Sinica Podcast

Kaiser Kuo
  • 4.6 (615)
  • Politics
  • Updated Biweekly

A weekly discussion of current affairs in China with journalists, writers, academics, policymakers, business people and anyone with something compelling to say about the country that's reshaping the world. Hosted by Kaiser Kuo.

  1. 6d ago

    Afra Wang on Liangzhu, China’s Vibe-Coding Capital, and the Anxious Optimism of the AI Boom

    This week on Sinica, I’m joined again by Afra Wang, the Bay Area-based writer behind the AI newsletter Concurrent, who was last on the show in January to talk about her Wired piece on The Morning Star of Lingao and China’s “Industrial Party.” She’s back with two new pieces of on-the-ground reportage that get beneath the surface of China’s apparent AI techno-optimism: her New Yorker Lede piece on Liangzhu, the town outside Hangzhou where laid-off and burnt-out tech workers have gone to vibe code in each other’s living rooms (and where AI and BaZi fortune-telling have become strangely intimate), and a forthcoming New York Magazine piece on China’s sprawling, lucrative, and largely unregulated “learn AI, get rich” education industry. We talk about why 93% of Chinese respondents tell Gallup that AI will mostly help their country, what that number conceals, and whether what looks like optimism is sometimes closer to acceptance. Afra’s pieces discussed in this episode: What China’s Vibe-Coding Capital Can Tell Us About the A.I. Boom — The New Yorker, September 23, 2026[Her forthcoming New York Magazine piece on China’s AI education industry — [LINK TK, expected after October 12]]You’ve Never Heard of China’s Greatest Sci-Fi Novel — Wired, January 2026, and our January 2026 Sinica conversation about itSubscribe to Afra’s newsletter, ConcurrentAlso mentioned: Optimism About AI Globally Widespread Despite Uneven Adoption — the Microsoft-Gallup surveyChina’s OpenClaw gold rush — MIT Technology ReviewDamien Ma and William Adams, In Line Behind a Billion People: How Scarcity Will Define China’s Ascent in the Next DecadeEvan Osnos, Crazy English — The New Yorker, April 2008Lian Si 廉思, Journey Without a Map 无图之旅：一代青年的自我寻路Ken Liu on Chinese science fiction — Sinica, 2016 06:51 – Walking into Liangzhu’s living rooms: the San Francisco déjà vu, and the grimness beneath the techno-optimist story the West wants to hear 10:14 – Setting the scene: a real-estate developer’s utopian village, Neolithic ruins, Xi Jinping’s intervention, and a “road-to-food ratio” low enough to build real community 17:30 – Child of the layoffs or child of DeepSeek? The post-COVID “ego death” of Chinese tech — and a quibble about the word “crackdown” 21:42 – Master Qi and the living room as a social form: what Liangzhu offers that a Beijing office or a WeChat group can’t 24:11 – What the 93% really tells us: optimism, acceptance, or FOMO when you can’t protest a data center 29:26 – “Westerners get restless when they can’t protest; Chinese people get restless when they haven’t found a teacher”: qiúzhī 求知, meritocracy as religion, and the company called Shēngcái Yǒudào 生财有道 32:48 – Inside Shengcai Youdao: the “prosperity evangelist” conference room, the ladder from ordinary member to CEO class, Mr. Tree’s Hilton seminars, and who’s actually paying 3,000 yuan a year 37:44 – Scam or ladder? The state’s war on the “paid knowledge” mess, Dragon Ball referral credits, and the security guard running Claude Code on his phone during his shift 41:03 – How it compares to the Valley’s course-sellers; selling hope and upward mobility, echoes of Crazy English, and “the prosperity gospel with Chinese characteristics” 45:30 – “Take us to Silicon Valley!”: what the West means to a room of one-person companies building apps for the U.S. App Store 47:18 – Xiao Kai, the 25-year-old AI filmmaker from Heilongjiang: murder mysteries as model-friendly plots, government commissions, WaytoAGI, and the local-government AIGC fever 55:28 – Lian Si’s Journey Without a Map: a Party insider tells young people to “make peace with the ordinary” while everyone else says learn AI or be left behind 59:59 – FateTell and the gray zone of AI fortune-telling: tarot slot machines in Shenzhen, crystal shops, and Liangzhu as “China’s Sedona” 1:04:13 – Levy, the BaZi cosmology, Sam Altman’s chart, and Kaiser plays the skeptic: the Yijing as “humanity’s first statistical decision model,” the Whole Earth Catalog, and New Age re-imported from the West 1:12:27 – Do they actually believe it? Speech fasting, BaZi compatibility in hiring, and Chinese syncretism at work 1:14:45 – When the local government falls in love with the scene: Crazy Thursday, incubators, “new quality productive forces,” and why Liangzhu’s peak may already be over 1:19:42 – Are Chinese people really cavalier about AI safety? Pragmatism, scarce compute, trust in state capacity, the blind spots of EA — and a preview of Afra’s third piece on China’s “industrial AI slop” Paying It Forward: Zilan Qian, a GovAI fellow researching AI governance in China who writes the Substack Until Zilan Finds a Better Name and is a must-read on how AI-safety concepts like “loss of control” translate (or don’t) into the Chinese context. Her most widely shared piece: Why America Builds AI Girlfriends and China Makes AI Boyfriends. Recommendations: Afra: Ken Liu’s new collection, The Passing of the Dragon and Other Stories, whose title borrows a metaphor from Ursula K. Le Guin. Kaiser: Marilynne Robinson’s Home, the second of the four Gilead novels — set in the same few weeks of 1956 as Gilead but seen from inside the Boughton household, as Glory and her prodigal brother Jack circle a secret the book doesn’t name until nearly the end. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  2. Sep 29

