AI and Software
China AI and export controls
chip export controls, Chinese AI labs and chips
- Episodes
- 47
- Share
- 4.4%
- Shows
- 44
- Net sentiment
- −0.19
Bullish 3Mixed 20Neutral 15Bearish 9
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 3
- Chinese open-weight models are cheap, capable and widely adopted, creating growth for the Tigers and emerging-market AI names.Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · Behind the Ticker · Sep 27
- Keen argues China's open-parameter approach and engineering base put it ahead of the West.How AI bosses 'lost control' and are now begging for regulation · The Andrew Neil Report · Sep 25
- China's spare refining capacity is said to give Beijing growing leverage over global energy markets.Gas Prices Skyrocket, Trump Freaks Out & His Powerlessness Is Exposed: The True War Agenda Revealed · The Tucker Carlson Show · Sep 24
Bearish 9
- Chip smuggling and distillation campaigns are presented as ongoing threats that undermine US export controls.Nothing Changed: China's 10-Front War on the US · Good Revenue · Sep 26
- Chinese connected vehicles are portrayed as data-collection risks that could threaten US and allied car industries.Is China Aiding Iran's Strikes on U.S. Troops? Steve Mosher Exposes Beijing's Unrestricted Warfare · Brian Kilmeade Show · Sep 27
- Chinese open-weight models and domestic chips challenge US AI monopolies and chip leadership.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Cheaper Chinese open-weight models threaten US frontier model pricing and dominance.Episode 30: What Are We Getting With All These Data Centers? · Power and Consequences · Sep 21
- A Shanghai project sourced an export-controlled chip, highlighting enforcement gaps.Microsoft Kills Copilot+ PCs, Meta's VR Glasses and Muse Charm, Google Tests Gemini Phone Calls + more! · TechLinked · Sep 26
- Senate Democrats want chip and equipment sales to China blocked, arguing they hand China an advantage.Iran's Pres. at UN calls Pres. Trump a bully and says Iran will never 'bend the knee' | Chinese Pres. arrives in DC for state visit | AI company CEO's brief UN Security Council · Washington Today · Sep 23
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- China's drone manufacturing capacity far exceeds US output, highlighting an industrial gap.Daily Digest Sep 23: Trump Tells UN He May Annihilate Iran, Calls for US Diesel Export Ban - China Outbuilds US Drones 300-to-1 · Peak Prosperity · Sep 23
- Rising US-China technology transfer restrictions could bifurcate the global market, a negative for exposed companies.The Unexpected Investment Case for AI Safety · Thoughts on the Market · Sep 23
- Guest sees China building power faster, creating a competitive and national security risk for the US.302. High-Stakes Dealmaking: How to Spot Undervalued Assets Before Everyone Else — with Anita Verma-Lallian · Win the Day · Sep 22
Mixed 20
- China's AI labs are competitive and talent-rich, yet US chip restrictions constrain Chinese rivals.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in American Studies · Sep 25
- Hosts argue China is close behind and that chip export restrictions are only partly effective.AI Safety Doomerism: Is Dario Amodei Right to Fear the Future of AI? · Business Bubble · Sep 24
- Chinese labs drew VC interest and a regulatory probe, with both opportunity and security risk raised.OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises · The Information's TITV · Sep 23
- Speakers argue over whether chip export controls should be linked to AI safety talks with China or kept separate.Can we slow down AI without losing to China? · The Brookings Current · Sep 21
- Chinese progress is described as largely piggybacking on US models and leaks, so US slowdown could slow China too.How Over 700 OpenAI Agents Went Rogue and Hacked Another Company | Daniel Kokotajlo · American Thought Leaders · Sep 25
- Chinese open models are cheap and widely used, yet face rising security concerns and US scrutiny.The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers · The Emerging Markets Podcast by Tellimer · Sep 25
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- Hosts argue the US must not slow down and lose the AI race to China.Anthropic Is Accused of Faking the AI Panic · Valuetainment · Sep 24
- A US-China AI hotline could ease tensions, but chip export bans and rare earth curbs keep rivalry high.Why OpenAI and Anthropic should fear Meta Muse · Times Tech · Sep 24
- Chinese regulators investigating DeepSeek and Moonshot is a risk for those firms, though likely to end in a reprimand.(Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting · Sharp China with Bill Bishop · Sep 23
- Competition with China frames arguments on both sides, including chip restrictions and the race to lead.Trump is Gambling with America’s AI Future · It’s Happening Here · Sep 26
