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Artwork for High Capacity

High Capacity

Kyle Chan
Huawei
China
Autonomous Driving
Open Source China
Robotaxis
Electric Vehicles
Openclaw
Deepseek
Hugging Face
Shenzhen
Semiconductors
Lidar
Made In China 2025
ADAS
Silicon Valley
Industrialization
996 Work Culture
Gaokao
Alibaba
Tencent

A podcast about China, technology, and geopolitics. In-depth conversations with experts on AI, robotics, EVs, clean tech, biotech, etc. Hosted by Kyle Chan, Fellow at Brookings and author of the High Capacity newsletter.

PublishesTwice monthlyEpisodes11Founded5 months ago
Number of ListenersCategory
Technology

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Artwork for High Capacity

Latest Episodes

China is racing to build its own complete semiconductor industry, from AI chips and fabs to chipmaking tools like EUV lithography machines. I'm joined by industry expert Paul Triolo.

00:28 China’s Semiconductor Self-Reliance Push

11:50 How Huawei B... more

In this special crossover episode, I talk with TP Huang about the broader AI supply chain beyond just models and chips. We cover the new DeepSeek V4 model and China’s efforts to integrate with domestic AI chips. We talk about energy infrastructure, l... more

This episode, I talk with Zixuan Li at Z.ai, one of China's top AI labs and the company behind the popular GLM models. Zixuan is Z.ai's Director of Product for genAI strategy and global partnerships. We discuss Z.ai's newest flagship AI model, the ch... more

Rui Ma, founder of Tech Buzz China, explains the real sources of China's tech strengths and where the US still has the advantage. From industrial parks to capital markets, we talk about how to understand China's tech landscape at a deeper level -- an... more

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Recent Guests

Paul Triolo
Partner at DGA Albright Stonebridge Group, expert on China's semiconductor industry and tech landscape
DGA Albright Stonebridge Group
Episode: Is China Building the Next NVIDIA? China's Semiconductor Industrial Policy with Paul Triolo
TP Huang
Tech analyst and writer focused on China Tech
China Tech stuff online
Episode: China and AI Supply Chains with TP Huang
Zixuan Li
Director of Product for Generative AI Strategy in Global Partnerships and More at Zi.ai (Zhipu)
Zi.ai (Zhipu)
Episode: Z.ai: Inside a Top Chinese AI Lab
Rui Ma
Founder of Tech Buzz China, expert on China's tech landscape
Tech Buzz China
Episode: China's Tech Strengths & Weaknesses with Rui Ma
Tom Wang
Head of Asia Pacific Ecosystems at Hugging Face
Hugging Face
Episode: China's New AI Wave: Agents, Open Source, OpenClaw and More with Tom Wang at Hugging Face
Kevin Xu
Founder of Interconnected Capital; author of Interconnected Newsletter; former GitHub executive
Interconnected Capital; Interconnected Newsletter; GitHub
Episode: How China is Riding the Open Source Wave with Kevin Xu
Afra Wang
Writer focused on China's tech culture and broader cultural trends in China and the US
Concurrent Newsletter, CyberPink Podcast
Episode: Are There Tech Bros in China? China's Tech Culture with Afra Wang
Lei Xing
World-class expert on Chinese electric vehicles and autonomous driving
Episode: China's Robotaxis and Autonomous Driving with Lei Xing

Host

Kyle Chan
Host of the show, introducing guests and guiding the conversation

Chart Rankings

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

Apple Podcasts
#250
United States/Technology
Apple Podcasts
#110
Canada/Technology
Apple Podcasts
#154
United Kingdom/Technology
Apple Podcasts
#78
Italy/Technology
Apple Podcasts
#140
Hong Kong/Technology
Apple Podcasts
#159
Chile/Technology
Apple Podcasts
#175
Singapore/Technology
Apple Podcasts
#226
New Zealand/Technology

Talking Points

Recent interactions between the hosts and their guests.

Is China Building the Next NVIDIA? China's Semiconductor Industrial Policy with Paul Triolo
Q: Could you lay out what you see as China's broader strategy for building its domestic semiconductor industry?
The strategy has evolved from early state-led programs toward a more market-oriented approach that still relies on government guidance and targeted investments. Over time, emphasis shifted from front-end fabrication to a full supply-chain reinvention, addressing tools, materials, and end-to-end capabilities, especially after export controls pressed China to become more self-reliant.
Z.ai: Inside a Top Chinese AI Lab
Q: What are the next steps toward AGI, and is embodied AI necessary for progress in this direction?
Embodied AI and world models are seen as important stepping stones; efforts include real-world deployments like a vending machine and integrating visual capabilities to move toward more autonomous, real-world interacting AI systems.
Z.ai: Inside a Top Chinese AI Lab
Q: What is the strategy behind open sourcing and open weights, and how do you balance open source with monetization?
The approach is multi-layered: open weights to build brand and enable broad usage, collaborating with the community through fine-tuning and embedding, and developing norms and benchmarks to guide responsible adoption; commercialization and hybrid open-source strategies are all considered.
Z.ai: Inside a Top Chinese AI Lab
Q: How does GLM 5.1 fit within the broader GLM family and competing Turbo variants, particularly regarding speed vs. capability and vision features?
GLM 5.1 is generally more capable than the Turbo variants but slower; it retains vision capabilities and makes trade-offs between open vs. closed scenarios and tool integration to maximize user value for real-world workflows.
Z.ai: Inside a Top Chinese AI Lab
Q: What defines a long-horizon task, and can you give examples of tasks GLM 5.1 handles well?
Long-horizon tasks involve extended-duration work where the model can iteratively refine results over time, such as complex code refactoring, multi-step data analysis, and sustained decision-making across hours, not just minutes or seconds.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About High Capacity

What is High Capacity about and what kind of topics does it cover?

This show centers on China, technology, and geopolitics, featuring expert guests who dissect AI, robotics, open-source software, autonomous driving, EVs, and broader tech trends. Episodes typically explore real-world deployments, strategic implications for global tech ecosystems, regulatory environments, and how China is competing and collaborating on the world stage. A notable strength is the mix of practitioner-level detail (architecture, benchmarks, deployment considerations) with big-picture context (policy, capital markets, and international strategy), often with guests who are builders, researchers, or observers with deep industry insight. The format tends to be interview-driven, offering practical takeaways for listeners who want to ... more

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1. Sinica Podcast
2. ChinaTalk
3. The China in Africa Podcast
4. Odd Lots
5. ChinaPower

How many episodes of High Capacity are there?

High Capacity launched 5 months ago and published 11 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 High Capacity?

Recent guests on High Capacity include:

1. Paul Triolo
2. TP Huang
3. Zixuan Li
4. Rui Ma
5. Tom Wang
6. Kevin Xu
7. Afra Wang
8. Lei Xing

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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