China's AI Ecosystem with Grace Shao
China's AI Ecosystem with Grace Shao  
Podcast: High Capacity
Published On: Thu Jan 29 2026
Description: China's top AI players like Alibaba, ByteDance, and Moonshot are pursuing different strategies. China AI expert Grace Shao joins me on the High Capacity podcast to talk about the most important trends in China's AI landscape: agentic AI, ecosystem integration, raising capital, and navigating geopolitics.00:00 Intro to Grace Shao03:51 Agentic AI in China17:42 The popularity of ByteDance's Doubao app23:11 China's AI tigers28:42 Shifts in China's AI strategy34:32 Meta's acquisition of Manus40:43 Singapore as a geopolitical gateway for AI50:12 Future trends in China's AI industryLinks:AI Proem newsletterDifferentiated Understanding podcastHigh Capacity newsletter