Hey, cynical listeners.

So I was traveling a little last week, and the podcast guest that I had lined up during that travel time, I actually fell through.

And so what I've got for you this week is a talk that I gave in April at Carnegie

Mellon University.

And for people who have been following this show or have heard my talks before, there

will be some stuff you've heard before.

And if you had a chance to listen to my appearance on odd lots. A lot of that actually kind of came from

some of the thinking that I did while prepping for this talk. But here we go. It was really about

the deep seek moment. That was the name of the talk anyway, China's deep seek moment. And it's

really about, well, I'll jump right in and you'll see.

How many times do we have to be shocked by China's technological achievements

before we finally stop being shocked?

This latest trade war we now find ourselves in has focused American attention once again on China,

and once again we are seeing across broad swathes of American society a sense of astonishment,

of disbelief, of, well, shock. And in some quarters, a disquieting reckoning with uncomfortable

truths about relative power between the U.S. and China,

especially regarding technological power.

More and more Americans are coming to grips with the reality that China isn't just a low-cost

manufacturer of shoddy, low-tech goods, leveraging cheap and plentiful labor to make socks,

toys, and Christmas ornaments,

but rather a global hub of advanced manufacturing that's turning out the best electric vehicles,

the most feature-packed smartphones, the most amazing and affordable humanoid robots,

...