Sharp China with Bill Bishop

Sharp China with Bill Bishop

By Andrew Sharp and Sinocism’s Bill BishopNews
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Sharp China with Bill Bishop episodes

  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI related technologies, solar components, and machinery, as well as continued angst surrounding Japan’s rare earth access. Then: Reactions to strong Q3 GDP numbers in the PRC, continued stock market struggles, questions about GDP targets, and speculation about the agenda for next week’s Fifth Plenum. At the end: The EU signals a willingness to continue protectionist measures in new sectors, a report on new investment deals between the US and China, a potential Putin-Xi-Trump, sanctions on China’s version of Y Combinator, and a Politico report on OpenAI’s suddenly restrained export control lobbying, which spawns a variety of thoughts on the state of US chip policy.

    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

    15 min
  • (Preview) Brussels and Beijing Make a Deal; Weak Holiday Spending Data; Xi’s Reported Rest Breaks; Peak Dove?

    On today’s show Andrew and Bill begin with an extended survey of EU-PRC trade dynamics in the wake of an eventful week. Topics include: a deal on hybrid exports that may have averted a trade war, potential loopholes that may complicate the effectiveness of that reform, the tools proposed by France and Germany that may have forced a compromise, tensions that remain unresolved as the EU Council meets later this week, and a word on currency reforms as the PBOC rejects international methods for assessment. From there: Holiday spending per trip hits a four-year low amid analysis that suggests debt may be constraining stimulus measures. At the end: reactions to a report on Xi’s rest breaks at the White House, Xi succession questions, a report on the F-35 mishap, and speculating on the future of US-China relations and whether the current administration has passed peak China dove.

    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

    14 min
  • The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

    On today’s show Andrew and Bill talk through Xi Jinping’s trip to Washington last week, including low expectations that were met, lots of pageantry in between, why both sides are incentivized to preserve stability for now, and how Mao Zedong’s writing on “strategic stalemate” may inform Xi’s understanding of the current moment. From there: A Taiwan weapons controversy, panda deliverables, and thoughts on Xi’s plan to recruit 100,000 young Americans to study in the PRC over the next five years. At the end: Shared language on Iran, limited progress on AI, trolling intrigue in the East Room and at the National Archives, new Bloomberg reporting on travel restrictions for AI talent and the continued tax crackdown, and more signals that the central government recognizes the economy is struggling.

    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

    1 hr 1 min
  • (Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting

    On today’s show Andrew and Bill discuss Xi Jinping’s visit to the United States and what to expect in Washington D.C. this week. First: Reactions to the meeting between Scott Bessent and He Lifeng in New York City Sunday, including outstanding questions about the “hotline” that was mooted for AI, details that remain fuzzy on the board of trade that’s been “operationalized,” and lingering rare earths frustration that may or may not delay an extension of the Busan truce. Then: Xi’s agenda in D.C., why asymmetric pageantry is fine, the PRC business delegation that failed to materialize, questions about Taiwan, Iran and Chinese automakers, and a note on Min Zin as he remains detained in China. At the end: Protesters and counter-protesters in New York City, the September Politburo brings the official expulsion of Generals Zhang and Liu, and evidently unfounded Xi rumors make their triumphant return at the BRICS Summit in India last week.

    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

    14 min
  • (Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media

    On today’s show Andrew and Bill look at several dimensions of the PRC’s approach to AI. First: The various reasons a push for an agreement with U.S. labs to “pace” AI development is unlikely to bear fruit and the history of the CPC’s approach to control over technology. Then: The head of the MSS offers a view into CPC concerns around political security risks and data risks, while Anthropic CEO Dario Amodei proposes a misguided framework for forcing Chinese compliance with a slowdown agreement. From there: The U.S. reiterates its complaints about Chinese companies conducting “industrial-scale” distillation of U.S. AI models, while Anthropic suggests sensitive PRC data was shared with Claude. At the end: A law broadening exit bans goes live, the New York Times reports Chinese social media “getting dark,” while the Wall Street Journal highlights an influencer scandal captivating netizens.

