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Kevin Xu of the fantastic Interconnected newsletter, and formerly of Commerce and the Obama White House, ran through a grab bag of some of the hottest topics in US-China tech.
We got into the politics of Tesla in China, what Morris Chang of TSMC thinks about the future of the semiconductor industry, how open source is key to the future of American industrial policy, why the Endless Frontier Act (which I wrote about in the most recent edition of the ChinaTalk newsletter) is the most important bill you've never heard of, and why Bytedance's Zhang Yiming deserves his own biopic.
Student Research Symposium: https://forms.gle/FYoSeHS7t3ZLLwEh9
Work with me! https://rhg.com/job/research-assistant-china-technology-and-industry-research/
Outtro Music: Soft Lipa - An Epic | Warrior OST https://www.youtube.com/watch?v=gAOTdpEeZ6s
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Student Research Symposium: https://forms.gle/FYoSeHS7t3ZLLwEh9
Work with me! https://rhg.com/job/research-assistant-china-technology-and-industry-research/
Thomas Shugart joined me and Eric Lofgren on another cross-over episode of ChinaAcquisitionTalk. Thomas spent 25 years in the US Navy and is currently an adjunct senior fellow at CNAS.
This possibility is made more dangerous considering the rise of China’s military, particularly in long-range missiles, bombers, and navy. The expansion of the PLA Navy over the last five years as been nearly identical to the legendary 1980s Reagan build-up. “For all the talk of them being next generation swarming and unmanned,” Thomas said, “they sure are bending a lot of iron building ships.”
You can find some of Tom's writing on his CNAS page, including his War on the Rocks article, All about EVE: What virtual forever wars can teach us about the future of combat. His statement to the US-China economic and security review commission is here. He's on Twitter at tshugart3.
Intro Music:
PLA Rocket Force theme song! https://www.youtube.com/watch?v=TG1J8R3kweU
Outtro Music: 当地人— Ansrj 李尔新Lilshin 孟子 https://www.youtube.com/watch?v=MqFgUFwxHiY
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Fascinated (or stunned) by China’s recent anti-monopoly moves against tech giants Ant and Meituan? Want to get inside the head of Chinese regulators as they plan their moves against the globe’s largest corporations? ChinaTalk has you covered. This week I’m joined by Dr. Angela Zhang, a professor at The University of Hong Kong’s Faculty of Law, to discuss her new book “Chinese Antitrust Exceptionalism: How The Rise of China Challenges Global Regulation”. Yvonne Yu, my colleague at Rhodium, cohosts. Together we dig deep into the past, present, and future of the Chinese regulatory state.
Dr. Zhang tweets at @AngelaZhangHK and you can read her work in Nikkei Asia as well: https://asia.nikkei.com/Opinion/China-s-Alibaba-probe-is-not-all-bad-news
Please consider supporting ChinaTalk at https://glow.fm/chinatalk/
Outtro Music:
艾志恒Asen - 错意 https://www.youtube.com/watch?v=jV1aEYpeteM
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Enzo Chen, author of the Substack 推播助栏The Podcast Pick, and Caiwei Chen, the host of 定向跳转 The Redirect Podcast and the superb newsletter Chaoyang Trap, discuss all things podcasting in China and Taiwan. We get into the best Chinese-language shows, what makes China's leading podcast app so special, the demographics of podcast listeners, censors efforts to control the newly popular medium, and Jordan's auditory forays into classic Chinese literature.
Please consider supporting ChinaTalk at https://glow.fm/chinatalk/
Outtro music: PGONE X H3R3 都是你 https://www.youtube.com/watch?v=xLe3ksDaX1k
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What as the rise of streaming, idols, and increased censorship done to Chinese TV?
Co-hosting is Ina Yang, one of the founders of the Chinese-language podcast Loud Murmurs. We discuss Chinese dramas with AvenueX, the intrepid YouTuber who has an encyclopedic knowledge of the Chinese TV scene. AvenueX explains how the internet changed Chinese dramas (and not always for the better), why China’s censorship system leads to stilted plots (it’s not quite what you’d think), and why Zi Jinchen is the luckiest novelist in China (it’s not his books that made him famous) We also discuss our favorite shows of the past year, and our recommendations for those looking to get started in the world of C-dramas.
