AI Proem Podcast

Grace Shao

China

Artificial Intelligence

United States

Silicon Valley

Tanka

Electric Vehicles

Alibaba

Founders

Memory Technology

Semiconductors

Geopolitics

AI Governance

Growth Strategy

Startup Culture

Information Overload

Super Individuals

Sovereign AI

Tech Startups

Open Source

Qoder

Every episode, I bring in a guest with a unique point of view on a critical matter, phenomenon, or business trend—someone who can help us see things differently. aiproem.substack.com

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Publishes	Weekly	Episodes	31	Founded	9 months ago
Number of Listeners		Categories	TechnologyBusiness

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Latest Episodes

Future of mobility, a deep dive into the forces driving the Chinese EV revolution with Tu Le

Hi all, I’m really scared to even share this episode because the last time I recorded an episode with Kyle Chan and mentioned cars, I got ripped online. So I just want to emphasize again that for car enthusiasts, I AM NOT A CAR person. I am here to l... more

17 Jun 2026 • 1 hr 22 min

Where does Europe fit in the so-called China-US AI race?

Joining me today is Alex Lu, who offers a unique perspective. Alex works at the intersection of three very different AI worlds: China, Europe, and enterprise transformation. Having spent more than a decade in France and now advising European companie... more

8 Jun 2026 • 1 hr 9 min

China’s internet ecosystem, manufacturing base, batteries, EVs, robotics, and semiconductor becoming an AI-enabled industrial system

In this episode of Differentiated Understanding, I spoke with THE TP Huang, an independent China tech analyst known for his work on fintech, EVs, batteries, AI, semiconductors, and the broader China industrial ecosystem.

The conversation traces Chin... more

1 Jun 2026 • 50 min

The reasons to open-source and the future of AI bootstrapping with Tiezhen Wang

Joining me today is Tiezhen Wang (Tom), formerly of Hugging Face, where he worked with researchers in China, Australia, South Korea, Japan and across APAC, to help make open-source models more discoverable, usable, and visible to the global developer... more

25 May 2026 • 1 hr 3 min

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Similar Podcasts

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High CapacityKyle Chan

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ChinaTalkJordan Schneider

The Beijing BriefThe Brookings Institution

Recent Guests

Alex Lu Sheng Yun

AI consultant and strategy advisor focusing on AI transformation for European companies

European AI strategy consultant; former partner at Simon Crusher and Artifact

Episode: Where does Europe fit in the so-called China-US AI race?

TP Huang

Independent China tech analyst

Independent

Episode: China’s internet ecosystem, manufacturing base, batteries, EVs, robotics, and semiconductor becoming an AI-enabled industrial system

Tie Zhen Wang

Former head of the APAC ecosystem at Hugging Face

Hugging Face

Episode: The reasons to open-source and the future of AI bootstrapping with Tiezhen Wang

Nathan Lambert

Machine learning researcher focused on open language models and responsible autonomous systems

Interconnects (newsletter); former post-training lead at Allen Institute for AI; former roles at Hugging Face, DeepMind, Facebook AI

Episode: Nathan Lambert Reflects on China’s AI Labs: DeepSeek, Open Models, and the 'Race' with the U.S.

Reni Cao

CEO and co-founder of Dex

Dex

Episode: AI x education, a contentious but unavoidable future. Designing tech for children with Dex's Reni Cao

Ethan Cho

Partner at TheVentures, focused on AI-native startups in Korea

TheVentures

Episode: There's more to Korea than just chips. TheVentures CIO on the country's AI stack

John Wang

CTO and co-founder of Assembled

Assembled

Episode: Assembled co-founder John Wang on building a AI native support system for enterprises

Matt Sheehan

Senior Fellow in the Asia Program at the Carnegie Endowment for International Peace

Carnegie Endowment for International Peace

Episode: Matt Sheehan on China’s AI Policies: Employment, Anxiety, Safety, and State Priorities

Shuyu Zhang

Senior Product Manager, QClaw Lead at Tencent

Tencent

Episode: Tencent's QClaw goes global, aims to serve the average consumer user, with PM Shuyu Zhang

Hosts

Grace Shao

Host of Differentiated Understanding

Grace Xiao

Host of Differentiated Understanding

Chart Rankings

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Apple Podcasts	#123	Hong Kong/Technology
Apple Podcasts	#198	Singapore/Technology

Talking Points

Recent interactions between the hosts and their guests.

