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
    • 4.5
    • 4.5
    • 4.5
    • 4.5
    • 4.5

    4.5

    277 ratings

    More shows like ChinaTalk

    View all
    Odd Lots by Bloomberg

    Odd Lots

    1,983 Listeners

    Conversations with Tyler by Mercatus Center at George Mason University

    Conversations with Tyler

    2,462 Listeners

    Foreign Policy Live by Foreign Policy

    Foreign Policy Live

    608 Listeners

    Sinica Podcast by Kaiser Kuo

    Sinica Podcast

    610 Listeners

    ChinaPower by CSIS | Center for Strategic and International Studies

    ChinaPower

    206 Listeners

    The President’s Inbox by Council on Foreign Relations

    The President’s Inbox

    723 Listeners

    The Trade Guys by CSIS | Center for Strategic and International Studies

    The Trade Guys

    152 Listeners

    Net Assessment by War on the Rocks

    Net Assessment

    425 Listeners

    ManifoldOne by Steve Hsu

    ManifoldOne

    97 Listeners

    Dwarkesh Podcast by Dwarkesh Patel

    Dwarkesh Podcast

    532 Listeners

    Pekingology by Center for Strategic and International Studies

    Pekingology

    140 Listeners

    Ones and Tooze by Foreign Policy

    Ones and Tooze

    368 Listeners

    The Foreign Affairs Interview by Foreign Affairs Magazine

    The Foreign Affairs Interview

    468 Listeners

    "Econ 102" with Noah Smith and Erik Torenberg by Turpentine

    "Econ 102" with Noah Smith and Erik Torenberg

    155 Listeners

    The Trivium China Podcast by Trivium China

    The Trivium China Podcast

    14 Listeners