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Sharp China: Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting
Listen now | Show Notes: On today’s show Andrew and Bill begin with the news that the Meta-Manus deal will likely be unwound in its entirety in the wake…
 • Bill Bishop
50:12
Politburo study session; Australian FM in Beijing; More on the Manus mess and AI; Chongqing corruption
Caixin has a long story titled “Prominent Female Lawyer Goes Missing: The Intersection Point of Chongqing’s Anti-Corruption Storm”. It is only available…
 • Bill Bishop
April Politburo meeting; Manus mess; Hostile foreign forces encouraging "lying flat"; New US semiconductor restrictions?
The Wall Street Journal reports that Meta is planning to comply with the order to undo the Manus acquisition. Maybe they are happy to get a mulligan for…
 • Bill Bishop
Managing new employment groups; NDRC wants Manus deal unwound; US-China AI discussion; Alleged MSS hacker extradited to US
Meta generates well over $10B USD a year in revenue selling ads to PRC firms for marketing globally ex-China, and while those firms buy those ads…
 • Bill Bishop
Evaluation and Assessment Measures for Carbon Peaking and Carbon Neutrality; Crackdown on Cambodian scam centers?; AI distillation; US as a…
On Thursday the government publicly released the “Comprehensive Evaluation and Assessment Measures for Carbon Peaking and Carbon Neutrality…
 • Bill Bishop
Xi Wants the Strait of Hormuz Reopened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
Listen now | Show Notes: On today's show Andrew and Bill return to discuss the PRC's posture amidst the ongoing war in Iran. Topics include: Xi's call…
 • Bill Bishop
1:05:43
Earth Day document on "Energy Conservation and Carbon Reduction Work"; Reactions to Takaichi's Yasukuni Shrine offering; BHP's deal with…
On Wednesday, Earth Day, the General Offices of the CCP Central Committee and State Council released a new energy conservation and carbon reduction…
 • Bill Bishop
More foreign visitors meet Xi; Service sector boost; Countering improper foreign conduct; Youth unemployment; AI chip shortage; More…
Caixin reports that AI chip shortages have forced leading AI firms to ration services. The big firms in the US seem to all have compute shortages as…
 • Bill Bishop
Xi wants Strait of Hormuz opened; NDRC head on security and development; Cake order leads to huge fines; Solar industry involution persists…
In a call Monday with the Saudi Crown Prince, Xi, according to the PRC readout said: China calls for an immediate and comprehensive ceasefire, supports…
 • Bill Bishop
Iran war; Q1 GDP growth; Qiushi; Foot and mouth disease
There is an outbreak of foot and mouth disease and so far it has officially appeared in two places, 2400 kilometers apart. The Dim Sums blog, which has…
 • Bill Bishop
Xi meets To Lam and Lavrov; Wang Yi calls for "restoring normal passage” through the Strait of Hormuz; Investment approval; Nvidia CEO on…
Wang Yi had another call with his Iranian counterpart and called for “restoring normal passage” through the Strait of Hormuz. According to the readout…
 • Bill Bishop
Xi’s four point proposal on safeguarding and promoting peace and stability in the Middle East; Xi meets Spanish PM; People's Leader Xi
The Foreign Ministry spokesperson on Tuesday promised “resolute countermeasures” if the Trump Administration added new tariffs on China for “military…
 • Bill Bishop
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