Sharp China with Bill Bishop

Andrew Sharp and Sinocism’s Bill Bishop

Understanding China and how China impacts the world. Hosted by Andrew Sharp and Bill Bishop.

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Wednesday · 13 min
(Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting
On today’s show Andrew and Bill discuss Xi Jinping’s visit to the United States and what to expect in Washington D.C. this week. First: Reactions to the meeting between Scott Bessent and He Lifeng in New York City Sunday, including outstanding questions about the “hotline” that was mooted for AI, details that remain fuzzy on the board of trade that’s been “operationalized,” and lingering rare earths frustration that may or may not delay an extension of the Busan truce. Then: Xi’s agenda in D.C., why asymmetric pageantry is fine, the PRC business delegation that failed to materialize, questions about Taiwan, Iran and Chinese automakers, and a note on Min Zin as he remains detained in China. At the end: Protesters and counter-protesters in New York City, the September Politburo brings the official expulsion of Generals Zhang and Liu, and evidently unfounded Xi rumors make their triumphant return at the BRICS Summit in India last week. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Fifth Plenum date set; Xi’s US visit confirmed as negotiators meet in New York; Zhang Youxia and Liu Zhenli expelled from Party and PLA — Sinocism National Advanced Manufacturing Conference; China pushing Iran to rein in the Houthis?; Xi’s visit to DC and US-China AI Dialogue — Sinocism I Led A.I. Diplomacy for the U.S. The Coming Safety Talks Will Not Save Us. — The New York Times ‘The scientific, technical term is BS’: Inside the new Bessent-China AI hotline — Politico China Probes DeepSeek, Moonshot Over Potential Data Leaks to Anthropic — The Information Businesses ‘frozen out’ of Trump’s tariff channel with China — Politico Scott Bessent hails US-China AI dialogue ahead of Trump-Xi meeting — Financial Times Trump Summit With Xi Unlikely to Include Chinese CEOs — The Wall Street Journal China’s Xi expected to press Trump to halt Taiwan arms sales under 1982 agreement, sources say — Reuters In Trump, Xi Sees ‘Rare Window’ to Convince Taiwan That Resistance Is Futile — The Wall Street Journal Top US Senate Democrat Jeanne Shaheen warns Trump not to waver on Taiwan ahead of Xi meet — South China Morning Post US, China discuss cutting tariffs on US LNG ahead of Xi visit — Reuters Researchers Drove a Chinese EV Into an Underground Mine. It Kept Calling China Anyway. — Yahoo A U.S. Scholar Was Invited to China. Then He Vanished. — The Wall Street Journal Xi Jinping Skipped One Dinner—and Sparked a Flurry of Questions About His Health — The Wall Street Journal How to Avoid Fistfights and Poisonings at a World Leaders Summit — The Wall Street Journal
September 16 · 13 min
(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media
On today’s show Andrew and Bill look at several dimensions of the PRC’s approach to AI. First: The various reasons a push for an agreement with U.S. labs to “pace” AI development is unlikely to bear fruit and the history of the CPC’s approach to control over technology. Then: The head of the MSS offers a view into CPC concerns around political security risks and data risks, while Anthropic CEO Dario Amodei proposes a misguided framework for forcing Chinese compliance with a slowdown agreement. From there: The U.S. reiterates its complaints about Chinese companies conducting “industrial-scale” distillation of U.S. AI models, while Anthropic suggests sensitive PRC data was shared with Claude. At the end: A law broadening exit bans goes live, the New York Times reports Chinese social media “getting dark,” while the Wall Street Journal highlights an influencer scandal captivating netizens. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi’s India trip; US-China and AI; MSS head on AI; Weak August credit data; “Dynamic zero 动态清零” for payment arrears — Sinocism US-China Strategic AI Dialogue (SAID) Proposal — Sinocism Comprehensively Fortify the Artificial Intelligence Security Barrier and Promote the Healthy and Orderly Development of Artificial Intelligence” — MSS (Sinocism Translation) China’s Top Spy Chief Warns A.I. Is a Threat to Party Rule — The New York Times Pacing the Frontier, AI’s Digital Limits, AI Commissars — Stratechery Global Times Quick Take: Targeting Chinese AI! America’s “Tech Right” Produces a Cold War Script — Global Times (Sinocism Translation) US claims Chinese AI firms are carrying out ‘industrial-scale’ theft of trade secrets — CNN Detecting and countering misuse of AI: September 2026 — Anthropic We Must Pace the Frontier — Dario Amodei For China, a Mock A.I. Attack on WeChat Signals a Dangerous New Era — The New York Times China tightens control of overseas travel in sweeping new law — Financial Times China tightens travel rules over tech security — Reuters Social Media in China Is Getting Really Dark — The New York Times Did a Crypto Bro Pay $4.5 Million to Marry a Movie Star? A Scandal Grips China — The Wall Street Journal
September 4 · 59 min
China’s Global Strategy; Tragedy on the Nepal-Tibet Border; A 19-1 Vote at the G-20; TikTok Dodges Congress
