China Tech Talk

My episode with Ben Norton

Episode with Snek on Bond & rest of finance market

The US bond market faces a potential meltdown driven by unsustainable debt, aggressive foreign policy, and the Trump administration's fiscal maneuvers. Scott Bessent’s bond buyback scheme, which replaces low-yield long-term bonds with expensive short-term debt, creates a hidden risk of ballooning debt servicing costs. ...

Quick Take 3: My early thoughts on time in China

China’s rapid development and increasing livability make it a compelling long-term prospect for relocation, especially as Western living standards face stagnation. While the country offers unparalleled convenience, safety, and technological integration—evidenced by advanced EV infrastructure and cutting-edge robotics—i...

My Episode with Lei on Tau Scaling and Reusable rocket

China Tech Talk @ Tsinghua AI school

My appearance on Taipology to talk about China's AI progress

Quick take 2: Deepseek V4 Flash

My Quick Take on Kimi K3 and GLM-5.2

Chinese AI labs have reached a critical "self-improvement" stage, where models like GLM-5.2, Kimi K3, and Qwen 3.8 demonstrate the ability to automate complex software engineering and system design tasks. This shift enables faster development cycles, allowing models to optimize their own kernels and architectures indep...

Talking about Kimi K3/WAIC on Carl Zha podcast

Episode with Electric Felix

Electric vehicle (EV) adoption hinges on the maturity of charging infrastructure, a domain where China currently outpaces Europe through superior density and technological integration. While European markets struggle with legacy fossil-fuel dependencies and fragmented charging networks, Chinese cities like Shenzhen hav...

My talk with Carl Zha on Long March 10B launch and recovery

China’s recent successful test of the Long March 10B reusable rocket booster marks a significant milestone in its space program, narrowing the operational gap with SpaceX. Reusable technology is essential for reducing launch costs and scaling satellite constellations like Guowang and SpaceSail, which are critical for b...

My discussion with Carl Zha on China's AI progress and GLM/Zai

Chinese AI labs are rapidly closing the gap with US frontier models, challenging the dominance of OpenAI and Anthropic. Models like ZAI’s GLM-5.2 and Moonshot’s Kimi demonstrate advanced reasoning and agentic capabilities, effectively automating complex software engineering tasks that previously relied on human labor o...

Episode 30 with Andy Collingwood

Episode with China Driven/Will Sundin

The Chinese electric vehicle sector has transitioned from a low-end market to a sophisticated industry defined by rapid innovation and high consumer adoption. Will Sundin, founder of the China Driven channel, highlights that EV penetration in cities like Changsha now exceeds 25%, with public charging infrastructure bec...

Episode 28: Marcel Münch

China’s automotive and technology sectors have undergone a profound transformation, evolving from low-end manufacturing to a sophisticated ecosystem where AI, robotics, and electric vehicles converge. Shenzhen serves as the epicenter of this innovation, offering an unparalleled, agile supply chain that enables rapid pr...

My episode on AI Proem with Grace Shao

China’s technological trajectory has shifted from consumer internet platforms to a dominant, state-backed industrial ecosystem centered on EVs, batteries, and robotics. This transition relies on a deep, process-driven manufacturing supply chain and hyper-competitive domestic markets that prioritize rapid scaling and co...

My Radio War Nerd Episode

The shifting military balance between the United States and China centers on China's rapid technological integration and industrial scale, which increasingly challenge American regional dominance. China’s ability to leverage its domestic supply chain for rapid iteration in drone and missile development—exemplified by t...

Episode 27: Talk with Paul Triolo

The US-China tech rivalry centers on the weaponization of supply chains and the race for advanced artificial intelligence, creating profound structural instability. Export controls on high-performance semiconductors, initiated in October 2022, reflect a narrow focus on preventing military modernization and cyber warfar...

Episode 26: Z.ai interview

CrossOver Episode with Kyle Chan

China's AI industry is aggressively shifting toward domestic hardware, specifically integrating Huawei Ascend chips to mitigate reliance on NVIDIA and navigate compute constraints. While frontier models in the U.S. prioritize massive scale, Chinese labs are focusing on efficient, smaller models that run locally on edge...