Investor Sees 'Depressed' Tech Landscape in China

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  • เผยแพร่เมื่อ 16 ก.ย. 2024
  • Ben Harburg, Managing Partner at MSA Capital, says it's been a challenging time for tech venture capital firms in China, with companies and markets under pressure. He discusses the pockets of investment opportunities he still sees in the country, as well as where the technological rivalry between the US and China might be headed. Harburg speaks with Yvonne Man and David Ingles on "Bloomberg: The China Show."
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ความคิดเห็น • 96

  • @thesheepthemightythecrazy
    @thesheepthemightythecrazy 7 วันที่ผ่านมา +14

    Apple is trying to take 30% cut from Chinese WeChat users lol. The moment it tries, Chinese market closes for the iPhone. GG apple stocks.

  • @husseinhussein466
    @husseinhussein466 7 วันที่ผ่านมา +38

    I understand the white guy but the two Asians looking disappointed by china's advances is crazy....

    • @后宫后
      @后宫后 7 วันที่ผ่านมา +6

      Please tell me what is the relationship between Asians and Chinese?😅

    • @roro-v3z
      @roro-v3z 7 วันที่ผ่านมา

      We Asians have a good relationship with China, generally we prefer China ​@@后宫后

    • @mariajiao4855
      @mariajiao4855 7 วันที่ผ่านมา

      They are white washed, self haters.

    • @mariajiao4855
      @mariajiao4855 7 วันที่ผ่านมา +19

      ​@@后宫后without China, Asia will also be affiliated to the West.

    • @phillip76
      @phillip76 7 วันที่ผ่านมา +8

      Those Asians are token.

  • @charlessmyth
    @charlessmyth 6 วันที่ผ่านมา +2

    So . . . as it also applies to Japan, the real problem is that the vultures of the hedge funds are facing a challenge to find any easy pickings in China :-)

  • @Ianjames1066
    @Ianjames1066 4 วันที่ผ่านมา

    Very cogent review! Thank you!

  • @AIPretendingToBeHuman
    @AIPretendingToBeHuman 6 วันที่ผ่านมา

    From Jaws -- 'this time it's personal' -- we shouldn't have tried to Kidnap the Huawei princess.

  • @MrKenng123
    @MrKenng123 6 วันที่ผ่านมา +2

    I do hope that all economic indicators like industrial production GDP PMI retail sales and consumer confidence will all weaken significantly and be much worse than expected. Thanks.

  • @ta8986
    @ta8986 6 วันที่ผ่านมา +1

    Harburg sounds like a salesperson...

    • @CatchMeOnPort8080
      @CatchMeOnPort8080 5 วันที่ผ่านมา

      He has a billion dollars currently invested in China. He's talking his book

  • @MoonMan3000
    @MoonMan3000 6 วันที่ผ่านมา +4

    Theres no way that Huawei can anywhere near to compete with the most advanced chip from Nvidia without TSMC and especially ASML most advanced chip making equipment😂

    • @erwin734
      @erwin734 6 วันที่ผ่านมา +2

      you misunderstood, they don't have to beat them at all.

    • @alikalexander4656
      @alikalexander4656 6 วันที่ผ่านมา +1

      Sour 😂

    • @eddyr1041
      @eddyr1041 4 ชั่วโมงที่ผ่านมา

      Own market is big enough lots of people ib chiba

  • @chooowi
    @chooowi 6 วันที่ผ่านมา +1

    This little pink is very white

  • @xiangyu3813
    @xiangyu3813 6 วันที่ผ่านมา +2

    Losers try to hamper other's progress.

  • @adriansaw8329
    @adriansaw8329 6 วันที่ผ่านมา +1

    The chip ban was not strict enough with many exemptions etc...spurring them to develop without actually crushing them. A real ban would have worked.

    • @jbwshox
      @jbwshox 6 วันที่ผ่านมา +1

      😂😂the ban already crushed intel and more to come

  • @sakshambhadoria9998
    @sakshambhadoria9998 7 วันที่ผ่านมา +1

    The business environment and investor mood in China is being dampened by the state's crackdown on its billionaires, lackluster economic growth and geopolitical tensions with the West. Not to mention the increased regulatory tightening, falling consumption and rising unemployment.

  • @AJQwertyu
    @AJQwertyu 5 วันที่ผ่านมา

    While the West busy with sanctioning China, China are building their own supply chain and giving huge subsidies to local tech companies. All this pushes improvement in innovation and development in China.

