One undeniable trend over the past, let's call it five years, has been the collapse of the Chinese startup sector.
Words found on the source page on Nov 6, 2026.
More from Alexandr Wang
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And so there are many countries – we like to call these “geopolitical swing states” – which could go either way.InterviewBig Technology Podcast: Predictions for AI in 2025Dec 12, 2024
But I think this is going to be one of the under-the-line battles that really defines the course of the next few decades of geopolitics.InterviewBig Technology Podcast: Predictions for AI in 2025Dec 12, 2024
So my expectation is that they will actually deploy AI to their military faster than the U.S., even though the U.S. is ahead on the tech, core technology.InterviewBig Technology Podcast: Predictions for AI in 2025Dec 12, 2024
We're ahead on computational power, thankfully, due to a lot of the export controls that the Commerce Department has put in place, and then on data, it's a little bit of a jump ball.
On the same topics
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These days at a16z I’m mostly working on Speedrun , where we write the first check into brand new startups (up to $1M), and a lot of what we focus on is founder backgrounds/profiles. What are the right ones? How will the profiles change as we enter the age of AI?UnverifiedBlogWhy I still haven't bought into true RSISep 19, 2026
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Everytime they scream that AI is going to kill us all, VCs toss in billions more.BlogThe coming product retention crisisSep 8, 2026
That’s a fair question at the dawn of the AI age when an app might take about as much time to build as editing a Youtube video. So this means average product retention will collapse, and the days of seeing >20% D30 will feel like a dream.
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