China, every mention
87 scenes · ← back to China
tap a year for its mentions
every year anyone Elad Gil 42Sarah Guo 41Jacob Helberg 33Dylan Patel 19Dan Hendrycks 17Qasar Younis 11Jensen Huang 11Sriram Krishnan 7Emil Michael 6Brian Schimpf 6
Verbatim, from the transcripts: the passages where China comes up
Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
- ▶ 21:01 Elad Gil And there, there were counter versions of this in China and other places where if something was listed on the Hong Kong Stock Exchange, sometimes these funds would almost be set up that people could buy proportions of to be able to…
- ▶ 41:15 Elad Gil And obviously those have been implemented at scale in some cases, like Shenzhen in China, I think in part exists as a large scale manufacturing region in China because it became a special economic zone in one form. 2 times in the scene
Redefining Chip Architecture with Arm CEO Rene Haas
Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
- ▶ 38:47 Glenn Fogel That would end up being bad for us as a society, and by the way, other parts of the world are not going to have that problem, and they will be disadvantaged, I assure you, when in China, they're, they're not having that same thing about,…
Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
- ▶ 28:38 Maxim Bar Kogan Now they're all vulnerable because, you know, there's a Chinese model that's mythos level and there's nothing they can do about it.
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- ▶ 2:13 Andrew Feldman Big models, small models, US models, Chinese models, um, trillion parameter models of one billion parameter models across the board.
Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg
- ▶ 5:15 Jacob Helberg As you guys know living out here, and I'm sure you guys include robotics companies in your portfolio, ah, but the robotics supply chain, ah, robotics is an incredibly promising industry, ah, that really is poised to change a lot of things…
- ▶ 6:10 Jacob Helberg Of China's Belt and Road Initiative, how they've done what they've done, you know, what's worked, what hasn't worked, and, you know, fundamentally. 4 times in the scene
- ▶ 10:10 Jacob Helberg Well, the failure point is, you know, so first of all, obviously, um, some of the projects, you know, have been useful for China. 7 times in the scene
- ▶ 16:34 Jacob Helberg Then there's a question of, you know, what happens with the other 70% of the world's consumption that is currently, you know, mostly concentrated in China.
- ▶ 19:13 Elad Gil So, for example, you mentioned rare earth magnets, and my sense, and I haven't verified this, so please correct me if it's wrong, is that, you know, the, a rare earths are not actually rare, um, b the total market size is in a few billion… 3 times in the scene
- ▶ 29:37 Jacob Helberg Everyone uniformly is obviously thinking about ways of having, of being much more deliberate about their supply chain decisions in ways that factor in the realities of, you know, the need to not be overexposed to China because of the…
- ▶ 33:26 Jacob Helberg You know, Alison Graham, uh, wrote this book years ago, um, uh, called The Thucydides Trapped, where he kind of characterized America as the established power, and he characterized China as the rising power. 3 times in the scene
Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
- ▶ 27:08 Bill McDermott And on top of that, we made the move into security, not because we're going to do all things in security, but because U.S. is the world's largest economy, China's number two, and cybercrime is number three.
How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus
Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
From Note-Taking App to AI Workspace: The Simon Last Interview
- ▶ 16:46 Simon Last There's like, like, four different Chinese models now that are, that are quite good.
AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
- ▶ 7:59 RJ Scaringe I think, I think there's more than one, less than five companies outside of China that have
The Largest Untapped Market Inside U.S. Defense | Emil Michael
- ▶ 0:00 Emil Michael The military buildup in China is the biggest military buildup in world history, and so there's a real urgency on our side to ensure that we are ahead, but we stay ahead, and that's going to take a different level of investment and…
- ▶ 7:35 Emil Michael Few countries can build them or Chinese, Russia, US, but my, uh, critical technology area is to do that at scale and at a reasonable price, because they're all very expensive now.
- ▶ 23:17 Emil Michael Because there's a recognition that our adversaries who started from a cleaner sheet of paper in the last 1015 years, like the buildup, the military buildup in China is the biggest military buildup in world history.
- ▶ 33:40 Emil Michael Well, this deal with China says that in a year we have to, you know, the critical minerals export control thing, you know, if assuming that stays there. 2 times in the scene
- ▶ 38:15 Emil Michael We're dependent on China for brushless motors.
