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Podcast Summary: The Prof G Pod with Scott Galloway - Episode: China Decode: Why China is Sorting Kids into “Genius Camps”
Episode Overview In this episode of *China Decode*, hosts Alice Han and James Kynge explore China's selective educational system, dubbed "genius camps," which identifies and fosters extreme talent in youth. They also discuss recent U.S. allegations of secret Chinese nuclear testing and the resurgence of China's underground music scene, highlighting how international music is becoming popular in China.
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Key Topics Discussed
- China's "Genius Camps"
- Concept of Genius Camps:
- Misconceptions about China mass-producing genius; instead, a selective pipeline exists.
- The system identifies exceptionally bright students and accelerates their education, leading many to significant roles in technology and AI.
- Personal Anecdotes:
- Kynge shares a story about a family friend's son who was recognized for his talent and celebrated by the community.
- The culture in China emphasizes and celebrates intelligence, particularly among underprivileged families.
- Impact on Talent Development:
- Many founders of major tech companies in China, like ByteDance and Alibaba, went through these genius programs.
- The system has been in place since the 1980s and resembles historical practices of selecting talented individuals for government roles.
- Educational Rigidity:
- Students selected for genius streams avoid the Gaokao, China's grueling college entrance exam, allowing them to focus on specialized studies.
- Only about 100,000 out of 13.5 million students take this path, showcasing its exclusivity.
- Cultural Perspective:
- The Chinese educational system is considered by some to be more meritocratic than that of the United States, based solely on academic performance.
- U.S. Accusations of Chinese Nuclear Testing
- Claims of Testing:
- The U.S. alleges that China conducted secret nuclear tests in 2020, coinciding with the expiration of a major U.S.-Russia arms control treaty.
- Credibility of Claims:
- The hosts discuss the credibility of U.S. claims, noting the lack of detected tests by the Comprehensive Nuclear Test Ban Treaty Organization.
- The nuances of treaties signed by China and their implications for nuclear testing are explored.
- Strategic Context:
- China’s nuclear arsenal is still significantly smaller than those of the U.S. and Russia, leading to a perceived need to expand capabilities.
- The episode raises questions about the likelihood of nuclear arms negotiations between China and the U.S.
- Revival of China's Underground Club Scene
- Cultural Resurgence:
- After pandemic closures, the underground music scene in China is making a comeback with new energy and global influences.
- International Influence:
- Artists like Bad Bunny are gaining traction, with his music topping charts in China. This reflects a broader trend of cultural exchange and the growth of music tourism.
- Community and Resistance:
- The underground club culture is often hidden from authorities, utilizing cryptic communication for event announcements to avoid crackdowns.
- Government Support:
- The government's recent push for music tourism reflects an effort to enhance cultural consumption in the post-pandemic era.
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Key Takeaways
- Meritocratic Systems: The discussion highlights the cultural importance of education and talent in China, contrasting with the U.S. educational system's broader evaluation criteria.
- Nuclear Tensions: The potential implications of U.S. accusations against China regarding nuclear testing illustrate the complexities of international arms control and the shifting global power dynamics.
- Cultural Exchange: The revival of the music scene and interest in global artists signifies a reconnection of China with international culture, representing a shift in societal engagement post-pandemic.
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Conclusion The episode provides insightful analysis into China's educational practices, international relations regarding nuclear capabilities, and the cultural renaissance in music, weaving together narratives that reflect broader societal themes in China today.
For more information, listeners are encouraged to follow along on the Prof G Media platforms.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOChinese Market Overview
2:14 to 2:48
Discussion on the recent performance of Chinese markets.
“But first, let's do a quick check in with how the Chinese markets are starting the week.”
Understanding China's Genius Pipeline
2:48 to 4:32
Exploration of talent identification in China's education system.
“There's been a viral narrative floating around about China running some shadowy, all-powerful genius factory.”
Personal Stories about Genius Camps
4:32 to 6:27
Insights from personal experiences related to China's genius camps.
