(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 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