The Prof G Pod with Scott Galloway China’s Shadow Moves: Ukraine, State Capitalism, and AI Ambitions
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Sep 1, 2025 
Alice Han, a savvy commentator on China's economic policy, joins James Kynge, a Financial Times correspondent, to explore China's global strategy. They discuss Beijing's potential preference for a prolonged Ukraine conflict and how U.S. policies may be inadvertently reinforcing the China-Russia alliance. The pair also dive into the implications of state capitalism and the rise of China’s tech ambitions, highlighted by the inaugural humanoid robot games, which offer a comedic yet insightful look into the country’s advancements in AI and robotics.
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China Gains From A Longer Ukraine War
- China benefits from a prolonged Ukraine conflict because it strengthens Beijing's strategic tie with Russia and secures its northern border.
- Deepening trade, energy deals, and geopolitical support make US attempts to split the axis unlikely.
Border Visit Illustrates Growing China-Russia Glue
- James described standing on the Amur/Heilongjiang river and seeing rapid change over a decade with new bridges and trade growth.
- That transformation illustrated why Russia-China ties now have deep economic and strategic glue.
TSMC In Arizona Faces Cost And Talent Gaps
- Building advanced chip plants in the US is costly and may double production expenses versus Taiwan.
- High capital subsidies lure firms, but long-term viability depends on scale and skilled labor availability.