China, every mention

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every year anyone Alex Kantrowitz 523Grace Shao 33Alex Stamos 30Ryan Petersen 27Ranjan Roy 17M.G. Siegler 14Condoleezza Rice 12Alexandr Wang 9Stephen Morris 7Brian McCullough 7

Verbatim, from the transcripts: the passages where China comes up

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Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler Sep 9, 2026 · 1 mention

  • ▶ 49:14 M.G. Siegler Just being this, you know, quote unquote, Switzerland of, uh, you know, the clouds of AI for AI, and they're happy to use anything, be it open models from China, be it, um, any of the competitive, you know, the frontier models products.

How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown Aug 26, 2026 · 3 mentions

  • ▶ 22:15 Alex Kantrowitz Uh, when asked, uh, when we asked the major model, something as basic as what form of government the U S has, one of them called Opus 4.7 side of the global times, a Chinese state run tablet. 3 times in the scene

Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky Aug 12, 2026 · 13 mentions

Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick Aug 10, 2026 · 5 mentions

  • ▶ 12:53 M.G. Siegler He built this Chinese supply chain.
  • ▶ 23:53 M.G. Siegler Um, but still it was surprising that it's, uh, that it's not growing as fast, especially because all you hear about and all you see them touting now is, is Apple TV and all, you know, the big Hollywood stuff and F one partnership and MLS… 4 times in the scene

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn Aug 5, 2026 · 1 mention

Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day Aug 3, 2026 · 1 mention

How Much Water AI Data Centers Actually Use. And What Can Be Done About It. — With Christophe Beck Aug 3, 2026 · 6 mentions

  • ▶ 20:18 Christophe Beck Uh, that was, um, being built, and today, one a week, and 50% of them are in the United States, 30% are in China, and 20% everywhere else, which is kind of an indication as well, um, where the power, where the train, uh, is going, so from…
  • ▶ 30:08 Christophe Beck Well, that's the Chinese. 4 times in the scene
  • ▶ 33:02 Christophe Beck Well, because we want to be better than the Chinese, where it's going to keep going up.

How China Caught U.S. AI — With Grace Shao Jul 29, 2026 · 57 mentions

  • ▶ 0:00 Alex Kantrowitz How does China keep catching up to the U.S. in AI despite having much fewer state-of-the-art resources at its disposal? 7 times in the scene
  • ▶ 2:23 Grace Shao Actually, Nathan even shared with me when we talked about after his China, big, big China trip, when he visited all the labs, I think it's a lot of it's in the talent and people are really, really shocked by the talent. 5 times in the scene
  • ▶ 4:55 Alex Kantrowitz Uh, and I actually want to read a selection from, uh, Lambert about his trip to, uh, to China where he met the Kimi team. 4 times in the scene
  • ▶ 10:33 Grace Shao I'm sure you saw like a couple months ago, there was a huge hype around Chinese model, those Chinese companies all pushing out their own frontier models. 7 times in the scene
  • ▶ 16:56 Alex Kantrowitz Um, the, you, if you looked at what the advantage of, of, let's say, U.S. and China were, um, China, of course, is this open-source ecosystem. 4 times in the scene
  • ▶ 21:57 Grace Shao I'm sure you were like, I think even Freeberg and Sachs, these people who are quite, I wouldn't say anti-China, but had a top, 4 times in the scene
  • ▶ 27:16 Grace Shao DeepSeek supposedly also looking at the starboard in China. 4 times in the scene
  • ▶ 34:54 Grace Shao Now, given that, I think following up on what we just talked about, I think it is in China's, uh, China's interest 3 times in the scene
  • ▶ 45:19 Alex Kantrowitz And so, if I'm, let's say, let's say I'm gonna try to channel, like, Greg Brockman from OpenAI, you know, he might say, China can go and ship all the parity AI they want if they can't deliver it with enough compute, 6 times in the scene
  • ▶ 47:53 Alex Kantrowitz Now I'm going to ask you a question that you've called ridiculous in your writing, but I feel like we shouldn't let it go unaddressed, which is, you know, we started this conversation about, you know, you talked about how China has a lot… 8 times in the scene
  • ▶ 52:36 Alex Kantrowitz Um, you know, we spoke about it last, last time that you were here, that China has this advantage because they've been building a lot of hardware and now they have AI development. 4 times in the scene
  • ▶ 58:20 Alex Kantrowitz Uh, you know, two years in a row, great opportunity to speak with you and help us understand everything going on with the Chinese, uh, AI movement, which I think will only get more interesting from here.