“And these genius level talent, as you've said, Alice, they all, well, most of them anyway, go on to lead some of China's extraordinary technological advances.”
The Role of Humanities in Talent Development
6:27 to 8:13
Discussion on the inclusion of humanities in China's talent programs.
“And what's interesting to me is that it's not just isolated to STEM students.”
Cultural Significance of Education in China
8:13 to 12:31
Analyzing the cultural attitudes towards education and intelligence in China.
“But in this case, in the modern day scenario, these highly talented individuals then go out and proliferate and make companies and lead major tech firms.”
The Gaokao Exam and Its Impact
12:31 to 13:21
Understanding the significance of the Gaokao exam in Chinese society.
“I would even hazard a statement, which is that I believe China may be a part of be more meritocratic today than America is.”
US-China Nuclear Tensions
15:55 to 23:00
Discussion on China's alleged nuclear tests and the implications for US-China relations.
“is accusing China of secretly testing a nuclear weapon back in 2020.”
China's Military Strategy
23:01 to 24:14
Exploration of China's military ambitions and its impact on regional stability.
“And as you rightly say, James, it has an incentive from a strategic standpoint to keep building it because it gives it more coverage and capabilities if there is a Taiwan showdown.”
Japan's Political Landscape
24:15 to 26:24
Analysis of Japan's political changes and its implications for China relations.
“We haven't talked about it yet, but this week, Takaiichi's had a landslide victory in the lower house.”
Revival of China's Underground Club Scene
27:35 to 28:02
Discussion on the resurgence of China's nightlife culture post-pandemic.
“After years of pandemic closures, China's underground club scene is roaring back to life.”
Show all 14 chapters
Underground Music Culture in China
28:02 to 29:50
Explore the evolution of China's underground music scene and its historical roots.
“halftime show, or international sounds finding new audiences in China.”
Bad Bunny's Influence and Music Tourism
29:53 to 31:41
Discuss Bad Bunny's impact in China and the resurgence of music tourism.
“But I do have to say that I like Bad Bunny a lot.”
The Resurgence of the Chinese Music Scene
31:42 to 33:38
Detail the revival of the underground music scene and the role of government.
“But it's been a big reversal because if you recall, really from 2020, I would say to 2024, there was a real slowdown and even clampdown on Chinese music concerts and the underground music scene.”
Predictions on Humanoid Robots and China-Japan Relations
33:39 to 35:38
Predictions regarding humanoid robots and geopolitical tensions with Japan.
“There's more talk I've seen recently about trying to create super concerts, kind of like Coachella in China.”
Transcript
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1:00Scott Galloway:I'm RJ Decker, a private investigator uncovering the sunshine state's darkest secrets. Tuesdays, it's the premiere of ABC's hottest new crime show. RJ freaking Decker as I live and breathe. He's a private eye. It's not a standard murder. It's someone bigger. And a public mess.
1:18James Kynge:Trying to get sent back to prison today?
1:20Scott Galloway:You go to prison one time and suddenly it's all the jokes. RJ Decker, series premiere, Tuesdays on ABC and stream on Hulu.
1:31James Kynge:I believe China may be more meritocratic today than America is. Given this system, given the way in which education and scholastic intelligence are lionized, I would say that China today is probably more meritocratic than the U.S.
1:52James Kynge:Welcome to China Decode. I'm Alice Han.
1:55Alice Han:And I'm James King.
1:56James Kynge:In today's episode of China Decode, we're discussing digging inside China's genius pipeline, Trump accusing China of secret nuclear testing, plus the revival of China's underground club scene and bad bunny topping the charts in China. That's all coming up. But first, let's do a quick check in with how the Chinese markets are starting the week. On Monday, the Shanghai A share index and the Hang Seng H share index closed up 1.4 % and 1.8 % respectively, as investors shipped back to risk-on mode after last week's sell-off. Potmart, the company behind the Libubo, rallied about 6 % on news of strong growth expectations and expansion overseas.
