Tencent, every mention

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

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China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Aug 28, 2025 · 3 mentions

  • ▶ 50:20 Bill Gurley On the watch list, people are very curious if Tencent's gonna do something, you know, obviously, they, WeChat's still extremely, um, important in China, and so that's a great asset if they were to bring something, but they haven't been… 2 times in the scene
  • ▶ 56:23 Bill Gurley Uh, you know, WeChat went, I mean, Tencent went flat for a couple of years because of games reforms.

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 1 mention

  • ▶ 29:59 Brad Gerstner Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei…
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