China, every mention
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every year anyone Molly O'Shea 109Kyle Harrison 18Greg Little 15Sam D'Amico 14John Maslin 14Jackie Reses 14Patrick McGee 13Chris Power 13Augustus Doricko 11Tony Kim 10
Verbatim, from the transcripts: the passages where China comes up
Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
- ▶ 1:29 Molly O'Shea Palantir CTO, Sean, just talked about this, but we're ratioed by China in shipbuilding. 10 times in the scene
- ▶ 7:54 Dino Mavrookas I mean, China can now produce the rest of the world in terms of ships, and they just keep taking that capacity by undercutting the world on price in the commercial market.
Dino Mavrookas: America Needs to Build Ships Again
- ▶ 0:32 Dino Mavrookas If we ever actually do get into a conflict in Taiwan Strait that leads to World War III or anything dramatic, China can now produce the rest of the world in terms of ships. 3 times in the scene
- ▶ 2:19 Molly O'Shea Palantir CTO, Sean, just talked about this, but we're ratioed by China in shipbuilding. 2 times in the scene
- ▶ 15:33 Dino Mavrookas China has 57% of total global shipbuilding capacity.
- ▶ 16:13 Molly O'Shea Isn't there a certain, like, in China, don't you have to build every boat to military grade? 10 times in the scene
Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas
- ▶ 26:39 Dino Mavrookas China, we're in a shipbuilding crisis here in the US, right? 2 times in the scene
How Rocket Lab CEO Sir Peter Beck Is Building a Multi-Generational Space Company
- ▶ 11:19 Molly O'Shea I want to go back to the beginning of how you built this all out, because the top three countries for launch are the US, China, and New Zealand, and you created a monopoly on launch in New Zealand.
Race to Save Humanity: Inside $12B Colossal Biosciences & $3.8B Astromech
- ▶ 12:30 Ben Lamm Um, and then the crazy scientist in, in, uh, China that did the CRISPR babies, he like posted that they were bio weapons.
- ▶ 27:47 Ben Lamm I don't even remember, like, a decade ago when people were like, ah, you can't, you, like, San Francisco, like, temporarily put, like, this moratorium of investing in facial recognition because China was doing some bad stuff, isolating…
The $2.5B Drone Company Trying to Become the Toyota of Defense
- ▶ 0:27 Soren Monroe-Anderson China has been the biggest beneficiary because they've been supplying both sides of the war, probably making tens of millions of drones per year easily, maybe in the hundreds of millions. 2 times in the scene
- ▶ 10:31 Molly O'Shea So how many drones does China produce a year? 12 times in the scene
- ▶ 16:07 Molly O'Shea What do you think about China selling to both sides? 5 times in the scene
- ▶ 19:10 Soren Monroe-Anderson Um, that meant that we had gone and de-China-fied our core components.
- ▶ 30:18 Soren Monroe-Anderson I agree, but there's actually so much new industry, um, that didn't exist in the first place, and it's not, I think the misconception is not look back to history, but actually look forward and realize how do we do this better than what… 3 times in the scene
Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- ▶ 19:17 Michael Hurlston China is a difficult market, right? 5 times in the scene
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
- ▶ 49:06 unnamed speaker There's, you know, it's nice in the summers here to go to Italy or to go to France where we are today, but if you want to build, you know, the biggest companies in the world, you need to look past that and you need to understand that…
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- ▶ 55:34 Cyan Banister And then what's really going to happen is China will sell our art back to us. 2 times in the scene
- ▶ 1:14:52 Cyan Banister If we can somehow work out our stuff with China, manufacturing will come back.
Brian Armstrong: Rebuilding Coinbase Around Intelligence · Sourcery with Molly O'Shea
- ▶ 11:00 Brian Armstrong Um, it's the big, it's the largest, it's, it's the, I'd say it's the most free large economy, much more free than, say, China, right?
Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
- ▶ 1:20:47 Mark Pincus Like, it was me and Max Lefgen and a bunch of college kids and people in China.