2:40James Kynge:And tech giants Alibaba and Tencent both closed up over 2%. How are you feeling, James? I know it sucks to be sick.
2:48Alice Han:Kind of getting there. Sorry about this. My voice is not great.
2:51James Kynge:You still got the voice for radio. All right, let's get right into it. There's been a viral narrative floating around about China running some shadowy, all-powerful genius factory. But the reality is both less conspiratorial and way more interesting. China isn't mass-producing prodigies. It's running a small, brutally selective pipeline that spots extreme talent early and pushes it fast. and a surprising number of the people behind China's biggest tech and AI companies and breakthroughs came through these genius programs. James, you've lived in China for many years. I'm sure you've met people who have been in these genius camps that can tell us a little bit about what it was like on the ground.
3:32Alice Han:Yeah, I have actually, Alice. I've known some kids who are in these genius camps. You know, this is one of these stories that people who've lived in China know very well. People outside China find really fascinating for very good reasons, I think. You know, this is so different from what people might imagine happens in a country that is governed by a party that calls itself communist, but is in fact anything but egalitarian. This is, as you said, Alice, this is brutally competitive. It is the very antithesis of egalitarianism. What happens in this process is that the authorities skim off the very brightest kids, and then they put them in a class with other super bright kids, and then they skim that cohort again, until at the end of this process, you end up with a few classes in the very best universities, full of truly genius level talent.
4:32Alice Han:And these genius level talent, as you've said, Alice, they all, well, most of them anyway, go on to lead some of China's extraordinary technological advances. And I think this program says a lot about what China is all about. It says a lot about what China prioritizes, what drives its people, what society is all about, and it reveals a crucial motivator of China's extraordinary success. When I lived in Beijing, we had a family friend, and she lived in what's called the Hutong area of Beijing. Those are the old alleyways that sort of cluster around the Forbidden City in the center of Beijing. And families live kind of cheek by jowl.
5:17Alice Han:It's not a wealthy area. These were not wealthy people. But the son of our family friend, he was a truly clever boy. And at the age of 11, he was skimmed off to go into one of these genius classes. And what I remember so particularly is the fact that everybody on his street, I'm talking hundreds and hundreds of people, knew this news. And every time he walked down the street to go home and have his tea, you know, dressed up with his little red tie around his neck, he would get applauded and mothers would pop out of their homes and give him a little dumpling or some other little bit of food to eat because everybody in China admires a clever kid.
6:02Alice Han:But Alice, what do you think about this system of skimming off clever kids?
6:07James Kynge:Well, I love the way that you've described that story. And to some extent, I think a lot of Western countries could benefit from that. It seems like we're facing a culture of anti-intellectualism. I don't think that kind of kid would be given a dumpling in, say, America. I personally didn't grow up in China and my cousins, none of them got into these genius classes. But I know friends of friends who did. And what's interesting to me is that it's not just isolated to STEM students. So humanities students can also get into these genius programs. And the reason why I think this is so interesting is because if you look at the founders of the big tech companies, a vast majority of them came from these genius schools.
6:48James Kynge:You know, I was just looking at back of the envelope, the founder of ByteDance, Zhang Yiming, the founders and leaders of Taobao and Pinduoduo, China's biggest e-commerce platforms, the founder of Meituan, the Chinese chip maker, Cambricon, its founders also both went to junior schools, and engineers behind DeepSeek and Alibaba's Quen AI models. I read a great think piece over the weekend in the FT where you formerly worked, James. And the author who wrote this piece ends up revealing towards the end of the article that she also went to one of these genius schools. But she describes how even humanities students worked more recently in AI companies like DeepSeek to help with their models.
7:29James Kynge:Because a lot of what these models have to deal with is real human intelligence. And that's just not isolated to STEM. It goes to humanities and history and literature. But it was fascinating to me doing research on this because I hadn't lived it personally, but I can see how it's having a real impact on generating talents at the top levels of China's tech companies, of China's corporates. And it's something that I think has really floated under the radar. And it's been around for decades. That's the other thing. It's not an overnight thing. It's been around for decades, I believe, since the 80s.
