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Azeem Azhar's Exponential View

What 72hrs in China taught me about the future (AI, EVs, more)

Azeem Azhar's Exponential View

EPIIPLUS 1 Ltd / Azeem Azhar

Openai, Intelligence, It, Society, Technology, Review, Ai, Investing, Science, Economy, Business, Artificial Intelligence, Automation, Robots, Exponential, Future, Tech News, Work, Government, Exponential View, Economics, News, Gpt, Azeem Azhar

51.1K Ratings

🗓️ 2 July 2025

⏱️ 22 minutes

🧾️ Download transcript

Summary

In this episode, I reflect on a whirlwind three-day visit to China - my first in over 20 years. And what I saw was remarkable. The infrastructure puts most of the West to shame. The AI isn't just hype - it's working at serious scale. And the electric vehicles? They're about to steamroll the global auto industry. Here's what really struck me during my whirlwind trip to Beijing and beyond.

Transcript

Click on a timestamp to play from that location

0:00.0

You know, when you land in Beijing Airport, you are greeted with an incredibly clean, well-functioning,

0:07.3

well-ordered airport. It's far above the quality of any of the U.S. airports I've been to over the last

0:13.2

few years. I would put it roughly at the level of Heathrow Terminal 5, so certainly better than

0:18.9

Terminal 3 or Terminal 2, better certainly than

0:22.5

Frankfurt Airport, perhaps not as good as some of the great Asian and Middle Eastern

0:27.3

airports sort of emerged since then, but that's absolutely a sense that you get as you land.

0:32.3

It didn't feel particularly police either. I mean, you do get a sense of CCTV cameras as you do, for example,

0:40.0

when you're landing in a London airport and you obviously feel the police and security presence

0:45.6

in many of these airports, particularly in the US. I was a bit surprised. I really expected much

0:51.8

more of that. And there were, you know, lots of batteries

0:54.2

of cameras you might find in, in public space, in larger numbers than you would see in London.

1:02.8

So you arrive at this airport. It's clean. It's really, really well functioning. One thing to notice

1:08.1

that you notice really straight away is that there's essentially no obesity in China and in, you know, three days and seeing hundreds of thousands of people, you get a sense that this is not an epidemic problem that they are dealing with. The scale is absolutely huge. I actually went to a conference as a sort of academic expert, and the conference center

1:30.1

I was at ran to some 1.4 million square meters. To give you a sense of what that scale is,

1:38.8

that's 100 times the size of Union Square in San Francisco. If you imagine Soho and Tribeca in New York,

1:46.4

it's double that size. And this is a convention center that was put up in just a few years,

1:51.1

about seven or eight years ago. It's really, really remarkable. So I want to put my comments

1:56.8

into three categories. The first category is what I noticed about infrastructure and engineering.

2:05.5

The second is what I saw in and around AI, and I talked to a number of AI founders and researchers

2:13.3

while I was there. And also, the third set of observations really about electric vehicles and

2:21.2

what's happening with the auto industry, again, having ridden in a number of cars, but also talking

2:26.5

to a number of people involved in those areas. So I'll make my way through there. And as always,

...

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