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The podcast delves into the evolving US approach towards Chinese technology threats and interdependence with China. The discussion emphasizes the importance of reevaluating the US-China relationship in technology beyond simple competition to include complexities like supplier connections, talent bases, manufacturing hubs, and economic interdependence. While the US has become sharper in identifying risks, there's an ongoing struggle to fully comprehend the complexities of the US-China tech relationship and the risks of abrupt decoupling.
The podcast highlights the difficulty in grasping the depth of the US-China tech relationship due to its multifaceted nature. It explores the challenges in projecting future shifts in US interests amid technological advancements. The discussion emphasizes the need for a humble and adaptable strategy capable of navigating the complexities and uncertainties inherent in the US-China tech landscape.
The podcast scrutinizes different policy approaches towards China's technological rise, categorizing them into restrictionist, centrist, and cooperationist camps. It underscores the necessity for these camps to clearly define their visions and justify their strategies with a focus on long-term consequences and objectives. The conversation highlights the complexities of aligning ideological debates with tangible policy goals in the US-China tech arena.
The discussion underscores the US emphasis on defensive measures over offensive actions in responding to Chinese technology threats. It elucidates the challenges in prioritizing policies and trade-offs while advocating for a balance between defensive postures and innovation-driven initiatives. The importance of enhancing US innovation, education, infrastructure, and political integrity is underscored as crucial elements for sustainable progress apart from the defensive responses to China.
The podcast elucidates the predictive challenges in understanding foreign leaders' strategic intentions and behavior, drawing parallels from past intelligence analysis experiences. It highlights the complexities and uncertainties of influencing adversarial regimes like Iran and the limits of tools like sanctions in inducing desired behavioral changes. The conversation emphasizes the need for humility and prudence in assessing China's responses and behavior in the face of US policies and restrictions.
Analyzing foreign adversaries' strategic intentions based on intelligence tools like human intelligence and signals intelligence presents challenges despite the granularity of data. The difficulty lies in predicting responses and strategic outcomes, especially in emerging technologies. The intelligence community's powerful insights often fall short in providing clear answers, emphasizing the complexity of assessing strategic intentions through intelligence alone.
The podcast delves into the complexities of establishing control over emerging and foundational technologies, exemplified by the struggle in defining critical technology lists effectively. The discussion highlights challenges in determining policy directions and technology investment decisions. The narrative underscores the importance of engaging outside expertise beyond traditional intelligence tools in making informed policy choices in the fast-evolving technological landscape.
Where should US-China tech relations go? What should “Competitive when it should be. Collaborative when it can be. Adversarial when it must be” actually mean in practice?
To discuss, on this episode we have John Bateman, a newly minted senior fellow at the Carnegie Endowment for International Peace and my Rhodium colleague Charlie Vest as co-host.
We get into
- Analyzing the China tech threat and current tech policy
- US public strategy on China and tech and why it’s not very clear.
- How LCD panels made it onto the list of critical tech in mid-nineties but mobile phones didn’t.
- Why it’s so difficult for intelligence analysts to assess and predict the behavior of a foreign leader.
John's report: https://carnegieendowment.org/2022/04/25/u.s.-china-technological-decoupling-strategy-and-policy-framework-pub-86897
What American policymakers read: https://scholars-stage.org/american-policy-makers-do-not-read-books/
Outro music: Talkin' John Birch Paranoid Blues by Bob Dylan, live at Carnegie Hall 1963
https://www.youtube.com/watch?v=U5Xn9YOKPcQ
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