    From Barefoot Doctors to Biologics: Dr. Ruby Wang on China's Healthcare Revolution

    This week on Sinica, I sit down with Dr. Ruby Wang, whose new book, China Cure: The Rise of a Biotech, AI Medicine and Global Health Superpower (Agenda Publishing, out October 31, with a foreword by Kerry Brown), is the explanation general readers have been missing for one of the most consequential and least understood transformations in China today. Ruby is a rare creature in this space: a practicing physician in Britain’s NHS, trained in surgery, who worked London’s hospital wards through the first wave of COVID; the former head of the UK government’s health engagement in China at the British Embassy in Beijing; a former health adviser within the UN system; a onetime medical adviser at AliHealth in Hangzhou; and a Schwarzman Scholar. She now runs the strategy consultancy Lintris Health and writes the excellent China Health Pulse newsletter and podcast, both of which I recommend to anyone trying to follow this space. Anyone who spent time in a Chinese hospital in the late ‘80s or ‘90s — the pre-dawn queues, the ticket scalpers, the cashier’s window at every step, the IV drips for a head cold — will find the arc of this book hard to believe. Within living memory, China sent barefoot doctors into the countryside with herbal remedies and antibiotics in army-green satchels; last year, Chinese companies signed something like 186 out-licensing deals worth a disclosed $137 billion, roughly half the global total and close to ten times the 2021 figure, with Pfizer, Bristol-Myers Squibb, AstraZeneca, GSK, and Eli Lilly all buying. Since Ruby gave a terrific interview to my friend Kyle Chan on his High Capacity podcast this spring on the apps, data flows, and clinical AI, I deliberately steered elsewhere: to her family — a deckhand grandfather, a father’s crooked splint, a grandmother’s transnational hunt for Gleevec — to the four reinforcing conditions she argues made the transformation possible, to the “China is fast because China is loose” shortcut and what’s actually behind the speed, to BIOSECURE and its successors, to the AI doctor avatars now fielding millions of inquiries a year, and to the burnout and violence that still bedevil the lives of Chinese clinicians. 10:31 – Two family stories from 1970s Zhejiang: a deckhand grandfather and a barefoot doctor’s crooked splint15:57 – Four reinforcing conditions, part one: demographic pressure and crisis as catalyst (SARS, melamine, fake vaccines)23:42 – The long view: Healthy China 2030 and why China’s health ministers are technocrats27:54 – The cultural inheritance: who signs the consent form, and China’s health codes vs. Britain’s billion-pound app35:26 – Grandma and Gleevec: a family’s transnational hunt for a drug in 200340:17 – The reversal: hǎiguī, copycats to first-in-class, and the tenfold surge in out-licensing42:35 – Is China fast because China is loose? Where China leads (oncology, GLP-1s) and where it lags50:22 – BIOSECURE, COINS, and BINSA: who loses when politics meets pharma55:37 – Digital health in three systems, Ant Afu’s AI doctor avatars, and whether the silver generation can keep up1:08:44 – “A lifetime of eating bitterness”: Dr. Wang of Guangzhou, burnout, and yī nàoPaying It Forward Yanzhong Huang, senior fellow for global health at the Council on Foreign Relations and professor at Seton Hall — the go-to voice on the geopolitics of China and health, and Ruby’s first port of call.Afra Wang, writer of the Concurrent newsletter — Ruby admires how she reads the cultural currents beneath technology, and finds it endlessly useful to take those insights to the health-tech angle.Olivia Plotnick, Shanghai-based founder of Wai Social — on-the-ground work on branding and consumer behavior across some 30 lower-tier Chinese cities, including health and wellness.Recommendations Ruby: Deep China: The Moral Life of the Person, edited by Arthur Kleinman with Yunxiang Yan, Jing Jun, Sing Lee, and others — what being sick reveals about society and culture in China: psychiatry, caregiving, and how patients and families have changed as the country has. Kleinman’s The Soul of Care is also worth your time. Kaiser: Augustus by John Williams — the third of his novels I’ve recommended on the show, and the National Book Award winner: an epistolary novel of imperial Rome told through a crazy quilt of letters and fragments from family, friends like Agrippa, and poets like Virgil and Horace, each given a completely distinct voice. Quiet campus novel, anti-Western, imperial Rome — the range, and the restraint, are astonishing. Also: Ezra Klein’s conversation with Carnegie’s Matt Sheehan — a masterclass in clarity on AI safety and the U.S.-China relationship, and the best thing to listen to in the wake of Dario Amodei’s “Pacing the Frontier” essay. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  3. Sep 16

