Eric Schmidt and Selina Xu, DeepSeek. Temu. TikTok. China Tech Is Starting to Pull Ahead. NYTimes. May 5, 2025.
China’s top leaders did not appear to fully grasp the power of artificial intelligence in July 2023, when one of us, Eric, and Henry Kissinger met them. Economic malaise hung in the air. But when the other of us, Selina, returned to China just 19 months later, the optimism was palpable.
Dinner conversations were dominated by DeepSeek and other A.I. chatbots. Electric cars whizzed by, while apps offered drone food delivery. Unitree humanoid robots danced and spun handkerchiefs onstage during the “Spring Festival Gala,” China’s most-watched TV program, making the company a household name overnight.
This is the country we’re dealing with. China is at parity or pulling ahead of the United States in a variety of technologies, notably at the A.I. frontier. And it has developed a real edge in how it disseminates, commercializes and manufactures tech. History has shown us that those who adopt and diffuse a technology the fastest win.
So it’s no surprise that China has chosen to forcefully retaliate against America’s recent tariffs. To win the race for the future of technology, and in turn the war for global leadership, we must discard the belief that America is always ahead.
From copycat to juggernaut:
In a dozen years, China has gone from a “copycat nation” to a juggernaut with world-class products that have at times leapfrogged those in the West. Xiaomi — once best known as a maker of iPhone knockoffs — delivered 135,000 electric cars last year, while Apple gave up on its effort to produce an E.V. after burning $10 billion over a decade. China is now racing to deploy robots at scale, outlining plans for mass production of humanoids; in 2023, the country installed more industrial robots than all other nations combined. Along the way, the country also cultivated an abundance of STEM talent, robust supply chains, incredible manufacturing heft and a domestic ecosystem so brutally competitive that the only way to survive is to never stop iterating.
This China-dominated future is already arriving — unless we get our act together.
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