    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

    14 min
  • China’s Global Strategy; Tragedy on the Nepal-Tibet Border; A 19-1 Vote at the G-20; TikTok Dodges Congress

    On today’s show Andrew and Bill begin with a perspective on PRC strategy under Xi, including what the party wants from global institutions, how the PRC differs from the U.S., and political security as a paramount priority. Then: Thoughts on the heartbreaking flood at the Nepal-Tibet border, including the party’s response, censorship and data sharing, and the realities of the geography in question. At the end: A raft of U.S.-China stories: the PRC scuppering a G20 joint communique, Anthropic and AI safety questions, notes before Xi’s visit in three weeks, waiting for better evidence that the PRC is shaping U.S. data center discourse, and TikTok dodges the China Select Committee.

    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

    1 hr
  • (Preview) Five US-China (and Russia) Questions; Cabbage with Formaldehyde; The Continuing Tax Crackdown; Unitree Stock Down 45%

    On today’s show Andrew and Bill begin with a series of questions on the US and China, including a look at the likely toothless threats implied by Trump’s “Economic D-Day” agenda, China’s role or lack thereof in a breakdown between the US and Canada, questions about the next four weeks and four months of the relationship, and, unrelated to the US, what to watch for as Xi heads to the SCO Summit where he could potentially meet Vladimir Putin. From there: A cabbage scandal in Hebei province and a longstanding concern among both PRC citizens and the party. At the end: How and why the central government is using tax crackdowns to cover local government shortfalls, four People’s Daily articles on the economy, a surprise plenary session of the CCDI, the founder of Evergrande is sentenced to life in prison, and thoughts on what the Party wants from the stock market as Unitree stock loses nearly half its value after an initial IPO pop.

    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

    12 min
  • Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners

    On today’s show Andrew and Bill with Wang Yi’s visit to South Korea this week, including the fortunate timing for the PRC in the wake of President Trump’s decision to scale back joint US-ROK exercises, PRC concerns around North Korea, and dynamics on the peninsula that are shifting in ways that aren’t entirely clear. Then: Zhu Rongji’s legacy, a week of nostalgia for the Zhu/Jiang era, and the uncertain future of the Linden Centre after a poignant Financial Times piece two weeks ago. At the end: Catching up on US-China news from the break, including thoughts and questions ahead of Xi’s visit to D.C., a draft plan to make American AI partners choose between the US and China, China’s continued reliance on Nvidia hardware, the White House highlights transshipment concerns, the DOW asks higher education for more info on foreign research, and an emailer who asks about the New York Times’ reporting on PRC programs to surveil foreigners.

    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

    1 hr
  • (Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes

    On today’s show Andrew and Bill begin with reactions to CXMT’s IPO success this week, including responses from legislators in Washington and the stakes of Apple’s continued lobbying fight to relax restrictions on US companies working with PRC memory firms. Then: The FCC announces rules restricting the import of new, foreign-made robots and power inverters in a move to curb security risks and fuel onshoring. From there: Surveying the ongoing debate over the future of open weights models, including disadvantages facing US-led open source AI efforts, MOFCOM’s statement on distillation and Silicon Valley’s support for Chinese open weights AI, and the risks of building atop PRC AI infrastructure. At the end: Expectations for the July Politburo meeting, news out of Iran that may threaten constructive strategic stability in advance of Xi’s visit to D.C., a bad few weeks for Mercedes, and more clashes between the PRC and the Philippines.

    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

    15 min
  • (Preview) Kimi Madness; Xi’s AI Vision and US Questions; Trump’s Election Data Claims; The Connected Vehicle Security Act

    On today’s show Andrew and Bill focus on the arrival of Moonshot’s Kimi K3 model and the “DeepSeek 2.0 concerns” among investors and policymakers. Topics include: The incoherent U.S. approach to the open source AI ecosystem, levers the U.S. side could pull to thwart Chinese progress, and why the Trump Administration might be reluctant to take those steps. Then: Xi’s keynote address at the World AI conference, China’s coherent messaging to the world, questions about infrastructure in the Global South, and the needle the U.S. could thread with open source policy. At the end: Trump’s claims of “an unprecedented election security nightmare” at the hands of the PRC, the Connected Vehicle Security Act heads to mark-up this week, Neville Roy Singham is under investigation, and Rep. John Moolenaar urges the NBA to look closer at Brooklyn Nets owner—and Alibaba Chairman—Joe Tsai.

    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

    Listen to Stratechery.

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    15 min

About Sharp China with Bill Bishop

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Understanding China and how China impacts the world. Hosted by Andrew Sharp and Bill Bishop.

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