    Not a Master Plan: The Real History of China's Rare Earth Dominance, with Gloria Xiong and Jessica Chen Weiss

    This week I sat down with Gloria Xiong, Assistant Professor of Government at Colby College, and Jessica Chen Weiss, the David M. Lampton Professor of China Studies at Johns Hopkins SAIS, to discuss their new Foreign Affairs essay, "How China Found Its Most Potent Weapon: The Real History of Beijing's Rare Earth Dominance." The story everyone tells is one of foresight — a master plan hatched by Deng Xiaoping and now coming to fruition. Gloria and Jessica argue the reality was far messier: reform-era export mania, environmental catastrophe, defiant local governments, scarcity anxiety, and a lesson in chokepoint weaponization that Beijing learned from Washington. Getting the story wrong, they argue, feeds an action-reaction spiral that neither side started and neither fully controls — and with the Busan truce expiring in November, the stakes could hardly be higher. 09:31 — "The Middle East has oil, China has rare earths": what Deng Xiaoping actually said, and how a quote got recruited for a story he wasn't telling 12:33 — Why the master plan narrative is so irresistible across the partisan spectrum in Washington 15:40 — The cheap and dirty origins: reform-era export mania, thousands of small mines, and rare earths sold "at the price of cabbage and dirt" 19:06 — The West as co-author of the chokepoint: offshoring the pollution, and the stockpile that was never built 21:53 — Beijing's struggle to control its own industry: quotas, "crime rings," and the partially failed 2002 consolidation 25:13 — September 2010: what really happened with the "embargo" against Japan, and why Beijing may have learned about it from Japanese customs 28:47 — Fans and fire hoses: how bottom-up nationalism can commit Beijing to coercive postures it didn't choose 32:13 — The debate inside China after 2010: protectionists versus Hong Feng's warning against using rare earths as "political chips" 35:44 — The 2015 WTO ruling: China complied — was it a rule-taker, or did it simply lack the tools to do anything else? 38:06 — Learning from Washington: Huawei, the Export Control Law, the China Rare Earth Group, and what distinguishes learning from planning 40:24 — The 2022–2024 ledger: what's the evidence for an action-reaction spiral beyond the timeline? 44:25 — April 2025: coercion or bureaucratic pileup? Thirty licensing officials and a 74% collapse in magnet exports 47:46 — October 2025: the extraterritorial rule that mirrored the Foreign Direct Product Rule, and the Busan truce 52:32 — The countdown to November: hawks in both capitals, "mutually assured disruption," and Xi's coming state visit 55:29 — The limits of leverage on both sides: yttrium, Japan's diversification, and China's own resource insecurity 58:32 — From crime rings to two national champions: has the Wild West been tamed, and are central-local relations "fractured"? 01:02:21 — Prescriptions: positive reciprocity, licensing Chinese technology, and managing interdependence rather than escaping it 01:05:51 — Everyone else: Myanmar, Congo, Australia, and how Beijing thinks about third countries that don't want to choose Paying It Forward Gloria name-checked Wendy Leutert of Indiana University, who works on the reform and global expansion of China's state-owned enterprises and, with Isaac Kardon, on Chinese investment in global ports; Ning Leng of Georgetown University, author of the award-winning Politicizing Business: How Firms Are Made to Serve the Party State in China; and Ketian Zhang, who has written extensively on Chinese coercion and maritime disputes. Jessica first acknowledged the scholars whose research the essay drew on but couldn't cite in Foreign Affairs: Cory Combs of Trivium China, Arthur Kroeber, Henry Farrell, Duleep Singh, and Julie Klinger. She also flagged Jack Zhang, who runs the Trade War Lab at the University of Kansas, and Kyle Jaros and Sara Newland, who are writing a book on subnational economic statecraft — work that has shaped her thinking on disaggregating what the United States wants, not just what China wants. Recommendations Gloria: Healing the Heart of Democracy by Parker Palmer — a book she first read in a college writing seminar and returned to as she heads back into the classroom. Jessica: The Scientist and the Spy by Mara Hvistendahl, which she uses to close her SAIS seminar on Chinese foreign policy as a reminder about proportionality; and Ann Patchett's new novel Whistler. Kaiser: Wallace Stegner's Angle of Repose, the 1972 Pulitzer winner — a novel about mining camps in the American West and one of the most fully realized characters in American fiction. Also mentioned: Jessica's recent interview with Daniel Kurtz-Phelan on The Foreign Affairs Interview podcast, and her interview in The Monitor, the newsletter of the Carter Center's U.S.-China Perception Monitor. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  4. Sep 11

