China

19 statements across 14 episodes · 4 bullish · 6 bearish · 14 people on the record · first statement Feb 18, 2025 by Kyle Mounts · said 90 times in 29 episodes since 2025 · across every show →

Mentions by year

brought up most by Abhay Tandon (21), Kristian Marquez (16), Kamal Sharma (6), Richa Chadha (5), Sam Huang (4), Mukul Deora (4), Keong Chan (4), Howard Morgan (3)

tap a year for its mentions
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2026 38 mentions in 9 episodes 4 per episode
2025 52 mentions in 20 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about China, oldest first

Feb 18, 2025 negative
Opinion
Mounts: US lags China, Russia, and India in commercial airspace deployment
“The government is unfortunately behind as compared to other parts like China, Russia, India, right? Some of the Countries that just, they can do things faster because the technology exists today, right? Because they own that airspace. They have a little bit mo…”
Kyle Mounts Feb 18, 2025 ▶ 18:30 25 - Investing in the Skies: Aero X Ventures' Kyle Mounts on Aerospace, Drones, and Capital Efficiency
Feb 20, 2025 neutral
Assertion Supported
McDowell: China still controls a significant share of Bitcoin mining
“And a lot of the mining activity is controlled by China, although it's officially banned. It is there.”
James McDowell Feb 20, 2025 ▶ 20:16 26 - Investing in Web3 and Decentralized Blockchain Networks with Arcanum Capital Founding Partner James McDowall
Apr 29, 2025 neutral
Insight
AI Ethics Frameworks Over-Index on Western Norms Over Asian Contexts
“Mostly when we think about ethics, we're thinking from a Western point of view some things that might be acceptable, maybe an Indian context or maybe a Chinese context may not be very similar to what we look from a different aspect.”
Vinayak Hegde Apr 29, 2025 ▶ 31:26 EP7 Nationalistic Interests, Humanitarian Efforts & Future of AI ft Vinayak Hegde
Jul 3, 2025 neutral
Assertion Supported
Chan: China added the equivalent of the US energy grid in ten years
“China has put on the whole of the US energy grid in the last 10 years.”
Keong Chan Jul 3, 2025 ▶ 15:18 Surfing the Waves of Deep Tech: Early-Stage University Research and Startup Formation
Jul 10, 2025 bullish
Prediction Open · timeframe Jul 2055
Africa will have the world's largest student population within 30 years
“If you take a look at, like, where are the world's largest, like, student populations today? Like, the two countries where the world's largest student populations are in India and China. And then, like, you fast forward, like, call it, you know, 20 years or 30…”
Amit Patel Jul 10, 2025 ▶ 30:42 Revolutionizing Education: AI, Lifelong Learning, and Global EdTech Insights with Owl Ventures
Jul 30, 2025 neutral
Assertion Not checkable as stated
Huang: China's demographic crisis and youth attitudes are accelerating manufacturing automation
“China's is facing a major demographic crisis. A lot of the up and coming generation doesn't want to work these jobs. The whole lying flat phenomenon in, in China kind of speaks to this where like a lot of the younger generation, they don't want to do this work…”
Sam Huang Jul 30, 2025 ▶ 22:39 BMW iVentures: AI, Robotics, and Onshoring Trends with Sam Huang
Aug 6, 2025 bearish
Opinion
Wharton: China Subsidizes Cleantech with Free Capital, Land, and Below-Cost Dumping
“Well, the Chinese basically in certain sectors like solar and cars and batteries, they give away free land, free labor, free capital. Sometimes it's slave labor in some cases. So that's not like, that's not free trade. And then even with all that, then they se…”
Scott Wharton Aug 6, 2025 ▶ 11:37 Next-Gen Perovskite Solar Panels and Climate Tech Investment Challenges with Tandem PV
Aug 6, 2025 neutral
Assertion Partly supported
Wharton: China Controls 95% of Silicon Cells and 98% of Wafers
“So, 95% of the silicon technology for the cells comes from China. 98 is the wafer technology, which is part of it, so they, they're almost doing the whole thing. And with perovskites, it's a little more like fifty-fifty. So, four companies in the US, one in Eu…”
Scott Wharton Aug 6, 2025 ▶ 8:45 Next-Gen Perovskite Solar Panels and Climate Tech Investment Challenges with Tandem PV
