Huawei
includes Huawei Mate, Huawei Mate 70
3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 11, 2024 by Alexandr Wang · said 26 times in 14 episodes since 2022 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (15), Saagar Enjeti (2), Grace Shao (2), Dmitry Shevelenko (2), Alexandr Wang (2), Michael Horowitz (1), M.G. Siegler (1), Dan Ives (1)
tap a year for its mentions
2026 8 mentions in 6 episodes 1 per episode
- AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
- OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- How China Caught U.S. AI — With Grace Shao
- Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
- Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- every mention in 2026, scene by scene →
2025 7 mentions in 4 episodes 2 per episode
- Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
- Why China's AI Strategy Just Might Work — With Grace Shao
- OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- Reid Hoffman: Why The AI Investment Will Pay Off
- every mention in 2025, scene by scene →
2024 7 mentions in 2 episodes 4 per episode
2023 2 mentions in 1 episode
2022 2 mentions in 1 episode
Everything said about Huawei, oldest first
Dec 11, 2024 neutral
Wang: Biden administration forced UAE to choose Microsoft over Huawei
“I think one of the best examples of this was in the past year, the Biden admin posed to the UAE, hey, which way are you going to go in terms of AI technology? You can either go into the sort of Huawei China stack, or you could go into the Microsoft United Stat…”
Apr 16, 2025 bearish
Shao: Chip shortages are the biggest bottleneck facing Chinese AI development
“It's definitely also hindering Chinese, like, you know, AI development. For sure, that's probably Biggest bottleneck because we talked about it. It has innovation. It has data. It has energy. It doesn't have chips. So unless domestically, you know, we see like…”