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David Ulevitch says America must prioritize its asymmetric advantages over direct competition with China. “I don't think we can actually win in our shipbuilding capabilities against China. They have such a huge advantage and head start, but maybe we can build 400 hypersonic missiles that can't be intercepted that... show more

a16z

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51,498 просмотров • 8 месяцев назад •via X (Twitter)

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Can the US beat China in the competition for humanoids and robotics? Andrew Kang believes the United States is ahead in a number of key areas, but China is a formidable competitor that we must take seriously. It is important America wins.

Can the US beat China in the competition for humanoids and robotics? Andrew Kang believes the United States is ahead in a number of key areas, but China is a formidable competitor that we must take seriously. It is important America wins.

Anthony Pompliano 🌪

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David Ulevitch on how AI is transforming categories like energy, drones, logistics, and public safety: “You can look from any dimension and recognize that AI is transforming all of these categories, as it should.” “AI is just transforming all of these industries, dramatically, and we’re all the beneficiaries.” Source: David Ulevitch 🇺🇸 on sourcery with Molly O’Shea

David Ulevitch on how AI is transforming categories like energy, drones, logistics, and public safety: “You can look from any dimension and recognize that AI is transforming all of these categories, as it should.” “AI is just transforming all of these industries, dramatically, and we’re all the beneficiaries.” Source: David Ulevitch 🇺🇸 on sourcery with Molly O’Shea

a16z

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Palmer Luckey believes the U.S. can still outpace China in defense innovation: "I truly do not believe that [China is] too far ahead. There are a lot of advantages that the United States can still bring to bear.” "Even if there's only a 1 in a million chance that we go into a hot war with China... you should be really glad that there's a bunch of nutty people like me... who believe that we can win that fight.” "Remember our goal is not to beat China in a fight necessarily. It's to deter them from invading in the first place." "Even if I'm wrong, this country needs people like me who believe that it isn't [too late]." Source: Palmer Luckey on Honestly with Bari Weiss Palmer Luckey Bari Weiss Honestly with Bari Weiss

Palmer Luckey believes the U.S. can still outpace China in defense innovation: "I truly do not believe that [China is] too far ahead. There are a lot of advantages that the United States can still bring to bear.” "Even if there's only a 1 in a million chance that we go into a hot war with China... you should be really glad that there's a bunch of nutty people like me... who believe that we can win that fight.” "Remember our goal is not to beat China in a fight necessarily. It's to deter them from invading in the first place." "Even if I'm wrong, this country needs people like me who believe that it isn't [too late]." Source: Palmer Luckey on Honestly with Bari Weiss Palmer Luckey Bari Weiss Honestly with Bari Weiss

a16z

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President Trump is PITCH PERFECT on trade relations with China. Notice he is open to lowering tariffs, but only IF China opens up its markets to America: "China has a tremendous trade surplus with us, and we just can't have that ... I would like to see China opened ... You can't compete when you're not allowed to go there. China is the number one example of that. They are very closed."

President Trump is PITCH PERFECT on trade relations with China. Notice he is open to lowering tariffs, but only IF China opens up its markets to America: "China has a tremendous trade surplus with us, and we just can't have that ... I would like to see China opened ... You can't compete when you're not allowed to go there. China is the number one example of that. They are very closed."

Charlie Kirk

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ElevenLabs CEO Mati Staniszewski says that research is a head start and product ecosystem creates a moat: “The way we think about it, research is head start.” “We can give advantage to the customer earlier. And it's 6-12 month of advantage.” “You have research, product in parallel that extends that, but the thing that will really give that long-term value is the ecosystem that you create around, whether that's the brand and distribution, whether that's the collection of voices you can have, the collection of integrations you can build, the workflows that you can build.” Source: ElevenLabs CEO Mati Staniszewski on No Priors with sarah guo and Elad Gil

a16z

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Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸

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a16z

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🇺🇸🇨🇳 TRUMP: IF CHINA DON'T DO BUSINESS WITH US, THEY'RE IN BIG TROUBLE "And if they don't do business with us, I think China is in big trouble. I'll be honest with you. I think China is... I don't know that they even make it. I believe that they're in big trouble. But we have to thrive together." Source: Aaron Rupar

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Mario Nawfal

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Marc Andreessen explains that America can win the future of manufacturing by building the advanced products of the future in highly automated factories that create well-paying, high-skilled “blue-collar-plus” jobs: “What you have is a large number of jobs, that are, call them ‘blue-collar-plus jobs’, and then also white-collar jobs, and all the associated service jobs around those that are building and maintaining that new kind of plant to build that new kind of thing.” “I think what you can do is you can leap forward on the nature of the product you’re building.” “By the way, if we don’t do that, all of those things are going to get made in China.” “What an amazing story it would be for America in the 21st century, which is we reindustrialize not to build the products of the past but to build the products of the future.” Marc Andreessen 🇺🇸

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a16z

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School is in session 🚨 Don't think CBS will be inviting John Solomon back on anytime soon, after this lesson in what China can do with (220M) names They did this to let as many illegals in that could get here... bc they can't win unless they cheat And the media's OK with it

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'India - along with China and America - will be one of the principal powers of the 21st century. It will not be an ally of America or dependent on the US. It will be a near equal power. We can cooperate with India if we respect its independent interests,' says author David Frum

