China

6 statements across 5 episodes · 0 bullish · 1 bearish · 5 people on the record · first statement Nov 4, 2024 by Lior Susan · said 29 times in 17 episodes since 2023 · across every show →

Mentions by year

brought up most by Alex Mashrabov (6), Jeff Wang (3), Chris Walker (3), Lior Susan (2), Jack Kuveke (2), Andrew Lockhead (2), Andres Bilbao (2), Pablo Srugo (1)

tap a year for its mentions
00841582023202420252026episodesmentions
0482023202420252026episodes it came up in
0014282023202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 15 mentions in 8 episodes 2 per episode
2024 10 mentions in 5 episodes 2 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about China, oldest first

Nov 4, 2024 neutral
Assertion Not checkable as stated
Susan: Onshoring manufacturers cannot match China's labor volume due to attrition
“Now they are struggling to find those people. There is incredibly high attrition. They want to onshore manufacturing, so they cannot have the same amount of people they had in China.”
Lior Susan Nov 4, 2024 ▶ 31:16 His robotics startup raised $400M, his VC fund over $4B—& he ran both at the same time. Here's ho... · PMF Show
Nov 4, 2024 neutral
Assertion Contradicted
Flex's Zhuhai manufacturing campus in China employed 80,000 people
“I flew to Juhai one of the largest facilities of Flex. In China, there's about 80,000 people on that campus, just to give you a sense.”
Lior Susan Nov 4, 2024 ▶ 7:01 His robotics startup raised $400M, his VC fund over $4B—& he ran both at the same time. Here's ho... · PMF Show
Jan 20, 2025
Assertion Supported
Domingues: Global food waste is the third largest greenhouse gas emitter
“The statistic is if international food waste were a country, it'd be the third leading cause of greenhouse gas emission behind the U.S. And China”
Josh Domingues Jan 20, 2025 ▶ 2:38 He lost his only 2 customers & was ready to quit—then he grew to $1.5M ARR in a year. | Josh Domi... · PMF Show
Feb 17, 2025
Assertion Supported
Ellis: US Healthcare Accounts for Nearly 20% of GDP
“Almost 20% of GDP is healthcare. If it was its own country, it would be bigger than basically every other country but China.”
Chris Ellis Feb 17, 2025 ▶ 19:36 This 1st time founder raised a $38M Series A—after taking over 2 years to launch. | Chris Ellis, ... · PMF Show
Dec 4, 2025 neutral
Insight
Mashrabov: Chinese surveillance innovation propelled global synthetic media development
“So actually a lot of surveillance system innovation coming from China propelled synthetic media developments across the world.”
Alex Mashrabov Dec 4, 2025 ▶ 4:11 He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
Jun 15, 2026 negative
Assertion Contradicted
Dan Mishin: The vast majority of top AI engineers are in China
“Vast majority of best AI engineers in the world are in China today.”
Dan Mishin Jun 15, 2026 ▶ 14:15 He quit his $50M ARR startup to work as a paralegal—then raised a $60M Series A. | Dan Mishin, Fo... · PMF Show
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