Two weeks ago, America thought it was leading the AI race. Then out of nowhere, an unknown Chinese start-up turned the American stock market—and that assumption—on its head. DeepSeek, a Chinese company founded less than two years ago, released a free AI chatbot that rivals the most advanced available open AI products. And they did it despite America’s prohibition on shipping our most advanced microchips to China.

America was caught flat-footed, asking how did this happen? And could we actually lose this tech war?

Now, if your understanding of computers stops at the term hard drive, don’t worry. Today on Honestly, Bari has two incredible guests, experts on both AI and China, who are going to break it all down for you. Tyler Cowen is an economics professor, AI expert, and a must-read writer at his blog, Marginal Revolution. He is joined today by Geoffrey Cane, an expert on China and the author of The Perfect Police State: An Undercover Odyssey Into China’s Terrifying Surveillance Dystopia of the Future.

Today, how this happened and what it means. And can America win the AI war with China?

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