How China Wins The AI War

Prof G Markets

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. 

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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 Markets@profgmedia.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices

2026-05-07 29 min Transcript
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