ChinaTalk

Welcome back to part two of our interview with Yasheng Huang 黄亚生, the author of The Rise and Fall of the EAST: How Exams, Autocracy, Stability, and Technology Brought China Success and Why They Might Lead to Its Decline. We cover a lot of ground in this two-hour installment. During the first hour, we discuss… The aspects of imperial China’s governance Mao chose to embrace, and those he chose to abandon, The factors enabling Mao’s radical policies compared to imperial rulers, Why China was able to grow so much faster than India, despite the setbacks of the Cultural Revolution, Statistical approaches for evaluating the effectiveness of autocratic development models, China’s economic reforms and rural development policies in the 1980s, How the events of 1989 permanently altered China’s trajectory, Whether the rise of Xi Jinping was inevitable, In the second hour, we discuss... The Steelman case for why China needed a leader like Xi Jinping, What sets Xi apart from his predecessors, Succession challenges and the importance of term limits in authoritarian states, Why engagement with China failed to produce political liberalization, How the US could have better leveraged economic relations with China, Creative approaches to human rights advocacy in China. Outro music: Nothing to My Name (一无所有) by Cui Jian (崔健) (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Yasheng Huang 黄亚生 is the author of one of the decade’s greatest books about China — The Rise and Fall of the EAST: How Exams, Autocracy, Stability, and Technology Brought China Success and Why They Might Lead to Its Decline. It’s a rich book, a product of a career of reflections, with each page delivering something novel and provocative. In this first half of our two-part interview, we discuss… How the imperial examination system (known as keju) shaped Chinese governance, culture, and society, Why autocratic Chinese dynasties benefitted from a meritocratic bureaucracy, Statistical methods for analyzing social mobility in imperial China, How the keju system survived the Mongol conquest, What the tradeoffs in the imperial exam system can teach us about the future economic prospects of China and Taiwan. Co-hosting today is Ilari Mäkelä, host of the On Humans podcast. NOTES (Courtesy of Ilari) A Rough Timeline of Chinese history: Pre–221 BCE: Disunity (e.g. Warring States) 221 BCE – 220: Unity (Qin & Han dynasties) 220 – 581: Disunity (“Han-Sui Interregnum”) 581 – 1911: Unity (Sui, Tang, Song, Yuan, Ming, and Qing Dynasties) Historical figures Emperor Wanli 萬曆帝 | Shen Kuo 沈括 (polymath) | Zhu Xi 朱熹 (classical philosopher) | Hong Xiuquan 洪秀全 (leader of the Taiping Rebellion) | Yuan Shikai 袁世凯 (military leader) | Chiang Kai-shek 蔣介石 (military leader and statesman) Modern scholars Ping-ti Ho 何炳棣 (historian) | Clair Yang (economist) | Joseph Needham (scientist and historian) | Daron Acemoglu | James Robinson Historical terms Keju civil service exams | Taiping Rebellion REFERENCES A lot of the original data discussed in the episode is original from Huang’s book. As an exception, Huang references his co-authored article on civil service exams and imperial stability, written with Clair Yang. Outtro music: 等着你回来 by 白光, a 1930s Shanghai starlet https://open.spotify.com/track/0aHMT9dIdPDz094fc37Xq0?si=d1591ff2339d421c Learn more about your ad choices. Visit megaphone.fm/adchoices

To discuss America’s comparative advantages in national competition and the structural forces that drive (and limit) innovation, ChinaTalk interviewed Kumar Garg. Formerly an Obama official in the Office of Science and Technology Policy, Kumar spent several years at Schmidt Futures focusing on science and technology philanthropy. He has been a mentor and cheerleader for ChinaTalk over the years, and he is the president of the newly established Renaissance Philanthropy. We discuss: The inspiration behind Renaissance Philanthropy and its focus on mid-scale, field-transforming ideas Strategies for identifying underexplored, high-impact projects — including weather forecasting, carbon sequestration, and datasets on neurocognition Structural challenges for R&D funding at the level of government and universities The role of focused research organizations like OpenAI in accelerating progress and understanding long-term drivers of productivity A wide angle-view of US-China competition and strategic innovation The underresearched importance of alliance management. Outtro music: Song 1 - If ye love me - Thomas Tallis and the Cambridge Singers (Youtube Link) Song 2 - Recercare (I) - Francesco Spinacino and Robert Meunier (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Collins is the acting chair of the National Intelligence Council (NIC). He has spent 28 years in the intelligence community, starting as a career analyst in the CIA focused on East Asia before moving into leadership roles. He served as chief of staff for the CIA deputy director and worked on modernization efforts in the agency. We discuss… How the intelligence community informs high-level policymaking, Why different institutional approaches are needed to collect intelligence on non-state actors vs nation-state adversaries, Challenges in assessing China’s technological and military capabilities, “Narrative Intelligence” and areas where intelligence agencies have a unique edge, Strategies for improving long-term forecasting and avoiding groupthink. Outro music: Scorpions - Wind Of Change (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

