Podcasts about alibaba

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/literary-studies

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/middle-eastern-studies

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/intellectual-history

Chinese President Xi Jinping hosts leaders from more than 20 nations at the Shanghai Cooperation Organisation. Xi outlined his vision for a new global bloc to counter the current U.S. administration. An appeals court in the U.S. rules that most of President Trump's trade tariffs are illegal which could trigger worldwide economic uncertainty. In retail news, shares in Alibaba soar on the back of strong A.I.-related sales in its cloud division. The Chinese e-commerce giant is reportedly working to produce an A.I.-focused semi-conductor. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

En la primera hora de Capital Intereconomía, Susana Criado, Eva Villanueva, Roberto Sol y Ángeles Lozano repasan las claves del día con un análisis en tiempo real de los mercados en Asia, Wall Street y Europa. Eduardo Bolinches, analista de Invertia, desglosa el comportamiento de la bolsa, bonos y dólar, con especial atención al IBEX 35 y su resistencia en los 15.000 puntos. Además, análisis de las caídas en las bolsas asiáticas, el impulso de Alibaba y los retos geopolíticos tras la reunión entre Modi y Xi Jinping, con la mirada puesta en el viaje de Putin a China esta semana.

A.M. Edition for Aug 29. Alibaba's new chip will be made in China and seeks to offer an alternative to Nvidia's H20, as local companies work to build up an arsenal of homegrown technology. Plus, President Trump's trade policy, as well as higher commodity costs, are starting to trickle down to Americans' wallets, with a number of major U.S. firms saying they are raising prices on household staples. And WSJ columnist James Mackintosh explains why markets aren't panicking about President Trump's efforts to remove the Federal Reserve's Lisa Cook. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: competition in China's food-delivery industry shows up in Alibaba Group's results. And Dell Technologies raises full-year outlook amid strong AI demand. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Trump administration's trade policies are starting to hit Americans' wallets as a number of retailers raise prices. And, Caterpillar shares dip in offhours trading after the company says tariffs will have a bigger impact on its bottom line than previous estimates. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, David Faber and Robert Frank led off the show with a preview of Friday's federal court hearing in the case of Fed governor Lisa Cook, who is suing to block President Trump's efforts to fire her. Former White House attorney Ty Cobb weighed in on the situation. The anchors explored market reaction to the Fed's preferred inflation gauge: July PCE in line amid expectations for a Fed rate cut in September. Also in focus: S&P above 6500, Bulls rule in August, Alibaba vs. Nvidia, Dell slides, Affirm soars, Robert's look at the biggest  insider sellers and a preview of his "Inside Alts" newsletter set to launch September 2. Squawk on the Street Disclaimer

Chuck Zodda and Mike Armstrong discuss how the future of the Fed came to rest on Lisa Cook. Alibaba creates AI chip to help China fill Nvidia void. Why the S&P 500 could be at risk of a 10% to 20% pullback if ether falls behind bitcoin again. Paul LaMonica, Barron's, joins the show to chat Salesforce's difficult year. Zuckerberg's AI hires disrupt Meta with swift exits and threats to leave.

Alibaba (BABA) shares are on the move following a mixed 1Q earnings print. Brendan Ahern says revenue topped Street estimates and believes its cloud revenue was the key driver to the company's growth. Brendan underscores the importance of another development: Alibaba developing A.I. chips to fill the void of Nvidia (NVDA) technology currently banned. He views it as an added tailwind, but not the predominant growth driver for BABA. Later, Brendan discusses his firm's CSI China Internet ETF (KWEB).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Pardon? Microsoft, dat 49 procent van de aandelen van OpenAI in handen heeft, is zelf ineens aan het uitvinden geslagen. Het wil een eigen variant van ChatGPT hebben, om zo minder afhankelijk te zijn. Op zijn zachts gezegd een opvallend besluit, aangezien ze al 13 miljard dollar hebben uitgegeven aan de ontwikkeling van ChatGPT. Deze aflevering hebben we het over deze apart stap. Of is het juist een slimme tactiek van Microsoft om zelf te investeren in kunstmatige intelligentie?Bitcoin-bedrijf AMBTS komt ook voorbij. Het wil dolgraag naar de Amsterdamse beurs en lijkt een belangrijke horde daarvoor genomen te hebben. Vraag is alleen of beleggers er op zitten te wachten. NovoNordisk én Nike komen voorbij. Beide hebben het lastig, maar het Deense bedrijf maakt het wel heel bont. De groei van NovoNordisk holt zo terug dat het de hele groeiverwachting van de Deense economie naar beneden trekt. Verder hebben we het over de Fed. Minister Eelco Heinen maakt zich inmiddels zorgen over het 'inbeuken' van Trump op de centrale bank. En we gaan je voorbereiden op een periode zonder kwartaalcijfers. Nu het cijferseizoen zo goed als voorbij is, waar moet je nu op letten?See omnystudio.com/listener for privacy information.

Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien Die Wall Street geht mit leichten Verlusten ins lange Wochenende: Nach neuen Rekorden beim S&P 500 und soliden Nvidia-Zahlen nehmen viele Anleger Gewinne mit. Frische Inflationsdaten zeigen, dass steigende Preise weiter ein Risiko bleiben – der Kern-PCE legte im Juli um 2,9 % zu und beschleunigte sich damit leicht. Im Fokus steht erneut Nvidia: Die Aktie gab im vorbörslichen Handel nach, nachdem bekannt wurde, dass Alibaba einen eigenen High-End-Chip entwickelt, um die Lücke in China zu schließen. Auch Caterpillar warnte vor milliardenschweren Zolleffekten, Dell fiel nach verhaltener Prognose. Trotzdem blicken die Märkte auf einen starken August zurück: Dow +3,4 %, S&P 500 +2,6 %, Nasdaq +2,8 %. Ein Podcast - featured by Handelsblatt. +++ Jetzt kostenlos beim Börsenspiel von Societe Generale anmelden! https://www.trader-boersenspiel.de/web/home?utm_source=markus-koch&utm_medium=podcast&utm_content=startseite&utm_campaign=trader +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Alibaba (BABA) reports earnings before the opening bell Friday. The Chinese tech company, much like its international peers, have outperformed the SPX. However, Sam Vadas believes the upside run will depend on whether Alibaba can impress investors on the cloud revenue. She goes in-depth on everything Wall Street needs to know heading into the report. Joe Tigay offers an example options trade for Alibaba.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of The Negotiation, we are joined by Nicole Lin, Business Development Country Manager at Tmall Global. This conversation comes ahead of the China Cross-Border Summit in Los Angeles on October 16, 2025, co-hosted by WPIC and Tmall Global.Nicole shares how Tmall Global is helping brands of all sizes access China's enormous consumer market without requiring a local entity, explaining how bonded zones, logistics, and social commerce integrations make market entry seamless. She discusses the consumer-first philosophy at Alibaba, the latest trends driving growth on Tmall Global, and which categories—like beauty, wellness, supplements, premium food, and pet care—are seeing the biggest lift.The episode also covers how international brands can localize, stand out, and succeed in China's fast-paced digital landscape, plus a preview of what to expect at October's summit in LA.Discussion PointsWhat brands can expect at the China Cross-Border Summit in Los Angeles this OctoberWhat makes Tmall Global different from domestic e-commerce platformsHow Chinese consumers discover and engage with brands in cross-border channelsWhy now is the right time for U.S. brands to enter the China marketThe top-performing consumer categories on Tmall Global in 2025Key lifestyle trends shaping China's demand for international productsLessons from over 46,000 global brands already selling on Tmall GlobalHow Alibaba helps brands localize through data, branding, livestreaming, and KOLsPractical first steps for brands that want to break into China

