Sharp China with Bill Bishop Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports
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Aug 20, 2025 This discussion kicks off with NVIDIA's complex relationship with China and the regulatory hurdles affecting chip sales. The hosts dive into the shaky state of China's real estate market, highlighting government efforts to stabilize it. They also explore the evolving diplomatic ties between India and China amidst global tensions. Finally, the cultural impact of the Labubu plush toy brand is examined, showcasing the rise of Chinese soft power in the West, particularly among younger audiences.
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Export Control Process Has Broken
- The H20 chip saga shows export-control policy collapsing into ad-hoc deals and lobbying wins.
- That breakdown weakens national-security credibility and reshapes US-China tech rivalry dynamics.
China's Mixed Messaging Serves Multiple Goals
- Beijing's public warnings and propaganda against NVIDIA reflect competing internal pressures: security, industrial policy, and Huawei's interests.
- Those mixed signals may be strategic leverage, not only pure protectionism.
Corporate Lobbying Shaped National Security Outcomes
- US lobbying by NVIDIA has decisively shaped outcomes in Washington despite national-security tradeoffs.
- Corporate influence now substitutes for interagency deliberation on sensitive tech exports.
