This Is What the US Just Did to China on Semi...

China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese companies are now allowed to buy some Nvidia H200s. In fact, many of the big Chine ...  Show more

We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine Sun. They've all been Odd Lots guests before, and we wanted to get them together ...  Show more

Over the last few years, the United States has moved to limit China’s technological rise. U.S.-led sanctions have imposed unprecedented limits on Beijing’s access to advanced computing chips. In response, China has accelerated its own efforts to develop its technological industry ...  Show more

According to U.S. politicians, military leaders and the media, everything China does on the international stage – brokering peace deals, expanding economic initiatives, building ports — is part of an aggressive campaign to weaken the United States. While China is becoming m ...

China has this week reopened its borders for the first time in nearly three years. There have been scenes of joy and relief for many Chinese citizens after years of isolation. Ed Butler asks whether this is a turning point, as some are describing. What are the longer term economi ...  Show more

The Biden administration announced a monumental policy shift earlier this month, set to limit and control the exportation of artificial intelligence and semiconductor technologies to China. The restrictions will block leading U.S. chip designers from accessing the Chinese market; ...  Show more