For years, Silicon Valley believed it would dominate artificial intelligence through closed, proprietary models. But what happens when China releases powerful open-source AI that anyone can run?

In this episode, Carl Zha joins Jamarl Thomas to break down one of the biggest technological and geopolitical shifts happening today.

They examine why Chinese AI companies are disrupting America's business model, whether the AI investment boom has become an unsustainable bubble, and how Europe's sanctions on China could end up hurting Europe more than Beijing.

The conversation also explores the escalating South China Sea confrontation between China and the Philippines, the historical origins of the Spratly Islands dispute, and how great-power competition is reshaping global politics.

Topics Covered

Why China's open-source AI threatens Silicon Valley
Is the AI boom becoming another dot-com bubble?
Europe's sanctions against China and China's retaliation
The future of NVIDIA, OpenAI and AI infrastructure
South China Sea tensions explained
The history behind the Spratly Islands dispute
US-China strategic competition
Europe's economic future
Rare earths, supply chains and technology competition

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