ChinaTalk

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

Listen Later

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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store
    ChinaTalkBy Jordan Schneider
    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    21 ratings

    More shows like ChinaTalk

    View all
    Odd Lots by Bloomberg

    Odd Lots

    1,932 Listeners

    EconTalk by Russ Roberts

    EconTalk

    4,264 Listeners

    Foreign Policy Live by Foreign Policy

    Foreign Policy Live

    602 Listeners

    War on the Rocks by Ryan Evans

    War on the Rocks

    1,069 Listeners

    Sinica Podcast by Kaiser Kuo

    Sinica Podcast

    610 Listeners

    ChinaPower by CSIS | Center for Strategic and International Studies

    ChinaPower

    213 Listeners

    The President’s Inbox by Council on Foreign Relations

    The President’s Inbox

    716 Listeners

    ChinaTalk by Jordan Schneider

    ChinaTalk

    287 Listeners

    Net Assessment by War on the Rocks

    Net Assessment

    423 Listeners

    Dwarkesh Podcast by Dwarkesh Patel

    Dwarkesh Podcast

    517 Listeners

    Pekingology by Center for Strategic and International Studies

    Pekingology

    142 Listeners

    Ones and Tooze by Foreign Policy

    Ones and Tooze

    339 Listeners

    The Foreign Affairs Interview by Foreign Affairs Magazine

    The Foreign Affairs Interview

    450 Listeners

    Face-Off: The U.S. vs China by Airwave Media

    Face-Off: The U.S. vs China

    166 Listeners

    The Economics Show by Financial Times

    The Economics Show

    149 Listeners