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TikTok in the Clear; Taiwan Questions and Soybean Angst; The K Visa Goes Live; Jensen Huang on China Hawks
On today’s Andrew and Bill begin with President Trump's executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDance, China and the Trump administration, security concerns that haven't necessarily been addressed, and signals that opposition to the deal across D.C. is likely to be muted. Then: A report that the PRC will seek a shift on U.S. Taiwan policy in the course of trade talks, Secretary Bessent floats potential counter-measures for the U.S., and soybean farmers continue to twist in the wind. At the end: Thoughts on the PRC’s new K Visa program to attract foreign tech talent, dates for the fourth plenum, a very interesting rumor about Xi and a revival of the Central Advisory Commission, reactions to a Jensen Huang podcast appearance last week, and BIS closes a big export control loophole.
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
Liu Haixing replaces Liu Jianchao; New leaders for Inner Mongolia, Liaoning, Jiangsu; Maritime law revisions target US actions; October Holiday — Sinocism
September Politburo meeting; Fourth Plenum dates; US expands Entity listings; US TikTok deal — Sinocism
Trump Signs TikTok Order With US App Valued at $14 Billion — Bloomberg
Trump’s TikTok deal still worries GOP China hawks — but here’s why they’ll go along — New York Post
Chairman Moolenaar Releases Statement on TikTok Deal — The Select Committee on the CCP
Xi Is Chasing Huge Concession From Trump: Opposing Taiwan Independence — Wall Street Journal
Bessent says aircraft engines, chemicals could be leverage in US-China talks — Reuters
Russia is helping prepare China to attack Taiwan, documents suggest — Washington Post
China's new K visa beckons foreign tech talent as US hikes H-1B fee — Reuters
China Goes on Offense — Foreign Affairs
NVIDIA: OpenAI, Future of Compute, and the American Dream — BG2 w/ Bill Gurley and Brad Gerstner
‘More Hawkish Than When I Arrived’: A View From Inside China — Wall Street Journal
US tightens export controls on Chinese companies — Financial Times
Central Advisory Commission — Wikipedia
View all episodes
By Andrew Sharp and Sinocism’s Bill Bishop
4.5
2020 ratings
On today’s Andrew and Bill begin with President Trump's executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDance, China and the Trump administration, security concerns that haven't necessarily been addressed, and signals that opposition to the deal across D.C. is likely to be muted. Then: A report that the PRC will seek a shift on U.S. Taiwan policy in the course of trade talks, Secretary Bessent floats potential counter-measures for the U.S., and soybean farmers continue to twist in the wind. At the end: Thoughts on the PRC’s new K Visa program to attract foreign tech talent, dates for the fourth plenum, a very interesting rumor about Xi and a revival of the Central Advisory Commission, reactions to a Jensen Huang podcast appearance last week, and BIS closes a big export control loophole.
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
Liu Haixing replaces Liu Jianchao; New leaders for Inner Mongolia, Liaoning, Jiangsu; Maritime law revisions target US actions; October Holiday — Sinocism
September Politburo meeting; Fourth Plenum dates; US expands Entity listings; US TikTok deal — Sinocism
Trump Signs TikTok Order With US App Valued at $14 Billion — Bloomberg
Trump’s TikTok deal still worries GOP China hawks — but here’s why they’ll go along — New York Post
Chairman Moolenaar Releases Statement on TikTok Deal — The Select Committee on the CCP
Xi Is Chasing Huge Concession From Trump: Opposing Taiwan Independence — Wall Street Journal
Bessent says aircraft engines, chemicals could be leverage in US-China talks — Reuters
Russia is helping prepare China to attack Taiwan, documents suggest — Washington Post
China's new K visa beckons foreign tech talent as US hikes H-1B fee — Reuters
China Goes on Offense — Foreign Affairs
NVIDIA: OpenAI, Future of Compute, and the American Dream — BG2 w/ Bill Gurley and Brad Gerstner
‘More Hawkish Than When I Arrived’: A View From Inside China — Wall Street Journal
US tightens export controls on Chinese companies — Financial Times
Central Advisory Commission — Wikipedia
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