China, every mention
136 scenes · ← back to China
tap a year for its mentions
every year anyone Brad Gerstner 304Bill Gurley 190Sunny Madra 6Dylan Patel 3Sherwin Wu 1Satya Nadella 1
Verbatim, from the transcripts: the passages where China comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 52:44 Brad Gerstner Now, I think they're loathe to use Chinese open source models, so they're waiting on kind of US open source models to, you know, be able to really deliver the bang that they need.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 2:02 Brad Gerstner And then I was just saying to Sam, you know, the president's cut these massive deals in Malaysia, South Korea, Japan, sounds like with China, you know, deals that really incredibly provide the financial firepower to re-industrialize…
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 3:46 Brad Gerstner I'll still talk you in on occasion, maybe to be in a guest, but you're freeing up time to work on your big passions like this book and going deeper into these topics that people have heard you talk about here, U S China relations,
- ▶ 29:53 Brad Gerstner You said recently that China is so competitive with the United States because it's run by engineers, and America's run by lawyers, and that's the greatest risk we have.
- ▶ 37:41 Bill Gurley And these programs exist in China and India as well, and because of the regulatory capture, none of this has ever happened in the U.S. 3 times in the scene
- ▶ 47:53 Brad Gerstner And China, as you well noted, have pulled themselves out of poverty by leveraging capitalism.
- ▶ 59:22 Bill Gurley The one about, around my China trip, and those types of, of work are very rewarding for me, but they also were learning expeditions.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 58:51 Brad Gerstner I want to talk about China and the global AI race that's going on, you know, 2 times in the scene
- ▶ 1:07:54 Brad Gerstner What most people don't realize is, is up until a couple years ago, you had dominant market share within China in terms of. 18 times in the scene
- ▶ 1:21:50 Brad Gerstner People coming to the United States from, from China AI researchers studying at Stanford. 3 times in the scene
- ▶ 1:27:26 Brad Gerstner That I think he'll get a big deal done with China. 4 times in the scene
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- ▶ 45:00 Sherwin Wu Um, it is absolutely big in Korea and China as well.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 0:00 Bill Gurley Over lunch, this individual told me, you know, every founder and every VC in China studies the West at a nauseating level. 2 times in the scene
- ▶ 3:27 Brad Gerstner Um, you know, one topic that I think, um, we, we've hit on time and time again, but we're gonna, we're really just try to dedicate the show to it today, and that's China. 6 times in the scene
- ▶ 7:04 Brad Gerstner Been studying China for a long time. 7 times in the scene
- ▶ 11:17 Brad Gerstner I think there's this general view that China's good at building things, building iPhones, but perhaps not at innovating, right? 6 times in the scene
- ▶ 14:16 Bill Gurley I, um, I met with Stella Lee, who is their number one executive, I think, facing outside of China. 2 times in the scene
- ▶ 20:27 Bill Gurley We are in a global competition with China, and it's not just EVs.
- ▶ 21:09 Brad Gerstner It's extreme respect for the, for the level of innovation, um, for the focus, for the engineering led culture that exists in China. 8 times in the scene
- ▶ 29:33 Brad Gerstner So, you know, I think that the president, uh, tweeted yesterday morning, if, you know, if we don't get, it was appearing that we're on a glide path and making a lot of progress with China. 7 times in the scene
- ▶ 35:20 Bill Gurley You know, I haven't read this, uh, Apple China book. 10 times in the scene
- ▶ 42:44 Bill Gurley So, um, if you read what comes out of the biggest talks, they say, well, everyone in China just steals things and the government subsidizes everything. 6 times in the scene
- ▶ 48:47 Bill Gurley Um, and so, you know, I, I'll put a link in, I found a document that covers all the history of Chinese open source, but it goes back 20 years. 3 times in the scene
- ▶ 54:51 Brad Gerstner and you know, we'll, we'll round up here on China. 7 times in the scene
- ▶ 1:01:22 Bill Gurley Um, very recently, China announced something called the K visa, and one of the, um, one of the things that's happened recently because of, I'd say, an increased, um, agitation between the two countries is there have been a number of very… 4 times in the scene
- ▶ 1:02:54 Brad Gerstner Again, it's just a reminder to me, like, I, I continue to think that, uh, the U S is in an incredible position on a global basis, an incredible position vis-a-vis China, but decisions matter. 6 times in the scene
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 3:44 Brad Gerstner Of course, the AI action plan was focused on maintaining global AI leadership, particularly over China. 7 times in the scene
- ▶ 9:50 Brad Gerstner Um, and you were telling people don't be, you know, the Chinese are going to use open source to their advantage. 4 times in the scene
- ▶ 14:44 Brad Gerstner Do you see a lot of demand for these Chinese open source models?
