Research Fellow at @BrookingsInst. China's tech & industrial policy: AI, chips, robotics, EVs, clean energy. Newsletter podcast: highcapacity.org/

Joined November 2010
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I write the popular High Capacity newsletter on China’s tech industrial policy: highcapacity.org/p/chinas-ov…. Over 15,000 subscribers in 140 countries. Plus, check out the new High Capacity podcast on China’s tech. On YouTube, Spotify, Apple Podcasts: youtube.com/@highcapacitypod…
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Chinese open-source AI having a field day right now. Reminds me of China’s EV and clean tech industries capitalizing on the closure of the Strait of Hormuz.
Intelligence should be open, accessible, and ready to build with, empowering every developer, everywhere. GLM-5.2 is now available to all GLM Coding Plan users, including Lite, Pro, Max, and Team plans. docs.z.ai/devpack/latest-mod… As our new flagship model, GLM-5.2 delivers powerful coding capabilities, usable 1M-context support, and continued strengths in long-horizon tasks. API and Chatbot services will launch next week. The model will also be officially open-sourced next week under the MIT License. The future of AI is open, and it belongs to the people.
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The irony is China is being cited as a key factor on both sides of the debate: These export controls are good because they keep advanced American AI models out of China’s hands. These export controls are bad because they slow down the US in the AI race with China.
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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Microsoft CEO Satya Nadella has the most "Chinese" approach to AI of the major American tech leaders: - Very bullish on AI but not really AGI-pilled - Emphasizes integration of AI into everything, not just the best foundation models - Wants to see real ROI on AI use rather than just blind tokenmaxxing podcasts.apple.com/us/podcas…
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落后就要挨打 Falling behind invites a beating. 不进则退 If you don’t move forward, you go backwards. 逆水行舟,不进则退 Like rowing a boat upstream, if you stop moving forward you fall back. These expressions capture so much about popular Chinese attitudes towards progress.
This link between the Opium Wars and Huawei—connecting back to Howard Lutnick’s call to get China “addicted” to the US tech stack—is a such a genius way to open. Bravo on this piece @selinaxuxinyue! The People’s Republic of Techno-Optimists: theideasletter.org/essay/the…
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This link between the Opium Wars and Huawei—connecting back to Howard Lutnick’s call to get China “addicted” to the US tech stack—is a such a genius way to open. Bravo on this piece @selinaxuxinyue! The People’s Republic of Techno-Optimists: theideasletter.org/essay/the…
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Dreame is a prime example here of the messiness of China’s local state VC ecosystem. Great piece by @chengevelyn @anniekbyx
Jun 12
The rush of capital into China’s tech start-up world hit a speed bump this month. Within hours of each other last Friday, a Chinese city government ordered companies to disclose their financial ties to robot vacuum maker Dreame Technology, and China’s State Council issued sweeping rules to tighten oversight of the country’s 23 trillion yuan ($3.4 trillion) private fund industry. Click here to read more: cnb.cx/4uwPEsC
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China’s reaction to the oil shock is the epitome of @nntaleb’s “antifragility.” Rather than mere resilience, the current oil & gas crisis is helping to accelerate China’s shift to EVs and renewable energy, making the country stronger in the face of future energy shocks.
EV charging was up 69% to an all time high in April. Taxis, subway rides are rising too. Meanwhile Sinopec is privately getting even gloomier about the outlook for diesel and gasoline in China. Half(!) or so of China's oil imports are processed into fuel.
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But of course, this kind of antifragility doesn’t just happen naturally. It’s the result of a very deliberate and intensive shift that has been decades in the making.
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So much really boils down to this: “Beijing increasingly understands that the next AI bottleneck is not the chip itself but the network fabric connecting thousands of chips into a single computing system.”
Replying to @pstAsiatech
One of the most important—and least discussed—elements of the plan is the focus on AI supernodes (Intelligent Computing Supernodes). MIIT calls for advances in supernode optoelectronic interconnect technologies (智算超节点光电互联技术), high-speed photonic chips, optical switching, and co-packaged optics. Beijing increasingly understands that the next AI bottleneck is not the chip itself but the network fabric connecting thousands of chips into a single computing system. China's answer is to build larger, more tightly integrated supernodes as part of its national compute-network strategy. Huawei of course is already doing this and Huawei will build most of these, along with some that include ASICs from companies like Alibaba, run by state owned majors China Mobile and China Telecom....
