Intro

China's top AI players like Alibaba, ByteDance, and Moonshot are pursuing different strategies. China AI expert Grace Shao joins me on the High Capacity podcast to talk about the most important trends in China's AI landscape: agentic AI, ecosystem integration, raising capital, and navigating geopolitics.

00:00 Intro to Grace Shao

03:51 Agentic AI in China

17:42 The popularity of ByteDance's Doubao app

23:11 China's AI tigers

28:42 Shifts in China's AI strategy

34:32 Meta's acquisition of Manus

40:43 Singapore as a geopolitical gateway for AI

50:12 Future trends in China's AI industry

Links:

• AI Proem newsletter
• Differentiated Understanding podcast
• High Capacity newsletter