SCSP's David Lin and Channing Lee break down Xi Jinping's debut appearance at China's World AI Conference, days after Moonshot AI dropped Kimi K3, China's largest-ever open-weight model. They unpack the new 29-country World AI Conference Organization (notably missing any G7 nations), and why "good enough" Chinese open-weight models are winning adoption across the Global South by default. Plus: are China's EV sales really slumping, or is the story more nuanced? And Channing shares takeaways from a recent trip to Taiwan on chip industry history and rising economic confidence. #China #AI #NationalSecurity #Taiwan