Podcast Episodes
Back to Search
China's 97 Percent Humanoid Robot Share and the New AI Price War
This episode examines China's 97 percent share of humanoid robot shipments, DeepSeek's API price increase, and Alibaba's revenue-sharing model licens…
7 hours ago
Chinese Robots Take 97% of Global Shipments | China AI Briefing
This episode examines DeepSeek’s API price increase, SMIC’s 3.6-fold rise in second-quarter net profit, and Chinese makers taking 97% of global human…
1 day, 7 hours ago
China AI Prices Quadruple as Chip Supply Chains Shift | China AI Briefing
This episode examines DeepSeek V4 Pro and its time-based price increase, Qwen's licensing shift, U.S. scrutiny of GPU access, and optical-network res…
2 days, 7 hours ago
Tencent's AI Bet Meets a New Supply Chain Wall | China AI, Robotics & Semiconductor Briefing
This episode examines Tencent's AI spending, Qwen revenue-sharing terms, and a proposed U.S. curb on Chinese optical transceivers. Produced and provi…
3 days, 7 hours ago
DeepSeek Prices, Robot Frenzy and China's Chip Push
This episode tracks DeepSeek's pricing and funding, Unitree's record robot demand, and the rise of China's AI chip and memory ecosystem. Produced and…
4 days, 7 hours ago
China's Independent Parallel Tech Stack
This episode tracks Unitree's IPO, domestic AI chips, Qwen open weights and Seedance's developer API in China's changing technology stack. Produced a…
5 days, 7 hours ago
China Ties AI, Robots, Chips, and Capital Together
This episode covers Unitree's STAR Market IPO and DeepSeek's strategic investment, CXMT's MSCI inclusion, and Qwen open weights. It follows how China…
6 days, 7 hours ago
DeepSeek Raises Prices as Unitree Lists | China AI Briefing
This episode covers DeepSeek resuming an $8 billion round at a $74 billion valuation while signaling a significant API price hike, and Unitree fixing…
1 week ago
China's Independent AI and Robotics Loop | China AI, Robotics & Semiconductor Briefing
This episode covers pressure on mid-tier U.S. AI companies, DeepSeek's new funding talks, Unitree's IPO path and humanoid robotics push, plus Huawei …
1 week, 1 day ago
China Links AI Models, Robots, Chips, and Networks
This episode covers Unitree’s STAR Market IPO with DeepSeek as a strategic investor, DeepSeek’s planned API price increase, CXMT’s DRAM fab expansion…
1 week, 2 days ago