On today’s show Andrew and Bill begin with a perspective on PRC strategy under Xi, including what the party wants from global institutions, how the PRC differs from the U.S., and political security as a paramount priority. Then: Thoughts on the heartbreaking flood at the Nepal-Tibet border, including the party’s response, censorship and data sharing, and the realities of the geography in question. At the end: A raft of U.S.-China stories: the PRC scuppering a G20 joint communique, Anthropic and AI safety questions, notes before Xi’s visit in three weeks, waiting for better evidence that the PRC is shaping U.S. data center discourse, and TikTok dodges the China Select Committee. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi at the SCO; China’s global strategy; Li Qiang meets US business leaders; Taxing foreigners; Overseas guidelines for PRC automakers — Sinocism The disaster in Nepal and Tibet; Xi at the SCO; Supporting consumption; National Defense Mobilization Law; Signals for PRC-US AI dialogue; New era for real estate — Sinocism China’s Global Strategy under Xi Jinping — Steve Tsang and Olivia Cheung CLM Insights Interview with Steve Tsang and Olivia Cheung — CLM Correspondence: The Challenge of Studying What China Wants — International Security Hit by deadly floods, Nepal renews push for Chinese data and early warnings — Reuters Punishment and Silence: China Pulls Out the Disaster Playbook in Tibet — The New York Times China-US Spat at G20 Largely Came Down to Dispute Over One Word — Bloomberg Exclusive: Why China Regrets That This G20 Meeting Failed to Issue a Communiqué — Yuyuan Tantian (Sinocism Translation) Anthropic Has Contracted the “American Disease” — Yuyuan Tantian (Sinocism Translation) Trump plans state dinner for Xi even as disputes with China pile up — MS NOW The X Safety team conducted an investigation into suspected Chinese inauthentic accounts involved in influence operations — X Global Affairs Halt and Catch Ire — Sharp Text TikTok Backs Out of House Meeting to Avoid Kids Safety Questions — Bloomberg
August 27 · 11 min
(Preview) Five US-China (and Russia) Questions; Cabbage with Formaldehyde; The Continuing Tax Crackdown; Unitree Stock Down 45%
On today’s show Andrew and Bill begin with a series of questions on the US and China, including a look at the likely toothless threats implied by Trump’s “Economic D-Day” agenda, China’s role or lack thereof in a breakdown between the US and Canada, questions about the next four weeks and four months of the relationship, and, unrelated to the US, what to watch for as Xi heads to the SCO Summit where he could potentially meet Vladimir Putin. From there: A cabbage scandal in Hebei province and a longstanding concern among both PRC citizens and the party. At the end: How and why the central government is using tax crackdowns to cover local government shortfalls, four People’s Daily articles on the economy, a surprise plenary session of the CCDI, the founder of Evergrande is sentenced to life in prison, and thoughts on what the Party wants from the stock market as Unitree stock loses nearly half its value after an initial IPO pop. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Scott Bessent threatens Iran’s economic partners with more sanctions — Financial Times US Eyes China Overcapacity Tariffs of 7.5% Before Xi Visits — Bloomberg State Dept. Declares U.S. Citizen in China Wrongfully Detained — The New York Times South Korea Tightens China Cabbage Inspections After Formaldehyde Scandal — Bloomberg Vegetable Traders Spray Cabbages with Formaldehyde Solution to Keep Them Fresh; Practice Reportedly Used for Three or Four Years — Xinhua Xi’s Unprecedented Tax Clawback Hammers Chinese Listed Firms — Bloomberg China Sentences Evergrande Founder to Life in Prison — The New York Times China robot maker Unitree’s post-listing slump sparks bubble fears — Reuters
August 20 · 59 min
Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners
On today’s show Andrew and Bill with Wang Yi’s visit to South Korea this week, including the fortunate timing for the PRC in the wake of President Trump’s decision to scale back joint US-ROK exercises, PRC concerns around North Korea, and dynamics on the peninsula that are shifting in ways that aren’t entirely clear. Then: Zhu Rongji’s legacy, a week of nostalgia for the Zhu/Jiang era, and the uncertain future of the Linden Centre after a poignant Financial Times piece two weeks ago. At the end: Catching up on US-China news from the break, including thoughts and questions ahead of Xi’s visit to D.C., a draft plan to make American AI partners choose between the US and China, China’s continued reliance on Nvidia hardware, the White House highlights transshipment concerns, the DOW asks higher education for more info on foreign research, and an emailer who asks about the New York Times’ reporting on PRC programs to surveil foreigners. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Funeral for Zhu Rongji; Xi meets Ecuadorian President Noboa; Jiang Zemin; Housing provident fund; Consumption; What does China want? — Sinocism “Beidaihe Break” is over; Jiang Zemin’s 100th; RIP Zhu Rongji; US-China; July economic data; New Qiushi — Sinocism Chinese FM Wang Yi to visit Seoul as Lee floats multiparty talks on ending Korean War — The Korea Herald Wang Yi visits South Korea, pledges role in peninsula peace push — Chosun Biz Why China Worries About North Korea — Foreign Affairs Zhu Rongji, Chinese Premier Who Overhauled Economy, Dies — Bloomberg Why China Is Wistful for the 1990s — Bloomberg An American farewell to China — Financial Times US to tell partners they must pick sides in AI race with China — Reuters China eases limits on Nvidia H200 chips as AI race escalates — Financial Times China’s top AI is still trained on Nvidia chips. What is delaying a switch to local tech? — South China Morning Post The Great Transshipment Scam — The White House It Was a Great Scam While It Lasted — The New York Times Department of War Orders Research Security Audits at 30 Academic Institutions — Department of War on X How China Keeps Tabs on Foreigners — The New York Times Sharp Eyes: Mass surveillance of foreigners in China - Part 1 — NetAskari The File: A Personal History — Timothy Garton Ash
