Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge
This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization.3:09 – Self Introduction: Jostein Hauge4:23 – Anti-China Sentiment in Western Discourse7:40 – Misconceptions and Prevailing Narratives10:08 – Technological Transfer and the Political Economy12:18 – Historical Periods of Economic Rivalry 14:36 – Evolving Industrial Policy: From Japan’s MITI to China and the U.S. today18:59 – China’s Contemporary Industrial Policy: Quality or Quantity? 21:13 – China as a Rising Power: Is History Repeating?24:18 – The Sustainability of China’s Industrial Policy 26:43 – China, Overcapacity, and Global Imbalances34:07 – Overcapacity: Economic Reality or Ideological Construct?36:04 – China's domination in the renewable energy market39:13 – China’s greenhouse gas emissions43:17 – How China is reshaping the IP regime 48:14 – The U.S. national security stance and the trade war with China55:10 – Europe’s approach to ChinaPaying it forward: Kyle Chan at High CapacityRecommendations:Jostein: The White Lotus (TV Series)Kaiser: The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II by Stephen R. PlattSee 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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Seeking the Next DeepSeek: the Chinese Generative AI Algorithm Registry, with Kendra Schaefer
This week on Sinica, I speak with Kendra Schaefer, the partner at Trivium China who heads their tech practice. She recently published a fascinating paper looking at the Cyberspace Administration of China's comprehensive database of generative AI tools released in China, and she shares the insights and big takeaways from her research on that database. It's a terrific window into what Chinese firms, both private and state-affiliated, are doing with generative AI.03:51 – Mandatory registration of generative AI Tools in China10:28 – How does the CAC categorize AI Tools?14:25 – State-affiliated vs. non-state-affiliated AI Tools18:55 – Capability and competition of China's AI Industry22:57 – Significance of Generative Algorithmic Tools (GAT) registration counts26:06 – The application of GATs in the education sector29:50 – The application of GATs in the healthcare Sector31:00 – Underrepresentation of AI tools in other sectors32:56 – Regional breakdown of AI innovation in China36:07 – AI adoption across sectors: how companies integrate AI40:21 – Standout projects by the Chinese Academy of Science (CAS)42:42 – How multinationals navigate China's tech regulations47:50 – Role of foreign players in China's AI strategy49:38 – Key takeaways from the AI development journey53:41 -– Blind spots in AI data57:25 – Kendra's future research directionPaying it Forward: Kenton Thibaut.Recommendations:Kendra: The Chinese Computer: A Global History of the Information Age by Thomas Mullaney.Kaiser: the Rhyming Chaos Podcast by Jeremy Goldkorn and Maria RepnikovaSee 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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Bonus Ep: Rubio's Visa Revocations, with Jeremy Goldkorn [Explicit]
Jeremy Goldkorn joins for this largely unedited throwback to the early, sweary days of the show. We talk about the announcement made on Wednesday, 28 May 2025, on the "aggressive" revocation of Chinese student visas for students with Party "connections" or who study "critical fields." You've been warned!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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Ukraine, China, and the Emerging Geopolitics of Resource Security
A bonus episode this week. On May 22, I moderated a panel organized by Vita Golod and the UNC Center for Slavic, Eurasian, and East European Studies. The focus was on the U.S.-Ukraine Mineral Security Partnership, and it features Ivan Us, Chief Consultant at the Center for Foreign Policy at the National Institute for Strategic Studies; Jim Mullinax, a Senior Foreign Service Officer and former Consul General at the U.S. Consulate in Chengdu (closed in 2020); Grzegorz Stec, Senior Analyst and Head of the Brussels Office at MERICS; and Xu Qinduo, journalist at CGTN and Senior Fellow at the Pangoal Institution. The panel explores the background and the implications of the minerals deal, signed on May 1, 2025, for the ongoing war in Ukraine, and prospects for post-war reconstruction. I hope you enjoy what I thought was a fascinating conversation.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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House of Huawei: Eva Dou of the Washington Post on Her New "Secret History" of Huawei
This week on Sinica, I chat with Eva Dou, technology reporter for the Washington Post, about her terrific new book about Huawei. From its prehistory to its fight for its life under tremendous U.S. pressure, she tells its story in a way that's both deeply engaging and very evenhanded. 04:53 – Meng Wanzhou’s case and its impact on media interest in Huawei07:13 – How did Ren Zhengfei’s experiences in the PLA shape the corporate culture of Huawei?10:21 – The impact of his father on Ren Zhengfei 13:42 – Women in Huawei’s leadership and Sun Yafang as a chairwoman 18:41 – Is Huawei a tool of the state?23:21 – Edward Snowden’s revelations and how they influenced the perception of Huawei 26:34 – The Cisco lawsuit influence on the company’s approach to foreign markets 28:07 – Reasons for Huawei working with embargoed or sanctioned states30:46 – Huawei’s international expansion 33:04 – Huawei’s management style and internal competition 36:33 – Meng Wenzhou’s detainment as a turning point for Huawei and China-U.S. relations38:09 – Ren Zhengfei’s media campaign and narrative shift after the Meng affair40:44 – Huawei’s involvement in Xinjiang’s surveillance 43:09 – Huawei’s success in shaping 5G standards despite global pushback46:27 – The “Huawei index”: tracking Chinese investment abroad through Huawei’s market presence48:35 – Huawei’s push into chip development amid sanctions: real progress or just hype?52:23 – Huawei: a proxy, a leading or lagging indicator, or just a bellwether?54:11 – Huawei’s “too big to fail” status: benefits and risks amid U.S. government pressure56:29 – Huawei’s perspective on the backlash from sanctions58:19 – Concluding question: about Huawei’s ownership and governancePaying it forward: Raffaele Huang at The Wall Street JournalRecommendations: Eva: The Party's Interests Come First by Joseph Torigian; Yang Jie at The Wall Street Journal; Piranesi by Susanna ClarkeKaiser: Adolescence on Netflix; Kyle Chan's high-capacity.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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.
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