- ▶ 14:59 Sunny Madra And one of the things that you see with the leading open source models now, which are the Chinese is 90% of the quality in terms of intelligence, but at a 90% price discount. 4 times in the scene
- ▶ 17:11 Bill Gurley I, um, one thing I wanted to highlight about the China situation that I think might inform the US situation, I was, um, I was having a conversation with this extremely young AI, uh, entrepreneur that I know, and he, he, he was pouring over…
- ▶ 21:47 Sunny Madra Um, with OpenAI's release and, you know, Meta charges back, or even if some of these startups emerge that, you know, we can point at, I think we'll see a huge shift back towards those models versus, versus the Chinese ones. 2 times in the scene
- ▶ 23:28 Brad Gerstner This is, I think, a really important point I want to come back to, Sonny, is that you're seeing massive demand for these Chinese open source models today, precisely because 3 times in the scene
- ▶ 45:44 Brad Gerstner About seven of these models in, in, in, in China, being able to open source, distill off one another, drive up intelligence, drive down costs.
- ▶ 50:30 Brad Gerstner And that basically meant that China was selling a lot more to the United States than, than they were buying of US goods. 2 times in the scene
- ▶ 58:15 Bill Gurley And Brad, we still have a big thing looming with a China discussion, correct? 17 times in the scene
- ▶ 1:01:47 Bill Gurley Your, your own temperature for the US markets, and, and, and where you, whether you're net long or net short, and you, you've, on this podcast, been more enthusiastic than I've ever seen you, both about, uh, about AI, but, but this, this…
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:08:06 Brad Gerstner And absent some big blow up between us and China, um, you know, if we follow the Besson Accords that they reached in Switzerland, um, and then reiterated in London, it seems like the big pieces of the tariff puzzle are falling in place. 5 times in the scene
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:42 Brad Gerstner Another topic, Bill, you know, we've talked a lot about China, and one of the interesting parts of our dialogue from my perspective over the course of the last few months is just how well China is doing in robots, in autos, in batteries,… 18 times in the scene
- ▶ 26:18 Brad Gerstner Well, staying on the theme of China, Bill, you and I've talked a ton over the past two years about the need to stop illegal immigration, but to, to dramatically ramp up recruiting and retaining the best and the brightest to the United… 7 times in the scene
- ▶ 36:25 Bill Gurley Brad, staying on the topic of China, the, the rare earth, um, issue has, has come back to the top of the headlines and the, the relationship between the two countries still 14 times in the scene
- ▶ 46:14 Bill Gurley Many of the biggest issues that I think people care about, the, the whether or not we can get some agreement with China, um, what's going to happen with the tariffs, and there's new information on that. 6 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:59 Brad Gerstner For the world, it was basically going to allow for this Huawei Belt and Road where Chinese full stack technologies would, would, would move into the Middle East. 2 times in the scene
- ▶ 13:26 Bill Gurley All were mirror images of the ones that are listed out in this article, so I think we were a hundred percent on a path towards building a wall around America, not building a wall around China, and if we had continued on that path, I think… 4 times in the scene
- ▶ 17:43 Bill Gurley This one blogger titled Welcome to the China Hawk Industrial Complex. 2 times in the scene
- ▶ 20:25 Brad Gerstner Well, I mean, you know, the, the, the Sunday that, you know, before the Middle East, so like the day before the Middle East visit began, you had Scott Bessett, who had concluded the Chinese negotiations, uh, in Switzerland. 9 times in the scene
- ▶ 28:22 Brad Gerstner So there are no chips currently being sold by Nvidia into China. 7 times in the scene
- ▶ 38:11 Bill Gurley There was a moment in time in the past six months where Trump mentioned potentially discussing with China and Russia cutting all of our military budgets in half. 2 times in the scene
- ▶ 1:06:29 Brad Gerstner We have a couple more on the list, but one I wanted to ask you about was all this open source development in China. 4 times in the scene
- ▶ 1:10:29 Bill Gurley And, and I think part of it just comes from, I, I, I think in not being a China hawk, people accuse you of being a cinephile, and, and there's a lot of room in between those things. 14 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:48 Brad Gerstner We effectively have an embargo between us and China today, a 140% tariff, export controls, you know, and so we have to renegotiate that deal.
