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(Preview) US-China Follow-Through; New Xi Textbooks and a New Aircraft Carrier; A Wolf Warrior Greets Japan’s PM; More Setbacks for Nvidia
On today's show Andrew and Bill begin with the implementation of this month's deal between the US and China, including a variety of early indications that both sides intend to follow through with commitments made in South Korea, the PRC's clarification on its December 2024 export controls, and a report on the PRC implementing VEU system for rare earth exports to the US. From there: A variety of news and notes including a new textbook on Xi Jinping Economic Thought, Xi's visit to the Fujian aircraft carrier, a crackdown on improper asset seizures, and a flare-up with Japan's new PM after her comments on Taiwan contingencies inspire caustic language from a PRC diplomat. At the end: A pair of reports highlight questions about the AI future in China and elsewhere, while the New York Times reports on transnational censorship of a film festival in New York City.
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
He Lifeng on New Quality Productive Forces; Measures to Promote Private Investment; PLA Air Force Turns 76; US-China Deal — Sinocism
Xi in Guangdong; Fujian Carrier; "An Introduction to Xi Jinping Economic Thought"; No PRC Honeymoon with New Japanese PM — Sinocism
China Suspends Export Controls on More Critical Minerals — New York Times
China Hatches Plan to Keep U.S. Military From Getting Its Rare-Earth Magnets — Wall Street Journal
Exclusive: FBI Chief Visited China to Talk Fentanyl, Law Enforcement, Sources Say — Reuters
Analysis: Beijing’s Push for Judicial Checks on Asset Seizures Signals Bid to Reassure Private Sector — Caixin
Takaichi Defends Taiwan Views After China Envoy’s Violent Threat — Bloomberg
Exclusive: China Bans Foreign AI Chips from State-Funded Data Centres, Sources Say — Reuters
U.S. to Block Nvidia’s Sale of Scaled-Back AI Chips to China — The Information
How China Reached Into New York to Stop a Tiny Film Festival — New York Times
View all episodes
By Andrew Sharp and Sinocism’s Bill Bishop
4.5
2020 ratings
On today's show Andrew and Bill begin with the implementation of this month's deal between the US and China, including a variety of early indications that both sides intend to follow through with commitments made in South Korea, the PRC's clarification on its December 2024 export controls, and a report on the PRC implementing VEU system for rare earth exports to the US. From there: A variety of news and notes including a new textbook on Xi Jinping Economic Thought, Xi's visit to the Fujian aircraft carrier, a crackdown on improper asset seizures, and a flare-up with Japan's new PM after her comments on Taiwan contingencies inspire caustic language from a PRC diplomat. At the end: A pair of reports highlight questions about the AI future in China and elsewhere, while the New York Times reports on transnational censorship of a film festival in New York City.
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
He Lifeng on New Quality Productive Forces; Measures to Promote Private Investment; PLA Air Force Turns 76; US-China Deal — Sinocism
Xi in Guangdong; Fujian Carrier; "An Introduction to Xi Jinping Economic Thought"; No PRC Honeymoon with New Japanese PM — Sinocism
China Suspends Export Controls on More Critical Minerals — New York Times
China Hatches Plan to Keep U.S. Military From Getting Its Rare-Earth Magnets — Wall Street Journal
Exclusive: FBI Chief Visited China to Talk Fentanyl, Law Enforcement, Sources Say — Reuters
Analysis: Beijing’s Push for Judicial Checks on Asset Seizures Signals Bid to Reassure Private Sector — Caixin
Takaichi Defends Taiwan Views After China Envoy’s Violent Threat — Bloomberg
Exclusive: China Bans Foreign AI Chips from State-Funded Data Centres, Sources Say — Reuters
U.S. to Block Nvidia’s Sale of Scaled-Back AI Chips to China — The Information
How China Reached Into New York to Stop a Tiny Film Festival — New York Times
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