China Decode: Hong Kong's AI Crackdown, Lululemon’s Marketing Backlash, and World Cup Fever

Alice Han and James Kynge dive into why JPMorgan has cut its Hong Kong employees off from Anthropic's Claude. That comes after Goldman Sachs quietly restricted AI access for their employees in the city. With ChatGPT already blocked on the mainland, are U.S. companies drawing a new line around Hong Kong? And what does it mean for the city's future as a global financial hub? They also discuss Lululemon's Great Wall yoga festival, which was meant to celebrate Chinese culture. Instead, a Japanese-style drum in the promotional imagery set off a nationalist firestorm — over 50 million views on Weibo and counting. It's the latest in a long line of foreign brand missteps in China. Why is it so hard to get it right? And finally: China hasn't qualified for the World Cup — but football fans have found someone to root for: Chinese referee Ma Ning, who has picked up sponsorships from Lenovo and Hisense and 210,000 new social media followers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🚨 INSIDER ALERT: PROPRIETARY ACCESS
The difference between a CEO and an employee is information velocity. We’ve unlocked two temporary access points for our premium community.

🔥 [REVEALED: THE NEXT MASSIVE MARKET SHIFT]
🔥 [CLAIM YOUR FINANCIAL SURVIVAL KIT]
Expires at market close. Get in or get left behind.