China

7 statements across 5 episodes · 2 bullish · 3 bearish · 4 people on the record · first statement Oct 19, 2023 by Gina Gotthilf · said 50 times in 26 episodes since 2022 · across every show →

Mentions by year

brought up most by Gina Gotthilf (8), Lenny Rachitsky (7), Brian Tolkin (6), Marc Andreessen (5), Sherwin Wu (4), Arielle Jackson (2), Stewart Butterfield (1), Scott Belsky (1)

tap a year for its mentions
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051020222023202420252026episodes it came up in
002.5551020222023202420252026episodesmentions per episode
2026 9 mentions in 2 episodes 5 per episode
2025 9 mentions in 7 episodes 1 per episode
2024 10 mentions in 4 episodes 3 per episode
2023 18 mentions in 10 episodes 2 per episode
2022 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about China, oldest first

Oct 19, 2023 bullish
Assertion Partly supported
Gotthilf: Tech is one-thirtieth of US GDP share in Latin America
“In terms of percentage of GDP that tech occupies compared to other markets, it's very promising. We're at like one third of India, one 10th of China, one 30th of the United States, meaning that, like, Tech companies can grow a lot so that they occupy that spac…”
Gina Gotthilf Oct 19, 2023 ▶ 9:02 Scaling Duolingo, embracing failure, and insight into Latin America’s tech scene | Gina Gotthilf
Oct 19, 2023
Assertion Partly supported
Gotthilf: Duolingo reached 1M first-day downloads in China before being blocked
“I went and launched Duolingo in China, and it got downloaded by a million people in the first day, and then the app got blocked, and we, you know, because of the government, and then we couldn't figure out what to do, and then everyone rated the app, like, one…”
Gina Gotthilf Oct 19, 2023 ▶ 41:05 Scaling Duolingo, embracing failure, and insight into Latin America’s tech scene | Gina Gotthilf
Dec 13, 2023 negative
Assertion Partly supported
Duolingo hit 1M day-one downloads in China before a government ban
“I went and launched Duolingo in China, and it got downloaded by a million people in the first day, and then the app got blocked, and we, you know, because of the government, and then we couldn't figure out what to do, and then everyone rated the app, like, one…”
Gina Gotthilf Dec 13, 2023 ▶ 56:53 Failure
Jan 29, 2026 bearish
Prediction Open · timeframe Jan 2126
Andreessen: Many countries including China will depopulate over the next century
“Many, many countries around the world, by the way, including China, Which is a really big deal. Are actually going to depopulate over the next century.”
Marc Andreessen Jan 29, 2026 ▶ 10:25 Marc Andreessen: The real AI boom hasn’t even started yet
Mar 8, 2026 bullish
Prediction Open · timeframe Mar 2033
Younis: Autonomy will be standard and near-free within seven years
“It will not be a long time. You're already seeing this happen in China where the downward pricing pressure for that autonomous product for the lack of better word will become close to free. So now you fast forward five to seven years and every car Has some lev…”
Qasar Younis Mar 8, 2026 ▶ 25:43 The real AI revolution isn’t software. It’s farms, mines, and trucks. | Qasar Younis
Mar 8, 2026 negative
Opinion
Younis: Huawei is an extension of the Chinese state, not profit-driven
“Huawei's goal is not to grow profits or shareholders. It's a private company. It's really an extension of the state.”
Qasar Younis Mar 8, 2026 ▶ 34:06 The real AI revolution isn’t software. It’s farms, mines, and trucks. | Qasar Younis
May 17, 2026
Assertion Supported
Kalinowski: Top Chinese assembly lines have dropped from 200 to 10 workers
“When you really go and look at a modern manufacturing facility like in China, at the top tier of tier one suppliers, there's not very many people on the line anyway. The entire printed circuit board line is essentially got no people on it anymore. The raw boar…”
Caitlin Kalinowski May 17, 2026 ▶ 1:01:52 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
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