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WAIC; Another order for AI; Kimi's new model; Smart China hire by Australian government; Consumption; Extended dog days of summer 三伏天
Moonshot is the latest PRC firm showing the way to building open-source AI, with the release today of Kimi K3, which from early reviews is a…
Jul 16
•
Bill Bishop
60
8
Sharp China: K-Shaped Economic Data And Its Implications; Ma Xingrui News; Closing Window for Open Source AI?; The SCS and International Law…
On today’s show, Andrew and Bill begin by parsing the economic data released by the PRC this week, including slower-than-expected growth, the Party’s…
Jul 16
•
Bill Bishop
40
3
4
58:16
Xi inspects Shanghai; GDP data; Problems in the US-China trade deal; Foreign Correspondents Club on reporting challenges
The PRC economy slowed more than expected in Q2. Real GDP growth declined from 5.0% year-on-year in Q1 to 4.3%, below the 4.5% consensus and the lower…
Jul 15
•
Bill Bishop
67
3
5
Ma Xingrui case; Trade data; Themes for Xi's WAIC speech; Kevin Rudd on Xi and China
At present two entirely different logics of development exist in the AI field: some media have summed them up as "oil thinking" and "water-flow…
Jul 14
•
Bill Bishop
11
1
3
Xi to speak at WAIC; Preparing for July Politburo meeting on the economy; Unemployment at 10.2%?; Another American arrested for spying
The July Politburo meeting is usually about the economy, and adjustments needed for the rest of the year, and as part of the work ahead of that meeting…
Jul 13
•
Bill Bishop
11
1
China-Russia military cooperation; Deadly shoe factory fire; June price data; Developing the retail sector; Carbon peaking action plan
A joint investigation by The Insider, Der Spiegel, and Le Monde provides shocking but unsurprising revelations about China-Russia military cooperation…
Jul 9
•
Bill Bishop
8
2
Sharp China: A Missile Test and New PLA Generals; The CITIC Plane Crash; America's Taiwan Interests; Guo Wengui Jailed and Ezra Jin Released
This episode of Sharp China is outside the paywall.
Jul 9
•
Bill Bishop
33
3
3
1:07:42
Xi on Science and Technology; PBoC Q2 Monetary Policy Committee meeting; H200 orders?; PRC open-source and global AI governance
It is necessary to seize the window period of global talent flows and actively recruit outstanding young talent and teams from overseas…
Jul 8
•
Bill Bishop
9
Floods and Xi’s instructions; PRC to limit access to top AI models?; PBoC policy support for Hong Kong; Tax burden on private firms
Reuters reported Tuesday that the Ministry of Commerce convened a meeting to discuss “putting limits on the most advanced AI models — both…
Jul 7
•
Bill Bishop
8
1
Two new PLA generals; Submarine-launched missile test; Ezra Jin released; "Routine" patrols of waters east of Taiwan
These two new generals have survived the PLA purges, but as the PLA Daily reminds everyone in a full page article in the Monday edition - Carry the…
Jul 6
•
Bill Bishop
10
2
1
American Decline, Chinese Exposure | Sinification: June 2026
US-China & Taiwan | Middle East | Europe | Going Out | East Asia | Russia | Economy | Society & Local Governance | Tech & AI | Critical Minerals
Jul 5
•
Jacob Mardell
,
James Farquharson
, and
Thomas des Garets Geddes
30
6
Official explanation of CITIC Tower crash; EU-China; Japan-PRC; Tungsten; Global significance of Xi Thought on Party Building
The PRC’s throttling of tungsten exports to Japan is starting to hurt Japanese firms, and some of their overseas customers. Japanese supplies of…
Jul 2
•
Bill Bishop
11
1
2
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