Sharp China with Bill Bishop

(Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

China’s proposed export controls on 23 artificial intelligence technologies, including large language models and chip designs, signal a strategic move to tighten control over homegrown advancements and prevent the leakage of core processes. By potentially restricting overseas transfers of model weights and source code,...

(Preview) Brussels and Beijing Make a Deal; Weak Holiday Spending Data; Xi’s Reported Rest Breaks; Peak Dove?

The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

(Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting

(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media

China’s Global Strategy; Tragedy on the Nepal-Tibet Border; A 19-1 Vote at the G-20; TikTok Dodges Congress

(Preview) Five US-China (and Russia) Questions; Cabbage with Formaldehyde; The Continuing Tax Crackdown; Unitree Stock Down 45%

Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners

(Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes

(Preview) Kimi Madness; Xi’s AI Vision and US Questions; Trump’s Election Data Claims; The Connected Vehicle Security Act

(Preview) K-Shaped Economic Data And Its Implications; Ma Xingrui News; Closing Window for Open Source AI?; The SCS and International Law

A Missile Test and New PLA Generals; The CITIC Plane Crash; America’s Taiwan Interests; Guo Wengui Jailed and Ezra Jin Released

(Preview) Party Building and Xi’s Dominance; Memory Chips and ASML Accusations; Germany’s Puzzling Push for Plaza Accords

Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

Seizing The Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist

(Preview) Social Mobility and Hukou Reform; US Halts Taiwan Arms Sales?; Ongoing Pressure on Japan; An American Xinhua Journalist Arrested

(Preview) Constructing US-China Stability; Trump’s Taiwan Comments and More Summit Takeaways; Putin in China

10 Questions and Modest Expectations With Trump in China to Meet Xi Jinping

(Preview) Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress