In this discussion, Josh Chin, a Senior Global Correspondent for The Wall Street Journal, and Tatia Bolkvadze, a technology analyst at Oxford Analytica, dive into the rapid rise of China's AI capabilities. They explore how China's state-driven strategy has enriched its AI landscape and threaten Silicon Valley's pricing power. The conversation highlights the role of open-source models in expanding China's global reach, the implications of Huawei's initiatives in developing regions, and the potential shifts in U.S. policies impacting tech dynamics.