SpaceX Hit $2 Trillion. Now Everyone Wants a Jet · Sourcery with Molly O'Shea
- ▶ 56:27 Molly O'Shea Taiwan, the next he's in China, he's in DC.
Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo · Sourcery with Molly O'Shea
She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea
- ▶ 3:38 Jackie Reses There was like hedge funds and activists trying to force Yahoo to sell their stock, and agreements that were going to cost Yahoo tens of billions of dollars, and so I go into this situation having never been to China, and I show up in… 10 times in the scene
- ▶ 10:38 Jackie Reses Jack Ma is an incredible visionary, and he is very big picture and thinks conceptually about concepts like, I want to change what middle class looks like in China. 4 times in the scene
Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- ▶ 23:32 Jaimin Rangwalla Um, even in China, like every one of the big internet companies has their own claw concept.
How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea
- ▶ 1:06:24 Teresa Carlson Permitting around things like critical minerals, uh, energy, things that help us build out all this infrastructure, and that's going to be a big focus for us, really working with lawmakers on how can we support efforts to make sure that…
Figure's First Full HQ Tour: From the Lab to the Factory Floor · Sourcery with Molly O'Shea
- ▶ 42:40 Molly O'Shea Have you had any supply chain risks, whether it's with China or other countries?
300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- ▶ 0:56 Kyle Harrison The problem is now that China is doing that today.
- ▶ 16:26 Kyle Harrison It's actually we, you lack the iterative cycle to stay anywhere close to the cutting edge, so to your point, it's not only that everything is super expensive and super delayed, it's actually not anywhere close to the cutting edge either,… 4 times in the scene
- ▶ 20:12 Kyle Harrison Uh, I think it was like in twenty-twenty-two even, um, President Biden openly acknowledged that, that China represented an existential threat. 3 times in the scene
- ▶ 46:46 Kyle Harrison Australia is sort of, like, the, the tip of the spear for that effort, because they are right there in the Pacific, close to China, um, Taiwan is, you know, nearby, like,
- ▶ 48:59 Kyle Harrison And I think the other thing to understand is that we are sort of staring down the barrel of a large, a potential large scale conflict with China. 5 times in the scene
- ▶ 1:01:10 Kyle Harrison Because one of the problems too with complaining and trying to send up a flare is that if you don't then have a solution, it's difficult to rally people, and also you didn't have a lot of urgency because you didn't have China rising as a…
- ▶ 1:05:50 Molly O'Shea Are trying to build off of an American supply chain versus ones that do rely on adversarial nations, whether it is China, which, you know, that does touch a lot of things.
- ▶ 1:09:46 Kyle Harrison The problem is now that China is doing that today.
- ▶ 1:17:56 Kyle Harrison If you engage in conflict, but also for our allies, where we want to make them what Palmer calls prickly porcupines, where we want Taiwan to be prickly enough that China doesn't think it's worth it to step on them.
- ▶ 1:25:24 Kyle Harrison They thought it was just a matter of time until countries like Russia or even China
Skydio HQ Tour: The $3.5B Bet on American Drone Manufacturing with CEO Adam Bry · Sourcery with Molly O'Shea
Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry · Sourcery with Molly O'Shea
- ▶ 5:02 Adam Bry We find ourselves in a position of really being the only company in the world, certainly the only company outside of China that's capable of delivering these things reliably at scale.
- ▶ 17:12 Molly O'Shea China. 7 times in the scene
- ▶ 19:37 Adam Bry Originally, like, if you roll back 12 years, basically all drones and all drone components were made in China. 6 times in the scene
Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
- ▶ 0:54 Hannan Happi And so you don't have to go import something from China.
- ▶ 6:57 Hannan Happi We need to make this using raw materials that don't come from China, that are not rare earth minerals.
- ▶ 17:22 Hannan Happi And you don't have to go import something from China.
A Rare Look Inside Applied Intuition’s Physical AI Garage · Sourcery with Molly O'Shea
- ▶ 20:13 Qasar Younis We're not working in China. 3 times in the scene
- ▶ 28:13 Molly O'Shea You went on a China tyrant.
Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook · Sourcery with Molly O'Shea
- ▶ 14:08 Alex Bouaziz Shuo was born in China, moved around as well.
- ▶ 38:08 Alex Bouaziz Like, he was in China.
- ▶ 1:03:46 Alex Bouaziz Um, she went on to build a great company, uh, in, you know, in our purification, so like hardware in China.
Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
- ▶ 16:00 Alex Immerman Uh, China has done a really good job on that front, and I think, like, the US, like, needs Elon, needs to continue to push that forward.
Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea
- ▶ 1:02:30 unnamed speaker Across the world, particularly with China.
Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia · Sourcery with Molly O'Shea
- ▶ 19:26 Shaun Maguire No one else has outside of China.
- ▶ 22:15 Shaun Maguire The total global launch market, it depends how you count it, it depends how you count China, some of the government launches, but I would say in 2019 it's probably like a five, six billion dollar market, like addressable market.
Data Centers in Space? Armada’s CEO on SpaceX and the Edge · Sourcery with Molly O'Shea
- ▶ 0:38 Dan Wright In a few years, what's going to happen is either the world is going to be running on the USAI stack, or it's going to be running on the Chinese AI stack. 3 times in the scene
- ▶ 9:57 Dan Wright Part of the full stack approach, and also with Star Shield, I mean, that's a huge advantage that we have when you think about, you know, some of the conflicts that are going on, and people talk to me a lot about this race that we're in…
- ▶ 12:43 Dan Wright That's our competitive advantage versus China. 3 times in the scene
- ▶ 15:05 Dan Wright and then I'll give some other examples, but if you think about a military example, if you look at where a lot of these conflicts happen now, it's in the Pacific, it's, you know, in the Arctic, obviously there, I think there was a recent…
- ▶ 20:38 Dan Wright Also partners in different specific industries that we're focused on, we're very focused on American AI and energy dominance, and so all of the energy companies that, um, are already working with oil and gas companies, mining companies,…
Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
- ▶ 23:01 Molly O'Shea Um, what are your biggest learnings of vertically integrating and manufacturing yourself versus China? 2 times in the scene
I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
- ▶ 9:20 Molly O'Shea Well in China, don't they regulate that every new ship that's built or every boat that's built has to be certified to be able to carry military vehicles on it? 4 times in the scene
- ▶ 39:21 Adam Goldstein It was, uh, you know, one of my engineers was set up to look like he was, uh, like a Chinese spy, and it was totally faked.
- ▶ 44:31 Adam Goldstein It was a Chinese brand I'd never seen before, and so it was definitely like a major red flag. 2 times in the scene
Palmer Luckey on UFOs, Anduril, Invisibility Tech, & Moon Wars · Sourcery with Molly O'Shea
- ▶ 17:36 Palmer Luckey These are people who are, we are concerned about adversaries like Russia and China and Iran that are armed with very, very high
- ▶ 24:53 Palmer Luckey China's hundreds of times ahead of it.
Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
- ▶ 7:11 Trae Stephens Um, you know, China is playing a subsidized subsidization game, uh, with all of their kind of domestic national champions, uh, and they're also running a very effective 40 chess strategy with the Belt and Road Initiative, which has put the… 3 times in the scene
- ▶ 9:21 Trae Stephens Uh, to lower cost labor, uh, locations like China.
Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
- ▶ 17:49 Brian Schimpf You've got China doing constant aggression on the Philippines and the South China Sea.
- ▶ 24:48 Brian Schimpf And these are industrial policy things that now, for the first time in decades, we've, you know, taken honestly the fact that China wasn't playing the free trade game that we were playing, that they were using their state power to create… 3 times in the scene
Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea
- ▶ 6:43 Brian Schimpf You've got China doing constant aggression on the Philippines and the South China Sea.
- ▶ 13:29 Trae Stephens Uh, to lower cost labor, uh, locations like China.
