China Tech Talk

82:38

My episode with Ben Norton

China Tech Talk ·

2026/10/08

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 that Ben is in fact studying in Tsinghua University. I got in touch with him and we just couldn’t find a time to meet up. Fortunately, I was able to get Ben on my show this past week and it was great discussing with him about the topic of “moving to China and living in China”.That’s one thought I had

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69:32

Episode with Snek on Bond & rest of finance market

China Tech Talk ·

2026/10/03

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 rising oil prices across the board.I think we are at the point for many geopolitical reasons, foreign central banks are no longer price insensitive buyers of US Treasuries and this is part of what’s leading to surging yield globally. Of course, the surging bond issuance is another reason.now for the AI

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40:34

Quick Take 3: My early thoughts on time in China

China Tech Talk ·

2026/09/16

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 becoming a really livable place and people are moving there for the quality of life. I met several people in Beijing this time who moved there from America from different reasons. It was interesting to hear about why they did it. I spoke about my own thoughts on what I enjoyed about living in Beijing and

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73:49

My Episode with Lei on Tau Scaling and Reusable rocket

China Tech Talk ·

2026/09/08

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 lot of time explaining why what Huawei did in their design and production is quite special.Even if transistor cell itself can continue to scale smaller, that does not apply to memory cell sizes or analog components like copper connections and such.This episode was recorded before I went to China. Now that

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80:10

China Tech Talk @ Tsinghua AI school

China Tech Talk ·

2026/08/13

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 academia, AI research in China, getting talent to come to China and future of AI both in LLM and embodied AI.It’s quite the interesting experience to come here and see Zai in one corner, Unigroup building in another corner, the school for automation (using unreal new technology), Galbot robot booth,

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55:15

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

China Tech Talk ·

2026/08/04

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 bit since the podcast, but CXMT remains very important, K3 remains the top Chinese model and lithography is still a big story. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

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10:09

Quick take 2: Deepseek V4 Flash

China Tech Talk ·

2026/08/01

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 VS Code using cline plugin. DSv4-Flash is essentially free, so I’m going to keep it as a backup to GLM & Kimi’s latest models, since those coding plans are going to get used up quickly.Going forward, I see 2 paths for open src/weight models:* Smaller models that can run locally with some souped up

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21:21

My Quick Take on Kimi K3 and GLM-5.2

China Tech Talk ·

2026/07/23

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 don’t want to wait to talk to someone about it.So the first thing I did here is Kimi K3 and GLM-5.2 and what this tells us about China’s AI development. I think the overall story I want to put out there is the self improvement part of it and also models likely expanding over time and improved training

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52:26

Talking about Kimi K3/WAIC on Carl Zha podcast

China Tech Talk ·

2026/07/22

This week, I had a chance to go on Carl Zha’s livestream to talk about the launch of Kimi K3 and what we saw at WAIC. Unfortunately, I had to leave early due to family obligations, but I think most of the issues I wanted to cover was already talked about. I’m actually a little surprised of the audio quality in there. I think next time, I have to go with something other than iPhone when I do this.I just want again to point out something that I think is very under reported out there. Chinese models

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61:55

Episode with Electric Felix

China Tech Talk ·

2026/07/21

This week, I invited Electric Felix on my show to talk more about EVs. I first encountered him on X/Twitter and then followed his journey on EVs in Europe as well as his trips in China and what he experienced there in Yunnan and charging stations. It was great talking to him and getting a sense of where Europe’s EV infrastructure and demand look like at the moment. I was in Spain and Italy earlier this year and the latter is still very hydrocarbon centric. We ended the talk with how the current

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94:48

My talk with Carl Zha on Long March 10B launch and...

China Tech Talk ·

2026/07/21

I had the pleasure recently to go on Carl’s live stream to talk about the recent LM-10B launch and recovery. Why this was significant and why China picked its design of recovering in offshore pad. We also talked a little bit about the strategic implication of having low cost launches and what else China needs to do to continue to make advancement in space missions like building up LEO constellations and also do Moon landing and building lunar colony. We also had some fun talking about SpaceX/Elon

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105:21

My discussion with Carl Zha on China's AI progress...

