E17: LLB - Industrial Real Estate, CCP Elections, Investing/Building Geopolitically, Navigating CCP Tech World, Can You Learn From Others?

Low Level Barbarians (LLB)

Time Stamps Below of Each Section. Feel free to skip the short banter section. This episode starts up with Dave and Alex catching up on Dave’s latest project in Industrial Real Estate in the US (00:00:00) and comparing the space to Asia (00:08:25). When Jianggan finally joins the session, we kick of the episode by discussing the CCP elections (00:22:12) and its 2nd and 3rd order effects (00:25:59) on how they affect founders building in the region and how capital allocators are diversifying beyond Chinese borders. This also leads to a very fruitful discussion on the real nature of how technology companies navigate building and growing their businesses in a CCP dominated world (00:54:17). We end the session with some insights on whether is possible to really learn from other founder stories (1:00:54).