ChinaTalk

Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis. We get into: How this chip illustrates Chinese engineering excellence and the porous nature of the current export control regime Why we can expect AI chips on par with the A100 coming out of China in the next two years What steps the US government could take to tighten export controls and set back the Chinese semiconductor ecosystem How China has come to dominate both the lagging edge and the EV space Here's my piece on the topic: https://www.chinatalk.media/p/huaweis-breakthrough-the-strategic And here's Dylan's: https://www.semianalysis.com/p/china-ai-and-semiconductors-rise Outtro music: 潮州土狗 - 50元的檳榔 https://www.youtube.com/watch?v=mjl2qabfSNs Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of China Talk explores the past, present, and future of Congress with AEI's Philip Wallach. We get into: Origins of representative government trace back to medieval England, when the king consulted regional advisors – leading to development of Parliament Founders inspired by this model when establishing Congress, wanting representation for diverse parts of young U.S. But competing visions emerged for how Congress should work: Madison's view: embrace factional conflict and compromise Wilson's view: stronger centralized leadership These tensions played out through different eras of Congress: Early years: backlash against Hamilton’s Treasury power leads to first political party New Deal/WWII: Congress oversees executive branch while enabling key programs Civil rights era: Senate leaders allow extended filibuster, focus national attention, build enduring coalition 1970s reforms decentralize Congress but decrease cooperation between members over time Under 1994 Gingrich revolution, partisan centralization becomes norm – embraced by both parties Potential futures discussed, including a fever dream of Philip's where an immigration crisis actually prompts real lawmaking. Outtro music: Nixon's 1972 campaign song Learn more about your ad choices. Visit megaphone.fm/adchoices

How does the public, corporations, academia and civil society end up directly influencing some of China's most important regulations? What's the trajectory of China's approach to AI? Matt Sheehan of CIEP returns to discuss the AI regulatory policy process in China! Matt's paper: https://carnegieendowment.org/2023/07/10/china-s-ai-regulations-and-how-they-get-made-pub-90117 Outtro music: 曾涵江Cup ：天选 CHOSEN ONE https://www.youtube.com/watch?v=OB607_3sDYQ Image: I took an image from Dunhuang and prompted it with "artificial intelligence" Learn more about your ad choices. Visit megaphone.fm/adchoices

Culture month continues with some traditional Chinese painting coverage! What was it like to paint in premodern China? How did a husband-wife and master-mentee team up to produce some remarkable art? Why is it okay to say Chinese art is "good" or "bad" while those who critique western art have so much heartburn over saying their opinion? Cohosting is Joseph Scheier-Dolberg, Chinese paintings curator at the MET. This episode is better experienced on YouTube. Check out the video on ChinaTalk's YouTube channel here: https://youtu.be/Rxr6xOj29A8 Here's the link to the exhibit: https://www.metmuseum.org/exhibitions/learning-to-paint/exhibition-objects Learn more about your ad choices. Visit megaphone.fm/adchoices

Emily Benson (CSIS) and Martin Chorzempa (PIIE) come on to discuss the new executive order and Treasury's ANRPM (advanced notice of proposed rulemaking) on novel outbound investment screening rules on AI, quantum and semis. Treasury document: https://home.treasury.gov/system/files/206/Treasury-ANPRM.pdf Outtro music: 水碾河南三街 LSGCsikoriot https://www.youtube.com/watch?v=1Wzz1Deafh8 Midjourney: used this 18th century Japanese woodprint and prompted it with "quantum semiconductor" https://www.metmuseum.org/art/collection/search/55371 Learn more about your ad choices. Visit megaphone.fm/adchoices

Should democracies band together to protect themselves from Chinese economic coercion? What can deterrence theory teach us about geoeconomic strategy? To discuss these questions, I brought on Matt Goodman and Matt Reynolds of CSIS along with Matt Klein of The Overshoot and David Talbot of the Milken Institute. We discuss: –Why China uses economic coercion, especially against smaller states. –How democracies might join together to deter and respond to this aggression. –Why reslience beats retaliation when it comes to economic conflict. Outro music: "(You're The) Devil in Disguise," Elvis Presley. Check out our newsletter! chinatalk.media Learn more about your ad choices. Visit megaphone.fm/adchoices

This August, ChinaTalk is going to take a bit of a break from our usual routine of tech and politics coverage to spend some time with Chinese culture! Starting us off is Jake Newby of the Concrete Avalanche substack who will be taking us through a radio hour of some of the most interesting independent music coming out of China. Here's the playlist: Intro music: Voision Xi - 'Too Late to Complain' from Five Loops in Her Way. More on that EP here; listen to Voision's jazz record Lost For Words here. 1. Voision Xi - 'Catch the Train' from Eating Music's Running With Friends. More on that compilation here. 2. Vii M - 'Man O' War (Cocoonics remix)' from The Other Side of Sublunary (The Remixes). More on Vii M and Sublunary here. 3. Lygort Trio - '藏身之处' from Lygort Trio. More on them here. 4. Hualun - 'Cities of the Red Night' from Tempus. More on Tempus here. 5. Zhou Shijue - '幸福来的这么自然‘ from 应运而生. More on his record with J-Fever and Eddie Beatz here. 6. 33EMYBW - 'The Unheard Southern Mountains' from Long May the Water Flow. More on that compilation here. 7. Li Daiguo - '小精灵幼儿园放学' from 吥哔呢未来音:奇幻童年. 8. Zhaoze - 'Stand in Wind' from No Answer Blowin' in the Wind. More on that album here. 9. Ὁπλίτης - 'Ὁ τῶν τραυμάτων ἄγγελος' from Τρωθησομένη. More on Hoplites here. Learn more about your ad choices. Visit megaphone.fm/adchoices