How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani Jul 29, 2026 · 2 mentions

  • ▶ 25:08 Snehal Antani That triggered, I'm actually in Europe right now, that triggered this mass evaluation of whether enterprises should use Chinese models instead. 2 times in the scene

OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos Jul 22, 2026 · 12 mentions

  • ▶ 13:39 Alex Stamos Uh, unfortunately, you know, the Kimi, Kimi is really, Kimi, uh, you know, three is the best of the Chinese models now. 6 times in the scene
  • ▶ 17:36 Alex Stamos So we had to switch to a Chinese model to defend ourselves. 3 times in the scene
  • ▶ 31:24 Alex Stamos We have found that in that the Biden era controls on silicon have created a massive industry in China, and the knowledge on how to build large language models is something that there is a undergraduate class at Stanford where you get that…
  • ▶ 40:13 Alex Stamos I think there's absolutely no way you get China to agree to anything like that. 2 times in the scene

Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble Jul 20, 2026 · 12 mentions

  • ▶ 0:00 Alex Kantrowitz The walls are coming down for OpenAI and Anthropic as cheaper models and new open source competitors from China challenge their ability to make a profit. 2 times in the scene
  • ▶ 1:35 Alex Kantrowitz Bloomberg says, China's powerful new AI surprises investors, fueling a tech route. 4 times in the scene
  • ▶ 32:15 Alex Kantrowitz China has been able to catch up the way they have. 2 times in the scene
  • ▶ 35:35 Alex Kantrowitz For the first time, a Chinese model, Kimi K-III, has taken number one on the front-end code arena and is scoring at or near frontier on other benchmarks. 3 times in the scene
  • ▶ 40:19 Alex Kantrowitz Of course, we have the latest, ah, models coming out from Anthropic with Fable, and OpenAI with 5.6, and Meta with Musepark 1.1, and SpaceX with Grok 4.5, and China with Kimi K three, and Google with

Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode Jul 10, 2026 · 10 mentions

  • ▶ 11:31 Max Cherney For some reason, the modern world decided to decided to put all of our chip manufacturer, most of it next to Kim Jong Un, and the rest of it is in China, is in is in Taiwan. 2 times in the scene
  • ▶ 16:14 Alex Kantrowitz Yeah, there was a there was an interesting moment in the Dwarkech Jensen interview, which I guess will come up in every session today, where we're basically what Jensen is trying to get across to Dwarkech is if you do not provide chips to… 8 times in the scene

The Real ROI of AI Tokens — With Dallas Dolen Jul 9, 2026 · 1 mention

  • ▶ 7:05 Dallas Dolen And this is where this concept of central planning, and I say that as someone who's traveling to China next week, this concept of centralized planning within an enterprise is going to be so important.

Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases Jun 29, 2026 · 4 mentions

  • ▶ 10:03 Alex Kantrowitz Like, there have been people on Twitter talking about how, like, the U.S. is much more top-down on AI than even China is today. 4 times in the scene

AI’s True Cyber Risk: Fable, Mythos, China, and The Rest — With Alex Stamos Jun 28, 2026 · 10 mentions

  • ▶ 4:24 Alex Stamos And I say most likely because we do not know what the Chinese secretly have in their labs. 3 times in the scene
  • ▶ 13:05 Alex Stamos So while Fable was shut down on Tuesday of this week, GLM 5.2 was shipped right from Zeta AI, which is a Chinese lab. 3 times in the scene
  • ▶ 17:12 Alex Stamos What would be terrible for the entire American AI and cybersecurity industries is if the Trump administration defines a jailbreak as having any ability to find any vulnerability in code, because then all of us have to go to Chinese models.
  • ▶ 18:43 Alex Stamos They're not using Chinese hosts, but they're using Chinese models on as backups through LLM routers because political risk 3 times in the scene

Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast Jun 26, 2026 · 28 mentions

  • ▶ 21:52 Aaron Levie Probably China.
  • ▶ 22:43 Aaron Levie Chips from China, models from China, et cetera, which I don't have any, like, you know, you know, reason to be, be against other than just like, I want America to win the economic, you know, uh, angles on this. 4 times in the scene
  • ▶ 52:54 Max Cherney Uh, for some reason, the modern world decided to decided to put all of our chip manufacturer, most of it next to Kim Jong Un, and the rest of it is in China, is in, is in Taiwan. 2 times in the scene
  • ▶ 57:37 Alex Kantrowitz Yeah, there was a there was an interesting moment in the Dwarkech Jensen interview, which I guess will come up in every session today, where we're basically what Jensen is trying to get across to Dwarkech is if you do not provide chips to… 7 times in the scene
  • ▶ 1:08:48 Dallas Dolen And this is where this concept of central planning, and I say that as someone who's traveling to China next week, this concept of centralized planning within an enterprise is going to be so important.
  • ▶ 1:54:53 unnamed speaker Uh, my question about, uh, before you always, uh, a different, uh, speaker bench about, uh, China. 5 times in the scene
  • ▶ 2:05:12 Alex Stamos It is most likely the best bug finding model in the world, and I say most likely because we do not know what the Chinese secretly have in their labs, but for all the stuff for which we have open known security evaluations for, it scores… 3 times in the scene
  • ▶ 2:14:34 Alex Stamos And that's the best Chinese model we know about, right? 5 times in the scene

