Grace Shao on What the World Should Know About Chinese AI

2026-06-22 · 51 min · 15 entities

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Asserted relationships

→ appeared on Odd Lots podcast

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Grace Shao on What the World Should Know About Chinese AI
→ authored AI Proem Substack book

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author of the AI Proem Substack
→ discusses Business concept

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Feed category: Business
→ discusses News concept

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→ discusses Investing concept

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→ discusses News Commentary concept

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Feed category: News Commentary
→ hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg
→ discusses Business News concept

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evidence rules-v4
Feed category: Business News

Entities found in this episode

concepts 9

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

0.50

evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

0.40

evidence rules-v4
Feed category: News
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses News Commentary concept

0.40

evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

books 2

mentioned AI Proem Substack book

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evidence rules-v4
author of the AI Proem Substack
authored AI Proem Substack book

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evidence rules-v4
author of the AI Proem Substack

companys 2

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Grace Shao person

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evidence rules-v4
Grace Shao on What the World Should Know About Chinese AI

podcasts 1

appeared on Odd Lots podcast

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evidence rules-v4
Grace Shao on What the World Should Know About Chinese AI

Episode description as stored

China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese companies are now allowed to buy some Nvidia H200s. In fact, many of the big Chinese tech companies — like Baidu — are making a push to become full-stack players, with their own chips, models, and cloud infrastructure. Today's guest is Grace Shao, an independent AI researcher and the author of the AI Proem Substack. She's a bit of an insider when it comes to China's AI industry, and when we were in Hong Kong we spoke with her about the latest in open-source models, the competition among Chinese frontier labs, DeepSeek's place in an increasingly crowded Chinese AI market, China's manufacturing edge, where bottlenecks exist right now (spoiler: it isn't data centers), if Chinese grandmas are actually using OpenClaw, and finally, of course, AI psychosis. Read More: China AI Lab’s 170% Stock Surge Cements Winner-Loser Pair Trade China Plans Mechanism to Evaluate AI Impacts on Job Market Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.