ChinaTalk

ChinaTalk

Weekly analysis of US-China policy and translations of Chinese-language sources on tech, politics and the broader economy

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TikTok Hearing: The End of an Era

"Folks like Zhang Yiming and others would have been the best allies of the United States in its way of dealing with US-China relations." Open in app or onlineTikTok Hearing: The End of an Era"Folks like Zhang Yiming and others would have been the best allies of the United States in its way of dealin

20 hours ago

TikTok Hearing Show Live in 10 Minutes!

The long-awaited TikTok hearing has finally arrived.This morning TikTok CEO Shou Zi Chew appeared before the House Energy and Commerce Committee to testify about TikToks consumer privacy and data security practices, how the platform affects children, and its relationship with the Chinese Communist P

1 day ago

TikTok Live Show + AI’s Regulatory Future: EU vs. China

The AI industry is hitting the gas in terms of progress and deployment and I think that governments around the world need to hit the gas in terms of thinking about it in a regulatory context.Open in app or onlineTikTok Live Show + AIs Regulatory Future: EU vs.ChinaThe AI industry is hitting the gas

2 days ago

Baidu's ERNIE: China Reacts

Being an idiot isnt your fault and shouldnt cause you to have low self-esteem or feel helpless.Open in app or onlineBaidu's ERNIE: China ReactsBeing an idiot isnt your fault and shouldnt cause you to have low self-esteem or feel helpless.Irene ZhangMar 17PreviewSaveThe launch of ERNIE, Baidus answer

1 week ago

GPT-4: AI Unleashed?

I dont know how the racing dynamic can be pulled out of the system if there is a peer competitor with the US who sees AI as an incredibly strategic, critical technology.Open in app or onlineGPT-4: AI Unleashed.I dont know how the racing dynamic can be pulled out of the system if there is a peer comp

1 week ago

Countdown to ERNIE: Chinese Media on Baidu’s AI Chatbot

ERNIE will be an idiot.Fundamentally, I cannot imagine a world where Baidu has had a robot more powerful than ChatGPT all this time but has managed to keep it a secret.Open in app or onlineCountdown to ERNIE: Chinese Media on Baidus AI ChatbotERNIE will be an idiot.Fundamentally, I cannot imagine a

1 week ago

China’s Chip Industry Dismayed by Multilateral Export Controls

Creative translation by Chinas SIA in their press release responding to the US/JP/NL export controls reveals all Open in app or onlineImJordan Schneider, host of the ChinaTalk Podcast, China tech analyst at The Rhodium Group, and a fellow at CNAS.The views expressed in this newsletter are my own.Chi

1 week ago

AI’s Regulatory Future

If the US stops collaborating with China, it doesnt mean they wont get access to the best, leading-edge results.Those results live on the internet for everyone in the world to access.Open in app or onlineAIs Regulatory FutureIf the US stops collaborating with China, it doesnt mean they wont get acce

2 weeks ago

US vs China Semis Industrial Policy: Tale of the Tape

Our differences are policies; our agreements, principles William McKinley Open in app or onlineUS vs China Semis Industrial Policy: Tale of the TapeOur differences are policies; our agreements, principles William McKinleyNicholas WelchMar 7PreviewSaveThe following article was written by Arrian Ebr

2 weeks ago

China’s Censors Are Afraid of What AI Chatbots Might Say

Could politics put the breaks on China's AI development.Open in app or onlineImJordan Schneider, host of the ChinaTalk Podcast, China tech analyst at The Rhodium Group, and a fellow at CNAS.The views expressed in this newsletter are my own.Chinas Censors Are Afraid of What AI Chatbots Might SayCould

2 weeks ago

China CHIPS Act Guardrails—The Next Great US Policy Innovation?

Will investment guardrails, or 'money for national-security compliance', be the next 'export controls' or 'secondary sanctions'.Open in app or onlineChina CHIPS Act GuardrailsThe Next Great US Policy Innovation.Will investment guardrails, or 'money for national-security compliance', be the next 'exp

3 weeks ago

How Ancient Chinese Exceptionalism Shapes China's Worldview Today

The Buddhists, the Song, the Mongols, the missionaries: all failed to uproot ancient Chinese exceptionalism.Open in app or onlineImJordan Schneider, host of the ChinaTalk Podcast, China tech analyst at The Rhodium Group, and a fellow at CNAS.The views expressed in this newsletter are my own.How Anci

3 weeks ago

Will Xi Arm Putin? Has a Cold War Already Begun?

The Chinese very much want to find a way to keep Putin in power because Xi Jinping feels very comfortable with Putin.These two leaders are bonded in a way that we have not understood.Open in app or onlineImJordan Schneider, host of the ChinaTalk Podcast, China tech analyst at The Rhodium Group, and

3 weeks ago

China's Elite on Ukraine War Anniversary

"Most tragic is witnessing a nation that does not remember its past mistakes." Open in app or onlineChina's Elite on Ukraine War Anniversary"Most tragic is witnessing a nation that does not remember its past mistakes."Irene ZhangFeb 27PreviewSaveOn the first anniversary of Russias invasion of Ukrain

3 weeks ago

Compute and the Future of US-China Relations

The chips stop going to China but how do we actually make sure they stop using those cutting-edge systems.How do you want export controls on cloud computing.Open in app or onlineCompute and the Future of US-China RelationsThe chips stop going to China but how do we actually make sure they stop usi

1 month ago

AI Compute 101: The Geopolitics of GPUs

If systems continue becoming that powerful and that capable, we might not actually want them again as a society, as a democratic process; we might not want them to be out there in the wild.Open in app or onlineAI Compute 101: The Geopolitics of GPUsIf systems continue becoming that powerful and that

1 month ago

China's ChatGPT Fever

State support for ChatGPT clones + is China's data actually a weakness vs the US.How Bing chat performs in Chinese, ChatGPT impersonates a province, and reactions from university educators Open in app or onlineChina's ChatGPT FeverState support for ChatGPT clones + is China's data actually a weaknes

1 month ago

China's Best New Novels According to China's Goodreads

Stories about Chinese womanhood, cyberpunk urban worlds, and the truth of intergenerational memory.Open in app or onlineChina's Best New Novels According to China's GoodreadsStories about Chinese womanhood, cyberpunk urban worlds, and the truth of intergenerational memory.Irene ZhangFeb 14PreviewSav

1 month ago