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
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 4:39 Alex Kantrowitz Uh, uh, competition with, for example, China. 2 times in the scene
- ▶ 13:49 Ranjan Roy They have an entire section where they talk about, like, the need to counter the PRC, People's Republic of China, by de-risking US manufacturing expansion, provide manufacturers with the certainty in capital they need to scale production…
- ▶ 31:18 Alex Kantrowitz Uh, Jensen Wang from Nvidia on Wednesday, as this is all going down, says, as I have long said, China is nanoseconds behind America and AI. 4 times in the scene
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- ▶ 36:26 Alex Kantrowitz Do you feel what, do you feel the, um, I don't know the right word to put it, the pressure of competing with China? 3 times in the scene
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- ▶ 37:27 Ranjan Roy So that's why Nvidia is paying 15% on chips to China.
- ▶ 51:17 Alex Kantrowitz Trump's order will enable an American-led group of investors to buy the app from China's ByteDance. 3 times in the scene
Do We Care About The iPhone Air?, Nepal's Discord Revolution, San Francisco’s 996 Culture
- ▶ 48:31 Alex Kantrowitz So if you know about nine, nine, six, it's a work culture, uh, predominantly associated with China, where you work nine AM to nine PM, six days a week. 2 times in the scene
Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
- ▶ 44:31 Alex Kantrowitz There was this half marathon in China. 6 times in the scene
Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- ▶ 54:04 Alex Kantrowitz Well, we might be the only ones actually hearing about it here in the outside of China.
Vibe Coding: Everything You Need To Know — With Amjad Masad
- ▶ 30:42 Amjad Masad We should, we should talk about the Chinese open source models in a second, because I think that that will introduce an interesting mix to, to, to this.
- ▶ 39:16 Alex Kantrowitz I do want to speak with you about Deep Seek and Kimi K-II and other Chinese models.
- ▶ 39:23 Alex Kantrowitz And we're back here on Big Technology Podcast with Amjad Massad, the CEO of Replit, talking about all things AI code, vibe coding, and now let's talk about these Chinese models. 3 times in the scene
- ▶ 56:58 Amjad Masad Well, with, with all the deaths that happened there or, or, um, in, uh, China or whatever.
Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
- ▶ 1:00:47 Dario Amodei For being in favor of export controls for chips on China, for talking about the economic impacts of AI. 2 times in the scene
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 34:20 Stephen Morris There is just quite simply not enough power that exists in the United States or around the world or anywhere really apart from China to, to drive these data center ambitions. 4 times in the scene
Grok's AI Lovebot, Aqui-Hire-Sition Backlash, OpenAI's ChatGPT Agent Debuts
- ▶ 43:55 Alex Kantrowitz So the headline is China's moonshot AI releases open source model to reclaim market position.
Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat
- ▶ 0:00 Alex Kantrowitz Is the United States at risk of losing its technological edge as it cracks down on university research funding, pushes away international students, and falls behind China in some key disciplines?
- ▶ 0:29 Alex Kantrowitz The US has long been viewed as the leader in technology, but you look at China, they're the leader in battery technology, the leader in EVs. 4 times in the scene
- ▶ 2:05 Alex Kantrowitz China can develop technology. 5 times in the scene
- ▶ 4:56 Alex Kantrowitz And I think that a lot of people have been talking about, you got to stop the exports of chips to China, the chips that these AI innovations are built on top of. 8 times in the scene
- ▶ 7:07 Condoleezza Rice And secondly, um, when you speak of Taiwan, ah, yes, it, it is a remarkable fact that this extremely important industry, which we founded, has ended up in a place that is vulnerable to China. 12 times in the scene
- ▶ 11:15 Alex Kantrowitz If you look at China, there is an intense work ethic. 6 times in the scene
- ▶ 20:09 Alex Kantrowitz Going back from China to back, going back to China. 3 times in the scene
- ▶ 31:04 Alex Kantrowitz And the innovations coming out of China that I read in the beginning of this conversation were before any of this happened.
Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- ▶ 0:54 Ryan Petersen Yeah, well, if you're a brand that's importing goods, especially from China, your tariffs are higher. 4 times in the scene
- ▶ 3:02 Alex Kantrowitz The, during COVID, like, actually right after COVID, or maybe mid, it was about 20,000 dollars to bring a container in from China to the United States. 7 times in the scene
- ▶ 6:29 Ryan Petersen The United States manufacturing base, like if we don't manufacture, right now, China produces 40% of the world's manufacturing output. 3 times in the scene
- ▶ 11:09 Ryan Petersen Well, you have to import the goods and pay duties on the components, and then, ah, your product is now more expensive to produce, and if you instead produce that, those goods in Mexico that didn't have the tariffs on Chinese goods, you… 2 times in the scene
- ▶ 15:30 Ryan Petersen Electronics in southern China.