    Strategic Stalemate: Ryan Hass on How Beijing Sees America — and Trump

    This week on Sinica, I’m joined once again by Ryan Hass, Director of the John L. Thornton China Center at Brookings, former NSC director for China, Taiwan, and Mongolia, and co-host of the Beijing Brief podcast. Ryan has just published two pieces that couldn’t be better timed: a long essay in China Leadership Monitor, “China’s Great Power Vision Comes into Focus,” which argues that the 2020s may be remembered as the decade Beijing finally laid its cards on the table — and a shorter Brookings piece, “Why Beijing Isn’t Taking the Bait with Trump,” on why Xi Jinping has answered an unusually accommodating American president with a poker face, and what that means for Xi’s state visit to Washington later this month. We start with the perennial question — what does China want? — and Ryan’s own two-decade journey with it, from chasing a supposed secret strategy in Zhongnanhai as a junior political officer to concluding that Beijing’s vision is now legible and consistent: an international political order stripped of its liberal core and rebuilt around sovereign equality and the “global majority.” We talk about “American decline” and “strategic stalemate” in Chinese discourse, the tension between China’s pitch to the developing world and its export juggernaut, the Middle East and Northeast Asia as test cases, and the central riddle of Ryan’s essay: why a country so willing to articulate its ambitions has been so unwilling to pay for them. Then we turn to the summit — constructive strategic stability, escalation dominance, and what will and won’t be on the table when Xi comes to Washington. 03:11 – The “What does China want?” genre — and why Ryan concluded there is no secret plan locked in a Zhongnanhai vault06:10 – From participant to architect: what actually changed, and whether Beijing is revisionist or, as I cheekily put it, restorationist09:12 – “American decline” (美国衰落) and “strategic stalemate” (战略相持): reading Beijing’s rhetorical restraint and the Maoist echo14:34 – Champion of the global majority, or the world’s factory? The $6 toaster problem and the credibility gap on Ukraine and Japan19:36 – The Middle East as a test case: economic enabler, not security patron — and the good-faith maximalist rebuttal24:38 – Northeast Asia: why Beijing keeps generating the very encirclement it fears26:59 – Rhetoric without resources: flat foreign aid, shrinking BRI lending, and the SCO as China’s proving ground32:28 – The Pew swing that hasn’t materialized, and why Biden may have been America’s last restorationist president36:01 – Why Beijing isn’t taking the bait: Xi’s poker face, “constructive strategic stability,” and the G2 refusal41:55 – Confident abroad, anxious at home: the purges, the memory of 2020, economic escalation dominance, and a viewer’s guide to the September summit Paying It Forward Ryan flags two women doing important work in China studies, both with books out this fall: Emily Matson of Georgetown, whose China’s Date Debate: How Manchurian Scholars Rewrote World War II examines how the start date of China’s war with Japan was moved from 1937 back to 1931; and Shuxian Luo of the University of Hawaiʻi at Mānoa, whose Simmering Seas: Escalation and De-escalation in China’s Maritime Disputes is forthcoming from Oxford University Press in October. He also gives a shout-out to the engines of the Brookings China Center, research assistants Allie Matthias and Joyce Yang. Recommendations Ryan: Barbara Tuchman’s The Guns of August, which he’s late to but found poignant for its eerie echoes of today’s battlefields — and Maggie Haberman and Jonathan Swan’s Regime Change, an inside account of the second Trump administration that he calls harrowing but essential for anyone trying to anticipate the president’s behavior. (He also finally read The Three-Body Problem, and now knows his sophons from his Trisolarans.) Kaiser: Robert Harris’s Agrippa, published September 1 — the memoir of Marcus Agrippa, the general who won Octavian’s battles and built half of Augustan Rome, and a story about the pivot from republic to empire that feels uncomfortably relevant. And if you’ve read Tuchman, do read Christopher Clark’s The Sleepwalkers: How Europe Went to War in 1914. Not my official recommendation, but astonishing. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  5. Aug 18

