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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No Mercy / No Malice: Oppenheimer, Inc.

No Mercy / No Malice: Oppenheimer, Inc.

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

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The Week: China’s Upper Hand, a Troubled Bond Market, and a New Mortgage Crisis

The Week: China’s Upper Hand, a Troubled Bond Market, and a New Mortgage Crisis

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16 Sep 23min

China Decode: The World Order Is Tilting Toward China (Series Finale)

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After a year of decoding China's rise, Alice Han and James Kynge sit down for one final episode, and they go big picture on where China goes from here. First: the real AI race isn't just about who ha...

15 Sep 44min

The Case for Prenups, and Why Young People Aren’t Getting Married — ft. James Sexton

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14 Sep 35min

No Mercy / No Malice: One Ring to Rule Them All

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As ready by George Hahn. https://www.profgmedia.com/p/one-ring-to-rule-them-all Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Sep 16min

The Week: AI Is Getting Smarter. Are We?

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George Hahn connects the dots across the week’s biggest stories: AI’s growing threat to how we think, why Trump’s pressure campaign is backfiring in Canada, and the small acts of disconnection that qu...

11 Sep 18min

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