- ▶ 29:06 Palmer Luckey These are people who are, we are concerned about adversaries like Russia and China and Iran that are armed with very, very high levels of technology, and they're, if anything, the optical camouflage in some ways actually makes you easier…
Inside the Myths: Emil Michael on Palantir, SpaceX, Anduril & the Modern DoW · Sourcery with Molly O'Shea
- ▶ 0:42 Emil Michael Competition with Lyft, like competition with China, you know, same thing.
- ▶ 3:20 Emil Michael Competition with Lyft, like competition with China, you know, same thing.
- ▶ 5:31 Emil Michael One thing that happened in the last, especially the last four years, but really over, over the time period since the war on terror ended, um, is China started investing in really sophisticated capabilities.
- ▶ 11:48 Emil Michael That means it could get from China to the U.S. in 30 minutes. 2 times in the scene
- ▶ 18:38 Emil Michael Ah, well, the three I'm most proud of, ah, in a very recent term, is we've done three deals for critical minerals, ah, to reduce our dependency on China in like, 45 days.
- ▶ 21:00 Emil Michael Chinese are doing their distilling models. 3 times in the scene
What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund · Sourcery with Molly O'Shea
- ▶ 55:44 Bradley Tusk So if you were China and you had the ability to install an American and control an American president, there's like an old movie called The Venturing Candidate that's about that.
- ▶ 1:02:31 Molly O'Shea And then also MP materials, which by the way, like manufacturers, a lot of their magnets through China. 3 times in the scene
$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
- ▶ 0:59 Molly O'Shea You mentioned a bit on China and DJI. 7 times in the scene
- ▶ 3:57 David Ulevitch Um, I think we're gonna have lights out factories the way they do in China.
- ▶ 7:51 David Ulevitch You know, China's making x number of ships per year.
How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund · Sourcery with Molly O'Shea
- ▶ 20:30 David Ulevitch One is that there's just increasing realization, whether you look at what's happening in the Ukraine, or you look at what's happening from, um, across the Pacific Ocean in China, their ability to build ships is much, much faster than ours. 4 times in the scene
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- ▶ 6:47 Michael Barton It's internet, China internet, cloud, and then we have a pretty tight knit team.
CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea
- ▶ 0:09 Andy Lowery Like Andrew's very me too to China. 2 times in the scene
- ▶ 5:17 Andy Lowery The same is true with the physical cyber is what I'm going to call six domain type stuff where you have computers that are flying or computers that are in boats or computers that are in robot men that are starting to walk the fields… 3 times in the scene
- ▶ 9:53 Andy Lowery You know, you see folks from China, you see folks from Iran, but you see folks like the Houthis who don't even have their own country, but they're able to participate.
- ▶ 16:34 Andy Lowery You have to go to China and military doesn't want to buy
- ▶ 40:55 Joshua Steinman There are reports to Congress, open testimony by directors of national intelligence that the Chinese and the Russians and the Iranians and the North Koreans, but especially the Chinese, have been prolific in their efforts in the cyber… 5 times in the scene
Joby, Dirac & Allen Control: The Future of Air, AI Factories & Defense Tech · Sourcery with Molly O'Shea
- ▶ 32:42 Philip Ehrenstein Um, that Connecticut based facility was like offshore to China. 2 times in the scene
Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
- ▶ 25:46 Navin Chaddha Their competitors in China, just the top two players are worth, one is worth seventy billion, the other is worth fifty billion.
Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- ▶ 1:12:28 Pete Shadbolt TSMC, uh, Global Foundries, Samsung, Intel, uh, SMIC in China.
- ▶ 1:19:57 Molly O'Shea Everything from cybersecurity, code breaking, China, and just these like overall doom narratives. 3 times in the scene
The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
- ▶ 33:25 Billy Talheimer Moving around island chains in the Pacific, you know, Guam is about as close as the U S gets to China.
Meme Lord CEO Raises $22.5M Series A for Hello Patient · Sourcery with Molly O'Shea
- ▶ 50:35 Molly O'Shea China.
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