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China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

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China's Competitive Edge: Innovation and Startups

This chapter examines China's strategic approach to fostering competition within its industries, contrasting it with the inefficiencies of Soviet state-sponsored companies. It highlights the dynamics of the tech landscape, particularly in LIDAR and electric vehicles, and explores the role of government and startups in driving innovation compared to Western models.

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