Sharp China with Bill Bishop
- Épisodes
- 176
- Parution
- hebdomadaire
- Dernier épisode
- 12 Nov 2026
À propos du podcast
Understanding China and how China impacts the world. Hosted by Andrew Sharp and Bill Bishop.
Épisodes 176
Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
On today’s show Andrew and Bill react to reports that Nvidia’s board is set to oust Jensen Huang and Axios reporting on the Trump administration, Elon Musk, and Howard Lutnick’s failure to implement chip …
Notes de l’épisode
On today’s show Andrew and Bill react to reports that Nvidia’s board is set to oust Jensen Huang and Axios reporting on the Trump administration, Elon Musk, and Howard Lutnick’s failure to implement chip controls and entity listings authorized by Trump. Then, in a conversation recorded earlier Wednesday: The fallout from Huang’s confirmation of an affair with Megaspeed executive Alice Huang, who allegedly cooperated with the Ministry of State Security. Topics include why the story emerged now, Alice Huang’s role, corruption under Trump, Nvidia’s dwindling support in Washington, and Jensen Huang’s viability as CEO. Plus: The Busan truce ahead of next week’s Trump-Xi meeting at APEC in Shenzhen, the Party’s appetite for American chips, Megaspeed as a microcosm of controversial Nvidia behavior, possible tighter chip and semiconductor manufacturing equipment restrictions, the risk of a break in US-China relations, and Huang’s fate.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Nvidia is Preparing to Oust CEO Jensen Huang — Wall Street Journal
Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him — New York Times
Scoop: Lutnick stalled Trump’s Nvidia–China chip curbs after Oval talks — Axios
Prepping for APEC; Nvidia’s China mess; October trade data — Sinocism
Nvidia’s mess; US-China prep for APEC; Stabilizing the stock market — Sinocism
Rubio Warned Officials About Nvidia Chief’s Entanglement With Chinese Spy — New York Times
US believes Nvidia’s Huang had romantic relationship with alleged Chinese spy — Financial Times
Statement From NVIDIA Board of Directors — NVIDIA
Despite Denial, Trump Was Told on Trip to China About Spying on Nvidia Leader — New York Times
Nvidia Counsel Called Commerce Official About Alice Huang — Bloomberg
Commerce Dept. Chip Inquiry Was Halted After Nvidia Intervention — New York Times
Jensen Huang’s crisis becomes Nvidia’s Washington problem — Politico
US commerce department delays Megaspeed’s inclusion on trade blacklist — Financial Times
Charles Gasparino: “He’s going to resign” — Fox Business
NVIDIA (NVDA): The China Problem — Culper Research
US warns China it must ‘immediately’ meet terms of Busan trade deal — Financial Times
Nvidia’s Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions — Bloomberg
Nvidia spy allegations likely to spur laws to tighten China’s access to AI chips — Reuters
Chapitres (13)
Parsing the Fifth Plenum; US-China After the Midterms; New Scrutiny for Nvidia?; Cybersecurity and Espionage
On today’s show Andrew and Bill begin by reviewing the readouts from last week’s Fifth Plenum, including signs that corruption crackdowns will continue, additional targets may include retired cadres, and an …
Notes de l’épisode
On today’s show Andrew and Bill begin by reviewing the readouts from last week’s Fifth Plenum, including signs that corruption crackdowns will continue, additional targets may include retired cadres, and an area of convergence with the US on policing “corrupt acts carried out through the internet, virtual currencies ... and the like.” From there: The US-China outlook in the wake of Tuesday’s midterms, including questions about the future of the Democratic Party’s approach to China, turnover at the China Select Committee, unknowns surrounding President Trump’s response, heightened scrutiny forthcoming for Nvidia, and Jensen Huang’s ongoing Megaspeed mess. At the end: Distillation intrigue, a Putin-Trump-Xi summit in Shenzhen, new outbound investment regulations from the Treasury Department, the Washington Post reports on a new Pentagon espionage initiative, an emailer wonders about cyber warfare, and the Mbappé mess remains unresolved.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Fifth Plenum outcomes; Stock market rescue; Middle East diplomacy; “Look East” and “learn from the CPC”; Mbappé mess continues — Sinocism
Cai Qi on the Plenum Resolution; Stock market bounce; US election; Nvidia’s China-related sales — Sinocism
Central Bank to Conduct Third Swap Facility Operation — Caixin
The Fight for the Future of Democratic Foreign Policy — Foreign Affairs
How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy — The Information
Nvidia orders data centre clients to reduce China exposure — Financial Times
How One Country Became the Unlikely Crossroads of the Global A.I. Boom — The New York Times
Oracle cancels $7bn Tencent AI deal under Trump pressure — Financial Times
Nvidia Chief Seen as Target of Chinese Spy Plot — The New York Times
AI on the Ballot — Stratechery
Let China copy American AI — The Economist
Anthropic says new safeguards sharply reduce AI distillation attacks — Reuters
US, Russia and China discuss meeting between Trump, Putin and Xi — Financial Times
China urges US to halt proposed expansion of outbound investment curbs — Reuters
Pentagon looks to build a deep-cover spy program to confront China — The Washington Post
姆巴佩穿越到文革 | 小粉红 |文革 — YouTube: 反動沙雕
姆巴佩在文革 第二集 — YouTube: 反動沙雕
Chapitres (9)
(Preview) Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst
On today’s show Andrew and Bill begin with five questions on the Fifth Plenum as Xi continues his corruption crackdowns and propaganda campaigns emphasize ideological unity and discipline. Topics include: The …
Notes de l’épisode
On today’s show Andrew and Bill begin with five questions on the Fifth Plenum as Xi continues his corruption crackdowns and propaganda campaigns emphasize ideological unity and discipline. Topics include: The logistics of this week’s meeting, the challenge of implementing policies throughout the country, the real corruption crisis that Xi inherited 14 years ago, costs of the crackdowns, and the inevitable arrival of a unified version of Xi Jinping Thought. From there: A tour of the hysterics surrounding Kylian Mbappé and Real Madrid this week, including the benign comments at issue, questions about why this is happening now, how the Party views Mao, how Chinese citizens view Mao, and why, if this is all part of a strategy, it may be a bad one. At the end: More bad news from the stock market as tech stocks continue to collapse, questions about forthcoming policies, and a bittersweet update on Pop Mart’s fortunes in the afterglow of the Labubu craze.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Fifth Plenum begins; October Politburo meeting; Kim Jong Un visits Dandong; Tough proposed US investment rules; AI; GGI — Sinocism
Fifth Plenum; Struggle sessions for Mbappé after calling Mao a dictator; Struggles for A-share investors — Sinocism
Tougher discipline, and Xi’s authority, key at China’s Communist Party’s fifth plenum — Reuters
Xi Corruption Purges Upend Hunt for China’s Next Top Leaders — Bloomberg
Mbappé Apologizes for Perceived Mao Insult After China Backlash — Bloomberg
LALIGA and its President, Javier Tebas, apologise to Chinese fans — La Liga
CMG Sports and Youth Programming Center Spokesperson: We Do Not Accept Real Madrid’s Position — CCTV (Sinocism Translation)
In China, the AI bubble has already burst — Reuters
Pop Mart sales fall up to 50% as Labubu fever ebbs — Financial Times
(Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI related technologies, solar components, and machinery, as well as continued angst surrounding Japan’s rare earth …
Notes de l’épisode
On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI related technologies, solar components, and machinery, as well as continued angst surrounding Japan’s rare earth access. Then: Reactions to strong Q3 GDP numbers in the PRC, continued stock market struggles, questions about GDP targets, and speculation about the agenda for next week’s Fifth Plenum. At the end: The EU signals a willingness to continue protectionist measures in new sectors, a report on new investment deals between the US and China, a potential Putin-Xi-Trump, sanctions on China’s version of Y Combinator, and a Politico report on OpenAI’s suddenly restrained export control lobbying, which spawns a variety of thoughts on the state of US chip policy.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Q3 GDP growth on target; Xi on compute; Export controls; Fifth Plenum watch — Sinocism
Fifth Plenum approaching; EU signaling car deal just the start; Li Qiang going to Russia; The Great Expedition 伟大远征 — Sinocism
China Plans AI Export Curbs to Exert Control Over Key Tech — Bloomberg
Muse Spark Open, Meta + Apple, Thin and Thick — Stratechery Update
US Moves to Bar China’s DeepSeek From Federal Agency Systems — Bloomberg
China Slaps Export Curbs on More Drones and Industrial Machinery — Bloomberg
Japan ‘months’ from running out of critical rare earth as China squeezes supply — Financial Times
China’s economic growth picks up as exports boom, consumers balk — Reuters
Shanghai tops world in empty offices as overseas investment pulls away — Nikkei
China warns EU not to ‘fantasise’ on trade approach as Brussels confirms new ‘kill switch’ — SCMP
UK is prepared to align with EU tariffs on Chinese EVs, minister indicates — Politico EU
US-China negotiators race to nail down concrete deals as Shenzhen Apec looms — SCMP
US Sanctions Chinese Venture Firm in Google AI Secrets Case — Bloomberg
As lame-duck battle over chips heats up, OpenAI pulls back — Politico
The Desperate Hunt for AI Computing Power Is Upending Silicon Valley — Wall Street Journal
(Preview) Brussels and Beijing Make a Deal; Weak Holiday Spending Data; Xi’s Reported Rest Breaks; Peak Dove?
