Kaiser Kuo framed China’s AI boom as a recent technological fever rooted in Chinese techno-optimism, comparing it with enthusiasm around the mobile internet and the early internet. 1 He highlighted polling showing 93% of respondents in China believed AI would mostly help their country, contrasting with 36% in the United States, and argued that Western claims that Chinese people are naive or cavalier about AI risks lacked much supporting data. 1 He introduced Afra Wang as a journalist able to provide grounded comparisons between Chinese and US technology communities. 1
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 3 positionsLatest positions
- KKKaiser KuoAgainst on U.S. Opposes continued hawkish anti-China policy from U.S. lawmakers, urging them to focus on affordability and domestic issues instead. “we want you to be talking instead about affordability. We want you to fill potholes.” ▶ 24:14 Is America Getting Tired of Fighting China? · 6 Oct
- KKKaiser KuoBearish on The Boeing Company Expects U.S. restrictions on aircraft parts for Comac to scuttle any big Boeing deal with China. “it's going to scuttle any possibility of a big Boeing deal” ▶ 22:29 Is America Getting Tired of Fighting China? · 6 Oct
- KKKaiser KuoStable on U.S. Expects the U.S.-China trade truce to be extended again rather than resolved, with more 'snoozing' likely past December. “I don't anticipate either side will have sufficiently addressed its own vulnerabilities come December. So I imagine more snoozing is likely.” ▶ 21:32 Is America Getting Tired of Fighting China? · 6 Oct
Their output
1 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Afra Wang 1 mention
What they talk about
- Jay Carter 1 item
- New York Magazine 1 item
- Seneca podcast 1 item
- layoffs 1 item
- semiconductor 1 item
- Silicon Valley 1 item
- video generation 1 item
- Trivium China 1 item
See what your own voices say about Kaiser Kuo, every morning.
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