    Talking Past Each Other: Pallavi Aiyar on India, China, and the Case for Cognitive Empathy

    This week on Sinica, I sit down with the writer Pallavi Aiyar — at her own dining table in Beijing, where in recent months I’ve been the lucky beneficiary of her and her husband Julio’s legendary hospitality. Pallavi first arrived in Beijing in 2002 to teach at the Beijing Broadcasting Institute and went on to spend the better part of a decade as The Hindu’s China correspondent — for much of that time, the only Chinese-speaking Indian foreign correspondent in the country. That period produced Smoke and Mirrors: An Experience of China, still one of the very few sustained attempts to look at China through Indian eyes. After 16 years away — years spent in Brussels, Jakarta, Tokyo, and Madrid — she’s back in Beijing, and turning her gaze inward with her latest book, Travels in the Other Place: Pursuing the Self in Eight Acts. She writes the wonderful Substack The Global Jigsaw, which I recommend without reservation. Our conversation is built around her recent essay for Noema Magazine, “The Real Problem Underlying India-China Tensions,” which argues that the deepest problem in the relationship isn’t the border or the trade imbalance but the distorting lenses through which each side reads the other: China reads India through the lens of colonial subordination, while India reads China through the lens of betrayal. We talk about the ugly etymology of an ethnic slur, the partial historical memories each country mistakes for the whole picture, her serialized interviews with the Chinese India-watcher Mao Keji, the aporia-inducing impossibility of explaining either country to outsiders — and how her answer to the question she first posed in 2008, “Would I rather be born Indian or Chinese?”, has changed, painfully, in the years since. 4:35 – Beijing, 2002: an ad in That’s Beijing, gandhi@hotmail.com, and becoming The Hindu’s correspondent10:03 – “Beijing and I grew up together”: the aughts as a shared coming-of-age12:16 – The asymmetry of obsession: why India watches China, but not the reverse16:39 – The unacknowledged third vertex: Western discursive power in the India-China relationship18:08 – Back after 16 years: the Liangma River, blue skies, and the panopticon21:35 – Walks in the park and the “buddy system”: what access looks like now25:43 – Where did all the foreigners go?29:59 – The scene at CCG: candor, offense, and the register of truth33:10 – “Asan”: the etymology of a slur, Sikh policemen, opium fortunes, and China’s colonial lens40:10 – 1962 and India’s betrayal lens42:15 – Aporia: the foolhardy task of explaining India or China47:22 – Shame and indignation: explaining a place you love versus a place you merely know52:29 – The big question, 2008: born Indian or Chinese?55:44 – The 2026 answer: “It hurts”1:00:08 – Kaiser pushes back: cherry-picked comparisons, and can this essay’s very existence complicate its conclusions?1:04:43 – Twin nations of the exam1:06:57 – Cognitive empathy: what it would take for ordinary Indians and Chinese to actually see each other Paying It Forward Yaqi Li, a young Chinese international relations scholar recently returned to China after a year in Singapore — Pallavi admires the rare self-reflectiveness of his memoir-inflected IR writing on his Substack, New China Literacy, and notes that he makes an interesting case for AI-assisted writing as a way for second- and third-language English speakers to find their voice. Recommendations Pallavi: Flashlight by Susan Choi — a novel spanning Japan, the U.S., and North Korea, built around the North Korean abductions of Japanese citizens in the 1970s. Also This Is Where the Serpent Lives by Daniyal Mueenuddin — the first novel from her favorite Pakistani writer, a sprawling, Chekhovian portrait of feudalism and politics in modern Pakistan.Kaiser: Crossing to Safety by Wallace Stegner — beautiful at the sentence level, painted on a small canvas: two couples who meet as young academics at the University of Wisconsin–Madison, and their friendship across the decades. Emotionally rich despite the absence of grand drama. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  6. Aug 10

