#359 | Jacob Helberg: The Geopolitics of the Great U.S.-China Tech Decoupling
The Realignment
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The Misguided Pricing of the Risk of Investing in China
I genuinely do not understand why a VC in today's environment would be at all morally comfortable investing in AI related funds in China. I think fund managers investing in China are completely misevaluating the underlying risk and mischaracterizing that risk to their all P's. All these billions of dollars that these LPs have given fund managers that are now shipping money in China could potentially be gone overnight. So I think it's totally shameful. It's a terrible business decision.
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