Please consider supporting ChinaTalk at https://glow.fm/chinatalk/
Links:
The bad kids eng sub: https://www.iq.com/play/2ffkwrzp4tg
The Long Night eng subs: https://www.youtube.com/watch?v=HqODiKTH8a4
Minning Town eng subs: https://www.youtube.com/watch?v=l8dv_IepPWg
Outtro Music: Mercy, 'Wubba lubba dub dub' a Rick and Morty-inspired rap song! https://www.youtube.com/watch?v=UjvTke77240
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What is Huarong and why do its struggles explain the central contradictions of China's financial system?
To discuss, Logan Wright of Rhodium joins the show. In the first ten minutes, Logan catches us up on the news of the week. Then in the following hour, I rerun an episode we recorded together in late 2018 discussing his report Credit and Credibility, which explains why the big one hasn't hit yet.
Want to get in touch? We can be reached at [email protected]
Outtro music: Miraie & Milkoi 『 ミユキ 』https://www.youtube.com/watch?v=e66NfKGjRY
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What was the Chongqing Model and why does it still matter?
Yueran Zhang, a PhD student in sociology at the University of California, Berkeley, discusses. We talk about how Bo Xilai utilized mass mobilization against his enemies in the central government and China’s labor movements, and the significance of the 2018 Jasic protests.
Zhang’s two recent articles for Made In China journal, “The Chongqing Model One Decade On” and “Leninists in a Chinese Factory: Reflections on the Jasic Labour Organizing Strategy,” serve as the basis for today’s episode.
Outtro music: some pro-Bo Xilai song written in 2009 to commemorate him taking on gangs (full story here: https://zh.wikipedia.org/wiki/%E8%96%84%E7%86%99%E6%9D%A5%E4%B9%8B%E6%AD%8C) https://www.youtube.com/watch?v=ND6fOAR4MWA
While this song is hilarious, I couldn't find a good recording and didn't want to you have to listen to the whole thing. Also thought it would be funny to pair this with folks who idolize gangsters...
Outtro music #2: GOSH Music 2020 cypher (the biggest Chongqing hip hop collective) https://www.youtube.com/watch?v=6M0axMxBSWg
The views expressed in this podcast do not reflect those of the Rhodium Group.
Please consider supporting ChinaTalk at https://glow.fm/chinatalk/
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Scott Rozelle (legend, Stanford professor, co-director of the Stanford Center on China's Economy and Institutions) joins ChinaTalk to discuss his recent book Invisible China: How the Urban-Rural Divide Threatens China’s Rise, co-authored with Natalie Hell. We discuss how China’s 900 million-strong low-income population will decide China’s future development path. Is China is the next Mexico? Why is it easy to solve poverty but not low income? Why don’t local governments spend enough on rural education and health? How has the relationship between academia and government changed from the Hu Jintao-era to the Xi Jinping-era?
The views expressed in this podcast are my own and do not represent those of the Rhodium Group.
Outtro music: 刘思鉴 x 李佳隆 JELLORIO - "纸上谈兵" https://www.youtube.com/watch?v=44nfbyjzkMg
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To discuss, ChinaTalk assembled two of my favorite Japanese think-tankers, Yuka Koshino, a Research Fellow at the UK think tank International Institute for Strategic Studies (IISS), and Akira Igata, the Executive Director at the Tama University-affiliated Center for Rule-making Strategy (CRS). Joshua Fitt of The Center for a New American Security cohosts.
Thanks to CNAS for making this show possible.
Outtro songs:
Takayan, What’s the meaning of living: https://www.youtube.com/watch?v=bGDQQnBVUsk
Hideyoshi, Majinahanashi: https://www.youtube.com/watch?v=9a3sPzbG68I
You heard it here first, Takayan's gonna be huge.
And if for whatever reason you want to get depressed listening to AR's propaganda rap: https://www.youtube.com/watch?v=hmAkYGQXv5Q
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Derek Sandhaus is the author of Drunk in China: Baijiu and the World's Oldest Drinking Culture and part of the team behind Ming River Baijiu, the first (good) Baijiu created especially for the international market. We discuss AA in china, Baijiu's origins, different varieties of Baijiu, the drink's evolving role in modern China, as well as the challenge of bringing such a polarizing drink to Europe and the US.
Please consider supporting ChinaTalk at https://glow.fm/chinatalk/
Outtro music: Hiperson, Spring Breeze https://www.youtube.com/watch?v=nHe1OrbuW5g&list=PL0Lwt5eNBHLmL8zP03KbqekrRbje8FCbu&index=48
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