The Prof G Pod with Scott Galloway

China Decode: Taiwan's Record Defense Budget, Evergrande's Life Sentence, and China's Robot Boom

47 min · 25. elo 2026
jakson China Decode: Taiwan's Record Defense Budget, Evergrande's Life Sentence, and China's Robot Boom kansikuva

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Alice Han and James Kynge start in Taipei, where the government has approved a record $35 billion defense budget for 2027 — an 18.2% jump — coming right on the heels of this year's Han Kuang drills, which mobilized nearly 22,000 reservists and adopted U.S.-style command tactics for the first time. They dig into what it means for Taiwan's military readiness, and whether this is more about deterring China or convincing Washington. Then: Evergrande founder Hui Ka Yan — once China's richest man — has been sentenced to life in prison for financial fraud on a staggering scale, closing the book on the world's largest corporate liquidation tied to the property sector. Alice and James ask whether the sentencing does anything to fix China's still-struggling housing market. Finally: China's humanoid robot industry is booming — Chinese vendors account for 97% of global shipments — but who's actually buying them, and how much of the demand is real versus a "circular financing" loop that inflates the numbers? Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com [http://chinadecode.profgmedia.com]. Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

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jakson China Decode: Taiwan's Record Defense Budget, Evergrande's Life Sentence, and China's Robot Boom kansikuva

China Decode: Taiwan's Record Defense Budget, Evergrande's Life Sentence, and China's Robot Boom

Alice Han and James Kynge start in Taipei, where the government has approved a record $35 billion defense budget for 2027 — an 18.2% jump — coming right on the heels of this year's Han Kuang drills, which mobilized nearly 22,000 reservists and adopted U.S.-style command tactics for the first time. They dig into what it means for Taiwan's military readiness, and whether this is more about deterring China or convincing Washington. Then: Evergrande founder Hui Ka Yan — once China's richest man — has been sentenced to life in prison for financial fraud on a staggering scale, closing the book on the world's largest corporate liquidation tied to the property sector. Alice and James ask whether the sentencing does anything to fix China's still-struggling housing market. Finally: China's humanoid robot industry is booming — Chinese vendors account for 97% of global shipments — but who's actually buying them, and how much of the demand is real versus a "circular financing" loop that inflates the numbers? Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com [http://chinadecode.profgmedia.com]. Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

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jakson The Truth About the Entrepreneurship Boom, and How to Manage Cash Flow as a Founder kansikuva

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Scott Galloway explains why the solopreneur boom isn't actually distorting the jobs report, breaks down how founders can survive a brutal early cash flow crunch, and shares how he thinks about talking to his kids about complicated family relationships. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit [https://www.reddit.com/r/ScottGalloway/comments/1vdrsoz/got_a_question_for_scott_ask_here_august_thread/?share_id=PotgDlGOO42KpEq8O83OI&utm_content=share_button&utm_medium=web3x&utm_name=web3xcss&utm_source=share&utm_term=1]. Plus, you can now call or text Scott a question at our new Office Hours hotline: ‪(201) 472-3656‬. Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

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