Asks where China has made progress in tech innovation and where work remains.
Rebecca Fannin
Venture capital in China has slowed, but innovation culture is alive. AI, humanoid robots, batteries, drones, and robotics are booming. China is getting ahead in commercializing innovations.
Yvonne Man
Asks which AI model (US or Chinese) will win out.
Rebecca Fannin
China can have a real advantage in applying generative AI to industries and factories. Open-source software is an area where China can dominate, as seen with DeepSeek.
David English
Asks how close China is to semiconductor self-sufficiency.
Rebecca Fannin
China wants to rely on its own chips (Huawei chips). Nvidia is conceding this market area to China.
Yvonne Man
Asks for three Chinese companies to watch.
Rebecca Fannin
Unitree in humanoid robots, BYD in EVs, and CATL in batteries are key companies to watch.
David English
Asks if these companies can become truly global brands while avoiding Huawei's fate.
Rebecca Fannin
Sensitive sectors will see China and the West go their own ways. There won't be much cooperation due to dual-use issues.