July 30 · 14 min
(Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes
On today’s show Andrew and Bill begin with reactions to CXMT’s IPO success this week, including responses from legislators in Washington and the stakes of Apple’s continued lobbying fight to relax restrictions on US companies working with PRC memory firms. Then: The FCC announces rules restricting the import of new, foreign-made robots and power inverters in a move to curb security risks and fuel onshoring. From there: Surveying the ongoing debate over the future of open weights models, including disadvantages facing US-led open source AI efforts, MOFCOM’s statement on distillation and Silicon Valley’s support for Chinese open weights AI, and the risks of building atop PRC AI infrastructure. At the end: Expectations for the July Politburo meeting, news out of Iran that may threaten constructive strategic stability in advance of Xi’s visit to D.C., a bad few weeks for Mercedes, and more clashes between the PRC and the Philippines. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube CXMT IPO; Taxing offshore assets; Fang Xinghai; US-China; AI; Lula supports China-Mercosur deal — Sinocism Xi meets Slovak president; “Excess capacity” or “Overcapacity”?; CXMT IPO; Overseas Chinese affairs conference; Li Qiang in Tangshan; Chips and AI — Sinocism Chip Maker Soars 466% on Debut to Become No. 1 in China Stock Market — Wall Street Journal US lawmakers seek national security probe of Chinese chip giant CXMT after blockbuster IPO: ‘Ticking time bomb’ — New York Post Trump Caught Between Apple and Micron in Fight Over Chinese Chips — Wall Street Journal China’s CXMT Is Set to Challenge DRAM Incumbents — SemiAnalysis Trump administration bans new Chinese humanoid robots, to protect US AI buildout — Reuters Cover Story: China’s AI-Driven Robotics Boom Faces IPO Reality Check — Caixin Post by Peter Harrell — X: @petereharrell Spokesperson Responds to US Claims It Plans to Investigate and Sanction Chinese AI Companies — Xinhua (Sinocism Translation) Mark Zuckerberg says US should not ban Chinese AI — Financial Times Chinese AI Startup Moonshot Seeks More Nvidia Blackwell Chips for Next Model — The Information Taiwan Says It Worked With US to Bust High-End Chip Smuggling — Bloomberg The Hidden Cost of China’s Free A.I. — New York Times Iran to get Chinese shoulder-launched missile systems in weeks, sources say — Reuters China in touch with Yemen’s Houthis to allow ships to sail through Red Sea, sources say — Reuters Mercedes risks US sales ban under Senate China bill — Financial Times China coast guard uses water cannons on 2 Philippine vessels as top diplomats meet in Manila — Associated Press Philippines accuses Chinese coast guard of injuring Filipino sailor in disputed shoal — Associated Press Secretary of State Marco Rubio Remarks to the Press — U.S. Department of State
July 21 · 14 min
(Preview) Kimi Madness; Xi’s AI Vision and US Questions; Trump’s Election Data Claims; The Connected Vehicle Security Act
On today’s show Andrew and Bill focus on the arrival of Moonshot’s Kimi K3 model and the “DeepSeek 2.0 concerns” among investors and policymakers. Topics include: The incoherent U.S. approach to the open source AI ecosystem, levers the U.S. side could pull to thwart Chinese progress, and why the Trump Administration might be reluctant to take those steps. Then: Xi’s keynote address at the World AI conference, China’s coherent messaging to the world, questions about infrastructure in the Global South, and the needle the U.S. could thread with open source policy. At the end: Trump’s claims of “an unprecedented election security nightmare” at the hands of the PRC, the Connected Vehicle Security Act heads to mark-up this week, Neville Roy Singham is under investigation, and Rep. John Moolenaar urges the NBA to look closer at Brooklyn Nets owner—and Alibaba Chairman—Joe Tsai. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube WAIC; Another order for AI; Kimi’s new model; Smart China hire by Australian government; Consumption; Extended dog days of summer 三伏天 — Sinocism Full text: Keynote speech by Chinese President Xi Jinping at opening ceremony of 2026 World AI Conference — State Council China’s Moonshot AI Adds More Fuel to Wall Street’s Chip Selloff — The Wall Street Journal Alibaba Shares Rise After Unveiling Upgraded Flagship AI Model — Bloomberg Chinese Stocks Rebound After National Team Support Resurfaces — Bloomberg Who’s Afraid of Chinese Models? — Stratechery The secret Trump administration battle to fight Chinese AI — Axios Trump’s Aides See China Cheating on Trade, But Shun Reprisal — Bloomberg China’s Leader Pitches ‘Openness’ in Push to Shape A.I.’s Future — The New York Times Trump gives primetime speech on elections as White House alleges Chinese access to voter data — CBS News Post by the Select Committee on China — X A Global Web of Chinese Propaganda Leads to a U.S. Tech Mogul — The New York Times Congressman calls on NBA to review Joe Tsai’s position in league — ESPN Listen to Stratechery. Listen to Dithering. Listen to Sharp Tech. Listen to Asianometry. Listen to Greatest Of All Talk.
