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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
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
EU-China talks; PBoC on RMB; Measures for protecting the rights and interests of gig workers; Holiday spending; AI safety — Sinocism
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
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
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
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
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
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
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
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
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
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
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