Doug, Dylan and Jon on Lip-Bu, Labubu, AI Salaries, and Bees
Also, somehow, the Third Temple, twink human sacrifice for the AI labs, and the SemiAnalysis Desi Waifu 3000.
Outtro Music (sounded like a let's get dylan a girlfriend prayer to me?) Finding Her, Kushagra, Bharath, Saaheal. https://www.youtube.com/watch?v=PZtSnQBsBW0
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52:20
Apple in China
Patrick McGee is the author of Apple in China: The Capture of the World’s Greatest Company. Our discussion led us through a detailed history of Apple’s relationship with China, where iPhone manufacturing became a project of nation-building.
Cohosting today is Kyle Chan of the High Capacity Substack.
Today, our conversation covers:
Why Apple moved production to China in the 1990s, and why it struggles to leave,
How Apple’s obsession with perfection catalyzed China’s industrial upgrading,
The political side of production in China, including how Apple’s relationship with the Chinese authorities has evolved over time,
The rise of Foxconn and other partners in Apple’s network,
Fun anecdotes about Apple’s management style, including the “Divorce Avoidance Program.”
Read ChinaTalk's article China's AR glasses market here.
Outro music: Apple Blossom — The White Stripes (YouTube Link)
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1:10:49
The House of Huawei
Eva Dou is the author of The House of Huawei, an excellent book covering the personal, economic, and geopolitical arc of Huawei, China’s most important company.
We discuss…
The life of Huawei’s founder, Ren Zhengfei, who rose from Cultural Revolution disgrace to become one of China’s richest businessmen,
How Ren built Huawei, and what makes their corporate culture unique,
Huawei’s strategic entry into developing and high-risk markets like Libya, Iraq, and Iran, and whether the controversial deal with the UK is a threat to national security,
How Huawei outcompeted Chinese state-owned telecom companies and eventually achieved national champion status,
How Ren’s personal interest in foreign art, music, and architecture advances Huawei’s market share.
Co-hosting today is Kyle Chan, a postdoc at Princeton and author of the High Capacity Substack.
Outro music: Back Fire - Annabel Yao (YouTube Link)
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1:16:25
Can Donors Save Science?
Renaissance Philanthropy — in my opinion, the most exciting S&T philanthropic venture in the US — is getting a one-year check-in. Kumar Garg first appeared on the show right before I went on paternity leave, and now we’re back for round two. Before founding Renaissance Philanthropy, Kumar worked in the Obama Office of Science and Technology Policy and spent time at Schmidt Futures.
We discuss…
How Renaissance catalyzed over $200 million in philanthropic funding in its first year,
The goals of the organization and how it has responded to Trump’s S&T funding cuts,
What sets Renaissance apart from traditional philanthropic organizations, and lessons for China-focused research foundations,
AI applications in education, from tutoring to dyslexia screening,
Donor psychology, “portfolio regret,” and how to build trust within a philanthropic network.
Thanks to ElevenLabs for sponsoring this episode. Check out the ElevenReader text-to-speech app here.
Outro music: Mercy, Mercy, Mercy - Cannonball Adderley (YouTube Link)
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1:17:27
Josh Wolfe on Elon v. Trump, R&D, Immigration
Josh Wolfe of Lux Capital joins ChinaTalk to talk:
Elon, Trump and the tech right
The future of the R&D base and importance of immigrants
Why short videos aren't terrible after all?
Philanthropy and books
Read the social history of the machine gun!
Outtro Music: Youba by The Sway Machinery and Khaira Arby https://www.youtube.com/watch?v=cYNUm4UfoAs
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Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider.
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