How M&A Buyers Price Chinese AI Competition Risk

Episode 133 of Tech M&A with Fexingo dives into a new discount showing up in term sheets: the 'China risk' adjustment on AI startups. Lucas and Luna unpack why strategic buyers are shaving 15-20% off valuations for companies without defensible moats against cheap foreign models, using the recent panic over Chinese AI and the Hugging Face / OpenAI security breach as real-world anchors. They explore how this affects everything from earnout structures to data localization clauses, and why some acquirers are walking away from deals entirely. No hot takes, just the math behind the hesitation. #ChineseAI #AIM&A #MergersAndAcquisitions #TechDeals #Valuation #StartupFunding #ArtificialIntelligence #DeepSeek #HuggingFace #OpenAI #DataSecurity #RegulatoryRisk #Earnouts #DealStructure #FexingoBusiness #BusinessPodcast #TechInvesting #PrivateEquity Keep every episode free: buymeacoffee.com/fexingo