AI Pains and Gains
China Inc’s Hormuz straits.
China and Democracy
Also, the illusion of cheap Chinese AI.
Assessing the Summit
Plus, Chinese memory chips.
TP-Link’s American Dream
Also, the quiet companies surfing China’s AI wave.
The Island-Chain Allies
Plus, managing China-U.S. trade.
The Case of Super Micro’s Missing Nvidia’s
Also, China’s Earth observation satellites.
Crypto leverage, made in China and banned in China
Plus, a Sino-U.S. AI conference controversy.
How To Defend Taiwan
Also, Canada, the U.S. and Chinese EVs, and a Xinjiang loophole for Big Pharma.
Eleven days on Hainan, Part II
Plus, sunny days for China’s solar industry in Africa.
The Hainan Spy Plane Crisis, an Oral History
Also, OpenClaw grips China.
The Sino-U.S. AI Race — A Score Card
Also, Liberation Day, a year later.
The Magnet Makers, Sino-Iranian Relations, and an Update on the Uyghur Forced Labor Protection Act
Also, an update on the Uyghur Forced Labor Protection Act.