High Capacity

Kyle Chan

A podcast about China, technology, and geopolitics. In-depth conversations with experts on AI, robotics, EVs, clean tech, biotech, etc. Hosted by Kyle Chan, Fellow at Brookings and author of the High Capacity newsletter.

Episódios

  1. -3 DIAS

    How China is Riding the Open Source Wave

    From DeepSeek to Kimi, China's open-source AI models have gotten all the attention. But open source has a much longer history in China, according to Kevin Xu, former head of global expansion strategy at GitHub. Kevin takes us on a journey through China's open source evolution, from its grassroots beginnings to its central role today in China's AI strategy. We also get into the current OpenClaw craze in China and why Chinese tech firms seem to be jumping in faster than their American peers. 00:00 Intro to Kevin Xu 04:21 Early days of Chinese open source 16:11 1024 Programmers' Day and 996.ICU 27:33 Huawei enters the game 41:57 DeepSeek moment 51:17 China's OpenClaw frenzy 56:40 Will China keep doing open-source? Links: Chinese Open Source: A Definitive HistoryKevin Xu's Interconnected newsletterInterconnected CapitalKevin Xu on Twitter / XFor transcripts and more, check out the High Capacity newsletter

    1 h 5 min

  2. 26/02

    Are There Tech Bros in China? China's Tech Culture with Afra Wang

    What's China's tech culture really like? Are there billionaire tech founders? Are they worshipped like they are in the US? What inspires Chinese tech entrepreneurs? 00:00 Intro to Afra Wang 00:33 What is Chinese tech culture? 09:04 China's 4 tech generations 20:25 China's tech founders and the government 25:42 China's tech canon 44:12 Chinese sci-fi and tech culture 50:43 Chinese ideas of industrial power Links: - Concurrent newsletter - Afra's professional website - Wired: You've Never Heard of China's Greatest Sci-Fi Novel - Asterisk: The China Tech Canon - Afra on Twitter / X Transcripts and more on the High Capacity newsletter

    1 h 10 min

  3. 12/02

    China's Robotaxis and Autonomous Driving

    A deep dive into China's robotaxi and autonomous driving industry. What are the big trends? Who are the major players? LiDAR vs. camera-only? How good are Chinese robotaxis? Where are they going next? I'm joined by China EV and AV expert Lei Xing in this episode of the High Capacity podcast. 00:00 Intro to Lei Xing 01:06 Smart driving vs. autonomous driving 06:37 Chinese government policy for autonomous vehicles 13:44 What's it like to ride a Chinese robotaxi? 19:29 China's different robotaxi strategies 29:30 Huawei as a major player 35:11 AI and autonomous driving in China 41:25 Semiconductor chips and smart driving 47:21 Shifting geopolitical landscape 53:40 Commercial trucking and delivery robots Follow Lei Xing: Twitter / X LinkedIn YouTube China EVs & More podcast For transcripts and more episodes, check out the High Capacity newsletter.

    1 h 2 min

  4. 29/01

    China's AI Ecosystem with Grace Shao

    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 newsletterDifferentiated Understanding podcastHigh Capacity newsletter

    59 min

  5. 15/01

    China's EV Boom with Tu Le

    Chinese EVs are transforming the global auto industry. Tu Le, founder and Managing Director of Sino Auto Insights, joins me on the High Capacity podcast to talk about what's happening with Chinese EVs: technology and features, global expansion, new approaches to manufacturing, hybrids, and robotaxis.00:00 Introduction to Tu Le00:56 Cool Technology in Chinese EVs05:16 Chinese EVs at CES in Las Vegas07:18 Geely's Ambitious Plans for the US Market09:50 Who are the Major Chinese EV Players?17:07 Are EVs like Consumer Electronics?25:16 Manufacturing Changes in the Auto Industry29:05 Overcapacity and Chinese EVs31:43 Overcapacity and Global Implications37:33 Partnering with Chinese EV Makers44:12 The Future of Hybrids and the EV Transition50:18 The Rise of Robotaxis and Autonomous Driving Links: Sino Auto InsightsSAI NewsletterChina EVs & More podcastAt the Wheel podcast Subscribe to the High Capacity podcast on YouTube, Spotify, or Apple Podcasts. Read the High Capacity newsletter Follow Kyle Chan on Twitter / X

    1 h 2 min

  6. 26/12/2025

    China’s Robotics and Industrial Automation with Georg Stieler

    In this episode, I speak with Georg Stieler, Asia Managing Director and Head of Robotics and Automation at Stieler, a global technology consulting firm. He’s a leading expert on robotics in China with over a decade of experience based in Shanghai. Key takeaways: Know-how for robotics applications is now flowing from China to the West. Previously, Western and Japanese firms brought automation expertise to China. But now this flow of knowledge has flipped, especially EVs and batteries.China’s robotics market is also flipping. Made in China 2025 was a huge market opportunity for foreign robotics firms. But now they’re being challenged by Chinese players who are moving into global markets.Chinese robotics firms won in newer and simpler segments first like “cobots” (collaborative robots) and mobile robots, then moved up the industry ladder. The pandemic gave Chinese firms an opportunity to gain market share.The EV and electronics industries caused a step-change in the pace of production. Chinese manufacturers have accelerated development cycles, driving an acceleration in the global auto industry.Humanoid robots are part of China’s push into “physical AI.” China has an edge in robotics supply chains. A crucial factor will be the development of vision-language-action (VLA) models that power the “brains” of robots. Chapters: 00:00 Introduction to Georg Stieler 00:43 Background working on robotics in China 04:52 Changes in China's robotics and industrial automation 09:08 The shift to EVs and industrial robotics 14:49 Which areas of robotics is China making progress in? 17:34 How the pandemic changed China's industrial robotics 21:15 Key players in China's industrial automation industry 27:18 The rise of China's humanoid robots 35:39 VLA models and training data 38:46 China's robotics supply chains: brain vs. body 43:17 Geopolitics and robotics supply chains 45:25 Future trends in Chinese robotics and industrial automation 49:19 The importance of systems integrators 53:57 Learn more about Georg Stieler's work Follow Georg Stieler on Twitter / X and LinkedIn Georg Stieler’s recent publications: The Robot Report: China experiences physical AI surge — and how the U.S. should respondThe Robot Report: iREX 2025: From programmed to perceptiveThe Robot Report: CIIF 2024 shows major robotics trends in China Subscribe to the High Capacity podcast on YouTube, Spotify, or Apple Podcasts. Read the High Capacity newsletter Follow Kyle Chan on Twitter / X

    56 min
  • 6 episódios

Sobre

A podcast about China, technology, and geopolitics. In-depth conversations with experts on AI, robotics, EVs, clean tech, biotech, etc. Hosted by Kyle Chan, Fellow at Brookings and author of the High Capacity newsletter.

Informação

  • Autoria
    Kyle Chan
  • Anos em atividade
    2025 - 2026
  • Episódios
    6
  • Classificação
    Para todos
  • Copyright
    © Kyle Chan
  • Site do programa
    High Capacity

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