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19 results for “china”
Concept98 mentions across episodes
China
Topic5 mentions across episodes
China
Company2 mentions across episodes
China
China's I think it's pretty comfortable now. I mean, that's why China is more confident. For example, 2019 when before COVID, US is largest trading partner of China. And now US fall into the third place or even fourth place now because ASEAN become t
47:13 / 48:15
from transcript47:13 – 48:15
...China spend more money buying the chips than China importing energy. So now USA they are not selling to China. Then The US company losing
53:15 / 54:18
from transcript53:15 – 54:18
...in China will be electric. And so they've been able to blunt this dependence that they have on foreign energy. It's not growing so much, and perhaps it will decline soon enough. And there's all sorts of ways in which they're also very serious about f
45:00 / 46:21
from transcript45:00 – 46:21
...China 2025. And I was pretty constructive that China was gonna figure out a lot of these technologies. And I think that was fairly out of consensus at the time, and I think that was fairly, China has made incredible strides beyond my expectations of,
46:28 / 47:46
from transcript46:28 – 47:46
“Why China is actually conservative while America has become lawyerly”
China's an enduring state. America's a lawyerly state. China actually is on the right in many ways, because Xi is all about the great rejuvenation of the Chinese nation. Even if he's kept the communis
4:19 / 4:53
contrarian take4:19 – 4:53
“China copies American AI breakthroughs but can't make them 10x better”
...sure China is is doing some of that, and there there's a there's a lens on that that says of course that's unfair because you're basically piggybacking on top of work other people have done. You know,
14:57 / 15:44
market insight14:57 – 15:44
...China, China, China, China, China, China. Every conversation, China, China, China. One belt, one road, one belt, one road, one belt, one belt, one belt, one belt, one Yeah. It's important. And the reason we hear about it all the time is because China
1:14:10 / 1:15:17
from transcript1:14:10 – 1:15:17
“Chinese entrepreneurs are fleeing China due to political environment challenges”
...China. I'm sure a lot of them are washing up at your doorstep in Singapore. A lot of amazing Chinese entrepreneurs who have thrown up their hands at the political environment in China.
9:59 / 10:18
market insight9:59 – 10:18
“We need to pave Nevada with data centers to beat China in AI”
...beats China is something that is imperative to the future of safety of The United States. To get there, we need to build data centers the size of Manhattan, maybe the size of Rhode Island. Maybe we ne
10:06 / 10:29
prediction10:06 – 10:29
“There is a race, and when we came to office, we were losing that race. We were behind. We were getting clocked by China, by Australia.”
...clocked by China, by Australia, and other countries that were doing things more efficiently with less red tape. And, we made it a massive priority to say we need to, retain our number one position in
8:57 / 9:28
Consequences8:57 – 9:28
“China's AI advantage isn't tech—it's being forced to optimize”
...say to me that China is somehow not desert not getting the not getting good results in their program because of using inflation, I think that that's not I I think they deserve a lot of credit. Yeah. A
15:51 / 16:29
contrarian take15:51 – 16:29
“That kind of stuff is intolerable when we're competing with China where they're doing phase ones in four weeks. With Australia, that's doing phase ones in six weeks.”
...China where they're doing phase ones in four weeks. With, Australia, that's doing phase ones in six weeks. And so we need to, have more centralized IRBs and we need to streamline the hospital contract
10:08 / 10:50
Bold/Contrarian10:08 – 10:50
...China doesn't have a lot of those products that we have, but they have their own. Yeah. So a couple of companies that made the list are Quark, which is Alibaba's AI assistant on both web and mobile, Daobao, which is ByteDance's AI assistant, also on
6:36 / 8:47
from transcript6:36 – 8:47
...China policy, but we allow them to kinda do what they wanna do. And, you know, the the most obvious example of this was when Joe Biden actually said, like, oh, we wouldn't allow that. And we would militarily intervene if they went into China. And the
38:06 / 39:37
from transcript38:06 – 39:37
...in China, then you have, you know, a a sister factory maybe in Southeast Asia, Latin America, that kind of thing. What has happened now is that those factories now outside of China are also being upskilled, but they're also being more specialized.
7:21 / 8:40
from transcript7:21 – 8:40
...China that China will no longer be in a position to threaten US hegemony.
8:15 / 9:29
from transcript8:15 – 9:29
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