- ▶ 7:17 Brad Gerstner We now have export bans, so China implemented an export ban on rare earths on April fifth.
- ▶ 12:34 Brad Gerstner Very Jeffrey Sachs, um, but he'd bring up John Mearsheimer, and he would say, you know, the reality is we're in a great power struggle, we have a peer rival in China, you know, today, and that national security must take priority 2 times in the scene
- ▶ 14:30 Bill Gurley And he says, we need to adopt that philosophy about manufacturing in China. 3 times in the scene
- ▶ 17:00 Brad Gerstner I mean, we don't want to be dependent on, um, the Chinese for whether or not we can produce an automobile or whether or not we can produce a phone, you know, etc.
- ▶ 18:54 Bill Gurley Now, Friedman highlights, and I, and I think this is true, you know, the, the Chinese government is just much more successful at, at state involvement in innovation. 4 times in the scene
- ▶ 22:02 Bill Gurley And he said there's a lot of fraud and grift and waste for the ones in the losers, but what you get out of the five are, is something that's actually honed by a market force, and I don't think anyone that thinks about authoritarian China… 7 times in the scene
- ▶ 25:31 Brad Gerstner And he's saying, ah, you know, but in fact, what we did last week is the US did ban H-twenties going to China, and this was a pretty controversial move. 8 times in the scene
- ▶ 28:10 Brad Gerstner Particularly when they have the capability of China. 7 times in the scene
- ▶ 33:33 Brad Gerstner My sense is that Nvidia understands and is on board with not selling leading edge chips to China. 4 times in the scene
- ▶ 37:25 Bill Gurley I fear that a lot of the attitude, the vitriol, the, the language, the tone that's used between us and China is borrowed from, from finite game thinking. 3 times in the scene
- ▶ 40:08 Brad Gerstner With frontier models, whether we help them or not, which I think even those people who are more China hawkish agree with that statement, right? 7 times in the scene
- ▶ 44:00 Brad Gerstner So if you ban those, then your trade deficit with China goes up by fifteen billion dollars. 2 times in the scene
- ▶ 51:19 Bill Gurley But I, I might, I might end by going back to, you know, this argument from the Friedman police that, that it's an interconnected world, and there are a lot of very smart, successful, capable, innovative engineers, researchers, founders in…
- ▶ 53:32 Bill Gurley Both Tesla and Apple have a huge amount of revenue in China, and, and when you sense that this thing may be escalating or that there are ripple effects going back and forth, what one, one plausible thing that could happen is either one of… 2 times in the scene
- ▶ 57:17 Brad Gerstner If you add that up, that's going to be somewhere order of magnitude, two hundred billion dollars of tariffs, and you're not going to end up at one 40 on China.
- ▶ 1:00:51 Brad Gerstner If we can just get a four-year forecast that it's about re-onshoring a few industries, land the plane on China, or on 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 5:29 Brad Gerstner People saw this chart that they presented on reciprocal tariffs, right, where they say tariffs on China going to 54%. 2 times in the scene
- ▶ 15:41 Brad Gerstner One was that, you know, China and Korea, 5 times in the scene
- ▶ 19:19 Brad Gerstner You know, another thing that we heard a lot about this week, Bill, speaking of China, is, you know, some developments in Chinese open source and some developments on the US open source front, particularly with respect to these frontier… 7 times in the scene
- ▶ 1:04:42 Brad Gerstner And, and, and of course, we have all these tariffs going on on China, and so I'm sure this will end up as part of a big trade negotiation as it pertains to China. 7 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 8:26 Brad Gerstner And then places like China would do all the low value stuff.
- ▶ 15:47 Bill Gurley Competition in the auto market where China now has, what, 35% of the global market, um, and they're producing better cars faster. 2 times in the scene
- ▶ 23:33 Bill Gurley She said the attitude amongst the European leaders is so kind of angry and chafed that there's a likelihood they may come to trust China more than the US.