July 16 · 15 min
(Preview) K-Shaped Economic Data And Its Implications; Ma Xingrui News; Closing Window for Open Source AI?; The SCS and International Law
On today’s show, Andrew and Bill begin by parsing the economic data released by the PRC this week, including slower-than-expected growth, the Party’s response to the status quo, export-powered growth that is widening trade imbalances, and the questions all of this will raise for foreign policymakers. From there: The Party’s findings on Ma Xingrui, questions that remain unanswered, and cadre risk aversion for the next 18 months. Then: PRC messaging around openness in AI, an ongoing U.S. debate over open-source AI models, three chip bills that may end up in the NDAA, and the continued adventures in China policy on Capitol Hill. At the end: Reflections on the 10th anniversary of The Hague ruling on the PRC’s territorial claims in the South China Sea, as well as the state of play today. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi to speak at WAIC; Preparing for July Politburo meeting on the economy; Unemployment at 10.2%?; Another American arrested for spying — Sinocism Ma Xingrui case; Trade data; Themes for Xi’s WAIC speech; Kevin Rudd on Xi and China — Sinocism China’s Q2 economic growth cools to 3-1/2-year low as imbalances worsen — Reuters China’s Trade Surplus With EU Hits Record as Tensions Intensify — Bloomberg Calibrate the Course of AI for Good, Jointly Build a Universally Beneficial and Inclusive Future — Sinocism Translation WP Intelligence’s AI & Tech Brief — The Washington Post When China’s open-source AI is a trap — The Economist A Framework for Frontier AI and the Dawning of a New Age — Demis Hassabis Chips bills poised for NDAA ride — Punchbowl News Nvidia halves Asia buyer list in China chip crackdown — Financial Times Born to be Alive — China Articles Joint Statement on the Tenth Anniversary of the Philippines-China South China Sea Arbitral Tribunal Award — U.S. Department of State South China Sea: Statement by the High Representative on behalf of the EU on the tenth anniversary of the Arbitral Award between the Philippines and China — Council of the European Union Yang Hansen Summer League Highlights — NBA
July 9 · 1 hr 7 min
A Missile Test and New PLA Generals; The CITIC Plane Crash; America’s Taiwan Interests; Guo Wengui Jailed and Ezra Jin Released
On today’s show Andrew and Bill begin with Monday’s SLBM test from the PLA Navy, including questions surrounding its timing and location, regional angst, and a reminder that the PLA continues to enhance its nuclear triad capabilities. Then: Two new PLA generals are promoted while rectification continues and five CMC seats remain vacant, and reactions to last week’s shocking CITIC plane crash and a major security breach in Beijing. From there: An emailer asks about America’s interests in maintaining the Taiwan status quo, Beijing considers limiting access to advanced AI models, the knives are out for Jeffery Kessler at BIS, and the White House preps for Xi’s visit in September. At the end Questions about the release of pastor Ezra Jin, context for the U.S. sentencing of disgraced tycoon Guo Wengui, and the Washington Wizards get a letter from Rep. John Moolenaar. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Floods and Xi’s instructions; PRC to limit access to top AI models?; PBoC policy support for Hong Kong; Tax burden on private firms — Sinocism Two new PLA generals; Submarine-launched missile test; Ezra Jin released; “Routine” patrols of waters east of Taiwan — Sinocism China’s SLBM Test Underscores the Importance of a Ballistic Missile Launch Notification Agreement — CSIS China conducts rare submarine-launched ballistic missile test, angering Pacific neighbors — CNN China test fires missile into Pacific, alarming regional powers — Reuters A small plane hit Beijing’s tallest tower. Much remains unclear. — Reuters Beijing is looking at curbing overseas access to China’s top AI models, sources say — Reuters ‘A massive screw-up’: China hardliners take aim at Commerce Department official — Politico Trump speeds up helipad project ahead of Xi visit, adding $875K, records show — Washington Post China Raises Pressure on Taiwan With Expanded Coast Guard Patrols — New York Times China releases Christian pastor after appeal from Donald Trump — Financial Times Chinese tycoon sentenced to 30 years in US jail — BBC Select Committee: Owner of Capitals, Wizards Should Cut Ties with Chinese Military Company Alibaba — China Select Committee Erling Haaland + a 195-year-old Chinese herbal tea? Yes, really. 😮 — YouTube
June 24 · 14 min
(Preview) Party Building and Xi’s Dominance; Memory Chips and ASML Accusations; Germany’s Puzzling Push for Plaza Accords
On today’s show Andrew and Bill begin with Xi Jinping Thought on Party Building and further signs that one year after from a summer of rumors and one year out from the 21st Party Congress, Xi’s power remains entrenched as ever. Then: MOFCOM and the Ministry of Finance announced restrictions on several dozen US firms, the global memory chip shortage is an opportunity for CXMT and YMTC, what to make of the U.S. government’s scrutiny of ASML, and Elon Musk’s alarm over the West’s China vulnerabilities. At the end: Takeaways from the EU Council meeting on China, Germany’s push for PRC currency revaluation, structural forces that yield EU inertia, and emails on Chinese soccer, space warfare, and the Jim Cramer of weather. