Why it Sucks to Work in AI in China + Open Source with Kevin Xu
ChinaTalk12 Maalis

Why it Sucks to Work in AI in China + Open Source with Kevin Xu

Kevin Xu of http://interconnected.blog/ and I did a liveshow on substack! We chat about why working in Chinese AI looks so much tougher than building in the West: less compute, lower upside, more political constraints, and a much weaker market for enterprise software. We also get into Kevin Xu's definitive history of open source in China (https://interconnected.blog/chinese-open-source-a-definitive-history/?ref=kevin-xus-interconnected-newsletter) and talk why open source has become one of the few real paths Chinese AI companies have to win users abroad, even as the business model at home remains brutal. Also: the Qwen shakeup at Alibaba, what it says about the limits of China’s AI lab ecosystem, and why Chinese firms may still beat the West in areas like AI shopping and commerce. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(511)

Second Breakfast: Iran, $500B for Defense...and should we pity RTX?

Second Breakfast: Iran, $500B for Defense...and should we pity RTX?

Bryan Clark joins. Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Tammi 55min

Transistor Radio: WFE and Doug's Claude Code Psychosis

Transistor Radio: WFE and Doug's Claude Code Psychosis

but in a nice way happy new year! Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Tammi 56min

Are We Cooked? Q1 2026

Are We Cooked? Q1 2026

We check in on the state of the republic and allied scale with Peter Harrell, former Biden official and host of the excellent new Security Economics podcast, Kevin Xu, who writes the Interconnected ne...

7 Tammi 1h 8min

Emergency Second Breakfast: Venezuela

Emergency Second Breakfast: Venezuela

The gang (Justin Mc, Tony Stark and Eric Robinson) and I talk about what the hell just happened this past weekend and what it all means. Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Tammi 1h 12min

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Nishikawa Kazumi, Principal Director for Economic Security Policy at the legendary Japanese Ministry of Economy, Trade and Industry (METI), joins China Talk. Cohosting is Charles Lichfield of the Atla...

2 Tammi 49min

ChinaTalk 2025 Year in Review

ChinaTalk 2025 Year in Review

ChinaTalk Audience survey: https://docs.google.com/forms/d/e/1FAIpQLScQ99GAL0m_8iBqZDiKoEjRZiyX6544QvaCNtd1cVkc826n7A/viewform?usp=dialogFeatured coverage on Substack: Industrial diamonds: https:/...

30 Joulu 202539min

Joe Weisenthal and I do a Show About Nothing

Joe Weisenthal and I do a Show About Nothing

A festivus special! Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss...

23 Joulu 20251h 3min

Second Breakfast: Arctic Warfare Christmas Special!

Second Breakfast: Arctic Warfare Christmas Special!

Steve Gagnon joins the show! Book: Thousand Mile War https://www.amazon.com/Thousand-Mile-War-Aleutians-Classic-Reprint/dp/0912006838 Outtro music: Learn more about your ad choices. Visit megapho...

22 Joulu 202555min

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