Sequoia's Strategic Shift
Sequoia's recent move to establish a Chinese unit is driven by concerns over potential US regulations impacting their significant stake in Bytedance. The partners are prioritizing access to an estimated $100 billion in gains, indicating a willingness to sidestep US laws if necessary. The discussion also highlights the complexities of US-China investment dynamics, suggesting that both nations may have conflicting interests regarding foreign investments.In this clip
From this podcast
Prof G Markets
Prof G Markets: Apple’s Headset, Sequoia’s Big Breakup, and Hypocrisy at the PGA Tour
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