A podcast where I talk about various Chinese tech development in new energy, AI, semiconductor, robotics and military fields. Follow me on substack https://tphuang.substack.com or X https://x.com/tphuang tphuang.substack.com
The podcast explores the potential for a global supply chain crisis stemming from geopolitical tensions in the Middle East, particularly Iran's control over the Strait of Hormuz. Dan Collins, a chemical distribution company owner, explains how disruptions to oil and gas flows could trigger shortages of essential molecu...
The podcast analyzes the ongoing Iran-Israel-U.S. conflict, drawing parallels to Russia's military operations in Ukraine. It highlights the messaging failures and undefined objectives of the U.S. in the conflict, contrasting it with China's well-defined objectives in the Sino-Vietnamese War. The discussion covers Iran'...
The podcast explores China's advancements in AI and robotics, particularly embodied AI, and the strategic focus on integrating AI into the real economy. It highlights the unique advantages of China's domestic supply chain, which fosters rapid prototyping and cost-effective production, contrasting it with the challenges...
The podcast explores the experience of relocating from the U.S. to China, focusing on the financial and economic aspects of living and working in Shanghai. Sagar, a finance professional who moved back to China after a decade in the U.S., shares his insights on the cost of living, the challenges of navigating daily life...
The podcast centers on the launch of China's Type 095 submarine and its implications for naval power, particularly in the Pacific. The discussion covers the submarine's dimensions, comparing it to the Seawolf and Virginia classes, and its potential speed, estimated to reach 35-40 knots with an optimal beam-to-length ra...
The podcast explores China's capital-intensive investment strategies through different phases of its modern economic development. Glenn Luk, a returning guest, provides insights into China's economic shifts since its reforms, highlighting the transition from labor-intensive factories in the 90s to advanced manufacturin...
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