Jensen Huang pushes back on common misconceptions about China's tech capabilities, arguing the West is dangerously underestimating its competitor.
He challenges three narratives he's heard:
"They could never build AI chips. China can't manufacture. If there's one thing they could do is manufacture. And they're years behind us? Come on. They're nanoseconds behind us."
Jensen explains why China is such a formidable competitor, starting with talent and work ethic:
"Don't forget that China has some of the best entrepreneurs in the world because they came from some of the best STEM schools in the world. They're the most hungry in the world."
He references the infamous "996" culture (9am to 9pm, 6 days a week) and notes that China is producing the most AI engineers in the world.
Beyond talent, Jensen highlights a structural advantage most people overlook:
"They are very lightly regulated, right? Less regulated, ironically, than we are in a capitalist system."
He pushes back on the assumption that central governance means top-down control:
"The genius of China was distributed economic systems. All of these 33 provinces and all the mayors… has driven enormous amount of internal competition, internal economic vibrancy."
The result, Jensen argues, is a country that is "creative, hungry, fast-moving, underregulated."
Looking ahead, Jensen says he takes China's stated goal of being an open market at face value:
"What's in the best interest of China is for foreign companies to invest in China, compete in China… and they would also like to come out of China and participate around the world."
For Jensen, the American tech industry is a national treasure, and the answer is simple:
"Why would we not allow this industry to go compete for its survival?"
I love working with drop shippers
Say what you want about them but they’re the best clients to have
Rich. Cool dudes. They move with a sense of urgency.
Worst people to work with by FAR are clothing brand owners
They’re broke , dumb and don’t know anything about business
my business partner of 6 years gifted me a fucking beast of a car. Xiaomi SU7 Ultra fully specked 1500hp 0-60 1.9. he’s the fucking goat bro. he said it’s waiting for me at my apartment 😭. faster than a bugatti i’ve never driven a car w this much power.
dudes got hundreds of injection molding machines running 24/7, and his output is fkn ridiculous. His main clients are Apple & Google. But yeah it just hits differently seeing it in person & understanding the reality of the manufacturing situation while this trade war is going on.
With my boy at his dads factory rn in Dongguan; he produces molds and products for Foxconn aka Apple along with other big names; and this factory visit has showed me how we obviously can’t replicate what they’ve built out over here at scale anytime soon in the states..