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ChinaTalk

Jordan Schneiderchinatalk.substack.com
Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider. Check out the newsletter at https://www.chinatalk.media/
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Episodes

EMERGENCY POD: Two Views from Israel on Hamas + China-Middle East Relations

We discuss their experience of the past few days, China's response, its broader policy and aspirations in the Middle East, and what comes next. Our first guest is Carice Witte who is the founder and director of the SIGNAL Group. Second in the episode is Ofir Dayan, a researcher at the Israel-China Policy Center at INSS. Outtro music: World Champion, sung by family members and victims of terrorism https://youtu.be/yofkk5Vaif8?si=JskMFXK3-srR5z8L Lyrics translation: I'm a world champion in repress...

Oct 10, 202349 min

Kurt Campbell on Grand Strategy and US-China

Kurt Campbell is the Deputy Assistant to the President and the White House Coordinator for Indo-Pacific Affairs. ChinaTalk recently joined Campbell in Washington to discuss US-China relations and mark the podcast’s 300th episode. We discuss: The nature of national power today; If China is peaking; How ideology impacts Beijing’s foreign policy; Campbell’s hopes and fears for the Biden administration’s Asia policy; Whether the US is still aiming to “maintain as large of a lead as possible” on chip...

Oct 05, 20231 hr

Deep Tech VC On AI, Chips, and US-China Competition

James Wang, partner at Creative Ventures, joins to discuss: Huawei breakthrough implications and why NVIDIA's CUDA will make it particularly difficult to create a useful domestic AI chip Why China's AI companies have been underperforming my expectations How semiconductor industry dynamics parallel the challenges facing AI startups How pizza machines explain AI's future impact on the labor market Challenges and opportunities in investing in deep tech, including the eager but raw founder talent po...

Sep 30, 20231 hr 7 min

Peak China with Noah Smith and Matt Klein

Noah Smith of https://www.noahpinion.blog/ and Matt Klein of https://theovershoot.co/ join ChinaTalk to discuss: We get into: What's really happening with China's economy and why it matters strategically How China's potential peak parallels Japan's Why the world should and shouldn't be scared of China's progress in semis and EVs What another Trump Administration could do for US-China relations How Noah actually does his substack This was a fun one, I hope you enjoy! Learn more about your ad choi...

Sep 22, 20231 hr 10 min

EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications

Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis. We get into: How this chip illustrates Chinese engineering excellence and the porous nature of the current export control regime Why we can expect AI chips on par with the A100 coming out of China in the next two years What steps the US government co...

Sep 13, 20231 hr 16 min

Why Congress Can Save Us All

This episode of China Talk explores the past, present, and future of Congress with AEI's Philip Wallach. We get into: Origins of representative government trace back to medieval England, when the king consulted regional advisors – leading to development of Parliament Founders inspired by this model when establishing Congress, wanting representation for diverse parts of young U.S. But competing visions emerged for how Congress should work: Madison's view: embrace factional conflict and compromise...

Sep 06, 20231 hr 1 min

How China Regulates AI

How does the public, corporations, academia and civil society end up directly influencing some of China's most important regulations? What's the trajectory of China's approach to AI? Matt Sheehan of CIEP returns to discuss the AI regulatory policy process in China! Matt's paper: https://carnegieendowment.org/2023/07/10/china-s-ai-regulations-and-how-they-get-made-pub-90117 Outtro music: 曾涵江Cup :天选 CHOSEN ONE https://www.youtube.com/watch?v=OB607_3sDYQ Image: I took an image from Dunhuang and pro...

Aug 29, 202356 min

Culture Month! Painting in Premodern China

Culture month continues with some traditional Chinese painting coverage! What was it like to paint in premodern China? How did a husband-wife and master-mentee team up to produce some remarkable art? Why is it okay to say Chinese art is "good" or "bad" while those who critique western art have so much heartburn over saying their opinion? Cohosting is Joseph Scheier-Dolberg, Chinese paintings curator at the MET. This episode is better experienced on YouTube. Check out the video on ChinaTalk's You...