How is the DoD thinking about deploying AI? What are the challenges and opportunities involved in building out AI assurance? To discuss, I brought on Dr. Jane Pinelis, Chief AI Engineer The Johns Hopkins University Applied Physics Laboratory. She was previously the Chief of the Test, Evaluation, and Assessment branch at the Department of Defense Joint Artificial Intelligence Center (JAIC). Prior to joining the JAIC, Dr. Pinelis served as the Director of Test and Evaluation for USDI’s Algorithmic Warfare Cross-Functional Team, better known as Project Maven. Cohosting is Karson Elmgren of CSET. Outtro music: https://www.youtube.com/watch?v=HgzGwKwLmgM Learn more about your ad choices. Visit megaphone.fm/adchoices

Until yesterday, Qin Gang 秦刚 was serving as China’s Minister of Foreign Affairs. But on Monday, July 24, the National People’s Congress Standing Committee announced an emergency meeting for the next day, July 25, during which Qin was “removed” 免职 (albeit not “dismissed” 撤职) from his position as China’s #2 diplomat. To dissect the rumors and make sense of it all, we have on Matt Brazil — a senior China analyst at BluePath Labs, writer for SpyTalk, fellow at the Jamestown Foundation, and longtime friend ChinaTalk. (Check out our January 2021 show with Matt!) We discuss: Precisely what we know and don’t know about l’affaire Qin; How journalist Fu Xiaotian 傅晓田 is wrapped up in all of this — and how those with CCP connections somehow end up with private jets and buy-ins to elite universities; Qin’s possible connections to the Ministry of State Security — and why that might rub his subordinates the wrong way; How the CCP has dispensed with previous political elites, and whether Qin’s treatment resembles theirs; and Why it is that sometimes even the heads of CCP security don’t even know what’s going on! Outro music: 我要你的愛, by 葛蘭; “Saving All My Love For You,” by Whitney Houston Check out our newsletter! https://www.chinatalk.media Learn more about your ad choices. Visit megaphone.fm/adchoices

ChinaTalk welcomes Taiwan expert and Hoover research fellow Kharis Templeman. This episode is all things 2024 Taiwan elections — slated for January 13, 2024. In addition to his teaching responsibilities, Kharis is the program manager of the Project on Taiwan in the Indo-Pacific, and previously was the program manager of the Taiwan Democracy and Security Project. In this show, we discuss: The frontrunners’ profiles — Lai Ching-te 賴清德, Hou Yu-ih 侯友宜, and Ko Wen-je 柯文哲 — and what makes this three-way race different from previous elections; Why the KMT’s nomination process was somewhat quirky this time around; The importance of party unity, and why some Taiwanese political parties have failed to unify in past election cycles; What’s on Taiwanese voters’ minds — beyond national-security concerns; The CCP’s preferred winner — plus if and how any PRC-based interference may manifest over the coming months; Why Taiwan’s election system is “unhackable”; What to make of the spread of disinformation and hyper-partisanship in Taiwan’s domestic media; And some pro tips on escaping the DC bubble and understanding the Taiwanese populace. Outro music: Bubble Tea, by Mango Street Papa 芒果街老爸 Check out our newsletter, too! https://www.chinatalk.media Learn more about your ad choices. Visit megaphone.fm/adchoices

• How did the Chinese EV industry become so dominant? • What institutional and cultural factors shape China’s auto market? • What can Western democracies learn from Chinese industrial policy? To discuss these questions, I brought on GWU professor John Helveston, an expert in tech and innovation policy and Chinese electric vehicles. Outro music: https://open.spotify.com/track/4QQEzkxcONBthDLfzqIh9S?si=2af235017c8c4449 Photo: Peter Parks/AFP/Getty Images Learn more about your ad choices. Visit megaphone.fm/adchoices

What companies beyond OpenAI matter to the future of AI? What is the relationship between closed and open source source? When will researchers lose the reins to government on AI's trajectory? To discuss, this week I brought on Matt Lynley of the fantastic Supervised News substack as well as Lux Capital's Danny Crichton. Jade Leung's thesis: https://ora.ox.ac.uk/objects/uuid:ea3c7cb8-2464-45f1-a47c-c7b568f27665 Outtro music: https://open.spotify.com/track/2opgXfgG4tdM2fuHiamoaG?si=e1eabaf135d846d3 Learn more about your ad choices. Visit megaphone.fm/adchoices

