The Prof G Pod with Scott Galloway China Decode: Why China’s Baby Bust Meets a Condom Tax
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Dec 16, 2025 
Chris Miller, an expert on semiconductors and the author of 'Chip War', joins to dissect the implications of new AI chip export controls and their significance in global power politics. He explains how a recent U.S. policy shift could impact companies like NVIDIA and the nuanced dynamics between the U.S. and China regarding semiconductor technology. Additionally, the discussion highlights China's demographic challenges, including a new condom tax aimed at addressing declining birth rates, and the economic factors contributing to the nation’s fertility struggles.
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U.S. NSS Shifts From Ideology To Economics
- The Trump administration's new NSS softens rhetoric on China and emphasizes economic competition over ideological confrontation.
- Alice Han and James Kynge argue this shift likely aims to buy time and stabilize ties ahead of high-level meetings.
Taiwan Mentions Drop; Allies Told To Shoulder More
- The NSS reduces explicit mentions of Taiwan and shifts burden-sharing to regional allies like Japan and Korea.
- James Kynge suggests this indicates US retrenchment and reliance on partners for frontline defense.
Rare Earths Drive A Calmer China Strategy
- The US may be softening to avoid provoking China into cutting rare earth supplies crucial for defense.
- James Kynge argues re-securing these supply chains could take five to ten years, so Washington may be buying time.