8:03James Kynge:So this has been a concerted effort by the government to try to find talented individuals across all of the provinces in China. And it reminds me a little bit of the imperial Chinese system, which is very much to try to find these scholar gentlemen in all the different far-flung provinces, bring them back to Beijing so that they could become basically ministers within the court of the Chinese emperor. But in this case, in the modern day scenario, these highly talented individuals then go out and proliferate and make companies and lead major tech firms. One last thing that I will say is there apparently is a special class known as a Yao class.
8:44James Kynge:Andrew Yao is the sole Chinese winner of the Turing Award, which is basically the equivalent of the Nobel Prize in CS. And he, a couple of decades ago, moved from the States back to China, where he originally was from. and he's really become the champion intellect and professor of AI in China. So apparently there is a class named after him at Tsinghua called the You Class where the chief AI scientist at Tencent was one of his students, the founder of Moonshot, which has produced Kimmy, and the founder of Pony AI, as well as a range of these Chinese tech founders. So again, I think the story is so fascinating because it shows both the government having a hand and plucking out these highly talented individuals, but also then these individuals going out from the bottom up and making their own companies, which are really driving China's innovation.
9:33Alice Han:Yes, absolutely. Alice, you mentioned, I think, that there's about 100 ,000 of these students that are selected every year to go into this genius class streams. And those students sort of find themselves somewhere in the system later on. One of the things that I hadn't realized about this until I read the article in the Financial Times that you mentioned by Zijing Wu was that if you get selected, you get to skip the Chinese high school exam called Gaokao. And there is no more dreaded a word, I think, in the Chinese language than Gaokao, because it is this absolute solid year of stress for any student who wants to graduate from high school.
10:18Alice Han:The competition is so intense that every year you hear about students having nervous breakdowns. You know, families that have kids that are about to do Gaokao are in major, major sort of protective mode. But it's interesting to think about the dynamics of this, because if you get to skip doing the Gaokao, then you can focus more on the subjects that you're interested in. You don't have to do the Gaokao syllabus. So you can just focus on, let's say, if maths is your thing or computer science is your thing, you can specialize in that area. And that allows you to make greater progress towards the genius stream and to, you know, come up with the breakthroughs that you've just been mentioning, Alice.
11:00Alice Han:The other thing I think is instructive is that we're talking 100 ,000 students that are selected for these genius streams. There are every year nearly 13 and a half million Chinese students that take Gaokao. So you can already see what a tiny proportion of students are being skimmed to go into these genius streams. That really is a tiny, tiny proportion of the very brightest kids in the country. And the last thing I'd say, Alice, is that, yes, this resonated with me so much, having read quite a lot of Chinese classical literature. The way in which Chinese culture lionizes bright kids, especially poor bright kids, is truly amazing.
11:46Alice Han:There are so many stories that go back thousands of years, in fact, to, you know, like a particular boy whose parents were so poor, who would read by the moonlight that was reflected off the snow, again, because his family couldn't afford candles. So there is this incredible ancient culture of studying despite adversity and getting ahead, using the education ladder to correct for society's injustices and somehow to rise to the top, even despite your fate as belonging to an impoverished family. So there's a real big amount of mythology around all of this stuff that makes this such a poignant story for me.
12:31James Kynge:I would even hazard a statement, which is that I believe China may be a part of be more meritocratic today than America is. Given this system, given the way in which education and scholastic intelligence are lionized, I would say that China today is probably more meritocratic than the US. And one last point about the goal call, which you rightly mentioned, James, is that it's a system that's predicated on your score during the exam. It's unlike any other, I think, exam in the world, certainly unlike the Australian exam system I went through, or even the American system I went through as well, where in those models, you have a hybridized scoring of your exam scores, your essays, your extracurricular activities.
13:15James Kynge:In the Chinese scenario, it really comes down to what score you get on the day of the exams.