To discuss the post-election future of US competition policy, ChinaTalk interviewed Peter Harrell and Nazak Nikakhtar. Nazak served in the Trump administration after a long career as a civil servant, where she was instrumental in shaping the Commerce Department’s work on China, first at the International Trade Administration and later leading the Bureau of Industry and Security. Peter worked in the Biden administration on the National Economic Council and National Security Council, focusing on international economics, export controls, and investment restrictions. We discuss… The role of the executive in setting the industrial policy agenda Leadership shortcomings in the Biden and Trump administrations Competition with China — bipartisan consensus, bureaucratic inertia, and strategies to stop wasting time. Advice for America’s next president, from export controls to pharmaceutical decoupling and alliance management Creative approaches to supply chain resilience This is 2023 CSET report Jordan referenced (See the “Understanding the Intangibles section) Outtro Music: Jun Mayuzumi - Black Room (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeffrey Ding is a professor at George Washington University, leading US scholar on China’s AI, and the creator of the ChinAI Substack. In honor of the publication of his new book, Technology and the Rise of Great Powers, enjoy this interview with Jeff from the ChinaTalk archives. Jeff Ding argues in a 2023 paper that great powers must harness general-purpose technologies if they want to achieve global dominance. That is, diffusion capacity (not just innovation capacity) is critical to economic growth — and China actually fares much worse in diffusion capacity than mainstream narratives imply. In this show, we discuss the historical underpinnings of that argument and apply it to AI today — drawing out policymaking lessons spanning centuries of technologically driven great power transitions. We also get into: Why long-term productivity growth is driven by the diffusion of general-purpose technology, and what makes this so crucial for great power competition; Historical lessons from the UK, Soviet Union, US, and Germany illustrating the cultural and policy roadblocks to tech diffusion; The importance of decentralized systems, and how this helped America win the Cold War Why China’s diffusion capacity lags behind its innovation capacity, and how America should avoid getting locked into any one technological trajectory. Co-hosting is Teddy Collins, formerly of DeepMind and the White House Office of Science and Technology Policy. Outro music: 分享那奇沃夫/Prodby玉的单曲《亚克西》(Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Thanks to The Innovation Alliance for sponsoring this episode. The Innovation Alliance is a coalition of research and development-based technology companies representing innovators, patent owners, and stakeholders who believe in the critical importance of maintaining a strong patent system that supports innovative enterprises of all sizes. To discuss the domestic and international implications of patent policy, ChinaTalk interviewed Brian Pomper. Brian was the Chief International Trade Counsel to Senate Finance Committee Chairman Max Baucus, and he is now a partner at Akin Gump. We discuss: The history of America’s innovation hegemony, from the signing of the Constitution to patent trolls and Elon Musk Why big tech companies spent decades systematically attacking the foundations of the US patent system The thermonuclear patent war of Apple vs Samsung The evolution of Standard Essential Patents (SEPs) as a battleground for emerging tech competition Why China’s approach to patent litigation is causing controversy in Europe The intersection of patent policy and international trade agreements. Outtro music: Minitel Rose - Magic Powder (Youtube Link) Here's the 2-hour show on global tech standards from the ChinaTalk archives: Global Standards: What's the Deal? Spotify link, Apple Podcasts Link Learn more about your ad choices. Visit megaphone.fm/adchoices

Here at ChinaTalk, we break the ice on all things international relations, and today we are diving into a topic that is snow joke — icebreakers! We interviewed William Henagan and Robert Obayda, both directors of the NSC. We discuss: How Canada, Finland, and the United States are leveling up their cooperation in the Arctic through the Icebreaker Collaboration Effort (ICE Pact); The mechanics of industrial policy in the US government; Why cranes matter for national security, and the benefits of using carrots vs sticks; What icebreakers are for, and how Finland is punching above its weight in the NATO alliance. Co-hosting today is former ChinaTalk intern Alexander Boyd, who is currently at the China Digital Times. Outtro music: Arctic Monkeys — A Certain Romance (link) and Mardy Bum (link) Pictured: the Russian icebreaker Yamal. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Kirchhoff was a founding member of the Defense Innovation Unit (DIU) and previously worked in the Obama NSC. He recently published a book called Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War. He wrote: “To the extent present military and civilian leadership is articulating its strategy, it is one built, for the most part, on a continuation of previous programmatic and budgetary trendlines. If there is a strategy for losing a future war in China, this is it.” Unit X traces the evolution of the Defense Innovation Unit (DIU), a group of Pentagon insurgents who are fighting to change how the DoD relates to emerging technologies. We discuss: The origin story of DIU and its early struggles to break Pentagon bureaucracy; How DIU leveraged “waiver authority” to circumvent red tape under Defense Secretary Ash Carter; Why the defense industrial base is ill-equipped to keep pace with technological change; The case for shifting more DoD spending to non-traditional tech companies; Lessons from commercial spaceflight for future AI governance, including potential issues with a “Manhattan project for AI.” Outtro music: 告五人 Accusefive - 愛人錯過 Somewhere in Time (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

This is a show about globalization, fashion design, and the future of manufacturing-based economic growth. For a breather from the election chaos, ChinaTalk interviewed Will Lasry, Montreal-based designer, manufacturing specialist, and founder of Glass Factory. Will and his team are on a mission to make manufacturing transparent. They fly all around the world making documentaries on clothing factories and playing matchmaker between designers and producers. Check out his Youtube channel here. We discuss: How clothes are made, including the complicated processes behind distressed denim and other trends; What makes a country an ideal destination for manufacturing clothing, and whether rising labor costs will drive the industry out of China entirely; Xinjiang cotton, environmental destruction, and other unethical practices hanging over the fashion industry; Why Gucci and other high-end designers are betting that “Made in India” will soon be even more chic than “Made in Italy.” Co-hosting today is longtime ChinaTalk editor Irene Zhang. Outtro music: Vinida Weng - WAIYA! (Youtube Link) Thumbnail image: Link. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does JD think about currency, tariffs, and industrial policy? How has the Strategic Patroleum Reserve evolved into new relevance with some fun new powers over the past few years, and how can America take lessons from this success and apply them to addressing critical minerals? And what secrets of policy entrepreneurship can Arnab teach me? To discuss we have on Arnab Datta of Employ America and Matt Klein of The Overshoot podcast. Plus we get some parent corner! Outtro music: Melody by Ash Island (matched my mood of wanting to scream things I don't understand) https://www.youtube.com/watch?v=yHWWGm0nxYk Learn more about your ad choices. Visit megaphone.fm/adchoices

Where is Congress on AI? How will a second Trump term impact US innovation? Does Congress have what it takes to step up and legislate in a world without Chevron? To discuss, ChinaTalk interviewed Senator Todd Young of Indiana (R). He’s a rare breed on Capitol Hill these days: an actual legislator. Sen. Young drafted the Chips and Science Act with Sen. Schumer and is the co-author of my personal favorite bill this Congress which aims to establish an Office of Global Competition Analysis. He announced earlier this year that he would not be endorsing Trump’s candidacy this cycle. We get into… Biden’s woes The case for an office of tech net assessment The future of tech legislation post-Chevron The Senate’s AI Policy Roadmap and where the GOP is on AI regulation Chinese espionage and high-skill immigration policy Outtro music: AC/DC - Dirty Deeds Done Dirt Cheap (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

