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

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What the U.S. Can Learn from Canada's Safety Net + The Real Cost of Private Schools and Clubs

What the U.S. Can Learn from Canada's Safety Net + The Real Cost of Private Schools and Clubs

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The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game

The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game

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21 Sep 23min

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

19 Sep 17min

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

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George Hahn connects the dots across the week’s biggest stories: why China might be the first to answer the AI question, what $40 trillion in debt means for the bond markets, and how mortgages above 7...

18 Sep 19min

How Worried Should We Be About AI? — with Alex Stamos

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Scott Galloway speaks with cybersecurity expert Alex Stamos about the latest wave of AI alarm. They discuss the Anthropic researcher whose resignation reignited fears of human extinction, why lead...

17 Sep 57min

The $40 Trillion National Debt, and the Trade-Offs of Living With Your Parents

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Scott Galloway explains why America's $40 trillion debt is different from the panic of the 1990s and what it would actually take to fix it, breaks down how he thinks about key man risk and enterprise ...

16 Sep 23min

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

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

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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In part two of our Office Hours special on relationships, Scott Galloway and divorce attorney James Sexton discuss whether couples should keep their money separate, why every marriage already has a pr...

14 Sep 35min

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