Aug 15, 2025 negative
What-if
Anselm: Osyte could not have been built in Europe, India, or China
“If I were sitting in, say, in, in, in Europe, somewhere in France or in India or China, I don't think I'll be able to do this at all, right? So regardless of how entrepreneurial I am.”
Charles Anselm Aug 15, 2025 ▶ 19:59 Solving Liquidity Challenges & Enhancing Transparency in Private Markets
Aug 27, 2025 neutral
Insight
Devillieres: Western factories automate while cheap labor solves Asian operational issues
“Because the factories in the West, the warehouse in the West have a very similar set of issues. But then the factories in China, in India, they have a very different set of problems because the labor cost is not the same. When the labor cost is not the same, l…”
Renan Devillieres Aug 27, 2025 ▶ 4:28 Investing in the Future of AI-Driven Manufacturing with OSS Ventures
Sep 2, 2025 bearish
Assertion Not checkable as stated
Morgan: US is not building power fast enough compared to China
“We are not building power in the US nearly fast enough compared to what China's been doing, and if you want AI, you need power.”
Howard Morgan Sep 2, 2025 ▶ 21:23 Howard Morgan on AI, Global Venture Investing & Founder Insights | NVCA Award Recipient Series
Sep 2, 2025 bearish
Disclosure
Morgan: B Capital Has Paused New Investments in China Due to Geopolitics
“A little bit of presence left in China, Hong Kong and Beijing, but not doing new investing in China right now, geopolitics being what it is”
Howard Morgan Sep 2, 2025 ▶ 1:21 Howard Morgan on AI, Global Venture Investing & Founder Insights | NVCA Award Recipient Series
Sep 17, 2025
Assertion Partly supported
Niv: US publishes 2.5M titles annually, second only to China
“So in the States, there are 2.5 million titles published annually. It's only second to China.”
Yehuda Niv Sep 17, 2025 ▶ 4:25 Revolutionizing Publishing: How AI Empowers Authors and Scales Global Storytelling with Yehuda Niv
Mar 19, 2026 negative
Assertion Contradicted
Tripathi: Most of India's Top 10 Video Games Are Chinese
“The top 10 games in India, most of them are actually Chinese. Many don't know our money is actually going to China.”
Amish Tripathi Mar 19, 2026 ▶ 1:08:41 S2E8: Indian Mythology x Gaming: The Age of Bhaarat ft. Amish Tripathi & Mukul Deora
Jul 10, 2026 neutral
Disclosure
Carrier links GCCs in India, Mexico, and China under one non-competing program
“In Carrier we have predominantly a program called Content Hubs. So we have India, Mexico, and China under those under under this program, these three GCCs. Important locations, strategic locations and we want to make sure that These GCCs are not competing with…”
Kamal Sharma Jul 10, 2026 ▶ 8:06 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 positive
Opinion
Sharma: China Excels in Emerging Tech Adoption While Mexico Leads in IoT
“China is definitely you know very, very strong on adoption of emerging tech infrastructure is great. Mexico again very, very rock solid in understanding of the entire digitalization, IoT side, right? Very, very strong.”
Kamal Sharma Jul 10, 2026 ▶ 26:24 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 23, 2026 positive
Assertion Supported
Chadha: China's TikTok algorithm pushes robotics and science, unlike the West
“In China, TikTok pushes out content about robotics, about aeronautics, about science.”
Richa Chadha Jul 23, 2026 ▶ 59:43 S2Ep13: Stories to Systems: How Richa Chadha is Reimagining Cinema, Business & Impact
Jul 23, 2026 positive
Assertion Supported
Chadha: Dangal grossed 1,000 crores in China
“Dangal made money here, and it made thousand crores in China.”
Richa Chadha Jul 23, 2026 ▶ 1:07:13 S2Ep13: Stories to Systems: How Richa Chadha is Reimagining Cinema, Business & Impact
Jul 23, 2026 neutral
Assertion Supported
Chadha: In China, TikTok Is Inaccessible to Minors at Bedtime
“In China, TikTok, you cannot access, if you're a, if you're under a certain age, you can't access TikTok. Like, when it's time to sleep, it's not available to you.”
Richa Chadha Jul 23, 2026 ▶ 1:00:00 S2Ep13: Stories to Systems: How Richa Chadha is Reimagining Cinema, Business & Impact
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