Podcasts about china tech

Mistral CEO Arthur Mensch joins CNBC's Arjun Kharpal to discuss AI infrastructure, the race for computing power, and why access to AI “tokens” is becoming a strategic priority. He also shares his views on AI sovereignty, enterprise adoption, custom chips and the future of AGI.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode #1355: Today we're talking about dealers feeling cautiously optimistic despite economic pressure, Volvo dodging a major U.S. regulatory headache tied to its China ownership, and OpenAI quietly building what could become a serious challenger to ...

Shoot us a Text.Episode #1355: Today we're talking about dealers feeling cautiously optimistic despite economic pressure, Volvo dodging a major U.S. regulatory headache tied to its China ownership, and OpenAI quietly building what could become a serious challenger to Google's ad business through conversational AI.Show Notes with links:Dealer optimism is creeping back up according to Cox Automotive's Q2 Dealer Sentiment Index, especially around used cars. But underneath the positivity? Plenty of concern around the economy, politics, and affordability.Dealers rated current market conditions at a “slightly favorable” 53, with optimism for the next three months jumping to 57.Customer traffic showed a meaningful rebound, climbing from a weak 34 in Q1 to 43 in Q2. Still not back to 2025 levels, but enough movement to suggest shoppers are slowly re-entering the market.Dealers gave the used car market a 62 rating — the strongest since 2022 — with several stores reporting record grosses and fast-moving pre-owned inventory.The biggest drag on business? The economy. 54% of dealers said economic conditions are holding them back, while 43% pointed to the political climate.One Toyota dealer summed it up perfectly: “Still a high demand, but economic uncertainty is making people wary.”Volvo shares jumped after the automaker secured approval to continue importing and selling vehicles in the U.S., easing fears that its Chinese ownership ties could create a major roadblock for future business stateside.Volvo stock climbed nearly 7% after the company announced it received “specific authorization” from U.S. regulators tied to China-connected vehicle restrictions, set to begin in model year 2027.The concern stemmed from Volvo's majority owner, Geely, which controls nearly 79% of the company and had investors worried about future bans under new national security rules.Instead of restrictions, Volvo says talks with U.S. officials around governance, technology, and data security led to an approval with no added conditions — something analysts say was better than expected.Volvo continues investing heavily in the U.S., including plans to build two additional models at its South Carolina plant by 2030.OpenAI's early advertising experiments are revealing something marketers are paying close attention to: ChatGPT can create buying intent during a conversation, not just respond to it. That could fundamentally change how digital ads work.Unlike Google Search ads built around keywords, ChatGPT ads are triggered by “conversational intent” — meaning the AI can infer what users may want even if they never search for it directly.Similarweb found that 46% of users who eventually saw an ad started the conversation with zero commercial intent. The chat itself gradually created the opportunity.Ads appear much later in conversations — sometimes 30 to 50 exchanges deep — making them feel more like recommendations than interruptions.OpenAI currently shows just one ad at a time inside chats, creating premium inventory that analysts estimate could command CPMs around $60 and CPCs near $12.Similarweb's Heral Amir: “OpenAI has a chance to take advertising to a very good place from user experience, but they can also mess it up completely.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value in China is created through aligning private incentives with state goals of high-quality growth, technological self-reliance, digitalisation and national security.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Is the era of American tech dominance ending? Get an inside look at how China's pragmatic approach to AI, robotics, and hardware is shifting the global balance, and why the US might need a new playbook to keep up. Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Is the era of American tech dominance ending? Get an inside look at how China's pragmatic approach to AI, robotics, and hardware is shifting the global balance, and why the US might need a new playbook to keep up. Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Is the era of American tech dominance ending? Get an inside look at how China's pragmatic approach to AI, robotics, and hardware is shifting the global balance, and why the US might need a new playbook to keep up. Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Is the era of American tech dominance ending? Get an inside look at how China's pragmatic approach to AI, robotics, and hardware is shifting the global balance, and why the US might need a new playbook to keep up. Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Krystal and Saagar discuss Trump glazes Xi at summit, Fox Shocked by China's advancements, China plans secret Iran arms sales. Zack Exley: https://zackexley.com/ To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.com Merch Store: https://shop.breakingpoints.com/ See omnystudio.com/listener for privacy information.