Foreign aid is dominated by just a few huge players that receive the bulk of grants from the US government. But is bigger better? And are local players with innovative solutions to global issues missing out? Unlock Aid wants to see smaller stakeholders get access to more funding and seats at the table. The group’s executive director, Walter Kerr and COO Amanda Arch explain why. We also discuss: How much the US spends on foreign aid each year and who gets that money. How to make the distribution of foreign aid more efficient. Why Unlock Aid wants to break down the barriers to accessing public funding. How AI could be used in foreign aid. China’s latest attempts to restrict data access to international researchers. Outro music: 好了啦 (Piss Off) by 鼓鼓呂思緯 (GBOYSWAG) https://www.youtube.com/watch?v=3D-ixUMcTPY Check out the Substack at ChinaTalk.media! Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Huang, Taiwan military expert and research fellow at the Taiwan Public Opinion Foundation, returns to ChinaTalk! Today he gives us an update on Taiwan’s military readiness, the PLA’s expansion, and whether Xi Jinping would really send it. If you missed his episode back in 2020, give it a listen, too. And check out his recent thoughts posted on NBR, as well as his long-form special report, “Threats to Taiwan’s Security from China’s Military Modernization.” In this episode, we cover: The status quo of Taiwan’s reservist forces and command-and-control capabilities — and how Western countries perceive that status quo; How the PLA’s military capabilities stack up against Russia’s performance in the Ukraine war thus far; What insights we can glean from PLA-facing propaganda; Why Ukrainian forces have been successful in repelling the Russian military thus far, and why Xi Jinping would loathe a protracted war over Taiwan; Paul’s take on the PLA’s recent military maneuvers against US and Canadian assets in the Taiwan Strait and South China Sea; What the Taiwanese populace believes about PLA military action, US military support for Taiwan — and why these trends have changed over time; China’s robust satellite expansion program, and how it plays a role in its aircraft carrier “kill chain”; Likely and unlikely PLA invasion scenarios — and the corresponding discussions that would occur in the White House; What Taiwan military officials — like Admiral Lee Hsi-ming (Ret.) 李喜明 — think about Taiwan’s military readiness for an invasion. If you liked the podcast, make sure to hop on our newsletter, too! https://www.chinatalk.media Outro music: 逆光 - Kimberley Chen 陳芳語 https://www.youtube.com/watch?v=tDw1B_hWwbw This interview was taped on June 16, 2023, in Taipei. Learn more about your ad choices. Visit megaphone.fm/adchoices

What happened over the past few days in Russia? What does this mean for the future of Putin and the war in Ukraine? To discuss, I recorded today a show with Kamil Galeev, a PKU classmate of mine formerly of the Wilson Center. Outtro music: Repo Man, Coup d'etat https://www.youtube.com/watch?v=CJjuVzZQj0U Learn more about your ad choices. Visit megaphone.fm/adchoices

Blinken went to China to meet with Qin Gang, Wang Yi, and Xi himself! What happened, why does it matter, and does this make it any less likely we'll be in WWIII anytime soon? Do discuss, I bought on Dali Yang, political science professor at UChicago, and Nathaniel Sher of Carnegie. Subscribe to ChinaTalk at https://chinatalk.substack.com/! Outtro music (a two-parter!): Selena Gomez: Lose You to Love Me https://www.youtube.com/watch?v=zlJDTxahav0 Beyonce: Start Over https://www.youtube.com/watch?v=XJAXC1lz65I Learn more about your ad choices. Visit megaphone.fm/adchoices

We're talking Chinese TV this week on ChinaTalk! Hollywood writer Trey Kollmer and ChinaTalk editor Irene Zhang discuss farming reality tv, a dongbei murder, and some super creative animated content out of Bilibili. Farmer show: https://www.youtube.com/watch?v=fklN-OnYuGc Dongbei show: https://www.youtube.com/watch?v=xs0OJVemJz4 Animated show: https://www.youtube.com/playlist?list=PL0gnw1pNh6C1yA3EUU-aQrOjI3hvBC7oQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Doug O'Laughlin of the Fabricated Knowledge substack and I discuss: NVIDIA's corporate history and how it arrived at such a dominant position today What makes it so irreplacable in the coming AI revolution The national competitiveness implications of NVIDIA in a US-China context Outtro music: 邓典果DDG/李尔新 -《帅到没朋友》 https://www.youtube.com/watch?v=-CqvpDd1xK0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Michele Flournoy, Under Secretary of Defense for Policy under Obama, CNAS founder, and co-founder of WestExec Advisors, returns to ChinaTalk to discuss: How the Biden Administration is trying to re-engage with China Reflections on innovation in defense, AI, and the war in Ukraine ChinaTalk meetup in NYC this Friday! https://partiful.com/e/taNb35oaCKjglbHHdEA1 Reuters reporting: https://www.reuters.com/world/us/why-us-delayed-china-sanctions-after-shooting-down-spy-balloon-2023-05-11/ New Yorker piece: https://www.newyorker.com/magazine/2023/05/29/two-weeks-at-the-front-in-ukraine Socila history of the machine gun: https://www.amazon.com/Social-History-Machine-Gun/dp/0801833582 Outtro music: the great Tina Turner with Marvin Gaye: https://www.youtube.com/watch?v=GTsy-uPvQoY Learn more about your ad choices. Visit megaphone.fm/adchoices

