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Xiaomi

3 statements across 2 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement May 22, 2025 by Bill Gurley · said 10 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Bill Gurley (8), Brad Gerstner (2)

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2025 10 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Xiaomi, oldest first

May 22, 2025 bullish
Assertion Supported
Gurley: China has four deep-pocketed open-source AI models
“Deep Seek, Led to Quinn. Led to Xiaomi has a, has their own model as well. They've all gone open source. And so this will be the fourth deep pocket funded model in China that are all open source.”
Bill Gurley May 22, 2025 ▶ 1:07:21 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Aug 28, 2025 bullish
Assertion Supported
Gurley: Xiaomi EV has a 30-to-40-week customer backlog
“They're sold out. They have like a 30 to 40 week backlog.”
Bill Gurley Aug 28, 2025 ▶ 17:21 China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Aug 28, 2025 positive
Assertion Supported
Gurley: Xiaomi's EV Factory Produces 1,000 Cars Daily With 2,000 Workers
“The factory makes a thousand cars a day with 2000 employees.”
Bill Gurley Aug 28, 2025 ▶ 17:33 China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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