Microsoft Retires Edge “Copilot Mode” as Features Integrate Into Main Browser Experience, Cisco Cuts 5% of Workforce to Prioritize AI and Cybersecurity Investment, and BYD Seeks to Acquire and Independently Operate European Auto Factories. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanks to all our supporters–without you, none ofContinue reading "U.S.-China Tech Rivalry Stalls Nvidia H200 Chip Sales – DTH"

Paulo Passoni, Managing Partner at Valor Capital, and Olga Maslikhova break down the two forces reshaping tech and capital markets right now — the end of 40 years of global integration as the US-China tech split hardens, and the collapse of the services moat as AI lets companies scale from $0 to $100M in revenue in 24 months by replacing labor. This is the May 2026 edition of TJC Debrief — a monthly show covering tech, venture, and capital markets through a global lens.We cover why China blocked Meta's $2 billion Manus acquisition and what the new US-led versus China-led ecosystem split means for global M&A, how SoftBank's blocked Arm-NVIDIA sale cost half a trillion dollars in value creation and why deals like it will keep happening, Anthropic's $50B round closing in 48 hours with secondary markets pricing ahead of the primary and what it reveals about AI's escape velocity, why Anthropic and OpenAI are forming joint ventures with Blackstone, TPG, Apollo, Sequoia, General Atlantic, and GIC to lock in compute capacity and guaranteed revenue, Plata's $5B round and why Qatar Investment Authority, US endowments, and long-only funds piled in alongside Valor Capital — and what mispriced Russian and Eastern European talent has to do with it, why data is becoming the last real moat and how Nubank, Revolut, CloudWalk, Mercado Libre, and JPMorgan are racing to train proprietary models on their own customer data, the radiologist paradox and what it predicts for tax accountants, lawyers, and every services job AI is supposed to kill, the legal AI startup Enter and the wild story of prompt injections hidden in PDFs filed to courts, why humanoid robots at $600/month today and $100/month in ten years will reshape global labor markets, Elon Musk and SpaceX as the "build potential, then monetize" playbook, and the $0 to $100M in 24 months phenomenon — why early movers in vertical AI are already hitting this scale and where the next opportunities will emerge across legal, wealth management, healthcare, and security.Subscribe to The J Curve Insider newsletter for deeper insights and follow Olga on LinkedIn and Instagram.

This week's podcast is about 5 big, recent events in China tech.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.The five topics are:New operating model: “Humans agents robots”China semiconductor bizFoundation modelsIt's all about agentsRobots and embodied AI ---------------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my 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

Auch diese Woche begrüßen wir euch unter dem Motto „3 Mikrofone, 3 Meinungen“ zu den folgenden Themen in dieser Ausgabe:
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 ► NVIDIA: Wird das Potential massiv unterschätzt?
 ► Skandal um das Sondervermögen!
 ► China-Tech vor Comeback?
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NVIDIA, Bitcoin, Gold, Silber, Münchner Rück, Circle

In this episode, we dive into a fast-moving series of stories shaping politics, foreign policy, and global tensions right now.The show begins with the escalating situation surrounding Iran, including the Senate's decision not to limit military action and the broader debate over whether the threat is real or reminiscent of past intelligence failures like the Iraq WMD claims. We also examine speculation about whether recent U.S. positioning in Venezuela may have been connected to strategic planning tied to the conflict.Next, we discuss a surprising political shakeup in Texas as Jasmine Crockett loses the Democratic Senate primary, raising questions about how the race could reshape the upcoming general election.We also explore what recent military struggles by Iranian forces might reveal about Chinese military technology, and whether the equipment Beijing exports abroad reflects the quality of what it uses itself.The episode also covers a major Supreme Court ruling on immigration, where the Court unanimously ruled that federal appeals courts must defer to immigration judges when reviewing asylum decisions.Along the way we touch on a new genetic study about early human and Neanderthal relationships, divisions inside political coalitions over the Iran conflict, the timing of U.S. evacuation flights from the Middle East, and we honor Americans who lost their lives during the conflict

Google DeepMind's Dawn Bloxwich and Tom Lue join "The Tech Download" to explore one of the biggest questions in technology today: Can we control AI? They break down how DeepMind is building safeguards, stress‑testing its models and working with global regulators to ensure advanced AI develops responsibly.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI is changing the way we learn and work. Google DeepMind COO Lila Ibrahim joins “The Tech Download” to explain the opportunities, risks and why teaching responsible AI use starts now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mike joins Emily Kilcrease, senior fellow and director of the Energy, Economics, and Security Program at the Center for a New American Security, to unpack how U.S. national security strategy is shaping technology competition with China. They explore why Washington has rolled back certain tariffs and technology export restrictions, how allies and partners are responding to shifting U.S. trade policies, and whether the United States is still on track to win the U.S.-China tech race.

