
How China Caught U.S. AI — With Grace Shao
Big Technology Podcast
07/29/26
•61m
About
Comments
Featured In
Grace Shao is the author of AI Proem. Shao joins Big Technology Podcast to discuss how Chinese AI labs have caught their American rivals despite operating with less advanced computing infrastructure. Tune in to hear how talent, specialization, open-source collaboration, and fierce competition helped models like Kimi K3 approach the U.S. frontier, and what that means for OpenAI, Anthropic, and the business of selling intelligence. We also cover model distillation, China’s compute constraints, the growing importance of AI products, why top researchers are returning to China, and the country’s emerging robotics advantage. Hit play for a clear-eyed look at whether the United States can preserve its AI lead.
---
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see exactly how exposed your executives are
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11) Will SpaceX acquire OpenAI?
---
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see exactly how exposed your executives are
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
Reed Albergotti from Semafor is back for our weekly discussion of the latest tech news. We cover: 1) Why Leopold Aschenbrenner’s Situational Awareness Hedge Fund 2) Leopold's connections to effective altriusm and how they played into the picture 3) Does EA lead to unacceptable risk taking? 4) What Leopold actually traded 5) What's left of Situational Awareness 6) OpenAI cuts prices as much as 80% 7) Does an AI price war drive everything to zero? 8) Nvidia invests $5 billion in Ilya Sutskever's SSI 8) Microsoft crushes earnings and has the biggest market cap gain ever 9) Amazon crushes earnings too 10) Google rebounds 11) Apple's memory fears and long term risks
---
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Learn more about your ad choices. Visit megaphone.fm/adchoices
If you like this episode you’ll love
Promoted






