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  1. The Prof G Pod with Scott Galloway
  2. China Decode: The AI Race Just Took a Stunning Turn
China Decode: The AI Race Just Took a Stunning Turn

China Decode: The AI Race Just Took a Stunning Turn

The Prof G Pod with Scott Galloway · Jun 9, 2026

China's surge in physical AI challenges US tech dominance. Also discussed: Xi's complex diplomatic visit to North Korea & a food delivery crackdown.

China Holds Delivery Platforms Accountable for Third-Party Vendor Food Safety

Facing a "ghost kitchen" crisis, Chinese regulators are shifting liability. They now require delivery platforms like Meituan to act as "gatekeepers," holding them primarily responsible for the food safety and hygiene of the third-party restaurants and kitchens operating on their network.

China Decode: The AI Race Just Took a Stunning Turn thumbnail

China Decode: The AI Race Just Took a Stunning Turn

The Prof G Pod with Scott Galloway·5 days ago

China's AI Strategy Bets on Robotics and Physical AI, Not Just Compute Power

While the US outspends China 12-to-1 on compute for LLMs, China invests 42% more in robotics. This focus on "physical AI"—robots that perceive, think, and act—creates a distinct competitive lane where China is building hardware and software advantages over the West.

China Decode: The AI Race Just Took a Stunning Turn thumbnail

China Decode: The AI Race Just Took a Stunning Turn

The Prof G Pod with Scott Galloway·5 days ago

China's Auto and Smartphone Giants Can Pivot to Mass-Produce Humanoid Robots

Chinese industrial companies have supply chains geared for rapid pivoting. This agility allows automotive and smartphone manufacturers like BYD to quickly enter and scale humanoid robot production, leveraging existing infrastructure and expertise to gain a competitive edge in the emerging market.

China Decode: The AI Race Just Took a Stunning Turn thumbnail

China Decode: The AI Race Just Took a Stunning Turn

The Prof G Pod with Scott Galloway·5 days ago

Advanced Robotics Fuses Physical Robots with Predictive "Digital Twin" Avatars

The cutting edge of physical AI involves more than just programming a robot's response to a stimulus ("policy"). It also requires a "world capability"—a virtual twin that simulates and predicts outcomes, allowing the physical robot to choose intelligent actions based on those predictions.

China Decode: The AI Race Just Took a Stunning Turn thumbnail

China Decode: The AI Race Just Took a Stunning Turn

The Prof G Pod with Scott Galloway·5 days ago

Chinese Wineries Are Now Price-Competitive with Elite French Vintages

Far from their previous reputation, Chinese wines are winning global awards and fetching prices above $1,000 per bottle. Some experts now find it difficult to distinguish top Chinese wines from their elite French counterparts, signaling a dramatic shift in the luxury wine market.

China Decode: The AI Race Just Took a Stunning Turn thumbnail

China Decode: The AI Race Just Took a Stunning Turn

The Prof G Pod with Scott Galloway·5 days ago

China's Hardware Dominance Creates a Physical Data Moat for Robotics AI

China's scale in physical hardware like drones and autonomous vehicles generates a vast dataset of multimodal data (sound, vision, LiDAR). This real-world data, underappreciated in the text-focused West, gives Chinese companies a significant advantage in training intelligent physical AI models.

China Decode: The AI Race Just Took a Stunning Turn thumbnail

China Decode: The AI Race Just Took a Stunning Turn

The Prof G Pod with Scott Galloway·5 days ago

Russia's Growing Influence on North Korea Undermines China's Leverage

Russia has become a "third wheel" in the China-North Korea relationship, providing military tech and battlefield experience. This gives Kim Jong Un an alternative great power to engage with, diminishing Beijing's traditional role as Pyongyang's primary patron and complicating regional dynamics.

China Decode: The AI Race Just Took a Stunning Turn thumbnail

China Decode: The AI Race Just Took a Stunning Turn

The Prof G Pod with Scott Galloway·5 days ago