Net Assessment What Does the United States Want From China and Why Can't We Get It?
13 snips
Dec 25, 2025 The hosts dive into U.S. policy towards China, questioning whether the Trump administration is giving in too much on trade and technology. They discuss security risks tied to advanced chip exports and highlight concerning concessions, from TikTok negotiations to Taiwan policy. The conversation shifts to the impact of tariffs and soybean purchases, revealing U.S. economic pain points. They analyze China's strong bargaining position heading into 2026, emphasizing the need for a coherent strategy to combat Beijing's confidence.
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Pattern Of Concessions To China
- The Trump administration has repeatedly retreated to Chinese pressure across multiple policy areas.
- These concessions risk strengthening China's capabilities while weakening U.S. strategic competition.
H200 Chip Sales Change The AI Balance
- Allowing sales of advanced NVIDIA Hopper (H200) chips to China materially raises Chinese AI capabilities.
- That decision both helps China and reduces U.S. AI deployment capacity.
Hosts Admit Not Economists
- Zack joked that none of the hosts are economists to underline limits on technical claims.
- The remark framed a broader discussion about economic consequences of chip sales.