Show notes
With China and the US taking two fundamentally different approaches towards developing their AI ecosystems, there is a growing camp that believes that China is in an equally strong position to win the AI race despite technology sanctions. Producer and host Ong Seng Yeow speaks with Maybank's Hong Kong Strategist Ben Ho to deep dive on three key issues:Why might China be playing a fundamentally different strategy on AI?Between the West or China, who is capturing more value?How should investors assess the Chinese AI landscape?Timestamps00:00 ----- Introduction01:15 ----- Is China or the US winning and what defines a winner in the current AI race?04:39 ----- Understanding the profitability gap analogy between Apple iOS vs. Google in the AI space05:17 ----- The importance of token economics and how it is increasing value output for China12:38 ----- US will be very protective of their proprietary models13:53 ----- The Nvidia CUDA ecosystem monopoly explained18:17 ----- Huawei Ascend shifts the denominator in the current advanced chip export control system22:35 ----- Can China decouple enough that sanctions lose its effectiveness over time?26:41 ----- Understanding China’s AI verticals37:39 ----- What is the ultimate value capture?40:43 ----- Alibaba: Conglomerate discount will continue to hold them back42:22 ----- Tencent: AI as a feature44:18 ----- Baidu: Can Apollo put Baidu back into the AI competition?45:46 ----- BOSS Zhipin: A macro read on hiring trends49:19 ----- What are the strategies of Chinese AI labs?#ai #uschina #deepseek #alibaba #tencent #baidu #chinatech #aimodel #tokeneconomics #aistrategy