How can Shakespeare help explain the dynamics we're seeing around Biden today? We get into King Lear, Richard II, Macbeth and Coriolanus to illustrate themes on conniving courtiers, political marriages, and politicians facing the end. Joining us today: Eliot Cohen, author of The Hollow Crown, two dramaturgs Drew Lichtenberg and Kate Pitt, as well as actor Phil Schneider. Kate's substack: https://shakespearenews.substack.com/ Phil's still looking for an agent! Reach out to me [email protected] to connect with him! Outtro music: https://www.youtube.com/watch?v=pEqnXNsAFL8 Learn more about your ad choices. Visit megaphone.fm/adchoices

What will it take for the US to remain competitive in 21st-century technologies? Is high state capacity a thing of the past? To discuss, ChinaTalk interviewed David Lin, Abigail Kukura, and Venkat Somala from the Special Competitive Studies Project. SCSP’s new report outlines exactly how America should compete in the tech-powered future of geopolitics. We get into… The role of public-private research partnerships and SCSP’s relationship with the National Security Commission on Artificial Intelligence; A strategy for upgrading US institutions with the help of emerging technologies like AI; The historical decline of government-backed research in the US; China’s industrial espionage and the potential for stolen innovations to consolidate authoritarianism across the globe; Bureaucratic moonshots and techniques for communicating urgency to the slow-moving American polity. Our past episode on tech net assessment: Crafting A National Tech Strategy and Reviving Net Tech Assesment (Spotify Link) (Apple Podcasts Link) Our past episode on bureaucratic moonshots: Peter Harrell on Bureaucratic Barriers to Competition (Spotify Link) (Apple Podcasts Link) Outtro music: SadSvit - Касета (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

How could AI change the global balance of power? What could the US and allies do to preserve national moats? To discuss, ChinaTalk interviewed the CEO of Scale AI, Alex Wang. In a blog post announcing Scale’s $1 billion fundraising success, Alex wrote that Scale is aiming to grow into the world's data foundry for AI. Alex grew up in Los Alamos, New Mexico, with two physicist parents who worked in the national labs, and he started Scale in college. I am particularly excited to have Alex on the show because he is perhaps the only private-sector AI leader working with the DoD and thinking seriously about the national security implications of AI. We discuss: The three key factors limiting rapid AGI takeoff, and how quickly these barriers will be overcome; China’s strengths and weaknesses in the race for AGI; National security implications for winning (or losing) the AI race; Prospects for AI net assessment and the case for a Manhattan project for data; Methods to prevent AI espionage without kneecapping innovation or profiling immigrants. Outtro music: Zach Bryan - Pink Skies (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Cold War II upon us? What should America do to prevent it from becoming a hot war? To discuss, ChinaTalk interviewed Dmitri Alperovitch. Dmitri emigrated from Russia in 1994 at age 13. He co-founded the leading cybersecurity startup Crowdstrike, and has spent the past four years running his new think tank, the Silverado Policy Accelerator. He's also the author of the new book World on the Brink: How America Can Beat China in the Race for the Twenty-First Century. We discuss: Lessons from Cold War crises that almost went nuclear; Underappreciated parallels between the Soviet Union and China today; Groupthink in Washington as well as in Silicon Valley; What a productive economic relationship with China would look like given national security concerns; Some bold military and diplomatic recommendations for Taiwan; … and more! Work with Matt at Open Philanthropy: Clickable link, URL: https://jobs.ashbyhq.com/openphilanthropy/f33460e1-e092-46ae-918a-85338ffad9a3 Kennedy's speech to the American people regarding the Berlin Wall: JFK Library. Outtro music: Leningradskie mosty from 1957 USSR Learn more about your ad choices. Visit megaphone.fm/adchoices

Jake Newby is the author of Concrete Avalanche, a free newsletter about music from China. Today, he's here to play you some of his favorite tracks from 2024 thus far — including everything from psychedelic rock to rare Uyghur folk, and from Beijing kawaii core to Tibetan Buddhist chants mixed with footwork. 00:00:00 'Narcissus' Death' — Backspace (read more) 00:05:38 '红喷泉' — Pepper Heart (read more) 00:09:35 'Mail from the River' (live) — Wang Wen (read more) 00:15:30 '她的力量来自海洋' — Yang Haisong & Wang Xiaofeng (read more) 00:22:32 'Ollie' — 西红、CNdY (read more) 00:26:43 'Lost in Bamboos' — Cola Ren (read more) 00:30:38 'Southern Shanghai' — Voision Xi (read more) 00:34:20 'Liquid' — Duck Fight Goose (read more) 00:36:54 '玉林敬酒歌‘ — Run Run Run (read more) 00:40:35 'Mountains in Yukashima' — Birdstriking (read more) 00:45:38 'SonicBaby' — XIAOWANG (read more) 00:48:25 'My Vagina' — Fakeorgasm (read more) 00:50:25 'Mantra of Vajra Armour' — Howie Lee (read more) 00:54:08 'Bash Bayawan Muqam' — Mekit Dolan Muqam Group (read more) 00:59:13 'Μῆνιν ἄειδε, θεὰ παραμαινομένη ἐμοῦ...' — Ὁπλίτης (read more) Learn more about your ad choices. Visit megaphone.fm/adchoices

Are politicians and actors two sides of the same coin? Can you become a better public speaker by studying soliloquies? What can Shakespeare teach us about the nature of power? To discuss, ChinaTalk interviewed Eliot Cohen: SAIS professor, military historian, and counselor to Secretary of State Condoleezza Rice. He is also the author of The Hollow Crown: Shakespeare on How Leaders Rise, Rule, and Fall. Co-hosting is Jordan’s little brother, actor Phil Schneider. He recently graduated from Yale where he starred in a production of Hamlet. He’s played Romeo, Octavius Valentine, Richard II, and Leontes. Also, he’s looking for a new agent — reach out at [email protected]! They discuss: Royal/executive power — what getting it does to you, and why relinquishing it is so hard; Court intrigues of yore (and today); Timeless techniques for exhorting and manipulating the masses; What makes a great speech; What it really means to be an effective leader, and how great leaders know when it's time to quit. Nixon's Farewell speech: Youtube link. Outtro audio: Orson Welles Recounts Crossing Paths With Hitler And Churchill. Youtube link. Learn more about your ad choices. Visit megaphone.fm/adchoices

