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How to Invest $1 Billion in Consumer Tech, with Goodwater Capital

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The Impossibility of Investing in China

Goodwater doesn't invest in China anymore, but you did previously. Can you comment on what your take is on sentiment in the US about investing in China? It seems like such a shame that we've come to this point where it's impossible on both sides to do anything. We're not China experts, but I do hope that there continues to be great cross-border learnings from one another.

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