Xi Jinping

“we're starting to see signs of trust in that Xi Jinping and Trump are going to be meeting next month. But there is no clear way to actually do the verification part of this”

“If there are things that keep Xi Jinping awake at night, I think one of them is his awareness that in any kind of conflict with the United States, China would face being cut off”

“Xi's largest export is not autos or electronics. It's the domestic economic dysfunction of China. They're crushing everybody in other countries, manufacturing base, industrial base across the world... We are exporting our domestic political and cultural dysfunction.”

“The strategy for China is obvious: commoditize your complements.”

“Alibaba plans to make the model open-weight soon... Alibaba stopped releasing weights for its leading edge models earlier this year, but appears to have reverted that change.”

“Chinese President Xi Jinping called for more open-source AI and global AI governance at a Shanghai conference, contrasting China's increasingly open model strategy with the closed systems favored by OpenAI and Anthropic”

“AI is the only thing that feels like it's propping up the economy right now. The Trump administration has too much to lose.”

“What China has done to Europe economically, they're going to try to do to the AI market what they tried to do to the steel market here in the 80s and 90s.”

“Kevin Rudd used to be the Australian prime minister, is fluent in Mandarin, by the way, has a PhD in Mandarin, is really a Xi watcher. He said that Xi's a risk taker.”

“Trump has already left Beijing as you read this, and as predicted on the podcast, the deliverables from his visit were underwhelming (at least so far).”