Happy Lunar New Year to all those who celebrate it! The top news on the last day of the lunar year of Dragon is obviously DeepSeek, the Chinese AI start-up. You’ve probably heard Americans talk about it all day now. Here is me, Robert Wu of Baiguan and China Translated, and Johnny Zou of MJFinance talking about it after the close of the brutal trading day when Nvidia sheds nearly $600 billion.Listen to Peking Playbook on Apple Podcast, Spotify, YouTube Podcast, and elsewhere! Don’t forget to subscribe!Highlights[2:43] Is DeepSeek China’s sabotage against the US?[10:51] How “involved” is Beijing in all of this?[19:44] Investment strategies in a post-DeepSeek world[24:43] Effectiveness of US export controls[31:02] Censorship on DeepSeekBackground linksPekingnologyCEO of DeepSeek's parent, High-Flyer Quant, spoke in 2020: Lu Zhengzhe talks about a quantitative investment model fully reliant on AI. It is from there that DeepSeek was bornGeopolitechsAn Informative Closed-Door Discussion on DeepSeek: Vision Matters More Than TechnologyDeepSeek, computing, and a victory for open-source over closed-sourceDeepSeek Founder Becomes a Guest of China’s Premier, on the Same Day of the R1 Model LaunchDeepSeek Launches Next-Generation Model on Par with OpenAI-o1 Official VersionDoes China's DeepSeek-V3 make the computing power advantages of US AI companies less important？DeepSeek-V3: Chinese Large Model's Commercial Path From Compute Arms Race to Pursuing Maximum Model Efficiency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.pekingnology.com
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Peking Playbook Unscripted 20250124
An unscripted experiment where Zichen Wang, with Robert Wu of Baiguan, talk on January 24, 2025, about top China news of the day, covering Xi Jinping’s visit to northeast China, the government’s effort to bring long-term investment into its beleaguered stock market, the emerging controversy in China on the effectiveness of generic drugs via its universal health insurance system, and recent speculation on TikTok - all in around 25 minutes with minimal editing. This is the very first episode. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.pekingnology.com
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