China’s internet ecosystem, manufacturing base, batteries, EVs, robotics, and semiconductor becoming an AI-enabled industrial system

Q: Where do you see the next five to ten years heading for China's agenda economy, and what are the biggest bottlenecks?

The semiconductor supply chain is a key hinge; once domestically robust, China could self-supply AI chips and other critical components, reducing exposure to export controls while scaling AI-enabled manufacturing and robotics. Bottlenecks include talent, further integration of domestic chips into training workflows, and building a global brand presence while maintaining competitive pricing. The broader takeaway is that investment in hardware, data infrastructure, and policy support creates a virtuous cycle that sustains rapid growth in AI-enabled industries.

China’s internet ecosystem, manufacturing base, batteries, EVs, robotics, and semiconductor becoming an AI-enabled industrial system

Q: What kind of breakthroughs and capital move from apps and payments into EVs, batteries, robotics, AI hardware? Are we seeing that hyperscalers are also the major players in these other technologies?

China's ecosystem shows cross-pollination across sectors; big tech like Xiaomi, Huawei, BYD, and ByteDance have leveraged their hardware, software, and data capabilities to push into AI hardware, autonomous systems, and robotics. Government funds have helped sustain these moves, and the push toward domestically sourced hardware, including chips, is aimed at reducing reliance on Western suppliers, while still leveraging foreign tech through controlled channels when strategically necessary.

There's more to Korea than just chips. TheVentures CIO on the country's AI stack

Q: To start with, tell us about yourself. Tell us about venture investing in South Korea and the firm's background.

The guest describes his international upbringing, his path from hedge funds to semiconductor and consumer tech investing, and his focus at TheVentures on AI-native startups and Korea's evolving startup ecosystem.

Tencent's QClaw goes global, aims to serve the average consumer user, with PM Shuyu Zhang

Q: Why is WeChat the default entry point, and how does Tencent plan to compete globally while staying accessible?

WeChat was chosen for its mass reach and QR-based onboarding, while global expansion will rely on local co-creation with communities and localized adaptations to maintain accessibility and ease of use across regions.

Tencent's QClaw goes global, aims to serve the average consumer user, with PM Shuyu Zhang

Q: Will QClaw be free basically forever, or are there plans for pricing and monetization as it goes global?

There will be free tokens for first-time users to demonstrate value, plus tiered subscription plans to support different needs, with monetization evolving beyond token sales to balance user experience and revenue.

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Frequently Asked Questions About AI Proem Podcast

What is AI Proem Podcast about and what kind of topics does it cover?

Content revolves around various aspects of technology and its intersections with business, focusing on artificial intelligence, investment landscapes, and regulatory frameworks. Featuring expert guests, episodes tend to cover diverse topics, from AI governance in different regions to the implications of innovations in the startup ecosystem. This podcast stands out for its detailed exploration of geopolitical influences on technology trends and investment strategies, providing listeners with nuanced perspectives on global market dynamics. The conversations often highlight not only technological advancements but also ethical considerations, creating a rich discussion environment for those interested in how technology shapes the future of busi... more

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Which podcasts are similar to AI Proem Podcast?

These podcasts share a similar audience with AI Proem Podcast:

1. High Capacity
2. The Trivium China Podcast
3. Sinica Podcast
4. ChinaTalk
5. The Beijing Brief

How many episodes of AI Proem Podcast are there?

AI Proem Podcast launched 9 months ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on AI Proem Podcast?

Recent guests on AI Proem Podcast include:

1. Alex Lu Sheng Yun
2. TP Huang
3. Tie Zhen Wang
4. Nathan Lambert
5. Reni Cao
6. Ethan Cho
7. John Wang
8. Matt Sheehan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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