China Decode: How an AI Price War Could Spark a Market Correction

China Decode: How an AI Price War Could Spark a Market Correction

In this episode of China Decode, hosts Alice Han and James Kynge break down how China is quietly building the “Android of AI” while the U.S. is pouring billions into the ultra-premium iPhone equivalent. As American firms chase ever-bigger, pricier models, Chinese competitors are going lean, open-source, and dirt-cheap — and U.S. startups are already switching to them. They unpack why Chinese models are suddenly dominating Hugging Face, how an AI price war could spark a market correction, and whether U.S. export controls are backfiring. Plus, a diplomatic firestorm between China and Japan is raising tough questions about the future balance of power in East Asia. With Tokyo taking an unusually hard line on Taiwan — and Beijing responding with fury — Alice and James examine what’s driving the escalation, what it means for U.S. strategy, and how historical grievances still shape the region’s security map. Finally, China’s coffee wars are heating up — and Starbucks is blinking. After losing ground to aggressive local rivals like Luckin and Cotti, Starbucks is selling off majority control of its China business. They explore why Western brands keep struggling in China’s hyper-competitive consumer market — and whether Starbucks can claw back relevance. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1057)

Scott Responds to the Paternity Leave Backlash, Patriotism in America, and more

Scott Responds to the Paternity Leave Backlash, Patriotism in America, and more

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13 Mar 23min

Peter Zeihan on How the War With Iran Could Reshape the Global Economy

Peter Zeihan on How the War With Iran Could Reshape the Global Economy

Geopolitical strategist Peter Zeihan joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down ...

12 Mar 51min

Raging Moderates: The Trump Administration Can’t Get Their Iran War Story Straight

Raging Moderates: The Trump Administration Can’t Get Their Iran War Story Straight

As the war in Iran roils on, with devastating effects on the oil markets, what is Trump’s plan to get the U.S. out of another regional quagmire? Scott Galloway and Jessica Tarlov discuss the latest de...

11 Mar 25min

China Decode: How the Iran War Inflation Will Impact China

China Decode: How the Iran War Inflation Will Impact China

In this episode of China Decode, Alice Han and James Kynge break down how the Iran war is driving oil prices above $100 a barrel, and what that means for China’s energy security. They dive into China’...

10 Mar 54min

Does Wealth Make You Selfish?, How Scott Stays Informed, and Negotiating Equity Deals

Does Wealth Make You Selfish?, How Scott Stays Informed, and Negotiating Equity Deals

Scott Galloway reflects on why some billionaires stay silent, explains how to avoid getting trapped in an echo chamber, and shares advice on negotiating equity at a startup. Want to be featured in ...

9 Mar 23min

No Mercy / No Malice: The Worst Acquisition in History, Again

No Mercy / No Malice: The Worst Acquisition in History, Again

As read by George Hahn. https://www.profgmedia.com/p/the-worst-acquisition-in-history Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Mar 19min

Scott’s Early Career Advice, How Dating Apps Are Making You Lonelier, and Navigating Conflict With Business Partners

Scott’s Early Career Advice, How Dating Apps Are Making You Lonelier, and Navigating Conflict With Business Partners

Scott Galloway gives his advice for navigating your early career, explains how dating apps are a "winner-take-all” game, and discusses how to deal with a distracted business partner. Want to be fea...

6 Mar 23min

Meredith Whittaker on Who Controls Your Data in the Age of AI

Meredith Whittaker on Who Controls Your Data in the Age of AI

Meredith Whittaker, president of the Signal Foundation and a leading voice on AI and privacy, joins Scott Galloway to examine the growing tension between artificial intelligence and personal freedom. ...

5 Mar 47min

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