Are AI Glasses Over? + Big Technology AI Summit Audience Questions Jun 22, 2026 · 6 mentions

  • ▶ 28:05 unnamed speaker Uh, my question about, uh, before you always, uh, a different, uh, speaker bench about, uh, China. 6 times in the scene

AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian Jun 17, 2026 · 1 mention

  • ▶ 34:14 Ara Kharazian You know, new, new starters, companies that are just starting to onboard to using AI are not starting with the Chinese model.

Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public Jun 8, 2026 · 1 mention

  • ▶ 10:25 Alex Kantrowitz Let's say OpenAI was calling Codex a super app because they were bringing ChatGPT and coding and a browser together, and that's not your traditional super app, which is like what you would have in China, which is like one app that does…

AI Pioneer Geoffrey Hinton: AI Is Conscious, Superintelligence is Coming, And We Should Be Worried Jun 4, 2026 · 1 mention

  • ▶ 38:14 Geoffrey Hinton So what we've got is intense competition between companies within the US and between the US and China.

Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo May 27, 2026 · 2 mentions

Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI May 25, 2026 · 2 mentions

How AI Changes Society, And Society Changes AI — With Obama Campaign Manager David Plouffe May 22, 2026 · 5 mentions

  • ▶ 4:19 David Plouffe But there's also the geopolitical argument, which is, uh, you know, well, if we don't lead, China will. 2 times in the scene
  • ▶ 11:33 David Plouffe You're going to see Democrats and Republicans who you might view more responsible saying, well, we've got to be China and the technology's here. 2 times in the scene
  • ▶ 31:42 David Plouffe We just got to be China, so we have to do it.

The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope? May 11, 2026 · 1 mention

  • ▶ 54:11 Ranjan Roy I don't know, like, uh, to me, I guess, yeah, to me, it's still not significantly different than manufacturing automation in the 2000 and what that did to blue collar work in the U S and also outsourcing within China.

Software's Path Forward In The Agentic AI Era — With ServiceNow's Amit Zavery May 8, 2026 · 1 mention

  • ▶ 20:12 Amit Zavery If somebody's traveling to China and they need a lap, new laptop and a new phone, why do they want to take a PTO?

AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko May 7, 2026 · 6 mentions

  • ▶ 42:36 Alex Kantrowitz So I want to take a break and I want to go over that with you and then talk a little bit about the variety of models you do orchestrate, including the Chinese models.
  • ▶ 49:19 Alex Kantrowitz Um, you, I mentioned this before the break, but you use the Chinese models. 5 times in the scene

OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban May 4, 2026 · 5 mentions

  • ▶ 8:24 Ranjan Roy Like, I, I, I don't know, like, in India, obviously China's gonna be its own very, very specific market.
  • ▶ 32:36 Ranjan Roy I think, like, this is significant because I think the distillation conversation when it comes to Chinese models and deep seek has been a pretty loaded one, and if the fact that he's just admitting this openly and saying it confidently,… 4 times in the scene

Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade Apr 27, 2026 · 2 mentions

Are We Too Obsessed With AI Predictions? — With Carissa Véliz Apr 22, 2026 · 3 mentions

  • ▶ 26:45 Alex Kantrowitz I mean, I, first of all, I'll just say, like, uh, have you been to China? 3 times in the scene

Tim Cook Steps Down. And Who is John Ternus? — With Joanna Stern Apr 21, 2026 · 1 mention

  • ▶ 3:55 Alex Kantrowitz Because certainly there's criticism of how much he overindexed on China and, you know, many of the, the gold bar in the Oval Office.

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot Apr 20, 2026 · 18 mentions

  • ▶ 3:23 Alex Kantrowitz Um, the first line that he said about Mythos, and this was in response to a China question, but I think this is really telling. 2 times in the scene
  • ▶ 12:43 Alex Kantrowitz So if Chinese companies and Chinese labs and the Chinese government had access to the AI chips to train a model like Claude Mythos, 15 times in the scene
  • ▶ 33:19 Alex Kantrowitz A source close to the negotiations told us it would be a gift to China.

