This episode of Sharp China is outside the paywall.
Show Notes:
On today’s Andrew and Bill begin with President Trump’s executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDance, China and the Trump administration, security concerns that haven’t necessarily been addressed, and signals that opposition to the deal across D.C. is likely to be muted. Then: A report that the PRC will seek a shift on U.S. Taiwan policy in the course of trade talks, Secretary Bessent floats potential counter-measures for the U.S., and soybean farmers continue to twist in the wind. At the end: Thoughts on the PRC’s new K Visa program to attract foreign tech talent, dates for the fourth plenum, a very interesting rumor about Xi and a revival of the Central Advisory Commission, reactions to a Jensen Huang podcast appearance last week, and BIS closes a big export control loophole.
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Related Readings:
Trump’s TikTok deal still worries GOP China hawks — but here’s why they’ll go along -- NY Post
Chairman Moolenaar Releases Statement on TikTok Deal -- The Select Committee on the CCP
Xi Is Chasing Huge Concession From Trump: Opposing Taiwan Independence -- WSJ
Bessent says aircraft engines, chemicals could be leverage in US-China talks -- Reuters
Russia is helping prepare China to attack Taiwan, documents suggest -- WaPo
China’s new K visa beckons foreign tech talent as US hikes H-1B fee -- Reuters
China Goes on Offense -- Foreign Affairs
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner -- YouTube
‘More Hawkish Than When I Arrived’: A View From Inside China -- WSJ
US tightens export controls on Chinese companies -- FT
Central Advisory Commission - Wikipedia
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