Trump Xi Summit Decoded: Thucydides Trap, Boeing Deal & China AI Chip Strategy - E697

Jianggan Li, Founder of Momentum Works, joins Jeremy Au to unpack the Trump Xi Beijing summit, the first US presidential visit to China since 2017. They decode the optics of Zhongnanhai Garden and the Temple of Heaven, Xi Jinping's Thucydides Trap reference, the 200 plane Boeing deal, and why the absence of major deliverables is itself a strategic win. The conversation dives deep into the AI chip war, why NVIDIA's market share in China collapsed from 95% to under 10%, how the US export ban accelerated Chinese semiconductor self-reliance, and DeepSeek's reported 50 billion RMB funding round with the founder personally contributing 20...