Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyChina’s biotech and healthcare sectors are evolving at extraordinary speed — from AI-powered “doctor avatars” and digital health super apps to a wave of Chinese dru
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyChina is racing to build its own complete semiconductor industry, from AI chips and fabs to chipmaking tools like EUV lithography machines. I'm joined by industry e
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this special crossover episode, I talk with TP Huang about the broader AI supply chain beyond just models and chips. We cover the new DeepSeek V4 model and China
Last week, I had the honor of testifying as an expert witness before the U.S. House Select Committee on China. The topic for the hearing was US-China competition in AI. In my opening remarks, I tried to highlight a few basic points:“Winning
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyThis episode, I talk with Zixuan Li at Z.ai, one of China’s top AI labs and the company behind the popular GLM models. Zixuan is Z.ai’s Director of Product for genA
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyRui Ma, founder of Tech Buzz China, explains the real sources of China's tech strengths and where the US still has the advantage. From industrial parks to capital m
Note: This piece has also been cross-posted on ChinaTalk.Technology is a central focus of China’s new 15th Five-Year Plan. China is aiming to develop “strategic emerging industries” (战略性新兴产业) such as robotics and smart EVs as well as “futur
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this episode, I speak with Tom Wang, head of APAC ecosystem at Hugging Face. We talk about China’s latest wave of AI models, areas where Chinese AI labs are push
I’ve just published a new piece with Brookings looking at how China’s AI strategy differs from the US focus on the race to AGI.Excerpt below — read the full piece here (free)The United States is obsessed with the “race to AGI” or artificial
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 sou
Foreign Affairs: China is Winning by WaitingIn my new piece for Foreign Affairs, I argue that anyone expecting a charm offensive from Beijing will be disappointed. China has long used carrots and sticks to get what it wants. And with its gr
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this episode, I speak with Afra Wang, writer and observer of China’s tech culture as well as broader cultural trends in China and the US. Afra is the author of t
Across many emerging technologies—quantum, fusion, space, etc.—Chinese and American policymakers share similar views on what’s at stake, even if their approaches to developing these technologies may differ. But on AI, arguably the most cons
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this episode, I speak with Lei Xing, former editor-in-chief of China Automotive News and co-host of the China EVs & More podcast with previous guest Tu Le. Lei X
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this episode, I speak with Grace Shao, founder of the AI Proem newsletter and host of the Differentiated Understanding podcast. Grace is an expert on China’s AI
My Financial Times op-ed begins:“We are witnessing a great reversal in global technology flows. For decades, China lagged behind the west. American and European companies sold products to Chinese consumers and set up factories in the countr
Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this episode, I speak with Tu Le, founder and Managing Director of Sino Auto Insights. He’s one of the best-known experts on China’s EV industry with years of ex
I’m excited to launch the new High Capacity podcast, focused on technology in China. The podcast will feature in-depth interviews with experts on what’s happening in China with AI, robotics, EVs, clean tech, biotech, and more.Watch or liste
“Love will find a way”The US and China are like two forbidden lovers, desperate to be together, but increasingly pulled apart by geopolitical forces. For decades, growing trade, investment, and people flows between the two countries were dr
Image created with Google DeepMind’s Nano Banana modelToday’s top AI models are mind-blowingly good at certain tasks. They can achieve gold-level performance on the International Math Olympiad. They can beat out all but the best human progr