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

Episoder(1100)

No Mercy / No Malice: The Reckoning

No Mercy / No Malice: The Reckoning

As read by George Hahn. https://profgmedia.substack.com/p/the-reckoning Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Can AI Help You Start a Company? + What Social Media Regulation Really Means

Can AI Help You Start a Company? + What Social Media Regulation Really Means

Scott Galloway weighs in on whether AI is actually useful for building a business or just a glorified yes man, what social media regulation could mean for loneliness and AI companions, and how to thri...

1 Mai 21min

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The Iran War Has No Exit — ft. Ian Bremmer

Ian Bremmer, founder of Eurasia Group, joins Scott to break down a world in flux. They discuss the Iran war, the unraveling of U.S. alliances, and why global tensions are rising across the Middle East...

30 Apr 1h 6min

Raging Moderates: Trump Blames Democrats, Demands His Ballroom, and Attacks Jimmy Kimmel Again (ft. Sen. Rand Paul)

Raging Moderates: Trump Blames Democrats, Demands His Ballroom, and Attacks Jimmy Kimmel Again (ft. Sen. Rand Paul)

Thanks for listening to Raging Moderates on the Prof G feed. This is just a preview of today’s full episode — and starting next week, we’ll be leaving this feed entirely. To get the full episode, subs...

29 Apr 11min

China Decode: The U.S. vs China AI Battle Is Getting Ugly

China Decode: The U.S. vs China AI Battle Is Getting Ugly

The race for global AI supremacy is accelerating—and getting messier. Alice Han and James Kynge break down the escalating tensions between the U.S. and China as accusations of AI model “distillation” ...

28 Apr 33min

Why International Stocks Are Beating the S&P + How Scott Invests his Money

Why International Stocks Are Beating the S&P + How Scott Invests his Money

Scott Galloway answers audience questions from this year’s SXSW – breaking down why his prediction that international stocks would beat the S&P played out, how he personally invests his money, and why...

27 Apr 21min

No Mercy / No Malice: Freedom of Navigation

No Mercy / No Malice: Freedom of Navigation

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

25 Apr 16min

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The Case for Making Up with China, and Which Car Company Is Winning the Energy Crisis?

Scott Galloway weighs in on China's rise as a global superpower, identifies the companies best positioned to win as oil prices drive an EV boom, and explains why cities — for all their opportunity — a...

24 Apr 22min

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