A weekly conversation exploring China's economy and tech scene. Guests include a wide range of policy analysts, business professionals, journalists, and academics. Hosted by Jordan Schneider and published on Lawfare.
Tough Tech, Roombas, Valleys of Death, and Woolly Mammoths
How do Roombas illustrate the promise and peril of translational research? Which valley of death is really the worst valley of death? And how can woolly mammoths save the planet from climate change?
To discuss, I have on:
Andrew Sosanya, Policy Analyst for the Day One Project Adam Marblestone of Schmidt Futures (his policy proposal: https://www.dayoneproject.org/post/focused-research-organizations-to-accelerate-science-technology-and-medicine, his blog https://longitudinal.blog/, geo-engineering https://longitudinal.blog/co2-series-part-3-other-interventions/) Orin Hoffman at The Engine (his policy proposal: https://www.engine.xyz/news-item/a-unified-government-vc-approach-to-crossing-the-valleys-of-death/) Please consider supporting ChinaTalk at https://glow.fm/chinatalk/
Outtro Music: https://www.youtube.com/watch?v=VIh4GFUKaSE
Labs over Fabs: Why the US and EU Should Invest in the Future of Semiconductors
Chris Miller of Tufts and I discuss our report Labs over Fabs, our case for the US to be spending money more broadly than currently conceived by the CHIPS act. (https://chinatalk.substack.com/p/labs-over-fabs-risc-vs-promise)
Please consider supporting ChinaTalk! https://glow.fm/chinatalk/
JP Kleinhans (@JPKleinhans) joins to cohost and discuss his April 2021 report that argues it's dumb for Europe to drop billions on some shiny new fabs. https://www.stiftung-nv.de/sites/default/files/eu-semiconductor-manufacturing.april_.2021.pdf
The BIS filings we were talking about: https://www.regulations.gov/document/BIS-2021-0011-0001/comment
Outtro music: Masiwei of Higher Brothers' Dark Horse sessions https://www.youtube.com/watch?v=qymY1YezhTY
Xi: Failed Reformer?
Why does Xi govern like he's running out of time? Rhodium's Dan Rosen and CSIS' Jude Blanchette discuss their recent Foreign Affairs pieces recapping the past years of Xi's rule from an economic and political perspective. We get into failed financial liberalization, anti-corruption, the prospects for war over Taiwan, lessons from Sputnik, and vertical farming.
Dan's FA piece: https://www.foreignaffairs.com/articles/china/2021-06-22/chinas-economic-reckoning
Jude's FA Piece: https://www.foreignaffairs.com/articles/china/2021-06-22/xis-gamble
Outtro music (for my money the best propaganda song ever rapped!) PG One 破晓 https://www.youtube.com/watch?v=W5JKHP0DtNc
China's Solar Industry and Forced Labor
How did Chinese firms come to dominate the global solar industry? Now that the Biden administration has banned imports for some key components of solar panels made in Xinjiang, how will global solar buyers adapt? Andy Klump, CEO of Clean Energy Associates, a firm tasked with monitoring Chinese solar supply chains, joins the podcast to discuss.
Outtro Music: 星球坠落（FALLING）by 艾热, a rapper from Xinjiang https://www.youtube.com/watch?v=iN8lxL1gvOE&list=OLAK5uy_mxe6tOdJnF3FcOOYFaBPPW2wKbrE7mKwU&index=2
Larry Summers on China
Is China different? Does secular stagnation apply? How have Chinese economic policymakers changed over time? Should industrial policy be a thing? What should American academia navigate its relationship with China?
To discuss, ChinaTalk welcomes its first former cabinet secretary to the show! Larry Summers is a professor at Harvard, who previously served as Clinton’s Secretary of the Treasury and Obama’s NEC Director.
Cohosting with me is Logan Wright, Director for China Markets Research at Rhodium.
Outtro Music: https://www.youtube.com/watch?v=_FNtQth4yX4
After Xi: How Past CCP Successions Can Teach Us What Happens Next
Xi Jinping will not rule China forever. What have CCP leadership transitions looked like in the past, and what can we expect when Xi exits stage left? To discuss we have today Richard McGregor, an Aussie journalist with decades of experience in East Asia and author of three absolutely mandatory China books The Party, Asia’s Reckoning, and Xi: The Backlash, and Peter Vanderslice, a recent college grad who just wrote a fantastic thesis on CCP leadership transitions.
I'm hiring a new editor for ChinaTalk! Please apply at: https://forms.gle/NNmY2vpm1fXibGYP7
Please consider supporting ChinaTalk at https://glow.fm/chinatalk/ so I can pay said editor!
Richard's report on Xi transition: https://www.csis.org/analysis/after-xi-future-scenarios-leadership-succession-post-xi-jinping-era
Peter's favorite Liu Shoaqi speeches: https://file.io/ODncJdbhCC7d
Moody Blues: https://www.youtube.com/watch?v=V2L3UzM_FfE
Rosemary Clooney: https://www.youtube.com/watch?v=LGeMWB41maM
Come for the China content stay for random Chinese rap music
This is one of my listens for China related analysis. Affable host and diverse range of China hands. While Chinese rap isn’t really my cup of tea adds a bit of character at end of episode. Keep up the good work Jordan.
Too slow, too long, too pro-CCP
Guys, the first 20 minutes consists of noise.
Get to the meat of the discussion early before listeners switch off.
Frank, openness is requied when talking about CCP-china in 2020. The 2 episodes I reviewed pussyfooted around Beijing “sensitivities” - lets call-out CCP for what it is post HK and pandemic.