned enterprises or partnerships with them.”

“I think the idea that China is about to overtake the U.S. Is looking out of date, actually.”

“I think we're already caught up in so many areas and surpass them, but they've made a lot of ground.”

“So we know how to build our own, But we have to do it more cheaply. We have to do it at scale. We have to do it, and it's a deterrent effect, right? It's just like we had nuclear missiles, and the Russians did, or Soviets did. If China, the China has them, we …”

“And so we have shut down so far about a dozen of them to protect American investors from getting into it.”

“And one thing I've noticed about certain parts of Chinese culture, Is that a lot of the business people there think that if they could defraud you, that's your fault that you were stupid enough to go along with it.”

“And I do believe you know, Russia had the crown early, 19 nineties, early 2000, the best intrusions I saw. Was Russian operators on our networks. later in my career, especially around 2019, 20, 20 China, you know, really rapidly graduated to great capabilitie…”

“A few weeks ago, I was in China, and I saw firsthand how fast they're moving... They are, in China, I saw production facilities that are scaling for thousands of aircraft per year.”

“We want to win this AI war against China. We have no shot of doing that. If we cannot build the data centers require the plumbers, the electricians, the general contractors, the HVAC technicians, so on and so forth.”

“So, sulfuric acid exports have been banned from China, and that's 25% of the market. That starts May first.”

“That's really a key part of this, because if it were just using government dollars, we wouldn't be any different from China. And they're seven times the size of us.”

“You know, their data is really falsified, and they actually tried to hide their books so much so that they've made it illegal for people within China to ask too many questions or do due diligence on their economic indicators.”

“And so the interesting thing is that they are actually entering a phase where they're becoming a little bit more akin to, you know, where the Soviet Union was back in the late seventies, which is low growth, but still very, very technologically formidable.”

“China is on a path to decoupling from us and de-risking all of its single points of failure.”

“With that being said, our software companies are better by a lot. I mean, it's, we are objectively leading in, in AI and in model development.”

“And right now all the Belt and Road loans are coming due and no one can pay them. It's a big crisis right now. They're trying to get money at the IMF.”

“We actually, I was with Elon recently. He was here, and his, one of his big concerns for the US was not having enough power. He's very impressed by how much power China's making overall.”

“If the U.S. Does not provide enrichment To these countries, they will have to get it somewhere else as they build up their nuclear fleet, or they turn back on their nuclear fleet, and that'll be Russia, China.”

“If you look at the grid in 2010, we were completely tied neck and neck with China on grid total capacity. Something like 4000 or 5000 terawatt hours per year. Since then, in the 15 years since 2010, they've tripled. I think this year they're actually at three …”

“If you look at the Industrial Revolution in Russia in the early 20th century, I think investment as a percentage of GDP got up to 20 or 25%, and then China was investing 40 or 50% in their industrial revolution of GDP, and now in AI we're investing, like, thre…”

“So we know how to build our own. But we have to do it more cheaply. We have to do it at scale. We have to do it, and it's a deterrent effect, right? It's just like we had nuclear missiles, and the Russians did, or Soviets did. If China, the China has them, we …”

“And in reality, no modern nation, even the folks that can create this capability, China, Russia, others will leverage it. Even they don't want to really, no one's ready for it.”

“There's an open source ecosystem in, in China that is near neck and neck. Let's say at least still maybe kind of, you know, one to three months behind, but not a year or two years behind.”