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What does Michael Burry really see in today's market? In this video, we break down his boldest portfolio moves in years, what he sold, what he bought, and what it all means for traders right now. This isn't just about following a famous name. It's about understanding the psychology, the timing, and the signals that drive conviction trades when the rest of the market is uncertain.While most investors are still stuck playing defense, Burry has gone on offense. After clearing out a dozen major positions in Q1—including giants like Alibaba, Baidu, and JD.com—he came back in Q2 with a shockingly tight portfolio. Just five names now make up nearly his entire book, and each one reveals a lot about how he's positioning for the next phase of the market.Here's what you'll learn in this video:➡️ Why Burry dumped Chinese tech, healthcare, and consumer brands in Q1➡️ The concentrated list of five stocks he loaded up on in Q2➡️ Why Lululemon, down 50% from highs, could be a contrarian play➡️ Bruker and Regeneron as health-care names with unique setups➡️ MercadoLibre's explosive growth and why it's Latin America's Amazon➡️ UnitedHealth as the classic Burry pick—cash-rich, stable, temporarily beaten down➡️ How OVTLYR's trend template and fear & greed models expose the difference between “crashing up” and “crashing down” stocks➡️ Why price action and moving averages beat so-called fair value every timeWe also dive into OVTLYR 4.0 and how new breadth models and sector heatmaps are delivering results up to 6X stronger than before. With upgrades like 10/20/50 EMA filters, sector vs. SPY strength comparisons, and real-time fear & greed scoring, traders now have a sharper edge to catch moves while avoiding traps.The big takeaway: don't confuse headlines with signals. Michael Burry, Warren Buffett, or anyone else trades on their own time frames, and blindly copying them rarely works. The key is building your own plan, sticking to your own risk rules, and treating your account like a fund manager would. That means respecting the trend, avoiding “hope” trades, and waiting for setups that align with your rules.Whether it's yoga pants at Lululemon, biotech instruments from Bruker, or e-commerce dominance from MercadoLibre, the lesson is the same: price trends and math-backed signals matter far more than hype or ratios. If you're serious about trading with clarity, OVTLYR gives you the framework to save time, cut risk, and take higher-probability trades.Trading isn't about chasing every move. It's about knowing when to sit out, when to press in, and when to let the market prove itself before you commit. Watch this breakdown to see how Burry's moves stack up against the data, and how you can use the same disciplined approach to sharpen your own edge.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What does it really take to stop bleeding money in a choppy market? In this session, we break down the exact playbook that separates consistent traders from frustrated dip-buyers. You'll see why waiting for the trend, following clear rules, and using data-driven signals beats guessing every time.Instead of chasing hype or relying on luck, smart traders focus on trend confirmation, breadth strength, and disciplined risk management. This video shows how to sit out when setups aren't there, how to recognize when the crowd is getting trapped, and how to use OVTLYR 4.0 to turn raw data into high-probability trades.Here's what you'll learn in this video:➡️ Why buying dips without a plan is a recipe for disaster➡️ The simple rule of “winners average winners, losers average losers”➡️ How to use SPY vs. sector heatmaps to find relative strength➡️ The role of fear & greed in timing entries and exits➡️ Why consistency and discipline matter more than any single signal➡️ How backtesting uncovered a 5X jump in expectancy with one tweak➡️ Position sizing strategies using ATR vs. 10 EMA distance➡️ Real-time examples on SoFi, Amazon, Alibaba, Baidu, and moreWe also dive into how OVTLYR 4.0 is changing the game. By combining market breadth, sector strength, and math-driven signals, traders now have sharper tools to filter out noise and act with conviction. Whether it's spotting meme stock momentum, managing overhead resistance, or avoiding “gap and crap” setups, you'll see exactly how a rule-based plan helps you trade like a pro.The core lesson is simple: cash is a position. Going flat is a trade. Success comes from having rules and following them, not chasing every green candle. With OVTLYR 4.0, you get a systematic way to measure strength, time your moves, and manage risk without second-guessing.This isn't about prediction. It's about execution. Every trader wants to catch the next big winner, but the ones who last in the markets are those who protect their capital, control their risk, and let data guide their decisions.By the end of this session, you'll understand why sitting out is sometimes the smartest move, how to build confidence in your signals, and how to trade with the mindset of a fund manager. If you've ever felt the pain of buying too soon or holding too long, this breakdown will give you a clear, repeatable framework to fix it.Ready to save time, make money, start winning, and cut risk? Watch now and see how OVTLYR 4.0 gives you the edge.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Thuế quan và các đòn hù dọa phải chăng đang trở thành những công cụ chính trong chính sách đối ngoại của Hoa Kỳ và hiệu quả đến đâu ? Dấu ấn tám tháng đầu nhiệm kỳ hai của tổng thống Donald Trump là những thông báo về mức thuế hải quan, là những tuyên bố Washington đạt được thỏa thuận về khoáng sản quan trọng với một số quốc gia, là hình ảnh nhiều lãnh đạo trên thế giới hối hả cam kết mua thêm hàng và đầu tư thêm cả trăm tỷ đô la vào Mỹ. Căn cứ vào những thông báo chính thức của Nhà Trắng, nếu không có thay đổi giờ chót, kể từ ngày 27/08/2025 một số mặt hàng của Ấn Độ xuất khẩu sang Hoa Kỳ sẽ bị đánh thuế đến 50 %. Ấn Độ bị « phạt » vì vẫn mua vũ khí của Nga và phớt lờ lệnh trừng phạt quốc tế vẫn nhập khẩu dầu hỏa của Nga.   Gây áp lực với Ấn Độ, có là thượng sách ? Trung Quốc cũng mua dầu của Nga nhưng tổng thống Trump « không vội » trừng phạt Bắc Kinh. Vào lúc bị Hoa Kỳ o ép, New Delhi và Bắc Kinh sưởi ấm quan hệ : Cuối tháng này, thủ tướng Narendra Modi sẽ đến Thiên Tân, dự thượng đỉnh Tổ Chức Hợp Tác Thượng Hải. Mức thuế 50 % Mỹ đòi nhắm vào một số mặt hàng của Ấn Độ ít có khả năng « ly gián » New Delhi với Matxcơva : Ấn Độ là nguồn nhập khẩu dầu hỏa lớn thứ ba trên thế giới mà 37 % tiêu thụ nội địa tại quốc gia Nam Á này là dầu của Nga. Trên thị trường vũ khí Nga là đối tác quan trọng nhất của Ấn Độ, chiếm 36 % thị phần trong giai đoạn 2000-2024. Cùng lúc quan hệ giữa New Delhi và Washington đã xấu đi nhanh chóng từ tháng 4/2025 vì các biện pháp thuế quan thì Mỹ sưởi ấm quan hệ với Pakistan, một đối thủ truyền thống của New Delhi. Nhìn từ Úc, trung tâm nghiên cứu Lowy Institute không khỏi lo ngại là các đòn hù dọa và thuế quan của chính quyền Trump làm suy yếu liên minh Đối Thoại Tứ Giác An Ninh còn được gọi là Bộ Tứ QUAD gồm Mỹ, Nhật Bản, Úc và Ấn Độ : QUAD là một cột trụ của Hoa Kỳ để làm đối trọng với Trung Quốc trong chiến lược Châu Á-Thái Bình Dương. Hù dọa Trung Quốc : Phản tác dụng Với Trung Quốc, trong tám tháng qua tổng thống Trump gần như hàng ngày đều nhắc đến nền kinh tế số 2 toàn cầu, kể cả khi ông tiếp các lãnh đạo quốc tế như trong cuộc họp với tổng thống Hàn Quốc hôm 25/08/2025. Đàm phán thuế quan giữa Washington và Bắc Kinh đang tiếp diễn và Mỹ đã liên tục triển hạn cho Trung Quốc có thêm thời gian để điều đình về thương mại. Đáng chú ý hơn là với đối thủ này, các đòn hù dọa có phần phản tác dụng. Mỹ áp thuế Trung Quốc thì Bắc Kinh đáp trả bằng đất hiếm. Về công nghệ, Trung Quốc cũng không để bị lất lướt. Nhà Trắng gần đây đã đồng ý cho tập đoàn Nvidia cung cấp thiết bị điện tử « cao cấp », bọ H20 cho các đối tác tại Hoa Lục. Nội các Trump không che giấu là trên thương vụ này, 15 % doanh thu của Nvidia sẽ thuộc về nhà nước. Nhưng Bắc Kinh đã dội một gáo nước lạnh vào tham vọng đó khi cho mở điều tra, vì nghi ngờ « H20 không an toàn » đồng thời kêu gọi các tập đoàn Trung Quốc như như ByteDance, Alibaba, Tencent rất ưa chuộng loại bộ xử lý đồ họa này của Nvidia tránh dùng « hàng ngoại ». Hệ quả kèm theo là tập đoàn Mỹ, Nvidia, hôm 25/08/2025 tạm ngừng sản xuất H20 để dành cho các khách hàng Trung Quốc. Nhật-Hàn và Châu Âu những thắng lợi lớn của Mỹ Bên cạnh hai hồ sơ gai góc là Ấn Độ và Trung Quốc vừa nêu, trong cuộc chiến « thuế đối ứng », chính quyền Trump đã dễ dàng áp đảo các đối thủ : Anh Quốc là một trong số những bên hiếm hoi nhanh chóng được « ưu đãi », với mức thuể chỉ là 10 %. Ngay cả những « đồng minh chiến lược truyền thống » của Washington như Liên Hiệp Châu Âu, Nhật Bản hay Hàn Quốc đều phải chịu mức thuế đến 15 %. Philippines kém may mắn hơn vì hàng xuất khẩu sang Mỹ sẽ bị đánh thuế 19 %. Để đối lấy mức thuế đối ứng 15 % Nhật Bản, Hàn Quốc và nhất là Liên Âu đều áp dụng một công thức : cam kết mua thêm thật nhiều hàng của Mỹ để thu hẹp xuất siêu với Hoa Kỳ, hứa hẹn đầu tư hàng trăm tỷ đô la vào Mỹ trong tương lai. Chủ tịch Ủy Ban Châu Âu, Ursula Von der Leyen đang bị công kích gay gắt vì đã nhượng bộ Donald Trump quá nhiều khi hứa hẹn mua thêm hơn 700 tỷ đô la năng lượng của Mỹ trong 3 năm sắp tới, kèm theo đó là hàng loạt các dự án « rót » thêm đến gần 600 tỷ đô la đầu tư. Tổng thống Hàn Quốc Lee Jae Myung, lần đầu tiên đến Nhà Trắng đã mang theo cam kết đầu tư 150 tỷ đô la vào Mỹ với hy vọng ông Trump nhẹ tay khi đánh thuế hàng Made In Korea. Trước mắt Nhà Trắng duy trì mức thuế 15 % với Hàn Quốc. Đồng tiền đi trước là đồng tiền khôn  Tuần trước, họp với tổng thống Ukraina và nhiều lãnh đạo châu Âu, tổng thống Mỹ đã khoe ông giải quyết được 6 - thậm chí là 7, cuộc xung đột trên thế giới mà không cần có một lệnh ngừng bắn làm tiền đề. Gần đây nhất là giao tranh ở biên giới Cam Bốt-Thái Lan. Điều ông Trump không nói ra hôm đó, là các cuộc xung đột tổng thống Hoa Kỳ muốn nói đến vẫn còn âm ỉ. Đồng thời bản hòa ước giữa Armenia và Azerbaidjan bao gồm một điều khoản liên quan đến dự án thành lập một « hành lang vì hòa bình và thịnh vượng quốc tế mang tên Trump : The Trump Route for International Peace and Prosperity (TRIPP) ». Để vãn hồi hòa bình cho hai nước châu Phi là Rwanda và Cộng Hòa Dân Chủ Congo (hiêp kịnh ký ngày 27/06/2025) thì cả hai quốc gia này cùng cam kết sẽ mở cửa cho các tập đoàn Mỹ vào khai thác tài nguyên. Tương tự như vậy để nhanh chóng vãn hồi hòa bình ở biên giới Cam Bốt-Thái Lan, tổng thống Trump đã mang thuế quan ra để dụ và dọa hai quốc gia Đông Nam Á này. Kết quả là thủ tướng Hun Manet ca ngợi công lao của ông Trump hết lời và vội vàng đề nghị trao Nobel Bình cho nguyên thủ Mỹ. Riêng với Ukraina, trở lại Nhà Trắng tổng thống Volodymyr Zelenski đưa ra cam kết mua 100 tỷ đô la vũ khí và thiết bị quân sự của Hoa Kỳ. Báo tài chính Anh, Financial Times nhận định : Hợp đồng 100 tỷ đô la để đổi lấy bảo hiểm an ninh của Mỹ.   Trong cuộc hội đàm qua cầu truyền hình hai ngày sau các cuộc họp tại Washington, phó giám đốc Đài Quan Sát Pháp-Nga, Igor Delanoe cho rằng, tổng thống Zelensky và các nước đồng minh yểm trợ ông đã hiểu rằng với tổng thống Donald Trump những, đồng tiền đi trước là đồng tiền khôn : Igor Delanoe : « Hai sự kiện ở Alaska cũng như tại Washington, thực ra là một cuộc đọ sức về mặt chiến lược giữa một bên là Ukraina cũng các đồng minh châu Âu và bên kia là nước Nga của ông Putin để tranh thủ lôi kéo Donald Trump về phía mình. Sau hai hiệp đấu đầu tiên đó, tạm thời Nga là bên thắng cuộc. Chúng ta thấy tổng thống Hoa Kỳ giữ nguyên lập trường là không cần một lệnh ngừng bắn, làm tiền đề cho các đàm phán vãn hồi hòa bình. Châu Âu nhắc lại đòi hỏi có lệnh ngừng bắn, nhưng Trump đã xua tan tất cả khi khẳng định là ông đã giải quyết 6 cuộc xung đột mà không cần có lệnh ngừng bắn. Một điểm quan trọng khác, thượng đỉnh Alaska và các cuộc họp ở Washington diễn ra trong hai bối cảnh hoàn toàn khác : tại Alaska, Nga và Mỹ là hai cường quốc, ngang hàng đối thoại với nhau. Trái lại ở Washington, Ukraina và châu Âu trong thế đi năn nỉ. Tổng thống Zelensky mang 100 tỷ đô la -tiền của châu Âu ra "làm đầu câu chuyện"  trước khi đàm phán với Trump. (…) Sau các cuộc họp ở Washington vừa qua, ngược thời gian, trở lại với thượng đỉnh của Liên Minh Bắc Đại Tây Dương ở Hà Lan, rồi cuộc họp giữa chủ tịch Ủy Ban Châu Âu,  Ursula von der Leyen với nguyên thủ Mỹ ở Scotland hồi tháng 7 và lần này tại thủ đô Washington thì mỗi lần, châu Âu đều phải chi ra rất nhiều tiền : tại Hà Lan các thành viên cam kết tăng chi tiêu quân sự, mà chủ yếu là để mua vũ khí của Hoa Kỳ. Tại Scotland, để chỉ bị đánh thuế hải quan 15 %, bà Ursula von der Leyen cam kết mua hàng trăm tỷ đô la năng lượng của Mỹ và đầu tư không biết bao nhiêu vào Mỹ trong những năm sắp tới. Giờ đây châu Âu lại đưa thêm 100 tỷ đô la cho Ukraina mua vũ khí, thiết bị quân sự của Hoa Kỳ. Mấy trăm tỷ đô la trong vài ba tháng. Châu Âu đặt lên mặt bàn một số tiền rất lớn. Trump thì chủ trương ép cho bằng được để có thêm đồng nào tối đồng nấy mỗi lần ông họp với các nước châu Âu ». Hù dọa, vô ích với Nga Theo quan điểm của Arnaud Dubien giám đốc Đài Quan Sát Pháp-Nga, với Matxcơva, tổng thống Mỹ tuy có hù dọa nhưng « chẳng ăn thua ». Arnaud Dubien : « Tại Alaska, Mỹ không ban hành thêm các lệnh trừng phạt mới nhắm vào kinh tế Nga. Ngoại trưởng Rubio đã xác nhận điểm này. Điều đó phản ánh tâm trạng của chính quyền Trump vào thời điểm hiện tại. Bên cạnh đó thì cũng đã không có những thông báo, không có tín hiệu nào về việc Nga -Mỹ nối lại hợp tác về kinh tế, cũng như trong một số lĩnh vực cụ thể như công nghệ hàng không, các hoạt động thăm dò ở Bắc Cực... Nối lại hợp tác song phương là một lằn ranh đỏ mà chính quyền Trump đã không vượt qua. Ít ra là cho đến hiện tại, Mỹ chủ trương chỉ mở rộng đối thoại với Nga trên những lĩnh vực khác nếu như đạt được một số tiến triển trên hồ sơ Ukraina. Về phía Matxcơva, Nga đã loan báo cho phép tập đoàn dầu khí ExxonMobil tham gia trở lại dự án Sakhalin 1 để cùng thăm dò và khai thác dầu ở ngoài khơi. Dù vậy các dự án hợp tác hiện vẫn bị đóng băng. Một điểm khác nữa là vấn đề giới hạn vũ khí hạt nhân, một chủ đề mà Donald Trump từng nhắc tới khi ông trên đường từ Washington đến Alaska, nhưng về mặt chính thức, không thấy đôi bên đả động đến hồ sơ nay (…) Alaska là một thượng đỉnh quan trọng theo truyền thống các cuộc họp thượng đỉnh giữa Hoa Kỳ với Liên Xô rồi với Nga. Vladimir Putin và Donald Trump phô trương một thái độ gần gũi. Tuy nhiên không có bất kỳ một thỏa thuận nào được đưa ra cuộc họp và cũng không thể chờ đợi có những kết quả từ một cuộc gặp ngắn ngủi đó. Theo quan điểm cá nhân, phía Nga đã đưa ra một lập trường cứng rắn hơn. Còn về phía Hoa Kỳ thì tổng thống Trump muốn nhanh chóng thúc đẩy hồ sơ Ukraina. Chính sự nóng ruột này dẫn đến việc rất có thể là Washington ngả theo quan điểm của Vladimir Putin, kể cả trong trường hợp là điều đó có bất lợi cho Ukraina đi chăng nữa ».