The Pentagon has a new tech strategy! What does it say, what impact will it have, and what do its authors think about technological change and warfare? Dr. Nina Kollars, advisor to Under Secretary of Defense for Research and Engineering (OUSD(R&E)) Heidi Shyu, and R&E’s Chief Data Officer Cyrus Jabbari join us to discuss in a wide ranging and at times philosophical conversation about the challenges of peacetime innovation critical technology lists lessons from the origins of the machine gun and development of modern fighter jets What Cezanne and Picasso can teach us about military innovation (from this piece https://warontherocks.com/2017/03/when-clausewitz-meets-cezanne-mastery-and-the-art-of-future-war/) NYC ChinaTalk Meetup! https://partiful.com/e/taNb35oaCKjglbHHdEA1 Here's the strategy: https://www.defense.gov/News/Releases/Release/Article/3389118/dod-releases-national-defense-science-and-technology-strategy/ R&E’s Chief Data Offcer yrHerus Jabbari Music: a guy banging on pots and pans https://www.youtube.com/watch?v=SQEedhz9ERs Midjourney is a prompt of an F16 with this late 19th century Japanese calligraphy https://www.metmuseum.org/art/collection/search/55820 Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Faggella, who for ten years has interviewed business leaders about the challenges of implementing AI, joins ChinaTalk to discuss about just how hard it is to get AI to diffuse across an economy. We also get into: Why the past ten years of AI hasn't lived up to its promise The technological, bureaucratic, and cultural challenges of corporate AI diffusion Which sectors are most and least likely to adopt quickly NYC ChinaTalk meetup: https://partiful.com/e/taNb35oaCKjglbHHdEA1 Music: Uyghur drill, Ahh? Ohh! by Athree https://www.youtube.com/watch?v=fdfgc2yr9Co Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Ding is the leading US scholar on China and AI and author of one of the earliest China-focused Substacks, ChinAI. He recently published a fire paper called, “The diffusion deficit in scientific and technological power: re-assessing China’s rise.” It makes the argument that 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 particular, “In cases when the emerging power has a strong innovation capacity but weak diffusion capacity (diffusion deficit), it is less likely to sustain its rise than innovation-centric assessments depict. Conversely, when the emerging power possesses a strong diffusion capacity but weak innovation capacity (diffusion surplus), it is more likely to sustain its rise than innovation-centric assessments portray.” Mainstream narratives, meanwhile, “only compare the U.S. and China’s ability to produce new innovations, neglecting their ability to effectively use and adopt emerging technologies. By revealing the gap between China’s innovation capacity and diffusion capacity, this paper argues that innovation-centric assessments mistakenly inflate China’s S&T power.” NYC ChinaTalk Meetup: https://partiful.com/e/taNb35oaCKjglbHHdEA1 Cohosting is Teddy Collins, formerly of the White House Office of Science and Technology Policy and DeepMind. Outtro music: https://www.youtube.com/watch?v=17Y7-gm8STI midjourney prompt: "frank quietly industrial revolution" Learn more about your ad choices. Visit megaphone.fm/adchoices

PJ Maykish, Abigail Kukura, and Will Moreland from the Future Technologies platform team of the Special Competitive Studies Project (SCSP) join the conversation to discuss critical technologies and the development of a national technology strategy. The guests provide insights into how the United States can create a comprehensive technology strategy that prioritizes the development of critical technologies to compete with China. They also discuss the importance of international collaboration in the development of emerging technologies and the challenges faced in building consensus among different stakeholders. This is the paper we primarily discuss: Platforms-Panel-IPR.pdf (scsp.ai) Vishnu Kannan of Carnegie cohosts. Midjourney art: the prompt is "A Bauhaus poster for a production of Shakespeare's Hamlet. Featuring a young man looking out from a turret on a castle out towards the sea" but I thought it has a bit of a tech forecasting vibe! Music by the great Cab Calloway: Hi De Ho Man - YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

On Monday, May 1, I interviewed Virgina Senator Mark Warner. We get into the RESTRICT Act, state capacity to analyze emerging technologies, the future of industrial policy, the nature and limits to bipartisanship around China, as well as the government’s role in regulating artificial intelligence. Check out the ChinaTalk newsletter for a full transcript! https://www.chinatalk.media/ Art via midjourney prompt: corporate America’s naïveté vis-à-vis China Learn more about your ad choices. Visit megaphone.fm/adchoices

J. Edgar Hoover was a controversial figure who served as the director of the FBI for nearly five decades. In this episode, we explore his life and legacy with Beverly Gage, a professor of 20th-century U.S. history and author of the Bancroft Prize-winning biography "G-Man: J. Edgar Hoover and the Making of the American Century." We discuss The context in which Hoover developed his anti-communist worldview, and how this shaped his approach to law enforcement. The deportation of anarchists to Bolshevik Russia. Similarities between Hoover and Xi Jinping. The role of FBI informants, including one who met with Mao Zedong. Outro music: G-Man Hoover by Van Dyke Parks https://www.youtube.com/watch?v=E566LbON5QA Check out ChinaTalk.media for transcripts, analysis and more! Learn more about your ad choices. Visit megaphone.fm/adchoices