One does not simply invade Taiwan — but George Marshall once thought long and hard about it. In 1944, in the middle of the island-hopping campaign, American war planners set their sights on Japanese-controlled Formosa. What did the American invasion plan look like? Why did Marshall decide to go another route? What lessons do this and other amphibious invasions hold for Taiwan’s current force posture? To discuss, ChinaTalk interviewed US Army Field Artillery Lieutenant Colonel J. Kevin McKittrick, currently at the Air War College in Alabama and a veteran of multiple deployments in Iraq and Afghanistan. Co-hosting today is our resident Taiwan consultant Nicholas Welch. We discuss: The US military’s aborted plan to invade Taiwan during WWII; Why bigger is better when it comes to amphibious assaults; What the US got right and the CCP gets wrong about civil-military relations; Taiwan’s defense concept, and the opportunities presented by “operational pause”; The awful, unending relevance of traditional artillery in modern war; And why the US doesn’t need its own “rocket force” … yet. Outtro music: 被動 (Passive) by 伍佰 Wu Bai&China Blue. Youtube Link. Photo: White House, July 29, 1942. Left to right: Admiral Ernest King, Admiral William Leahy, and General George Marshall. | Wikimedia Commons Learn more about your ad choices. Visit megaphone.fm/adchoices

Taiwan’s government agencies are battered by 5 million cyberattacks every day. China is holding invasion drills at a replica of Taiwan’s presidential palace in Inner Mongolia. Last week, the PLA openly rehearsed an encirclement of Taiwan in so-called “punishment drills.” What happened to deterrence in the Taiwan Strait? Can the status quo be saved? To discuss strategies for avoiding WWIII, ChinaTalk interviewed Jared McKinney of the Air War College and Peter Harris of Colorado State University, who recently co-authored a monograph entitled, “Deterrence Gap: Avoiding War in the Taiwan Strait.” Co-hosting today is ChinaTalk’s resident Taiwan consultant, Nicholas Welch. We discuss… Evidence of deterrence decay in the status quo; The difference between constraints and restraints, and how they fit together to form a lattice of successful deterrence; Whether symbolic solidarity with Taiwan does more harm than good; The values and costs of strategic ambiguity; How Taiwan can optimize its deterrence posture; Lessons from the dance of death between Iran and Israel; Objective factors for measuring invasion risk, and whether the world should be scared about 2027; How to analyze decision trees for fundamentally irrational decisions; ... and more! Outtro music: MJ116, 辣台妹 (HOT CHICK) - Official music video: MJ116【辣台妹 HOT CHICK】- (youtube link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Good AI is good and bad AI is bad, but how do lawmakers tell the difference? Will AI bring the world together or balkanize the internet beyond repair? Why do governments even need cloud computing anyway? To discuss, ChinaTalk interviewed Pablo Chavez, a fellow at CNAS and former Vice President of Google Cloud's Public Policy division, as well as the inestimable investing tycoon Kevin Xu. Xu, formerly of GitHub, is the founder of Interconnected, a bilingual newsletter on the intersections of tech, business, investing, geopolitics, and US-Asia relations. In this interview, we discuss: The digital sovereignty movement and the lessons we can learn from China's Great Firewall; The value and risks of open source architecture in the future of AI governance; Meta’s long history of open source and how Llama fits into that strategy; The geopolitical and cultural forces driving nations to pursue their own AI strategies; The viability of sovereign AI initiatives in the face of global tech giants. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nathan Lambert of the Interconnects substack and Allen Institute joins for a roundup where we get into: What DC should understand about the Bay Area AI engineer psyche What GPT4o and Google's AI Dev Day mean for the future of AI OpenAI's model spec, and exit, voice, and loyalty in the leading labs Outtro music: Scarlett Johansson's The Moon Song Learn more about your ad choices. Visit megaphone.fm/adchoices

We're taking one out of the archives! Douglas Irwin is a Dartmouth professor and the author of Clashing Over Commerce: A History of US Trade Policy. On this episode, Irwin provides an overview to the history of U.S. trade policy from the 18th century to the modern day, highlighting significant legislation as well as the formation of important intergovernmental organizations that have sprung up along the way. Outro Music: Janis Joplin, Mercedes Benz 19:53: On the flawed logic behind the Tariff Act of 1930, and the parallels with similarly problematic thinking in the modern day: “There’s absolutely a parallel there because some Democrats in Congress said, ‘You know, we ought to really think about this carefully, and not just our domestic interest but also our export interests, and other countries might retaliate.’ And basically, the reaction of most members of Congress was, Republicans at the time, ‘No, we don’t have to worry about that. This is a domestic piece of legislation, it doesn’t really concern other countries. They’re not going to retaliate.’ And, of course, they did.” 39:40: Doug discusses the tips and tricks behind one example of “tariff engineering”: “The tariffs applied to motorcycles with piston displacements of 700cc and above. What Honda started doing is producing a 699cc version. Now the difference [between the two] is imperceptible, but just by changing that one cubic centimeter, it changed the whole tariff treatment and you avoided a 45 percent tariff and were assessed at a much, much lower rate.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Brad Setser of CFR talks Biden's new tariffs! Earlier podcast deep dive on Chinese EV policy: ChinaTalk: Why Chinese EVs Will Take Over the World on Apple Podcasts Earlier podcast on the deep history of US trade policy: ChinaTalk: Tarriffs, taxes, and trade: Doug Irwin on ChinaEconTalk on Apple Podcasts Brad's paper: Power and Financial Interdependence (ifri.org) Outtro Music: Golden Earring's Radar Love Here's a fun playlist on the best car songs: https://open.spotify.com/playlist/6l0sSAdFwyCH1yzQX2IrKQ?si=fb3b8fdd29644631 Learn more about your ad choices. Visit megaphone.fm/adchoices

Charles Clancy is the CTO of MITRE, an American not-for-profit organization managing federally funded research and development centers (FFRDCs) supporting various US government agencies in defense, healthcare, national security, and cybersecurity fields, among others. In this interview, we discuss: What is MITRE and how does it support national science & technology strategy How China threatens America’s infrastructure and university R&D The cyber workforce gap and how AI could fill it Finding mission-driven work for highly skilled technologists How the ecosystem of S&T and R&D funding evolved through the 20th century to today Outtro music: Yung Bae, Magic Yung Bae - Magic (youtube.com) Learn more about your ad choices. Visit megaphone.fm/adchoices