    The Future, Made in China: Evan Osnos on America's Reckoning

    This week on Sinica, I welcome back Evan Osnos of The New Yorker, whose marvelous new essay, “The Future, Made in China,” chronicles a tech-focused return trip to Beijing, where he lived from 2005 to 2013 — first for the Chicago Tribune, then as The New Yorker’s China correspondent. Evan is the author of Age of Ambition: Chasing Fortune, Truth, and Faith in the New China, which won the National Book Award, as well as Wildland: The Making of America’s Fury and The Haves and Have-Yachts. His essay is far more than another breathless account of China’s advances in robotics and electric vehicles. It’s a meditation on what China’s technological ascent means for the United States, for how both societies are organized, and for the rest of us, whose futures increasingly seem to be wagered by two small circles of powerful men in Beijing and Washington. We talk about the Xiaomi Hyperfactory, “Chinamaxxing,” the export control debate, and the deeper contest Evan identifies: not democracy versus authoritarianism, but humanism versus scientism. 3:04 – Walking Beijing’s streets again: quieter, richer, more surveilled11:26 – The Xiaomi Hyperfactory: choreography, awe, and what’s actually real18:10 – Doomed to coexist: Evan’s message for the American reader24:15 – Schrödinger’s China: joke or juggernaut?27:16 – The limits of knowability in an increasingly opaque system31:56 – Threat narratives vs. “Chinamaxxing”: America’s two China conversations43:20 – “Thank Trump”: America’s self-inflicted wounds47:29 – Revisiting the Sullivan doctrine and export controls53:10 – Mankind 2000: humanism, scientism, and rival oligarchies1:02:48 – Convergence: arriving at dystopia from opposite directions1:07:21 – Self-strengthening redux: Levenson and America’s meum-verum gap1:17:53 – The other Sputnik moment: the backlash against tech oligarchyPaying It Forward Yi-Ling Liu, author of The Wall Dancers: Searching for Freedom and Connection on the Chinese Internet — Evan admires how her work grapples with the competition between scientism and humanism across national borders.Chang Che, who writes for The New Yorker and The Guardian — watching China’s technological developments up close, “creating history in real time.”Recommendations Evan: How to Rule the World: An Education in Power at Stanford University by Theo Baker — the youngest-ever Polk Award winner on how a rising generation at Silicon Valley’s feeder school perceives its opportunities and obligations. Also True Grit by Charles Portis — splendid, sentence-savoring dialogue.Kaiser: Butcher’s Crossing by John Williams, author of Stoner — a Western with the same sentence-level craft; for fans of Melville and Cormac McCarthy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  7. Jul 23

