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Bill Bishop is the author of Sinocism
On today's show Andrew and Bill begin by talking through a first round of US tariffs on PRC goods and responses from the PRC earlier this week. Topics include: The fentanyl allegations that served as the predicate for these tariffs, Chinese responses that highlight points of leverage should trade tensions escalate, next steps in negotiations, and the end of the de minimis loophole. From there: Secretary of State Marco Rubio tours Latin America, the PRC's investments in Panama, and questions for the future of the Panama Canal. At the end: The PRC announces an investigation into Google, a Bloomberg report suggests Apple's being investigated for its app store policies, Apple's growth in China plateaus, and a few more thoughts on DeepSeek as Congress reacts and BIS gets a new leader.
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Foreign leaders meet with Xi; US-China; Lu Shaye; Tesla; Modernization; DeepSeek — Sinocism
US-China tariffs and export controls; Google in China trouble again — Sinocism
Imposing Duties to Address the Synthetic Opioid Supply Chain in the People’s Republic of China — The White House
'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks — NPR
Beijing Prepares Its Opening Bid to Talk Trade With Trump — Wall Street Journal
Looking Beyond TikTok: The Risks of Temu — CSIS
Trump administration weighs adding Shein, Temu to forced labor list — Semafor
Panama Offers Concessions to US After Rubio Meets President — Bloomberg
Panama: China’s Strategic Hub — Diaglo Americas
China targets Google, Nvidia and Intel as Donald Trump’s tariffs bite — Financial Times
China Weighs Probe Into Apple’s App Store Fees, Practices — Bloomberg
Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation — Stratechery
Foxconn stops sending Chinese workers to India iPhone factories — Rest of World
Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout, Graphika says — Reuters
Senators urge tougher chip controls to stymie Chinese AI advance — Washington Post
