Zichen Wang's Exit Interview From America

Bullish:

• $STEM - There is a strong cultural emphasis on STEM education in China, which could lead to continued growth and importance of STEM fields.

  • “Well, in Chinese it's called like if you learn mathematics and the physics and chemistry you can go everywhere and do and do well. And that is still on many Chinese minds.”

    Zichen·20:19
• $AI - China has a significant presence in global AI talent, potentially indicating strong capabilities in the AI sector.

  • “So for example, in AI, I think Jensen Huang of NVIDIA, he said like a few weeks ago I think he was citing Marco Polo, a think tank here, formerly affiliated with the Paulson Institute is that 50% of the global AI talent is Chinese or maybe having some some sort of Chinese heritage.”

    Zichen·20:19
• $CHINAEV - The Chinese EV market is experiencing a boom driven by new, private-run automobile makers, suggesting strong potential in this sector.

  • “What you are seeing in the EV boom in China, the names coming to mind are all very new private run Chinese automobile makers. They didn't exist. They didn't benefit from the sort of state monopoly or preferential loans and, maybe land and all these in kind, subsidies for those.”

    Zichen·28:18

Bearish:

• $CHINASTUDENTS - Increased scrutiny on Chinese students in the US is creating a chilling effect, potentially reducing Chinese student enrollment.

  • “Well, I think it definitely has already had a chilling effect. And I mean, for me personally, I feel very welcomed, and, I feel all the hospitality and warmth from, my American professors, you know, school administrators, and, the prison community of neighbors and my local friends. But for, you know, most of the Chinese students who are currently in this situation are perhaps too scared to speak up.”

    Zichen·8:36
• $USCHINAEXCHANGE - US-China tensions are negatively impacting educational exchanges, with students being caught in the middle of geopolitical issues.

  • “I'm really saddened, and sometimes I'm angry that it's the students. They are at their early twenties or maybe, like, nineteen years ago. They are being made pawns in this game. Come on. They are innocent.”

    Zichen·47:27