On today’s Andrew and Bill begin with President Trump's executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDance, China and the Trump administration, security concerns that haven't necessarily been addressed, and signals that opposition to the deal across D.C. is likely to be muted. Then: A report that the PRC will seek a shift on U.S. Taiwan policy in the course of trade talks, Secretary Bessent floats potential counter-measures for the U.S., and soybean farmers continue to twist in the wind. At the end: Thoughts on the PRC’s new K Visa program to attract foreign tech talent, dates for the fourth plenum, a very interesting rumor about Xi and a revival of the Central Advisory Commission, reactions to a Jensen Huang podcast appearance last week, and BIS closes a big export control loophole.
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Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Liu Haixing replaces Liu Jianchao; New leaders for Inner Mongolia, Liaoning, Jiangsu; Maritime law revisions target US actions; October Holiday — Sinocism
September Politburo meeting; Fourth Plenum dates; US expands Entity listings; US TikTok deal — Sinocism
Trump Signs TikTok Order With US App Valued at $14 Billion — Bloomberg
Trump’s TikTok deal still worries GOP China hawks — but here’s why they’ll go along — New York Post
Chairman Moolenaar Releases Statement on TikTok Deal — The Select Committee on the CCP
Xi Is Chasing Huge Concession From Trump: Opposing Taiwan Independence — Wall Street Journal
Bessent says aircraft engines, chemicals could be leverage in US-China talks — Reuters
Russia is helping prepare China to attack Taiwan, documents suggest — Washington Post
China's new K visa beckons foreign tech talent as US hikes H-1B fee — Reuters
China Goes on Offense — Foreign Affairs
NVIDIA: OpenAI, Future of Compute, and the American Dream — BG2 w/ Bill Gurley and Brad Gerstner
‘More Hawkish Than When I Arrived’: A View From Inside China — Wall Street Journal
US tightens export controls on Chinese companies — Financial Times
Central Advisory Commission — Wikipedia