13:20Alice Han:And it's also true, I think, Alice, that every Chinese person knows their Gaokao score and remembers it forevermore. I mean, even 20 years after the event, if you ask them, what was your Gaokao score, they can tell you immediately.
13:34James Kynge:Yeah. It's emblazoned on their memory, either as a badge or as a scar. Yeah. All right. We'll be back with more after a quick break. Stay with us.
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15:55James Kynge:Welcome back. Big news on the nuclear front. The U.S. is accusing China of secretly testing a nuclear weapon back in 2020. The accusation comes just as the last remaining U.S.-Russia arms control treaty is expiring. With Trump pushing for a broader deal that would include both China and Russia, the global nuclear landscape is suddenly shifting very, very quickly. James, how credible are these claims that China has been secretly testing nuclear weapons? Apparently, according to the Comprehensive Nuclear Test Ban Treaty Organization, they haven't found or detected any such nuclear weapons tests.
16:34James Kynge:But according to the U.S. administration, they've been doing this. So what's your take on it?
16:39Alice Han:Well, I mean, it's really tough for somebody like me to know. But I would say, I mean, look at the nature of the official that has made this announcement. Thomas Di Nanno, he is U.S. Under Secretary of State for Arms Control and International Security. He made these assertions at the United Nations disarmament conference in Geneva. So the first thing to say is that this is the right person in the U.S. administration to be making these comments. And he made them at a very serious forum. And it was in the nature of an announcement. He said, I can reveal that the US government is aware that China has conducted nuclear explosive tests, including preparing for tests with designated yields in the hundreds of tons.
17:27Alice Han:He added that the China's military sought to conceal the testing by obfuscating the nuclear explosions because it recognized that these tests violate test ban commitments. So, you know, the plain truth is that I have no idea, but it does seem to me that we've got a very serious US official saying this and also saying that China has tried to obfuscate it, maybe muffle the shockwaves that come out from a test like this. So to me, it would probably be likely that some kind of a test by China has taken place. But I also think there's an interesting question here as to whether or not China did anything wrong, because we need to look carefully at what treaties China has signed up to.
18:17Alice Han:It has signed the Comprehensive Nuclear Test Ban Treaty, but it has not ratified it, which means that, you know, it didn't break any of the precepts of that treaty because it hasn't ratified that treaty. If you look at the Nuclear Non-Proliferation Treaty, which China has signed and ratified, then that treaty actually does not prohibit tests. It discourages them, but it doesn't prohibit them. So I think there's an interesting question here. My guess would be that this US official is speaking from a position of having some evidence. We all know that the US monitors Chinese territory very, very carefully with all kinds of spy satellites that cover probably every inch of the testing area.
19:08Alice Han:But the second point is that China hasn't actually done anything wrong according to the treaties that it has signed. At least that's my take on it, Alice. What are you seeing?
19:19James Kynge:Yeah, I completely agree with you, James. I think the real issue for the US administration is that they have no leverage against China on this issue. As you rightly point out, China hasn't signed any document that prohibits them from this kind of testing. And certainly there isn't a bilateral agreement like we've had in recent years between Russia and the US that also curtails China from doing these nuclear tests. The timing couldn't be more interesting because obviously on February 6, we had the expiration of the last major nuclear arms control treaty between the US and Russia. And a lot of, if you go back to the Cold War, the relationship between Moscow and Washington was built around strategic arms controls.
20:03James Kynge:So the question that is then begged is, you know, we've got two months until the April potential meeting between Trump and Xi. Will both sides make a big deal about this? Certainly, it seems like the Americans are very concerned, but could there be some kind of a framework? I'm a little bit skeptical. But this, I think, is going to be one of the, I would say, difficult issues between Beijing and Washington to discuss this year. Add that to the list of other things that China is unhappy about, the Panama deal, for instance. Also, Japan, which we haven't mentioned, where Takeji has had a landslide victory, that could have massive implications for US-China relations as well.
