Q1 2025 State of Venture Update - by Alex Kolicich
alexkolicich.com · 3,215 words · saved by 2 readers
Tariffs, Tech, and Tactics: The Era of Strategic Competition with China
"I like China… People say, oh, you don't like China, no, I love them." - Donald J. Trump Excited to return to writing my updates after a brief, unannounced hiatus. This year's central theme appears to be China—in more dimensions than you might expect. Whether it's AI, biotech, academia, or tariffs, China is squarely in the spotlight. Even in defense, where 8VC has built a robust investment franchise, China remains at the forefront of everyone’s attention. It’s not widely known, but I've been closely studying China since my days at Clarium, beginning in 2008. During that period, I immersed…
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