How did Xi Jinping’s formative years influence how he views the world today? Veteran China scholar Orville Schell, the Arthur Ross Director of the Center on U.S.-China Relations, looks back at decades of writing and working on China, weathering the cycles of the country opening up and shutting down and gives his two cents on what’s going on in Xi’s head. We also discuss — Why Mao Zedong is a better read than Xi — China’s reciprocity problem on the international stage — How US officials reacted to Tiananmen in a secret meeting with Deng Xiaoping — A history of accessing China for academics, businesspeople and journalists — Xi and victim culture Outro Music: Glenn Gould performing Contrapunctus, I, IV from Bach’s amazing Art of the Fugue https://www.youtube.com/watch?v=rqDCieiDWAE Check out the newsletter at ChinaTalk.media! Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Roach is a Yale professor with extensive experience in China. He also taught the first China class I ever took, so it may be fair to say he's partially to blame for the entire ChinaTalk enterprise. In our conversation (taped on February 23), we discuss: The nexus between US-China relations and the DSM-5 (we need some relationship therapy!); How false narratives strangle effective diplomatic development; What Stephen thinks about the odds of a hot conflict over Taiwan; Practical proposals to improve the bilateral relationship, including what a “US-China Secretariat” (based in neutral Tahiti, obviously) would look like; Is it the US or China — or both — who fundamentally has no interest in engagement? Apologies for my audio quality in the second half of the show. Outro music: https://www.youtube.com/watch?v=cRM70Jw7F4M You all should check out the ChinaTalk newsletter! Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Scharre, Vice President and Director of Studies at CNAS, joins ChinaTalk to discuss AI, military, strategy, and US-China geopolitics. Listen in for a discussion on: How AI will impact the tactical, operational and strategic levels of war How and why AI operates — whether in chess, Dota 2, or aerial dogfighting — in fundamentally different ways than humans; Why AI called for a “protective response from the bureaucracy” The significance of the US’s comparative advantage over China in talent and compute — two of Scharre’s “Four Battlegrounds”; The dictator’s dilemma, and how advances in AI will challenge the CCP in the coming years; When in China, how to interview like a pro! Outro music: a missy elliot + spice girls mix from Arthi, a UK-based DJ who's also an economics correspondent for the times of london! https://youtu.be/iHkfmwy1-OI?t=252 Paul’s latest bestseller: https://www.amazon.com/Four-Battlegrounds-Power-Artificial-Intelligence/dp/0393866866 The cover image is Midjourney on “Dota 2–inspired F-35 dogfight” You should all subscribe to the ChinaTalk newsletter! https://www.chinatalk.media/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What actually is foreign influence, and how might Canada handle China’s interference in its domestic affairs? Akshay Singh is a research associate at the Centre for International Policy Studies at the University of Ottawa. We discuss: How to roll out a foreign agent registry; The role of the US-Canada relationship; Whether foreign influence is a diaspora problem; And performance reviews for the United Front’s Canada desk. Akshay on how democracies should respond to foreign influence: https://www.cigionline.org/articles/faced-with-foreign-interference-how-should-democracies-respond/ Outtro music: 公公偏頭痛 by Jay Chou https://www.youtube.com/watch?v=DU-RuR-qO4Y Please consider supporting ChinaTalk on Patreon at www.patreon.com/chinatalk Learn more about your ad choices. Visit megaphone.fm/adchoices

The Chips Avengers assemble once again! Reva Goujon of the Rhodium Group, JP Kleinhans of the European think tank SNV, Jay Goldberg of Digits and Dollars, and Dylan Patel, who writes SemiAnalysis. In this episode of ChinaTalk, we all: Deep dive into the CHIPS Act's recent Notice of Funding Opportunity (NOFO); Discuss the potentially existential impact of AI on global power dynamics; Consider the true intentions of the October 2022 export controls — from military constraining China to crippling manufacturing in the broader economy; Muse about the potential for a "splinternet" to emerge as countries around the world — in particular, the US, China, EU members states — adopt different standards and regulations for their tech industries; And more! Outro music: https://www.youtube.com/watch?v=m1_Amc4Ysv0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Xu, Obama-era White House official and creator of https://interconnect.substack.com/ comes on ChinaTalk to discuss: Our impressions of the House's TikTok hearing Continued cross-border reliances around batteries and cloud computing The missed opportunity of Zhang Yiming's generation of founders GPT4's remarkable translation capabilities Outtro Music: https://www.youtube.com/watch?v=LQiOA7euaYA Learn more about your ad choices. Visit megaphone.fm/adchoices

