AI and Software
China AI and export controls
chip export controls, Chinese AI labs and chips
- Episodes
- 33
- Share
- 3.2%
- Shows
- 29
- Net sentiment
- −0.17
Down from 3.5% of episodes in the weeks before; net sentiment was −0.17.
Bullish 1Mixed 18Neutral 9Bearish 5
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 5
- China's debt-fueled industrial expansion and weak domestic demand create financial vulnerabilities that could limit its long-term strength.PDB Afternoon Bulletin | October 13th, 2026: Xi Jinping's Plan to Make China a Superpower Is Backfiring & Russia's European Sabotage · The President's Daily Brief · Oct 13
- Dependence on Chinese motors, battery packs and rare earth magnets is a supply chain vulnerability the US is trying to remove.Drone Dominance | Travis Metz - DIU Acting Director · ChinaTalk · Oct 17
- Alleged foreign espionage at OpenAI highlights industrial espionage threats in the global AI race.OpenAI's Office Was Bugged · Tech Brew Ride Home · Oct 14
- Chinese-origin companies relocating to Singapore face tightening scrutiny from both governments.The $13 billion costume · SEA of Startups · Oct 14
- Nvidia's share of China's AI chip market fell sharply as Huawei gained ground under export controls.Oct 14: OpenAI Engineer Charged With Bugging; Gemini 4 Argon Opens · Valley Morning Briefing · Oct 14
Mixed 18
- Export controls have bought time but China is closing gaps; the policy's long-term effectiveness is contested.How Technology Is Rewriting the Rules of War · The World Unpacked · Oct 16
- Chinese labs are formidable competitors shipping strong open models, though constrained by compute access.The Ex-DeepMind Researcher Taking On China’s Open Source AI · This Week in Startups · Oct 15
- Chinese memory and lithography ambitions could eventually challenge ASML, but yield and scale remain unproven.ASML raises sales outlook amid surging demand · Squawk Box Europe Express · Oct 14
- Chinese labs are strong competitors, close behind in open models, though the US is catching up quickly.The Ex-DeepMind Researcher Taking On China’s Open Source AI · This Week in Startups · Oct 14
- Chinese labs have comparable talent but lack compute; distillation of closed models is debated and hard to regulate.Can Open Models Keep Up With the AI Frontier? | Nathan Lambert · The a16z Show · Oct 14
- US-China AI race, chip export controls and reversals shape the competitive balance.The Pentagon’s New AI Weapon is a Freak · Cappy Army · Oct 18
Show 12 moreShow fewer
- US leads China by months, but Chinese distillation and cheap models pressure leaders.Joe Lonsdale: The Global A.I. Race · Brian Kilmeade Show · Oct 12
- Chip restrictions push Chinese teams toward efficiency and domestic alternatives like Huawei clusters, though performance gaps remain.Mapping the China AI Ecosystem with Rui Ma · Analyse Podcast · Oct 16
- Musk's China chip race comments create debate over Chinese memory competition and supply disruption.NYC Invests in Quantum Facility, Nexus Pro+ Unleashes AI Firewall, Discord RAT Victim Data Stolen, Musk Debates China Chip Race, and more... · Tech News Daily · Oct 16
- Chinese open models gain token share cheaply, threatening pricing power of US labs.Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now · RiskReversal Pod · Oct 14
- Enterprise pushback on Chinese models is real in some places, but open models broadly are accepted.20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes · 20VC · Oct 12
- Export controls and smaller capital pools constrain Chinese AI, though established platforms keep an edge.Rate Hikes and AI Reality Check · ASEAN Speaks · Oct 12
- Harris says the China race narrative is used to justify speed, while acknowledging Chinese propaganda and real competition.Google Whistleblower Exposes Google’s True Motives, Major Scandals, and AI’s Rogue Behavior · The Tucker Carlson Show · Oct 12
- China has manufacturing strength while the US leads on talent, with a global race ahead.Physical AI is more than robots, says the Nvidia veteran now investing in it · Equity · Oct 16
- Frames AI labs as targets of foreign espionage and a geopolitical arms race, with both risks and strategic stakes.An OpenAI Engineer Bugged Executive Meetings · Elon Musk Podcast · Oct 15
- Discussion of China developing its own lithography machines is a long-running threat to ASML's monopoly.ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle · Chip Stock Investor Podcast · Oct 14
- Chinese humanoids and rare earth dominance create cost and supply risks, but also a security barrier favoring Skylark.Why Defense Gets Humanoids Before Your Home Does: Skylark Labs' Amarjot Singh · Audrow Nash Podcast · Oct 13
- Open models from China are described as close competitors to frontier US models, pressuring incumbents.Taylor Owen on The Decibel: The new AI moment we're in · Machines Like Us · Oct 14
Neutral 9
- Chinese models show uneven censorship of topics, described as an evaluation and geopolitical issue.The Black Box Dilemma: Who Controls What AI Can Say? With CTGT’s Founder & CEO, Cyril Gorlla. · Money Maze Podcast · Oct 15
- Clegg argues China leads on energy, talent and deployment, and that US-China AI standards will move only slowly.Nick Clegg on Europe, AI and big tech · Startup Europe — The Sifted Podcast · Oct 14
- Anthropic accuses Chinese labs such as Zhipu of distilling Claude, a factual dispute without clear investing lean.Oct 13: Meta's Muse Wonder and Anthropic's AI Worm Warning · Valley Morning Briefing · Oct 13
- Discussion of AI talent security and distillation by Chinese labs.Anthropic's Growth Is Slowing · Tech Brew Ride Home · Oct 15
- Compares the performance gap between leading Chinese and American open models.Meta shakes up the frontiers, open and closed · Interconnects · Oct 17
- TSMC says it follows export control rules and stays out of policy debate.Is the AI Chip Boom Built to Last? | TSMC CFO on the Industry's Future · Fox Business Rundown · Oct 16
Show 3 moreShow fewer
- GLM is served on seven domestic Chinese chip platforms, showing a path around NVIDIA hardware.Ep. 038 - GLM 5.3 on AMD, NVIDIA, and Chinese Chips From Day One (InferenceX) | Kimbo Chen, Wenyao Gao, Jordan Nanos · SemiAnalysis Weekly · Oct 14
- Chinese phone assistants and WeChat and Alibaba agent integrations described factually.E97 - AI Agent Wars · Lucy & Ellie · Oct 13
- Covers the FCC covered-list action on foreign-produced robotic devices and what it means for H2 imports.Figure 03 vs Unitree H2: Comparing High-End AI and Accessible Hardware in 2026 · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 17
Around it
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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