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(Preview) ‘Moderately Loose’ and Cautiously Stimulating; Nvidia Under Investigation; Broadening Export Bans; A TikTok Verdict and a Trump Prayer
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
On today's show Andrew and Bill begin with the latest messaging from Beijing on efforts to stimulate the economy in 2025 and beyond. Topics include: Politburo language that echoes 2008, muted reactions from the mainland markets, why the ultimate policy decisions may not be made until the PRC has more clarity on Trump's intentions, and more. From there: Nvidia finds itself at the center of an antitrust probe, while the PRC restrictions on critical minerals are broader than initially thought, and drone components are now also being restricted from export to the US and Europe. At the end: Reviewing last Friday's verdict from the DC Circuit in TikTok v. Garland, and charting the next steps for TikTok and the Trump administration as January 19th approaches and TikTok faces a ban in the United States.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
December Politburo meeting ahead of the Central Economic Work Conference (CEWC) — Sinocism
Politburo meeting and CEWC; Nvidia antitrust investigation; Trump and China; TikTok's narrowin path in US — Sinocism
China’s Politburo revives crisis-era language in pledge to bolster economy — SCMP
China loosens monetary policy stance for first time in 14 years — Financial Times
Nvidia Probed in China Over Possible Antimonopoly Violations — Wall Street Journal
Nvidia Is Now Too Powerful for Beijing to Constrain — New York Times
China’s Critical Minerals Embargo Is Even Tougher Than Expected — New York Times
Geopollutical Warfare — Doomberg
China Tightens Its Hold on Minerals Needed to Make Computer Chips — New York Times
China Is Cutting Off Drone Supplies Critical to Ukraine War Effort — Bloomberg
Unidentified Drones Light Up New Jersey’s Skies, Baffling Residents — New York Times
TIKTOK INC. AND BYTEDANCE LTD. V. MERRICK B. GARLAND — DC Circuit
Incoming national security adviser says Trump is 'ready to take big swings and do big things’ — Fox Business
Rep. Mike Waltz calls out the Biden campaign's TikTok account: 'They should be ashamed' — Fox News
Inside the Strange, Strained Courtship of Donald Trump and Mega-Donor Jeff Yass — Vanity Fair
Big Republican Donor Jeff Yass Owned Shares in Trump Media Merger Partner — New York Times
TikTok Hires Francisco And Mooppan For High Court Fight — Law360
View all episodes
By Andrew Sharp and Sinocism’s Bill Bishop
4.5
2020 ratings
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
On today's show Andrew and Bill begin with the latest messaging from Beijing on efforts to stimulate the economy in 2025 and beyond. Topics include: Politburo language that echoes 2008, muted reactions from the mainland markets, why the ultimate policy decisions may not be made until the PRC has more clarity on Trump's intentions, and more. From there: Nvidia finds itself at the center of an antitrust probe, while the PRC restrictions on critical minerals are broader than initially thought, and drone components are now also being restricted from export to the US and Europe. At the end: Reviewing last Friday's verdict from the DC Circuit in TikTok v. Garland, and charting the next steps for TikTok and the Trump administration as January 19th approaches and TikTok faces a ban in the United States.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
December Politburo meeting ahead of the Central Economic Work Conference (CEWC) — Sinocism
Politburo meeting and CEWC; Nvidia antitrust investigation; Trump and China; TikTok's narrowin path in US — Sinocism
China’s Politburo revives crisis-era language in pledge to bolster economy — SCMP
China loosens monetary policy stance for first time in 14 years — Financial Times
Nvidia Probed in China Over Possible Antimonopoly Violations — Wall Street Journal
Nvidia Is Now Too Powerful for Beijing to Constrain — New York Times
China’s Critical Minerals Embargo Is Even Tougher Than Expected — New York Times
Geopollutical Warfare — Doomberg
China Tightens Its Hold on Minerals Needed to Make Computer Chips — New York Times
China Is Cutting Off Drone Supplies Critical to Ukraine War Effort — Bloomberg
Unidentified Drones Light Up New Jersey’s Skies, Baffling Residents — New York Times
TIKTOK INC. AND BYTEDANCE LTD. V. MERRICK B. GARLAND — DC Circuit
Incoming national security adviser says Trump is 'ready to take big swings and do big things’ — Fox Business
Rep. Mike Waltz calls out the Biden campaign's TikTok account: 'They should be ashamed' — Fox News
Inside the Strange, Strained Courtship of Donald Trump and Mega-Donor Jeff Yass — Vanity Fair
Big Republican Donor Jeff Yass Owned Shares in Trump Media Merger Partner — New York Times
TikTok Hires Francisco And Mooppan For High Court Fight — Law360
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