Servicios postales de Europa, Asia y Oceanía detuvieron temporalmente los envíos hacia Estados Unidos ante la inminente expiración de la exención “De Minimis”, que desde 2016 permite el ingreso de bienes de hasta 800 dólares libres de impuestos. La medida genera incertidumbre en el comercio electrónico internacional.

Hangzhou is a city once famed for its poets, tea, and silk, but it's now capturing attention for something entirely different: AI labs, robotics startups, and IPO-hungry tech firms. The rapid rise of innovative and globally competitive tech startups has led to Hangzhou being dubbed “China's Silicon Valley.” But not everyone agrees that the comparison is so black and white.Chapters (00:00) Introduction - Hangzhou(02:15) Historical role of Hangzhou(03:28) A bit on Alibaba(09:45) How Hangzhou created its own growth model(14:45) How Hangzhou and Silicon Valley differBuy me a coffee: https://www.buymeacoffee.com/sinobabblepodLatest Substack post: https://sinobabble.substack.com/p/chinas-rise-was-planned?r=bgkuvLinks to everything: https://linktree.com/sinobabble#Hangzhou #chinatech #deepseek #siliconvalley Support the showSign up for Buzzsprout to launch your podcasting journey: https://www.buzzsprout.com/?referrer_id=162442Subscribe to the Sinobabble Newsletter: https://sinobabble.substack.com/Support Sinobabble on Buy me a Coffee: https://www.buymeacoffee.com/Sinobabblepod

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro's Series E round.Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride. The Atlanta launch has raised questions about the long-term future of Uber and Waymo's partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.Episode Chapters0:00 Robots2:42 Nuro Series E4:54 Delivery Robots Part 16:11 Fleet Management 9:24 Delivery Robots Part 214:26 Waymo on Uber in Atlanta 21:15 Status of Waymo and Uber's Relationship 26:58 Helm.ai Honda Expand Partnership 32:21 Alibaba's Autonomous Driving IPO34:16 Baidu Apollo Go36:35 Tesla FSD in Japan38:46 Cybercab39:32 Next WeekRecorded on Thursday, August 21, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Chinese AI giant Alibaba drops Qwen-Image-Edit, a free open-source model rivaling FLUX Kontext – but what's their long-term strategy? This week we dive into the flood of impressive AI tools coming from China, explore Runway's major platform updates (including Veo 3 integration), and examine and emerging AI audio solutions.--The views and opinions expressed in this podcast are the personal views of the hosts and do not necessarily reflect the views or positions of their respective employers or organizations. This show is independently produced by VP Land without the use of any outside company resources, confidential information, or affiliations.