Read the full transcript
20:44James Kynge:So I see a lot of rocky obstacles to this April meeting. I don't think it's going to be smooth sailing between now and when Trump and Xi are supposed to meet in China and Beijing. And one last thing that I'll end on is it's interesting to note that China is still very, very much behind on its nuclear weapons arsenal. Russia has the most, which a lot of people actually don't know. It's got 5 ,500 nuclear weapons, followed by the US at 5 ,300. And China only has 600. Now, the Pentagon says they predict that that arsenal will grow beyond a thousand operational warheads by 2030. But from China's point of view, they want to continue to build its nuclear stockpile because they're quite a bit behind.
21:26James Kynge:And if we think about the timeline to a Taiwan showdown, having a nuclear war chest is going to be critical.
21:34Alice Han:Completely agree, Alice. I think, you know, the idea that China is going to sign up now to a regime which is led by the US and which would restrict China from building new warheads and testing the warheads it needs to test in order to make sure that its nuclear arsenal is operational is for the birds. I really don't think China is in any mood to do that. China is, as we often discuss on here, on course to become the leading superpower. That is its aim. It wants to present an extraordinary level of military prowess so that it can achieve its strategic aims, such as eventually take back Taiwan or take back the first island chain.
22:17Alice Han:This is what Xi Jinping's program is all about. It's a security first vision for China's place in the world. And therefore, I don't think that the U.S. really has much hope of inveigling China into some kind of a negotiating situation ahead of the April meeting between Trump and Xi. I just don't see that happening. I would say that China would be highly resistant to this type of nuclear arms control in the foreseeable future.
22:49James Kynge:I would agree with that. And what is different from the Soviet-American experience during the Cold War is that China is still a great degree behind the Russians and the Americans. So it has an incentive to massively build up its nuclear arsenal. Whereas if you look back to even as late as the 80s during the time of Reagan and Gorbachev, there was an incentive given that both were neck and neck in the nuclear stockpiling for both of them to say, hey, we need to take a step back from the brink and try to limit our nuclear capabilities. China is not in that position. And as you rightly say, James, it has an incentive from a strategic standpoint to keep building it because it gives it more coverage and capabilities if there is a Taiwan showdown.
23:36James Kynge:So again, I think that this story is another example in which, you know, US and China, beyond the dovish signs that we're seeing between Trump and Xi in recent months, has a lot of thorny, intractable issues that they need to deal with. And it's unclear to my mind that this will actually be dealt with. I think China's strategic priority will be to get Trump to focus on trade, maybe on currency, but really to steer clear from some of these strategic issues like Taiwan, like the nuclear rollout and testing. And on that note, I do wonder how Japan fits into this. We haven't talked about it yet, but this week, Takaiichi's had a landslide victory in the lower house.
24:23James Kynge:I think that's going to have implications for China's policy in the region.
24:28Alice Han:Well, I mean, I think, first of all, that Sanai Takaiichi's victory was really quite stunning. And I think it can be seen, to some extent at least, as powered by China. China's uncompromising stance towards Japan over what Takeichi said about disputed territories between China and Japan has definitely, I think, propelled some of the voters to vote for her. It's created this sense of unity among the Japanese. And of course, Japanese culture and society is famed for its sense of unity. And it seems to me that that is partly what's happened in the very, very strong vote that she has received. How that now plays out is another question.
25:15Alice Han:I would say this bolsters Takeichi's stance of effectively remaining unmoved by Chinese pressure. But we don't know how deep the Chinese pressure will get. We don't know whether China will deploy all kinds of other economic tools against Japan. And if that was to happen, then the pressure could build to a level at which Takeichi just simply couldn't resist it anymore.
25:39James Kynge:Yeah, I'm quite worried. Now, if you look at Japan's constitution, they can't become a nuclear power. She would need a supermajority in both the lower and the upper house to change that. So it's unlikely that we see a nuclearized power in Japan. But what could be an issue, I think, in the coming year or two is seeing whether or not she issues verbal and even military support to Taiwan. Now, there's speculation that the U.S. is going to do more arms sales to Taiwan this year. If Japan's part of that mix, I worry that there's going to be more diplomatic and coercive pressures in the form of export restrictions from China to both Japan and the U.S.
