AI, Chips, and Cloud: Kevin Xu on Where China’s Tech is Really Headed
The Negotiation10 Juni 2025

AI, Chips, and Cloud: Kevin Xu on Where China’s Tech is Really Headed

In this episode of The Negotiation, host Todd Embley sits down with Kevin Xu, founder of the bilingual newsletter Interconnected, which offers sharp analysis on the intersection of technology, investing, and geopolitics between the United States and China. Kevin has become one of the most thoughtful and trusted voices interpreting Chinese tech trends.

Together, they explore the evolving AI landscape in China, examining how players like DeepSeek and Alibaba are shaping the race, how export controls are impacting development, and why Kevin believes 2025 could be the year of the “AI RIF.” They also unpack China’s open-source culture, cloud strategy, and what Western analysts continue to get wrong about China’s innovation ecosystem.

If you want to understand better the complex forces shaping tech and policy between the world’s two largest economies, this is a must-listen.

Listeners should also check out Kevin’s newsletter Interconnected at interconnected.blog.


🔍 Discussion Points

  • What Western analysts often get wrong about China’s tech ecosystem
  • China’s strengths and weaknesses in AI vs. the U.S.
  • Why Kevin believes 2025 may mark the start of “AI-driven layoffs” (AI RIF)
  • DeepSeek’s rise and its open-source implications
  • Why “open vs. closed” is a more useful lens than “US vs. China” in the AI race
  • Alibaba’s AI and Cloud strategy post-reorganization
  • Are U.S. tech export controls helping or hurting long-term AI innovation?
  • Potential “second-order” consequences of chip restrictions
  • Underrated trends in Chinese tech to watch in 2025
  • What investors and operators should be paying attention to next

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(272)

Zak Dychtwald on Why Global Teams Break Down (Part 1)

Zak Dychtwald on Why Global Teams Break Down (Part 1)

Zak Dychtwald is the founder and CEO of BridgeWorks Global, a cross-geography collaboration lab based in Shanghai. He is the author of Young China: How the Restless Generation Will Change Their Countr...

8 Sep 43min

Light Therapy, Chinese Tech Brands, and 15 Years in China: Jim Fields on Building Across Both Markets

Light Therapy, Chinese Tech Brands, and 15 Years in China: Jim Fields on Building Across Both Markets

Jim Fields is an American entrepreneur who has spent over 15 years living and building businesses in China. He speaks fluent Mandarin, began his career at Adobe in Silicon Valley, and moved to China, ...

4 Aug 54min

Ha Bao, Empty Nets, and 1.8 Billion Views: Mark Dreyer on Football, China, and the 2026 World Cup

Ha Bao, Empty Nets, and 1.8 Billion Views: Mark Dreyer on Football, China, and the 2026 World Cup

Spain beat Argentina 1-0 in extra time to win the 2026 FIFA World Cup at MetLife Stadium in New Jersey. It was a tournament full of drama, upsets, and cultural moments - not least in China, where Xiao...

27 Juli 44min

Two Platforms, Two Audiences: Crystal Yu on the Business of Influencing Across Instagram and Xiaohongshu

Two Platforms, Two Audiences: Crystal Yu on the Business of Influencing Across Instagram and Xiaohongshu

Most influencers build an audience on one platform and stay there. Crystal Yu operates across two ecosystems that couldn't be more different: Instagram in the West and Xiaohongshu in China. The conten...

16 Juli 1h 1min

China Tech in 2026: Rui Ma on Robots, Chips, and the Companies Winning the AI Race

China Tech in 2026: Rui Ma on Robots, Chips, and the Companies Winning the AI Race

Rui Ma, founder of Tech Buzz China and one of the most trusted English-language voices on China's technology sector, is back to break down everything happening in China’s tech landscape, from DeepSeek...

10 Juli 54min

Leif Rogers on North American Sports in Asia, New Deals, and the Business of Fan Building in China

Leif Rogers on North American Sports in Asia, New Deals, and the Business of Fan Building in China

For North American sports in China, the appetite is there - millions of fans, growing middle-class purchasing power, a government actively promoting winter sports and athletic culture. However, the pa...

1 Juli 37min

Baiguan’s Robert Wu on Real Estate, Robotaxis, and What's Actually Driving the Economy in 2026

Baiguan’s Robert Wu on Real Estate, Robotaxis, and What's Actually Driving the Economy in 2026

The headlines about China's economy often tell two contradictory stories at once: recovery and stagnation, consumer confidence and persistent caution, tech boom and structural drag. Making sense of wh...

11 Juni 54min

From Abstract Models to Ground Truth: Eric Stryson on Operating Credibly in Asian Markets

From Abstract Models to Ground Truth: Eric Stryson on Operating Credibly in Asian Markets

Most global businesses enter Asia with a playbook built elsewhere. The pricing models, growth assumptions, labour structures, and definitions of value that worked in North America or Europe get applie...

2 Juni 54min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
24fragor
uppgang-och-fall
svd-tech-brief
avanzapodden
badfluence
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
lastbilspodden
fill-or-kill
tabberaset
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
borsmorgon
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
rss-hos-psykologen