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Alex Lee
Co-founder of TrueNorth and former VP at Enflame with a PhD in electrical and computer engineering; tech investor and former McKinsey consultant with deep expertise in AI chips, compute strategy, and China–US tech dynamics.
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Aug 12, 2025
• 1h 24min
Chinese vs. American AI: the Rundown with Alex Lee
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In this discussion, Alex Lee, co-founder of TrueNorth and AI expert with a PhD in electrical engineering, shares valuable insights into the US-China AI rivalry. He explores China's leadership in open-source AI and its implications on global tech dynamics. The conversation touches on the economic incentives driving Chinese innovation and how cultural differences impact tech execution. Alex also discusses the potential ramifications of a Taiwan conflict on chip supply chains and the evolving landscape of AI hardware, including the future of AI accelerators.
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