TSMC is taking on Arizona. How's it going? To discuss, ChinaTalk interviewed Viola Zhou, journalist at Rest of World. She has published pieces on Foxconn's quest to make iPhones in India and most recently, a gripping feature about the cultural challenges that TSMC is facing trying to manufacture semiconductors in the USA. Throughout her story, we get a peek into a world of rigid hierarchies, American workers who are slow on the uptake, and culture clash over pornographic desktop flair. Today’s interview discusses: Sleuthing techniques for independent journalism; The challenges faced by Taiwanese semiconductor engineers relocating to Arizona; TSMC’s management style and the complaints raised by new American employees; The similarities and differences between TSMC’s expansion to the USA and Foxconn’s expansion to India; Whether adapting to American work culture will tank the prospects of the new Phoenix Fab. Learn more about your ad choices. Visit megaphone.fm/adchoices

India’s elections are underway! What does the future hold for the world’s largest democracy? Will the election results impact India-China relations? What about India-US relations? To discuss, ChinaTalk interviewed Dr. Raja Mohan, Director of the Institute of South Asian Studies at the National University of Singapore. Co-hosting today is James Crabtree, author of The Billionaire Raj. We get into: What the border disputes between China and India can tell us about the political economy of the two nations; The anti-imperial history that frames India-China relations; Modi’s election prospects and India’s spirit of democracy; What score Biden’s diplomatic team has earned in Southeast Asia; Criticisms of Modi and accusations of democratic backsliding; Opportinities for friction in the US-India relationship, including Trump tariffs, immigration, and Russia; Whether the US is making a “bad bet” on India, and how India is prepared to involve itself during an invasion of Taiwan. Outtro Music: Jhoome Jo Pathaan Vishal-Shekhar, Arijit Singh, Sukriti Kakar, Vishal Dadlani, Shekhar Ravjiani, Kumaar https://open.spotify.com/track/6FAYpZ4jve8vpvTwUvjK6H?si=66c7c984fd52497cs 12 Bande 12 Bande - song and lyrics by Varinder Brar | Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices

Ryan Takeshita is the Chief Global Editor at PIVOT, a new media outlet in Japan focused on the emerging startup scene. We get into: A stroll through recent economic history leading to today's 'boom times' Why more people are looking to leave traditional occupations for insurgent firms Challenges around demographics and immigration Outtro Music: Idol by Yaosobi https://open.spotify.com/track/1hAloWiinXLPQUJxrJReb1?si=36552bdc34cb4a73 Matsuri No Genzo by Hideo Shiraki and 3 Koto Girls https://open.spotify.com/track/6eTteH1zyZeQKZ2Mu7VC5d?si=230b3d1739d5417e Learn more about your ad choices. Visit megaphone.fm/adchoices

To learn about Japan’s new economic national security policy, export controls, chip policy, lessons from history, and even space policy, we interviewed Kazuto Suzuki. Suzuki-san is a professor at the University of Tokyo. He serves as an advisor to Japan’s Ministry of the Economy, Trade, and Industry (METI) as well as advising Japan’s space program. He served on the UN Security Council's Iran Sanctions Panel, and he also recently established the Institute of Geoeconomics at the International House of Japan. We get into… What Japan’s new economic national security law does, and what it means for global semiconductor supply chains; The state of multilateral export controls; Nippon steel, the US election, and cooperation between East Asian democracies; Historical examples of economic coercion, from the Qing Dynasty to FDR vs imperial Japan to the Senkaku islands; Japan’s goals for space commercialization; … and more! Co-hosting today is Arrian Ebrahimi, student at Yenching academy and author of the Chip Capitols Substack. Outtro Music: Every Breath You Take/Theme from Peter Gunn as featured on the Sopranos The Sopranos - Every Breath You Take (youtube.com) Cover photo: Toyohara Kuniteru III | Illustration of the Imperial Diet House of Commons with a Listing of all Members | Japan | Meiji period (1868–1912) | The Metropolitan Museum of Art (metmuseum.org) Learn more about your ad choices. Visit megaphone.fm/adchoices

Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into: Intel's process progress and rocky financial road ahead Reflections out of GTC Jensen's galaxy brain Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development. Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA Learn more about your ad choices. Visit megaphone.fm/adchoices

Straight from Tokyo, Japan: an exclusive with Amb. Rahm Emanuel. Before his current posting as US ambassador to Japan, Rahm served as a senior advisor to Bill Clinton, multiple terms in the US House of Representatives, Obama’s first chief of staff, and the mayor of Chicago. If nothing else, you can count on his gloves-off, no-holds-barred approach to politics — and he’s been no different when it comes to China. Notwithstanding reports that even officials in Biden’s NSC have told him to stop “taunting” China, Rahm has been consistently, uniquely willing to say out loud what virtually every other high-ranking US official doesn’t. Of course, the ambassador — or, as his desk placard during his chief-of-staff days read, “Undersecretary for Go Fuck Yourself” — may take issue with that framing. His comments aren’t “critical,” Rahm says, but “truthful.” This interview covers a ton of ground. On China: How the Biden administration is closing the chapter on “hub and spokes,” what tomorrow’s “latticework” architecture will look like, and what Asia-Pacific alliances might look like under a second Trump administration; The future of Japan-Korea, and a peek behind the curtain on how the historic Camp David summit materialized; Rahm’s “3 Cs” for China — calm, conflict, charm — and how US foreign-policy leaders should reckon the mutual inconsistencies among those three; And roads not taken by Xi: why Rahm thinks China’s entrepreneurial culture has taken a nosedive, and what China’s government today is most scared of. And on politics and life: Why “diplomacy” and “politics” are the same thing — and why that’s a good thing; Whether the State Department suffers from a personality deficit, and what makes for a good ambassador; How to heal America’s body politic — post-Trump, post-Recession, post-GWOT; Why Rahm thinks “quality time” with kids is “BS,” and thoughts on raising kids as a time-crunched politician; And what Rahm thinks the biggest emerging threat to the world is. I really enjoyed my trip to Japan, and I’d love a financial excuse to continue recording shows on the country. If you work at JETRO, METI, The Japan Foundation, Mitsubishi, Rakuten, etc. and are interested in seeing more deep coverage of Japan and US-China-Japan relations on this podcast, do reach out! Outtro music: Tadao Hayashi Japanese Harp Trio's 1977 take on I Could Have Danced All Night Tadao Hayashi Harp Trio – The Impossible Dream 1977 (youtube.com) Also from 1977, Tokai by Kaeko Onuki Tokai (youtube.com) Learn more about your ad choices. Visit megaphone.fm/adchoices