    Samm Sacks and Paul Triolo on WAIC 2026, Xi's AI Speech, and Kimi K3

    This week on Sinica, a rare treat: an in-person recording from Beijing with two dear friends who happen to be two of the very best in the business on technology and China — Samm Sacks and Paul Triolo, fresh off the exhibition floor of the World Artificial Intelligence Conference in Shanghai. We dig into Xi Jinping's first in-person WAIC appearance and his most extensive statement on AI to date, the launch of the World AI Cooperation Organization, Moonshot's release of Kimi K3, the Trump administration's reported push to shut Chinese open-weight models out of the U.S. market, the coming age of agents, the untranslatable problem of ānquán, and what to expect from the first U.S.-China AI dialogue in September. 8:51 – The view from the floor: heat, humidity, robot boxing grandmas, WeChat-gated free water, and the "AI+" vibe — why WAIC 2026 felt less like an AI conference than a sector-by-sector snapshot of China's entire economy being supercharged with AI, with attendance swelling to some 200,000 tickets 16:32 – Why Xi showed up: what the leader's first in-person WAIC appearance and his most extensive AI statement to date signal, and why domestic drivers matter as much as geopolitics 18:01 – Chapter and verse: which phrases from the speech will be put to work in the system — "secure and orderly development" and the governance of agents, and Xi's strikingly extensive language on AI safety after China was frozen out of the Paris process 22:26 – The ānquán problem: one word meaning both "safety" and "security," the three buckets of AI risk, and how China's safety community has moved from bias and deepfakes toward CBRN and loss-of-control concerns — Black Mirror versus Star Trek 28:14 – Shanghai's baby: how WAIC's ownership structure differs from the CAC-run World Internet Conference in Wuzhen, Chen Jining's very visible host duties, and whether the center of gravity in AI policy is shifting to the Yangtze River Delta 30:05 – WAICO: what the new World AI Cooperation Organization with its 29 founding members is actually for, Xi's concrete deliverables for the Global South — 5,000 AI training slots, regional cooperation centers, the MAZU early-warning system — and healthy skepticism about follow-through 34:39 – Kimi K3: what's technically significant in Moonshot's big new model, why it's the fourth arguably frontier-class Chinese release in a single month, the two-way traffic in distillation accusations, and what it all says about the state of the frontier gap four years into export controls 40:33 – Washington reacts: the reported menu of options for shutting Chinese open-weight models out of the U.S. — entity listings, a draft executive order, supply-chain security authorities — and why none of the tools actually fit the problem 49:36 – Strange bedfellows: David Sacks versus the "closed lab duopoly," the FUD strategy, why some 80% of Andreessen Horowitz portfolio companies reportedly run on Chinese open models, and how gating U.S. frontier models while Chinese weights flow freely supercharges the AI sovereignty argument worldwide 54:55 – The model is infrastructure, the agent is the product: the ByteDance–ZTE agentic phone, the CAC's new initiative on agent trust and interoperability, and why agents fused into operating systems upend both super-app walled gardens and China's data protection regime 1:02:27 – An exegesis of kěkòng: the many meanings of "controllable," the long history of ānquán kěkòng in Chinese tech policy, and the unanswered question of who — CAC, NDRC, or somebody new — actually owns AI safety in either system 1:08:54 – The road to September: what to expect from the first U.S.-China AI dialogue, why Mythos tops the Chinese grievance list, the securitization feedback loop that starves trust-and-safety advocates of resources on both sides, and why recursive self-improvement makes this feel like a last, best chance Paying It Forward Paul nominates Tony Peng, whose Substack RecodeChinaAI offers sharp, well-written analysis of the application side of China's AI industry — part of an impressive new generation of independent China tech writers. Samm gives a shout-out to Professor Zhu Yue of Tongji University Law School, published in Science and doing pioneering work at the intersection of disability law and AI law. Recommendations Samm: The Land and Its People by David Sedaris — laugh-out-loud funny, especially the "Enough is Enough" chapter; Transcription by Ben Lerner, a perfect small novel about fathers, sons, memory, and technology as enabler or disabler of connection; and Didion and Babitz, on Joan Didion and Eve Babitz and the 1970s California rock scene. Paul: The Party's Interests Come First by Joseph Torigian — dense but beautifully written, and essential for understanding the current Chinese leadership. Kaiser: A fiction-only summer! Stoner by John Williams, a small life told most grandly in some of the most beautiful sentence-level writing anywhere; Gilead by Marilynne Robinson, an epistolary novel dense with distilled wisdom from a dying Iowa minister; and Wang Xiaobo's The Golden Age (黄金时代) in Yan Yan's excellent new translation — bawdy, hilarious, and super Beijing-y despite its Cultural Revolution setting. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  8. Jul 8

    The Platform State: Angela Zhang and Alex Yang on How China Really Governs Its Economy

