EP21. On DeepSeek - Baiguan X Pekingnology, with Johnny Zou

We have to talk about DeepSeek. Today, I am joined by Zichen Wang of Pekingnology and Johnny Zou of MJFinance’s Newsletter.Johnny is a Hong Kong-based venture capitalist that I interviewed for Episode 14.Highlights[2:43] Is DeepSeek China’s intentional attack against the US?[10:51] How involved is Beijing in all of this?[19:44] Investment strategies in a post-DeepSeek world[24:43] Effectiveness of US export controls[31:02] Censorship on DeepSeek This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.baiguan.news/subscribe