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China

6 statements across 5 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Mar 3, 2025 by Amado Guloy · said 40 times in 20 episodes since 2023 · across every show →

Mentions by year

brought up most by Josh Muccio (8), Amado Guloy (7), Dawn Dixon (6), Dan Brown (3), Xiao Wang (2), Sarah Cohn (2), Luke Barkley Young (2), James Altucher (1)

tap a year for its mentions
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01020202320242025episodes it came up in
001.3102.520202320242025episodesmentions per episode
2025 37 mentions in 17 episodes 2 per episode
2024 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about China, oldest first

Mar 3, 2025 bullish
Disclosure
Rex Animal Health focuses seed fundraising on APAC expansion
“We're taking this raise to really focus on the APAC region, particularly Australia, New Zealand, and China.”
Amado Guloy Mar 3, 2025 ▶ 14:12 #25 Rex
Mar 3, 2025 neutral
Assertion Partly supported
Amado Galoi claims New Zealand produces 35% of global dairy supply
“They produce 35% of dairy in the world, and they sell it a lot to China.”
Amado Guloy Mar 3, 2025 ▶ 14:35 #25 Rex
Mar 3, 2025 positive
Assertion Partly supported
Japan and China have one vending machine for every 23 people
“Other countries like China and Japan, where there's one machine for every 23 people selling a product.”
Dawn Dixon Mar 3, 2025 ▶ 9:27 #31 Are Vending Machines the Future of Retail?
Mar 3, 2025
Assertion Partly supported
Dixon: Japan has one automated vending machine for every 23 people
“Other countries like China and Japan, where there's one machine for every 23 people selling a product.”
Dawn Dixon Mar 3, 2025 ▶ 9:58 Is the ICO Gold Rush Over?
Mar 4, 2025
Disclosure
Nadel: Many Forefront hardware portfolio companies shifted manufacturing out of China
“Our portfolio companies that, that sell hardware, many of them shifted their supply chain or their factory sources out of China when the tariffs went into effect you know, a while ago.”
Phil Nadel Mar 4, 2025 ▶ 16:13 #90 How Startups Can Succeed in a Pandemic 2
Apr 30, 2025 bearish
Opinion
Elias: Chinese oversupply keeps battery prices at unsustainably low levels
“I really think the battery industry specifically is artificially constrained by the oversupply, obviously, that we know from China, and that keeps the prices at a lower level than what's probably sustainable.”
Gabe Elias Apr 30, 2025 ▶ 25:25 Will VCs Back 3D-Printed Conformal Batteries?
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