Odd Lots: Grace Shao on How Chinese AI is Different (Podcast)

China’s AI industry has evolved since DeepSeek’s affordable frontier model caused a brief drop in US tech stocks. Chinese companies, including Baidu, are now pursuing full-stack AI solutions with their own chips, models, and cloud infrastructure, while gaining access to some Nvidia H200 chips. Grace Shao, an independent AI researcher and author, discusses these developments in the podcast.