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
- ▶ 3:00 Jensen Huang I mean, some of the things that the narrative that, that, um, uh, of course the conversation with China really, really, you know, occupied a lot of my, my time this year, geopolitics, uh, the importance of technology in each one of the…
- ▶ 15:14 Elad Gil The other big theme of the year that you mentioned that I think is really important to touch upon is both China is sort of in the rise of Chinese open source in particular, where, you know, some of the highest 3 times in the scene
- ▶ 59:00 Jensen Huang I am optimistic that, that, um, our relationship with China will improve. 10 times in the scene
No Priors Ep. 144 | The 2026 AI Forecast with Sarah & Elad
No Priors Ep. 140 | With Benchling Co-Founder and CEO Sajith Wickramasekara
- ▶ 4:40 Sajith Wickramasekara There was, you know, changes in interest rates, tariffs, regulatory uncertainty, China.
- ▶ 6:39 Sarah Guo What's the relevance of China in all of this? 6 times in the scene
No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil
- ▶ 7:24 Dan Hendrycks I think that later on, it becomes so destabilizing that China just says, we're going to do something preemptive, like do a cyber attack on your data center. 3 times in the scene
No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
No Priors Ep. 131 | With Jared Kushner
- ▶ 9:13 Elad Gil There's sort of the preexisting stalwarts, you know, there's the US and, uh, Israel and in some ways China, et cetera.
- ▶ 34:57 Jared Kushner So they actually told me they were starting to learn Chinese and, and push their alliance towards, uh, towards China because they thought the U.S. was no longer a reliable partner. 3 times in the scene
No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
- ▶ 1:10 Jacob Helberg We have 90% reliance on critical minerals that are refined in China, on semiconductors that are manufactured in Taiwan.
- ▶ 6:06 Jacob Helberg Um, 60% of that came from, you know, countries that, very large countries like the, the US, China, Russia, India, uh, and Germany.
- ▶ 7:04 Sarah Guo Like, how does the vulnerability to China and others for minerals and components end up 10 times in the scene
- ▶ 13:28 Jacob Helberg And to appreciate the extent to which AI can give us that opportunity, I think you can look at history and the first industrial revolution when industrial output in Britain, because Britain industrialized, China at the time did not. 6 times in the scene
- ▶ 17:54 Jacob Helberg And, um, if you think about what the narrative was 10 years ago, um, 10 years ago the narrative was the, uh, the 21st century is gonna be the Chinese century or, you know, the century where the east rises, so to speak. 4 times in the scene
- ▶ 23:00 Elad Gil Because really a lot of the Chinese companies are pushing open source models, and those, um, are ones that can be optimized in all sorts of ways by, by enterprises and others, by government, et cetera. 3 times in the scene
- ▶ 25:53 Jacob Helberg Raw, uh, uh, energy powers combined with compute and speed with speed against, uh, against China's approach. 2 times in the scene
- ▶ 37:11 Jacob Helberg Really interesting, um, really interesting area where, um, a policy can actually help play a role, and the Chinese have been masters at, you know, through their Belt and Road Initiative at actually having a supply chain plan that includes… 2 times in the scene
No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
- ▶ 2:45 Dylan Patel And then the Chinese labs have been dominating for the last like six, nine months.
- ▶ 7:52 Dylan Patel But some people are worried that they could be, or they're just like iffy, like, oh, I don't want to use a Chinese model. 2 times in the scene
- ▶ 36:37 Dylan Patel But in this next age, do you want them to run on Chinese models, which now have Chinese values, which then spread Chinese values to, uh, the world? 16 times in the scene
No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
- ▶ 37:12 Matthew Prince Um, I, I think that the great lesson of DeepSeek, I wish, I just wish that it had been a group of students out of, like, Hungary that had designed it, not out of China, because there were some really significant innovative steps that they… 2 times in the scene
No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
- ▶ 4:02 Sriram Krishnan One of the catalytic moments which happened was the day before I started this job, I get a call, and this was the weekend DeepSecret came out, and there's actually some chatter that I've heard online that China timed it so it can come out… 2 times in the scene
- ▶ 8:43 Elad Gil And there have been some famous examples in some of the Chinese models where there's a mission of Tiananmen Square or a mission of other facts.
- ▶ 12:46 Sriram Krishnan And we think if America is going to win the race with China, they need to do three things and they ladder up to the strategy. 2 times in the scene
- ▶ 17:46 Sarah Guo They're happening and Western companies are using Chinese open source models very broadly already. 2 times in the scene
- ▶ 22:58 Elad Gil And a subset of AI supply chain is dependent on China or other countries.
