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EMQQ Global's Kevin T. Carter joins Ashton Addison to make the case that the valuation gap between US and Chinese AI companies is closing faster than most investors realize. Kevin walks through TGRZ, the China AI Tigers LLM ETF built around DeepSeek, Moonshot AI, MiniMax and
Z.ai, and AICH, the new full-stack China AI ETF that launched the same morning as this interview. Kevin explains why open models are catching up to closed ones faster than expected, why he thinks the US distillation warning against Chinese AI labs is overblown, what's actually driving profitability at these companies, and why American bias against investing in China may be creating the opportunity. He also breaks down the IPO paths for DeepSeek and Moonshot, and where investors can go to learn more about both funds.
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