- ▶ 16:47 Ryan Petersen There's a ton of movement out of China. 10 times in the scene
- ▶ 34:32 Ryan Petersen Now, what, what happened, the way that companies took advantage of that program was they shipped either direct from China or other countries into the US. 4 times in the scene
- ▶ 38:39 Alex Kantrowitz I mean, I heard you recently say that 60% of Amazon sellers are in China. 10 times in the scene
- ▶ 58:19 Ryan Petersen They were very worried that China was going to build a canal through Nicaragua and, and, and their monopoly on transiting between the Atlantic and the Pacific.
Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- ▶ 48:03 M.G. Siegler The ever oncoming Chinese, uh, EV revolution and sort of all these other plays, which have really hurt Tesla in the market.
Is AI Really Taking Our Jobs? — With Noah Smith
- ▶ 0:00 Alex Kantrowitz Star economics writer, Noah Smith joins us to talk about AI productivity, immigration, why our politics are so silly, the state of the U S China relationship, and much more. 2 times in the scene
- ▶ 1:46 Noah Smith And you can always think about whether that's in the face of headwinds from anti-development restrictions or curtailment of trade, you know, like not just tariffs, but like just general de-globalization, uh, China buying less of our stuff,…
- ▶ 22:30 Noah Smith We outsourced to China.
- ▶ 46:35 Alex Kantrowitz So, um, all right, look, before we end, I, I heard you, uh, in another podcast sort of make the case for why the United States and China are, um, are, I would say maybe more adversarial than a lot of people can see on the surface. 18 times in the scene
- ▶ 52:29 Alex Kantrowitz We're ending with China. 2 times in the scene
Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- ▶ 1:27 Tom Lee Yeah, I mean, but as a narrative, AI makes sense that it's a U.S. story, because most of, really, there are, there's only two places where AI innovation's taking place, is the United States and China. 2 times in the scene
- ▶ 10:34 Alex Kantrowitz But is it manufacturing in the US or is it the, there are companies that will effectively create the designs and then outsource the manufacturing to places like China?
- ▶ 38:23 Alex Kantrowitz Like the, the rollback was too important for Elon's business because of his partnership with China and the supplies coming in from outside. 10 times in the scene
- ▶ 59:33 Tom Lee Almost 60% of stablecoins trading takes place in Hong Kong, China, and Japan.
Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
- ▶ 1:02:45 Alex Kantrowitz Uh, lastly, I shouldn't say lastly, but the other thing I wanted to discuss with you is China. 7 times in the scene
Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
- ▶ 44:00 Ranjan Roy Uh, there's been a lot of advance, and in terms of, like, it's our overall as a country positioning, especially relative to China in terms of space exploration, in terms of satellite launches, like, and, uh, I think it's, it's a much more… 3 times in the scene
Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- ▶ 36:15 Anthony Scaramucci But he could have said, hey, uh, the Chinese, which is true, they were supposed to buy certain agricultural products. 2 times in the scene
- ▶ 48:21 Alex Kantrowitz That we've had an apple, I think, sort of epitomizes this conversation of, like, the U.S. creates the IP, makes the products in China, and even if all this stuff is made out, you know, made elsewhere, the U.S. gets the better deal. 5 times in the scene
Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
- ▶ 6:57 Alex Kantrowitz The US government, worried about losing ground to China or spooking workers with preemptive warning, uh, says little.
- ▶ 19:28 Alex Kantrowitz NVIDIA's business is booming despite being shut out of China. 6 times in the scene
DeepMind CEO Demis Hassabis + Google Co-Founder Sergey Brin: AGI by 2030?
- ▶ 11:11 Alex Kantrowitz China having AGI?
