Podcast: How China is riding the open source wave

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Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this episode, I speak with Kevin Xu, investor and author of the Interconnected newsletter. We talk about his latest piece where he traces the history of open source in China from its grassroots beginnings to the current OpenClaw craze.Links:Chinese Open Source: A Definitive HistoryKevin Xu’s Interconnected newsletterInterconnected CapitalKevin Xu on Twitter / XTranscriptKyle Chan (00:00)Welcome to the High Capacity Podcast. I’m your host, Kyle Chan, a fellow at Brookings. I’m thrilled to be joined today by my guest, Kevin Xu, founder of Interconnected Capital, a global tech hedge fund, and the author of the Interconnected Newsletter.Long one of my very favorite Substacks on the U.S. and Chinese tech landscapes. He previously worked at GitHub, leading their global expansion strategy, and in the White House. Welcome, Kevin, and thanks for coming on the show.Kevin Xu (00:30)Thank you for having me, and right back at you, Kyle. Your Substack is one of my favorites as well. So great to be on your show.Kyle Chan (00:36)Thanks. So you recently wrote a really fascinating piece about China’s open source ecosystem, kind of tracing its evolution over the years, going back to, I think, the ‘90s, the earlier years of global open source, and all the way up until now when we see a lot of Chinese AI companies like DeepSeek really making open source a central part of their strategies.And I think there’s an interesting contrast we can get into later between China’s push for open source and AI releasing all these s…