On today’s show guest host Ben Thompson (Stratechery) and Bill begin with Taiwan President Tsai Ing-wen's meeting with Speaker of the House Kevin McCarthy and discuss China's reaction and the mood on the ground in Taiwan as it approaches a Presidential Election. Later: a discussion on Warren Buffett's comments about TSMC and China's proposed rules for AI.

As per our custom, this first episode of the month is outside the paywall and free for everyone.

Taiwan's president warns 'democracy is under threat' in joint remarks with McCarthy — CNN

European leaders in Beijing; Tsai in California; Xinhua attacks US financial hegemony; Saudi-Iran Beijing meeting — Sinocism

China to inspect ships in Taiwan Strait, Taiwan says won't cooperate — Reuters

PLA exercises around Taiwan; Macron and the PRC; Did Tedros "slander China"?; AI Bubble — Sinocism

China military ‘ready to fight’ after drills near Taiwan — Associated Press

Xi inspects Guangdong; Lula to China; Draft AI rules; Macron; Sandstorms; Substack Notes open to all — Sinocism

2024 election a choice between 'democracy and autocracy': DPP nominee Lai — Focus Taiwan

China slaps security reviews on AI products as Alibaba unveils ChatGPT challenger — Financial Times

Buffett says geopolitics a factor in Berkshire sale of TSMC stake — Reuters

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