ABOUT THIS EPISODE
On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI related technologies, solar components, and machinery, as well as continued angst surrounding Japan’s rare earth access. Then: Reactions to strong Q3 GDP numbers in the PRC, continued stock market struggles, questions about GDP targets, and speculation about the agenda for next week’s Fifth Plenum. At the end: The EU signals a willingness to continue protectionist measures in new sectors, a report on new investment deals between the US and China, a potential Putin-Xi-Trump, sanctions on China’s version of Y Combinator, and a Politico report on OpenAI’s suddenly restrained export control lobbying, which spawns a variety of thoughts on the state of US chip policy.
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Bill Bishop is the author of Sinocism
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Q3 GDP growth on target; Xi on compute; Export controls; Fifth Plenum watch — Sinocism
Fifth Plenum approaching; EU signaling car deal just the start; Li Qiang going to Russia; The Great Expedition 伟大远征 — Sinocism
China Plans AI Export Curbs to Exert Control Over Key Tech — Bloomberg
Muse Spark Open, Meta + Apple, Thin and Thick — Stratechery Update
US Moves to Bar China’s DeepSeek From Federal Agency Systems — Bloomberg
China Slaps Export Curbs on More Drones and Industrial Machinery — Bloomberg
Japan ‘months’ from running out of critical rare earth as China squeezes supply — Financial Times
China’s economic growth picks up as exports boom, consumers balk — Reuters
Shanghai tops world in empty offices as overseas investment pulls away — Nikkei
China warns EU not to ‘fantasise’ on trade approach as Brussels confirms new ‘kill switch’ — SCMP
UK is prepared to align with EU tariffs on Chinese EVs, minister indicates — Politico EU
US-China negotiators race to nail down concrete deals as Shenzhen Apec looms — SCMP
US Sanctions Chinese Venture Firm in Google AI Secrets Case — Bloomberg
As lame-duck battle over chips heats up, OpenAI pulls back — Politico
The Desperate Hunt for AI Computing Power Is Upending Silicon Valley — Wall Street Journal
