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
Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
- ▶ 0:37 Patrick McGee What attracted Apple to move to China in the 2000 was not tech competence. 3 times in the scene
- ▶ 2:04 Molly O'Shea You wrote Apple in China. 10 times in the scene
- ▶ 5:19 Patrick McGee Once you consider that China's like America's great adversary in the 21st century.
- ▶ 6:38 Patrick McGee Yeah, to be fair, I'm actually pretty sympathetic to, um, why Apple is manufacturing in China at all, and then sort of why they get squeezed in the early 2010, um, and make those decisions. 9 times in the scene
- ▶ 12:08 Molly O'Shea What does it take to actually manufacture in China?
- ▶ 22:57 Molly O'Shea Do you think they'll manufacture this in China? 4 times in the scene
How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic · Sourcery with Molly O'Shea
- ▶ 0:35 Drew Oetting Part of that, I think we can address through, you know, regulatory policy and other stuff like that, but part of it's just functionally, like, you know, we're not gonna pay people what they pay people to work in China building facilities.
- ▶ 45:12 Drew Oetting We can address through, you know, regulatory policy and other stuff like that, but part of it's just functionally like, you know, we're not going to pay people, but they pay people to work in China building facilities, so people need to…
Rainmaker’s Secret AI Plan for Superintelligent Weather | Cloud Seeding · Sourcery with Molly O'Shea
- ▶ 0:57 Augustus Doricko We're closing the gap on drone capabilities, but it's no surprise China's ahead there. 3 times in the scene
- ▶ 11:43 Augustus Doricko We're probably at parity or just behind China, um, where Rainmaker has a pretty cool drone. 7 times in the scene
- ▶ 14:03 Augustus Doricko Our, the Remaker is developing right now are significantly more safe than anything that China has dispersed thus far.
- ▶ 15:29 Molly O'Shea Um, are you worried about public perception taking this down and ultimately helping China win?
- ▶ 29:56 Alex Levy So, you know, we've talked, we talked about exports from China.
- ▶ 44:24 Molly O'Shea Um, okay, so going to the China angle of this, right now, markets predict that there's a 29% chance that China overtakes the US economy measured by GDP by 2030. 2 times in the scene
How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
- ▶ 0:33 John Maslin If you're just copying and pasting China and trying to build a manufacturing business around that, you are doomed. 4 times in the scene
- ▶ 4:53 John Maslin And we saw that China was producing over 90, up to 94% of the global supply and the US was producing less than one percent.
- ▶ 7:41 John Maslin If America does not start manufacturing things, we're going to have to ask China what we're allowed to build and buy in five years.
- ▶ 9:07 John Maslin So when we initially started this company, one thing that we realized is it was phenomenally challenging to fully decouple from China outside of ownerships or any type of financial mechanism that ties you, JVs, partnerships, subsidiaries. 4 times in the scene
- ▶ 24:05 John Maslin Uh, and actually the, the Chinese export ban on Rares happened five days later the same week on April fourth.
- ▶ 26:21 John Maslin When you think about the execution plus what's happened, uh, with the geopolitical, you know, trade war where rare earths and rare earth magnets become kind of the centerpiece between the U S and China, the demand has been completely…
- ▶ 29:26 Molly O'Shea Have you had challenges with that and having to fully decouple from China, especially with the machinery?
- ▶ 32:16 John Maslin But from the first day we said, if you're just copying and pasting China into the United States and trying to build a manufacturing business around that, you are doomed.
- ▶ 37:19 John Maslin Uh, what they've done is if you look at section eight, 44 of the fiscal year, 21, NDAA, they actually banned the use of Chinese magnets and there have been follow on addendums, uh, that say by January first of 20, 27, you need any company…
Nuclear Race to Power Superintelligence · Sourcery with Molly O'Shea
- ▶ 0:50 Molly O'Shea We are behind a lot, especially against China. 3 times in the scene
- ▶ 7:02 Molly O'Shea So we are behind a lot, especially against China. 7 times in the scene
- ▶ 16:04 Isaiah Taylor When you're building in defense tech or deep tech or these, these new technology areas, you're often worried about, uh, China copying your IP and, you know, scaling it out. 3 times in the scene
- ▶ 32:37 JC Btaiche And there's, you know, China has, has, for example, been reliable in electronics manufacturing. 2 times in the scene
- ▶ 35:32 Molly O'Shea Do you think we can catch up to China? 6 times in the scene
Peter Thiel’s $50M Bet on U.S. Uranium Enrichment, General Matter · Sourcery with Molly O'Shea
- ▶ 0:46 Scott Nolan They're worried about U.S. versus China. 3 times in the scene
- ▶ 18:43 Scott Nolan They're worried about US versus China. 5 times in the scene
Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures · Sourcery with Molly O'Shea
- ▶ 0:06 Christian Garrett As in, the math is very difficult for this industry because you have volatile pricing because China floods the market with supply.
