China Tech Talk
China Tech Talk
Podcast Description
A podcast where I talk about various Chinese tech development in new energy, AI, semiconductor, robotics and military fields.
Follow me on substack https://tphuang.substack.com or X https://x.com/tphuang tphuang.substack.com
Podcast Insights
Content Themes
The show explores critical themes related to Chinese technological progress, with episodes discussing the implications of the Russian/Ukraine conflict on drones and industrial capacity, as well as recent conflicts and advancements in Chinese tech.

A podcast where I talk about various Chinese tech development in new energy, AI, semiconductor, robotics and military fields.
Follow me on substack https://tphuang.substack.com or X https://x.com/tphuang
I am currently in Beijing and have the pleasure of getting together with some friends in Tsinghua University in the AI school. I was welcomed by Alex and Qian Yu. We sat down talked a lot about the academia, AI research in China, getting talent to come to China and future of AI both in LLM and embodied AI.
It’s quite the interesting experience to come here and see Zai in one corner, Unigroup building in another corner, the school for automation (using unreal new technology), Galbot robot booth, Infinigence, Vidu AI, Robotera and many other AI and semi startups.
Pay attention to the tips they have about the transitioning toward Ascend from Nvidia chips by researchers. Also, check the part about researchers in China finally finding Kimi K3 to be good enough for vibe coding compared to GPT and Claude. There are still some concerns about inference sped for Kimi. I think they need to get more compute.
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