Hosted by Arjun Kharpal and Steve Kovach, CNBC's “The Tech Download” cuts through the noise to unpack the tech stories that matter most for your money. In the debut episode, Google DeepMind CEO Demis Hassabis reveals how the leading AI research lab is driving breakthroughs, as well as what the race to artificial general intelligence means for science, business and society.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

China is seeking to replace U.S. and Israeli technology with its domestic firms. Not only will it limit Nvidia (NVDA) chips on an occasional basis, but China issued cybersecurity and chip bans against companies like Palo Alto Networks (PANW), Fortinet (FTNT) and Broadcom (AVGO). Marley Kayden talks about the back and forth between the U.S. and China to highlight the shake-up these stocks can experience. Prosper Trading Academy's Scott Bauer calls Palo Alto "best in class" for cybersecurity and offers an example options trade for the stock.======== 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

Hosted by Arjun Kharpal in London and Steve Kovach in New York, The Tech Download cuts through the noise to unpack the technology stories that matter most — and what they mean for your money.In Season One, we take you inside Google DeepMind, the brains behind the tech giant's artificial intelligence push. Hear from the people shaping the future of AI, including a one-on-one with co-founder and CEO Demis Hassabis. From breakthroughs in science to the societal impact of AI, we dive deep into the opportunities and risks behind what is likely to be the most transformative technology of our time.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Las Vegas, where the neon lights are bright, but the tech booths are somehow brighter. This year at CES, you couldn't toss a microchip without hitting a company promising to revolutionize the world with AI. Forget the casinos; the real jackpots were being hit on the showroom floor. We look at the highlights and see how Chinese tech companies are placing their bets this year. On the show: Niu Honglin, Steve & Yushun

China is investigating Meta's acquisition of Manus, an AI startup with Chinese roots now based in Singapore, to determine compliance with Chinese laws and export controls. Meta stated there will be no continued Chinese ownership in Manus AI and that Manus will cease operations in China. Chinese officials and legal experts are reviewing whether the deal involves the export of restricted technologies. Manus, known for its AI agent capable of complex task automation, reported annual recurring revenue exceeding 100 million dollars. The investigation reflects heightened scrutiny of cross-border technology deals between the United States and China.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

On this episode of Reaganism, Roger sits down with Chairman John Moolenaar of the Select Committee on the Chinese Communist Party to discuss the strategic competition between the United States and the CCP, focusing on the implications of China's actions on national security and economic interests. Chairman Moolenaar highlights the bipartisan efforts of the Committee to address these challenges, emphasizing the importance of maintaining technological and economic advantages over China. They also explore the GAIN Act, which aims to prioritize American access to advanced AI chips, ensuring that the U.S. remains a leader in innovation while safeguarding national security. The discussion underscores the ideological differences between the U.S. and China, particularly in terms of individual freedoms and government control, and the need for policies that reflect American values.

Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, and Paul Triolo, partner at DGA-Albright Stonebridge Group, discuss with Allison Nathan on the latest episode of Goldman Sachs Exchanges. This episode was recorded on November 10, 18, and December 9th, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marley Kayden and Sam Vadas close out the trading week with a glimpse into some unsung stories in U.S. and international markets. They talk about the climb in domestic retail stocks and Chinese tech firms like Moore Threads, which grew over 400% after its $1.1 billion IPO. ======== 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 – 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

Indonesian fintech unicorn Xendit is helping reshape Southeast Asia's payment landscape by offering Stripe-like infrastructure tailored to the region's unique challenges. In this episode of CNBC's "Beyond the Valley," Xendit co-founder and Chief Operating Officer Tessa Wijaya joins Arjun Kharpal at the Singapore Week of Innovation and Technology (SWITCH) to discuss unifying a fragmented payments system landscape, learning from her first startup in the food business and the challenge of moving the Asian payment market away from QR codes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In 2018, venture capital firm Antler set up its headquarters in Singapore and has since invested in more than 1,300 startups. In this episode of CNBC's "Beyond the Valley," Antler founder and CEO Magnus Grimeland joins Arjun Kharpal at the Singapore Week of Innovation and Technology (SWITCH) to discuss why he backs great teams over trends, Asia's key role in AI development and why the AI hype is different from the dotcom bubble.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