Biotech. What is it? Why should you care? Does biotech really matter for national security? What are China’s biotech ambitions? To find out, ChinaTalk interviewed Jason Kelly, the Chair and Vice Chair of the National Security Commission on Emerging Biotechnology. Jason is the Co-Founder and CEO of Ginkgo Bioworks, a publicly traded firm that provides a horizontal platform for cell programming. Michelle Rozo is currently Vice President of Technical Capabilities at In-Q-Tel, and she previously held positions in Biden’s NSC, the Department of Defense, and on the Hill. Co-hosting today is Chris “CRISPR” Miller, author of Chip War. We get into: The powerful science behind genetic engineering ; How the US government turned biotechnology into a $1 trillion industry over the course of the last fifty years; Why generative AI is destined to revolutionize synthetic biology; And whether China’s national biotech champions can leapfrog the US. Outtro music: Suite Bergamasque: Clair de Lune, No. 3 (youtube.com) Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Congress for real this time? To discuss the US domestic politics of the dramatic rollout and broader social, national, and geopolitical implications of the House's passage of a bill that would force Bytedance to divest from TikTok US, Ben Smith of Semafor joins the podcast. Outtro music: Olivia Rodrigo - Deja Vu 【Sped Up & reverb】 (youtube.com) The Platters - Only You - Lyrics - YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you stand up an effective national AI project? Is the world prepared for the Reformation-level societal change AI could bring? Matt Clifford, according to Politico Britain’s most powerful tech adviser, joins ChinaTalk to discuss! He served as Prime Minister Sunak's sherpa for the UK AI Summit, chairs ARIA, the UK's answer to DARPA, and co-founded Entrepreneur First, a startup incubator with a strong presence throughout Europe and Southeast Asia. We get into: Tech Diplomacy & the UK AI Safety Summit: How countries are waking up to the watershed moment at the advent of powerful new AI, and the surprising commonalities in China’s perspectives on AI safety. Organizational Design at ARIA: What are the challenges creating a world-class science project in government? How can you attract the best people and create the right organizational culture for success? Open Source AI and the Global AI Race — How should we evaluate the approaches to AI across different countries and private actors? What’s the verdict on open source models? Preparing for monumental changes — and why history cautions against expecting business as usual, and how fiction can open our mind to the possibilities. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chinese Doomscroll, which faithfully records happenings from the wild west that is Weibo (China’s Twitter/X equivalent), won the ChinaTalk award for best China-focussed Substack on 2023. Today we have on the brain behind the newsletter: Molly, who’s been doomscrolling for us since early 2023. We discuss: Why Weibo keeps Molly up at night; Chinese elementary school kids’ academic prowess; How social issues gain attention on the trending list; Terrible bots; And what makes microblogging uniquely compelling. Outtro music is 演员 by Joker Xue 薛之谦: https://www.youtube.com/watch?v=XKuL5xaKZHM Learn more about your ad choices. Visit megaphone.fm/adchoices

How can AI change diplomacy? To discuss the State Department’s options for AI integration, we interviewed the State Department's Deputy Chief Data and AI Officer, Garrett Berntsen. He served as an officer during two tours in Afghanistan and recently rotated off the NSC. He's optimistic diplomacy can be more effective with comprehensive, timely, and accurate data-driven analysis, and that AI will be part of achieving that mission. We get into: How AI can streamline bureaucratic busy work The value of data-driven negotiation prep in diplomatic contexts The benefits of transparency in a democratic society What level of risk is appropriate for the civil service How close he is to getting ChatGPT into State The balance between transparency and secrecy in the age of big data How the Snowden leaks changed the State Department’s relationship with technology What the State Department can and can't import from the private sector Thanks to the Hudson Institute and Andrew Marshall Foundation for supporting this podcast. Outtro music: 國蛋 GorDoN - White Noise ft. 蛋堡 Soft Lipa https://www.youtube.com/watch?v=31ZM440owzw Learn more about your ad choices. Visit megaphone.fm/adchoices

Why can India design chips with the best of them but has completely failed to develop fabs, much less a broader electronics industry? To discuss, I have on Pranay Kotasthane, former chip designer at TI and Qualcomm who now works at the Takshashila Institution and is the author of the new book When the Chips are Down. Chris Miller of Chip War cohosts. We get into: How the political economy of technology in India led to world class software and services but underwhelming manufacturing Why India was slower to the uptake than China that socialism really sucks at getting your country rich What it takes to design a chip. Outtro music: Ye Jo Des Hai Tera https://youtu.be/4tiVPuLbbHg?feature=shared Image: spectacular Mughal painting of an elephant currently on at the Met. that I prompted with semiconductor alot https://www.metmuseum.org/art/collection/search/825607?pkgids=906 Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to train a frontier model? What's the know-how, the secret sauce that makes firms lets OpenAI and Deepmind push the limits of what's possible? How much are Chinese firms benefitting from western open source, and in the long term is it possible for western labs to maintain an edge? The hosts of the excellent Latent Space podcast, Alessio Fanelli of Decibel VC and Shawn Wang of Smol AI, come on to discuss. We get into: How the secret sauce used to push the frontier of AI diffuses out of the top labs and into substacks How labs are managing the culture change from quasi-academic outfits to places that have to ship How open source raises the global AI standard, but why there's likely to always be a gap between closed and open source China as a "GPU Poor" nation Three key algorithmic innovations that could reshape the balance of power between the GPU rich and GPU poor Outtro music: CHEKI https://open.spotify.com/track/1zKL2bOEkMDGuIjLhG34YA?si=9a713a88aa3d4f71 Cover photo: "Inkstand with A Madman Distilling His Brains" 1600s Urbino. Kind of like training a model! https://www.metmuseum.org/art/collection/search/188899 The met description: In this whimsical maiolica sculpture, a well-dressed man leans forward in his seat with his head in a covered pot set above a fiery hearth. The vessel beside the hearth almost certainly held ink. The man’s actions are explained by an inscription on the chair: "I distill my brain and am totally happy." Thus the task of the writer is equated with distillation—the process through which a liquid is purified by heating and cooling, extracting its essence. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Pottinger reported for years out of China, served as a US Marine Corps intelligence officer in Iraq and Afghanistan, and held several senior roles on Trump's NSC , concluding his time in the White House as the Deputy National Security Advisor. Today, Matt chairs the China Program at the Foundation for the Defense of Democracies. In this interview, we discuss: How Matt expects a second Trump administration’s China policy might develop. Why Trump is leaning more into strategic ambiguity than Biden, what that means for deterrence, and how that impacts the likelihood of him standing by were the PRC to invade Taiwan. Why bipartisan support for the US-China trade war will continue to shape the contours of great-power conflict. Matt’s look at the origins and political fallout of COVID-19. Plus, reflections on Mike Flynn and how Trump ran his NSC. SUBSCRIBE TO THE NEWSLETTER! https://www.chinatalk.media/ Outtro music: Miles Davis, So What https://www.youtube.com/watch?v=ylXk1LBvIqU Learn more about your ad choices. Visit megaphone.fm/adchoices

