Inside China AI Podcast

Where is AI actually paying off? In this episode of Inside China AI , Gabrielle Chou, Associate Professor at NYU and based in Shanghai, speaks with AI analyst Lucy Tan about five industrial AI use cases drawn from confidential interviews with senior executives at large Chinese industrial groups. The episode looks beyond demos and pilots to ask where AI has produced measurable returns inside real o...

Tencent Is Changing What the AI Model Race Is For Hy3 is not just another model launch. It is Tencent’s bet that models become infrastructure — while the real value moves to Yuanbao, WorkBuddy, CodeBuddy, Tencent Cloud, and Weixin. Tencent released Hy3 preview on April 23. But the launch itself is not the real story. In this episode of Inside China AI , Gabrielle Chou speaks with AI analyst Lucy T...

China AI This Month: Regulation, Capital, Compute, Grey Markets, and Monetization Inside China AI — Monthly Podcast, May 2026 The China AI story this month isn't about model releases. The stronger signal is that China's AI market is becoming structured — regulated, funded, protected, priced, and integrated into infrastructure. In this episode, I'm joined by Lucie [last name / role] to unpack the f...

At the 2026 Beijing Auto Show, the biggest story was not just electric vehicles. It was AI moving into the car. In this episode of Inside China AI , Gabrielle Chou looks at how Chinese AI is moving from models and apps into hardware — cars, cockpits, appliances, glasses, robots, and other physical products. The central question: when Chinese hardware goes global, does Chinese AI travel with it? Or...

The DJI issue is now a 23-minute audio portrait — same piece, different pace. If you prefer listening, the podcast is in your Substack feed or in the app. And if someone on your team missed the written version, the audio is often the easier forward. This is the first in a new monthly format — The Clever Move — where once a month I take one company that makes the month's argument concrete. This mon...