American-Singaporean gaming giant Razer transformed the industry with its next generation hardware. Now, it wants to repeat that feat, but with artificial intelligence. In this episode, Razer co-founder and CEO Min-Liang Tan joins Beyond the Valley's Arjun Kharpal at the Singapore Week of Innovation and Technology (SWITCH) to discuss the nation's rising influence in Asia's tech industry, the future of esports and how AI will continue to play a bigger role in gaming.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the staggering news of Nvidia becoming the first $5 trillion company and the rest of the Magnificent 7 reaching new highs. They break down the surprising US-China trade deal and discuss why Meta's spending caused an 11% stock drop. Finally, they cover Amazon's excellent quarter and the accompanying, cold-blooded announcement of 14,000 layoffs.

```html i'm wall-e, welcoming you to today's tech briefing for friday, october 17th! explore the latest tech developments: tech giants shift supply chains: microsoft, amazon, and google are moving production away from china in response to u.s.-china tensions. microsoft aims to relocate 80% of its production, amazon web services sources pcbs for ai data centers, and google strengthens server production in thailand. amazon's ring and flock partnership: this new collaboration raises privacy concerns as ring users might contribute footage for law enforcement, sparking debates over ai surveillance and bias. openai's sora and dr. king portrayal: openai pauses sora's video generation capabilities of dr. martin luther king jr. amidst concerns from his estate, emphasizing the need for controls over public figure likenesses. reddit expands ai search: introducing ai-driven search in french, german, spanish, italian, and portuguese to broaden accessibility beyond english speakers. deel's financial success: a $300 million series e funding round boosts deel's valuation to $17.3 billion despite ongoing legal disputes, attracting notable investors like ribbit capital and andreessen horowitz. that's all for today. we'll see you back here tomorrow! ```

Tensions between the U.S. and China are inflamed yet again — with the tech sector in the crossfire. In the latest move, Beijing has threatened to restrict the trade of rare earth magnets and metals, which are critical for making high-tech products, from microchips to smartphones to electric vehicles. On POLITICO Tech, host Steven Overly sits down with Liza Tobin, a geopolitical risk adviser and former China director on the National Security Council, to discuss the shaky state of the U.S.-China relationship and why the coming weeks will prove pivotal. Steven Overly is the host of POLITICO Tech and covers the intersection of politics and technology. Nirmal Mulaikal is the co-host and producer of POLITICO Energy and producer of POLITICO Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices

Deepseek's AI Claims, Huawei's Chip Ambitions, and US/China Tech Competition Chris Riegel analyzed the escalating tech competition between the US and China, focusing on Chinese AI firm Deepseek and noting its claims of superiority were potentially misleading due to non-transparency and reliance on Nvidia technology. He discussed Huawei's chip fabrication efforts and ambitions, concluding that US sanctions, particularly restricting ASML tools, keep China one to one and a half generations behind. The US scale advantage, exemplified by investments like Colossus, remains significant in the AI competition.

When it comes to their top stories, Sam Vadas and Marley Kayden have in mind, they look ahead to the high probability that markets won't get Friday's important jobs report and discuss what it means for price action. As for today's session, Marley talks about the possibility of an Intel (INTC) and AMD Inc. (AMD) relationship while Sam turns to Tesla (TSLA) and Alibaba's (BABA) performance in China.======== 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

Silicon Valley once dismissed Asia's tech scene as a land of copycats. Today, those same hubs are driving real innovation—and global investors are taking notice. One of them is B Capital, a venture capital firm managing over $9 billion across nine offices in the U.S. and Asia. In this episode, B Capital co-founder and co-CEO Raj Ganguly joins "Beyond the Valley" from Singapore to share which Asian markets excite them most and the three ways AI is reshaping the startup landscape.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ark Investment Management Founder, Chief Executive Officer and Chief Investment Officer Cathie Wood discusses US President Donald Trump's move to to curtail H-1B visas and the potential impact on Silicon Valley. Wood also discusses companies competing in the artificial intelligence space, as well as the broader Chinese tech sector sector. Speaking with Bloomberg's Guy Johnson, Kriti Gupta, and Lizzy Burden, she also talks about the US takeover of the video app TikTok from its Chinese owners, calling it a "one-off, special case."See omnystudio.com/listener for privacy information.