Heart attacks, prostate cancer, Jake Sullivan awake for a home invasion attempt at 4 AM because he was just up working on a random Tuesday night? Is the national security bureaucracy in America unwell? To discuss, I have on today John Gans, a former Pentagon speechwriter, who’s had many, many other jobs in Washington. He is also the author of the fantastic “White House Warriors,” a history of the National Security Council. We get into: Why the organizational design of the NSC leads to such crushing burdens for midlevel and senior staffers The kinds of high-flyers that are drawn to the national security complex and what keeps them there How POTUS’s time constraints impact decision-making Why NSC’s historically are excellent at spotting problems but often overeager when crafting solutions The NSC’s role in America’s “forever wars.” Roosevelt, Kennedy, Nixon, and Trump’s “maverick model” of running the NSC compared to the Eisenhower vision of “regular order” How seemingly prosaic technological innovations like track changes and video conferencing have dramatically changed national security policymaking How reading Shakespeare can improve the quality of our policy-making What a better model could look like Illustration from the New Yorker's recent feature on Sullivan. https://www.newyorker.com/magazine/2023/10/16/trial-by-combat Outtro audio from Learn more about your ad choices. Visit megaphone.fm/adchoices

Kharis Templeman, research fellow at Stanford’s Hoover Institution, returns to ChinaTalk to break down the recent Taiwan elections, held on January 13. We discuss: The lack of surprises in the election results, the subdued vibes during the campaign, and contrasts between local perspectives and foreign media narratives. Why the KMT failed to win the presidency, notwithstanding voter dissatisfaction with the DPP. China’s surprisingly muted response to the election, and how it may reassess its cross-Strait policies given a third DPP president. The new composition of the Legislative Yuan, and the strategic position of the Taiwan People’s Party as gatekeeper. Observations from Kharis’s time in Taiwan during the election season, and the gift of Taiwan’s democratic process. Outro music: https://www.youtube.com/watch?v=epwlWDCCevY Learn more about your ad choices. Visit megaphone.fm/adchoices

How did the US Navy evolve over the first half of the 20th century from a bunch of unschooled violent sailors who couldn't shoot straight to the world's largest and most technologically advanced fighting force? What lessons around organizational design can we learn from this transformation? Trent Hone, author of Learning War and Mastering the Art of Command, joins to discuss. Outtro Music: A selection from Brahms' 3rd Symphony, apparently Adm. Nimitz's favorite https://open.spotify.com/track/3T9xcTbS2E3epbncsMwkNC?si=296e316488c841d5 Learn more about your ad choices. Visit megaphone.fm/adchoices

How did Lai win, what does China think, and what’s at stake for the DPP? ChinaTalk editor Nicholas Welch reads his latest recap of the 2024 Taiwan elections: https://www.chinatalk.media/p/taiwan-election-results-how-lai-won Subscribe to the newsletter! https://www.chinatalk.media Outro music: https://www.youtube.com/watch?v=4JV9ayVWYr8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Should AI be more open or closed? What does it mean to be open, anyway? And can France overtake China in AI?? Today I'm running a crossover episode with the Retort AI, hosted by AI Ethicist Tom Gilbert and Nathan Lambert who writes the fantastic https://www.interconnects.ai/ newsletter covering technological advancements in machine learning. Outtro Music: Bela Fleck et al, Bahar https://open.spotify.com/track/4D1ne3QFCBtUU2xFnoTir4?si=aeef1aefc6e047c6 Cover photo is a Midjourney a riff off of this very cool Derian portrait showing in the MET till Jan 21 https://www.metmuseum.org/art/collection/search/846896?pkgids=884 Learn more about your ad choices. Visit megaphone.fm/adchoices

New year, new PilotTalk! Ben Smith, editor-in-chief of Semafor, joins Jordan and editor Irene to watch Chinese and Taiwanese TV shows. Ben’s favorite genre is crime and police dramas, and we cover the following new-ish releases: A Date With The Future 照亮你 (2023, mainland): Romance where a firefighter falls in love with a journalist! **Ordinary Greatness** 警察荣誉 (2022, mainland): Sitcom about a local police station. The World Between Us 我們與惡的距離 (2019, Taiwan): Acclaimed miniseries set in the aftermath of a mass shooting, addressing media sensationalism, treatment of the mentally ill, and the death penalty. Outtro music: Kiss Me by Taiwanese artist Karencici https://open.spotify.com/track/7HZmJLWtISxYnoBqwx04bw?si=896165f1b52a4aa0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Margaret Palmieri is the Deputy Chief Digital Artificial Intelligence Officer. I had her on to dicusss: Innovation vs diffusion in the DoD context Data issues making her life difficult How CDAO sources and tests ideas for implementing AI into different corners of the kill chain Thanks to the Andrew Marshall Foundation and the Hudson Institute’s Center for Defense Concepts and Technology for bringing you this episode. Outtro music: SCIENTISTS & ENGINEERS Andre 3k, Killer Mike, Future, Erykah Badu https://www.youtube.com/watch?v=kU0SmxKucCw Learn more about your ad choices. Visit megaphone.fm/adchoices

