Episode Details
| Title | Xi Jinping’s paranoid approach to AGI, debt crisis, & Politburo politics — Victor Shih |
|---|---|
| Date | 5/29/2025 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $CHINAAI - China is expected to allocate significant resources to AI development, despite economic challenges, due to its high priority in Xi Jinping's agenda.
- “I do expect fair amount of resources being devoted to it regardless of the situation and local debt. I mean, in fact, at the local level, things are so bad, but they just don't care.” - Victor (59:29)
- “So even if they can't do anything else, they will do the things that Xi Jinping wants them to do. And AI apparently is one of the higher priorities for Xi Jinping because he's held multiple study sessions. He's had different Politburo meetings and so on and so.” - Victor (58:51)
- 🟢 $DEEPSEEK - 🔒
Bearish:
- 🔻 $CHINAYUAN - 🔒
- 🔻 $CHINAGOV - 🔒
- 🔻 $CHINAREAL - 🔒