Hong Kong's AI Crackdown, Lululemon’s Marketing Backlash, and World Cup Fever | China Decode
Scott Galloway and Ed Elson look at US AI restrictions on Hong Kong, the semiconductor export battle, and how Western brands keep stumbling on Chinese social media.
The gist
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US companies like Anthropic are blocking Hong Kong employees from advanced AI tools, eroding the territory's value as a hybrid East-West hub.
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Semiconductor equipment, specifically ASML's EUV lithography machines, is the real chokepoint in US-China tech competition, not AI software restrictions.
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Lululemon, D&G, and Versace all triggered nationalist boycotts in China because headquarters lost touch with what regional audiences consider offensive.
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Chinese parents favour individual sports like golf and tennis over soccer because individual events offer more predictable returns on training investment.
The Prof G Pod – Scott Galloway and This Week in Startups agree on 3 things
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17:25
Lululemon
· "Active web brand Lululemon recently held a promotional event for the brand at the Great Wall of China. It..."
27:37
Xiaohongshu
· "Xiaohongshu, which is China's Instagram, is effectively the strategic partner to China Media Group. They..."
33:53
Tencent Cloud
· "Chinese tech companies like Tencent Cloud are actually responsible for two-thirds of the official World Cup..."
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