Episodit
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Immediately after the U.S. elections in November 2024, I spoke at a panel at the STATE OF ASIA 2024 in Zurich organized by Asia Society Switzerland, alongside Wang Qing (王罄), the host of the popular Chinese podcast "The Weirdo" (不合时宜) and Adam Tooze, economic historian and professor at Columbia University and author of Chartbook. The discussion was moderated by Finbarr Birmingham, Europe correspondent for the South China Morning Post.
Asia Society Switzerland has recently published the discussion as a podcast, and I’m happily syndicating it here.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.pekingnology.com -
Happy Lunar New Year to all those who celebrate it! The top news on the last day of the lunar year of Dragon is obviously DeepSeek, the Chinese AI start-up.
You’ve probably heard Americans talk about it all day now. Here is me, Robert Wu of Baiguan and China Translated, and Johnny Zou of MJFinance talking about it after the close of the brutal trading day when Nvidia sheds nearly $600 billion.
Listen to Peking Playbook on Apple Podcast, Spotify, YouTube Podcast, and elsewhere! Don’t forget to subscribe!
Highlights
[2:43] Is DeepSeek China’s sabotage against the US?
[10:51] How “involved” is Beijing in all of this?
[19:44] Investment strategies in a post-DeepSeek world
[24:43] Effectiveness of US export controls
[31:02] Censorship on DeepSeek
Background links
Pekingnology
CEO of DeepSeek's parent, High-Flyer Quant, spoke in 2020: Lu Zhengzhe talks about a quantitative investment model fully reliant on AI. It is from there that DeepSeek was born
Geopolitechs
An Informative Closed-Door Discussion on DeepSeek: Vision Matters More Than Technology
DeepSeek, computing, and a victory for open-source over closed-source
DeepSeek Founder Becomes a Guest of China’s Premier, on the Same Day of the R1 Model Launch
DeepSeek Launches Next-Generation Model on Par with OpenAI-o1 Official Version
Does China's DeepSeek-V3 make the computing power advantages of US AI companies less important？
DeepSeek-V3: Chinese Large Model's Commercial Path From Compute Arms Race to Pursuing Maximum Model Efficiency
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.pekingnology.com -
Puuttuva jakso?
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An unscripted experiment where Zichen Wang, with Robert Wu of Baiguan, talk on January 24, 2025, about top China news of the day, covering Xi Jinping’s visit to northeast China, the government’s effort to bring long-term investment into its beleaguered stock market, the emerging controversy in China on the effectiveness of generic drugs via its universal health insurance system, and recent speculation on TikTok - all in around 25 minutes with minimal editing.
This is the very first episode.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.pekingnology.com