The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael Apr 15, 2026 · 5 mentions

  • ▶ 16:36 Emil Michael I mean, I'm, I, I think if you think about the, the biggest military buildup in world history in China, and you think of it, you've seen the purge of the generals and sort of the military hierarchy there,
  • ▶ 18:35 Alex Kantrowitz But the question is here, uh, if you have your adversary who's doing that, let's say you're in a direct conflict, I mean, maybe it won't be China, can you really afford to sit still and do it by the book?
  • ▶ 26:08 Alex Kantrowitz Um, you know, China has been putting on these displays, epic displays of, you know, the drone art 2 times in the scene
  • ▶ 54:16 Emil Michael Um, and China wasn't, hadn't, wasn't, didn't have a military build-up until in the end of the year.

Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta Apr 13, 2026 · 1 mention

  • ▶ 27:17 Ranjan Roy Do you remember, like, everyone wanted to be super app in the two, 20 tens, because you would hear in China.

OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie Apr 8, 2026 · 1 mention

OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute Apr 1, 2026 · 1 mention

  • ▶ 1:05:28 Greg Brockman I think it's going to be about national competitiveness and that there are other countries like China where AI pulls in the exact opposite direction.

Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us Mar 26, 2026 · 4 mentions

  • ▶ 9:55 Senator Mark Warner But in the short term, the amount of AI job dislocation is going to be jaw-dropping, and I don't think the majority of, of senators understand, and I think they can be convinced, um, and I just fear that we, what we've got now is, you… 2 times in the scene
  • ▶ 12:36 Senator Mark Warner China and the rest of the world is moving ahead.
  • ▶ 24:43 Senator Mark Warner These models are out there, and the fact that, you know, you know, in China clearly is investing at an amazing rate, but even if America closed down,

AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore Mar 12, 2026 · 1 mention

  • ▶ 2:23 Olivia Moore Um, so the numbers I've seen, I think, track closely with, with what you're saying versus something like a China where, like, you know, half as trusting in AI if you, if you look at some of these surveys.

Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz Mar 6, 2026 · 5 mentions

  • ▶ 9:25 Michael Horowitz If you, you know, Anthropic's been very public in its criticism of some other Trump administration, uh, activities unrelated to defense, uh, such as sort of easing up on AI export controls with regard to China. 2 times in the scene
  • ▶ 43:07 Michael Horowitz And, like, think about, like, in 1999, for example, in the context of the Kosovo bombing campaign, where the U.S. by accident, like, bombs the Chinese embassy. 3 times in the scene

Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff Mar 2, 2026 · 1 mention

  • ▶ 15:46 Ranjan Roy Fully autonomous weapons, I don't, if that's the direction that warfare is going, I feel like that's just gonna be part of whatever China or other countries are developing anyway, so it's just gonna be kind of, uh, as awful as it may…

Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy Feb 12, 2026 · 3 mentions

The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO Feb 2, 2026 · 3 mentions

  • ▶ 35:22 Stephen Morris Uh, I'm really interestingly in China as well, which, you know, shows the tight rope, the tight rope, 3 times in the scene

Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing Jan 20, 2026 · 6 mentions

  • ▶ 41:00 Alex Kantrowitz There was a half marathon in China of humanoid robots and the highlights look really funny. 6 times in the scene

Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch Jan 16, 2026 · 14 mentions

AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball Jan 13, 2026 · 1 mention

  • ▶ 1:43 Alex Kantrowitz Um, a lot of skepticism around it, and especially in the US, there is negative sentiment, whereas in places like China, and even Europe, uh, there's much more of a positive approach to AI, and you basically say, listen, there's two strong…

2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft Dec 24, 2025 · 3 mentions

  • ▶ 1:15 Reed Albergotti Um, but I also think, you know, we've been talking a lot about China recently, right?
  • ▶ 7:40 Reed Albergotti China, from France, you know, with Mistral, that it's just, I think at this point, the new models are either going to just be part of their products, like almost backend technology, or they'll be, you know, they'll be closed models, just…
  • ▶ 24:52 Reed Albergotti I don't know how much he, I mean, and you've got just so many issues with China

CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market Dec 23, 2025 · 4 mentions

Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS Nov 25, 2025 · 1 mention

  • ▶ 23:21 Mark Moffat Some of the technological developments with solar in particular, predominantly coming out of China,

Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg Nov 19, 2025 · 4 mentions

  • ▶ 22:46 Alex Kantrowitz Once, I mean, we're going to talk about China, I think coming up, but once people in China got the recommender system to the point that it was, then it was off to the races from there.
  • ▶ 39:44 Alex Kantrowitz They're, you know, the companies have moved towards closed systems, but they're open enough, uh, that something that happens in China can get copied right into the U S and U S into China. 3 times in the scene
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