The Big View

The scientist and investor Kai-Fu Lee has spent decades working on self-teaching computers. In this episode of The Big View, he tells Peter Thal Larsen why most companies aren’t seeing benefits from AI, and why those that develop new applications will reap the biggest rewards.

Kai-Fu Lee: AI Native: The Mandate to Transform Your Company

Kai-Fu Lee: AI Superpowers: China, Silicon Valley and the new world order

The Big View: The right way to prepare future workers for AI

The Big View: McKinsey’s CFO on the benefits and costs of AI

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Brussels persuaded Beijing to cap exports of hybrid autos at 350,000, easing pressure on a key industry. Is it a model for future deals? On this episode of The Big View, Sam Lowe of Flint Global tells Peter Thal Larsen why Chinese negotiators have good reasons to seem reasonable.

Substack: Most Favoured Nation

Viewsroom: China-EU auto wars drive to in-Seine level

The Big View: Why trade flows are so enduring and hard to stop

The Big View: Trump’s biggest trade shock is yet to come

The Big View: How to navigate Trump’s trade wars

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Ageing workers, high debt, obsolete tech and polarised politics weigh on the continent’s prospects. But is the gloom excessive? In this episode of The Big View, ING Chief Economist Marieke Blom tells Peter Thal Larsen some flaws are exaggerated and others a chance to catch up.

Marieke Blom: Europe’s Pitch Book

Mario Draghi: The Draghi report on EU competitiveness

Breakingviews: Why Europe could be the real winner of the AI boom

The Big View: Why central bankers face an inflation reckoning

The Big View: How a French building giant tackled fragmentation

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Stock markets are flashing familiar warnings: abundant liquidity, high leverage, frantic trading, and exuberant retail investors. In this episode of The Big View, the financial historian Edward Chancellor tells Peter Thal Larsen why this market may be the most speculative ever.

Edward Chancellor: “The Everything Bubble is back and bigger than ever”

Edward Chancellor: “China’s slow bull market is poised to take off”

The Big View: “A stock market veteran’s view on the AI bubble”

The Big View: “How AI shockwaves ripple through financial markets”

The Big View: “What financial history tells us about the AI boom”

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Global data traffic depends on a 1.4 mln-kilometre underwater network that has become a geopolitical battleground. On this episode of The Big View Katja Bego, author of ‘Deep Connections’, tells Peter Thal Larsen why the cables are vulnerable, and whether they can become less so.

Katja Bego: Deep Connections: The Hidden Battles to Control Subsea Cables

The Big View: Why trade flows are so enduring and hard to stop

The Big View: How the Strait of Hormuz changes economic warfare

The Big View: The perks and penalties of waging economic war

The Big View: The power and peril of American economic warfare

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