The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)
Fidelity Answers: The Investment Podcast
Opportunities and Challenges in China's AI Ecosystem
The chapter explores the different types of companies in China's AI ecosystem, such as Ali Cloud, Lenovo, and application developers. It discusses the monetization opportunities in hardware and infrastructure, limited fields for AI application, advantages of Chinese companies, and the impact of AI on youth unemployment. The chapter also highlights the challenge of transitioning to a service economy and the role of collective mindset and government support in driving collaboration among tech companies.
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