The Prof G Pod with Scott Galloway

China Decode: The U.S. Attack on Venezuela is All About China

154 snips
Jan 6, 2026
Beijing's reaction to the U.S. takeover of Venezuela underscores its energy stakes and strategic interests. The hosts discuss how China's response may favor a long-term strategy over immediate military action. In the electric vehicle sector, BYD has surged past Tesla, hinting at shifts in the auto industry. Additionally, China's rise as a luxury food producer, especially in caviar and truffles, reflects its growing influence in gourmet markets. These developments illustrate the intertwining of trade, geopolitics, and global competitiveness.
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INSIGHT

Venezuela Is A Strategic Foothold

  • Venezuela matters to China as energy supplier, major debtor, and strategic foothold in Latin America.
  • The U.S. takeover of Venezuela forces Beijing to decide between short-term retaliation and playing a long strategic game.
INSIGHT

China Likely To Play The Long Game

  • China is unlikely to launch immediate military retaliation over Venezuela and will probably play the long game.
  • Beijing will watch U.S. focus (Western Hemisphere vs. Taiwan) before escalating on Taiwan or the South China Sea.
INSIGHT

Two‑Track Chinese Strategy

  • Beijing will likely run a two-track approach: soften trade ties while strengthening military readiness.
  • Xi may 'speak softly and carry a big stick' to manage losses while preserving core priorities like Taiwan.
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