Ep. 40 Inside China’s Leading AI Labs with Kevin Xu
Host Wenchi Yu speaks with Kevin Xu, investor and author of the newsletter, Interconnected, about China’s leading AI labs and the country’s AI trajectory after the DeepSeek moment. From the rise of op...
4 Juni 49min
Ep. 39 Boeing, China, and the Future of Aviation with Mark Atkeson
Host Wenchi Yu speaks with Mark Atkeson, a veteran aviation executive with over three decades of on-the-ground experience across both the American and Chinese aerospace industries, to unpack what the ...
28 Maj 40min
Ep. 38 Taiwan’s $25 Billion Special Defense Budget: Partisan Politics, Drones, and Deterrence?
Host Wenchi Yu speaks with Dr. Alexander C. Huang, a former KMT Director of International Affairs, a cross-strait war game strategist, and an expert on the PLA, about why the Taiwanese government’s US...
15 Maj 38min
Ep. 37 The New Space Age: How Privatization Fuels China’s Aerospace Rise
Host Wenchi Yu speaks to Allen Fung, formerly with Hong Kong Aerospace Technology Group, about China’s emerging commercial space sector and the broader “second space age,” tracing how SpaceX’s 2015 Fa...
13 Apr 32min
Ep. 36 Germany's China Shock: Navigating Economic Dependence and Geopolitical Risks with Noah Barkin
Host Wenchi Yu speaks with Noah Barkin — senior advisor at Rhodium Group and author of the popular “Watching China in Europe” newsletter — about the rapidly shifting landscape of Germany's relationshi...
27 Mars 40min
Ep. 35 Lobbying for Semiconductors in Washington: Patrick Wilson on Two Decades of Chip Policy
Host Wenchi Yu speaks with Patrick Wilson—who until recently served as Vice President of Government Affairs for MediaTek—about how semiconductors went from an obscure, capital‑intensive niche to the c...
15 Mars 48min
Ep. 34 London, Beijing, and Ring‑Fenced Capital: Fraser Howie on China Finance and UK-China Relations
Host Wenchi Yu speaks with UK‑based Fraser Howie in the wake of Prime Minister Keir Starmer’s ice‑breaking trip to China. Fraser—a veteran China markets analyst and co‑author of several books on the C...
5 Mars 46min
Ep. 33 Wade Senti on Magnets, Rare Earths, and the New Manufacturing Race
Host Wenchi Yu speaks with Wade Senti, President of Florida-based Advanced Magnet Lab (AML), about why magnets and rare earths have become a central battleground in the new era of manufacturing and na...
24 Feb 36min