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Li Qiang inspects Dalian; Response to US expansion of China military companies list; Contaminated diapers; No “Plaza Accord” to help the EU; Invest in China — Sinocism Introduction to the Main Entries in Volumes One and Two of the Selected Works of Xi Jinping on Party Building — Sinocism Translation Xi Jinping’s Thought on Party Building and the Four Major Changes in CCP Governance — China Thought Express China Tightens Rare-Earth Grip on U.S. Firms, Threatening Trade Clash — New York Times Why the Memory Crunch Is Almost Impossible to Solve — Wall Street Journal Loosening Export Controls on China’s Memory Chip Makers — Jimmy Goodrich Memory Chips and China, Microsoft and Chinese Models — Stratechery US senators increase pressure on Apple over possible Chinese chipmaker deal — Financial Times US Tells ASML It’s Concerned China May Have Top Chip Tool — Bloomberg Netherlands to join US-led Pax Silica AI initiative despite ASML dispute — Reuters Germany backs EU’s tough China line with call for ‘Plaza Accord’ talks on yuan — SCMP The world does not need a new ‘Plaza Accord’: Global Times editorial — Global Times Europe’s Final Warning — Sharp Text Germany is wavering on China (again) — Watching China in Europe Why China is so bad at football — The Economist
June 11 · 14 min
(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others
On today’s show Andrew and Bill begin with takeaways from Xi’s visit to North Korea this week, including the conspicuous silence on North Korea’s nuclearization, Kim Jong Un’s assistance to Russia’s war in Ukraine, Beijing as Kim’s top priority, U.S.-Japan dialogue on regional nuclear threats, and an email about the PRC as a communist country. From there: CPPCC Chairman Wang Huning leads an inspection tour of Xinjiang ahead of the July 1st implementation of the national ethnic unity law, plus thoughts on Xinjiang’s strategic importance generally and why Beijing sees its recent efforts as successful. At the end: China preps for an AI infrastructure buildout, the Pentagon alleges that Alibaba, Baidu and BYD are linked to the PLA, the Busan truce is being tested by both sides, and two Knicks stars wish students good luck on the GaoKao. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi concludes his visit to North Korea; Wang Huning inspects Xinjiang; Nationwide AI compute network buildout; Chip controls; Rare earths — Sinocism Xi in North Korea; Li Qiang on future industries; Cai Qi now Party School President; MSS on AI “transfer stations”; Updates to US “Chinese Military Companies” list — Sinocism Joint Statement on the June 2026 U.S.-Japan Extended Deterrence Dialogue — U.S. State Department Ethnic Unity Law Codifies ‘Chinese’ Identity — Jamestown China Preps $295 Billion Plan to Fund Nationwide AI Buildout — Bloomberg Pentagon Accuses Alibaba, Baidu of Aiding China’s Military — Bloomberg US business group says some critical minerals are ‘nearly unobtainable’ from China — Reuters Jalen Brunson Wishes Chinese Students Good Luck on the GaoKao — X Sinocism Live: Understanding China’s Exam-centric Education System — Sinocism
June 4 · 1 hr 10 min
Seizing The Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist
On today’s show Andrew and Bill begin with Xi Jinping’s call to seize the commanding heights of science, technology, and industry across six industries of the future, as well as the State Council’s move to release a 34-article law that will implicate domestic firms, foreign businesses and potentially foreign governments, as well as PRC financial institutions and individual investors. From there: Reactions to Secretary of War Pete Hegseth’s remarks at the 2026 Shangri-La Dialogue, why an absence of Taiwan mentions in his main speech is not necessarily seen in Beijing as a shift in policy, and questions regarding U.S. partnerships elsewhere in the region. At the end: The looming trade tensions between Europe and China, the expulsion of New York Times journalist Vivian Wang, the 37th anniversary of the Tiananmen Square massacres, and Steph Curry’s new endorsement deal with Li-Ning. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube New regulations on outbound investment; Qiushi on future industries; Chip export control dysfunction; Shangri-La Dialogue; EU-China — Sinocism Agricultural and rural modernization; Socialist political economy; UK-PRC; PRC media in Africa — Sinocism China Tightens Rules on Outbound Investment in Fight for Global Tech Edge — Wall Street Journal State Council Regulations on Outbound Investment — Sinocism Translation China Expands Outbound Investment Rules to Cover Individuals — Bloomberg Pete Hegseth says US-China ties are ‘better than in years’ — Financial Times Hegseth’s Message to Asian Partners: Do More to Get More — New York Times Japan’s defence minister Koizumi rejects China accusations of ‘new militarism’ — Financial Times Brussels fires starting gun on tougher China trade policy, as Beijing vows retaliation — SCMP Watching China in Europe - June 2026 — Noah Barkin After China Orders a Times Reporter to Leave the Country, the U.S. Reciprocates — New York Times Tiananmen Tonight Trailer — Tiananmen Tonight Vandals break into Tiananmen crackdown museum in US, founder says — Hong Kong Free Press
May 28 · 15 min
(Preview) Social Mobility and Hukou Reform; US Halts Taiwan Arms Sales?; Ongoing Pressure on Japan; An American Xinhua Journalist Arrested