Anthony Ginsberg, CEO of GinsGlobal Index Fund, recently spoke with Steve Darling from Proactive to discuss the strong recent performance of the GinsGlobal Tech Megatrend ETF, which has gained 34% since April's “Liberation Day.” The rally has been driven by expectations of interest rate cuts, broad global equity strength, and robust performance across key technology subthemes including cloud computing, cybersecurity, and blockchain. “Digital entertainment has been the standout performer—up 26%—followed closely by cybersecurity and cloud,” Ginsberg noted. While artificial intelligence continues to dominate headlines, he pointed out that global cloud spending currently exceeds AI investment, with around USD 3.5 trillion flowing into cloud infrastructure and services versus USD 2.5 trillion into AI-related investments. The ETF remains globally diversified, with 55% of holdings in U.S. companies, complemented by exposure to international technology leaders. Ginsberg highlighted that a rebound in undervalued Chinese tech stocks such as Alibaba and Baidu has also contributed to recent gains. Additionally, a weaker U.S. dollar has acted as a tailwind, boosting earnings from the fund's international holdings. Looking ahead, Ginsberg is closely watching for an uptick in M&A activity, particularly across the cloud, cybersecurity, and digital entertainment sectors, as large technology players seek to consolidate their positions and capture growth opportunities. He also underscored the supportive policy backdrop, noting that blockchain continues to benefit from regulatory momentum in Washington, which could provide an additional growth catalyst for the ETF's holdings in the months ahead. #TechMegatrendETF, #AnthonyGinsberg, #FourthIndustrialRevolution, #AI, #Cybersecurity, #CloudComputing, #SocialMedia, #FutureCars, #Robotics, #InterestRateCuts, #Diversification, #GlobalHoldings, #Nasdaq, #NIO, #BYD, #P/ERatios, #TechInvesting, #StockRebalancing, #MarketTrends#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

In this episode of The Negotiation, we welcome Emmanuel Poupelle, WPIC Marketing + Technologies' Director of Growth for Europe, to explore how European lifestyle and health brands can succeed in China's fast-changing consumer landscape. Originally recorded as a webinar, there were so many incredible insights brought to the discussion that we felt it was well worth publishing as a podcast as well.Drawing on his extensive experience advising international brands, Emmanuel explains why China's evolving demographics, shifting consumption priorities, and increasing demand for premium lifestyle products have created a major growth opportunity. We discuss why Xiaohongshu (RED) is essential for discovery and influence, how Chinese consumers evaluate value and quality, and why European “heritage” brands still hold strong appeal.From health supplements and personal care to mental wellness and outdoor products, Emmanuel walks through the most promising categories—and why brands need to lead with storytelling, lifestyle positioning, and an integrated service model to win in China. Enjoy!Discussion PointsWhat's changing in China's consumer landscape—and why this matters for European brandsThe growing influence of Chinese outbound travellers and Xiaohongshu (RED)Why lifestyle positioning and heritage storytelling are key to market entry successWhich health and wellness categories are gaining the most tractionHow services, co-branding, and social commerce strategies can complement product launchesTiming your entry: why summer is ideal for lifestyle and travel-linked brandsWhere opportunities remain wide open: supplements, clean beauty, mental wellness

The United States and China are locked in a race for dominance in artificial intelligence, including its applications and diffusion. American and Chinese AI firms like OpenAI and DeepSeek respectively have captured global attention and major companies like Google and Microsoft have been actively investing in AI development. While the US currently boasts world-leading AI models, China is ahead in some areas of AI research and application. With the release of US and Chinese AI action plans in July, we may be on the cusp of a new phase in US-China AI competition.Why is AI so important for a country's global influence? What are the strengths of China's AI strategy? And what does China's new AI action plan tell us about its AI ambitions? To discuss these questions, we are joined by Owen Daniels. Owen is the Associate Director of Analysis at Georgetown's Center for Security and Emerging Technology and a Non-Resident Fellow at the Atlantic Council. His recently published article in Foreign Affairs co-authored with Hanna Dohmen -- titled China's Overlooked AI Strategy -- provides insights into how Beijing is utilizing AI to gain global dominance and what the US can and should do to sustain and bolster its lead.Timestamps[00:00] Start [02:05] US Policy Risks to Chinese AI Leadership [05:28] Deepseek and Kimi's Newest Models  [07:54] US vs. China's Approach to AI [10:42] Limitations to China's AI Strategy  [13:08] Using AI as a Soft Power Tool  [16:10] AI Action Plans  [19:34] Trump's Approach to AI Competition [22:30] Can China Lead Global AI Governance?  [25:10] Evolving US Policy for Open Models

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über ein Dekadenhoch in China, zwei frohe Botschaften bei Novo Nordisk und Rückenwind bei Windkraftaktien. Außerdem geht es um Rheinmetall, Hensoldt, Renk, Leonardo, Thales, Shanghai Composite, CSI 300, Tencent Music, Nio, Netease, Xiaomi, Tencent, Alibaba, BYD, JD, Vestas, Energiekontor, Siemens Energy, Nordex, SMA Solar, Bayer, GoodRX, Duolingo, Pro7Sat.1, Intel, Nvidia, Home Depot, Starbucks, Netlfix, Sixt, CTS Eventim, Nike, Spotify, Live Nation Entertainment, AMC, Amazon, Kyivstar, VEON. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Börsen-Non-Event Alaska, eine hoffnungsvolle Softwarestudie mit 6 Top Picks und einen neuen Chart of Doom. Außerdem geht es um CoreWeave, Salesforce, Siemens Energy, Cisco Systems, Palo Alto Networks, ProSiebenSat.1, Novo Nordisk, AstraZeneca, AbbVie, Siemens Healthineers, Sonova, Medtronic, Haleon, iShares Aging Population ETF (WKN: A2ANH1), Boston Scientific, Glaukos, Exelixis, Sarepta, Swisscanto Healthy Longevity Fund (WKN: A40L0T), Eli Lilly, Abbott, UnitedHealth, Microsoft, Amazon, Nvidia, Meta, Netflix, Coreweave, Oracle, Carvana, TSMC, Roblox, Crowdstrike, Opendoor Technologies, Alibaba, PDD, Petroleo Brasileiro, Teva Pharmaceutical, Robinhood, Northrop Grumman, RTX, Lululemon, Mercadolibre, Talen Energy, GE Vernova, Broadcom, Vistra, Micron, Alphabet, Somnigroup International, Flutter Entertainment. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Künstliche Intelligent ist die Schlüsseltechnologie der Gegenwart – weil sie nicht nur wirtschaftlich bedeutsam ist, sondern auch gesellschaftlich und nicht zuletzt militärisch. Das Land mit den kompetentesten Computern kann sich viele Vorteile gegenüber allen Konkurrenten versprechen. Kein Wunder, dass ein regelrechter Wettlauf um die beste KI längst entbrannt ist. Der amerikanische Präsident Donald Trump mahnt unlängst an, die Vereinigten Staaten müssten unbedingt die Nase vorne haben. In China wiederum hat der Staats- und Parteichef Xi Jinping schon vor Jahren das Ziel ausgerufen, die Volksrepublik zu führenden KI-Macht der Welt zu machen. Beide Länder stecken Milliardensummen in diesen Anspruch. Während amerikanische Tech-Konzerne und kleinere KI-Unternehmen regelmäßig mitteilen, wie weit sie sind und Nutzer das anwenden können, ist es mit Blick auf China anders. Wie weit ist das Reich der Mitte inzwischen? Für Aufsehen sorgten chinesische Fachleute, als sie mit Deepseek in diesem Jahr eine KI präsentierten, die mit den besten westlichen Modellen mithalten kann, aber weniger Daten und Rechenleistung benötigt. Neulich war in Shanghai die Welt-KI-Ausstellung und zahlreiche humanoide oder tierähnliche Roboter tummelten sich in den Hallen. Wer sind die Hersteller? Wie gut sind die chinesischen Universitäten, wenn es um KI geht? Und wie kommt China eigentlich klar damit, dass Konzerne wie vor allem Nvidia nicht ihre leistungsfähigsten KI-Prozessoren exportieren dürfen? Peking hat längst eine eigene Halbleiter-Industrie aufgebaut, doch mit der amerikanisch-taiwanesisch-südkoreanischen kann sie nicht mithalten. Noch nicht? Über all das und mehr sprechen wir in dieser Episode.

Big names are making bold moves, and markets are reacting. Hosted by Michelle Martin with Ryan Huang, today’s episode breaks down Berkshire Hathaway’s latest portfolio addition — UnitedHealth Group — and why Michael Burry’s joining the party. We dive into the fierce e-commerce battle between JD.com, Alibaba, and Meituan, plus CK Hutchison’s profit drop and Jollibee’s surprising growth. Intel’s shares jump on talk of a potential U.S. government stake, while a new listing hits Singapore’s Catalist Board. We wrap with how inflation pressures in the U.S. could shape the Fed’s next move. Companies mentioned: Berkshire Hathaway, UnitedHealth Group, JD.com, Alibaba, Meituan, CK Hutchison, Jollibee, Intel, Dezign See omnystudio.com/listener for privacy information.

Can You Really Spot a Great Company Before Everyone Else Does? In this episode of REady2Scale, Jeannette Friedrich sits down with Lee McCabe, Partner at Claymore Partners and former executive at Meta, Alibaba, and Expedia. With deep experience in both technology and private equity, Lee shares how to uncover high-potential companies, particularly those hiding in “boring” sectors, by focusing on digital transformation, data-driven operations, and overlooked growth levers. Whether you're an investor, operator, or advisor, you'll gain practical insights into how leading firms are building value not just through financial engineering but through smarter marketing, better tech stacks, and operational efficiency. Key Takeaways: - Why old-school industries hold untapped value:Digitally underserved sectors like B2B and consumer services are ripe for disruption and value creation. - The power of a functional tech stack: Many businesses lack proper data infrastructure. Building a connected, insight-driven stack is step one to scaling sustainably. - What digital value creation really looks like:Private equity must shift from passive ownership to active operational involvement, especially in marketing and data analytics. - Lead generation is the real business: CEOs in services should view themselves as running lead generation engines. Conversion begins with optimised websites and media spend tracked to ROI. - AI hype versus reality: AI is not yet the silver bullet for most companies. Without basic data systems in place, AI becomes a distraction rather than a solution. - How to avoid data overload: Focus on the 10 to 15 KPIs that truly drive performance instead of drowning in dashboards and vanity metrics. - The real role of marketing agencies: Good agencies tie marketing spend directly to revenue and profitability instead of reporting on clicks and impressions. - Advising today's private equity investors:Future-leading firms will use defined operational playbooks focused on digital execution from day one rather than relying on traditional financial levers. - The compound effect of small steps:Lee shares his philosophy for building an extraordinary life: take consistent action every day, even when the direction is unclear. Recommended Resources: Book: The Predator's Ball by Connie Bruck Podcast: Pivot and All-In Connect with Lee McCabe: Find him on LinkedIn Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

TrulySignificant.com presents the one and only Roger Egan, Dad, innovator, sold his company to Alibaba, had an epiphany on the education system. The gap- create a new process called Nurture, focused on life skills- critical thinking, problem solving, collaboration, etc. Here how Nurture will help students learn how to learn. Fascinating conversation. Meaningful content to all parents and grandparents who care. Visit www.nuture.isBecome a supporter of this podcast: https://www.spreaker.com/podcast/success-made-to-last-legends--4302039/support.

Alibaba Group's grocery retail arm Hema, also known as Freshippo, has officially exited the membership store business, shuttering all Hema X locations as it pivots toward more profitable formats amid intensifying competition in China's retail market.阿里巴巴集团旗下的杂货零售部门盒马鲜生（也称为Freshippo）已正式退出会员店业务，关闭了所有盒马X门店，因为它在中国零售市场竞争加剧的情况下转向了更有利可图的模式。Hema said that its Shanghai Senlan store, the last remaining Hema X location, will cease operations on Aug 31. The closure follows the shutdown of stores in Beijing; Suzhou and Nanjing of Jiangsu province in late July. After the Senlan store closure, Hema will no longer operate any stores under the membership model.盒马表示，其上海森兰店是盒马X最后一家门店，将于8月31日停止运营。在北京门店关闭之后，该店也随之关闭；7月下旬，江苏省苏州市和南京市。森兰门店关闭后，盒马将不再以会员模式经营任何门店。Customers holding Hema X memberships — priced at 258 yuan annually for Gold and 658 yuan for Diamond — will be eligible for refunds or can transfer benefits to other Hema formats.持有盒马X会员资格的客户（金卡年费258元，钻石卡年费658元）将有资格获得退款，或者可以将福利转移到其他盒马格式。The move signals the end of Hema's experiment with membership stores, which the company once positioned as a "second growth curve" akin to US membership giants Costco and Sam's Club.此举标志着盒马对会员店的实验结束，该公司曾将会员店定位为类似于美国会员巨头好市多和山姆会员店的“第二增长曲线”。The first Hema X opened in Shanghai in October 2020. By October 2023, the format had expanded to 10 stores across key cities.第一家盒马鲜生X于2020年10月在上海开业。到2023年10月，该模式已扩展到主要城市的10家门店。Hema management made a strategic call earlier this year to concentrate resources on Freshippo and Hema neighbor business, both of which are showing stronger growth momentum.今年早些时候，盒马管理层发出战略呼吁，将资源集中在Freshippo和盒马NB（邻居业务）上，这两家公司都显示出更强劲的增长势头。In an internal letter at the end of 2024, Hema CEO Yan Xiaolei reaffirmed confidence in the company's Hema NB format, with a goal to expand to 300 stores in fiscal year 2025.在2024年底的一封内部信中，盒马首席执行官严筱磊重申了对公司盒马NB模式的信心，目标是在2025财年将门店扩展到300家。According to Alibaba's latest annual report, Hema plans to deepen its presence in emerging cities and counties, with a focus on value-driven formats. The company's gross merchandise value surpassed 75 billion yuan in fiscal year 2025, and its adjusted earnings before interest, taxation and amortization turned positive for the first time. Freshippo now operates over 420 stores, with online orders contributing more than 60 percent of sales.根据阿里巴巴最新的年度报告，盒马计划深化其在新兴城市和县的业务，重点是价值驱动型业态。该公司2025财年的商品总价值超过750亿元，调整后的息税摊销前利润首次转为正值。Freshippo目前经营着420多家商店，在线订单占销售额的60%以上。Analysts said the collapse of Hema X highlights the challenges Chinese retailers face in replicating the US membership model.分析人士表示，盒马鲜生X的倒闭凸显了中国零售商在复制美国会员模式方面面临的挑战。"Hema X charged membership fees, but it never truly validated a mature model," said Jason Yu, general manager of CTR Market Research. "It faced pressure from both global competitors like Sam's Club and domestic players, but lacked strong differentiation in product assortment and customer experience."CTR市场研究总经理Jason Yu表示：“盒马鲜生收取会员费，但它从未真正验证过一个成熟的模式。”。“它面临着来自山姆会员店等全球竞争对手和国内企业的压力，但在产品组合和客户体验方面缺乏强大的差异化。”While Sam's Club benefits from a global supply chain and robust local procurement, most Chinese entrants lack comparable sourcing and private-label development capabilities, said Yu.余表示，虽然山姆会员店受益于全球供应链和强大的本地采购，但大多数中国进入者缺乏可比的采购和自有品牌开发能力。"Costco has started to localize its assortment, but the offering still leans heavily toward an American lifestyle that doesn't fully align with Chinese consumer habits," Yu said. "Omnichannel capabilities also remain weak — there's no front-end warehouse system to support fast delivery expectations."余说：“好市多已经开始对其产品进行本地化，但产品仍然严重倾向于与中国消费者习惯不完全一致的美国生活方式。”。“全渠道能力也仍然薄弱——没有前端仓库系统来支持快速交付的期望。”Hema's retreat from the warehouse format also reflects broader changes in Chinese consumer behavior, particularly among middle- and high-income shoppers.盒马放弃仓储模式也反映了中国消费者行为的更广泛变化，尤其是在中高收入消费者中。"High-income households still value product quality and freshness, but they've become increasingly rational," said Laura Liu, senior research analyst at market observer Mintel China. "We're seeing more of them shift toward fresh-product discount stores, which offer a better price-to-value balance."市场观察机构英敏特中国的高级研究分析师Laura Liu表示：“高收入家庭仍然重视产品质量和新鲜度，但他们已经变得越来越理性。”。“我们看到越来越多的人转向新鲜产品折扣店，这提供了更好的性价比平衡。”According to Mintel, shoppers are no longer loyal to a single retail format. Instead, they alternate between warehouse stores and discount channels depending on purchase scenarios. This crossover trend reflects a broad shift toward flexible, needs-based consumption.据英敏特称，购物者不再忠于单一的零售模式。相反，他们根据购买场景在仓库商店和折扣渠道之间交替。这种交叉趋势反映了向灵活、基于需求的消费的广泛转变。Hema is doubling down on its discount Hema NB format to capture this evolving demand.为了满足这一不断变化的需求，盒马正加倍努力推出折扣版盒马NB。Consultancy Kantar Worldpanel data show that Hema NB boosted its penetration by 1.6 percentage points in eastern China during the first quarter of 2025, outpacing growth in traditional retail formats. Overall, Freshippo's reach grew 1.3 percentage points year-on-year in the first quarter.咨询公司凯度消费者指数的数据显示，2025年第一季度，盒马NB在中国东部的渗透率提高了1.6个百分点，超过了传统零售业态的增长。总体而言，Freshippo的覆盖率在第一季度同比增长了1.3个百分点。The company has also accelerated store openings, averaging one new location every five days in 2024.该公司还加快了店铺的开业速度，2024年平均每五天就有一家新店开业。The NB format, focused on community-based stores offering aggressively priced fresh goods and snacks, has shown particular strength in town-level markets. In the first quarter, discount snack store penetration reached 18 percent, with southern and lower-tier regions seeing the fastest growth.NB模式侧重于以社区为基础的商店，提供价格高昂的新鲜商品和小吃，在城镇市场表现出了特别的优势。第一季度，折扣小吃店的渗透率达到18%，其中南部和低线地区增长最快。"Consumers are seeking more value without compromising on quality," Liu said. "Discount retailers that deliver on both fronts are well-positioned to capture share in this new retail landscape."刘说：“消费者在不牺牲质量的情况下寻求更多的价值。”。“在这两个方面都提供服务的折扣零售商处于有利地位，可以在这个新的零售格局中占据份额。”closuren.（永久地）停业/ˈkləʊʒə/warehousen.仓库、货仓/ˈweəhaʊs/

This week's podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the case study from CEO Wan Lin.Wan Lin: My Practice On Strategy ——–I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Lawds malarkey guv'nor, Blighty's popped its clogs. Americans have been hoovering up ‘UK doom' content ever since Elon Musk decided to push the grooming gangs scandal on X at the start of the year. On the inside, everyone understands the Notting Hill days are long gone. Only some have clocked that the Children of Men era is upon us.Now, with the banning of a viral ad for a crypto exchange describing the dismal state of the country, we're checking in on the dismal state of the country. Meanwhile, America is pushing India to cut its oil trade with Russia. Obviously, this will never have any bad second order consequences. Finally, having exposed their air defence nakedness in one wild weekend, the Iranians are in the market for a new system. And the news is they're going Ali Express. Can China succeed where their own engineers failed? Watch this underground bunker. You can get special paywalled premium episodes of Multipolarity every month on Patreon: https://patreon.com/multipolarity

In this episode of The Negotiation, we speak with Clementine Pippa Ebel, a cultural strategist and expert on China's rapidly growing outdoor sports market. Clementine works for KAILAS, one of China's top domestic outdoor gear brands, and brings unique insight into how Chinese consumers are embracing trail running, hiking, camping, and the broader Gorpcore lifestyle.We explore how outdoor culture is evolving across China—from elite ultra-marathon events to the growth of beginner-friendly running clubs in second- and third-tier cities. Clementine also explains what makes Chinese outdoor consumers unique, how Western brands can enter this space authentically, and the key regional nuances shaping demand.We also explore the impact of digital communities, livestreaming, and Xiaohongshu on shaping outdoor trends—and why this space represents one of the most exciting opportunities in China's consumer market today.Whether you're an outdoor brand eyeing expansion into China or simply curious about cultural shifts in the region, this is a must-listen conversation.Discussion Points:·       Clementine's journey from branding and cultural strategy to the world of outdoor sports in China·       The growth of trail running and ultramarathons across Chinese regions·       Why outdoor sports are resonating with young, urban Chinese consumers·       The role of KAILAS and other local brands in shaping the market·       Regional trends and the influence of nature tourism on demand·       How community-driven platforms like Xiaohongshu are fueling outdoor enthusiasm·       Gorpcore fashion: from function to street style in Chinese cities·       What Western outdoor brands need to know to localize effectively·       The intersection of sustainability, wellness, and outdoor consumerism·       Clementine's outlook on what's next in China's outdoor and adventure economy

How do you infuse startup agility into a $3B global commerce engine?On this episode of BRAVE COMMERCE, Rachel Tipograph and Sarah Hofstetter sit down with Andrew Lederman, VP of Global Digital Commerce at Mondelez, for a wide-ranging conversation on building at scale while moving with speed. From founding a startup acquired by Alibaba to transforming digital commerce at AB InBev and now Mondelez, Andrew shares how his entrepreneurial DNA shapes his leadership at one of the world's largest CPG companies.He opens up about balancing local autonomy with global vision, the value of taking big swings instead of "safe bunts," and navigating the signal vs. noise of today's crowded tech landscape. With deep candor and clarity, Andrew explains how consumer obsession—not competitor fixation—drives long-term growth, and why brave leadership often means placing smart bets on the future.Plus, hear his answer to our signature closing question—and why he says being a father tops his list of courageous moves.Key Takeaways:Lead with Empathy, Act with Clarity: To drive transformation in large organizations, meet teams where they are and align them with a shared vision of the future.Prioritize Consumer Needs Over Competitive Noise: Long-term growth comes from solving real consumer problems—not chasing what others are doing.Make Strategic Bets with Confidence: Balancing short-term impact with long-term vision requires bold decision-making and operational excellence.Whether you're scaling digital commerce or trying to future-proof your brand, this episode offers a grounded, strategic, and motivating listen. Hosted on Acast. See acast.com/privacy for more information.

Robots humanoïdes, voitures autonomes, IA générative et même lunettes de paiement par clignement d'œil... La Chine dévoile ses ambitions technologiques à l'occasion de la World Artificial Intelligence Conference (WAIC) à Shanghai. La journaliste chinoise Shanhui Zhang (China Global Television Network) nous présente les innovations de la WAIC et analyse les ambitions chinoises en matière de technologie.Les sujet abordés dans cet épisode :Une industrie en pleine effervescence : avec plus de 800 exposants, la World Artificial Intelligence Conference de Shanghai a présenté un panorama spectaculaire de la tech chinoise, des géants comme Alibaba, Huawei ou Baidu jusqu'aux industriels traditionnels comme Baosteel, qui se lancent dans la robotique.Les robots humanoïdes dans la vie quotidienne : démonstrations de robots capables de jouer avec les enfants, de réaliser des tâches dans l'industrie lourde ou encore d'assurer des fonctions éducatives et sociales.Des lunettes pour payer dans les magasin : à Hangzhou, Alibaba a dévoilé les lunettes « AI Quark » qui permettent de payer d'un simple mouvement d'œil via Alipay.Des taxis autonomes à l'assaut des villes chinoises : Baidu propose des taxis autonomes sans chauffeur à Pékin et Wuhan, pour des trajets deux fois moins chers qu'un taxi classique. Shanhui Zhang les a testés.Un enjeu stratégique mondial : derrière les démonstrations technologiques, une véritable volonté politique. La Chine promeut une gouvernance internationale de l'IA, évoquant des mécanismes communs pour la protection des données, la sécurité et l'inclusion.Un appel à la coopération internationale : Pékin présente un plan d'action global pour encadrer le développement de l'IA, tout en soulignant le rôle central que la Chine souhaite jouer dans ce nouveau paradigme.-----------

Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. www.InsightGlobal.com/LearningLeader My Guest: Tim Ferriss is the author of five #1 New York Times bestsellers (including The 4-Hour Work Week, Tools of Titans, and Tribe of Mentors). His podcast, The Tim Ferriss Show, has been listened to more than a billion times. Tim was an early investor in Uber, Shopify, Twitter, Alibaba, and many others. He's the creator of a new card game called COYOTE. Decision making - How can I win even if I lose? He viewed angel investing like his personal MBA. Instead of paying for business school, he invested in companies and learned about business by working with actual businesses. He didn't expect to make money on those investments. That was just a bonus. Think, “How can I win even if I lose?” Tim won with those investments, regardless of whether he made money or not on them. Key Takeaways and Learnings: Parents Who Foster Curiosity – Tim's mother created a "books are always in budget" policy despite tight finances. Used remainder tables at bookstores to expose him to random, off-menu knowledge that sparked lifelong curiosity about unconventional topics. Curiosity-Driven Exploration – When Tim showed interest in marine biology, his mom found Frank Mundus (inspiration for Jaws character), arranged a meeting, and created low-cost adventures like crab fishing with chicken bones to fuel his interests. The Mask You Wear Becomes You – "Be very careful what you pretend to be" - spent years presenting as overly serious to be taken seriously, which created a recursive feedback loop. Now embraces more play and laughter to avoid burnout.  Fiction and Poetry as Life Teachers – Shifted from non-fiction purist to reading more fiction/poetry. Recommends "Ozymandias" as a monthly reminder that all achievements fade: "My name is Ozymandias, king of kings. Look on my works, ye mighty and despair. Nothing beside remains." Internal vs External Scorecards – Money and fame amplify whatever's underneath, like alcohol or power. "If you have certain insecurities or paranoia, all of those are going to be amplified. If you're generous, that's also gonna be the case." Effectiveness Over Efficiency – "Effectiveness is doing the right things, efficiency is doing things well, but doing something well does not make it important." Focus on choosing the right targets rather than optimizing everything. Strategic Slack in Systems – Moved away from filling every 10 minutes. Takes 10 minutes each morning with coffee to read fiction/poetry/meditate to prove "you do not have to front flip out of bed and land in a full sprint." How to Win Even If You Fail – Project selection framework: "How can I win even if I fail?" Focus on relationships built and skills acquired that transfer beyond the project if external metrics don't pan out. The COYOTE Game Philosophy – Created a card game to address the social isolation epidemic. "People don't have a shortage of productivity advice... It's taking some steam out of the system and actually enjoying what you have worked so hard for." Social Bonds as Foundation – "It's the relationships, stupid." Countries rated happiest fundamentally come down to social ties. In-person social interactions are down 70% in certain age groups over the last 10 years. Podcasting as Relationship Building – "My goal is not to have 100% of my audience like any episode... but I do want 10% of my audience to love each episode." The personal is the most universal. Fame's Hidden Costs – With the audience size of major cities comes proportional number of unstable people. "If you have a small village, you're gonna have one village idiot... "How many crazy people are there in New York City?" "Be suspicious of what you want."   Tim read me the poem by Ozymandias by Percy Bysshe Shelley "If more information were the answer, we'd all be billionaires with six-pack abs." Be a talent scout - You don't need a huge network. A+ players in one area know A+ players in others. Seek out people who are great at what they do, regardless of what they do. Study what makes them great at that thing. Then you'll probably meet other A+ players. Also, it's on us to strive to be an A+ player at what we do. Be so good at whatever your thing is that other A+ players want to meet you. Tim has been very good at that. Quotes: "Be very careful what you pretend to be... the mask you wear often becomes the person you are." "Be suspicious of what you want." (Rumi) "My name is Ozymandias, king of kings. Look on my works, ye mighty and despair. Nothing beside remains." "Effectiveness is doing the right things, efficiency is doing things well, but doing something well does not make it important." "How can I win even if I fail?" "The personal is the most universal." "It's the relationships, stupid." "If more information were the answer, then we'd all be billionaires with six-pack abs." "Follow your curiosity and obsessions with great rigor. Do that and I like your chances." "The superheroes you have in your mind are nearly all walking flaws who've maximized one or two strengths." "You don't need a huge network... the super A+ players tend to know other A+ players." Life Lessons: Cultivate Childhood Curiosity – Create "always yes" policies for learning and exploration. Use constraints (like remainder tables) to discover unexpected interests. Embrace Strategic Experimentation – View life as a series of 6-12-month projects with 2-4 week experiments. Design studies to get feedback, not just chase outcomes. Balance Seriousness with Play – Taking yourself too seriously leads to burnout. Build in recovery phases and "deloading" periods across all life areas. Choose Projects for Learning – Select opportunities based on relationships you'll build and skills you'll acquire, not just potential external rewards. Start With Personal Pain Points – Best opportunities often come from solving problems you personally understand deeply, then expanding adjacent. Build Safety Nets First – Like Arnold's real estate, before acting, create financial/emotional cushions that allow you to say no and wait for right opportunities. Quality Over Quantity in Relationships – Better to have deep connections with fewer people than surface-level networks with many. Morning Rituals Create Calm – Prove to your nervous system you don't have to be frantic by taking 10 minutes each morning for something peaceful. Scratch Your Own Itch – Whether in podcasting, investing, or any pursuit, follow genuine personal interest for sustainable energy and authentic results. Prepare for Success Taxes – Fame and wealth amplify existing traits. Address insecurities and develop strong boundaries before scaling. Value Present Experience – Focus on daily energy in/out rather than constantly deferring happiness to future achievements. Apply to be part of my next Learning Leader Circle. Time Stamps 00:38 Tim's Childhood and Parental Influence 01:15 Curiosity and Lifelong Learning 02:56 Marine Biology and Childhood Adventures 07:06 Influence of Mentors and Teaching Aspirations 08:45 Thoughts on Parenthood and Relationships 12:11 Balancing Seriousness and Humor 25:15 Effectiveness vs. Efficiency 30:50 Creating Slack and Self-Care 34:41 The Importance of Social Bonds and Play 41:07 Meeting a Game-Changing Partner 42:13 The Importance of Analog Social Interaction 42:55 Podcasting: A Platform for Deep Connections 43:30 The Evolution and Challenges of Podcasting 43:47 The Art of Interviewing 49:18 Navigating Fame and Public Exposure 01:04:26 The Philosophy of Risk and Experimentation 01:10:27 Spotting Talent and Following Curiosity 01:20:37 Closing Thoughts and Future Endeavors