- US-China race dynamics make slowing down difficult, and China dismissed the safety concerns as fearmongering.Rogue Agents & The Great AI Slowdown: What the Hugging Face Hack Means for the Future · AI: The Podcast · Sep 23
- Speakers disagree on whether restricting chip access slows China or simply drives theft and innovation.Who's in Control of the AI Race? with Bill Evanina and Matt Hayden · Cyber Focus: Cybersecurity, National Security, and Critical Infrastructure · Sep 22
- Slowing US development could give China an opening, but export controls complicate the picture.Nvidia CEO Jensen Huang Says “No Slowdown” for AI — The Global Race Is Just Beginning · USA News Today · Sep 21
- Debate centers on US-China competition and whether open-source strategy and Chinese labs are gaining ground.Will AI Really Kill Us All? | Harper Reed & John Borthwick · Hidden Forces · Sep 21
- US and China both pledge to keep accelerating AI, with China able to scale compute despite chip limits.Claude Opus 5.5 Pulls Away · The Daily AI Show · Sep 26
- Distillation by Chinese labs is a concern, but its share of progress is unclear and chip controls remain a lever.WarTalk: Potemkin Pacific, Midterm Budget Woes · ChinaTalk · Sep 25
- Huang favors selling to China to keep the American tech stack dominant, yet prioritizes American customers.The Ezra Klein Show: Jensen Huang Thinks A.I. Alarmism Has Gone Too Far · Hard Fork · Sep 25
- Regulation must include China to be effective, and racing China raises both competitive and safety concerns.AI Has Gone Rogue. Here’s What We Should Do About It. · The Next Big Idea · Sep 24
- Chip restrictions could hurt equipment makers while China's AI chips remain far behind.11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 · Squawk on the Street · Sep 24
- Chinese open-weight models are used across the US economy, and semiconductor export controls are flagged as a debate point.The U.S.–China Relationship Is Moving in Two Directions · The Long Game with Jake Sullivan and Jon Finer · Sep 24
Neutral 15
- China's AI labs are competitive and messy, while US restrictions shape the global chip supply chain.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in Science, Technology, and Society · Sep 24
- US-China AI dialogue discussed; chip export controls were said to be off the agenda for the talks.U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era · The Information's TITV · Sep 21
- Discussion of China's AI strategy, Huawei chips and US-China AI risk dialogue.Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group · The Information's TITV · Sep 25
- Host argues the US must keep ahead in AI and opposes slowing down, framing China as trailing.Trump, Xi & the Great AI Arms Race · The Rob Carson Show · Sep 25
- China's AI development is discussed as a strategic competitor, with no clear investing angle.AGI Rideout: Managing Risk on the Road to Advanced AI · Policy Minded · Sep 24
- Discussed as US-China AI competition and proposed AI dialogue on nuclear and military use.AI, Trade, Taiwan—Here's What To Expect From The Trump-Xi DC Summit: Expert · Forbes Newsroom · Sep 21
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- Speakers contrast China's manufacturing-focused AI use with the US's personalized applications.President Xi coming to the White House · On The Ground in China · Sep 21
- Hosts describe Alibaba's full-stack agentic cloud plan and argue China leads in open-weight AI and innovation.Bitcoin's Rally Meets AI's New Cold War · Digital Currents · Sep 25
- Trump and Xi discussing superintelligence reflects the US-China AI race and possible coordination.How Did OpenAI Hack An Australian Government Website? · Newscast · Sep 24
- Bessent and Khanna discuss US-China AI talks and possible safeguards with Xi's visit.Socialism Vs. Capitalism & Diesel Exports 9/23/26 · Squawk Pod · Sep 23
- A US federal search tool was found using Alibaba's Qwen model, reported as a lapse rather than a market event.Amazon Blocks Meta's Muse · The Daily AI Show · Sep 22
- Hosts explain why ByteDance keeps its video model closed while Chinese labs typically open-source.AI Video Levels Up, Amazon Blocks Muse, Paramount Stays in CA | Diet TBPN · TBPN · Sep 21
- China is referenced as a rival and as an authoritarian user of AI for control.Where Is the Government on AI? #157 · The Western Bubble · Sep 21
- China builds data centers and promotes open-source models as a strategic response to chip export controls.Crosswire — September 24, 2026 · Crosswire · Sep 24
- Anthropic's anti-distillation safeguard may slow Chinese models that rely on Claude-based distillation.Opus 5.5: How Close Are We to Automated AI Research? · AI Explained Official Podcast · Sep 24
Around it
Companies named
- Nvidia 15
- DeepSeek 7
- Alibaba 6
- Moonshot AI2
- Anthropic 2
- MiniMax2
Shows that covered it most
- The Information's TITV3
- The Daily AI Show2
- Forbes Newsroom1
- Hidden Forces1
- On The Ground in China1
- Power and Consequences1
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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