On today’s show Andrew and Bill begin with an extended survey of EU-PRC trade dynamics in the wake of an eventful week. Topics include: a deal on hybrid exports that may have averted a trade war, potential …
Notes de l’épisode
On today’s show Andrew and Bill begin with an extended survey of EU-PRC trade dynamics in the wake of an eventful week. Topics include: a deal on hybrid exports that may have averted a trade war, potential loopholes that may complicate the effectiveness of that reform, the tools proposed by France and Germany that may have forced a compromise, tensions that remain unresolved as the EU Council meets later this week, and a word on currency reforms as the PBOC rejects international methods for assessment. From there: Holiday spending per trip hits a four-year low amid analysis that suggests debt may be constraining stimulus measures. At the end: reactions to a report on Xi’s rest breaks at the White House, Xi succession questions, a report on the F-35 mishap, and speculating on the future of US-China relations and whether the current administration has passed peak China dove.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Germany, France Push New Trade Weapon Before EU-China Talks — Bloomberg
China agrees to slash EU hybrid car exports in half, putting brake on trade war — SCMP
How China and the EU pressed pause on trade war – and what it took to get there — SCMP
EU’s fight to break China’s raw material dominance isn’t going well — Politico EU
Europe’s Final Warning — Sharp Text
The People’s Bank of China’s Policy Position on the Renminbi Exchange Rate — Sinocism Translation
China Golden Week spending per trip hits four-year low amid overseas travel jump — Reuters
China’s growing debt burden limits space for economic stimulus — FT
Chinese Bonds Become Source of Cheap Money for Global Borrowers — Bloomberg
The Bond Market’s Threat to American Hegemony — Bloomberg
Unusual Rest Breaks for Xi Jinping Sucked Hours Out of Summit With Trump — WSJ
Friends Without Benefits — Sharp Text
Trump urged Xi to talk to Takaichi and lift export curbs on Japan, sources say — SCMP
US slows aircraft-part exports to China as Trump seeks leverage in trade negotiations, sources say — Reuters
UPS Worker Missed Email, Letting China Get F-35 Parts — Bloomberg
The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns
On today’s show Andrew and Bill talk through Xi Jinping’s trip to Washington last week, including low expectations that were met, lots of pageantry in between, why both sides are incentivized to preserve …
Notes de l’épisode
On today’s show Andrew and Bill talk through Xi Jinping’s trip to Washington last week, including low expectations that were met, lots of pageantry in between, why both sides are incentivized to preserve stability for now, and how Mao Zedong’s writing on “strategic stalemate” may inform Xi’s understanding of the current moment. From there: A Taiwan weapons controversy, panda deliverables, and thoughts on Xi’s plan to recruit 100,000 young Americans to study in the PRC over the next five years. At the end: Shared language on Iran, limited progress on AI, trolling intrigue in the East Room and at the National Archives, new Bloomberg reporting on travel restrictions for AI talent and the continued tax crackdown, and more signals that the central government recognizes the economy is struggling.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Incremental policy support; Wang Yi’s message to Japan; Document sensitivities during Xi’s DC visit; Trump on China and AI/SI — Sinocism
US-China strategic stalemate; Premier Li signals Q4 economic support; More Nvidia chips for China?; PRC-Philippine tensions — Sinocism
Bessent says US, China trade truce extended by 2 months — Politico
China and the United States Reach Eight Deliverables and Understandings — Ministry of Foreign Affairs of the People’s Republic of China
US and China agree $60bn low tariff regime for goods from foie gras to camels — Financial Times
At Summit, Xi Sought to Tilt Trump’s Stance on America’s Place in Asia — The New York Times
Donald Trump asked Xi Jinping if China wanted to buy American weapons, US envoy says — Financial Times
Potential Taiwan tension sparked ‘last minute’ change in Trump-Xi National Archives visit — NPR
Victor Hugo makes an appearance the State Dinner — China Articles
China’s first lady Peng Liyuan turns soft power on US audience — Reuters
China’s Tax Grab Squeezes Rich Elite Harder Than Ever — Bloomberg
China Broadens Travel Curbs to Encompass Family of Top AI Talent — Bloomberg
Who’s Ahead in the Global AI Talent Race? — Carnegie China
(Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting
On today’s show Andrew and Bill discuss Xi Jinping’s visit to the United States and what to expect in Washington D.C. this week. First: Reactions to the meeting between Scott Bessent and He Lifeng in New York …
Notes de l’épisode
On today’s show Andrew and Bill discuss Xi Jinping’s visit to the United States and what to expect in Washington D.C. this week. First: Reactions to the meeting between Scott Bessent and He Lifeng in New York City Sunday, including outstanding questions about the “hotline” that was mooted for AI, details that remain fuzzy on the board of trade that’s been “operationalized,” and lingering rare earths frustration that may or may not delay an extension of the Busan truce. Then: Xi’s agenda in D.C., why asymmetric pageantry is fine, the PRC business delegation that failed to materialize, questions about Taiwan, Iran and Chinese automakers, and a note on Min Zin as he remains detained in China. At the end: Protesters and counter-protesters in New York City, the September Politburo brings the official expulsion of Generals Zhang and Liu, and evidently unfounded Xi rumors make their triumphant return at the BRICS Summit in India last week.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Fifth Plenum date set; Xi’s US visit confirmed as negotiators meet in New York; Zhang Youxia and Liu Zhenli expelled from Party and PLA — Sinocism
National Advanced Manufacturing Conference; China pushing Iran to rein in the Houthis?; Xi’s visit to DC and US-China AI Dialogue — Sinocism
I Led A.I. Diplomacy for the U.S. The Coming Safety Talks Will Not Save Us. — The New York Times
‘The scientific, technical term is BS’: Inside the new Bessent-China AI hotline — Politico
China Probes DeepSeek, Moonshot Over Potential Data Leaks to Anthropic — The Information
Businesses ‘frozen out’ of Trump’s tariff channel with China — Politico
Scott Bessent hails US-China AI dialogue ahead of Trump-Xi meeting — Financial Times
Trump Summit With Xi Unlikely to Include Chinese CEOs — The Wall Street Journal
China’s Xi expected to press Trump to halt Taiwan arms sales under 1982 agreement, sources say — Reuters
In Trump, Xi Sees ‘Rare Window’ to Convince Taiwan That Resistance Is Futile — The Wall Street Journal
Top US Senate Democrat Jeanne Shaheen warns Trump not to waver on Taiwan ahead of Xi meet — South China Morning Post
US, China discuss cutting tariffs on US LNG ahead of Xi visit — Reuters
Researchers Drove a Chinese EV Into an Underground Mine. It Kept Calling China Anyway. — Yahoo
A U.S. Scholar Was Invited to China. Then He Vanished. — The Wall Street Journal
Xi Jinping Skipped One Dinner—and Sparked a Flurry of Questions About His Health — The Wall Street Journal
How to Avoid Fistfights and Poisonings at a World Leaders Summit — The Wall Street Journal
(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media
On today’s show Andrew and Bill look at several dimensions of the PRC’s approach to AI. First: The various reasons a push for an agreement with U.S. labs to “pace” AI development is unlikely to bear fruit and …
Notes de l’épisode
On today’s show Andrew and Bill look at several dimensions of the PRC’s approach to AI. First: The various reasons a push for an agreement with U.S. labs to “pace” AI development is unlikely to bear fruit and the history of the CPC’s approach to control over technology. Then: The head of the MSS offers a view into CPC concerns around political security risks and data risks, while Anthropic CEO Dario Amodei proposes a misguided framework for forcing Chinese compliance with a slowdown agreement. From there: The U.S. reiterates its complaints about Chinese companies conducting “industrial-scale” distillation of U.S. AI models, while Anthropic suggests sensitive PRC data was shared with Claude. At the end: A law broadening exit bans goes live, the New York Times reports Chinese social media “getting dark,” while the Wall Street Journal highlights an influencer scandal captivating netizens.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi’s India trip; US-China and AI; MSS head on AI; Weak August credit data; “Dynamic zero 动态清零” for payment arrears — Sinocism