  • @JamesLaumand
    @JamesLaumand 6 วันที่ผ่านมา +2

    💕❤❤❤❤❤China girls,date

  • @qake2021
    @qake2021 วันที่ผ่านมา

    👌👍✌️🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦➕️👏👏👏

    • @qake2021
      @qake2021 วันที่ผ่านมา

      👏👏👏🇨🇳🇨🇳🇨🇳👌👌👌

  • @ChuckSilva
    @ChuckSilva 6 วันที่ผ่านมา

    Nina ot

  • @LivingWithGout
    @LivingWithGout 7 วันที่ผ่านมา +4

    Their chips are crap.

    • @xingzou1540
      @xingzou1540 18 ชั่วโมงที่ผ่านมา

      its 5 nm chip.crap? r u ok? even intel cant produce.

  • @JunichiroMorita-n6x
    @JunichiroMorita-n6x 7 วันที่ผ่านมา

    ?..? 🇨🇳🔨🌪️?

  • @HanS662
    @HanS662 3 วันที่ผ่านมา

    Hi anti China enthusiasts! Good hatin’

  • @matsk3601
    @matsk3601 6 วันที่ผ่านมา +2

    don't let China get those super chips, words from a HK people

    • @adamsaciid4919
      @adamsaciid4919 6 วันที่ผ่านมา +2

      lol they don't need now

  • @manonamission2000
    @manonamission2000 7 วันที่ผ่านมา

    China firms are not releasing updates to large language models at the same pace as firms in the US (weekly)... different story for video-generating models, while Sora has not yet been released

    • @naruto6918
      @naruto6918 6 วันที่ผ่านมา

      May be they are waiting

  • @lastChang
    @lastChang 7 วันที่ผ่านมา +9

    Seriously, to gain some confidence back from investors, the Chinese government needs to *stop its lies.*

    • @phillip76
      @phillip76 7 วันที่ผ่านมา +14

      When you listen to things that you don 't like, you naturally reaction is "you lie". Sad. Losers will be losers.

    • @theadchefer
      @theadchefer 7 วันที่ผ่านมา +7

      and Which Government do you use as your example of truthful?? 😂 don’t be stupid

    • @AhmetTekin101
      @AhmetTekin101 7 วันที่ผ่านมา +5

      ​@@phillip76Lying is a national policy of the Chinese regime.

    • @araara4746
      @araara4746 7 วันที่ผ่านมา +3

      ​@@AhmetTekin101
      US lies about their employment rate for years, and at the end forced to revised it down 800,000 jobs.
      😂😂😂😂😂

    • @AhmetTekin101
      @AhmetTekin101 6 วันที่ผ่านมา +1

      @@araara4746 And you made this up, right?
      Are you a China-born Chinese, again?

  • @yongchen8204
    @yongchen8204 6 วันที่ผ่านมา +1

    if slim design and power consumption is not goal in AI consumer electronics. huawei can produce chips good enough and consumer friendly in 7nm chipsets and its products. it does not need 3nm, 2nm, and 1nm processing to produce chips that gear toward AI. consumer electronics AI in the next few years is still in its infancy. most AI features now are simply useless and unnecessary for daily living. it is hype and overexaggeration of AI driven by openAI, Nvidia, google, microsoft and its investors to push something out there just to inflate their stock earnings and short term profits. AI has not arrived yet!

  • @carkawalakhatulistiwa
    @carkawalakhatulistiwa 6 วันที่ผ่านมา

    0:36
    1. Huawei grup (Huawei, honor)
    2. BBK grup ( Oppo, Vivo, iqoo , realme , one plus)
    3.xiaomi grup ( Xiaomi, redmi).
    4.transsion holdings( Infinix, itel , Tecno)
    5.lenovo (Motorola)
    6.asus
    7.zte
    Est.....

  • @AlgoNudger
    @AlgoNudger 7 วันที่ผ่านมา

    Artificial rivalry? 🤭

  • @fdjw88
    @fdjw88 3 วันที่ผ่านมา

    Yes, those so-called Western investors are depressed, because your techs are no longer competitive. Soon, the Chinese won't even need to buy chips from you.

  • @seymorefact4333
    @seymorefact4333 3 วันที่ผ่านมา

    I wish i could by the TRI FOLD! apple not even on top 7 smartphones in Asia. tesla, gm, ford, toyota, etc making inferior products and can't compete!

  • @carkawalakhatulistiwa
    @carkawalakhatulistiwa 6 วันที่ผ่านมา

    0:21 By August 2024 55% of cars sold in China will be (EV and hybrid) . And it continues to grow. It is estimated that in December 2024 65% of cars sold in China will be (EV and hybrids)