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"Why does our FDA still incentivize all of this innovation to go to China?" Tweets from Zach Weinberg: "You can go to China, you can run a first-in-human study in a Chinese population at a Chinese hospital, you get your result, and then you can take that result back to America and skip the line." "I don't have to redo that Phase 1 and Phase 2 in a Western nation. I can use my Chinese data to open a Phase 3 study here and go for an approval." "Think about the incentive structure for a US biotech. You have to go to China. There is no alternative path because you've got competition on the other side who is racing ahead with infrastructure that you can't use." "We don't inspect, we don't audit, we don't send inspectors to these clinical trial sites. We have no idea what's actually going on." The Hill & Valley Forum 2026 The Hill & Valley Forum

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The Hill & Valley Forum

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“Coaches that play it conservative can win. Sometimes they just can't win enough. Risk takers tend to have a chance to win it all.” “I think he has the calculated risk factor in his DNA that I think we need if we're gonna take a step forward.”

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"I think this team knows that we've got something here and that we can win games and have the ability to be a good team. I don't think that's lost on us."

"I think this team knows that we've got something here and that we can win games and have the ability to be a good team. I don't think that's lost on us."

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U.S. President Donald Trump on Iran: "Just over the last couple months with the protests, they killed at least 32,000 protesters. They already developed missiles that can threaten Europe and our bases overseas, and they're working to build missiles that will soon reach the United States of America. We are in negotiations with them, they wanna make a deal but we haven’t heard those secret words we will never have, a nuclear weapon, my preference."

U.S. President Donald Trump on Iran: "Just over the last couple months with the protests, they killed at least 32,000 protesters. They already developed missiles that can threaten Europe and our bases overseas, and they're working to build missiles that will soon reach the United States of America. We are in negotiations with them, they wanna make a deal but we haven’t heard those secret words we will never have, a nuclear weapon, my preference."

Open Source Intel

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ELON MUSK: "It's important to appreciate that in most areas, China is very advanced in manufacturing. There's only a few areas where it is not. China is a manufacturing powerhouse. Maybe if you start getting to hundreds of millions of humanoid robots a year, I think you're going to be the most competitive country by far. We definitely can't win with just humans because China has four times our population. So we can't win on the human front. Our birth rate has been low for a long time. The US birth rate's been below replacement since roughly 1971. So we definitely can't win on the human front, but we might have a shot at the robot front."

ELON MUSK: "It's important to appreciate that in most areas, China is very advanced in manufacturing. There's only a few areas where it is not. China is a manufacturing powerhouse. Maybe if you start getting to hundreds of millions of humanoid robots a year, I think you're going to be the most competitive country by far. We definitely can't win with just humans because China has four times our population. So we can't win on the human front. Our birth rate has been low for a long time. The US birth rate's been below replacement since roughly 1971. So we definitely can't win on the human front, but we might have a shot at the robot front."

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"My biggest worry is... the perception of technology in America." Ben Horowitz on why optimism about AI is critical: "Over 70% of people in China are optimistic about AI. And less than 30% in America or something like that were optimistic about AI." "We're very focused on the dangers of AI here and not on the positive things." "We're going to... end traffic deaths. We're going to cure cancer. We're going to end poverty as we know it." "Those are pretty good things." "The positive uses of the technology are extremely positive. The negative ones are there, but we can manage them, in the same way we've managed the negative of every technology." "Starting with fire, which has very bad consequences — it can burn down your village... but it also heats your house, and cooks your food, and does some very wonderful things." benahorowitz.eth with David Ulevitch 🇺🇸

"My biggest worry is... the perception of technology in America." Ben Horowitz on why optimism about AI is critical: "Over 70% of people in China are optimistic about AI. And less than 30% in America or something like that were optimistic about AI." "We're very focused on the dangers of AI here and not on the positive things." "We're going to... end traffic deaths. We're going to cure cancer. We're going to end poverty as we know it." "Those are pretty good things." "The positive uses of the technology are extremely positive. The negative ones are there, but we can manage them, in the same way we've managed the negative of every technology." "Starting with fire, which has very bad consequences — it can burn down your village... but it also heats your house, and cooks your food, and does some very wonderful things." benahorowitz.eth with David Ulevitch 🇺🇸

a16z

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Palantir’s Greg Little on boosting America’s shipbuilding with the US Navy: “Many of our ships and subs right now are sitting in a dry dock waiting on repair.” “We need to build more things. We’re getting destroyed by China in shipbuilding— they can out produce us 200 to 1.”

Palantir’s Greg Little on boosting America’s shipbuilding with the US Navy: “Many of our ships and subs right now are sitting in a dry dock waiting on repair.” “We need to build more things. We’re getting destroyed by China in shipbuilding— they can out produce us 200 to 1.”

sourcery

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🚨 JUST IN: President Trump says China was "HOPING I WAS WATCHING!" their massive military parade, joined by Vladimir Putin and Kim Jong Un. "I think we helped China very much when they talk about 'freedom,' and I don't believe...maybe I'm wrong...that America, the US, was acknowledged for helping China to gain its freedom."

🚨 JUST IN: President Trump says China was "HOPING I WAS WATCHING!" their massive military parade, joined by Vladimir Putin and Kim Jong Un. "I think we helped China very much when they talk about 'freedom,' and I don't believe...maybe I'm wrong...that America, the US, was acknowledged for helping China to gain its freedom."

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