Chapter 1: What is the main topic discussed in this episode?
Check, check one, two. Look, an irregular program for you folks. No YouTube this week, so stick that up here, YouTubers. Loyal audio. Well, they'll never know.
How welcoming. What a welcoming opener. Mate. Wow. You've been away from home for too long, mate. You've turned into an ark.
turned into, how's that going to get back to the YouTubers? You know what I'm saying?
Yeah, true that. Okay. I hear you.
That's my point. Yeah, I hear you. But we're on different sides of the pond. Same pond, different countries for both of us though, which we'll talk about shortly. I'm in China. Stephen's in San Francisco. I love it. And weather-wise, Stephen, you said it's lovely over there?
It is. It's actually a nice 18 degrees Celsius, very short-sleeved weather, which is pretty nice for San Francisco. San Francisco can be a very fickle town when it comes to weather. It could be very cold one day, but it's been quite nice, quite pleasant the last few days. And what about China, mate? What's the go? Where are you? Beijing. Beijing.
No, I'm in Hangzhou, which is ā Hangzhou.
Well, sorry. Okay.
South. Like it was a five-hour, very fast, five-hour train ride at 350 kilometres an hour. Wow. That would be awesome. So it's a long way away. Okay. We're kind of ā I think we're inland and a tiny bit south of Shanghai, which is on the east coast, right?
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Chapter 2: What major announcement did Microsoft make regarding AI and data centers?
They earned respect from customers because they kept producing great products. And it's the same thing with the Chinese car companies. I think the thing that goes against them is just the sheer number of them. Everyone's thinking, oh, the assumption that there's so many that any of them can't be any good because there's so many of them.
And the risk in Australia is Australia's a small country. We sell a million cars a year. And for context, there's a small car coming out in Australia later this year called the Geely EX2. It's a hatchback. My guess is it'll be around $30,000. And that was shown at the Melbourne Auto Show. They've had 2,000 orders for that car. No one's driven it.
Wow.
So none of those 2,000 people have driven the car. They've just ordered it, seen. They might have seen it at the Motor Show. But that car was the number one selling car in China last year. They sold 450,000 of them. 450,000 of these cars. Mate, Australia is just two minutes on the production line. Then we'll have a year's supply. It's meaningless, essentially.
And so the challenge for Australia, I think, for Chinese brands is how many survive. And so I think if you go to Big W, look on Amazon, there's a bunch of TV brands. And you can get a 4K 65-inch panel from whatever brand, Echo, Philips. Some of them sound like names. Some of them don't sound like names.
And it's like walking through Walmart or Best Buy in America where there's just Target in America. There's just a TV you've never heard of but on the aisles. Anyone can make a TV because you can come here to China and get a mate.
Absolutely.
But iSens is a great example of a company that can make a TV. and then ensure that they have the support, the warranty, the after-sales service, and the quality that maintains them as a brand for decades.
Absolutely. Well, what do they say? The cream rises to the top. So that's the same case with the Chinese cars.
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Chapter 3: How will AI impact jobs and the Australian economy?
She's having local food. Ah, right. And she wasn't taking these two white boys.
And she never took Stig. She said, no. Really?
No. She politely brushed him. There was no answer given, but she was clearly not taking him. Anyway, she was hilarious because her name is Christy. But for the first and second day, she was wearing long black boots. And I just ā I'd point and say ā because I hadn't met her yet. Everyone else had already met her. But I knew she was the person that was translating stuff.
And I said to the girls from Gilead, I said, can you get the ā I don't know what her name is. Boots. Can you get ā so I've been calling her Boots. And so this girl, we're on the bus. And I said, hey, Boots. And she turns. She goes, what did you call me? I went, Boots. And she goes, I'm Christy. I went, no, no, Boots is a nickname. And she goes, why?
I went, because you're wearing boots for two days. Well, it turns out this is the worst part of the story, right? So we're on the car coming back to the hotel yesterday. Turns out she's from Sydney. Oh, what? Really? She's not even a local Chinese fixer. She works for Geely in Sydney. Oh. Because she knows the language, they brought her with us. Of course.
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Chapter 4: What are the implications of building data centers in Australia?
I wondered why the nickname thing stuck so well. Anyway, it's been great for us. She's really sorted out.
Just make sure that ruined our diplomatic relationships over there, mate. Okay?
Yeah. Yeah. No, I'm on a journalist visa. I can say and do whatever I want and they could probably lock me up. I don't know.
Oh, wow. Wow.
Anyway, yeah, good stuff.
Great content. Our representative Trevor Long in China. That's our representative.
Wow. My name here is Travis Lang. All right. Two Blokes Talking Tech.
This is Two Blokes Talking Tech.
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