Lily Jamali

Lily Jamali, a BBC technology reporter, and Paul Kedrosky, a partner at SK Ventures, dive deep into the dynamics at play in the AI industry. Lily explains how the rapid escalation of AI investments creates a bubble, fueled by hype and massive valuations. She highlights concerns about market concentration and the potential for significant financial losses if it bursts. Paul adds a layer, discussing excessive capital spending on infrastructure that raises systemic risks. Together, they explore AI's impact on the economy and the long-term ramifications of an eventual bubble burst.

Lily Jamali, North America's technology correspondent, dives into the meteoric rise of DeepSeek, China's groundbreaking AI chatbot, and its implications for the tech landscape. The discussion touches on potential AI doomsday scenarios and the urgent need for safeguards in AI development. Jamali also explores innovations in automotive technology, focusing on how software is revolutionizing vehicles, including the shift to electric and sustainable solutions. The podcast offers a gripping look at the intersection of AI advancements, privacy concerns, and the future of driving.

Dr. Henry Wang, a former advisor to China's State Council, discusses the stakes of the much-anticipated Trump–Xi summit, focusing on trade stability and cooperation against fentanyl. Jeff Moon, a trade strategist, provides insights on the fragility of any potential agreements and their ramifications for small businesses, as highlighted by Peter Moses, who shares how tariffs impact his coffee roastery. Meanwhile, tech correspondent Lily Jamali covers major earnings from firms like Alphabet, detailing AI's role in their success and hinting at future challenges.