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ChinaTalk
Deep Tech VC On AI, Chips, and US-China Competition
Sep 30, 2023
Topics discussed include: implications of Huawei breakthrough, underperformance of China's AI companies, challenges facing AI startups, AI's impact on the labor market, investing in deep tech, China's economy driven by consumer demand vs state support, comparing the economic situations of Japan and China, China's success in EV and semiconductor industries, uncertainties of a second Trump presidency on US-China relations, different writing styles and opinions, choosing a concluding song, and playful exchange of repetitive statements.
01:07:20
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Quick takeaways
- The difficulty in creating a useful domestic AI chip due to breakthrough implications of Huawei and NVIDIA's CUDA technology.
- The underperformance of China's AI companies compared to expectations.
Deep dives
The Chinese economy's slowdown and pandemic impact
The podcast episode discusses two main perspectives on the Chinese economy: the long-term structural slowdown and the short-term impact of the pandemic. The Chinese economy has been gradually slowing down since 2010, reaching a growth rate of around 6-7%. The pandemic further disrupted the economy, with lockdowns and restrictions initially showing some success in curbing the virus. However, the situation worsened as the virus mutated, leading to more repression and economic challenges. Despite high hopes for a rebound, the economy has not seen the expected growth, raising concerns both domestically and globally.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode