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Weekend listening: Really enjoyed this conversation with the one and only Elizabeth Economy. Covered a lot of ground on all things China policy.

China is aiming to be a global leader in AI by 2030. To this end, they are deploying a vast range of industrial policy tools. A recent paper by Kyle Chan and co-authors provides this fantastic overview of China's industrial policy for AI.

Here's the full paper: rand.org/pubs/perspecti…

The time has come for the United States to forge a collective defense pact in Asia to counter China’s growing military threat, argues Ely Ratner. foreignaffairs.com/china/case-pac…

Link to the interview: youtube.com/watch?v=qb644F…

House of Huawei is the best book I've read this year. It's not only a story about the rise of an incredibly powerful company. It's also a story about China's economic transformation, state-business relations, entrepreneurship, and geopolitics.

China dominates many industries. But there is one where China is far ahead of the competition: renewable energy manufacturing.

Siemens has received a notice from the US government saying that Washington has lifted export restrictions on chip design software for China bloomberg.com/news/articles/…

How did China become a global economic powerhouse? 🎙️ I recently spoke with industrial policy expert Jostein Hauge about China’s rise, state control, and global innovation power plays. Listen now 👉 open.spotify.com/episode/2fPj0p… #China #Geopolitics #IndustrialPolicy #GlobalEconomy

The US is the world's largest economy, but China completely dominates them in exports of clean energy technology. These two countries are taking strikingly different paths: China towards clean energy, the US towards fossil fuels.

Source: nytimes.com/interactive/20…

I suspect that both China and India would have been wealthier — and the US poorer — had it not been for all the Chinese and Indian nationals who moved and settled in Silicon Valley. Immigrants from China and India have become the backbone of the US tech industry.

📽️ Weekend Watch: youtube.com/watch?v=X0yV50… On 25 June, Artha Global, Dalberg & Project Tech4Dev hosted a virtual convening to explore the potential of artificial intelligence in strengthening state capacity. A big thank you to our esteemed speakers & 300+ participants for making

Sutskever to lead Safe Superintelligence after Meta poaches CEO Gross in AI talent war reuters.com/business/sutsk…

“The distribution of land ownership explains a great deal about where wealth and power reside in the world today.” Read Sunil Amrith’s review of Michael Albertus’s new book, “Land Power”: foreignaffairs.com/reviews/your-l…

The US plans to restrict shipments of AI chips from the likes of Nvidia to Malaysia and Thailand, part of an effort to crack down on suspected semiconductor smuggling into China bloomberg.com/news/articles/…

Just 15 Indian cities contribute 30% of India’s GDP. These urban hubs alone– will drive India’s ability to become a 30 + trillion economy by 2047, facilitating an extra 1.5% of growth. How can we unlock their full potential and position them on the world map? Transforming

Weekend reading: Really enjoyed this discussion with Shashank Mattoo from Hindustan Times on how to strengthen the U.S.-India defense partnership and bolster India's role in the broader Indo-Pacific. hindustantimes.com/india-news/pac…

Vietnam has become Asia’s export powerhouse.

I threw everything in here—the $, bonds, future of the defense umbrella, the insistence on centrality, stablecoin, why centrality is not always strength, the evolution of US & global (r,g ) dynamics, and a shoutout to Steven Solomon. But no dad jokes. phenomenalworld.org/analysis/monet…