Kyle Chan ✓
@kyleichan · Washington, DC · joined 01 Nov 2010
Fellow at @BrookingsInst China tech: AI, chips, robotics, EVs, clean energy High Capacity newsletter & podcast: https://t.co/D6k0b2dJgZ
50 873Followers
1 643Following
8 623Posts total
2.7MViews on collected posts
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@kyleichan Both sides are positioning. Give it time.
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@kyleichan Because it is. US is trying to contain, stop China's rise. And you know this, that's why you love this anti China actions. You love them because you know they are aimed to contain China.
And yes China is not responsible for the climate change, US and its dogs are
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@kyleichan Carbon restrictions can clearly be used to constrain developing countries’ growth. Ding Zhongli warned the West wouldn’t sustain emissions cuts—and he was right.
https://t.co/7fNOhniuJi
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China is pushing back against calls for an AI slowdown, saying it’s just a plot to stymie China’s AI progress.
In the early days of climate talks, some influential Chinese voices argued climate was a US plot to slow down China’s development, as I wrote: https://t.co/lqI40YH3fV
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@kyleichan Chinese government views AI in largely the same way as it viewed the Internet in the 90s and early 2000s.
Loss of control over information control vs. loss of control over agents and systemic risk.
Existential risk (the main focus in Western AI community) is a subset
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This UBS estimate that China is 15 years behind on EUV needs some caveats.
First, information is very hard to get on China’s EUV efforts—for a reason. All estimates have large error bars.
Second, this estimate seems based on where ASML was in 2004. Back then, EUV was being
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Geely exec says they used automation at one EV plant to reduce workers by over 60%.
This would be much, much harder at many US and German auto plants. https://t.co/wedNXKYpa7
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This is quite stunning.
China’s vast electric vehicle fleet can be flexed during an oil supply shock and offset the equivalent of the UK’s entire oil consumption.
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@kyleichan @tszzl Thanks for the genius analysis where we make vapid one dimensional assumptions and broad generalizations about China and pretend those don’t apply just as crudely to the US.
Have you considered writing for The Atlantic? https://t.co/fJNENpMsNJ
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Oil use displaced by EVs in China in H1 2026 exceeded the UK’s total oil use over a six-month period.
The effect of EVs on oil use was almost twice as large as would be expected based on the increase in the number of EVs on the road alone, as the usage of existing EVs surged. ht
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@kyleichan Technological loss of control also means supply chain vulnerability. If the tools stop coming, the AI race stops with it. Time to audit your supply chain.
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This is the big takeaway from my piece on China, climate, and AI: https://t.co/5Ll1saHc1A
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When Xi Jinping mentioned “technological loss of control” 技术失控 at WAIC, some read this as a sign that China was seeing AI risk like the US.
But “loss of control” can mean different things in China, like loss of state control over a technology or system. It often does not
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@kyleichan This army of robots in the background is the actual flex 😳 https://t.co/W5h4qlm4FD
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0:05
@kyleichan is this a robot army marching at 00:31?
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@kyleichan i can see many tennis people wanting one to practice with
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This is the most impressive to me, more than the 100m world record.
This requires autonomous real-time planning and action in response to a fast-moving target and dynamic environment.
Galbot is one of China’s top humanoid robot startups. https://t.co/HLvqIT9l2O
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0:43
@kyleichan Amazing! The first UChicago '09 graduate on a NYT podcast?
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@kyleichan @DouthatNYT Good talk.
I’d disagree with Kyle’s assessment that China’s top-down model in the Mao era in terms of developing technology “failed miserably”, after all it was in that era China developed their nuclear and hydrogen bombs and laid the foundation of their s
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I had an awesome time talking with @DouthatNYT on his Interesting Times podcast for The New York Times. https://t.co/VkheMBQgKc
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@kyleichan Thanks again Kyle, we definitely need to do this again in the future.
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@tphuang Watch or listen on YouTube: https://t.co/m4amgagSTy
Apple Podcasts: https://t.co/zbKRRex1GA
Spotify: https://t.co/o4cqCsiaGw
Note: Video is just me. TP is audio only.
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I've been looking forward to this for a long time.
@tphuang and I talk about China & AI supply chains:
- DeepSeek V4 + Huawei chips
- AI bottlenecks
- Energy infrastructure
- Edge AI
- Robotics supply chains
Special crossover episode of High Capacity podcast & China Tech Talk👇
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@kyleichan Communist Advantage
1.Long-term planning
2.creation of Industrial cluster
3. government and SOE Support
4.Mobilization resources (Including education)
Capitalism Advantage
1.Innovation through competition
2.Efficient allocation of capital to gain profits
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@kyleichan BYD Electronics is no 8.largest electronics contract manufacturer in the world.https://t.co/XBNR86rHD4
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I write the popular High Capacity newsletter on China’s tech + industrial policy: https://t.co/hQABm1yuBB. Over 15,000 subscribers in 140 countries.
Plus, check out the new High Capacity podcast on China’s tech. On YouTube, Spotify, Apple Podcasts: https://t.co/1gfpx33yJk
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Against accounts of the same size
19 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.
Median views4 218this account924median for 10K–100K
Reach, %8.29%this account3.62%median for 10K–100K
Engagement, %0.44%this account1.52%median for 10K–100K
| Metric | This account | Median for 10K–100K | Ratio |
|---|---|---|---|
| Median views per post | 4 218 | 924 | 4.56× |
| Reach (views ÷ followers) | 8.29% | 3.62% | 2.29× |
| Engagement rate | 0.44% | 1.52% | 0.29× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
4.2K3 Sep
1.1K
3.3K
780
60.2K
893
16.4K
7.3K
19.6K
2.6K
43K15 Sep
2K
857
638
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
1.16%3 Sep
0.00%
0.27%
0.00%
0.44%
0.22%
1.86%
2.56%
1.54%
0.86%
0.36%15 Sep
0.39%
0.12%
0.00%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes70.3%11 009 in total
Reposts9.2%1 436 in total
Replies2.1%328 in total
Quotes2.3%356 in total
Bookmarks16.2%2 530 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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