#55: Kyle Chan - Will China Make The US Irrelevant?

Thank you for checking out The Front Row Podcast and my interview with Kyle Chan.

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Kyle Chan is an American sociologist and postdoctoral researcher at Princeton University, as well as an adjunct researcher at the RAND Corporation.

He is also a 2025 fellow with the Penn Project on the Future of U.S.–China Relations.

His research centers on industrial policy, clean technology, and infrastructure in China and India, with work published in journals such as Current Sociology, Asian Survey, and the Chinese Journal of Sociology.

Kyle has testified before the U.S.–China Economic and Security Review Commission and contributes to public debates through his widely read newsletter High Capacity and a New York Times op-ed on U.S.–China competition and technology.

You can find his newsletter here: https://www.high-capacity.com/about

This Is Episode 55 of The Front Row Podcast

Timestamps:
00:00 Trailer & Intro
01:00 The Utility Of Sociology
05:34 Revolut Ad
07:00 Insights From China's HSR Projects
11:17 Understanding The China Shock
17:16 Made in China 2025: A Shift in Policy
22:24 Divergence From The East Asian Model
26:08 Compounding Effects of Overlapping Industries
29:25 The Rise of Swiss Army Knife Companies
33:02 Why Apple Abandoned EVs
37:11 The US Service Economy vs. Manufacturing
42:57 Goals for US Industrial Policy
43:29 How China Resolves Tech Inequality
48:13 US Policy Attempts At Reducing Inequality
53:34 Lessons from China's Industrial Policy
58:17 Is There An AI Race Between US and China?
01:03:58 How China and US Diverge In AI?
01:10:16 What Should US-China Relations Be Like?
01:17:00 Will America Become Irrelevant?
01:24:35 What US' China Strategy Should Be
01:26:55 Advice For Fresh Graduates

📖 Full episode transcripts: ykeith.com/tag/podcast

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