Huawei, every mention
26 scenes · ← back to Huawei
tap a year for its mentions
every year anyone Brad Gerstner 33Bill Gurley 15
Verbatim, from the transcripts: the passages where Huawei comes up
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:08:20 Brad Gerstner We forced Nvidia out of China, which has allowed Huawei to accelerate on the back of monopoly profits within China. 3 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 50:52 Brad Gerstner On the model layer, um, is it, do you think there's an acknowledgement or a belief, uh, that they're basically, they have the tools, they have the chips, you know, with Huawei, et cetera, to be competitive.
- ▶ 59:38 Bill Gurley Where DGI and BYD and Huawei are all located, I mean, that town is a new, young, twenty million people, a highly energetic, you know, town with lots of stuff happening, you know, lots of stuff.
- ▶ 1:04:06 Brad Gerstner They're going to build chips at Huawei.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 4:19 Brad Gerstner You know, we've underestimated Huawei and the Chinese AI development, model development, really at every step of the way.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:11:56 Brad Gerstner But even there, I would much rather let our deprecated chips out of Nvidia go compete against Huawei in China, keep the developer mind share in China, because it's going to make it easier for us to win
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,… 2 times in the scene
- ▶ 34:49 Brad Gerstner The export controls on, on, on, on China probably is what caused Huawei to catch up so quickly.
- ▶ 39:24 Brad Gerstner I think when we ban chips to China, it's going to accelerate Huawei, like we just talked about, unintended consequences. 2 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
- ▶ 29:41 Brad Gerstner Huawei is already there. 2 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 25:42 Brad Gerstner And in fact, I was, you know, looking at some of the analysis that was done this week, and the newly launched Huawei cluster matrix, 5 times in the scene
- ▶ 32:22 Bill Gurley That the same people that push the H-Twenty want to, you know, put even more restrictions on ASML, which is a Dutch company, or fine TSMC for building Huawei chips. 2 times in the scene
- ▶ 38:35 Bill Gurley That semi-analysis thing says Huawei's getting there.
- ▶ 41:51 Bill Gurley It is, I believe right now, the best performing, most open, you know, if you had a quadrant, the one that's, it's on the upper right on performance and openness, you know, and if we ban it, um, boy, it's just kind of, one, you know, even…
- ▶ 45:07 Brad Gerstner We are effectively taxing the Chinese on a nerfed product to provide profits to Nvidia to further distance the lead, uh, you know, against Huawei and to put money in the U S treasury. 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 29:18 Brad Gerstner And when it comes to the administration and what Washington D.C. is going to do, my best sense is they do not want to see a Huawei DeepSeq Belt and Road, either with chips or with open source models. 2 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 0:21 Bill Gurley And positive for Huawei, right? 3 times in the scene
- ▶ 8:53 Brad Gerstner Now they're running inference at DeepSeq on the Ascend nine 10 produced by Huawei.
- ▶ 42:00 Brad Gerstner With BYD, it could very well turn the tables, and we could be dependent upon Huawei for next generation AI chips instead of the United States, and so protecting that level of innovation here in Silicon Valley is important, but let's talk…
- ▶ 1:00:10 Bill Gurley And positive for Huawei, right? 5 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 33:04 Brad Gerstner For somebody else to build a device, maybe Huawei around the world, they're going to be able to ship
- ▶ 36:44 Brad Gerstner But what it really does is it causes us to have to compete globally with Huawei with one hand tied behind our back. 3 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 1:45 Bill Gurley There is a lot of articles out today, uh, about a big Huawei event. 2 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 39:02 Brad Gerstner Yeah, everybody from Huawei to Baidu to, uh, to, to Didi to BYD,
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:07:01 Brad Gerstner Huawei, Xiaoping, Neo, all these different companies, and so she was in them, and she said she had some really lousy experiences in the cars, but she was blown away at the Chinese consumers' willingness to adopt the technology.