On today's show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China's strategy for the past month. At the end: Reporting on a doomed push from Nvidia to sell Blackwell chips to China, new subsidies for China's AI leaders, a potential Nexperia resolution, and questions the forthcoming fentanyl cooperation between the US and China.
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On today's show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China's strategy for the past month. At the end: Reporting on a doomed push from Nvidia to sell Blackwell chips to China, new subsidies for China's AI leaders, a potential Nexperia resolution, and questions the forthcoming fentanyl cooperation between the US and China.
(Preview) A Trump-Xi Call and Meetings to Follow; TikTok Details Clear as Mud; Arcteryx and a Tibetan Fireworks Controversy
Sharp China with Bill Bishop
15 minutes 52 seconds
1 month ago
(Preview) A Trump-Xi Call and Meetings to Follow; TikTok Details Clear as Mud; Arcteryx and a Tibetan Fireworks Controversy
On today's show Andrew and Bill begin with last Friday's call between Trump and Xi. Topics include: Plans for a meeting in South Korea and a Trump visit to Beijing early next year, whether summits on the horizon will lead to a period of stabilization, and why both sides may see the status quo as advantageous. From there: Parsing the latest reports concerning the TikTok sale, including unresolved questions surrounding the algorithm, sourced reporting that seems to change by the day, reactions in Washington that will shed light on next steps, and the CAC taking aim at short form video in the PRC. At the end: A note on the PRC and the Poland-Belarus border closure (which was re-opened after recording), and a look at the controversy swirling around Arcteryx after an ill-advised fireworks display spawns outrage, investigations and boycotts.
Sharp China with Bill Bishop
On today's show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China's strategy for the past month. At the end: Reporting on a doomed push from Nvidia to sell Blackwell chips to China, new subsidies for China's AI leaders, a potential Nexperia resolution, and questions the forthcoming fentanyl cooperation between the US and China.