Preview: PRC technology: Author Andrew Collier, "China's Technology War: Why Beijing Took Down Its Tech Giants," reports the colorful speech by Alibaba's Jack Ma in 2020 that triggered the CCP. More. 1952

Alibaba may be known for its massive scale — but at the heart of its U.S. strategy is something much more focused: empowering small businesses.In this episode of Retail Remix, host Nicole Silberstein sits down with Justin Liu, U.S. Country Manager at Alibaba.com, to explore how the global B2B marketplace is helping American entrepreneurs source more efficiently, build more resilient supply chains and take advantage of cross-border opportunities.With experience at Amazon, Meituan and streetwear marketplace Poizon, Justin brings a global lens to today's most pressing retail topics — from digital discovery to de-risking the sourcing process. Together, they discuss:How global supply chain disruption has changed brands' sourcing timelines and strategies;How Alibaba is evolving to better serve U.S. small businesses;The company's strategy for simplifying product discovery and vendor relationships; andThe role of trust, transparency and tech in the future of B2B ecommerce.RELATED LINKSExplore Alibaba.com's offerings for U.S. small businessesTry out Alibaba's new AI-powered sourcing platform Accio.com Read more about the Alibaba-Wix partnership on Retail TouchPointsLearn about Alibaba's efforts to support SMBs, including Olympic athletesListen to more episodes of Retail Remix

"China's approach is very pragmatic. People have been saying DeepSeek did it out of necessity. There's obviously a GPU constraint and hardware constraint in China, something they're working around. In many ways, the engineering genius and engineering innovation is what set DeepSeek apart. It challenged a global narrative around needing more GPUs and more money to get better AI. It was about throwing capital at the problem. It was a different approach because the capital ecosystem in China itself is very different. People talk about proof of concept - you have to prove your concept first in China to get funding. For many startups, they weren't getting much funding before the DeepSeek moment. To your point, no one really knew it would have a strong ROI, so only the BATs that had money and understood the technology were backing it." - Grace Shao, Founder of AI Proem Newsletter Fresh out of the studio, Grace Shao, founder of AI Proem Newsletter and former CNBC and CGTN journalist, joins us to explore the rise of generative AI in China and how it's reshaping the global technology narrative. She began the story of her career journey and started with the conversation reflecting on how the DeepSeek moment revitalized China's internet sector after years of regulatory challenges and geopolitical tensions. Grace unpacks the pragmatic Chinese approach to AI development, explaining how companies like ByteDance, Alibaba, and Tencent are leveraging their unique ecosystems and data advantages while startups embrace open-weight models to prove innovation over imitation. She discusses why the "China versus US AI arms race" narrative misses the point, the strategic reasons behind companies relocating to avoid geopolitical sensitivities, and how distribution challenges are separating winners from losers in the consumer AI space. Addressing the broader implications, Grace explores the real opportunities in robotics, vertical AI applications, and why collaboration rather than competition should define the industry's future. Closing the conversation, she shares her vision for bridging cultural understanding between East and West and what success looks like for the next generation of AI development. Episode Highlights: [00:00] Quote of the Day by Grace Shao, Founder of AI Proem [01:21] Introduction: Grace Shao from AI Proem [04:29] China's tech moves incredibly fast. [08:09] China's generative AI landscape: BATs, Startups & Research Labs [09:23] Most AI startups have financial ties with Alibaba or Tencent [10:02] Chinese AI approach more pragmatic: commercialize quickly versus philosophical AGI pursuit [12:23] Alibaba's approach to LLMs with Qwen [15:00] Tencent's WeChat integration with DeepSeek vs Tencent Yuanbao [18:03] ByteDance pivots to multimodal LLM models [21:31] DeepSeek moment revitalized China's internet sector after rough 2022-2024 period [27:28] DeepSeek and Kimi embrace open-weight models for talent and adoption [29:46] Open sourcing as strategic decision for China LLMs [33:19] US capital pullout from China forced companies like Manus overseas to Singapore [37:17] Robotics in China: Unitree Robotics, UBTech and Galbot [42:05] Chinese startups focus on vertical integration rather than competing on LLMs [43:51] Healthcare and agricultural AI applications extremely advanced in China [44:13] This isn't an arms race; framing as competition misses the point [45:49] China and US should collaborate on AI safety and regulation for future generations [49:00] Closing Profile: Grace Shao, Founder of AI Proem Newsletter: https://aiproem.substack.com/ Personal Site: https://www.proemcommunications.com/aboutgraceshao LinkedIn: https://www.linkedin.com/in/gmzshao/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

This week's podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Interaction / engagement-focused product has three dimensions:Recommendations. This is passive consumption, not active searching. So that means machine learning-powered newsfeeds. Basically, just like TikTok and Instagram.Entertainment. That means features, games, and videos.Community. This is about tapping into group behavior. You want active communication and sharing between users. And on social networks. You also want livestreaming with friends. And, if possible, you want group buying.I think there are two archetypes for interaction-focused ecommerce.Type 1: Newsfeed based. That's TikTok. That's the sushi train restaurants. This is TikTok Shop is a good example of this. With lots of little purchases. Mostly based on whose videos you like to watch and what surprises show up in your feed.Type 2: Carnival based. That's early PDD. It's lots of games. Which is very different than TikTok Shop.Alibaba has three interesting use cases for ecommerce.The Power of Livestreaming in EcommerceImage-Based Search Changes the Way We Find ProductsConversational SearchPhoto by Hugh Han on Unsplash——--I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

