Sharp China with Bill Bishop
(Preview) ‘Protracted War’ and ‘Struggle’; The Looming Risks for the PRC; A Politburo Study Session on AI; Apple’s Attempt to Pivot
Apr 30, 2025
13:27
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Quick takeaways
- China is aggressively pursuing artificial intelligence independence, reflecting a significant shift towards self-sufficiency in technology amid US-China tensions.
- Apple's plan to shift iPhone assembly to India faces complications due to export delays, highlighting challenges in navigating geopolitical dynamics.
Deep dives
China's AI Ambitions and US Competition
China is focusing heavily on artificial intelligence as part of its strategy to build Shanghai into a global technology hub. There is a clear intention to decouple from US technology and not rely on American semiconductor supplies and manufacturing equipment, reflecting a broader trend of bifurcation in AI systems between the two nations. Chinese leaders are determined to create independent artificial intelligence capabilities that prioritize national economic security, which suggests a slow but steady transition toward self-sufficiency in technology. This competitive landscape reveals that the U.S. and Chinese firms will increasingly operate in silos, impacting international tech collaborations and market dynamics.
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