In this episode of the High Capacity podcast, I talk with Matt Sheehan, Senior Fellow at the Carnegie Endowment, about the next phase of the US-China AI race: AI safety, open-source models, AI agents, job displacement, and what the US and China might discuss with each other.

As the U.S. and China prepare for formal talks on AI, both sides are wrestling with a fast-changing technology landscape. The U.S. is increasingly worried about frontier model risks, cyber threats, non-state actors, and pre-release testing. China, meanwhile, is becoming more concerned about AI’s impact on jobs, social stability, political control, and the rise of autonomous AI agents.

We discuss what China really fears about AI, why Beijing’s AI governance strategy is shifting from control to deployment to broader regulation, how open-source AI might complicate safety talks, and what realistic US-China talks on AI might look like.

Topics covered:

U.S.-China AI talks, AI safety, Chinese AI policy, AI agents, OpenClaw, open-source AI, frontier models, cyber risk, AI job displacement, China’s AI regulations, autonomous weapons, AI hotlines, and the future of AI governance.

Links:

- Matt Sheehan’s Substack

- Matt Sheehan’s Carnegie page

- “China is getting worried about AI & jobs”

- “China Is Worried About AI Companions. Here’s What It’s Doing About Them.”

- Matt Sheehan on Twitter: @mattsheehan88

For transcripts and more, check out the ⁠High Capacity newsletter⁠

More about the host, Kyle Chan, fellow at Brookings

China’s biotech and healthcare sectors are evolving at extraordinary speed — from AI-powered “doctor avatars” and digital health super apps to a wave of Chinese drug innovation reshaping the global pharmaceutical industry.

In this episode, I speak with physician and healthcare strategist Dr. Ruby Wang about the latest trends in China's AI + healthcare innovation.We discuss:

• Why Western pharma companies are rushing to license Chinese drugs
• China’s rise as a global biotech powerhouse
• AI doctors, digital hospitals, and health super apps
• The role of Alibaba, Ant Group, and DeepSeek in healthcare
• Why China’s healthcare digitization is moving faster than the West
• The future of AI in medicine and diagnosticsChinese medical devices, robotics, and healthcare hardware
• How Chinese regulators accelerated biotech innovation
• Whether healthcare can become China’s next major global export industry
• The challenges China still faces in healthcare access and inequality

Ruby Wang is a UK-trained physician, founder of China Health Pulse, and author of the upcoming book China Cure, which explores the global impact of China’s biotech and AI healthcare advances.

Links:

China Health Pulse newsletter and podcast: https://www.chinahealthpulse.com/

For transcripts and more, check out the ⁠High Capacity newsletter⁠: https://www.highcapacity.org/

More about the host, Kyle Chan: https://www.kyleichan.com/

China is racing to build its own complete semiconductor industry, from AI chips and fabs to chipmaking tools like EUV lithography machines. I'm joined by industry expert Paul Triolo.

00:28 China’s Semiconductor Self-Reliance Push

11:50 How Huawei Became China’s Chip Champion

17:37 Huawei, SMIC, and the Fight for Fab Capacity

24:14 Can China Build Its Own EUV Lithography Machines?

36:55 DeepSeek, Huawei, and China’s AI Chip Feedback Loop

53:53 Why Chinese Tech Giants Are Designing Their Own Chips

Links:

• American Affairs: “Innovation Under Pressure: China’s Semiconductor Industry at a Crossroads”
• Paul Triolo on X: @pstAsiaTech
• Paul Triolo's Substack: AIStackDecrypted

For transcripts and more, check out the ⁠High Capacity newsletter⁠.

Hosted by Kyle Chan