AI Pod by Wes Roth and Dylan Curious | Artificial Intelligence News and Interviews With Experts

China Just Popped America's AI Bubble: Cyrus Janssen Reveals What Happens Next!

Dec 3, 2025
Cyrus Janssen, a geopolitical analyst specializing in China's tech landscape, discusses how China is rapidly becoming an AI superpower. He explains the significant government support driving China's R&D and infrastructure advancements. Janssen emphasizes the growing competition between China and the U.S., arguing that China's peaceful rise aims for global leadership rather than conflict. He highlights China's rapid robotics deployment, innovative medical collaborations, and impressive STEM output, cautioning that the AI race is shifting towards a multipolar future.
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INSIGHT

Government-Driven Acceleration

  • When China's government prioritizes an industry, companies get faster funding, permits, and access to tech.
  • Cyrus Janssen says that centralized direction and low red tape accelerate national AI development.
INSIGHT

Cheap Models Can Close Gaps

  • DeepSeek showed advanced models can be built cheaply and challenge Western leaders.
  • Janssen warns never to bet against China given its large STEM pipeline and rising university quality.
INSIGHT

Chip Lead Shrinking Fast

  • China has narrowed the chip gap from years to "nanoseconds" according to industry observation.
  • Janssen argues US chip advantage may disappear within a few years as China accelerates.
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