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Alibaba is aiming to become the Android of androids.
Jun 11
Alibaba Cloud announces support for embodied AI product from 9 companies including: Vivo, Honor, Hisense, Reality, Looki, Ezviz, Teen, SoundCore & Coocaa Mostly using Qwen 3.6/3.7 or Wan 2.7 Qwen is the LLM of choice for embodied AI due to multi-modal support, compact size & integration into Ali's wider AI & cloud infrastructure.
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Wuhu-> Chery Baoding -> Great Wall Motors Zhejiang -> Geely Even before EVs, there was a new generation of Chinese automakers built on “local-private alliances.” Great thread 👇
Replying to @FengmingLuPE
Fed up, Wuhu broke elite ties. They sold a local cement plant to raise cash, imported a used Ford engine line from the UK, poached FAW’s engineers, and built their own firm: later known as Chery. The firm’s first model, a reverse-engineered SEAT Toledo, aimed to compete head-to-head with FAW-VW's Jetta, Toledo's German brother. Chery wasn't alone. Different "local-private alliances" sprouted across China to bypass central rigidities: Great Wall Motor (GWM): Baoding city backed this village and township enterprise (TVE) to absorb failing local part and car makers. Geely: Zhejiang province endorsed this small private firm to anchor its vast auto-parts cluster. (6/15)
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Really looking forward to digging into this new RAND report
🚨🇨🇳🏭📈🚨 New @RANDCorporation report on China's techno-industrial policies under Xi! With @JonathonPSine and Benjamin Lenain. We detail the evolution, goals, and instruments. Lots of charts and summary tables! Please enjoy. rand.org/pubs/research_repor…
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UBTech exec describes how in Shenzhen they can source almost any robotics component within hours. NYT: Why It’s Nearly Impossible to Build a Robot Without China nytimes.com/2026/06/11/busin…
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China is at the global frontier for some new medical treatments, like CAR-T therapies for myeloma. These treatments are often several times more expensive or simply not available at all in other countries.
A growing number of foreigners are traveling to China for life-saving treatments, including for cancer, because it's often cheaper and more readily available bloomberg.com/news/features/…
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China produces 70% of the world’s indium. Indium phosphide (InP) is a key material for photonics products in data centers. China’s export controls on InP starting in Feb 2025 have become a key chokepoint for the US data center buildout. reuters.com/world/china/chin…
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China continues to battle with scientific fraud cases, even as it makes progress across every major field. This popular Chinese influencer is brave for calling them out. economist.com/china/2026/06/…
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China now exports more to the Global South than the US and Europe combined. Many Chinese brands are deliberately targeting emerging markets—and becoming quite popular. @thewirechina: thewirechina.com/2026/06/07/…
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Kyle Chan retweeted
Renault's CEO: the European Union should encourage ‌Chinese car makers ​to go beyond assembling cars in Europe and source auto parts in the region too. "I think ⁠the good way for Europe ‌is really to set a deal with China based on ‌this strategy" reuters.com/world/china/rena…
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“Chinese models have become the overwhelming choice for African developers.” Especially DeepSeek, Qwen, and Kimi foreignpolicy.com/2026/06/08…
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Deploy. Deploy. Deploy. It’s not enough to scale up humanoid production into the thousands of units. Chinese policymakers are also pushing for real-world testing and deployment, tasking local govts and SOEs with searching for new applications in manufacturing, logistics, healthcare, etc. Rather than wait for the technology to mature or the market to emerge naturally, China is trying to accelerate physical AI development across the full stack: algorithms, data, hardware components, applications.
China has launched a national campaign to deploy 10,000-unit scale humanoid robots by 2026, backing the push with state-guided funding, open-source data hubs, and commercial leasing models to move embodied AI from labs to real-world industries caixinglobal.com/2026-06-10/…
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