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Artwork for Differentiated Understanding

Differentiated Understanding

Grace Shao
Artificial Intelligence
China
Silicon Valley
Memory Technology
Founders
Alibaba
Semiconductors
China Tech Sector
Qoder
Tech Diplomacy
Us-China Trade Relations
Future Of Work
Electric Vehicles
China Tech Ecosystem
Venture Capital
996 Work Culture
AI Investments
Neoclouds
Capital Expenditures
Us-China Relations

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

PublishesTwice weeklyEpisodes20Founded4 months ago
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BusinessTechnology

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Artwork for Differentiated Understanding

Latest Episodes

In this episode, I sit down with Alan Zhang (Principal & Portfolio Manager at Ox Capital Management) to map China’s tech landscape through an investor’s lens. We break down how Alibaba, Tencent, and ByteDance are approaching AI, and why the “AI OS” i... more

In this episode, I sit down with Zixuan Li, who leads the chat API and global partnerships at Z.ai, one of China’s leading LLM labs (one of the four tigers) and now one of the first to head toward an IPO.

Z.ai started as THUDM, a Tsinghua data-mini... more

In this episode, I sit down with Kyle Chan (Brookings Institution) to unpack the thinking behind his provocative New York Times op-ed, “In the Future, China Will Be Dominant, the U.S. Will Be Irrelevant.” We start with the DeepSeek moment and why it ... more

Most AI policy conversations still orbit around Washington and Brussels, but Asia-Pacific is already writing a very different rulebook. In this episode, I talk with George Chen, Digital Partner at The Asia Group and former Meta policy executive, abou... more

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Recent Guests

Alan Zhang
Principal and Portfolio Manager at Ox Capital Management, co-founder focused on merging market equities.
Ox Capital Management
Episode: EVs taking on AI OS and the Delivery War. The Chinese Tech Winners Beyond BAT with Alan Zhang
Zixuan Li
Head of CAI Chat, API, and Global Partnerships at Zhipu AI
Zhipu AI
Episode: Z.ai/ Zhipu: one of the first major LLM start-ups to go public. Competition with giants and aims for AGI
Kyle Chan
Expert on China's technology development and industrial policy
Brookings Institution
Episode: What the U.S. Misreads About China’s Tech Rise with Kyle Chan
George Chen
Partner and Co-Chair of Digital Practice at the Asia Group, Senior Fellow at Hong Kong University, and Distinguished Visiting Professor at Schwarzman College.
Asia Group
Episode: AI Governance From Brussels to Beijing: George Chen on APAC’s Different Path
James Wang
General partner at Creative Ventures, focused on AI investments
Creative Ventures
Episode: Why American Investors Should Have a Pulse on China with James Wang
Bei Zhang
VP of Growth at Tanka, focused on empowering founders with AI tools.
Tanka
Episode: Unlocking the Future of Startups and Super Individuals with Bei Zhang
Hang Yu
Product Lead at Coder, Alibaba's AI Coding Platform.
Alibaba
Episode: Is this the Cursor of China? Alibaba's Qoder team on agentic coding, Qwen, and international ambitions
Christian Hu
Head of Global Operations at Coder, with over 10 years of strategy and go-to-market experience.
Alibaba
Episode: Is this the Cursor of China? Alibaba's Qoder team on agentic coding, Qwen, and international ambitions
Chim Lee
Economist at the Economist Intelligence Unit, specializing in China's advanced technologies, energy, and industrial policies.
Economist Intelligence Unit
Episode: The Visible Hand: China's Strategic Economic Planning with EIU Chim Lee

Host

Grace Shao
Host of the show, known for facilitating deep discussions with guests who provide unique views on technology and business trends.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#225
Finland/Technology

Talking Points

Recent interactions between the hosts and their guests.

Z.ai/ Zhipu: one of the first major LLM start-ups to go public. Competition with giants and aims for AGI
Q: What makes Zhipu AI distinct compared to larger players in the market?
Zhipu focuses on developing real-world applications and user needs while maintaining agility and speed amid resource constraints.
Z.ai/ Zhipu: one of the first major LLM start-ups to go public. Competition with giants and aims for AGI
Q: What is the company's mission and origins?
Zhipu AI started as Thudm from Tsinghua University and has since evolved into a leading AI lab focused on language models as a service.
What the U.S. Misreads About China’s Tech Rise with Kyle Chan
Q: Why is it that it's better to actually build in autonomous driving functionality within EVs compared to like maybe traditional OEMs?
Because you get a lot more control and precision in EVs which allows for better integration of autonomous driving features.
What the U.S. Misreads About China’s Tech Rise with Kyle Chan
Q: What was your goal really? What was your real message that brought her public?
To point to the underlying drivers for what was happening in China's tech development and to correct the outdated notion that China only produces low-value commodities.
China vs. Silicon Valley: AI & Tech Culture with Jasmine Sun
Q: What tips do you have for growing a following on Substack?
Connect meaningfully with other writers, collaborate, and share your work while being respectful and authentic.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
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Professions
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Household Income
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Frequently Asked Questions About Differentiated Understanding

What is Differentiated Understanding 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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How many episodes of Differentiated Understanding are there?

Differentiated Understanding launched 4 months ago and published 20 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 Differentiated Understanding?

Recent guests on Differentiated Understanding include:

1. Alan Zhang
2. Zixuan Li
3. Kyle Chan
4. George Chen
5. James Wang
6. Bei Zhang
7. Hang Yu
8. Christian Hu

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