Shenzhen
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 21, 2025 by David Ulevitch · said 6 times in 4 episodes since 2025 · across every show →
Mentions by year
brought up most by Ashlee Vance (2), Adam Bry (2), Patrick McGee (1), David Ulevitch (1)
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2026 2 mentions in 1 episode
2025 4 mentions in 3 episodes 1 per episode
- Ashlee Vance: Stories from Elon, Palmer Luckey, Bryan Johnson & Priscilla Chan · Sourcery with Molly O'Shea
- $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
- Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about Shenzhen, oldest first
Nov 21, 2025 negative
Ulevitch: China is far more advanced than US in defense shipbuilding and manufacturing
“If you've ever been to Shenzhen, which I went to even before I joined in recent Horowitz and saw the manufacturing capabilities of advanced, advanced manufacturing, robotics manufacturing you know, and then now we see the defense like shipbuilding manufacturin…”
Apr 23, 2026 bullish
Bry: The East Bay can become a hardware hub like Shenzhen
“I think, actually, the East Bay, where we are near the Bay Area, has great potential for this. Like, there's some alternate universe Where this looks like what Shenzhen looks like, and I don't think there's anything fundamentally that should stop us from getti…”