How will GPT4 change the world? What implications does it have for policy, economics, and society? How will US-China 'racing dynamics' play out and what are the implications for AI safety? To discuss, I've brought together the AI Justice League: Zvi of 'Don't Worry About the Vase', Nathan Labenz of Waymark, and Matthew Mittelsteadt of Mercatus. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dennis Wilder returns to ChinaTalk — this time with some broader thoughts on how the US intelligence community can rise to the occasion vis-à-vis China. In particular, we discuss: The importance of government hiring those with experience living in China; Contributions that the Foreign Broadcast Intelligence Service (FBIS) has made to China intelligence, and why it should be reinstated; A serious request to make an ChatGPT as good as Alice Miller is at analyzing CCP documents; https://www.hoover.org/sites/default/files/research/docs/clm57-am-final.pdf Why the State Department has established China House and the CIA has established the China Mission Center; What we can learn from Richard Danzig’s Driving in the Dark; https://www.cnas.org/publications/reports/driving-in-the-dark-ten-propositions-about-prediction-and-national-security%C2%A0 How to maintain robust intelligence capabilities in the long-run; Raymond P. Ludden and the “Dixie Mission” — and why the US needs more Luddens today. https://uschinadialogue.georgetown.edu/essays/we-need-more-luddens Outro music: https://www.youtube.com/watch?v=6l6vqPUM_FE Check out the newsletter and other ChinaTalk content at https://www.chinatalk.media/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the second part of my conversation with Nick Mulder and Lars Schönander. Picking the narrative up in 1935, get real in this episode: Why the Great Depression, counterintuitively, made importing commodities cheaper, and how that affected Germany’s and Japan’s protectionism; The difference between autarky and autarchy; Whether Kim Jong-un’s North Korea could survive a full-on fuel embargo today by using Nazi-era technology; Nick’s definition of “temporal claustrophobia,” and what it has to do with Japan ultimately siding with the Axis; Parallels between the “ABCD circle” (America, Britain, China, Dutch East Indies) and the semiconductor export controls today; Why having an empire was a liability for Britain; What sanctions had to do with the Czechoslovaks — even with a larger army — falling to the Nazis; How the blockades of WWI differed from WWII; And what lessons pro-decouplers should learn from this history of sanctions. Nick’s book recommendations: https://www.amazon.com/Athene-Palace-Rosie-G-Waldeck/dp/1592110088 https://www.amazon.com/World-Late-Antiquity-150-750-Civilization/dp/0393958035 https://www.amazon.com/Thirty-Years-Review-Books-Classics/dp/1590171462 https://www.amazon.com/Complete-Maisky-Diaries-Volumes-Communism/dp/0300117825 Nick’s excellent book: https://www.amazon.com/Economic-Weapon-Rise-Sanctions-Modern/dp/0300259360 Outro music: https://www.youtube.com/watch?v=o5mdvyIqrs4 Check out the newsletter and other ChinaTalk content at https://www.chinatalk.media/. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we’re releasing part one of our a two-part conversation with Nick Mulder, a history professor at Cornell and author of The Economic Weapon: The Rise of Sanctions as a Tool of Modern War — a Foreign Affairs Best Book of 2022. With cohost Lars, Schönander, we discuss: The recent advent of the use of sanctions (for example, in the Crimean War, Britain continued to fulfill payments to Russia, the nation it was fighting right then!) Why Europeans were reluctant to employ blockades and sanctions in the early twentieth century, and how their thinking evolved through two world wars How Wilson’s notion of “moral sanctions” and decision to keep blockades in place after the war were important to the development of sanctions, especially during the interwar period The League of Nations’ efforts to establish a “positive sanctions” fund, and why the concept never took off Nick’s take on why Hoover is underrated When and why Italy almost fought a war against Germany over Austria Stay tuned for part two, when we connect this sanctions history to implications to US-China relations today! Nick’s excellent book: https://www.amazon.com/Economic-Weapon-Rise-Sanctions-Modern/dp/0300259360 Outro music: https://www.youtube.com/watch?v=kzd4VtkNjmc Check out the newsletter and other ChinaTalk content at chinatalk.media. Learn more about your ad choices. Visit megaphone.fm/adchoices

Data scientist Bryan Cheong breaks down how AI actually works, creating video using AI and how the technology is being used beyond image and language models. Also, I've got a meetup March 7th in Palo Alto! https://partiful.com/e/dVY7k51xQX4WhNr6AUcH Joined by Zheng, we also discuss: The farmers in India using AI for marketing Denoising and weights, the tech behind AI image generation tools What's next for developments in AI Singapore's tech scene Outro music: 我說所有的酒都不如你 by 房東的貓 https://www.youtube.com/watch?v=q2zj74iK1MI Check out the newsletter and other ChinaTalk content at chinatalk.media. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we’re going to do a show about the scariest US-China news story I’ve seen in years, that “The US has intelligence that the Chinese government is considering providing Russia with drones and ammunition for use in the war in Ukraine.” Would China really arm Russia, and if so what will that mean for the world if the US and China end up on opposite sides of a proxy war? To discuss this I have on today Georgetown’s, Dennis Wilder, a longtime CIA veteran who served as an NSC director on the China desk under the bush administration and spent six years under Obama editing the presidential daily brief before concluding his career in government as the CIA’s deputy assistant director for East Asia and the Pacific. Outtro Music: Ukranian rap https://www.youtube.com/watch?v=OgDXAAh-cXw Learn more about your ad choices. Visit megaphone.fm/adchoices

