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China's technology long game
What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future.
 • Kyle Chan
China is running multiple AI races
While the US chases AGI, China is more focused on efficiency, adoption, and physical integration
 • Kyle Chan
Does China care about AGI?
Chinese tech leaders and researchers talk openly about AGI. But Chinese policymakers don't seem focused on the "race to AGI" like in the US.
 • Kyle Chan
The Great Tech Reversal: My Financial Times op-ed
"The diffusion of technology between China and the West is increasingly a two-way street."
 • Kyle Chan
US-China recoupling in an age of decoupling
Love will find a way? Powerful forces keep pulling the US and China together even as geopolitics tries to pull them apart.
 • Kyle Chan
AI agents and the 90% problem
Useful AI agents are still limited by their reliability on real-world tasks. But Chinese AI agents are pushing the limit.
 • Kyle Chan
A smarter strategy for AI chip export controls to China
In a new Foreign Policy piece, Ray Wang and I argue that Chinese tech firms don't want to use Huawei's AI chips. But export controls on Nvidia's chips…
 • Kyle Chan and Ray Wang
China's AI industrial policy
China wants to be the global leader in AI and is deploying industrial policy tools across the entire AI tech stack, from chips and data centers to…
 • Kyle Chan
Huawei the Hydra
A closer look at the crown jewel of China's industrial policy through Eva Dou's new book House of Huawei
 • Kyle Chan
China's overlapping tech-industrial ecosystems
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing…
 • Kyle Chan
Why the U.S. CHIPS Act matters to the world
More semiconductor plants will help the US. But how will it help the rest of the world?
 • Kyle Chan
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