
Sharp China with Bill Bishop
(Preview) Welcoming Foreign Enterprises; Ships are the New Chips; He Weidong and More PLA Rumors; Deep-Sea Cable Cutter
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
On today's show Andrew and Bill begin with the China Development Forum, including China's messaging to foreign investors, revisiting the Mintz raids as five detained employees are finally released, no updates on a Xi-Trump meeting, and news in the EV space. From there: The US plans to revive shipbuilding capacity, the likely disruption if the US adopts the USTR recommendations to counter Chinese dominance, Michael Froman writes that China has remade the international system, and a few more thoughts on the CK Hutchison deal. At the end: Rumors swirl around He Weidong and others in the PLA, what the noise might signal, and news of a deep-sea cable cutter is accompanied by a reminder that China constructs and protects deep sea cable like no other.
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
US closes some tech export control loopholes; Support for private business; DeepSeek — Sinocism
China Development Forum; Xi Economic Thought; WTO compliance; Wang Yi in Tokyo — Sinocism
China releases employees of US firm as Xi Jinping courts global CEOs — Financial Times
AUDI, Not Audi: A New EV Sub-Brand Prepares for Launch — Auto Blog
Tesla warns Trump administration it is ‘exposed’ to retaliatory tariffs — Financial Times
Why ships are the new chips — Financial Times
How Foreign Companies Are Funding China’s Dual-Use Shipyards — Wall Street Journal
China Has Already Remade the International System — Foreign Affairs
China's Undeclared Arctic Foreign Policy — Wilson Center
Devil in the details of the Hutchison-BlackRock Panama ports deal — SCMP
Senior Chinese general disappears in latest high-level political purge — Washington Times
China unveils a powerful deep-sea cable cutter that could reset the world order — SCMP
Commentary: China constructs, protects submarine cable system in inclusive internet quest — Xinhua