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Sinica Podcast

The World AI Conference in Shanghai: Two tech veterans share their impressions

Sinica Podcast

Kaiser Kuo

Culture, China News, Hangzhou, Chinese, International Relations, Chongqing, Beijing, Sichuan, Currentaffairs, China, Politics, Chengdu, Shanghai, Guangzhou, China Economy, News, China Politics, Business, Film, Shenzhen

4.8676 Ratings

🗓️ 6 August 2025

⏱️ 86 minutes

🧾️ Download transcript

Summary

This week on Sinica, Paul Triolo of DGA Albright Stonebridge and tech investor Ryan Cunningham join to talk about their observations and insights from the World AI Conference (WAIC), held in July in Shanghai, and what it tells them about China's ambitions in the fast-moving world of artificial intelligence. Don't miss this one!

04:21 - Ryan on his Edgerunner fund

06:23 - Impressions of the World AI Conference in Shanghai

13:52 - Approaches to AI development in the US and China

24:04 - China’s role in global AI safety 

33:42 - AI market: US vs China

38:20 - AI diffusion in China

44:56 - AI safety frameworks

52:06 - Domestic development of Chinese AI

1:04:06 - Pressure of Domestic AI Alternatives

1:08:43 - Can AI have a dual role in the U.S.?

1:17:25 -Paying it Forward 

1:20:16 - Recommendations

Paying it Forward: Kevin XuKyle ChanHelen Toner (Rising Tide Substack),  

Piotr Mazurek and Felix Gabriel (LLM Inference Economics from First Principles).

Recommendations: Paul: Neil deGrasse Tyson - Origins: Fourteen Billion Years of Cosmic Evolution (book),  Sara Imari Walker’s Life As No One Knows It (book)

Ryan: Armored Core VI: Fires of Rubicon (video game)

Kaiser: The Studio (TV series), Platonic (TV series)

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0

Welcome to the Cynica podcast, the weekly discussion of current affairs in China.

0:12.8

In this program, we'll look at books, ideas, new research, intellectual currents, and cultural

0:17.8

trends that can help us better understand what's happening in China's politics, foreign relations, economics, and society. Join me each week for in-depth conversations

0:26.7

that shed more light and bring less heat to how we think and talk about China. I'm Kaiser Guo

0:32.9

coming to you this week from Beijing. I'm going to be back and forth for the rest of this year,

0:37.4

but if

0:37.9

all goes well, I will be spending most of my time here in Beijing before the end of the year.

0:44.0

Cynica is supported this year by the Center for East Asian Studies at the University of

0:47.9

Wisconsin-Madison, a national resource center for the study of East Asia. I'm going to keep the

0:53.2

Cynica podcast free. I always will.

0:55.3

But if you do work for an organization that thinks that what I'm doing is valuable and worthwhile,

1:01.0

please consider finding a way to lend institutional support. You can get me at Cinecapod at gmail.com.

1:07.8

And listeners, I know I say this every week, but truly I am in earnest.

1:12.1

Please support my work by becoming a paying subscriber at synekapodcast.com.

1:18.0

You will enjoy, in addition to the podcast, the complete transcript of the show, essays from me,

1:23.4

as well as writings and podcasts from some of your very favorite China-focused columnists and commentators.

1:29.3

And, of course, you will enjoy the Frisong of knowing that you are helping me do what I honestly believe is important work.

1:36.5

So do check out the page, see what's on offer, consider helping me out.

1:42.0

Today I am joined by two guests to unpack what happened this past weekend at

1:46.6

the 2025 World Artificial Intelligence Conference, W-AIC, held in Shanghai. It was a massive event with,

1:55.3

I think it was like over 1,500 Chinese AI models that were showcased. Some $2.3 billion in deals were supposedly inked.

2:04.1

There were just, you know, gazillions of robots, humanoid robots, dog robots.

...

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