26:20James Kynge:So I think we shouldn't continue to watch that. That is a real concern to my mind. OK, let's take one last quick break. Stay with us.
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27:33James Kynge:Welcome back. After years of pandemic closures, China's underground club scene is roaring back to life. From Shanghai to Chengdu, DJs, photographers and diehard clubbers are reclaiming the dance floor, reviving the energy and communities that make the nights unforgettable. And it's not happening in a vacuum. At the same time, global music is crossing borders in new ways, whether it's Bad Bunny topping charts in China after his historic Grammy win and Super Bowl halftime show, or international sounds finding new audiences in China. There's a sense that nightlife culture is reconnecting China to the world again.
28:11James Kynge:James, I'm going to ask you straight out. Have you ever been to a Chinese undergrad club?
28:16Alice Han:Well, I have, but certainly not in the era of Bad Bunny.
28:20James Kynge:Oh, that surprises me.
28:22Alice Han:But yeah, I mean, I have actually. I've been to quite a few Chinese underground music clubs back in the day. They kind of pop up in hidden makeshift venues like abandoned air raid shelters or industrial spaces. Even way back in the 80s, actually, there was a very famous Chinese rock singer called Sui Jian. He's known as the father of Chinese rock. He used to work in the Beijing Philharmonic Orchestra, but then he picked up his electric guitar, he had a kind of Springsteen-esque kind of raspy voice. And he used to sing about how people had nothing. I mean, his most famous song was called Nothing to My Name.
29:09Alice Han:And I remember he sang it in Tiananmen Square to the protesting students in 1989. And it's all about a young guy saying to his girlfriend, will you go with me? And she laughs at him because he knows he's got nothing to offer. And then at the crescendo of the song, he notices that her hands are trembling. And he says to her, could it be that you're telling me that you love me even though I have nothing to my name?
29:46Alice Han:so that was the first sort of subculture that i remember in china but it's evolved a lot since then and we're now in the era of of bad bunny so alice tell us all about bad bunny and china and
29:59James Kynge:what the scene is like these days well james i'm normally a boomer in terms of my music interest It's normally jazz and classical music with a bit of alternative rock. But I do have to say that I like Bad Bunny a lot. And I thought his Super Bowl performance, if you haven't seen it, was just an absolute wonder to behold. It was artistically, creatively beautiful to watch. And at a time like this in the political environment in the US, I think so needed. So I highly recommend watching this afterwards. But fun fact, I was looking this up, that Bad Bunny's name in Chinese is Huai Pitu, which if you know Chinese, it means literally bad, naughty bunny.
30:39James Kynge:I think that's actually quite interesting. And I've seen more memes in China of Bad Bunny, Huai Pitu. His album has reached number one on the Apple Music chart in China. So it's definitely gaining traction in China at a time where in the last year or two, we've seen a lot of big foreign musicians, whether it's Kanye or Katy Perry, going to China and doing live concerts. I believe Katy Perry recently was there in Hangzhou. I saw a lot of videos of her performing too. And we talked about it previously, James. I think part of this push is really consumer-led. The government really wants to boost the consumption related to music tourism.
31:20James Kynge:According to China Association of Performing Arts, for every single yuan spent on concert tickets, it generates around five yuan in surrounding consumption for the local city. So that's a 5x return. And at a time where China really wants to boost consumption throughout the nation, I think this can be seen as one of the pillars in which it wants to achieve this. But it's been a big reversal because if you recall, really from 2020, I would say to 2024, there was a real slowdown and even clampdown on Chinese music concerts and the underground music scene. I'll give you an example. I see Michael Pettis, who is a well-known China economist and expert, quite regularly in China.
