China Tech Talk

This week, I welcomed back Glenn Luk as well talked about the recent happenings with respect to Alibaba’s Great Leap Forward in its AI ecosystem, cloud platform and the full stack solution. We talked about over how Alibaba has gotten back into the good graces of Chinese government and did all the hard work of becoming a powerhouse in AI. They are basically the only hyperscaler outside of Google wh...

On this episode, I spoke with my friend Nelson, who is a Brazilian journalist currently living in and reporting from Beijing. We talked about how China and Brazil’s relationship has grown in the past 15 years. How Brazil and America’s relationship has been declining, especially under Trump. And we talked about what are the things going forward that will likely to continue to pull the 2 countries t...

This week, I’m happy to welcome Han Feizi on my show. He is a writer on Asiatimes and has very interesting and high quality view on China’s economy and its changes over time. Since I recently stayed in Beijing for 3 weeks, it was good to catch up with him just on what I saw and how it matches up with what he sees on the ground. One thing that Han really emphasizes is that China’s economy is actual...

In this episode, I am joined by Lei and Bora to discuss all the various interesting platforms that we saw in the recent parade. We didn’t talk about the political/geopolitical side of things since that’s really not interesting. We also didn’t talk about nukes, since that’s just a distraction. So, we really focused on which platforms on game changing and we they are important. I think we spent the...

This episode, Lei joins me as we discuss the things that I encountered during my trip to China, where I had a lot of thoughts about the overall economic situation, the current tech scene and development socially since the last time I was there. For me, there were a lot of surprises, especially in the second and third tier cities. A common refrain I hear from parents in their 40s is the concern tha...

This week, I decided to do a Q&A of AI related questions I have received on substack, Twitter, discord and forum. Open source models running on domestic AI chip. New way of measuring from Stepfun. I talked about AI robots, AI applications in industries and running AI on different type of chips. I will have more on China and AI once I get back from my China trip. The way that AI is incorporated int...

This week, I invited my friend Simon on the show to talk about AI infrastructure. This is a very interesting topic to think about. We talked about the reason for Nvidia’s market dominance and the problems that Intel and AMD have faced in developing their own market place. We talked about the number of chips involved and the challenges in building large data centers. Here is a chart of the Hopper d...

I was inspired to make an episode on manufacturing and why it is difficult to do manufacturing in America after I watched this video, I asked Lei to join me to discuss how China has taken over the expertise on manufacturing all the “basic stuff” Of course, China has now developed the ability to manufacture higher end stuff and increasingly designing its own products. But China’s upstream supply ch...

For the third episode, I invite Glenn Luk onto the show to talk China’s vast HSR. He helped us debunk many of the myths regarding China’s HSR economics. We also talked about how HSR helps facilitate travel, improve Quality of Life and increase freight inside China. Here is a look at the current Chinese high speed rail map And its overall railway map. Very well connected and you can imagine that ma...

This week, I welcomed Snek onto my podcast to talk about his thoughts on the ongoing Russian/Ukraine conflict. This is an area that I have not followed closely, but Snek is very well versed in. We recorded with lower volume, so raise the volume to hear it clearly. We look at the conflict in 3 areas: * The current state of the conflict. * The usage of drones and AI in this conflict * The industrial...

I invited Lei on the show for our first episode This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com