On today’s show Andrew and Bill begin with the news that Beijing moved to further ease hukou restrictions, including why this is a welcome change for millions of Chinese citizens, as well as a look at questions and challenges as the reforms are implemented. Then: A report that Chinese AI talent has been restricted from leaving China, while Beijing continues its efforts to control capital outflow and offshore investments. From there: Indications that the US has indeed paused its second tranche of arms sales to Taiwan, and more details on a US-China board of investment. Then: PRC-Japan updates, including reports of Takaichi recriminations from Xi in his meeting with Trump, heavy rare earth shipments restricted for the past four months, the cards Japan has yet to play, and Mao’s strategic stalemate as a stage of protracted war, not an endgame. At the end: An American journalist for Xinhua and other state outlets is arrested and accused of acting as an unregistered agent of the CCP. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Wang Yi at the UN; American Xinhua “journalist” arrested; Keeping AI talent at home; Recalculating carbon intensity; Another WMP blowup — Sinocism Xi meets Pakistan PM and Serbian President; Coal mine explosion; Delinking basic public services from hukou; Crackdown on overseas trading; AI — Sinocism China removes hukou hurdle for migrant workers in social insurance shake-up — SCMP China Expands Travel Curbs to Top AI Talent at Private Firms — Bloomberg DeepSeek, a National Treasure in China, is Now Being Closely Guarded — The Information China Traders Hit Exit After Offshore Trading Curbs — Bloomberg Iran war, China thaw complicate U.S. support for Taiwan — Washington Post US warns Japan of severe delays in Tomahawk deliveries due to Iran war — Financial Times Pentagon official’s Beijing visit in doubt over $14bn US arms package for Taiwan — Financial Times Xi Jinping railed against Japan’s ‘remilitarisation’ at Donald Trump summit — Financial Times China squeezes Japan over rare earths in repeat of 2010 showdown — Reuters Affidavit in Support of Criminal Complaint — Politico “I would make the world’s worst spy ever” — Too Simple, Sometimes Naive
May 21 · 12 min
(Preview) Constructing US-China Stability; Trump’s Taiwan Comments and More Summit Takeaways; Putin in China
On today’s show Andrew and Bill parse the messaging from both sides of last week’s US-China summit in Beijing. Topics include: What the PRC means by “a constructive relationship of strategic stability,” why the US side adopted the framing as well, a relative absence of tangible deliverables, and why “a calculated stalling tactic from both sides designed to manage risk” may be a more accurate rendering of the status quo. From there: Trump’s various comments on Taiwan spark concern and questions, plus notes on Rubio, Ratner, an indictment of Chinese shipping magnates, and an Iran ceasefire Xi calls “imperative.” At the end: Vladimir Putin’s visit to Beijing, questions for the EU, and more bad news for Nvidia in China. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube US-China summit outcomes; Constructive relationship of strategic stability; Taiwan; Putin to Beijing; Li and Ding on AI — Sinocism Putin arrives in Beijing; US indicts PRC container firms and executives; Developing Party members; Tracking foreigners — Sinocism Two Readouts, One Deal — Sinocism Chart CIA Director John Ratcliffe met with Raul Castro’s grandson in Havana, US and Cuban officials say — AP Rubio, Once a China Hawk, Strikes Softer Tone to Align With Trump — New York Times U.S. probing whether Chinese companies cut production of shipping containers before COVID pandemic — CBS News Xi Warns Against Resuming Iran Attacks After Meeting Putin in Beijing — Bloomberg Chaos erupts behind the scenes of Trump’s China trip — including trampled White House aide — New York Post Joint Declaration of the Russian Federation and the People’s Republic of China on the Emergence of a Multipolar World and International Relations of a New Type — Telegram Xi Jinping told Donald Trump that Putin might ‘regret’ invasion of Ukraine — Financial Times China banned Nvidia’s gaming chip during Jensen Huang’s visit — Financial Times
May 13 · 1 hr 2 min
10 Questions and Modest Expectations With Trump in China to Meet Xi Jinping
On today’s show Andrew and Bill talk through 360 degrees of President Trump’s trip to Beijing this week. Topics include: Jensen Huang hitching a ride in Alaska, general expectations for deliverables after limited leaks and hurried advance planning, Trump’s reception in Beijing, and the limits of “upper hand” analysis. From there: A coterie of billionaire CEOs make the trip with Trump, a US Chamber of Commerce/Rhodium Report report warning about the PRC’s industrial strategy, and Trump makes overtures about “opening” China. At the end: Questions on Taiwan arm sales and AI cooperation, the expected talks on Ezra Jin and Jimmy Lai, a trillion dollar investment report that went viral eight months later, Xi’s calculus before a 21st Party Congress, the Iran question looming over the week’s meetings, and big, fat hug speculation. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Trump China visit; China’s Next Generation Industrial Policy; Standardizing and developing AI agents; No more deflation?; Ding Xuexiang visits Huawei — Sinocism Jensen Huang hitching a ride — Emily Goodin: @Emilylgoodin A weakened Trump arrives at Xi’s court — Financial Times Trump on Opening China — Truth Social: @realDonaldTrump Trump is taking more than a dozen U.S. executives to China. Jensen Huang isn’t one of them — CNBC China expanding its industrial dominance, warns US business group — Financial Times China’s Next-Generation Industrial Policy — Rhodium Donald Trump demands Xi Jinping ‘open’ China to US business — Financial Times Xi Is Poised to Press Trump on Arms Sales to Taiwan — New York Times U.S. and China Pursue Guardrails to Stop AI Rivalry From Spiraling Into Crisis — Wall Street Journal Families of two Americans jailed in China urge Trump to seek their release — Reuters Jimmy Lai is not forgotten as Trump goes to China — Washington Post US-China Relations Cannot Return to the Past, But Can Have a Better Future—On the Occasion of the China-US Heads of State Meeting—— - Guo Jiping — People’s Daily (Sinocism Translation) Is Trump About to Invite In the Biggest Predator in the World? — NYT Team Chyyyyyna — Lara Trump: @LaraLeaTrump
