James Wang, partner at Creative Ventures, joins to discuss:

Huawei breakthrough implications and why NVIDIA's CUDA will make it particularly difficult to create a useful domestic AI chip

Why China's AI companies have been underperforming my expectations

How semiconductor industry dynamics parallel the challenges facing AI startups

How pizza machines explain AI's future impact on the labor market

Challenges and opportunities in investing in deep tech, including the eager but raw founder talent pool as well as the importance of market structure and distinguishing between R&D and engineering risk

This show was brought to you by Creative Ventures. Creatives Ventures is at https://creativeventures.vc/James writes at https://weightythoughts.com/ and tweets at @AJamesWangOuttro Music: the legendary Combination Pizza Hut and Taco BellLearn more about your ad choices. Visit megaphone.fm/adchoices