
About this episode
Ed Elson speaks with Alice Han about where the AI race between China and the U.S. stands today. She breaks down DeepSeek’s $50B valuation, where the U.S. still holds an edge, and how China’s chips really stack up to Nvidia’s. Finally, Ed explains why AI might be making us all dumber.
Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast.
Get your tickets to the Prof G Markets tour
Subscribe to the Prof G Markets Youtube Channel
Check out our latest Prof G Markets newsletter
Follow Prof G Markets on Instagram
Follow Ed on Instagram, X and Substack
Follow Scott on Instagram
Send us your questions or comments by emailing [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Get every episode summarized
Each time Prof G Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Prof G Markets

Why The Bond Market Is Starting To Revolt — ft. Katie Martin
Prof G Markets
Sep 11, 20261:07:12completed

Anthropic Whistleblower Says AI Could “Kill Us All”
Prof G Markets
Sep 10, 202633:01completed

Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney
Prof G Markets
Sep 9, 202637:22completed

OpenAI Says “AGI” Is Here — What Does That Actually Mean?
Prof G Markets
Sep 8, 202638:11completed