April 30 · 15 min
(Preview) Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting
On today’s show Andrew and Bill begin with the news that the Meta-Manus deal will likely be unwound in its entirety in the wake of a ruling from the NDRC on Monday. Topics include: The legal grounding cited by Beijing, reports that Manus failed to seek regulatory approval prior to its relocation and acquisition, Mark Zuckerberg as the photo negative of Tim Cook, Beijing’s signal to the AI ecosystem, and why fears of chilled innovation may be slightly overstated. Then: Takeaways from April’s Politburo assessing the economy after Q1, including a nod to the Iran war, no signs of stimulus, and why cracking down on involution is easier said than done. At the end: The MSS argues that foreign forces are driving the “lying flat” campaign, while the U.S. quietly applies pressure on a variety of fronts in advance of May’s meeting between President Trump and Xi Jinping. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube April Politburo meeting; Manus mess; Hostile foreign forces encouraging “lying flat”; New US semiconductor restrictions? — Sinocism Managing new employment groups; NDRC wants Manus deal unwound; US-China AI discussion; Alleged MSS hacker extradited to US — Sinocism China blocks Meta’s $2bn purchase of AI group Manus — Financial Times Meta Is Preparing to Have to Undo Its Manus Acquisition After China Ban — WSJ Blocking of Meta’s AI startup buy raises risk for cross-border China tech deals — Reuters What is Meta’s China exposure? — Mobile Dev Memo China targets ‘zombies’ with regulatory headshots to kill off subsidised laggards — SCMP Foreign Organizations are Heavily Funding “Lying Flat Influencers” and Systematically Conducting “Lying Flat Brainwashing” — MSS (Sinocism Translation) China’s Age of Malaise — New Yorker Exclusive: US orders chip equipment companies to halt some shipments to China’s No. 2 chipmaker Hua Hong — Reuters Treasury Warns of Sanctions Risks Linked to China-Based Independent “Teapot” Oil Refineries — US Treasury Dept. Economic Fury Targets Global Network Fueling Iran’s Oil Trade and Shadow Fleet — US Treasury Dept. Exclusive: US orders chip equipment companies to halt some shipments to China’s No. 2 chipmaker Hua Hong — Reuters White House accuses China of ‘industrial-scale’ theft of AI technology — FT DeepSeek’s new AI model does not wow markets in fast-changing industry — Reuters
April 23 · 12 min
(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
On today’s show Andrew and Bill return to discuss the PRC’s posture amidst the ongoing war in Iran. Topics include: Xi’s call to re-open the Strait of Hormuz, an interdicted Iranian ship that may have been carrying missile precursors from China, Trump’s posture toward China three weeks before his summit in Beijing, and deals between the US and Indonesia and the US and the Philippines. Then: The SAMR fines several e-commerce giants over food safety concerns in the “ghost delivery” sector, plus thoughts on the ongoing struggle to combat involution. From there: New regulations in Beijing to crack down on foreign companies attempting to diversify supply chains, the USTR’s Jamieson Greer comments on US partners and a new rare earth strategy, and notes on tensions between the PRC and Japan. At the end: The MATCH Act in Congress and the continued scrutiny over semiconductor manufacturing equipment, an updated timeline for DeepSeek’s new model, and a Mandelson mess continues to unspool in the U.K. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi wants Strait of Hormuz opened; NDRC head on security and development; Cake order leads to huge fines; Solar industry involution persists; Manus deal — Sinocism More foreign visitors meet Xi; Service sector boost; Countering improper foreign conduct; Youth unemployment; AI chip shortage; More pressure on AI “China-shedding” — Sinocism Oil prices jump after U.S. seizes Iranian vessel, imperiling ceasefire — Washington Post CNBC Transcript: President Donald Trump Speaks with CNBC’s “Squawk Box” Today — CNBC China’s exports slow as Middle East turmoil weighs on trade — Financial Times A Cake Order That Led to a Massive Fine — Tracking the “Ghost Delivery” Series of Cases一份蛋糕订单牵出巨额罚单——”幽灵外卖”系列案追踪 — Xinhua Translation China Officials, PDD Staff Get Into Fistfights During Audit — Bloomberg China Imposes New Rules to Block Foreign Companies From ‘Decoupling’ — New York Times Trump trade chief urges US allies to pay more for critical minerals — Financial Times Rules of Origin Set Up U.S.-China Clash in Asia — Wall Street Journal The Tech High Ground — Foreign Affairs China hawks rally behind House action on tougher export controls for AI chips — Inside AI Policy Micron pushes US Congress to crack down on chip tool sales to Chinese rivals, sources say — Reuters ‘Pure shock’: how ministers reacted to revelation of Mandelson vetting failure — The Guardian
April 9 · 13 min
(Preview) A Ceasefire and Reports of PRC Pressure; Another Politburo Investigation; Mythos, DeepSeek, and a Token Crunch
