Selina Xu

speaker

235 appearances 2 recordings 1 series first heard Jul 2026 last heard 24 Jul

Selina Xu’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

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The Prof G Pod with Scott Galloway · China Decode: The World Now Views China More Favorably Than the U.S. (ft. Selina Xu) · 21 Jul 2026 podcast

Yeah, I think that's kind of the big question when people are thinking about the U.S.-China race.

Like, what are the chips that each of them have on their side?

And I think for sure, China has huge structural advantages that you've mentioned.

So one, energy.

So energy is one of the main constraints on the U.S.

side.

We've seen all the protests against data centers getting built and, you know, proposals of moratoriums on that.

I think the timeline of trying to build a data center and get it erected and have the right chips inside for it to come online is just way longer in the U.S.

compared to China.

In China, the main thing is what they call Dongshu Xishuan, which is essentially like East data, West compute.

So you have, you know, the major cities on the coast essentially using a lot of AI.

And then you have the compute built out in, you know, far-fetched areas in the desert.

you know, in Inner Mongolia and in Guizhou or other more far-flung places where actually a lot of renewable built out has taken place.

So that's kind of the strategy that China has been going with.

I would say that, you know, beyond energy, I think one of the big things actually that people have taken less into account in this race is energy.

what you would call like domestic sentiment and societal transition.

So I think this is one thing that nobody really anticipated because if you look at past technological cycles, you know, initially there is a bit of resistance, for instance, during the Industrial Revolution and you had the Luddite protests of people smashing, you know,

the automated looms, but afterwards when the benefits start showing, you have people adopt it and it generally lifts everybody's boats and society adopts it and innovation is good.

I think this time round with AI, it is a lot trickier because this whole pace and scope of automation will impact much larger swaths of people who will have a lot more political power compared to previous

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