China Decode: The AI Advantage No One Is Talking About

China Decode: The AI Advantage No One Is Talking About

Alice Han and James Kynge break down the forces reshaping China’s economy and its growing influence in the global AI race. They start with the macro picture: China’s Q1 GDP came in stronger than expected, but the headline number masks a more uneven recovery — with infrastructure spending doing much of the heavy lifting, while consumer demand remains soft, property prices continue to fall, and auto sales stay under pressure. From there, they move into one of the most striking shifts in the global tech economy: China’s emerging advantage in AI. In particular, its rapid rise as a leading exporter of “tokens” — the computational units that power large language models and agentic AI systems. With lower costs, rapid scaling, and increasingly competitive open-weight models, Chinese AI firms are beginning to reshape global pricing and usage dynamics across the industry. They also examine Beijing’s expanding use of export controls — spanning rare earth minerals to advanced solar technologies — and how this evolving strategy fits into a broader effort to manage global supply chains and respond to rising economic decoupling. Finally, they turn to China’s domestic innovation boom, from unconventional consumer products like in-car toilets and water bikes to headline-grabbing advances in robotics, including a humanoid robot that recently completed a half-marathon ahead of human runners. Is this just spectacle, or a signal of deeper industrial and engineering momentum? Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(1247)

No Mercy / No Malice: Boys to Men

No Mercy / No Malice: Boys to Men

As read by George Hahn. https://www.profgmedia.com/p/boys-to-men Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Nov 23min

The Week: The Blue Tsunami, Alphabet’s Worst Day Ever, and How to Log Off

The Week: The Blue Tsunami, Alphabet’s Worst Day Ever, and How to Log Off

George Hahn connects the dots across the week's biggest stories: How the Democrats won a majority in both chambers of Congress, why investors will hesitate to hand more money to Big Tech, and what a S...

6 Nov 24min

David Brooks on What Happened to American Conservatism

David Brooks on What Happened to American Conservatism

In the midst of the midterms, we’re revisiting a previous conversation with David Brooks. The political commentator, author of How to Know a Person, and staff writer for The Atlantic joins Scott to ex...

5 Nov 51min

Brazil’s Election Comeback and What America Can Learn

Brazil’s Election Comeback and What America Can Learn

How do you turn a losing campaign into an election victory in just three weeks? Prof G Media’s Laura Janér, reporting from São Paulo, speaks with Brian Winter, editor-in-chief of Americas Quarterl...

4 Nov 37min

Fareed Zakaria on the Midterms and What Comes Next

Fareed Zakaria on the Midterms and What Comes Next

Fareed Zakaria, host of CNN’s Fareed Zakaria GPS, joins Scott Galloway for an Election Day conversation about whether the midterms could mark a turning point for Trump and the global rise of right-win...

3 Nov 53min

A Stanford Psychiatrist on Escaping the Addiction Economy

A Stanford Psychiatrist on Escaping the Addiction Economy

Dr. Anna Lembke, Stanford psychiatrist and bestselling author of Dopamine Nation, joins Scott Galloway to discuss our dependence on validation – and why achievement doesn’t always make us feel better ...

3 Nov 1h 4min

Is AI Killing Software? & Talking to Your Kids About Greek Life

Is AI Killing Software? & Talking to Your Kids About Greek Life

Scott Galloway shares how he talks to his sons about fraternity life and peer pressure, explains how to diversify beyond the S&P 500, assesses whether the SaaSpocalypse fears were justified, and weigh...

2 Nov 34min

No Mercy / No Malice: Criminal

No Mercy / No Malice: Criminal

As read by George Hahn. https://www.profgmedia.com/p/criminal Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Okt 16min

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