Aug 16, 20231 hr 2 min

"Emergency" Pod: Outbound Investment Screening!

Emily Benson (CSIS) and Martin Chorzempa (PIIE) come on to discuss the new executive order and Treasury's ANRPM (advanced notice of proposed rulemaking) on novel outbound investment screening rules on AI, quantum and semis. Treasury document: https://home.treasury.gov/system/files/206/Treasury-ANPRM.pdf Outtro music: 水碾河南三街 LSGCsikoriot https://www.youtube.com/watch?v=1Wzz1Deafh8 Midjourney: used this 18th century Japanese woodprint and prompted it with "quantum semiconductor" https://www.metmus...

Aug 12, 202354 min

Beyond Decoupling: NATO for Trade

Should democracies band together to protect themselves from Chinese economic coercion? What can deterrence theory teach us about geoeconomic strategy? To discuss these questions, I brought on Matt Goodman and Matt Reynolds of CSIS along with Matt Klein of The Overshoot and David Talbot of the Milken Institute. We discuss: –Why China uses economic coercion, especially against smaller states. –How democracies might join together to deter and respond to this aggression. –Why reslience beats retalia...

Aug 07, 202351 min

Culture Month! Indie Chinese Music Hour with Concrete Avalanche

This August, ChinaTalk is going to take a bit of a break from our usual routine of tech and politics coverage to spend some time with Chinese culture! Starting us off is Jake Newby of the Concrete Avalanche substack who will be taking us through a radio hour of some of the most interesting independent music coming out of China. Here's the playlist: Intro music: Voision Xi - 'Too Late to Complain' from Five Loops in Her Way. More on that EP here; listen to Voision's jazz record Lost For Words her...

Aug 04, 202354 min

How Can the Pentagon Trust AI?

How is the DoD thinking about deploying AI? What are the challenges and opportunities involved in building out AI assurance? To discuss, I brought on Dr. Jane Pinelis, Chief AI Engineer The Johns Hopkins University Applied Physics Laboratory. She was previously the Chief of the Test, Evaluation, and Assessment branch at the Department of Defense Joint Artificial Intelligence Center (JAIC). Prior to joining the JAIC, Dr. Pinelis served as the Director of Test and Evaluation for USDI’s Algorithmic...

Aug 01, 20231 hr 2 min

EMERGENCY POD: Qin Gone!

Until yesterday, Qin Gang 秦刚 was serving as China’s Minister of Foreign Affairs. But on Monday, July 24, the National People’s Congress Standing Committee announced an emergency meeting for the next day, July 25, during which Qin was “removed” 免职 (albeit not “dismissed” 撤职) from his position as China’s #2 diplomat. To dissect the rumors and make sense of it all, we have on Matt Brazil — a senior China analyst at BluePath Labs, writer for SpyTalk, fellow at the Jamestown Foundation, and longtime ...

Jul 26, 202335 min

Taiwan’s Presidential Elections: A Primer

ChinaTalk welcomes Taiwan expert and Hoover research fellow Kharis Templeman. This episode is all things 2024 Taiwan elections — slated for January 13, 2024. In addition to his teaching responsibilities, Kharis is the program manager of the Project on Taiwan in the Indo-Pacific, and previously was the program manager of the Taiwan Democracy and Security Project. In this show, we discuss: The frontrunners’ profiles — Lai Ching-te 賴清德, Hou Yu-ih 侯友宜, and Ko Wen-je 柯文哲 — and what makes this three-w...

Jul 25, 20231 hr 7 min

Why Chinese EVs Will Take Over the World

• How did the Chinese EV industry become so dominant? • What institutional and cultural factors shape China’s auto market? • What can Western democracies learn from Chinese industrial policy? To discuss these questions, I brought on GWU professor John Helveston, an expert in tech and innovation policy and Chinese electric vehicles. Outro music: https://open.spotify.com/track/4QQEzkxcONBthDLfzqIh9S?si=2af235017c8c4449 Photo: Peter Parks/AFP/Getty Images Learn more about your ad choices. Visit meg...