China Tech Talk ·

2026/07/07

I’ve been wanting to do an episode on GLM-5.2 & Zhipu for a while, but didn’t get a chance to do so. Last week, I did a live stream on Carl Zha’s channel and here is my piece on it.I’ve had very good experience with GLM-5.2 so far and will probably move up a level in coding plan if their next release makes a similar level of jump. I’ve also had good experience with Kimi 2.6 & 2.7. Although in terms of Software engineering, GLM-5.2 is clearly better from my personal experience.I would just recommend

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76:03

Episode 30 with Andy Collingwood

China Tech Talk ·

2026/07/04

This week, I welcome Andy from Multipolarity podcast onto my show. I’ve been listening to his show for a while and always enjoyed him and Phillip Pilkington’s discussion on geopolitics, European politics and the increasing multiploar world that we live in.We talked about everything for quite a while. I was really interesting in how someone with multipolar view from Europe would look at the Russian/Ukraine conflict as well as the Iran conflict. I think you will find that we had a lot of common view

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54:32

Episode with China Driven/Will Sundin

China Tech Talk ·

2026/06/27

When I started really getting into Chinese EVs in 2022/2023, there really wasn’t that much material in English about what was going on in China's EV industry. When I did search on YouTube, I would often find content by Wheelsboy, Elliott Richards and my guys today China Driven/Will Sundin.I remember watching some of the earlier content by Will and just seeing his driving experience on various NIO and Li Auto models. This was before Li Auto was really known by anyone outside of China. You could see

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69:38

Episode 28: Marcel Münch

China Tech Talk ·

2026/06/16

I had the pleasure this week to welcome Marcel on my show. I would recommend everyone to follow Marcel on X as well as on his website and YouTube channel. A really good guy and we had a great discussion. I first followed and noticed Marcel because of his commentaries on China’s EV industry and especially NIO. However, he actually talks about more than that on both X and our episode. I think he is very well tuned into China’s tech industry as well as life in Shenzhen. He even mentioned to me that his

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50:28

My episode on AI Proem with Grace Shao

China Tech Talk ·

2026/06/09

I had the pleasure to join Grace on this episode of AI Proem. We covered a lot of topics here. A lot of stuff on AI, semiconductors and robotics, but obviously also all the other techs that I talk about.I didn’t break ground on anything new, but I did voice my opinion regarding China’s housing market slowdown at the end and how I think people are completely misreading the story. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit

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85:25

My Radio War Nerd Episode

China Tech Talk ·

2026/06/02

I had the pleasure of joining RWN on his podcast to talk about China and PLA and WestPac conflict. I thank Mark and John for welcoming me on their show and giving me the opportunities to just explain how we got here and why we saw a lot of the alarms from the DC crowd and US security establishment. I talked about game changing political events like the South China Sea Island expansions and the Pelosi visit. A lot of the moves by DC actually didn’t work out well like the THAAD deployment in South

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84:43

Episode 27: Talk with Paul Triolo

China Tech Talk ·

2026/05/24

Today, I had the pleasure of speaking to Paul Triolo on a host of things. We actually have been talking to each other for a while offline, but I finally got a chance to speak to him in a person today and it was great. And as you will hear in this podcast, we are nowhere close to being finished. I will definitely have Paul back on the show to talk about semiconductor industry in the future.I think it was great to hear from him on just how this China/USA tech competition started and his experience

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60:22

Episode 26: Z.ai interview

China Tech Talk ·

2026/05/12

This week, I had the chance to interview Lou from Z.ai. It was really a great conversation to talk to her about the work that they are doing there and how they look at developing newer models and her view toward AGI.I get the feeling of just incredible hard work that Zhipu is going through as part of their effort to produce the best models and products out there. You can see that with GLM-5.1, which I can attest to as being very good for programming. It can do a lot of thinking of solve problems. I

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71:07

CrossOver Episode with Kyle Chan

China Tech Talk ·

2026/04/28

This week, I had the pleasure of doing a crossover episode with Kyle Chan who X profile can be found here. We discussed a wide range of topic related to all aspect of AI. We really had a fun time discussing the full scope of China’s supply chain vs other countries. If we look at things holistically, China is definitely building the same supply chain advantage in AI as it has in other industries.I would recommend everyone to read and listen to Kyle’s substack. I’m sure I will be doing more stuff with

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