    This week on Sinica, in a special episode recorded at the Davos On Air booth at the World Economic Forum's Annual Meeting of the New Champions in Dalian, I sat down with Angela Huyue Zhang, professor of law at USC's Gould School of Law and author of High Wire: How China Regulates Big Tech and Governs Its Economy, and S. Alex Yang, professor of management science and operations at London Business School. Angela and Alex — who are also married, and who arrived at this collaboration from opposite ends of the academy — have developed what I think is one of the most useful new mental models for understanding China's political economy: the platform state. Their argument is that we should think of the Chinese state less as a central planner or owner and more as a platform company like NVIDIA or Apple, one that builds architecture, sets standards, and governs an ecosystem within which fiercely competitive private firms fight it out. Value accrues at the system level rather than as firm profit, and the payoff may decide who wins the race to put AI to work across an entire economy. 5:37 – Three puzzles the framework is built to solve: profitless dominance in solar, EVs, and batteries; why the "grabbing hand" hasn't strangled Chinese innovation; and how China is attempting both zero-to-one invention and one-to-hundred scaling at once 7:57 – The platform state thesis: why the Chinese government behaves like a platform company, how nurturing an ecosystem of private firms solves the information deficit that cripples command-and-control, and why over-entry, involution, and consolidation are a repeated pattern — from EVs to the 140-plus humanoid robot companies operating today 16:13 – The aha moment: how a paper on the legal infrastructure of physical AI became the platform state idea over the Zhang-Yang dinner table, and whether this is a new species of political economy or the East Asian developmental state in new clothes 20:44 – State conditions: why state capacity and domestic scale are the two preconditions for the model, and why an ambitious Vietnam — which has the top-down capacity — may still find the Chinese playbook impossible to replicate 23:39 – Profitless dominance by design: harvesting versus extracting, the Uber analogy, overshooting as a control-theory strategy for nudging sectors, and how the anti-involution campaign and the 60-day supplier payment mandate show the state moderating the very competition it engineered 30:33 – Organized chaos: from the bike-sharing graveyards of the O2O wars to today's disciplined market, the exit of more than 400 EV makers since 2018, and why the survivors of China's "Premier League" of competition are now turning profitable 32:59 – The 3Gs playbook: growing markets by solving the cold-start problem, from Liuzhou's EV test drives to Beijing's green license plates, and how subsidy is only one lever among many 38:36 – Governing the ecosystem like Apple runs its App Store: why Beijing regulates generative AI with a light touch but physical AI is a different species entirely, law as the sixth layer of the AI stack, why robotaxis scale faster in China than in the U.S., and the state-convened standard-setting that's driving down humanoid robot costs 46:54 – Two flywheels: the familiar data-and-cost flywheel and the deeper state capacity flywheel, and how the National AI Fund's small but voting stake in DeepSeek aligns a complementor with the domestic stack — tilting the ecosystem toward Chinese chips 53:28 – Guarding the moat: automotive data rules and Tesla's stalled FSD ambitions, the unwound Manus sale, China's own small yard and high fence, and the closing provocation — that America could build the smartest frontier models and still lose the diffusion race to "artificial good-enough intelligence." Plus: the case for coopetition, and what policymakers should (and shouldn't) borrow from the platform state Links from the episode Angela's paper on law as the sixth layer of China's AI stack: The Sixth Layer: The Legal Infrastructure for Physical Artificial Intelligence in China (SSRN)Three Project Syndicate op-eds on the platform state idea: The Rise of the Chinese Platform State by S. Alex Yang & Angela Huyue ZhangAre Government Stakes the Key to AI Sovereignty? by Angela Huyue ZhangOvercapacity Is China's Biggest AI Advantage by Angela Huyue ZhangTwo Management Science papers on commercial platforms: Crowd-Judging on Two-Sided Platforms: An Analysis of In-Group BiasImproving Dispute Resolution in Two-Sided Platforms: The Case of Review Blackmail See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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About

A weekly discussion of current affairs in China with journalists, writers, academics, policymakers, business people and anyone with something compelling to say about the country that's reshaping the world. Hosted by Kaiser Kuo.

Information

  • Creator
    Kaiser Kuo
  • Years Active
    2016 - 2026
  • Episodes
    562
  • Rating
    Clean
  • Show Website
    Sinica Podcast

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