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) Official Secrets and a Royal Mess in the UK; Trillion Dollar Rumors in the Trade War; 300,000 Sim Cards in New York and New Jersey
Sharp China with Bill Bishop
15 minutes 55 seconds
1 month ago
(Preview) Official Secrets and a Royal Mess in the UK; Trillion Dollar Rumors in the Trade War; 300,000 Sim Cards in New York and New Jersey
On today's show Andrew and Bill begin with a mounting scandal in the UK after prosecutors dropped charges against two men accused of spying for China. Topics include: Fingers pointed and claims that PM Keir Starmer and his Labour appointees were unwilling to present evidence of China as an "enemy,” ongoing reluctance to target PRC foreign agents under a new UK enforcement scheme, and reports of Beijing's latest play to move forward with its "mega embassy." From there: The EU Commission proposes tariff hikes to shield its steel industry from PRC overcapacity, why talk of a trillion dollar resolution to the US-China trade war is probably overblown, and a soybean bailout prompts questions about U.S. agriculture priorities generally. At the end: Reports of a "China-linked plot" to throttle communications in New York City, and the NBA's reunion with Chinese basketball fans continues in Macao and San Antonio.
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.
