China, every mention
79 scenes (2025) · ← back to China
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every year 2025 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
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.
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