On today’s show Andrew and Bill talk through 360 degrees of President Trump’s trip to Beijing this week. Topics include: Jensen Huang hitching a ride in Alaska, general expectations for deliverables after limited leaks and hurried advance planning, Trump’s reception in Beijing, and the limits of “upper hand” analysis. From there: A coterie of billionaire CEOs make the trip with Trump, a US Chamber of Commerce/Rhodium Report report warning about the PRC’s industrial strategy, and Trump makes overtures about “opening” China. At the end: Questions on Taiwan arm sales and AI cooperation, the expected talks on Ezra Jin and Jimmy Lai, a trillion dollar investment report that went viral eight months later, Xi’s calculus before a 21st Party Congress, the Iran question looming over the week’s meetings, and big, fat hug speculation.
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Bill Bishop is the author of Sinocism
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Trump China visit; China’s Next Generation Industrial Policy; Standardizing and developing AI agents; No more deflation?; Ding Xuexiang visits Huawei — Sinocism
Jensen Huang hitching a ride — Emily Goodin: @Emilylgoodin
A weakened Trump arrives at Xi’s court — Financial Times
Trump on Opening China — Truth Social: @realDonaldTrump
Trump is taking more than a dozen U.S. executives to China. Jensen Huang isn’t one of them — CNBC
China expanding its industrial dominance, warns US business group — Financial Times
China’s Next-Generation Industrial Policy — Rhodium
Donald Trump demands Xi Jinping ‘open’ China to US business — Financial Times
Xi Is Poised to Press Trump on Arms Sales to Taiwan — New York Times
U.S. and China Pursue Guardrails to Stop AI Rivalry From Spiraling Into Crisis — Wall Street Journal
Families of two Americans jailed in China urge Trump to seek their release — Reuters
Jimmy Lai is not forgotten as Trump goes to China — Washington Post
US-China Relations Cannot Return to the Past, But Can Have a Better Future—On the Occasion of the China-US Heads of State Meeting—— - Guo Jiping — People’s Daily (Sinocism Translation)
Is Trump About to Invite In the Biggest Predator in the World? — NYT
Team Chyyyyyna — Lara Trump: @LaraLeaTrump