The Commentary Magazine Podcast

Breaking the China

17 snips
Dec 9, 2025
Dive into the complexities of the Trump administration's shifting stance on China, AI chips, and economic strategies. The discussion highlights concerns over U.S. technological lag and the perils of exporting core tech to a competitor. Comparisons to past deals underscore fears of being taken advantage of. The episode also critiques political tactics involving tariffs and the implications for voters. Finally, it examines how social media is reshaping local elections and the broader political landscape.
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INSIGHT

Contradictory China Strategy

  • The administration's China policy is incoherent: it labels China a threat yet allows major chip exports and trade concessions.
  • That contradiction risks accelerating China's AI and military capabilities while undermining U.S. strategic aims.
INSIGHT

Long-Term Strategic Blind Spots

  • China already leads much of open-source AI infrastructure and poses a long-term security threat.
  • Eliminating long-term strategic units like the Office of Net Assessment weakens U.S. planning.
ADVICE

Read Chip War For Context

  • Read Chris Miller's Chip War to understand semiconductor competition and Chinese tactics.
  • Use the book to inform policy choices on export controls and industrial strategy.
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