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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 response to the status quo, export-powered growth that is widening trade imbalances, and the questions all of this will raise for foreign policymakers. From there: The Party’s findings on Ma Xingrui, questions that remain unanswered, and cadre risk aversion for the next 18 months. Then: PRC messaging around openness in AI, an ongoing U.S. debate over open-source AI models, three chip bills that may end up in the NDAA, and the continued adventures in China policy on Capitol Hill. At the end: Reflections on the 10th anniversary of The Hague ruling on the PRC’s territorial claims in the South China Sea, as well as the state of play today.
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Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi to speak at WAIC; Preparing for July Politburo meeting on the economy; Unemployment at 10.2%?; Another American arrested for spying — Sinocism
Ma Xingrui case; Trade data; Themes for Xi’s WAIC speech; Kevin Rudd on Xi and China — Sinocism
China’s Q2 economic growth cools to 3-1/2-year low as imbalances worsen — Reuters
China’s Trade Surplus With EU Hits Record as Tensions Intensify — Bloomberg
Calibrate the Course of AI for Good, Jointly Build a Universally Beneficial and Inclusive Future — Sinocism Translation
WP Intelligence’s AI & Tech Brief — The Washington Post
When China’s open-source AI is a trap — The Economist
A Framework for Frontier AI and the Dawning of a New Age — Demis Hassabis
Chips bills poised for NDAA ride — Punchbowl News
Nvidia halves Asia buyer list in China chip crackdown — Financial Times
Born to be Alive — China Articles
Joint Statement on the Tenth Anniversary of the Philippines-China South China Sea Arbitral Tribunal Award — U.S. Department of State
South China Sea: Statement by the High Representative on behalf of the EU on the tenth anniversary of the Arbitral Award between the Philippines and China — Council of the European Union
Yang Hansen Summer League Highlights — NBA