Jul 22, 20231 hr 17 min

AI Beyond OpenAI

What companies beyond OpenAI matter to the future of AI? What is the relationship between closed and open source source? When will researchers lose the reins to government on AI's trajectory? To discuss, this week I brought on Matt Lynley of the fantastic Supervised News substack as well as Lux Capital's Danny Crichton. Jade Leung's thesis: https://ora.ox.ac.uk/objects/uuid:ea3c7cb8-2464-45f1-a47c-c7b568f27665 Outtro music: https://open.spotify.com/track/2opgXfgG4tdM2fuHiamoaG?si=e1eabaf135d846d...

Jul 12, 20231 hr 5 min

Moneyball for Foreign Aid

Foreign aid is dominated by just a few huge players that receive the bulk of grants from the US government. But is bigger better? And are local players with innovative solutions to global issues missing out? Unlock Aid wants to see smaller stakeholders get access to more funding and seats at the table. The group’s executive director, Walter Kerr and COO Amanda Arch explain why. We also discuss: How much the US spends on foreign aid each year and who gets that money. How to make the distribution ...

Jul 07, 20231 hr 6 min

PLA Invasion: Is Taiwan's Military Ready?

Paul Huang, Taiwan military expert and research fellow at the Taiwan Public Opinion Foundation, returns to ChinaTalk! Today he gives us an update on Taiwan’s military readiness, the PLA’s expansion, and whether Xi Jinping would really send it. If you missed his episode back in 2020, give it a listen, too. And check out his recent thoughts posted on NBR, as well as his long-form special report, “Threats to Taiwan’s Security from China’s Military Modernization.” In this episode, we cover: The stat...

Jul 03, 202350 min

EMERGENCY EDITION: Coup in Russia with Kamil Galeev

What happened over the past few days in Russia? What does this mean for the future of Putin and the war in Ukraine? To discuss, I recorded today a show with Kamil Galeev, a PKU classmate of mine formerly of the Wilson Center. Outtro music: Repo Man, Coup d'etat https://www.youtube.com/watch?v=CJjuVzZQj0U Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 27, 202351 min

Blinken to Beijing!

Blinken went to China to meet with Qin Gang, Wang Yi, and Xi himself! What happened, why does it matter, and does this make it any less likely we'll be in WWIII anytime soon? Do discuss, I bought on Dali Yang, political science professor at UChicago, and Nathaniel Sher of Carnegie. Subscribe to ChinaTalk at https://chinatalk.substack.com/! Outtro music (a two-parter!): Selena Gomez: Lose You to Love Me https://www.youtube.com/watch?v=zlJDTxahav0 Beyonce: Start Over https://www.youtube.com/watch?...

Jun 20, 202355 min

Chinese TV PilotTalk: Farmers, Murders, and Anime

We're talking Chinese TV this week on ChinaTalk! Hollywood writer Trey Kollmer and ChinaTalk editor Irene Zhang discuss farming reality tv, a dongbei murder, and some super creative animated content out of Bilibili. Farmer show: https://www.youtube.com/watch?v=fklN-OnYuGc Dongbei show: https://www.youtube.com/watch?v=xs0OJVemJz4 Animated show: https://www.youtube.com/playlist?list=PL0gnw1pNh6C1yA3EUU-aQrOjI3hvBC7oQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 09, 202345 min

NVIDIA and the Future of AI

Doug O'Laughlin of the Fabricated Knowledge substack and I discuss: NVIDIA's corporate history and how it arrived at such a dominant position today What makes it so irreplacable in the coming AI revolution The national competitiveness implications of NVIDIA in a US-China context Outtro music: 邓典果DDG/李尔新 -《帅到没朋友》 https://www.youtube.com/watch?v=-CqvpDd1xK0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 03, 202351 min

Flournoy on US-China and DoD Innovation

Michele Flournoy, Under Secretary of Defense for Policy under Obama, CNAS founder, and co-founder of WestExec Advisors, returns to ChinaTalk to discuss: How the Biden Administration is trying to re-engage with China Reflections on innovation in defense, AI, and the war in Ukraine ChinaTalk meetup in NYC this Friday! https://partiful.com/e/taNb35oaCKjglbHHdEA1 Reuters reporting: https://www.reuters.com/world/us/why-us-delayed-china-sanctions-after-shooting-down-spy-balloon-2023-05-11/ New Yorker ...

