{"podcast":{"title":"China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets","slug":"china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760","podcast_index_feed_id":7871760,"rss_url":"https://feeds.fexingo.com/business/china-economy.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/china-economy/cover.png","author":"Fexingo","episode_count":120,"summary":"China's economy is the world's second-largest, yet its policy signals can feel opaque. Lucas and Luna cut through the noise each episode, examining Beijing's latest monetary and fiscal moves, trade tensions with the US and EU, and the ripple effects across Asia-Pacific markets. They ground every conversation in real-time data from Chinese industrial production, PMIs, and export figures — no punditry, just the numbers and the strategic outlook. Whether dissecting the PBOC's rate decisions, the impact of export controls on semiconductors, or the shifting dynamics of ASEAN supply chains, this show serves investors, analysts, and executives who need to understand China's role in global markets — not headlines, but the underlying incentives and constraints. Expect a calm, evidence-based dissection of what works, what doesn't, and what could change next. Lucas challenges official narratives with data; Luna asks the uncomfortable questions about debt, demographics, and decoupling. Each episode leaves you with a clearer map of the risks and opportunities in the world's most consequential economy. How will China's stimulus affect your portfolio — and when does the trade war become a cold w…","last_synced_at":"2026-07-19T06:17:55.317167+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760"},"episode":{"title":"How Chinas AI DeepSeek Is Upending the Model Cost Curve","slug":"how-chinas-ai-deepseek-is-upending-the-model-cost-curve","published_at":"2026-07-18T06:28:11+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-chinas-ai-deepseek-is-upending-the-model-cost-curve","show_page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760","url":"https://audio.fexingo.com/business/china-economy/episode-0119.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0119.mp3","summary":"Episode 119 dives into how Chinese AI lab DeepSeek has quietly built a large language model costing around $5.6 million to train, versus the $100 million-plus price tags typical for frontier models from OpenAI and Google. Lucas and Luna discuss what this means for the cost structure of AI development, why DeepSeek's approach relies on architecture innovations from an overlooked research paper, and how the price gap could reshape the competitive dynamics between U.S. and Chinese tech companies — without needing trade sanctions or export controls. They also touch on the broader economic signal: if AI compute gets dramatically cheaper, it changes the investment thesis for the entire cloud sector. Market context includes a softening dollar and a yuan at 6.78, which makes Chinese exports even more competitive. The conversation stays grounded in a single concrete case and avoids sweeping predictions. #DeepSeek #AI #ChinaEconomy #ArtificialIntelligence #LanguageModel #CostEfficiency #TechCompetition #OpenSourceAI #CloudComputing #NVIDIA #MoEArchitecture #ModelTraining #ExportControls #Yuan #TradeCompetitiveness #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 119 dives into how Chinese AI lab DeepSeek has quietly built a large language model costing around $5.6 million to train, versus the $100 million-…","key_points":[],"chapters":[],"topics":[],"duration_seconds":537,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/episodes/how-chinas-ai-deepseek-is-upending-the-model-cost-curve/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-chinas-ai-deepseek-is-upending-the-model-cost-curve.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}