US-China Strategic AI Dialogue (SAID) Proposal — Sinocism
Comprehensively Fortify the Artificial Intelligence Security Barrier and Promote the Healthy and Orderly Development of Artificial Intelligence” — MSS (Sinocism Translation)
China’s Top Spy Chief Warns A.I. Is a Threat to Party Rule — The New York Times
Pacing the Frontier, AI’s Digital Limits, AI Commissars — Stratechery
Global Times Quick Take: Targeting Chinese AI! America’s “Tech Right” Produces a Cold War Script — Global Times (Sinocism Translation)
US claims Chinese AI firms are carrying out ‘industrial-scale’ theft of trade secrets — CNN
Detecting and countering misuse of AI: September 2026 — Anthropic
We Must Pace the Frontier — Dario Amodei
For China, a Mock A.I. Attack on WeChat Signals a Dangerous New Era — The New York Times
China tightens control of overseas travel in sweeping new law — Financial Times
China tightens travel rules over tech security — Reuters
Social Media in China Is Getting Really Dark — The New York Times
Did a Crypto Bro Pay $4.5 Million to Marry a Movie Star? A Scandal Grips China — The Wall Street Journal
China’s Global Strategy; Tragedy on the Nepal-Tibet Border; A 19-1 Vote at the G-20; TikTok Dodges Congress
On today’s show Andrew and Bill begin with a perspective on PRC strategy under Xi, including what the party wants from global institutions, how the PRC differs from the U.S., and political security as a …
Notes de l’épisode
On today’s show Andrew and Bill begin with a perspective on PRC strategy under Xi, including what the party wants from global institutions, how the PRC differs from the U.S., and political security as a paramount priority. Then: Thoughts on the heartbreaking flood at the Nepal-Tibet border, including the party’s response, censorship and data sharing, and the realities of the geography in question. At the end: A raft of U.S.-China stories: the PRC scuppering a G20 joint communique, Anthropic and AI safety questions, notes before Xi’s visit in three weeks, waiting for better evidence that the PRC is shaping U.S. data center discourse, and TikTok dodges the China Select Committee.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi at the SCO; China’s global strategy; Li Qiang meets US business leaders; Taxing foreigners; Overseas guidelines for PRC automakers — Sinocism
The disaster in Nepal and Tibet; Xi at the SCO; Supporting consumption; National Defense Mobilization Law; Signals for PRC-US AI dialogue; New era for real estate — Sinocism
China’s Global Strategy under Xi Jinping — Steve Tsang and Olivia Cheung
CLM Insights Interview with Steve Tsang and Olivia Cheung — CLM
Correspondence: The Challenge of Studying What China Wants — International Security
Hit by deadly floods, Nepal renews push for Chinese data and early warnings — Reuters
Punishment and Silence: China Pulls Out the Disaster Playbook in Tibet — The New York Times
China-US Spat at G20 Largely Came Down to Dispute Over One Word — Bloomberg
Exclusive: Why China Regrets That This G20 Meeting Failed to Issue a Communiqué — Yuyuan Tantian (Sinocism Translation)
Anthropic Has Contracted the “American Disease” — Yuyuan Tantian (Sinocism Translation)
Trump plans state dinner for Xi even as disputes with China pile up — MS NOW
The X Safety team conducted an investigation into suspected Chinese inauthentic accounts involved in influence operations — X Global Affairs
Halt and Catch Ire — Sharp Text
TikTok Backs Out of House Meeting to Avoid Kids Safety Questions — Bloomberg
(Preview) Five US-China (and Russia) Questions; Cabbage with Formaldehyde; The Continuing Tax Crackdown; Unitree Stock Down 45%
On today’s show Andrew and Bill begin with a series of questions on the US and China, including a look at the likely toothless threats implied by Trump’s “Economic D-Day” agenda, China’s role or lack thereof in …
Notes de l’épisode
On today’s show Andrew and Bill begin with a series of questions on the US and China, including a look at the likely toothless threats implied by Trump’s “Economic D-Day” agenda, China’s role or lack thereof in a breakdown between the US and Canada, questions about the next four weeks and four months of the relationship, and, unrelated to the US, what to watch for as Xi heads to the SCO Summit where he could potentially meet Vladimir Putin. From there: A cabbage scandal in Hebei province and a longstanding concern among both PRC citizens and the party. At the end: How and why the central government is using tax crackdowns to cover local government shortfalls, four People’s Daily articles on the economy, a surprise plenary session of the CCDI, the founder of Evergrande is sentenced to life in prison, and thoughts on what the Party wants from the stock market as Unitree stock loses nearly half its value after an initial IPO pop.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Scott Bessent threatens Iran’s economic partners with more sanctions — Financial Times
US Eyes China Overcapacity Tariffs of 7.5% Before Xi Visits — Bloomberg
State Dept. Declares U.S. Citizen in China Wrongfully Detained — The New York Times
South Korea Tightens China Cabbage Inspections After Formaldehyde Scandal — Bloomberg
Vegetable Traders Spray Cabbages with Formaldehyde Solution to Keep Them Fresh; Practice Reportedly Used for Three or Four Years — Xinhua
Xi’s Unprecedented Tax Clawback Hammers Chinese Listed Firms — Bloomberg
China Sentences Evergrande Founder to Life in Prison — The New York Times
China robot maker Unitree’s post-listing slump sparks bubble fears — Reuters
Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners
On today’s show Andrew and Bill with Wang Yi’s visit to South Korea this week, including the fortunate timing for the PRC in the wake of President Trump’s decision to scale back joint US-ROK exercises, PRC …
Notes de l’épisode
On today’s show Andrew and Bill with Wang Yi’s visit to South Korea this week, including the fortunate timing for the PRC in the wake of President Trump’s decision to scale back joint US-ROK exercises, PRC concerns around North Korea, and dynamics on the peninsula that are shifting in ways that aren’t entirely clear. Then: Zhu Rongji’s legacy, a week of nostalgia for the Zhu/Jiang era, and the uncertain future of the Linden Centre after a poignant Financial Times piece two weeks ago. At the end: Catching up on US-China news from the break, including thoughts and questions ahead of Xi’s visit to D.C., a draft plan to make American AI partners choose between the US and China, China’s continued reliance on Nvidia hardware, the White House highlights transshipment concerns, the DOW asks higher education for more info on foreign research, and an emailer who asks about the New York Times’ reporting on PRC programs to surveil foreigners.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Funeral for Zhu Rongji; Xi meets Ecuadorian President Noboa; Jiang Zemin; Housing provident fund; Consumption; What does China want? — Sinocism
“Beidaihe Break” is over; Jiang Zemin’s 100th; RIP Zhu Rongji; US-China; July economic data; New Qiushi — Sinocism
Chinese FM Wang Yi to visit Seoul as Lee floats multiparty talks on ending Korean War — The Korea Herald
Wang Yi visits South Korea, pledges role in peninsula peace push — Chosun Biz
Why China Worries About North Korea — Foreign Affairs
Zhu Rongji, Chinese Premier Who Overhauled Economy, Dies — Bloomberg
Why China Is Wistful for the 1990s — Bloomberg
An American farewell to China — Financial Times
US to tell partners they must pick sides in AI race with China — Reuters
China eases limits on Nvidia H200 chips as AI race escalates — Financial Times
China’s top AI is still trained on Nvidia chips. What is delaying a switch to local tech? — South China Morning Post
The Great Transshipment Scam — The White House
It Was a Great Scam While It Lasted — The New York Times
Department of War Orders Research Security Audits at 30 Academic Institutions — Department of War on X
How China Keeps Tabs on Foreigners — The New York Times
Sharp Eyes: Mass surveillance of foreigners in China - Part 1 — NetAskari
The File: A Personal History — Timothy Garton Ash
(Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes
On today’s show Andrew and Bill begin with reactions to CXMT’s IPO success this week, including responses from legislators in Washington and the stakes of Apple’s continued lobbying fight to relax restrictions …
Notes de l’épisode