- ▶ 41:52 Brad Gerstner It's not, you know, like, I don't think we should take it for granted, because we just got done talking about how competitive the Chinese are, 2 times in the scene
- ▶ 55:55 Brad Gerstner We've talked about, you know, the fact that Chinese export controls are likely going up. 10 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:00 Bill Gurley I witnessed almost daily people that are either in government or even friends of ours who say we have to win the AI war with China.
- ▶ 33:36 Brad Gerstner Is when you look outside the United States, you really have to look to China because, um, I would say the acceleration and velocity of AI in China is off the charts. 9 times in the scene
- ▶ 51:31 Brad Gerstner The company that's producing something in China will just take a lower margin, but we know a lot of those will be felt by US consumers who just end up paying higher prices for their Dell computer
- ▶ 57:25 Bill Gurley He suggested to Xi that China and America should both cut their military budgets in half. 4 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:32 Brad Gerstner Andreessen tweeted this, you know, which shows the percentage of, of DAUs, uh, relative to ChatGPT, you know, their top GOs, I think they have something like 15% in India and like 10% in China, 2 times in the scene
- ▶ 8:09 Brad Gerstner Well, and Bill, as you know, you know, our, our team knows him quite well and, and knows a lot of members of the Deep Seek team, but, you know, he's become really a national hero in China, and, you know, I think it's a, you know, there's a…
- ▶ 21:58 Bill Gurley China, I think it's really interesting, um, to know that China's not a newcomer to open source. 5 times in the scene
- ▶ 29:17 Brad Gerstner Well, I'm not, I'm not sure whether or not that was the case, but let's assume it was, but it's opened up this broader conversation about whether the US can or even whether it's wise for the US to try to stop China from advancing along the… 11 times in the scene
- ▶ 36:59 Brad Gerstner Or a 10, 10 to 15% tariff on China. 3 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:03 Brad Gerstner In that regard, you know, maybe just to talk for a second about, you know, these breakthroughs that are happening in China around DeepSeek. 3 times in the scene
- ▶ 50:17 Bill Gurley They're constantly looking for ways to kind of block China, um, with, with export controls. 5 times in the scene
- ▶ 52:33 Brad Gerstner Um, there's a very insidious piece, uh, regulation, again, under the guise of being tough on China that I think is really gonna slow down American AI, and this is a framework for artificial intelligent diffusion, and it was promulgated by… 2 times in the scene
- ▶ 1:02:20 Bill Gurley What he may be underestimating is the willingness of China to just let it go away, or, you know, the unwillingness of someone to buy it and then give away half right away to the government. 3 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:32 Brad Gerstner The situation with China, better or worse?
- ▶ 40:59 Brad Gerstner We know China's building a hundred X as much as we are.
- ▶ 57:27 Bill Gurley And for us, you know, when, when so many people in Washington are, are, are worried about our competitive position versus China to, to build a, a gauntlet, uh, that our companies would have to move through to adhere to state by state… 3 times in the scene
- ▶ 1:09:23 Brad Gerstner And you just, we'll post this video of this Chinese humanoid that, that, you know, somebody said passed the visual touring test because humans were confused whether or not it was real.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 46:26 Dylan Patel And OpenAI doesn't want to show you, but, you know, there's some open source Chinese models like Alibaba and DeepSeq. 2 times in the scene
- ▶ 1:10:12 Dylan Patel Um, and this is because like the regulations make it so actually AMD's GPU is like quite good for China, uh, because of the way they shaped it.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 21:08 Satya Nadella I mean, the world will demand, you know, even ex-China, ah, multiple providers of frontier models, ah, distributed all over the world.
- ▶ 1:20:02 Brad Gerstner Is Reuters recently reported that Chinese researchers developed an AI model for potential military use on the back of Meta Llama, right?
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 1:41 Bill Gurley I've been thinking, thinking a lot about China and, and we've talked about it some on the podcast. 6 times in the scene
- ▶ 19:07 Bill Gurley Um, but, but this payment system, which is digital and immediate, um, and which mirrors what has happened in the UK, India, China, Australia, all these other countries have done this, um, is already up to, I think, 43% of all payments in…
- ▶ 27:14 Bill Gurley I mean, the one that I read about today, look, fentanyl precursors have definitely been going from China to Mexico and then across our border.
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