On today’s show Andrew and Bill begin with the tentative ceasefire in Iran and reports that the PRC applied pressure to the Iranians to defuse the tensions. Topics include: The lack of clarity on what the PRC actually did and why, China’s vote at the UN this week, why the PRC would like the war to end sooner rather than later, and relationships with other Gulf countries that may or may not change because of the war. From there: Ma Xingrui’s disappearance from public view is met with official confirmation of an investigation, Anthropic’s Mythos model clarifies the stakes of the AI race, DeepSeek news, a token crunch in China, and scenes from Victor Wembanyama’s visit to the Shaolin Temple last summer. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Iran war; PLA rectification; Services Sector Conference; Mutating troll armies; AI token usage — Sinocism Iran war; Ma Xingrui; Industrial and Supply Chain Security; PLA political rectification; MSS warns about foreign dinner guests — Sinocism China Pressed Iran Toward Cease-fire, Iranian Officials Say — New York Times China and Russia Veto Security Council Resolution on Hormuz — Bloomberg China’s Veto in the UNSC — The China-MENA Newsletter How Trump Took the U.S. to War With Iran — New York Times Chinese firms market Iran war intelligence ‘exposing’ U.S. forces — Washington Post Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment — Stratechery Exclusive DeepSeek’s New AI Model Will Be a Victory for Huawei — The Information The Token Reckoning — Hello China Tech Spurs to Shaolin: Inside NBA Star Wemby’s Secret Temple Retreat — Sixth Tone
April 2 · 57 min
The U.S., China and Iran; A PRC-Pakistan Peace Plan; KMT Chair Set to Visit China; Huawei, Manus and ZXMOTO
On today’s show Andrew and Bill begin with thoughts on China’s response to the war in Iran, including a peace plan co-authored with Pakistan, why the PRC is not necessarily interested in global leadership, how China sees a deepening U.S. rift with NATO countries, and President Trump’s visit to Beijing rescheduled for May 14th. From there: Context for the KMT Chair’s visit to China later this month, reactions to a Reuters report on Huawei’s latest AI chips, while the Financial Times reports that both Manus co-founders have been banned from leaving China. At the end: ZXMOTO steals the show at the World Superbike Championship and Zhang Xue introduces himself to the world. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube China-Pakistan Iran peace initiative; PBoC monetary committee meeting; US-China; ZXMOTO; Taxes wanted — Sinocism KMT Chairwoman to visit China; Li Qiang on Xiong’an; March Politburo meeting; Beijing bans drones; WDO, SAMR on involution — Sinocism China, Pakistan Issue Joint Call for Peace, Reopening Hormuz — Bloomberg A brief history of China’s X-point plans for the Middle East — China-Mena Newsletter Will China be the real winner from the Iran war? — The Economist A blueprint for Chinese global leadership — Financial Times Secret Codes and Yuan Fees Get Ships Through Iran’s Hormuz Tollbooth — Bloomberg Chinese analysis on the war in Iran — China-Mena Newsletter Trump plans May visit to China for talks with Xi after Iran war delay — Reuters Trump-Xi summit: US trade chief casts doubt on pre-meeting Beijing visit — South China Morning Post Taiwan’s opposition leader to visit China next month, ahead of Trump — Reuters Exclusive: Huawei’s new AI chip finds favour with ByteDance, Alibaba which plan to place orders, sources say — Reuters China reviews $2bn Manus sale to Meta as founders barred from leaving country — Financial Times Chinese startup ZXMOTO wins big at superbike championship — China Daily From Repair Shop to World Podium: Chinese Biker Goes Viral After Historic Win — Sixth Tone
March 25 · 18 min
(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News
On today’s show Andrew and Bill begin with last week’s indictment of Wally Liaw, the co-founder of Super Micro, and its implications for US chip policy. Topics include: Incredible details from the indictment, US enforcement options, and bipartisan calls for government action on Nvidia exports to China and Southeast Asia. Then: Xi takes three Standing Committee members and three other Politburo members to inspect the progress at Xiong’an, signaling continued commitment to the “new area” 60 miles south of Beijing. At the end: Reports that the US visit to China is delayed indefinitely, the PRC’s delicate diplomatic calculus as the Iran war continues, and tech news on Manus, Apple, OpenClaw, and an FCC ban on routers. Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi inspects Xiong’an; China Development Forum; Iran; Nvidia chip smuggling; SOE rules; Sleeping fish — Sinocism Wang Yi speaks with Iranian counterpart; Japan-China; Router ban; Hong Kong bookstore owner arrested; Poyang Lake dam — Sinocism Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China — DOJ US must suspend Nvidia AI chip exports to China, senators say — Financial Times China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show — Reuters A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips? — New York Times The Big Hack: How China Used a Tiny Chip to Infiltrate U.S. Companies — Bloomberg Feng Shui: between spirituality and state legitimation — Sinocities Trump-Xi summit on hold until Iran conflict ends, people briefed say — Politico Chinese Founder of Router-Maker TP-Link Seeks a Trump Gold Card — Bloomberg FCC Bans Wireless Router Imports, Citing Security Concerns — Bloomberg China Ramps Up Scrutiny of a Meta A.I. Deal — New York Times US-China; PRC-Vietnam; H200s; China cuts the “Apple tax”; Chinese Modernization and 15th Five-Year Plan — Sinocism

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