On today’s show Andrew and Bill begin with reactions to CXMT’s IPO success this week, including responses from legislators in Washington and the stakes of Apple’s continued lobbying fight to relax restrictions on US companies working with PRC memory firms. Then: The FCC announces rules restricting the import of new, foreign-made robots and power inverters in a move to curb security risks and fuel onshoring. From there: Surveying the ongoing debate over the future of open weights models, including disadvantages facing US-led open source AI efforts, MOFCOM’s statement on distillation and Silicon Valley’s support for Chinese open weights AI, and the risks of building atop PRC AI infrastructure. At the end: Expectations for the July Politburo meeting, news out of Iran that may threaten constructive strategic stability in advance of Xi’s visit to D.C., a bad few weeks for Mercedes, and more clashes between the PRC and the Philippines.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
CXMT IPO; Taxing offshore assets; Fang Xinghai; US-China; AI; Lula supports China-Mercosur deal — Sinocism
Xi meets Slovak president; “Excess capacity” or “Overcapacity”?; CXMT IPO; Overseas Chinese affairs conference; Li Qiang in Tangshan; Chips and AI — Sinocism
Chip Maker Soars 466% on Debut to Become No. 1 in China Stock Market — Wall Street Journal
US lawmakers seek national security probe of Chinese chip giant CXMT after blockbuster IPO: ‘Ticking time bomb’ — New York Post
Trump Caught Between Apple and Micron in Fight Over Chinese Chips — Wall Street Journal
China’s CXMT Is Set to Challenge DRAM Incumbents — SemiAnalysis
Trump administration bans new Chinese humanoid robots, to protect US AI buildout — Reuters
Cover Story: China’s AI-Driven Robotics Boom Faces IPO Reality Check — Caixin
Post by Peter Harrell — X: @petereharrell
Spokesperson Responds to US Claims It Plans to Investigate and Sanction Chinese AI Companies — Xinhua (Sinocism Translation)
Mark Zuckerberg says US should not ban Chinese AI — Financial Times
Chinese AI Startup Moonshot Seeks More Nvidia Blackwell Chips for Next Model — The Information
Taiwan Says It Worked With US to Bust High-End Chip Smuggling — Bloomberg
The Hidden Cost of China’s Free A.I. — New York Times
Iran to get Chinese shoulder-launched missile systems in weeks, sources say — Reuters
China in touch with Yemen’s Houthis to allow ships to sail through Red Sea, sources say — Reuters
Mercedes risks US sales ban under Senate China bill — Financial Times
China coast guard uses water cannons on 2 Philippine vessels as top diplomats meet in Manila — Associated Press
Philippines accuses Chinese coast guard of injuring Filipino sailor in disputed shoal — Associated Press
Secretary of State Marco Rubio Remarks to the Press — U.S. Department of State
(Preview) Kimi Madness; Xi’s AI Vision and US Questions; Trump’s Election Data Claims; The Connected Vehicle Security Act
On today’s show Andrew and Bill focus on the arrival of Moonshot’s Kimi K3 model and the “DeepSeek 2.0 concerns” among investors and policymakers. Topics include: The incoherent U.S. approach to the open source …
Notes de l’épisode
On today’s show Andrew and Bill focus on the arrival of Moonshot’s Kimi K3 model and the “DeepSeek 2.0 concerns” among investors and policymakers. Topics include: The incoherent U.S. approach to the open source AI ecosystem, levers the U.S. side could pull to thwart Chinese progress, and why the Trump Administration might be reluctant to take those steps. Then: Xi’s keynote address at the World AI conference, China’s coherent messaging to the world, questions about infrastructure in the Global South, and the needle the U.S. could thread with open source policy. At the end: Trump’s claims of “an unprecedented election security nightmare” at the hands of the PRC, the Connected Vehicle Security Act heads to mark-up this week, Neville Roy Singham is under investigation, and Rep. John Moolenaar urges the NBA to look closer at Brooklyn Nets owner—and Alibaba Chairman—Joe Tsai.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
WAIC; Another order for AI; Kimi’s new model; Smart China hire by Australian government; Consumption; Extended dog days of summer 三伏天 — Sinocism
Full text: Keynote speech by Chinese President Xi Jinping at opening ceremony of 2026 World AI Conference — State Council
China’s Moonshot AI Adds More Fuel to Wall Street’s Chip Selloff — The Wall Street Journal
Alibaba Shares Rise After Unveiling Upgraded Flagship AI Model — Bloomberg
Chinese Stocks Rebound After National Team Support Resurfaces — Bloomberg
Who’s Afraid of Chinese Models? — Stratechery
The secret Trump administration battle to fight Chinese AI — Axios
Trump’s Aides See China Cheating on Trade, But Shun Reprisal — Bloomberg
China’s Leader Pitches ‘Openness’ in Push to Shape A.I.’s Future — The New York Times
Trump gives primetime speech on elections as White House alleges Chinese access to voter data — CBS News
Post by the Select Committee on China — X
A Global Web of Chinese Propaganda Leads to a U.S. Tech Mogul — The New York Times
Congressman calls on NBA to review Joe Tsai’s position in league — ESPN
(Preview) K-Shaped Economic Data And Its Implications; Ma Xingrui News; Closing Window for Open Source AI?; The SCS and International Law
On today’s show, Andrew and Bill begin by parsing the economic data released by the PRC this week, including slower-than-expected growth, the Party’s response to the status quo, export-powered growth that is …
Notes de l’épisode
On today’s show, Andrew and Bill begin by parsing the economic data released by the PRC this week, including slower-than-expected growth, the Party’s response to the status quo, export-powered growth that is widening trade imbalances, and the questions all of this will raise for foreign policymakers. From there: The Party’s findings on Ma Xingrui, questions that remain unanswered, and cadre risk aversion for the next 18 months. Then: PRC messaging around openness in AI, an ongoing U.S. debate over open-source AI models, three chip bills that may end up in the NDAA, and the continued adventures in China policy on Capitol Hill. At the end: Reflections on the 10th anniversary of The Hague ruling on the PRC’s territorial claims in the South China Sea, as well as the state of play today.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi to speak at WAIC; Preparing for July Politburo meeting on the economy; Unemployment at 10.2%?; Another American arrested for spying — Sinocism
Ma Xingrui case; Trade data; Themes for Xi’s WAIC speech; Kevin Rudd on Xi and China — Sinocism
China’s Q2 economic growth cools to 3-1/2-year low as imbalances worsen — Reuters
China’s Trade Surplus With EU Hits Record as Tensions Intensify — Bloomberg
Calibrate the Course of AI for Good, Jointly Build a Universally Beneficial and Inclusive Future — Sinocism Translation
WP Intelligence’s AI & Tech Brief — The Washington Post
When China’s open-source AI is a trap — The Economist
A Framework for Frontier AI and the Dawning of a New Age — Demis Hassabis
Chips bills poised for NDAA ride — Punchbowl News
Nvidia halves Asia buyer list in China chip crackdown — Financial Times
Born to be Alive — China Articles
Joint Statement on the Tenth Anniversary of the Philippines-China South China Sea Arbitral Tribunal Award — U.S. Department of State
South China Sea: Statement by the High Representative on behalf of the EU on the tenth anniversary of the Arbitral Award between the Philippines and China — Council of the European Union
Yang Hansen Summer League Highlights — NBA
A Missile Test and New PLA Generals; The CITIC Plane Crash; America’s Taiwan Interests; Guo Wengui Jailed and Ezra Jin Released
On today’s show Andrew and Bill begin with Monday’s SLBM test from the PLA Navy, including questions surrounding its timing and location, regional angst, and a reminder that the PLA continues to enhance its …
Notes de l’épisode
On today’s show Andrew and Bill begin with Monday’s SLBM test from the PLA Navy, including questions surrounding its timing and location, regional angst, and a reminder that the PLA continues to enhance its nuclear triad capabilities. Then: Two new PLA generals are promoted while rectification continues and five CMC seats remain vacant, and reactions to last week’s shocking CITIC plane crash and a major security breach in Beijing. From there: An emailer asks about America’s interests in maintaining the Taiwan status quo, Beijing considers limiting access to advanced AI models, the knives are out for Jeffery Kessler at BIS, and the White House preps for Xi’s visit in September. At the end Questions about the release of pastor Ezra Jin, context for the U.S. sentencing of disgraced tycoon Guo Wengui, and the Washington Wizards get a letter from Rep. John Moolenaar.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Floods and Xi’s instructions; PRC to limit access to top AI models?; PBoC policy support for Hong Kong; Tax burden on private firms — Sinocism
