Paul Triolo

Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, teams up with Paul Triolo, partner at DGA Albright Stonebridge Group, to delve into the riveting US-China tech rivalry. They dissect the impact of US export controls on China's tech landscape and how these measures have accelerated China's drive for chip independence. The duo explores semiconductor choke points, the potential for self-sufficiency, and the critical role of energy availability for AI infrastructure. Unpacking each nation's strengths, they paint a vivid picture of the tech race's future.

Paul Triolo, a seasoned observer of China's tech landscape, and Ryan Cunningham, founder of Edgerunner Ventures, discuss their insights from the World AI Conference in Shanghai. They cover China's ambitious AI goals, contrasting U.S.-China strategies, and the challenges of AI safety frameworks. The duo highlights China's proactive approach to global AI governance while addressing the hardware constraints faced by domestic companies. Their engaging conversation also touches on the significance of philosophy in tech and offers entertaining recommendations.

Paul Triolo, partner at DGA Albright Stonebridge Group and China semiconductor expert. He maps China’s push for semiconductor self-reliance, from Huawei’s pivot into chipmaking to the race to build EUV-equivalent tools. Short takes on how export controls reshaped strategy, emerging domestic toolmakers and fabs, and why Chinese AI firms are shifting toward homegrown hardware.