May 31, 20231 hr 3 min

DoD Tech Strategy: How the Pentagon Hopes to Innovate

The Pentagon has a new tech strategy! What does it say, what impact will it have, and what do its authors think about technological change and warfare? Dr. Nina Kollars, advisor to Under Secretary of Defense for Research and Engineering (OUSD(R&E)) Heidi Shyu, and R&E’s Chief Data Officer Cyrus Jabbari join us to discuss in a wide ranging and at times philosophical conversation about the challenges of peacetime innovation critical technology lists lessons from the origins of the machine ...

May 23, 20231 hr 20 min

AI Implementation: The View From the Trenches

Dan Faggella, who for ten years has interviewed business leaders about the challenges of implementing AI, joins ChinaTalk to discuss about just how hard it is to get AI to diffuse across an economy. We also get into: Why the past ten years of AI hasn't lived up to its promise The technological, bureaucratic, and cultural challenges of corporate AI diffusion Which sectors are most and least likely to adopt quickly NYC ChinaTalk meetup: https://partiful.com/e/taNb35oaCKjglbHHdEA1 Music: Uyghur dri...

May 18, 202344 min

Jeff Ding on US vs China AI and Lessons from Past Industrial Revolutions

Jeff Ding is the leading US scholar on China and AI and author of one of the earliest China-focused Substacks, ChinAI. He recently published a fire paper called, “The diffusion deficit in scientific and technological power: re-assessing China’s rise.” It makes the argument that diffusion capacity (not just innovation capacity) is critical to economic growth — and China actually fares much worse in diffusion capacity than mainstream narratives imply. In particular, “In cases when the emerging pow...

May 11, 20231 hr 16 min

Crafting A National Tech Strategy and Reviving Net Tech Assessment

PJ Maykish, Abigail Kukura, and Will Moreland from the Future Technologies platform team of the Special Competitive Studies Project (SCSP) join the conversation to discuss critical technologies and the development of a national technology strategy. The guests provide insights into how the United States can create a comprehensive technology strategy that prioritizes the development of critical technologies to compete with China. They also discuss the importance of international collaboration in t...

May 06, 20231 hr 2 min

Sen. Warner on the RESTRICT Act, AI, Bipartisanship on China and a New Era of Intelligence

On Monday, May 1, I interviewed Virgina Senator Mark Warner. We get into the RESTRICT Act, state capacity to analyze emerging technologies, the future of industrial policy, the nature and limits to bipartisanship around China, as well as the government’s role in regulating artificial intelligence. Check out the ChinaTalk newsletter for a full transcript! https://www.chinatalk.media/ Art via midjourney prompt: corporate America’s naïveté vis-à-vis China Learn more about your ad choices. Visit meg...

May 02, 202344 min

Hoover, Communism, and the FBI

J. Edgar Hoover was a controversial figure who served as the director of the FBI for nearly five decades. In this episode, we explore his life and legacy with Beverly Gage, a professor of 20th-century U.S. history and author of the Bancroft Prize-winning biography "G-Man: J. Edgar Hoover and the Making of the American Century." We discuss The context in which Hoover developed his anti-communist worldview, and how this shaped his approach to law enforcement. The deportation of anarchists to Bolsh...

Apr 25, 20231 hr 36 min

Schell on The Long Arc of US-China and Long Reach of Leninism

How did Xi Jinping’s formative years influence how he views the world today? Veteran China scholar Orville Schell, the Arthur Ross Director of the Center on U.S.-China Relations, looks back at decades of writing and working on China, weathering the cycles of the country opening up and shutting down and gives his two cents on what’s going on in Xi’s head. We also discuss — Why Mao Zedong is a better read than Xi — China’s reciprocity problem on the international stage — How US officials reacted t...

Apr 14, 20231 hr 20 min
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