Two new PLA generals; Submarine-launched missile test; Ezra Jin released; “Routine” patrols of waters east of Taiwan — Sinocism
China’s SLBM Test Underscores the Importance of a Ballistic Missile Launch Notification Agreement — CSIS
China conducts rare submarine-launched ballistic missile test, angering Pacific neighbors — CNN
China test fires missile into Pacific, alarming regional powers — Reuters
A small plane hit Beijing’s tallest tower. Much remains unclear. — Reuters
Beijing is looking at curbing overseas access to China’s top AI models, sources say — Reuters
‘A massive screw-up’: China hardliners take aim at Commerce Department official — Politico
Trump speeds up helipad project ahead of Xi visit, adding $875K, records show — Washington Post
China Raises Pressure on Taiwan With Expanded Coast Guard Patrols — New York Times
China releases Christian pastor after appeal from Donald Trump — Financial Times
Chinese tycoon sentenced to 30 years in US jail — BBC
Select Committee: Owner of Capitals, Wizards Should Cut Ties with Chinese Military Company Alibaba — China Select Committee
Erling Haaland + a 195-year-old Chinese herbal tea? Yes, really. 😮 — YouTube
(Preview) Party Building and Xi’s Dominance; Memory Chips and ASML Accusations; Germany’s Puzzling Push for Plaza Accords
On today’s show Andrew and Bill begin with Xi Jinping Thought on Party Building and further signs that one year after from a summer of rumors and one year out from the 21st Party Congress, Xi’s power remains …
Notes de l’épisode
On today’s show Andrew and Bill begin with Xi Jinping Thought on Party Building and further signs that one year after from a summer of rumors and one year out from the 21st Party Congress, Xi’s power remains entrenched as ever. Then: MOFCOM and the Ministry of Finance announced restrictions on several dozen US firms, the global memory chip shortage is an opportunity for CXMT and YMTC, what to make of the U.S. government’s scrutiny of ASML, and Elon Musk’s alarm over the West’s China vulnerabilities. At the end: Takeaways from the EU Council meeting on China, Germany’s push for PRC currency revaluation, structural forces that yield EU inertia, and emails on Chinese soccer, space warfare, and the Jim Cramer of weather.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Li Qiang inspects Dalian; Response to US expansion of China military companies list; Contaminated diapers; No “Plaza Accord” to help the EU; Invest in China — Sinocism
Introduction to the Main Entries in Volumes One and Two of the Selected Works of Xi Jinping on Party Building — Sinocism Translation
Xi Jinping’s Thought on Party Building and the Four Major Changes in CCP Governance — China Thought Express
China Tightens Rare-Earth Grip on U.S. Firms, Threatening Trade Clash — New York Times
Why the Memory Crunch Is Almost Impossible to Solve — Wall Street Journal
Loosening Export Controls on China’s Memory Chip Makers — Jimmy Goodrich
Memory Chips and China, Microsoft and Chinese Models — Stratechery
US senators increase pressure on Apple over possible Chinese chipmaker deal — Financial Times
US Tells ASML It’s Concerned China May Have Top Chip Tool — Bloomberg
Netherlands to join US-led Pax Silica AI initiative despite ASML dispute — Reuters
Germany backs EU’s tough China line with call for ‘Plaza Accord’ talks on yuan — SCMP
The world does not need a new ‘Plaza Accord’: Global Times editorial — Global Times
Europe’s Final Warning — Sharp Text
Germany is wavering on China (again) — Watching China in Europe
Why China is so bad at football — The Economist
(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others
On today’s show Andrew and Bill begin with takeaways from Xi’s visit to North Korea this week, including the conspicuous silence on North Korea’s nuclearization, Kim Jong Un’s assistance to Russia’s war in …
Notes de l’épisode
On today’s show Andrew and Bill begin with takeaways from Xi’s visit to North Korea this week, including the conspicuous silence on North Korea’s nuclearization, Kim Jong Un’s assistance to Russia’s war in Ukraine, Beijing as Kim’s top priority, U.S.-Japan dialogue on regional nuclear threats, and an email about the PRC as a communist country. From there: CPPCC Chairman Wang Huning leads an inspection tour of Xinjiang ahead of the July 1st implementation of the national ethnic unity law, plus thoughts on Xinjiang’s strategic importance generally and why Beijing sees its recent efforts as successful. At the end: China preps for an AI infrastructure buildout, the Pentagon alleges that Alibaba, Baidu and BYD are linked to the PLA, the Busan truce is being tested by both sides, and two Knicks stars wish students good luck on the GaoKao.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi concludes his visit to North Korea; Wang Huning inspects Xinjiang; Nationwide AI compute network buildout; Chip controls; Rare earths — Sinocism
Xi in North Korea; Li Qiang on future industries; Cai Qi now Party School President; MSS on AI “transfer stations”; Updates to US “Chinese Military Companies” list — Sinocism
Joint Statement on the June 2026 U.S.-Japan Extended Deterrence Dialogue — U.S. State Department
Ethnic Unity Law Codifies ‘Chinese’ Identity — Jamestown
China Preps $295 Billion Plan to Fund Nationwide AI Buildout — Bloomberg
Pentagon Accuses Alibaba, Baidu of Aiding China’s Military — Bloomberg
US business group says some critical minerals are ‘nearly unobtainable’ from China — Reuters
Jalen Brunson Wishes Chinese Students Good Luck on the GaoKao — X
Sinocism Live: Understanding China’s Exam-centric Education System — Sinocism
Seizing The Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist
On today’s show Andrew and Bill begin with Xi Jinping’s call to seize the commanding heights of science, technology, and industry across six industries of the future, as well as the State Council’s move to …
Notes de l’épisode
On today’s show Andrew and Bill begin with Xi Jinping’s call to seize the commanding heights of science, technology, and industry across six industries of the future, as well as the State Council’s move to release a 34-article law that will implicate domestic firms, foreign businesses and potentially foreign governments, as well as PRC financial institutions and individual investors. From there: Reactions to Secretary of War Pete Hegseth’s remarks at the 2026 Shangri-La Dialogue, why an absence of Taiwan mentions in his main speech is not necessarily seen in Beijing as a shift in policy, and questions regarding U.S. partnerships elsewhere in the region. At the end: The looming trade tensions between Europe and China, the expulsion of New York Times journalist Vivian Wang, the 37th anniversary of the Tiananmen Square massacres, and Steph Curry’s new endorsement deal with Li-Ning.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
New regulations on outbound investment; Qiushi on future industries; Chip export control dysfunction; Shangri-La Dialogue; EU-China — Sinocism
Agricultural and rural modernization; Socialist political economy; UK-PRC; PRC media in Africa — Sinocism
China Tightens Rules on Outbound Investment in Fight for Global Tech Edge — Wall Street Journal
State Council Regulations on Outbound Investment — Sinocism Translation
China Expands Outbound Investment Rules to Cover Individuals — Bloomberg
Pete Hegseth says US-China ties are ‘better than in years’ — Financial Times
Hegseth’s Message to Asian Partners: Do More to Get More — New York Times
Japan’s defence minister Koizumi rejects China accusations of ‘new militarism’ — Financial Times
Brussels fires starting gun on tougher China trade policy, as Beijing vows retaliation — SCMP
Watching China in Europe - June 2026 — Noah Barkin
After China Orders a Times Reporter to Leave the Country, the U.S. Reciprocates — New York Times
Tiananmen Tonight Trailer — Tiananmen Tonight
Vandals break into Tiananmen crackdown museum in US, founder says — Hong Kong Free Press
(Preview) Social Mobility and Hukou Reform; US Halts Taiwan Arms Sales?; Ongoing Pressure on Japan; An American Xinhua Journalist Arrested
On today’s show Andrew and Bill begin with the news that Beijing moved to further ease hukou restrictions, including why this is a welcome change for millions of Chinese citizens, as well as a look at questions …
Notes de l’épisode