With AI on the verge of transforming the world, how are regulators across the globe approaching the challenges the technology might pose? Also, what does US-China AI collaboration look like today, and will it get caught up in broader tensions in the relationship? Matt Sheehan and Hadrien Pouget, who are both at Carnegie, come on to discuss. Matt's paper on US-China collaboration: https://www.brookings.edu/research/can-democracies-cooperate-with-china-on-ai-research/ Matt's work on Chinese algorithmic regulation: https://carnegieendowment.org/2022/12/09/what-china-s-algorithm-registry-reveals-about-ai-governance-pub-88606 Hadrien's article about the EU: https://www.lawfareblog.com/eus-ai-act-barreling-toward-ai-standards-do-not-exist Outtro Music: Monkey Bee: A Short Film by Jamie Hewlett https://www.youtube.com/watch?v=y90ONojCc6Q Subscribe to the newsletter! https://www.chinatalk.media/ Learn more about your ad choices. Visit megaphone.fm/adchoices

William 'Balloon Guy' Kim returns for a roundup of the past few days of news around the Chinese spy balloon and unidentified object shooting. We share our favorite theories of what on earth is going on and what this all means for US-China relations. Subscribe to the ChinaTalk newsletter! https://www.chinatalk.media/ Outtro Music: Sammy Davis Jr's Up Up and Away https://www.youtube.com/watch?v=7hYNMZtxJoU Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey ChinaTalk listeners, this year we’re going to do something new—occasional episodes in Mandarin! While getting mainland guests to talk about more conventional topics like US-China relations and export controls has been nearly impossible, I think doing more slice of life/business stories about odd corners of China in the pale imitation of Gushi FM is both fun and enriching to our coverage. In this episode, you’ll hear from the founder of mechanical keyboard manufacturer Meletrix, Simba Hua, about why people like to make their own keyboards, the challenges and wonders of working with the Chinese keyboard supply chain, and customer preferences between East Asian and western keyboard fans. Cohosting with me is Irene Zhang, one of ChinaTalk’s editors. You can find more of her writing, and more ChinaTalk in general, on our newsletter at https://www.chinatalk.media/. And if you can’t understand Chinese, not to worry, we’ll be running a translated transcript later this month on the newsletter! Outtro music: https://www.youtube.com/watch?v=Hlp8XD0R5qo Learn more about your ad choices. Visit megaphone.fm/adchoices

How does one organization turn expert knowledge into real policy change? Dan Correa, CEO of the Federation of American Scientists and Founder of the Day One Project, discusses the power of policy entrepreneurship and shares examples of the ideas his nonprofit helped turn into legislation. We'll delve into the nitty-gritty of policymaking and explore topics such as: How to make meetings with government officials more productive. The importance of pre-work in preparing good ideas and the role experts can play in shaping policy. Why it's sometimes better to focus on practical solutions rather than comprehensive strategies. Why think tanks always feel the need to create comprehensive, hundred-page strategies. Article about the creation of the development finance corporation: https://www.cgdev.org/publication/how-might-think-tanks-make-real-things-happen-lessons-creation-dfc Check out the Substack at ChinaTalk.media. Cover art is midjourney taking a rothko that I then prompted with "innovation" Learn more about your ad choices. Visit megaphone.fm/adchoices

What do we talk about when we talk about tech policy? What are the weird corners of the chips and science bill? How is talent policy broken and what can anyone do about it? And broadly, if you want to change the world through better regulatory and executive action, how do you go about this? To discuss all that we have Divyansh Kaushik, a newly minted PhD from Carnegie Mellon currently at the Federation for American Scientists focusing on emerging tech policy. He was also closely involved with the chips and science bill negotiations. We talk about - How to talk to lawmakers and share your thoughts on legislation - The complex visa system for foreign workers in the US - The thousands of green cards that never get used. Outro music: When the Levee Breaks By Led Zepplin https://www.youtube.com/watch?v=uwiTs60VoTM Midjourney art prompted with 'innovation' from this painting https://www.moma.org/collection/works/180114?sov_referrer=art_term&art_term_slug=painting Learn more about your ad choices. Visit megaphone.fm/adchoices

Chinese balloons over Wyoming!! To discuss, we have on today William 'Balloon Guy' Kim of the Marathon Initiative, Eric Lofgren of AcquisitionTalk, and Gerard Dipippo of CSIS. Intro Music: Up Up and Away, The 5th Fifth Dimension https://www.youtube.com/watch?v=5akEgsZSfhg Outro Music: NENA | 99 Luftballons [1983] https://www.youtube.com/watch?v=Fpu5a0Bl8eY Learn more about your ad choices. Visit megaphone.fm/adchoices

