Paul Triolo, an expert in China's technological policies, joins author Kevin Xu to discuss China's response to U.S. semiconductor export controls. They delve into the significance of the Middle East in AI development and the evolution of the chip wars into cloud wars. The conversation highlights China's struggles for semiconductor self-sufficiency and the challenges of technological quality. Triolo reveals insights about the future of China's semiconductor industry and the impact of U.S. policies on this critical sector.

Pablo Chavez and Kevin Xu discuss the digital sovereignty movement, open source architecture in AI governance, Meta's open source history, sovereign AI initiatives, and the geopolitical forces driving nations to pursue their own AI strategies on the 'ChinaTalk' podcast.

Kevin Xu, founder of Interconnected Capital and author of the Interconnected newsletter, dissects the intense AI arms race between the U.S. and China. He explains China's ambitious AI strategies and how recent export controls could reshape its technological landscape. The conversation delves into misconceptions about China's capabilities and contrasts the two nations' approaches to AI development. Xu emphasizes the urgent need for human oversight in military AI strategies, highlighting the broader implications for national security and global tensions.

Kevin Xu, Obama-era White House official and creator of https://interconnect.substack.com/ comes on ChinaTalk to discuss: Our impressions of the House's TikTok hearing Continued cross-border reliances around batteries and cloud computing The missed opportunity of Zhang Yiming's generation of founders GPT4's remarkable translation capabilities Outtro Music: https://www.youtube.com/watch?v=LQiOA7euaYA Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Xu of the fantastic Interconnected newsletter, and formerly of Commerce and the Obama White House, ran through a grab bag of some of the hottest topics in US-China tech. We got into the politics of Tesla in China, what Morris Chang of TSMC thinks about the future of the semiconductor industry, how open source is key to the future of American industrial policy, why the Endless Frontier Act (which I wrote about in the most recent edition of the ChinaTalk newsletter) is the most important bill you've never heard of, and why Bytedance's Zhang Yiming deserves his own biopic.  Student Research Symposium: https://forms.gle/FYoSeHS7t3ZLLwEh9 Work with me! https://rhg.com/job/research-assistant-china-technology-and-industry-research/ Outtro Music: Soft Lipa - An Epic | Warrior OST https://www.youtube.com/watch?v=gAOTdpEeZ6s Get bonus content on Patreon See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices