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Bill Bishop is the author of Sinocism)
On today's show Andrew and Bill begin with takeaways from Xi Jinping’s visit to France, Serbia and Hungary, where topics included cognac, "so-called overcapacity", the war in Ukraine, and Ambassador Lu Shaye twelve months after his comments about post-Soviet states. From there: The People’s Daily and other party media went dark for much of the day on Tuesday, and the Biden administration does not renew export licenses that allow Intel and Qualcomm to supply Huawei with semiconductors for computers and mobile phones. At the end: The latest twist in the dispute at Second Thomas Shoal, an Australian helicopter takes evasive action to avoid the PLA, ByteDance and TikTok take their fight to court, and a book rec for anyone interested in the origins of the GDP metric.
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@SharpTechPodcast Channel — YouTube)
@Stratechery Channel — YouTube)
Xi in France; Overcapacity; Chinese modernization; PRC-Philippines; Real estate — Sinocism)
Xi in Europe; Bytedance and TikTok sue the US; PRC-Philippines "gentleman's agreement" mess; Hauwei; AI — Sinocism)
Macron’s cognac — the only thing that went down smoothly with Xi — Politico)
Macron puts trade and Ukraine as top priorities as China’s Xi opens European visit in France — AP)
Emmanuel Macron in his own words (English) — Economist)
Xi Jinping lashes out at Nato over 1999 Belgrade bombing ahead of Serbia visit — Financial Times)
China’s Mouthpieces Go Quiet — China Media Project)
US revokes licences for supply of chips to China’s Huawei — Financial Times)
U.S. assessing if China's SMIC broke U.S. rules to make Huawei chip — CNBC)
Wescom chief agreed to China's 'new model' — Manila Times)
Australian helicopter forced to take evasive action after Chinese fighter detonates flares — ABC Australia)
China slams Australian military for ‘disrupting’ drill after Yellow Sea helicopter confrontation — SCMP)
TikTok Taps Covington, Mayer Brown in Fight for US Survival — Bloomberg)
TikTok's Free Speech Lawsuit Has a Logic Problem — Bloomberg)
Despite international hires, TikTok is Chinese at its core — Rest of World)
Growth: A History and a Reckoning — David Susskind )
