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High Capacity

China's tech and industrial policy: manufacturing, global supply chains, AI, clean tech, EVs, trade, economic competition.

Newsletter · By Kyle Chan · English · Official site

Indexed issues, last 90 days
8
Latest publication
Sep 18, 2026
Audience
Checking…
Earliest in this view
Jul 3, 2026

Latest issues

  1. Issue · Sep 18, 2026

    Is China getting more worried about AI risks? (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!9ybc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd42fbde6-c400-4ee8-8cb0-5b98c839e7d4_2560x1440.pn

  2. Issue · Sep 13, 2026

    Podcast: Are the US and China in an AI Race? AGI vs. Diffusion, AI Risk, Bad Actors, the Case for Cooperation (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!Xv0t!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac4e8cca-f419-48fe-a7cb-0f2331f0179e_1280x720.png"

  3. Issue · Aug 30, 2026

    How China became climate-pilled—and what that means for AI (opens the original)

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    <img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!g7du!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F37d51493-f380-4daa-9c14-8bb057418496_1535x1024.pn

  4. Issue · Aug 16, 2026

    Podcast: China's hidden AI economy (opens the original)

    Excerpt · Critical tone

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    <img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!-7jm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3f25b6db-4d23-47e5-ac77-d4608c7919d6_1280x720.png"

  5. Issue · Jul 27, 2026

    China's global AI strategy (opens the original)

    Excerpt

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    <img alt="Full text: Xi's keynote speech at the 2026 WAIC opening ceremony - CGTN" class="sizing-normal" height="562" src="https://substackcdn.com/image/fetch/$s_!MvCB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com

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Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.

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