- ▶ 24:50 Elad Gil One of the topics that I think people believe that China has a lead in right now is certain areas of robotics that could be human form or other.
- ▶ 33:40 Sriram Krishnan The second was, Hey, are we actually giving away our secrets to China? 3 times in the scene
No Priors Ep. 119 | With Applied Intuition's Qasar Younis and Peter Ludwig
- ▶ 12:03 Peter Ludwig There's a lot of interesting stuff happening in China.
- ▶ 13:08 Qasar Younis Right now, the newest version of that is China. 10 times in the scene
- ▶ 24:19 Qasar Younis Or you can go to China and ride in these, and you're like, this is it.
No Priors Ep. 118 | With Anthropic Co-Founder Ben Mann
No Priors Ep. 111 | With KoBold Metals Co-Founder and President Josh Goldman
No Priors Ep. 109 | With Sarah and Elad
No Priors Ep. 107 | With Physical Intelligence Co-Founder Chelsea Finn
No Priors Ep. 105 | With Director of the Center of AI Safety Dan Hendrycks
- ▶ 2:22 Dan Hendrycks Um, there's the prospect of competing with China, um, or maybe, maybe Russia will become relevant later. 2 times in the scene
- ▶ 6:26 Dan Hendrycks Uh, the amount of chips that the U.S. has versus China might be the determiner or the determinant of, um, which country, um, is the most prosperous and which one falls behind. 2 times in the scene
- ▶ 14:09 Dan Hendrycks Beat China to super intelligence as much as possible, but that is some sort of weaknesses because like it assumes that corporate espionage will not be a thing at all, um, which is very difficult to do. 7 times in the scene
- ▶ 19:14 Dan Hendrycks I think that later on, it becomes so destabilizing that China just says, we're going to do something preemptive, like do a cyber attack on your data center. 3 times in the scene
- ▶ 25:43 Sarah Guo How does DeepSeq and the recent releases they've had factor into your view of compute security given expert controls have clearly led to innovation toward highly compute efficient pre-training that works on chips that China can import at… 5 times in the scene
No Priors Ep. 104 | With Flagship Pioneering CEO and Co-Founder Noubar Afeyan
- ▶ 37:01 Noubar Afeyan There's almost like a mass extinction event going on, unfortunately, as we speak for a lot of these single asset companies accentuated by the recent bets that China has made both centrally, governmentally, and in the form of results in… 2 times in the scene
No Priors Ep. 103 | With Vevo Therapeutics and the Arc Institute
No Priors Ep. 102 | With The Bot Company CEO Kyle Vogt
- ▶ 8:09 Elad Gil One thing I've heard, um, two opposing viewpoints on is the autonomous vehicle market in China.
- ▶ 26:48 Sarah Guo We talked about Chinese AV. 4 times in the scene
- ▶ 30:42 Kyle Vogt Um, you can have a Chinese manufactured robot in your home with cameras and a microphone running and sending that data who knows where. 2 times in the scene
No Priors Ep. 100 | With Sarah and Elad
No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
- ▶ 35:06 Felix Ejeckam Uh, in order to perform and compete with China.
No Priors Ep. 79 | With Magic.dev CEO and Co-Founder Eric Steinberger
- ▶ 28:52 Eric Steinberger Uh, like you could just buy the made in China product.
No Priors Ep. 59 | With Sarah Guo & Elad Gil
No Priors Ep. 32 | With NEAR’s Illia Polosukhin
- ▶ 2:34 Illia Polosukhin And we actually faced the challenge of paying them because a lot of them were in China, in Eastern Europe and kind of other countries where
No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan (Japanese Version)
No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
No Priors Ep. 20 | With Sarah Guo and Elad Gil
No Priors Ep. 19 | With Anduril CEO Brian Schimpf
- ▶ 9:36 Brian Schimpf So we're not going to outbuild China.
- ▶ 24:21 Brian Schimpf Uh, if our, you know, we're hallucinating intelligence about, you know, something that happened in China, that would not be a good situation, right?
- ▶ 40:39 Brian Schimpf I think the other side of it is, you know, you kind of look at US policy, uh, and views towards China, and I think we're in, still in the middle of the shift, but, you know, 2 times in the scene
- ▶ 44:50 Brian Schimpf Instead saying you have options that the, you know, China would take seriously and not have to guess whether it's politically expedient for you to put troops in harm's way. 2 times in the scene