ChinaTalk

Deep Tech VC On AI, Chips, and US-China Competition

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James Wang, partner at Creative Ventures, joins to discuss:

  • Huawei breakthrough implications and why NVIDIA's CUDA will make it particularly difficult to create a useful domestic AI chip
  • Why China's AI companies have been underperforming my expectations
  • How semiconductor industry dynamics parallel the challenges facing AI startups
  • How pizza machines explain AI's future impact on the labor market
  • Challenges and opportunities in investing in deep tech, including the eager but raw founder talent pool as well as the importance of market structure and distinguishing between R&D and engineering risk


    • This show was brought to you by Creative Ventures.

    Creatives Ventures is at https://creativeventures.vc/

    James writes at https://weightythoughts.com/ and tweets at @AJamesWang

    Outtro Music: the legendary Combination Pizza Hut and Taco Bell

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    ChinaTalkBy Jordan Schneider
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