In short
Whether global leaders should participate in China’s AI ecosystem, and what to evaluate beyond model quality.
Guests
No guest names or backgrounds are provided in the transcript; it appears to be a single host/executive-style discussion.
Key claims
Executives should test Chinese models like DeepSeek in a safe, sandboxed environment to compare strengths/weaknesses versus Western models (e.g., hallucinations and factual answering). The playing field isn’t equal. More important than benchmark scores is monitoring broader Chinese AI-driven business model shifts, analogous to how mobile revolution created different business models even if devices weren’t universally “better.”
Notable examples
DeepSeek download/sandbox testing; comparisons to Western models; “mobile revolution” analogy.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VONavigating the Chinese AI Ecosystem
0:04 to 0:27
Learn how global companies should approach the Chinese AI landscape.
“It can help you with practically anything on the web, like restoring a vintage motorcycle from a 50-page restoration block, or finally break down that long article you've had open for weeks.”
Navigating the Chinese AI Ecosystem
0:56 to 2:38
Learn how global companies should approach the Chinese AI landscape.
“If people are listening to this and thinking, okay, I'm a global company, I need to think about whether and how I want to be in the Chinese AI ecosystem in addition to the Western ecosystem.”
Transcript
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0:56Amit Joshi:If people are listening to this and thinking, okay, I'm a global company, I need to think about whether and how I want to be in the Chinese AI ecosystem in addition to the Western ecosystem. What exactly should they be thinking about or looking at if they're trying to answer that question? If you're an executive listening to this, go play with DeepSeek right now. Figure out a way, a safe way, a sandbox. Download DeepSeek. Make sure it's cut off from any private secure data. Play with it. understand how it is similar, but also how it is different than the Western models, for example. What works better on DeepSeq versus what works worse?
1:30How does it do on hallucinations? How does it do on answering factual questions, etc.? Because it's not a level playing field. It's better at some, but worse for some. Secondly, and more importantly, keep a broader eye on what's happening in China, not just in the LLM market, but also in the larger business models market. To me, the largest story that will probably come out of China eventually, I think two years from now, we won't be talking so much about how the Chinese models might be better or worse than the Western models. I think what we might be talking about two years from now is look at the school business model that they have built based on AI.
2:09Because this is exactly what we saw with the mobile revolution. Were their mobile phones better than ours? I don't know. Maybe. Depends who you ask. did they have significantly different business models that were based on them? 100%. So I think this is something executives and businesses need to keep a very close eye on, which is what kind of different business models, what kind of different use cases are the Chinese building based on this technology that they now have?
From the publisher
Should Leaders Experiment with Chinese AI?
3 Sep 2025
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Chinese AI models like DeepSeek are advancing fast. Amit Joshi explains why leaders should explore them—and what risks and opportunities to watch.
🎧 Listen to full IdeaCast episode here: https://s.hbr.org/4fYbeRh
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