On today’s show Andrew and Bill begin with the news that Beijing moved to further ease hukou restrictions, including why this is a welcome change for millions of Chinese citizens, as well as a look at questions and challenges as the reforms are implemented. Then: A report that Chinese AI talent has been restricted from leaving China, while Beijing continues its efforts to control capital outflow and offshore investments. From there: Indications that the US has indeed paused its second tranche of arms sales to Taiwan, and more details on a US-China board of investment. Then: PRC-Japan updates, including reports of Takaichi recriminations from Xi in his meeting with Trump, heavy rare earth shipments restricted for the past four months, the cards Japan has yet to play, and Mao’s strategic stalemate as a stage of protracted war, not an endgame. At the end: An American journalist for Xinhua and other state outlets is arrested and accused of acting as an unregistered agent of the CCP.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Wang Yi at the UN; American Xinhua “journalist” arrested; Keeping AI talent at home; Recalculating carbon intensity; Another WMP blowup — Sinocism
Xi meets Pakistan PM and Serbian President; Coal mine explosion; Delinking basic public services from hukou; Crackdown on overseas trading; AI — Sinocism
China removes hukou hurdle for migrant workers in social insurance shake-up — SCMP
China Expands Travel Curbs to Top AI Talent at Private Firms — Bloomberg
DeepSeek, a National Treasure in China, is Now Being Closely Guarded — The Information
China Traders Hit Exit After Offshore Trading Curbs — Bloomberg
Iran war, China thaw complicate U.S. support for Taiwan — Washington Post
US warns Japan of severe delays in Tomahawk deliveries due to Iran war — Financial Times
Pentagon official’s Beijing visit in doubt over $14bn US arms package for Taiwan — Financial Times
Xi Jinping railed against Japan’s ‘remilitarisation’ at Donald Trump summit — Financial Times
China squeezes Japan over rare earths in repeat of 2010 showdown — Reuters
Affidavit in Support of Criminal Complaint — Politico
“I would make the world’s worst spy ever” — Too Simple, Sometimes Naive
(Preview) Constructing US-China Stability; Trump’s Taiwan Comments and More Summit Takeaways; Putin in China
On today’s show Andrew and Bill parse the messaging from both sides of last week’s US-China summit in Beijing. Topics include: What the PRC means by “a constructive relationship of strategic stability,” why the …
Notes de l’épisode
On today’s show Andrew and Bill parse the messaging from both sides of last week’s US-China summit in Beijing. Topics include: What the PRC means by “a constructive relationship of strategic stability,” why the US side adopted the framing as well, a relative absence of tangible deliverables, and why “a calculated stalling tactic from both sides designed to manage risk” may be a more accurate rendering of the status quo. From there: Trump’s various comments on Taiwan spark concern and questions, plus notes on Rubio, Ratner, an indictment of Chinese shipping magnates, and an Iran ceasefire Xi calls “imperative.” At the end: Vladimir Putin’s visit to Beijing, questions for the EU, and more bad news for Nvidia in China.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
US-China summit outcomes; Constructive relationship of strategic stability; Taiwan; Putin to Beijing; Li and Ding on AI — Sinocism
Putin arrives in Beijing; US indicts PRC container firms and executives; Developing Party members; Tracking foreigners — Sinocism
Two Readouts, One Deal — Sinocism Chart
CIA Director John Ratcliffe met with Raul Castro’s grandson in Havana, US and Cuban officials say — AP
Rubio, Once a China Hawk, Strikes Softer Tone to Align With Trump — New York Times
U.S. probing whether Chinese companies cut production of shipping containers before COVID pandemic — CBS News
Xi Warns Against Resuming Iran Attacks After Meeting Putin in Beijing — Bloomberg
Chaos erupts behind the scenes of Trump’s China trip — including trampled White House aide — New York Post
Joint Declaration of the Russian Federation and the People’s Republic of China on the Emergence of a Multipolar World and International Relations of a New Type — Telegram
Xi Jinping told Donald Trump that Putin might ‘regret’ invasion of Ukraine — Financial Times
China banned Nvidia’s gaming chip during Jensen Huang’s visit — Financial Times
10 Questions and Modest Expectations With Trump in China to Meet Xi Jinping
On today’s show Andrew and Bill talk through 360 degrees of President Trump’s trip to Beijing this week. Topics include: Jensen Huang hitching a ride in Alaska, general expectations for deliverables after …
Notes de l’épisode
On today’s show Andrew and Bill talk through 360 degrees of President Trump’s trip to Beijing this week. Topics include: Jensen Huang hitching a ride in Alaska, general expectations for deliverables after limited leaks and hurried advance planning, Trump’s reception in Beijing, and the limits of “upper hand” analysis. From there: A coterie of billionaire CEOs make the trip with Trump, a US Chamber of Commerce/Rhodium Report report warning about the PRC’s industrial strategy, and Trump makes overtures about “opening” China. At the end: Questions on Taiwan arm sales and AI cooperation, the expected talks on Ezra Jin and Jimmy Lai, a trillion dollar investment report that went viral eight months later, Xi’s calculus before a 21st Party Congress, the Iran question looming over the week’s meetings, and big, fat hug speculation.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Trump China visit; China’s Next Generation Industrial Policy; Standardizing and developing AI agents; No more deflation?; Ding Xuexiang visits Huawei — Sinocism
Jensen Huang hitching a ride — Emily Goodin: @Emilylgoodin
A weakened Trump arrives at Xi’s court — Financial Times
Trump on Opening China — Truth Social: @realDonaldTrump
Trump is taking more than a dozen U.S. executives to China. Jensen Huang isn’t one of them — CNBC
China expanding its industrial dominance, warns US business group — Financial Times
China’s Next-Generation Industrial Policy — Rhodium
Donald Trump demands Xi Jinping ‘open’ China to US business — Financial Times
Xi Is Poised to Press Trump on Arms Sales to Taiwan — New York Times
U.S. and China Pursue Guardrails to Stop AI Rivalry From Spiraling Into Crisis — Wall Street Journal
Families of two Americans jailed in China urge Trump to seek their release — Reuters
Jimmy Lai is not forgotten as Trump goes to China — Washington Post
US-China Relations Cannot Return to the Past, But Can Have a Better Future—On the Occasion of the China-US Heads of State Meeting—— - Guo Jiping — People’s Daily (Sinocism Translation)
Is Trump About to Invite In the Biggest Predator in the World? — NYT
Team Chyyyyyna — Lara Trump: @LaraLeaTrump
(Preview) Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting
On today’s show Andrew and Bill begin with the news that the Meta-Manus deal will likely be unwound in its entirety in the wake of a ruling from the NDRC on Monday. Topics include: The legal grounding cited by …
Notes de l’épisode
On today’s show Andrew and Bill begin with the news that the Meta-Manus deal will likely be unwound in its entirety in the wake of a ruling from the NDRC on Monday. Topics include: The legal grounding cited by Beijing, reports that Manus failed to seek regulatory approval prior to its relocation and acquisition, Mark Zuckerberg as the photo negative of Tim Cook, Beijing’s signal to the AI ecosystem, and why fears of chilled innovation may be slightly overstated. Then: Takeaways from April’s Politburo assessing the economy after Q1, including a nod to the Iran war, no signs of stimulus, and why cracking down on involution is easier said than done. At the end: The MSS argues that foreign forces are driving the “lying flat” campaign, while the U.S. quietly applies pressure on a variety of fronts in advance of May’s meeting between President Trump and Xi Jinping.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
April Politburo meeting; Manus mess; Hostile foreign forces encouraging “lying flat”; New US semiconductor restrictions? — Sinocism
Managing new employment groups; NDRC wants Manus deal unwound; US-China AI discussion; Alleged MSS hacker extradited to US — Sinocism
China blocks Meta’s $2bn purchase of AI group Manus — Financial Times
Meta Is Preparing to Have to Undo Its Manus Acquisition After China Ban — WSJ
Blocking of Meta’s AI startup buy raises risk for cross-border China tech deals — Reuters
What is Meta’s China exposure? — Mobile Dev Memo
China targets ‘zombies’ with regulatory headshots to kill off subsidised laggards — SCMP
Foreign Organizations are Heavily Funding “Lying Flat Influencers” and Systematically Conducting “Lying Flat Brainwashing” — MSS (Sinocism Translation)
China’s Age of Malaise — New Yorker
Exclusive: US orders chip equipment companies to halt some shipments to China’s No. 2 chipmaker Hua Hong — Reuters
Treasury Warns of Sanctions Risks Linked to China-Based Independent “Teapot” Oil Refineries — US Treasury Dept.
Economic Fury Targets Global Network Fueling Iran’s Oil Trade and Shadow Fleet — US Treasury Dept.
