How China-U.S. Trade Tensions Impact Venture Capital

The transcript discusses the implications of 'Made in China 2025' and the trade tensions between the US and China. It explores how these factors influence investment strategies, particularly in venture capital, and highlights the focus on healthcare investments. The conversation also addresses the trust deficit in Chinese markets, the potential of AI and technology convergence, and the social and economic hedging in China. The discussion concludes with concerns about China's future as its intellectual capital hedges its bets.

What are the key issues that are not being discussed enough regarding the trade situation with China?

How does the speaker view the relationship between venture capitalists and the current trade dispute?

What concerns does the speaker express about the trust deficit in the Chinese capital markets?

What does the speaker identify as the biggest risk for China at the moment?

In what ways does the speaker believe healthcare and technology are converging?