Paul Triolo

Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, teams up with Paul Triolo, partner at DGA Albright Stonebridge Group, to delve into the riveting US-China tech rivalry. They dissect the impact of US export controls on China's tech landscape and how these measures have accelerated China's drive for chip independence. The duo explores semiconductor choke points, the potential for self-sufficiency, and the critical role of energy availability for AI infrastructure. Unpacking each nation's strengths, they paint a vivid picture of the tech race's future.

Paul Triolo, a seasoned observer of China's tech landscape, and Ryan Cunningham, founder of Edgerunner Ventures, discuss their insights from the World AI Conference in Shanghai. They cover China's ambitious AI goals, contrasting U.S.-China strategies, and the challenges of AI safety frameworks. The duo highlights China's proactive approach to global AI governance while addressing the hardware constraints faced by domestic companies. Their engaging conversation also touches on the significance of philosophy in tech and offers entertaining recommendations.

Joining Robert Wright is Paul Triolo, a tech and China policy specialist at Albright Stonebridge Group. They dive into the complexities of US-China tensions over microchips and rare earth elements. Triolo explains how Trump's tariff threats were triggered by China's export rules and reveals the strategic importance of rare earths in industry and defense. He discusses the implications of the US ‘50% rule’ and how both nations' export controls have sparked a game of tit-for-tat, leading to significant global supply chain disruptions.