This podcast explores the challenges of predicting the future, especially in light of a potentially unpredictable second Trump presidency. It starts by discussing the hurdles faced by *The Economist* in crafting their 2025 forecast amid uncertainties surrounding the US election. The conversation then shifts to the effects of Trump’s possible policies, particularly tariffs and their impact on global trade, with a special focus on China and its evolving manufacturing strategies. They also delve into rapid advancements in AI, potential breakthroughs in robotics, and the cultural hurdles of integrating AI into businesses. A significant takeaway is that China’s limited access to advanced technology has actually driven innovation in AI, leading to the development of models that are on par with those from the US but require far fewer resources.