32:02James Kynge:I remember just after COVID, I think around 2023, seeing him in his Beijing hutong. And he said that, unfortunately, the underground scene, which he's really involved in the music scene, has pretty much died. He said prior to that, you know, Beijing was one of the most dynamic underground rock scenes around the world, which is part of why he funds underground rock artists. And he's got his own label, I believe, still in China. So he's a very, very cool bloke. But last year when I saw him, he was saying that a club that he's involved with has just started up again. and that even though they're not going back to the heydays of Beijing rock, things are starting to improve and come back to life again.
32:41James Kynge:But this is a good representation of how we're starting to see this new generation approach music. There's a Chinese expression for these underground raves. Effectively, it's called yedi, which means wild dances. And these Chinese youngsters who get involved in this, they are told where these events are very last minute and in cryptic ways so as not to attract the attention of local authorities. And they advertise it online to would-be listeners and fans. So it's an interesting way in which Chinese youths are trying to go about it to avoid too much attention from authorities. Because remember, drugs are illegal.
33:24James Kynge:The Chinese authorities heavily frown down on profanities and a lot of the culture attendant to underground music scene or rap culture, you know, tattoos, drugs, for instance. But we're starting to see things trickle back. And that's been interesting to see in tandem with government support of music, tourism and music concerts. There's more talk I've seen recently about trying to create super concerts, kind of like Coachella in China. There's a couple already that are happening, but expanding that so that China becomes a big music festival scene. I would have been surprised if you told me this a couple of years ago, but here we are.
34:00James Kynge:All right, James, you know what time it is. It's prediction time. As you peer into your crystal ball, what is your prediction for the week?
34:07Alice Han:Right. Okay. This week, I'm looking again at humanoid robots. Last year, humanoid robot sales in China are estimated to have totaled about 13 ,000. So that means 13 ,000 humanoid robots sold over the entire year. Now, we should remember that last year was the first year of mass production for humanoid robots in China, or for that matter, anywhere else in the world. So my prediction is this year, there will be around 30 ,000 humanoid robots sold in China. That is obviously a significant increase. And then by a year like 2030, that number is going to go up to about 400 ,000 units. We're headed towards a very sharp trajectory in annual sales increases for humanoid robots.
35:04Alice Han:It's going to become a robot nation by 2030, I think. What about you, Alice? What kind of prediction have you got?
35:11James Kynge:Well, it's related to the Japan story that we've been tracking. I expect China will test out a lot of its export controls with greater frequency and degree on Japan in the coming months. I think Takeji has been emboldened in her hawkish stance on China. The Chinese don't like it. And in a way, they will use Japan and the sanctions they put on Japan as a warning to Washington. so I could foresee further ramp up in restrictions on some of the critical minerals, some industrial goods and intermediate inputs on the grounds that they do will use technologies. And that will be a warning shot, I think, both for other countries in the region, but in particular for the U.S.
35:51James Kynge:at a time where we've got that critical April summit that could happen between Xi and Trump in China. All right, that's all for this episode. Thank you for listening to China Decode. This is a production of Prof G Media. Our producers are David Toledo, Eric Janikas, and Ness Smith-Savadoff. Our research associate is Dan Shalan. Our engineer is William Flynn. Our social producer is Jesse Millwood. Our technical director is Drew Burrows. And our executive producer is Catherine Dillon. Make sure to follow us wherever you get your podcasts so you don't miss an episode and talk to you again next week.
36:32Scott Galloway:Thank you.
From the publisher
In this episode of China Decode, Alice Han and James Kynge dig into China’s so-called “genius camps” — the small, brutally selective talent pipeline behind many of the country’s biggest tech and AI breakthroughs. Then they turn to rising nuclear tensions after the U.S. accuses China of having conducted a secret nuclear test in 2020, just as the last major U.S.-Russia arms control treaty expires. How credible are the claims, and what does this mean for global nuclear negotiations? Plus, China’s underground club scene is roaring back after years of pandemic closures, as global music crosses borders in new ways — including Bad Bunny topping the charts in China.
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