- ▶ 12:40 Christian Garrett Um, it's really pricing is in the math is very difficult for this industry because you have volatile pricing because China floods the market with supply and they've sort of hamstringed the mercantilism, the build out of capacity. 4 times in the scene
How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
- ▶ 7:33 Samir Vasavada So I think this about the markets, I think that China is going to outperform and Europe is going to underperform.
Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC · Sourcery with Molly O'Shea
- ▶ 32:50 Rune Kvist Um, it's focused really on downside risk, and we think, uh, in a world where the US is competing on a global scene with China, you really need it to both be fast and secure. 4 times in the scene
How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
- ▶ 2:29 Greg Little So whether you look at rare earth minerals that we're so dependent on with China, if you look at a lot of the capabilities, like chips is a perfect example with Taiwan, uh, we are at immense risk of not having the capacity and more… 2 times in the scene
- ▶ 5:19 Greg Little We're getting destroyed by China in shipbuilding. 5 times in the scene
- ▶ 7:37 Greg Little The real, the real enemy, and so in a lot of ways, I think that's the way we're seeing the defense tech ecosystem and defense ecosystem at large is we have these infighting houses, and at some level they have to unite to be able to… 3 times in the scene
- ▶ 14:55 Greg Little We have lost that, like we talked about earlier, and, um, and we've given that up to China, who can outproduce us in many things. 3 times in the scene
- ▶ 24:21 Greg Little I also think China being more aggressive has made it American companies realize that it is a risk to do business with China economically. 2 times in the scene
Inside Hadrian's $260M Series C to Advance Manufacturing in America · Sourcery with Molly O'Shea
- ▶ 9:23 Chris Power And the story with American manufacturing is that the thesis from the seventies was let's give the Chinese the kind of low skilled tasks and we'll outsource more and more of that, but don't worry, we'll always do the design and the… 3 times in the scene
- ▶ 16:06 Chris Power And the highest risk of China, when we are the weakest and China is the strongest and has to be the most aggressive to take the Pacific theater, which will start with Taiwan, but they won't stop with Taiwan, which, and everyone knows… 9 times in the scene
- ▶ 29:22 Molly O'Shea Do you think Trump will make a new free trade agreement with China? 2 times in the scene
Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
- ▶ 21:54 Stephen Slattery If I'm, you know, previously was buying my brushless motor from China, and now I'm gonna buy it from a US vendor or a Czech vendor, whoever it might be, that is a test campaign that needs to go.
Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda · Sourcery with Molly O'Shea
- ▶ 39:02 Delian Asparouhov And so, like, these, like, super high, like, China, Canada, and, like, you know, you know, Mexico tariffs definitely also impact a lot of, like, Silicon Valley's, like, portfolio companies.
How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
- ▶ 20:17 Gordon Ritter Uh, acceptance and the national security part, we should put in, uh, I, it's one person's opinion, but we need to, to make sure we win this race against, uh, against China in particular.
- ▶ 21:35 Gordon Ritter I think it's pretty clear that China won't be directly involved. 2 times in the scene
Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
- ▶ 6:10 Molly O'Shea You worked at Oculus before, and you, you mentioned you've also been to China and understood their manufacturing.
- ▶ 43:18 Sam D'Amico I think noise in the space, I would describe it as, I would describe it as noise because in some sense, if, um, if you're only casually following along with kind of the electrification of everything, thing that's happening right now, you… 7 times in the scene
- ▶ 50:30 Sam D'Amico So we're going to have to be, um, and ironically, China is going to help us here. 7 times in the scene
Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
- ▶ 37:20 Molly Alter Um, and the threat of Chinese competition as well.
Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- ▶ 33:36 Mark Suster So as we sit here in June of 2024, um, there's an increasing, uh, conflict between China and the Philippines. 3 times in the scene
- ▶ 51:14 Mark Suster Your ability to produce products can determine success or failure of countries, and I would argue that's why companies like Anduril are so important, because the future battleground are going to require a new type of weapon, a new type of… 2 times in the scene
Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
- ▶ 11:21 Chris Power The only way for Americans to be globally competitive with China is
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