The AI trade gets a boost, even as data suggests companies are slowing down adoption. What the pullback could mean for semi stocks, and the broader tech space. Plus China stocks jumping to start the week, despite disappointing export data for the country. The names leading the climb, and what it means for the next move out of the mainland markets.Fast Money Disclaimer

Michael Allen talks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains that while trade talks are in a "tactical pause," China's dominance in rare earth minerals and its willingness to use them as leverage reveal a key US vulnerability. The conversation also explores the debate over US semiconductor export controls. He argues that selling advanced chips like Nvidia's H20 to China's military and intelligence apparatus undermines America's technological edge. Craig also explores China's market-dominating strategies in materials like polysilicon and technologies such as LIDAR and display technologies, which pose risks related to supply chain choke points and potential cyber-physical vulnerabilities.

President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at why H20s are still considered the industry standard in China, and how competitors are slow to catch up. 

In this episode of The President's Daily Brief: Israel announces a “tactical pause” in military operations across parts of Gaza to allow aid deliveries, following global outrage over reports of starvation and malnutrition. Deadly clashes continue between Thailand and Cambodia along their disputed border, as President Trump steps in to broker peace talks set to take place in Malaysia. It's America versus China in the battle for AI dominance. President Trump signs a series of executive orders to fast-track U.S. development and combat “woke” AI, while China unveils a global action plan of its own. And in today's Back of the Brief— Mexico's government is warning its citizens to steer clear of the state of Florida, citing the opening of a controversial migrant detention center nicknamed “Alligator Alcatraz.” To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief TriTails Premium Beef: Visit https://trybeef.com/pdb & get 2 Free Flat Iron steaks Birch Gold: Text PDB to 989898 and get your free info kit on gold Learn more about your ad choices. Visit megaphone.fm/adchoices

A new round of layoffs at Microsoft has reignited a growing debate: is artificial intelligence beginning to replace human workers? CNBC's Arjun Kharpal and Steve Kovach sit down with tech journalist Michal Lev-Ram to explore whether AI is truly taking our jobs—or simply reshaping the workforce. From Silicon Valley's multi-million dollar talent wars to "vibe coding" the next billion-dollar startup, this episode unpacks what the tech means for your career, your boss and the future of work.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At the start of the year, I made seven predictions about how 2025 would unfold. Six months in, it's time to mark my own work. From AI capability breakthroughs to autonomous vehicles, climate extremes to workforce transformation, I examine what I got right, what I missed, and why the 2027-2028 period will be when vertical AI hits the real economy in force.In this episode you'll hear:The AI wall that never came: Ten-million-token models exist, O3 scores 25% on Frontier Math vs GPT-4's 2%, but some models are inconsistent and overthink problemsWhen bots officially out-talk humans: My modeling shows LLMs crossed the threshold of producing more text than humans sometime this summerThe Waymo vs Uber SF battle: They've beaten Lyft and expanded to New York, but Tesla's Austin robo-taxi fleet changes the competitive landscapeClimate and energy predictions that were "too easy": Record climate extremes, 30% solar growth, and Indonesia's stunning EV jump from 20% to 80% in two yearsWhat I completely missed: The AI capex boom, humanoid robots at Figure/BMW/Amazon, and workforce impact with CEOs reporting 20-50% AI assistanceWhy getting too many predictions right is a problem: I reflect on whether scoring too well means I didn't push boundaries enough in my forecastingThe 2027-2028 turbulence ahead: Why four-year-old AI startups challenging incumbents while early adopters reap deep organizational benefits will create economic turbulenceOur new showThis was originally recorded for “Friday with Azeem Azhar”, a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below.The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at live@exponentialview.co.Azeem's links:Substack: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azhar?originalSubdomain=ukTwitter/X: https://x.com/azeemTimestamps:(00:00) Grading my predictions from January 2025(01:23) #1: No AI Wall(03:59) #2: Warp-speed deployment(05:16) #3: Bots out-talk humans(06:24) #4: Waymo overtakes Uber in SF(08:31) #5: Climate extremes intensify(09:09) #6: Solar keeps breaking records(10:06) #7: EVs shift up a gear(11:12) The problem with predicting too accurately(12:01) What I missed(12:14) The CapEx boom around AI(13:56) The rise of humanoid robots(14:36) AI's impact on the workforce(18:40) Looking ahead(18:48) Infrastructure first, apps next(19:52) 2027/2028 will be a "period of fireworks"(21:39) When we'll find out if AI is a bubble(23:02) A question for the futureProduction:Production by supermix.io and EPIIPLUS1 Ltd