Jake Newby of the substack Concrete Avalanche with an end of year ChinaTalk takeover! Here's his accompanying year in review post https://jakenewby.substack.com/p/2023-in-review?utm_source=activity_item Tracklist: Intro: 'Lost in China' (excerpt) – Tation 天声 (self-released) This 'postmodernist rock band from Tibet' produced some of their best work to date on the remarkable Illusions of the New Era EP. ‘Wen’s Woozy Wrap’ – Pu Poo Platter (fRUITYSHOP) Key cut from Brooklyn-formed Chinese funk group’s debut LP. ‘Greedysleeper’ – A Wordless Orange 沉默橙 (Taihe) Young Wuhan group deliver soulful pop-rock on one of the year’s best albums. ‘Watch the Crown’ – BoomHan 包涵 (Seafood Market Records) A sample of the 17-year-old Changsha rap prodigy’s impressive flow, from his debut album Gravediggaz. ‘Umbrella’ (featuring J-Fever) – PO8 (Tildawn Music) Not a Rihanna cover. Chengdu rapper toys with Shanghai jazz sounds. ‘Rap’ – ZhiYu Xia 夏之禹 (Mintone Records) Sichuan-born rapper, dubbed ‘the Jia Zhangke of hip hop’, dissects how he fell in love with the genre. ‘Where’s Tommy?’ – Hualun 花伦 (bié Records) intriguing change of direction from the ambient soundtrack masters. ‘Specter’ – The Fallacy 疯医 (Modern Sky) Brilliant return to form from Henan post-punks enlivened by new recruit Li Zenghui, who also played sax with Black Midi earlier this year ‘Cliff’ – The river, Orchestration, Walkman! 河边走 (self-released) Short sharp burst of bewildering brassy brilliance from one of the best new bands to emerge in 2023. ‘Vanished Instant’ – A Fishy Tale 有话 (Qiii Snacks Records) Another young band with a psychedelic sound; recorded during a trip to a Zhejiang mountain village. ‘East Yunnan Hallucinations’ – Instinkto Industrio 本能事业 (Maybe Mars) Folksy rhythms mix with techno-dystopian lyrics on one of 2023’s most characterful records. ‘Standing in the Wind’ – Zhaoze 沼泽 (self-released) Guangdong guqin-driven post-rock outfit’s new album is one of their best. ‘Station 2020’ – Wu Zhuoling 吴卓玲 (self-released) The leading lady of alternative Chengdu music serves up an immersive ambient tune. ‘The Little Assassin Who Lives Beside the Sea Becomes and Environmentalist’ – Li Daiguo 李带菓 (Beihesan) The Dali-based artist had a productive year; this beautiful number was among the highlights. ‘Daididau’ (excerpt) – Mamer (Old Heaven Books) A too-short taste of a 7-minute long improvised piece on traditional Kazakh instrument the sherter from musical genius Mamer. ‘Four Seasons’ – Hugjiltu (self-released) An emotive folk number from an album featuring ‘collaborations’ with tapes of the Mongolian musician’s late father. ‘Harbour for Bias’ – Louzhang 楼长 (Jyugam) An alt-ambient highlight from a strong year for this offbeat Guangdong electronic label. ‘Snoring in the Valley’ – Howie Lee (self-released) Quirky electronic music from the renowned producer, quietly slipped out at the start of the year. ‘Solaris’ – Zhang Weiwei 张玮玮 (self-released) Chinese folk grandee swaps his accordion for a synth to interesting effect on his first album in over a decade. ‘I Want An Earth’ – Yu Su (pinchy&friends) Title track from the celebrated producer’s impressive EP of clever, beguiling electronic sounds. ‘Holes of Time’ – 33EMYBW (SVBKVLT) A typically idiosyncratic slice of avant club music from one of China’s leading producers. ‘The Forest That Hears’ – Laughing Ears (self-released) A welcome return from one of the country’s most interesting electronic music artists. ‘W.C.’ (Liars remix) – otay:onii (No Gold) Acclaimed artist Angus Andrew adds a new dimension to otay:onii’s weirdness after bié Records released her third LP in March. ‘Ἀντὶ θεῶν’ – Ὁπλίτης (self-released) Incredible one-man-band creating blistering metal tunes examining Chinese social issues. In Greek, obviously. Learn more about your ad choices. Visit megaphone.fm/adchoices

80 episodes and 145 newsletters later, we've made it through my first year working on ChinaTalk full time. Editor Ryan Hauser hosts a review episode where we reflect on the past year, get into my production function, what I think the point of all of this is, and how I expect to evolve ChinaTalk in 2024. Please get in touch! I'm at [email protected] Here's my cause exploration essay: https://forum.effectivealtruism.org/posts/E2BghQq9pwPgtHgiH/war-between-the-us-and-china-a-case-study-for-epistemic Outtro music: Gurrumul, Bayini https://open.spotify.com/track/1XZ9HxC4MiMUUNQ7WKFucM?si=a40c4dfdd71c428e Learn more about your ad choices. Visit megaphone.fm/adchoices

Brad Setser, fellow at CFR who spent a year during the Biden Administration in USTR, joins ChinaTalk to discuss: China's long term growth trajectory and implications for national power Zambia debt negotiations and Argentina's dollarization When strategic trade policy can make sense Panda export controls Sign up here for international intrigue! https://www.internationalintrigue.io/?utm_source=chinatalk&utm_medium=newsletter&utm_campaign=1223 Kyla Scanlon of the https://kyla.substack.com/ newsletter cohosts. Outtro music: I Hear a Rhapsody, Bill Evans and Jim Hall https://open.spotify.com/track/2oEvw0AfrT2fPNpEnBwVml?si=cc9f1add64034de7 Midjourney image: a panda bald eagle combined mystical animal in the style of a traditional chinese painting Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Xu of https://interconnect.substack.com/ and I run down our top five stories of the year in US-China tech. We get into: The eternal chip war The battle for AI model supremacy EV competition Venture investing in China PDD and Temu's rise TikTok's impressive resilience Here's ChinaTalk's attempt to benchmark Chinese models https://www.chinatalk.media/p/putting-chinas-top-llms-to-the-test Outtro music: two songs from my spotify wrapped which are kind of ancillary to crappy US-China relations? 2gether, Mura Masa and Gretel Ganlyn: https://open.spotify.com/track/1Wqd0R1X1tuVK9FySVyLpt?si=48a61ddf3f094b57 No Talk, Lowell: https://open.spotify.com/track/0ToOqwERQswtN1O7AveCU9?si=9424183956b74960 Learn more about your ad choices. Visit megaphone.fm/adchoices