Sharp China with Bill Bishop (Preview) A TikTok ‘Framework’ and Lots of Questions; Nvidia Uncertainty and Chip Countermeasures; The PRC Propaganda Strategy on US Platforms
Sep 17, 2025
The podcast dives into the intricacies of a potential deal to divest TikTok from ByteDance, unraveling the complexities of algorithm control and data operations. It addresses the regulatory challenges and political dynamics surrounding TikTok's fate in the US. The discussion shifts to Nvidia and the escalating chip tensions, revealing the impact of additional measures against PRC firms. The hosts also explore the evolving propaganda strategies employed by the CPC, alongside touches of cultural humor involving LeBron James and pigeon racing.
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Framework Signals Incomplete Agreement
- Madrid negotiations produced a reported framework but left major details unresolved.
- Bill Bishop warns the framework likely means complex, not-complete agreement.
China's Licensing Claim Contradicts U.S. Law
- Chinese delegation suggested licensing the algorithm as part of the deal.
- That shift would conflict with the U.S. law's requirement to sever algorithmic cooperation.
U.S. Statute Limits Algorithm Sharing
- The Protecting Americans from Foreign Adversary Controlled Applications Act requires separation of algorithmic cooperation.
- Andrew Sharp reads the law to highlight legal constraints on any licensing solution.