ChinaTalk

Kevin Xu, author of the Interconnected newsletter and a former member of the Obama White House, shares insightful perspectives on US-China tech dynamics. He discusses Elon Musk's influence in China's EV market and the complexities of operating there. The conversation shifts to the importance of open source technology for American industry and highlights the Endless Frontier Act as a crucial initiative. Kevin also reflects on Zhang Yiming's mindful leadership style and the evolving landscape of technology innovation, emphasizing the future of semiconductors.

Thomas Shugart, an adjunct senior fellow at CNAS and former US Navy officer with 25 years of experience, dives into the intricacies of the US-China military balance. He discusses China’s rapid military advancements, particularly in long-range missiles and naval expansion, which mirrors historical military build-ups. Thomas also explores insights from the virtual universe of EVE Online, highlighting how its strategic gameplay mirrors real military operations. He argues that the dynamics of teamwork and resource management in gaming could inform future combat strategies.

In this engaging discussion, Dr. Angela Zhang, a professor at the University of Hong Kong and author of "Chinese Antitrust Exceptionalism," shares insights on China's evolving anti-monopoly strategies. She delves into the historical influences on Chinese antitrust law and the intricate relationship between firms and government agencies. The conversation highlights the challenges faced by tech giants like Ant Group under new regulations and examines China's balancing act between attracting foreign investment and ensuring technological independence amidst global competition.

Join Enzo Chen, author and expert on the Chinese podcasting scene, and Caiwei Chen, a Beijing-based reporter and host, as they explore the rapid evolution of podcasts in China and Taiwan. They discuss the unique characteristics of leading podcast apps and the diverse demographics of listeners. The conversation dives into the impact of censorship on creativity and highlights standout shows, both lighthearted and serious, demonstrating the cultural richness and variety in content available. The duo also compares the freedom of expression in Taiwanese podcasts with their Chinese counterparts.

AvenueX, an insightful YouTuber known for her extensive knowledge of the Chinese TV landscape, shares her thoughts alongside co-host Ina Yang, a founder of the Chinese-language podcast Loud Murmurs. They dive into how the rise of streaming and censorship has led to subpar storytelling in Chinese dramas. AvenueX discusses the shift in scriptwriting quality, the impact of popular actors, and the peculiar case of novelist Zi Jinchen. They also recommend standout shows like 'The Bad Kids' and 'The Long Night,' while navigating viewer frustrations with lengthy formats.

Logan Wright, Director of China Market Research at Rhodium Group, delves into the struggles of Huarong, China's leading asset management firm, and what they reveal about the nation's financial contradictions. He discusses the shifting landscape of credit and credibility since 2018, highlighting rising debt and uncertainty in government intervention. The conversation also touches on the unique resilience of China's financial system compared to other emerging markets and the implications of high savings rates on economic stability. Wright emphasizes the urgent need for reform amidst these dual pressures.

Yueran Zhang, a sociology PhD student at UC Berkeley, dives into the fascinating legacy of the Chongqing Model under Bo Xilai. They discuss how Bo leveraged mass mobilization to challenge enemies and the implications for Xi Jinping’s governance. The conversation also highlights the 2018 Jasic protests, showcasing a resurging labor movement influenced by young Marxists. Zhang critiques the contrasting strategies of wealth redistribution in Chongqing versus the technocratic approach in Shanghai, offering rich insights into China's evolving political landscape.

Scott Rozelle, a Stanford professor and co-director of the Stanford Center on China's Economy and Institutions, dives deep into the urban-rural divide in China. He discusses the alarming educational disparities and their impact on economic growth, comparing China's situation to Mexico's historical challenges. Rozelle emphasizes the need for better local government funding in rural education and health, critiques the current poverty alleviation strategies, and highlights the importance of investing in human capital to secure a stable future for China.

In this conversation, Yuka Koshino, a Research Fellow at IISS specializing in Japan-China relations, and Akira Igata, Executive Director at the Center for Rule-making Strategy, delve into Japan's evolving view of China over the past two decades. They discuss Japan's delicate balance of technological diplomacy amid rising tensions and how cultural exchanges impact public sentiment. The talk also touches on Japan's strategic alliances in response to China's coercion, particularly concerning Taiwan, all while highlighting the intricate dance of innovation and foreign policy.

Derek Sandhaus, author of "Drunk in China: Baijiu and the World's Oldest Drinking Culture" and co-founder of Ming River Baijiu, dives into the fascinating world of Baijiu. He shares insights about the drink's evolution from a peasant’s beverage to a national symbol. The podcast highlights Baijiu's diverse flavors and the challenges of introducing it to Western palates. Sandhaus discusses the cultural appreciation needed for Baijiu to bridge East and West, while revealing personal stories that illuminate the rich tapestry of Chinese drinking culture.