Hello China Tech Podcast
Decoding China tech for global minds. The Hello China Tech Podcast is the essential audio briefing for investors, executives, and strategists seeking to understand the 'why' behind the headlines. Each episode delivers the same in-depth analysis from the acclaimed Hello China Tech newsletter, providing the signal you need from the noise. hellochinatech.substack.com
Episodes
Episode Summary
This episode unpacks the “Great Robotics Divide,” contrasting Silicon Valley’s high-capital, perfection-focused “moonshot” strategy with China’s state-backed “industrial warfare” approach. We explore how Chinese firms like Unitree leverage imperfect products and public spectacles to fund iterative development—a stark contrast to the massive R&D cycles of American companies like Figure AI. This isn’t just a race for b...
Episode Summary
In this episode, Alex Chen and Marcus Thompson trace the remarkable evolution of Chinese competitive strategy - from the original “Shanzhai” model of reverse-engineering physical products to the sophisticated “Shanzhai 2.0” approach of systematically exploiting regulatory, geopolitical, and financial structures. Starting with the bizarre “0-kilometer used car” phenomenon at the China-Kazakhstan border, they reveal ho...
Episode Summary
When the US suddenly reversed its ban on Nvidia selling H20 AI chips to China on July 15th, it wasn’t the end of a story–it was the beginning of a much more interesting one. For three months, a US-enforced ban gave China’s domestic chipmakers a “protected market” to win over tech giants like Tencent and ByteDance. Now, Nvidia is back.
This episode dives into the ultimate stress test for China’s homegrown AI industry. ...
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