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 31:00 Alex Kantrowitz However, the China revenue came in just a little bit lower than expected. 7 times in the scene
- ▶ 47:47 Alex Kantrowitz Come from third-party merchants that get many of their products from China and then sell on Amazon's website. 2 times in the scene
- ▶ 52:45 Alex Kantrowitz I don't know if you caught this, but Anthropic really doesn't like the fact that chips are getting into the hands of developers in China. 5 times in the scene
Amazon Head Of Prime on Tariffs, Alexa Plus Rollout, and AI Differentiation — With Jamil Ghani
- ▶ 3:38 Alex Kantrowitz I mean, right now we're in this position where we have this 90 day pause before a lot of the global tariffs are going to go into place, but there is 145% tariff coming in from China. 6 times in the scene
- ▶ 14:50 Alex Kantrowitz Amazon should be in a good place because it sources from countries outside of China, uh, because it's able to sort of shift things within the business quickly and could even gain, uh, where you see maybe some others who don't have that…
- ▶ 45:57 Alex Kantrowitz I don't know if you saw, they ran a half marathon of robots in China a couple of weeks ago.
Is Anthropic’s Claude AI Conscious, Shopping in ChatGPT, Systrom vs. Zuck
- ▶ 0:04 Alex Kantrowitz Robots run a half marathon in China. 2 times in the scene
- ▶ 20:31 Alex Kantrowitz I don't know if you saw, but there was a bunch of humanoid robots that ran this half marathon in China, and it was pretty hilarious, but also interesting.
- ▶ 36:08 Ranjan Roy The whole conversation around BYD and what Chinese EVs can look like.
Is OpenAI's o3 Model AGI? Is AI The New Social Media? Zuck's Revealing Testimony
- ▶ 48:42 Alex Kantrowitz This is going to sound kind of crazy, but the argument that you want China to be doing as much business with the U S and as much business with Taiwan, because it's in China's interest. 2 times in the scene
Why China's AI Strategy Just Might Work — With Grace Shao
- ▶ 0:00 Alex Kantrowitz Was DeepSeq an outlier or a sign that China's AI industry is a force to be reckoned with and a potential global leader in artificial intelligence? 4 times in the scene
- ▶ 0:57 Alex Kantrowitz Alright, let's start off with this question that we've been wondering about here, which is whether Deep Seek was an outlier, whether it was just a smart group of people who came up with a real AI innovation, or the tip of the spear,… 8 times in the scene
- ▶ 5:18 Alex Kantrowitz Why is the Chinese AI industry open sourcing all these models? 9 times in the scene
- ▶ 10:58 Alex Kantrowitz And the reason why he said that is because there is an environment in China where people see apps come up and then immediately copy them. 5 times in the scene
- ▶ 15:53 Alex Kantrowitz So I, I wanna, I don't wanna let my original question go without going a little bit deeper into it, asking whether DeepSeq was an outlier, whether there's more, uh, that China is doing. 14 times in the scene
- ▶ 24:46 Alex Kantrowitz So what are they building in China? 10 times in the scene
- ▶ 32:54 Grace Shao Um, in the sense of, you know, like the stock market just, you know, and, um, we saw a lot of US capital pulling out of China. 10 times in the scene
- ▶ 37:07 Alex Kantrowitz Within China, there has been a, a big change in terms of the way that the government thinks about tech, entrepreneurialism, and artificial intelligence, and it was really interesting to read some of the coverage 14 times in the scene
- ▶ 46:23 Alex Kantrowitz The videos I see on Twitter of Chinese robotics, 6 times in the scene
- ▶ 51:03 Alex Kantrowitz I want to go now to a, we talked a little bit, we had people who are interested in like, where is, uh, some of the other innovation within China coming from outside of 7 times in the scene
- ▶ 56:56 Alex Kantrowitz Uh, but it is another agent outside of China, uh, or coming out of China that people are paying attention to. 6 times in the scene
- ▶ 1:01:35 Alex Kantrowitz Thank you so much for coming on and sharing all this fascinating perspective on AI in China.
Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
- ▶ 12:57 Adam Parker So, like, the kind of research we're doing is looking at, like, China products you can buy at Target and Walmart and Costco today, and then seeing what the price is gonna be next week, later this week, and see, like, how quickly, if, if at…
- ▶ 14:27 Alex Kantrowitz We also know China, where it has a lot of production.
Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- ▶ 18:00 Alex Kantrowitz Now we're going to see another, all the bigger tariffs, like the extra 34% on China that's supposed to go into play on April ninth, which is Wednesday. 5 times in the scene
- ▶ 24:35 Ryan Petersen We have on April 17th, no one's talking about it right now, but they're in 10 days, they're going to impose fees on ships made in China when they make a port call in the US.
