China, every mention

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

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▶ 10:53 John Collison Uh, it is even more popular in China. 10 times in the scene
▶ 15:29 Tony Xu And so I think, um, in, in the case of, back to your point around China, China has a lot of restaurants, you know, six, over seven million restaurants, you know, versus what we have here in the U.S. at about a million restaurants in, in… 3 times in the scene

▶ 29:12 Sundar Pichai You know, it's, you're in awe of like how the pace in, you know, in China, how fast they can build things.
▶ 32:06 Sundar Pichai I mean, the Chinese models are very good, you know, but I think outside of China, you know, it's a very good open source model.

▶ 50:30 Garrett Langley And like, I think that that, that if you look at, um, there's a great book on this topic, um, if you look at what China was able to do in Africa with their infrastructure deployments on connectivity, they own those countries. 4 times in the scene

▶ 14:42 John Collison Use financing from Stripe Capital to set up additional servers in China, India, and Japan, subsequently doubling its revenue.

▶ 2:17 Ben Thompson All downstream from building out China, things like that.
▶ 24:16 Ben Thompson I'm not in China. 7 times in the scene
▶ 1:11:20 Ben Thompson China might not attack Taiwan.
▶ 1:19:14 John Collison It seems like China is doing better on energy and better on robotics and is catching up on chips, doing okay on, you know, the AI models, but does that mean China's potentially very well positioned for the coming wave of tech trends? 3 times in the scene

▶ 53:56 Dave Ricks The US and China have something like 70% of all diagnostic capacity in the world.
▶ 1:05:35 Dave Ricks And then of course we have a watch list ever growing because of China of entities we don't have an interest in, but are doing interesting things and we want to, we have all their events mapped out and we're watching pretty much every…
▶ 1:07:33 Patrick Collison Chinese 11 times in the scene
▶ 1:22:12 Dave Ricks There's several Indian companies and many Chinese companies that are in this business.
▶ 1:38:05 Patrick Collison But my understanding is the avant-garde Silicon Valley denizens, you know, the frontier is really in Chinese peptides. 4 times in the scene
▶ 1:57:27 Dave Ricks We have, I think, seven or eight of these now around the country, and even two in China, building one in London, and we'll create a virtual version of this, and that TuneLab tool, that AI tool I talked about earlier, is embedded in that as…
▶ 2:02:01 John Collison And you were rotated across, you know, the business, you run China, you run the US business.

▶ 23:22 John Collison It's like, you know, if you have WeChat, it's because you know people in China.

▶ 28:41 Casey Handmer But, but like, as soon as, say, China started to do it at scale, they would have sloped up that time difference, and we'd be where we were today. 7 times in the scene
▶ 30:27 John Collison Um, going back to the subsidies, uh, how did the Chinese subsidize solar panels? 4 times in the scene
▶ 37:33 John Collison We're talking about, you know, Chinese manufacturing here, and obviously the American dynamism movement 4 times in the scene
▶ 45:17 Casey Handmer This is not the case that, like, Apple has, what, 2030, 40% market share in smartphones, and Pixel has 10%, and, and Huawei and so on has a, this is like, SpaceX has, like, 95% market share for the entire world, and then the second place…
▶ 1:14:22 Casey Handmer Relax the outer space treaty in 2017 with the outer space, so the Artemis Accords, so we can go and kind of make a land grab on the moon, and then it turns out China's going to get there first.

▶ 1:01:15 John Collison The big EV story of the past, um, 10 years has been the China ramp up. 6 times in the scene
▶ 1:08:11 RJ Scaringe And then if you compare this to China, where there is a lot more choice, uh, China is a, 2 times in the scene

▶ 2:04:38 John Collison Uh, I was talking to someone who was saying they were talking to someone in China, uh, and they were, like, joking about it, but it was just, like, you know, prominent in China as well. 2 times in the scene

▶ 1:22 Scott Wu Um, my parents were both chemical engineers, um, and so they immigrated from China to, for grad school.

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