Channels with Peter Kafka
It’s the US vs China with tech in between
Sep 7, 2023
Reporter Jessica Lessin from The Information discusses the complex relationship between the US and China in the tech industry. Topics include the tension between the two countries, the role of Chinese-owned apps like TikTok, and the importance of the Chinese supply chain for companies like Apple.
25:31
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Quick takeaways
- The US-China tech relationship is complex, with tensions leading to a sense of decoupling while maintaining heavy reliance on Chinese supply chains in the hardware industry.
- Export controls and the AI arms race highlight the intricacies of the US-China tech relationship, with concerns over national security and potential restrictions blurring the line between protecting interests and arbitrary limitations.
Deep dives
The Complex Relationship Between the US and China in Tech
The podcast episode discusses the evolving and complex relationship between the US and China in the tech industry. It highlights how there has been a significant shift over the past few years as tensions have increased. While US internet companies once viewed China as an important market, the landscape has changed with a growing sense of decoupling. However, the hardware industry remains deeply dependent on Chinese supply chains. The Biden administration has taken steps to de-risk by investing in domestic technology and restricting certain investments in China. The podcast explores the challenges and tensions that arise from this intricate relationship.
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