This is a quick recording from me on the eve of a bloodbath on the US stock market with respect to the tech sector. The AI pressure on software sector is finally here. Yes, deflation is happening and ...

A podcast where I talk about various Chinese tech development in new energy, AI, semiconductor, robotics and military fields. <br/><br/><a href="https://tphuang.substack.com?utm_medium=podcast">tphuang.substack.com</a>

China Tech Talk

Quick Take 4: My thoughts on current state of AI & economy

This week, I’ve been looking at the global economy on the verge of melting down and thinking about what happened in China in 2008. I asked Han Feizi to come on the show to talk about their response in...

Episode with Han Feizi on China’s economy in 2026

This week, I welcomed Ben Norton onto my show. I have been following Ben for a while on his youtube channel and X account.When I was in Beijing over the summer, I found out from some mutual contacts t...

My episode with Ben Norton

This week, I welcomed back my friend Snek on the show to talk about something that will inevitably effect the entire global economy, but especially the tech sector, which is the bond meltdown and risi...

Episode with Snek on Bond & rest of finance market

I did a very early morning quick take on my trip to China. I’m sure there will be more on this since so much stuff happened while I was there. But I really wanted to just the message that China is bec...

Quick Take 3: My early thoughts on time in China

I had a chance to go over Tau Scaling and reusable rocket with Lei. As Lei is the person who shares my point of view the closest on Tau Scaling and Huawei’s efforts on this front, we really spent a lo...

My Episode with Lei on Tau Scaling and Reusable rocket

I am currently in Beijing and have the pleasure of getting together with some friends in Tsinghua University in the AI school. I was welcomed by Alex and Qian Yu. We sat down talked a lot about the ac...

China Tech Talk @ Tsinghua AI school

I was fortunate to be invited by Angelica Oung last week to talk about China’s AI progress in light of Kimi K3, DUVi lithography new, CXMT IPO and the KOSPI market crash.Things have changed a little b...

My appearance on Taipology to talk about China's AI progress

My quick thoughts on DSV4-Flash: Huge improvement over the original. It took 3 to 4 months, but we essentially got something close to GLM-5.2 in software engineering tasks.I did some testing today on ...

Quick take 2: Deepseek V4 Flash

I’m staring a new series of what I call quick takes. These will be shorter (15-20 minutes) than scheduled podcast. They will be recorded whenever something interesting comes up in the tech world and I...