Morningside's Liu on Investment Strategy, Trade

The transcript discusses the decision-making process for investing in companies, focusing on the importance of understanding end-user reactions and innovation. It highlights the investment in Xiaomi, emphasizing its valuation and potential returns. The speaker also mentions new investments in EV and robotics companies, stressing the relationship between AI and EV. The strategy and lack of KPIs in venture investments are explained, highlighting the uncertainty involved. Finally, the potential impact of trade sanctions on tech investments is discussed, with a focus on the collaboration between the US and China.

What is the speaker's perspective on the impact of trade sanctions on tech companies?

What qualities does the speaker attribute to American entrepreneurs and engineers?