- ▶ 29:11 Alex Kantrowitz That is the way to basically get a package of some goods from Xi and her team who ship from China and not have to pay duties on them. 2 times in the scene
The Secret Problem With AI Agents and How To Solve It — With Guy Tytunovich
- ▶ 29:45 Alex Kantrowitz Uh, of China Manus.
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 25:33 Brian McCullough Uh, like a full, whatever, gigawatts thing of, of different places in Europe, and, and there was an article that I did this week about how in China something like 80% of the build out of their data centers for AI is, is currently unused.
- ▶ 43:58 Brian McCullough Um, what if the rest of the world did to us what we've been doing to China in terms of like import bans, export bans, things like that, where we don't feel like your tech is safe to use internally. 6 times in the scene
AI's Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks
- ▶ 46:06 Alex Kantrowitz Uh, you hinted at it previously, but you talk a little bit about how companies, uh, basically how you don't think it's a good idea for there to be an arms race here, and, and certainly there is one between the U.S. and China, um, 7 times in the scene
- ▶ 1:14:00 Dan Hendrycks The US and China did as well.
Why Can't AI Make Its Own Discoveries? — With Yann LeCun
- ▶ 56:39 Yann LeCun So, um, we've seen also a big evolution in the, the thinking of some people who are initially worried that, uh, open source efforts, uh, were going to, I don't know, for example, you know, help the Chinese or something. 3 times in the scene
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 49:07 Alex Kantrowitz It's the Chinese, uh, agent? 3 times in the scene
The Formula for Capturing Your Attention, Price of Fame, & Algorithms as Editors — With Chris Hayes
- ▶ 13:12 Alex Kantrowitz That there are editors in China who are making decisions about what our attention is. 2 times in the scene
- ▶ 55:54 Alex Kantrowitz It's also kind of a Chinese idea. 3 times in the scene
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 0:00 Alex Kantrowitz Let's check in on Silicon Valley's Trump embrace, the US-China AI war, Apple products, TikTok, and plenty more with Breaking Points host Sagar Njeti. 2 times in the scene
- ▶ 3:52 Saagar Enjeti Tim cook very masterfully kept Apple iPhones out of the China tariffs.
- ▶ 27:14 Alex Kantrowitz I'm actually interested to hear what the rise of Chinese AI is going to do to, uh, US-China relations and the attempts to regulate or the attempts to bolster the United States AI industry. 2 times in the scene
- ▶ 27:49 Alex Kantrowitz The fact that China who for the Chinese companies for a long time have not been able to build the best models all of a sudden jump in, 6 times in the scene
Reid Hoffman: Why The AI Investment Will Pay Off
- ▶ 17:59 Reid Hoffman Um, there's, you know, Deep Seek and, and others within China, and so the, the competitive sphere,
- ▶ 21:21 Alex Kantrowitz Uh, it seems to indicate to me that China would, so for folks who are listening, who don't know about it, it is a large language model out of China, um, according to its own benchmark. 10 times in the scene
- ▶ 38:40 Reid Hoffman You know, tends to be evolving very fast from the US and from China and not as much from Europe because of that kind of mindset approach.
How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- ▶ 0:00 Alex Kantrowitz It's time for a bonus episode exclusively about DeepSeq R-One as the Chinese open source AI model roils markets and threatens to upend the generative AI industry.
- ▶ 6:52 M.G. Siegler But also there's downsides, of course, like people have noted sort of the, you know, the, um, censorship within China and of certain terms. 4 times in the scene
- ▶ 11:22 M.G. Siegler I mean, so, and, you know, I'm not a, uh, I won't be a technical expert on this, but from my understanding, it's basically, you know, obviously, as you know, it started, uh, the DeepSeek project started out of a hedge fund that was focused… 3 times in the scene
Google DeepMind CEO Demis Hassabis: The Path To AGI, Deceptive AIs, Building a Virtual Cell
- ▶ 52:39 Alex Kantrowitz Are you impressed with what China's up to? 2 times in the scene
Bold Predictions For Tech and AI in 2025 — With Casey Newton
- ▶ 36:01 Alex Kantrowitz We know the de minimis, de minimis threshold, which allows these, uh, these e-commerce companies from China to ship things under, I think, six or 800 dollars without tax. 2 times in the scene
AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
- ▶ 1:10 Alexandr Wang So I think the, one of the big questions of AI has for the past decade has always been the us versus China arms race. 7 times in the scene
- ▶ 4:05 Alexandr Wang I think first there's the tactical question of, okay, which one is more powerful, US AI versus Chinese AI? 2 times in the scene