Exclusive: US orders chip equipment companies to halt some shipments to China’s No. 2 chipmaker Hua Hong — Reuters
White House accuses China of ‘industrial-scale’ theft of AI technology — FT
DeepSeek’s new AI model does not wow markets in fast-changing industry — Reuters
(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
On today’s show Andrew and Bill return to discuss the PRC’s posture amidst the ongoing war in Iran. Topics include: Xi’s call to re-open the Strait of Hormuz, an interdicted Iranian ship that may have been …
Notes de l’épisode
On today’s show Andrew and Bill return to discuss the PRC’s posture amidst the ongoing war in Iran. Topics include: Xi’s call to re-open the Strait of Hormuz, an interdicted Iranian ship that may have been carrying missile precursors from China, Trump’s posture toward China three weeks before his summit in Beijing, and deals between the US and Indonesia and the US and the Philippines. Then: The SAMR fines several e-commerce giants over food safety concerns in the “ghost delivery” sector, plus thoughts on the ongoing struggle to combat involution. From there: New regulations in Beijing to crack down on foreign companies attempting to diversify supply chains, the USTR’s Jamieson Greer comments on US partners and a new rare earth strategy, and notes on tensions between the PRC and Japan. At the end: The MATCH Act in Congress and the continued scrutiny over semiconductor manufacturing equipment, an updated timeline for DeepSeek’s new model, and a Mandelson mess continues to unspool in the U.K.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi wants Strait of Hormuz opened; NDRC head on security and development; Cake order leads to huge fines; Solar industry involution persists; Manus deal — Sinocism
More foreign visitors meet Xi; Service sector boost; Countering improper foreign conduct; Youth unemployment; AI chip shortage; More pressure on AI “China-shedding” — Sinocism
Oil prices jump after U.S. seizes Iranian vessel, imperiling ceasefire — Washington Post
CNBC Transcript: President Donald Trump Speaks with CNBC’s “Squawk Box” Today — CNBC
China’s exports slow as Middle East turmoil weighs on trade — Financial Times
A Cake Order That Led to a Massive Fine — Tracking the “Ghost Delivery” Series of Cases一份蛋糕订单牵出巨额罚单——”幽灵外卖”系列案追踪 — Xinhua Translation
China Officials, PDD Staff Get Into Fistfights During Audit — Bloomberg
China Imposes New Rules to Block Foreign Companies From ‘Decoupling’ — New York Times
Trump trade chief urges US allies to pay more for critical minerals — Financial Times
Rules of Origin Set Up U.S.-China Clash in Asia — Wall Street Journal
The Tech High Ground — Foreign Affairs
China hawks rally behind House action on tougher export controls for AI chips — Inside AI Policy
Micron pushes US Congress to crack down on chip tool sales to Chinese rivals, sources say — Reuters
‘Pure shock’: how ministers reacted to revelation of Mandelson vetting failure — The Guardian
(Preview) A Ceasefire and Reports of PRC Pressure; Another Politburo Investigation; Mythos, DeepSeek, and a Token Crunch
On today’s show Andrew and Bill begin with the tentative ceasefire in Iran and reports that the PRC applied pressure to the Iranians to defuse the tensions. Topics include: The lack of clarity on what the PRC …
Notes de l’épisode
On today’s show Andrew and Bill begin with the tentative ceasefire in Iran and reports that the PRC applied pressure to the Iranians to defuse the tensions. Topics include: The lack of clarity on what the PRC actually did and why, China’s vote at the UN this week, why the PRC would like the war to end sooner rather than later, and relationships with other Gulf countries that may or may not change because of the war. From there: Ma Xingrui’s disappearance from public view is met with official confirmation of an investigation, Anthropic’s Mythos model clarifies the stakes of the AI race, DeepSeek news, a token crunch in China, and scenes from Victor Wembanyama’s visit to the Shaolin Temple last summer.
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Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Iran war; PLA rectification; Services Sector Conference; Mutating troll armies; AI token usage — Sinocism
Iran war; Ma Xingrui; Industrial and Supply Chain Security; PLA political rectification; MSS warns about foreign dinner guests — Sinocism
China Pressed Iran Toward Cease-fire, Iranian Officials Say — New York Times
China and Russia Veto Security Council Resolution on Hormuz — Bloomberg
China’s Veto in the UNSC — The China-MENA Newsletter
How Trump Took the U.S. to War With Iran — New York Times
Chinese firms market Iran war intelligence ‘exposing’ U.S. forces — Washington Post
Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment — Stratechery
Exclusive DeepSeek’s New AI Model Will Be a Victory for Huawei — The Information
The Token Reckoning — Hello China Tech
Spurs to Shaolin: Inside NBA Star Wemby’s Secret Temple Retreat — Sixth Tone
The U.S., China and Iran; A PRC-Pakistan Peace Plan; KMT Chair Set to Visit China; Huawei, Manus and ZXMOTO
On today’s show Andrew and Bill begin with thoughts on China’s response to the war in Iran, including a peace plan co-authored with Pakistan, why the PRC is not necessarily interested in global leadership, how …
Notes de l’épisode
On today’s show Andrew and Bill begin with thoughts on China’s response to the war in Iran, including a peace plan co-authored with Pakistan, why the PRC is not necessarily interested in global leadership, how China sees a deepening U.S. rift with NATO countries, and President Trump’s visit to Beijing rescheduled for May 14th. From there: Context for the KMT Chair’s visit to China later this month, reactions to a Reuters report on Huawei’s latest AI chips, while the Financial Times reports that both Manus co-founders have been banned from leaving China. At the end: ZXMOTO steals the show at the World Superbike Championship and Zhang Xue introduces himself to the world.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
China-Pakistan Iran peace initiative; PBoC monetary committee meeting; US-China; ZXMOTO; Taxes wanted — Sinocism
KMT Chairwoman to visit China; Li Qiang on Xiong’an; March Politburo meeting; Beijing bans drones; WDO, SAMR on involution — Sinocism
China, Pakistan Issue Joint Call for Peace, Reopening Hormuz — Bloomberg
A brief history of China’s X-point plans for the Middle East — China-Mena Newsletter
Will China be the real winner from the Iran war? — The Economist
A blueprint for Chinese global leadership — Financial Times
Secret Codes and Yuan Fees Get Ships Through Iran’s Hormuz Tollbooth — Bloomberg
Chinese analysis on the war in Iran — China-Mena Newsletter
Trump plans May visit to China for talks with Xi after Iran war delay — Reuters
Trump-Xi summit: US trade chief casts doubt on pre-meeting Beijing visit — South China Morning Post
Taiwan’s opposition leader to visit China next month, ahead of Trump — Reuters
Exclusive: Huawei’s new AI chip finds favour with ByteDance, Alibaba which plan to place orders, sources say — Reuters
China reviews $2bn Manus sale to Meta as founders barred from leaving country — Financial Times
Chinese startup ZXMOTO wins big at superbike championship — China Daily
From Repair Shop to World Podium: Chinese Biker Goes Viral After Historic Win — Sixth Tone
(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News
On today’s show Andrew and Bill begin with last week’s indictment of Wally Liaw, the co-founder of Super Micro, and its implications for US chip policy. Topics include: Incredible details from the indictment …
Notes de l’épisode
On today’s show Andrew and Bill begin with last week’s indictment of Wally Liaw, the co-founder of Super Micro, and its implications for US chip policy. Topics include: Incredible details from the indictment, US enforcement options, and bipartisan calls for government action on Nvidia exports to China and Southeast Asia. Then: Xi takes three Standing Committee members and three other Politburo members to inspect the progress at Xiong’an, signaling continued commitment to the “new area” 60 miles south of Beijing. At the end: Reports that the US visit to China is delayed indefinitely, the PRC’s delicate diplomatic calculus as the Iran war continues, and tech news on Manus, Apple, OpenClaw, and an FCC ban on routers.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi inspects Xiong’an; China Development Forum; Iran; Nvidia chip smuggling; SOE rules; Sleeping fish — Sinocism
Wang Yi speaks with Iranian counterpart; Japan-China; Router ban; Hong Kong bookstore owner arrested; Poyang Lake dam — Sinocism
Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China — DOJ
US must suspend Nvidia AI chip exports to China, senators say — Financial Times
China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show — Reuters
A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips? — New York Times
The Big Hack: How China Used a Tiny Chip to Infiltrate U.S. Companies — Bloomberg
Feng Shui: between spirituality and state legitimation — Sinocities
Trump-Xi summit on hold until Iran conflict ends, people briefed say — Politico
Chinese Founder of Router-Maker TP-Link Seeks a Trump Gold Card — Bloomberg
FCC Bans Wireless Router Imports, Citing Security Concerns — Bloomberg
