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China's Acquisition Spree, TikTok's Survival Deal, Intel Slips | Tuhin Srivastava, Bryce Strauss, Max Spero, Russ d'Sa

36 snips
Jan 23, 2026
Russ d'Sa, CEO of LiveKit, scaled a real-time voice/video startup into voice AI power. Max Spero, CEO of Pangram Labs, built fast tools to spot AI-generated content. Bryce Strauss, co-founder of Nominal, brings telemetry and engineering software to race teams. Tuhin Srivastava, CEO of Baseten, solves enterprise AI inference and deployment. They talk growth, voice UX and latency, detecting AI slop, racing telemetry, and inference infrastructure.
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INSIGHT

China Is A Huge Chip Importer

  • China is the world's largest importer of semiconductors and has run a chip trade deficit since 2005.
  • Many electronics shipped from China contain chips fabbed in Taiwan or the West before assembly in China.
ANECDOTE

MG's Revival Under Chinese Ownership

  • John recounts MG's history from British origins to acquisition by Nanjing Automobile and revival under SAIC.
  • Since 2019 MG has become China's most exported car with most sales outside the U.S.
INSIGHT

Buying Brands Accelerates Market Power

  • Chinese manufacturers buy heritage Western brands to accelerate global brand presence using efficient supply chains.
  • Buying brands lets China own more of the stack faster than building iconic brands from scratch.
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