As we enter the second half of a turbulent 2025, we hear key lessons from the Summer Davos, AMNC25, and leaders from the World Economic Forum set out their priorities for the rest of the year where global collaboration is needed more than ever. Speakers: World Economic Forum: Sheba Crocker, head of Global Communications Group Saadia Zahidi, head of Centre for New Economy and Society Sebastian Buckup, head of Centre for Nature and Climate Mirek Dusek, responsible for the World Economic Forum summits Kiva Allgood, head of Centre for Advanced Manufacturing and Supply Chains Gim Huay Neo, head of Asia strategy Jeremy Jurgens, head of innovation and emerging technology   Others: Eswar Prasad, Professor, Cornell University Adam Tooze, Director, European Institute, Columbia University Chinese Premier Li Qiang Kian Katanforoosh, Founder and Chief Executive Officer, Workera Hassan Elkhatib, Minister of Investment and Foreign Trade, Ministry of Investment and Foreign Trade of Egypt Lindsay Hooper, Chief Executive Officer, University of Cambridge Institute for Sustainability Leadership   Catch up on all the action from AMNC25 at wef.ch/amnc25 and across social media using the hashtag #AMNC25. Listen to selected AMNC sessions on the Agenda Dialogues podcast. Forum reports mentioned in the podcast: Top 10 Emerging Technologies of 2025 Chief Economists Outlook Fostering Effective Energy Transition 2025 Forum initiatives mentioned in the podcast: First Movers Coalition Global Future Councils Technology Pioneers Uplink Related podcasts: What to expect from the 'Summer Davos' AMNC; and what the West gets wrong about China Tech poised to 'change the world': Top Ten Emerging Technologies 2025: https://www.weforum.org/podcasts/radio-davos/episodes/top-ten-emerging-tech-2025/ Getting sustainable, secure and equitable power to the people - how's the global energy transition going? “Trillions of dollars added to the economy” - Google's chief economist on the macro impact of AI Stock markets and supermarkets: how business is deploying AI Beyond the hype, how industries are deploying AI at the heart of their operations    

A special edition fireside chat with Joe Tsai, Chairman of Alibaba, a global leader in e-commerce and artificial intelligence. Following introductory remarks from Mike Ebert, Head IB Americas at UBS, Ulrike Hoffmann-Burchardi, Global Head CIO Equity at UBS, moderates a conversation, delving into topics like the future of AI and the dynamics of the China Tech market.

Henry Greene (@Kraneshares) joins Diane King Hall to examine the state of Chinese internet stocks. One such name on the move higher ahead of Tuesday's open: JD.com (JD). Henry adds that "JD.com had a really solid quarter" and points to potential expansion into food delivery. Comparing to Alibaba (BABA), he says JD has less exposure to the U.S. and International markets. With the 90-day pause in U.S. tariffs, Henry believes it is a "sentiment" issue as JD doesn't export much to the U.S.======== 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

Dave Ripley, co-CEO of Kraken, one of the world's biggest cryptocurrency exchanges talks to CNBC's Arjun Kharpal about the volatility in crypto markets, what President Donald Trump means for the industry and what new regulation in the U.S. could mean for global players. Ripley also discusses bitcoin's role in the future of crypto and what innovations are coming down the pipeline. This episode was recorded at Paris Blockchainw as part three of a Beyond The Valley crypto mini-series.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Get the stories from today's show in THE STACK: https://justinbarclay.comKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

Carl Quintanilla, Jim Cramer and David Faber discussed how investors should navigate the markets in light of tariff-related developments. President Trump ramps up his push to limit China's access to technology: The White House added more than 50 Chinese companies to its export blacklist. The anchors explored what it all means for Nvidia and the AI trade -- and reacted to Apple CEO Tim Cook praising DeepSeek'sAI models during his visit to China. Also in focus: Dollar Tree sells Family Dollar, Nvidia-backed CoreWeave gears up for its IPO. Squawk on the Street Disclaimer

President Donald Trump is expected to begin his global trade war as soon as Saturday, and the tech industry will surely find itself in the crossfire. His promise to slap new tariffs on China, in particular, could leave some tech companies vulnerable to retaliation from Beijing. On POLITICO Tech, longtime journalist and POLITICO contributor Bob Davis joins host Steven Overly to discuss how U.S.-China tech competition will be a defining dynamic in Trump's coming trade war. Learn more about your ad choices. Visit megaphone.fm/adchoices