China Ramps Up Scrutiny of a Meta A.I. Deal — New York Times
US-China; PRC-Vietnam; H200s; China cuts the “Apple tax”; Chinese Modernization and 15th Five-Year Plan — Sinocism
(Preview) The War in Iran and the Visit to Beijing; New DNI Assessments on Taiwan; Military Scientists Disappearing From Public View
On today’s show Andrew and Bill begin with the news that President Trump has postponed his visit to Beijing amid the war in Iran, including why a delay made sense for both sides, a “Board of Trade” proposal …
Notes de l’épisode
On today’s show Andrew and Bill begin with the news that President Trump has postponed his visit to Beijing amid the war in Iran, including why a delay made sense for both sides, a “Board of Trade” proposal amid signs of stability in Paris, and the uncertainty that pervades on both sides as the war in Iran continues. From there: Reactions to a DNI assessment on China’s reunification intentions, news on U.S. weapons sales to Taiwan, the unknowns for China as Gulf unrest persists, and questions surrounding PLA readiness in 2026. At the end: Reactions to reports that several military scientists have had their profiles scrubbed from public websites, while Jensen Huang tells the world that Nvidia has received purchase orders for the H200 but Groq will not be shipping inference chips.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Iran war; PBoC’s 2026 tasks; US-China; Japan; Front-loading 2026 spending — Sinocism
US-China; PRC-Vietnam; H200s; China cuts the “Apple tax”; Chinese Modernization and 15th Five-Year Plan — Sinocism
Sinocism live on US-China relations with the FT’s Demetri Sevastopulo — Sinocism
Loud and Clear — Sharp Text
China is Tight-Lipped on Trump’s Request to Delay His Xi Summit — New York Times
Donald Trump warns Nato faces ‘very bad future’ if allies fail to help US in Iran — Financial Times
Trump Officials Look to More Managed Approach to Trade With China — New York Times
Trump Shifts U.S.-China Strategy on Trade to Dealmaking — Wall Street Journal
Taiwan parliament authorises signing of stalled $9 billion US arms deals — Reuters
Exclusive: New US weapons for Taiwan could be approved after Trump’s China trip, sources say — Reuters
Top nuclear weapons, radar and missile experts vanish from Chinese Academy of Engineering site — South China Morning Post
Nvidia Says It Is Restarting Production of AI Chips for Sale in China — Wall Street Journal
(Preview) The ‘Raising a Lobster’ Frenzy; Iran and US-China as Trump’s Visit Looms; Two Sessions Takeaways
On today’s show Andrew and Bill begin with the frenzy surrounding OpenClaw in China, including Beijing’s response, security concerns, liability questions, an object lesson in the Chinese market, and why Tencent …
Notes de l’épisode
On today’s show Andrew and Bill begin with the frenzy surrounding OpenClaw in China, including Beijing’s response, security concerns, liability questions, an object lesson in the Chinese market, and why Tencent looks like a potential winner as regulatory issues are sorted in the months to come. From there: Reports that Beijing is unhappy with the limited preparation in advance of Trump’s visit to China, news that pieces of the THAAD system have been relocated from South Korea to the Middle East, Trump’s promised gift to China at the Strait of Hormuz, and fentanyl tension as March 31st looms. At the end: Reactions to the Two Sessions, why the “Iron Rooster” budgeting approach is consistent with the past few years of planning, missing PLA generals, and Sharp China Sports news as BYD mulls an entry to F1 and Lewis Hamilton tours China.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
PLA at the Two Sessions; US-China; Iran; OpenClaw — Sinocism
Xi meets with PLA and PAP delegates; Wang Yi press conference; US-China; China and Iran; OpenClaw frenzy — Sinocism
China’s OpenClaw Craze Buoys Tech Stocks, Fuels AI Pivot — Wall Street Journal
China Moves to Curb OpenClaw AI Use at Banks, State Agencies — Bloomberg
OpenClaw Conquered China in 100 Days — Hello China Tech
Why Tencent Needs OpenClaw More Than Any Other Chinese Tech Giant — Hello China Tech
Personal AI Agents like OpenClaw Are a Security Nightmare — Cisco
Women Are Falling in Love With A.I. It’s a Problem for Beijing. — New York Times
Frugal ‘Iron Rooster’ Budget Signals Pain for Growth and Consumers — Wall Street Journal
Post by Gerard DiPippo re: Beijing’s “iron rooster” budget — X: @gdp1985
Why China stands to gain from US moving military assets for Iran war — SCMP
China Irked by Last-Minute Scramble to Plan Xi-Trump Summit — Bloomberg
Early Iran strikes cost $5.6 billion in munitions, Pentagon estimates — Washington Post
US and China clash over fentanyl and tariffs at global drugs meeting — Reuters
INTERVIEW: Japan’s involvement conditional, ex-minister says — Taipei Times
China’s BYD Explores F1 Entry in First Auto Racing Push — Bloomberg
Lewis Hamilton visits Jiuzhaigou National Forest — X: @44britcedes
All Eyes on Iran; Two Sessions Questions; Alibaba, DeepSeek and Distillation; Another UK Spying Scandal
On today’s show Andrew and Bill begin with the war in Iran and its implications for the PRC. Topics include: Upsides and downsides for China, why US strategy was likely related to Iran and not the PRC …
Notes de l’épisode
On today’s show Andrew and Bill begin with the war in Iran and its implications for the PRC. Topics include: Upsides and downsides for China, why US strategy was likely related to Iran and not the PRC, questions about the Strait of Hormuz, the Iran partnership and PRC global leadership, implications for Taiwan, why a Beijing visit from Donald Trump remains likely, and yet another US war in the Middle East… From there: What to watch for at the Two Sessions this week, an exodus at Alibaba, waiting for a new DeepSeek model, and distillation alarm at American AI labs. At the end: Another spy scandal engulfs Labour in the UK, and fun facts about Spider-Man: No Way Home and its failure to clear $2 billion worldwide.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Reactions to the US-Israel attack on Iran; Prepping for the Two Sessions; Science and technology insurance — Sinocism
Reactions to Iran war; US-China; Two Sessions; DeepSeek and Qwen — Sinocism
China Calls on All Sides to Protect Ships Transiting Hormuz — Bloomberg
What’s behind China’s careful response to its ally Iran after US-Israel strikes? — SCMP
Taiwan Arms Sale Approved by Congress Is Delayed as Trump Plans Visit to Beijing — New York Times
Inside the plan to kill Ali Khamenei — Financial Times
What to Watch at China’s Two Sessions in 2026 — Center for China Analysis
Alibaba AI Whiz Who Warned of US-China Tech Gap Steps Down — Bloomberg
DeepSeek to release long-awaited AI model in new challenge to US rivals — Financial Times
Detecting and preventing distillation attacks — Anthropic
Exclusive: China’s DeepSeek trained AI model on Nvidia’s best chip despite US ban, official says — Reuters
Husband of Labour MP among three arrested on suspicion of spying for China — The Guardian
(Preview) Pending Taiwan Arms Sales; Jimmy Lai Sentenced; Takaichi Secures a Supermajority; AI Models as Propaganda Vectors
On today’s show Andrew and Bill begin with the reports that the PRC is threatening to scuttle Trump’s visit to Beijing over a second arms package from the U.S. to Taiwan, including thoughts on next moves from …
Notes de l’épisode
On today’s show Andrew and Bill begin with the reports that the PRC is threatening to scuttle Trump’s visit to Beijing over a second arms package from the U.S. to Taiwan, including thoughts on next moves from the U.S., how this arms shipment happened, and the PLA’s dangerous aerial maneuvers around Taiwan. From there: Reactions to the news that Jimmy Lai has been sentenced to 20 years in Hong Kong prison, a State Council white paper on “One Country, Two Systems,” and Sanae Takaichi’s party secures a supermajority in Japan three months after the PRC’s pressure campaign over her Taiwan comments. At the end: The propaganda value of AI models, and a word about hockey and the Winter Olympics.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Jimmy Lai sentenced; Xi on Sci-tech self-reliance; Japan elections; US-China; Nanjing Museum case; AI propaganda — Sinocism
Xi’s Beijing inspection; Li on rare earths; Hong Kong white paper; Taiwan Affairs Work Conference; PBoC report — Sinocism
China warns US arms sales to Taiwan could threaten Trump visit in April — Financial Times
China steps up dangerous air encounters near Taiwan — Financial Times
China critic and former media tycoon Jimmy Lai is sentenced to 20 years in a Hong Kong security case — AP
Exclusive | China rallies neighbours against Japan in rare meeting. Will it work? — SCMP
UK, UN and EU deplore ‘monumental injustice’ of Jimmy Lai’s 20-year jail sentence — The Guardian
Japan’s Leader Wins in a Landslide, Clearing Way for Hard-Line Agenda — New York Times
How Japan’s Leader Rescued Her Party from the Abyss — New York Times
Tokens of AI Bias — China Media Project
Chinese artificial intelligence distorts perceptions — Estonian Foreign Intelligence Service
Activist father of U.S. Olympian Alysa Liu targeted by Chinese spy ring — AP
Who is Alysa Liu, Team USA’s alt-girl figure skater who just won an Olympic gold medal? — Yahoo! Sports
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