a16z Podcast/Balaji and Dan Wang: The Engineering Sta...

Chinese market access has expanded as a function of all these trade deals that Xi has recently inked as a function of the reverse thing on the tariffs.

a16z Podcast · Balaji and Dan Wang: The Engineering State vs Lawyerly State

“And, actually, also with these tariffs, China's been doing trade deal after trade deal.”

34:38 / 35:13

And, actually, also with these tariffs, China's been doing trade deal after trade deal. And by the way, that also is why I think Xiaomi or, you know, BYD, DJI, their market caps will probably rise because Chinese market Chinese market access has expanded as a function of all these trade deals that, you know, Xi has recently inked as a function of the reverse thing on the tariffs. Okay. Then the v three, so that is like the first is, you know, USA is still 1945. It's gonna win. China sucks. The second is actually China's super strong, and it's good. Everything will be fine. The v three argument is basically

Why this clip

Contrarian take on tariff impacts suggesting Chinese companies like Xiaomi and BYD will benefit. Challenges conventional wisdom about trade war effects, though the phrasing is somewhat convoluted and less immediately quotable.

34:38 - 35:1334sBusiness Mechanics

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