Love it or hate it, AI capabilities continue to advance. As futurists imagine how this technology may one day be used, how it develops and who will be able to access AI tools will also depend on who funds AI projects and what hardware will be needed to get it to work. Lennart Heim is a researcher at the Center for the Governance of AI and the author of a fantastic AI compute syllabus primer, which I have just spent the past few weeks obsessed with. https://docs.google.com/document/d/1DF31DIkwS9GONzmy1W3nuI9HRAwSKy8JcIbzKYXg-ic/edit?usp=sharing Joining as co-host is Chris Miller, author of the FT business book of the year Chip War - The Fight for the World's Most Critical Technology. We discuss: How much does it cost to develop an AI system? The competition for access to specialized AI chips. Whether investing heavily in large AI models is financially viable. Chip smuggling versus cocaine smuggling. Outro music: 年度专辑 by AR刘夫阳 https://www.youtube.com/watch?v=ifkVhOQYnO0 Check out the Substack at chinatalk.media Learn more about your ad choices. Visit megaphone.fm/adchoices

China v Taiwan: who would win? Michael O'Hanlon, a senior fellow and director of research at Brookings. He specializes in U.S. defense strategy, the use of military force, and American national security policy. We discuss The limits of scenarios that predict the outcome of a China-Taiwan conflict. What are intercontinental rail guns? How sports teams that play each other in the same year can have different outcomes - and what this says about predictability. Given all this, what’s the point of modelling exercises? Mike's paper: https://www.brookings.edu/research/can-china-take-taiwan-why-no-one-really-knows/ My paper: https://forum.effectivealtruism.org/posts/E2BghQq9pwPgtHgiH/war-between-the-us-and-china-a-case-study-for-epistemic Outro music: Battle Cry of Freedom by George Root https://www.youtube.com/watch?v=bW4ZwyYJYbQ Check out the Substack at ChinaTalk.media! Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is sponsored by Policyware. Check out Samm's class at https://www.policyware.org/chinatalk How do Chinese cyber laws and regulations affect multinational companies, and US-China relations? Samm Sacks of Yale Law School walks us through the latest developments in this arena — we discuss: Why Chinese data policy has been on front-page news in the past few years; What China is hoping to gain from its new laws and regulations; The status of TikTok negotiations, and the prospects of a deal given today’s political climate; How the US and China can — yet sometimes don’t — leverage their data policy infrastructure against one another. Outtro music: 回答 - YOUNG 建坤 https://www.youtube.com/watch?v=U5Obr1iXFCs Midjourney is me prompting a Duchamp painting "data privacy" Learn more about your ad choices. Visit megaphone.fm/adchoices

Say China wins a war for Taiwan. What happens next? To discuss the political and economic consequences of a PRC takeover of Taiwan, I have on today Jude Blanchette and Gerard Dipippo, both fellows at CSIS. Our conversation builds off their paper https://www.chinatalk.media/p/war-for-taiwan-what-happens-after. We recorded this episode in mid-December. Outtro Music: 水哥 ft. 蛋堡 https://www.youtube.com/watch?v=nHU9kEYiAQw&list=PLegPxPQebljkJOhscK3tLUXfZ9n1lgkwC&index=31 Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2023, ChinaTalk is going to Congress! First up in our series is Rep. Ro Khanna, Democrat who represents Silicon Valley. We get into: What he hopes the China Committee can accomplish Why ChatGPT let him down What an effective industrial policy looks like Also, I'm hosting a ChinaTalk meetup in DC next week! RSVP here: https://partiful.com/e/Zni1rBY3PFhy6WYFm2VK? Outtro music: Bruce Springsteen, My Hometown https://www.youtube.com/watch?v=77gKSp8WoRg Cover Art: I gave midjourney a Miro and told it "US capitol supply chain" Learn more about your ad choices. Visit megaphone.fm/adchoices

What can $52bn for semiconductors actually accomplish? To discuss the tensions and tradeoffs underlying the decisions that the US government is about to make on how to spend this money, I have on today Jacob Feldgoise, an analyst at CSET and Vishnu Kannan, who works at the Carnegie Endowment. We'll be discussing their fantastic paper entitled: "The Limits of Reshoring and Next Steps for U.S. Semiconductor Policy." Jacob and Vishnu's paper: https://carnegieendowment.org/2022/11/22/after-chips-act-limits-of-reshoring-and-next-steps-for-u.s.-semiconductor-policy-pub-88439 Subscribe to the ChinaTalk Newsletter!!!!: https://www.chinatalk.media/ Outtro Music: federal funding by Cake https://www.youtube.com/watch?v=phHe6aNcocQ Cover art: I fed midjourney a picasso portrait and told it 'semiconductor supply chain' Learn more about your ad choices. Visit megaphone.fm/adchoices

As AI becomes increasingly sophisticated, we consider the question of whether there are limits to what computers can know and how this compares to human understanding. Joining me on this episode is Sam Hammond, the director of social policy at the Niskanen Center, and Zohar Atkins, a rabbi and host of the podcast "Meditations with Zohar." We discuss The impact of AI on creativity and human thought. Fears around AI and the centralization of power. The potential for AI to have an egalitarian effect on closing innate and environmental differences such as education and access to information. Whether the creative class will be automated out of their jobs. Outro music: Genesis by Daniela Adrade https://www.youtube.com/watch?v=1SJ6KNhA9QY Check out the substack at chinatalk.media Learn more about your ad choices. Visit megaphone.fm/adchoices