And for our final Lang Fairy Tale of the week, we warmly recommend The Forty Thieves. It's a story that starts with two brothers, then becomes a spiral of theft, depression, chalk drawings, and cold blooded murder.Say what you like about Ali Baba, but Morgiana is the real hero here!If you are unfamiliar with the Lang Fairy Tales, these seminal collections were assembled between 1889 and 1913 by a married couple, folklorists and translators Nora and Andrew Lang, with most of the work done to compile them completed by Nora, also known as Leonora Blanche Alleyne.Assembled and published in 12 colour-coded "Fairy Books," the corpus the Langs put together included 798 fairy tales from across cultures, many of which had never before been translated into English.They were amongst the most influential books of their time, changing the course of children's literature - although they're hardly just for children, and often deal with quite challenging concepts.Today, purchasing a complete set of the Lang Fairy Books in good condition costs over £4,000 ($5,000+).Thankfully, the collections are all out of copyright, meaning that we can now tell these stories, in podcast form, many for the first time, and share them with a global audience, for free.Our plan is to release the stories between main series of Three Ravens, performing them straight (though with plenty of silly voices) letting the tales speak for themselves in all their madcap, sharp-edged, often quite bizarre glory.The only edits we have made are to amend some culturally-insensitive epithets, which typically pertain to ethnicity, with any such edits made by Eleanor Conlon.Three Ravens is an English Myth and Folklore podcast hosted by award-winning writers Martin Vaux and Eleanor Conlon.Released on Mondays, each weekly episode focuses on one of England's 39 historic counties, exploring the history, folklore and traditions of the area, from ghosts and mermaids to mythical monsters, half-forgotten heroes, bloody legends, and much, much more. Then, and most importantly, the pair take turns to tell a new version of an ancient story from that county - all before discussing what that tale might mean, where it might have come from, and the truths it reveals about England's hidden past...Bonus Episodes are released on Thursdays plus Local Legends episodes on Saturdays - interviews with acclaimed authors, folklorists, podcasters and historians with unique perspectives on that week's county.With a range of exclusive content on Patreon, too, including audio ghost tours, the Three Ravens Newsletter, and monthly Three Ravens Film Club episodes about folk horror films from across the decades, why not join us around the campfire and listen in?Learn more at www.threeravenspodcast.com, join our Patreon at www.patreon.com/threeravenspodcast, and find links to our social media channels here: https://linktr.ee/threeravenspodcastThree Ravens is a myth and folklore podcast hosted by Eleanor Conlon and Martin Vaux.In each Monday episode we explore a historic county, digging into heritage, folklore and traditions, then we tell a new version of a legend from that county. Bonus Episodes are released on Thursdays and Saturdays.Visit our website Join our Patreon Social media channels and sponsors Hosted on Acast. See acast.com/privacy for more information.

Hoy hablamos con Ignacio Espina, fundador de Splash Auto Care y ejemplo de que la edad no limita a nadie si hay disciplina y visión. Ignacio cuenta cómo pasó de lavar carros como hobby a tener contratos sólidos, empleados y un taller propio… ¡todo antes de los 23 años!Tocamos temas de negocios, errores, familia, mentalidad, mitos de detailing, cómo cerrar contratos (aunque no sepas nada al principio), el rol de TikTok y ChatGPT en su crecimiento, y mucho más.Este episodio es traído por ATH Business, la forma más fácil de cobrar y crecer tu negocio en Puerto Rico.Capítulos0:00 – Intro y cómo nace Splash Auto Care6:00 – De hobby a emprendimiento7:00 – El poder de las redes sociales9:00 – Monetización en podcast y negocios12:00 – Primeros negocios y errores15:00 – El logo, el slogan y el “salto sin saber”17:00 – “Si estás pela'o, busca qué vender”18:00 – Curiosidad: ¿cómo hacen dinero los negocios?19:00 – De hobby a que tu familia lo respete21:00 – Contratos, errores y aprendizajes24:00 – Cómo educarse en el detailing y el rol de TikTok/ChatGPT30:00 – Comprar directo a China, Alibaba y personalización34:00 – Carros caros, clientes tacaños y precios en PR39:00 – JuanVi a los 22 años, diferencias generacionales41:00 – El poder de rodearte bien y el apoyo familiar46:00 – Frases y lecciones para emprendedores49:00 – Mitos y verdades del carwash53:00 – Clientes, historias locas y aprender a decir que no1:00:00 – La expansión y cómo negociar sin regalar tu trabajo1:05:00 – Cierre: contactos, redes y despedidaEscúchalo completo, dale like y comparte para que más jóvenes se inspiren a montar su negocio.Invitado: @splashautocare_prHost: Juan del Campo | @juandelcampo_

Our 217th episode with a summary and discussion of last week's big AI news! Recorded on 07/17/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: **OpenAI's new ChatGPT agent**: The episode begins with a detailed discussion on OpenAI's latest ChatGPT agent, which can control entire computers and perform a wide range of tasks, showcasing powerful performance benchmarks and potential applications in business and research. **Major business moves in the AI space**: Significant shifts include Google's acquisition of Windsurf's top talent after OpenAI's deal fell through, Cognition's acquisition of Windsurf, and several notable hires by Meta from OpenAI and Apple, highlighting intense competition in the AI industry. **AI's ethical and societal impacts**: The hosts discuss serious concerns like the rise of non-consensual explicit AI-generated images, ICE's use of facial recognition for large databases, and regulations aimed at controlling AI's potential misuse. **Video game actors strike ends**: The episode concludes with news that SAG-AFTRA's year-long strike for video game voice actors has ended after reaching an agreement on AI rights and wage increases, reflecting the broader impact of AI on the job market. Timestamps + Links: (00:00:10) Intro / Banter (00:02:49) News Preview Tools & Apps (00:03:29) OpenAI's new ChatGPT Agent can control an entire computer and do tasks for you (00:07:11) Alibaba-backed Moonshot releases new Kimi AI model that beats ChatGPT, Claude in coding — and it costs less (00:09:36) Amazon targets vibe-coding chaos with new 'Kiro' AI software development tool – GeekWire (00:12:33) Anthropic tightens usage limits for Claude Code – without telling users (00:15:51) Mistral's Le Chat chatbot gets a productivity push with new ‘deep research' mode | TechCrunch (00:17:46) I spent 24 hours flirting with Elon Musk's AI girlfriend (00:21:32) Uber is close to completing its quest to become the ultimate robotaxi app | The Verge Applications & Business (00:24:02) OpenAI's Windsurf deal is off — and Windsurf's CEO is going to Google | The Verge (00:28:09) Cognition, maker of the AI coding agent Devin, acquires Windsurf | TechCrunch (00:28:46) Anthropic hired back two of its employees — just two weeks after they left for a competitor. | The Verge (00:28:46) Another High-Profile OpenAI Researcher Departs for Meta | WIRED (00:28:46) Meta Hires Two Key Apple (AAPL) AI Experts After Poaching Their Boss - Bloomberg (00:31:31) Mira Murati's Thinking Machines Lab is worth $12B in seed round | TechCrunch (00:33:20) Lovable becomes a unicorn with $200M Series A just 8 months after launch | TechCrunch (00:34:55) SpaceX commits $2 billion to xAI as Musk steps up AI ambitions: Report | World News - Business Standard Research & Advancements (00:35:59) A former OpenAI engineer describes what it's really like to work there | TechCrunch (00:38:23) Reasoning or Memorization? Unreliable Results of Reinforcement Learning Due to Data Contamination Policy & Safety (00:42:14) Anthropic, Google, OpenAI, xAI granted up to $200 million from DoD (00:43:08) California State Senator Scott Wiener Pushes Bill to Regulate AI Companies - Bloomberg (00:43:58) AI 'Nudify' Websites Are Raking in Millions of Dollars | WIRED (00:45:55) Inside ICE's Supercharged Facial Recognition App of 200 Million Images Synthetic Media & Art (00:48:47) Video game actors' strike officially ends after AI deal

In this episode, Charlie, co-founder of Bitlayer, shares how they are building a Bitcoin rollup and trust-minimized BVM bridge to unlock BTC liquidity for DeFi while maintaining Bitcoin-level security.Backed by Franklin Templeton and top mining pools like F2Pool, Bitlayer is enabling yield-bearing BTC (YBTC), partnerships with Sui and Solana, and preparing for the launch of its BTR governance token.If you're curious about Bitcoin's future beyond payments — from miner incentives to cross-chain DeFi — this episode is for you.Key Timestamps[00:00:00] Introduction: Sam introduces Charlie and Bitlayer's mission. [00:01:00] Charlie's Web3 story: From early Bitcoin and Ethereum to Polygon and Polkadot. [00:03:30] Why Bitcoin DeFi: Recognizing the need for scaling and security. [00:05:00] Bitlayer's mission: Building a BVM rollup and bridge for DeFi on Bitcoin. [00:07:00] Achieving Bitcoin DeFi: Unlocking BTC liquidity via a trust-minimized bridge. [00:09:00] Bridging innovation: How BVM improves on multisig and wrapped BTC. [00:11:00] Bitlayer vs sidechains: Why Bitcoin rollups are different. [00:14:00] Team strength: Engineering talent from Polygon, Celestia, and Alibaba. [00:15:00] Metrics: TVL milestones, daily transactions, and wallet growth. [00:18:00] Developer & user growth: Strategies to onboard devs and create retention. [00:20:00] Branding: F1-style “Bitcoin engine” culture.[00:21:00] Decentralization focus: Ensuring Bitcoin-level security. [00:23:00] Partnerships: Collaborations with Sui and upcoming Solana integrations. [00:25:00] Future vision: Bitcoin DeFi in 2 years — retail + institutional products. [00:26:30] Institutional adoption: Working with ETF issuers like Franklin Templeton. [00:28:00] The BTR token: Governance launch and upcoming campaigns. [00:30:00] Closing thoughts: Miner incentives and the next decade of Bitcoin utility.Connecthttps://www.bitlayer.org/https://x.com/BitlayerLabshttps://www.linkedin.com/in/charlieyechuanhu/https://x.com/CharlieHusatsDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Summary del Show: • Wall Street arranca al alza tras un acuerdo comercial de $550B con Japón y la calma antes del 1 de agosto. • Trump lanza el “AI Action Plan” con incentivos para centros de datos y liderazgo global en IA. • Alibaba lanza Qwen3-Coder, un modelo de código abierto que rivaliza con GPT-4. • PayPal lanza PayPal World, conectando billeteras de Asia, América Latina y EE.UU. para pagos globales.

Plus: Nvidia's CEO praises China's technology after Trump allows the chip-maker to resume selling its chips to China. Alibaba-backed Chinese AI startup files for Hong Kong IPO. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Let us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title: