Luke Vargas

Earth-shattering developments in the AI space.

DeepSeek said its chatbot was created...

with less than $6 million.

It's mind-blowing, and it is shaking this entire industry.

Since then, China's AI prowess has only grown in ways that could change global tech norms, challenge Silicon Valley's pricing power, and become a bone of contention in the US-China trade war.

This week, China's AI strategy and what it means for the world.

Let's get right to it.

Joining me to unpack China's approach to AI and consider the economic and geopolitical impacts of its growing adoption, I'm joined by a pair of great guests.

First off, Tatia Bolk-Wadza is a technology analyst at Oxford Analytica, and Josh Chin is The Wall Street Journal's senior global correspondent in Asia.

Josh, in a nutshell, what's China's AI strategy?

Tatia, DeepSeek is still very much around, but there's a different case study in the form of an AI model suite from Chinese company Alibaba that's called Quen that you and your colleagues have been drawing attention to lately that showcases sort of another element of China's AI strategy.

Tell us about that.

You mentioned adoption in the West.

The U.S.

venture capitalist Martin Quesada was quoted in The Economist saying 80 percent of U.S.

entrepreneurs that he's coming across are using Chinese made AI models.

Josh, are we getting kind of a Huawei 5G redo here where this very alluring technology gets the world to sign into bigger Chinese systems?

All right.

Chinese AI there differentiating itself from other products out there in the market and Beijing promoting that.

We've got to take a short break.