Differentiated Understanding is a podcast hosted by Grace Shao, exploring the forces shaping AI, technology, and business across global markets.
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Featured Guests
Each episode features in-depth conversations with industry leaders, investors, and technologists. Guests across two seasons include:
Season 1
Jasmine Sun — AI Anthropologist on SF culture
Cameron Johnson — Supply chain expert on China’s supply chain advantage
Brian Wong — HKU Professor on AI and philosophy, AI diplomacy
Diana Wu David — Director of Future at ServiceNow on the future of work
Rui Ma — Founder of TechBuzzChina and tech investor on investing in China AI
Wency Chen — SCMP AI reporter on China’s VC landscape and AI startups
Jing Yang — Asia Editor at The Information on China big tech and fundraising landscape
Kevin Zhang — AI investor on investing across the stack
Natalia Cote-Munoz — former Biden Admin Advisor on AI diplomacy and AI x education
Tom Nunlist — Associate Director at Trivium on China’s AI Plus Initiative
Chim Lee — EIU China Analyst on China’s tech involution
Sharon Gai — AI and retail consultant on the transformation from internet tech to AI in the e-commerce space
James Wang — Creative Ventures Partner on investing in early-stage AI startups
George Chen — Digital Partner at The Asia Group on AI governance
Kyle Chan — Senior Fellow at Brookings on China’s industrial planning
Zixuan Li — Z.ai GLM lead on the company’s path to IPO and open source models
Kevin Xu — Founder of Interconnected on neoclouds and sovereign AI
Alan Zhang — OxCap Portfolio Manager on Chinese big tech and the overlooked ones (Xiaomi, EVS)
David Fishman — Principle Consultant at the Lantau Group on China’s energy transformation
Season 2
Yu Hang & Christian Hu — Senior Product Manager and GTM lead on building China’s Cursor, Qoder (Alibaba / Qoder)
Bei Zhang — GTM lead at Tanka
Shuyu Zhang — Senior Product Manager at Tencent QClaw and the OpenClaw Frenzy in China
Matt Sheehan — CEIP, Senior Fellow on China’s rising job loss anxiety fueled by AI
John Wang — YC Assembled, Co-Founder & CTO (former Stripe)
Ethan Cho — TheVentures, CIO & Partner (leading Korea VC) on South Korea’s AI stack
Reni Cao — Dex Camera (backed by Ben Silbermann, Pinterest founder) on building ‘good tech’ for children
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