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Monopoly round-up: Obamacare is cooked. What's next?

Matt Stoller · ·Oct 26, 2025 · 20 min read · China
Monopoly round-up: Obamacare is cooked. What's next?

Notes from Korea

Jordan Schneider · ChinaTalk ·Oct 22, 2025 · 13 min read · China
Notes from Korea

90% of the law

Doomberg · Doomberg ·Oct 20, 2025 · 3 min read · China
90% of the law

Nexperia's long history, tangled present and uncertain future

Babbage · The Chip Letter ·Oct 18, 2025 · 12 min read · China
Nexperia's long history, tangled present and uncertain future

China forces scott bessent to embrace anti-monopoly tactics

Matt Stoller · ·Oct 17, 2025 · 11 min read · China
China forces scott bessent to embrace anti-monopoly tactics

Gloves off

Doomberg · Doomberg ·Oct 16, 2025 · 3 min read · China
Gloves off

Monopoly round-up: Will the trade war pop the AI bubble?

Matt Stoller · ·Oct 12, 2025 · 10 min read · China
Monopoly round-up: Will the trade war pop the AI bubble?

How the US military runs on Chinese rare earths

Shirvan Neftchi · CaspianReport ·Oct 6, 2025 · 10 min read · China
How the US military runs on Chinese rare earths

Why China banned weird architecture

PolyMatter · PolyMatter ·Sep 26, 2025 · 10 min read · China
Why China banned weird architecture

Are the rich really leaving Britain?

Patrick Boyle · Patrick Boyle ·Sep 20, 2025 · 19 min read · China
Are the rich really leaving Britain?

Embodied AI in biotech: Why China might lead the next revolution

Cam Watson · ·Sep 16, 2025 · 11 min read · China
Embodied AI in biotech: Why China might lead the next revolution

China's new military equipment revealed - the pla parade and its modernisation speed run

Perun · Perun ·Sep 14, 2025 · 55 min read · China
China's new military equipment revealed - the pla parade and its modernisation speed run

Can economics explain the rise and fall of the British aristocracy?

Brian Albrecht · Economic Forces ·Sep 11, 2025 · 10 min read · China
Can economics explain the rise and fall of the British aristocracy?

Huawei ascend production ramp: Die banks, tsmc continued production, hbm is the bottleneck

Dylan Patel · SemiAnalysis ·Sep 8, 2025 · 27 min read · China
Huawei ascend production ramp: Die banks, tsmc continued production, hbm is the bottleneck

New lithium metal battery doubles energy capacity! Has China beaten US to it again?

Dave Borlace · Just Have a Think ·Aug 31, 2025 · 10 min read · China
New lithium metal battery doubles energy capacity! Has China beaten US to it again?

China is killing the US on energy. Does that mean they’ll win agi? — Casey handmer

Dwarkesh Patel · Dwarkesh Patel ·Aug 15, 2025 · 78 min read · China
China is killing the US on energy. Does that mean they’ll win agi? — Casey handmer

How China is preparing for conflict with India

Shirvan Neftchi · CaspianReport ·Aug 6, 2025 · 11 min read · China
How China is preparing for conflict with India

Import AI 423: Multilingual clip; anti-drone tracking; and Huawei kernel design

Jack Clark · Import AI ·Aug 4, 2025 · 16 min read · China
Import AI 423: Multilingual clip; anti-drone tracking; and Huawei kernel design

Ads are inevitable in AI, and that's okay

Rohit Krishnan · Strange Loop Canon ·Jul 28, 2025 · 10 min read · China
Ads are inevitable in AI, and that's okay

Import AI 422: LLM bias; China cares about the same safety risks as US; AI persuasion

Jack Clark · Import AI ·Jul 28, 2025 · 20 min read · China
Import AI 422: LLM bias; China cares about the same safety risks as US; AI persuasion

How Russia plans to rule eurasia by river

Shirvan Neftchi · CaspianReport ·Jul 23, 2025 · 10 min read · China
How Russia plans to rule eurasia by river

The administration's trade war - 6 months later

Joeri Schasfoort · Money & Macro ·Jul 22, 2025 · 17 min read · China
The administration's trade war - 6 months later

Intel 18a details & cost, future of dram 4f2 vs 3d, backside power adoption (or not), China's…

Dylan Patel · SemiAnalysis ·Jul 21, 2025 · 16 min read · China
Intel 18a details & cost, future of dram 4f2 vs 3d, backside power adoption (or not), China's…

Import AI 421: Kimi 2 - a Great Chinese open weight model; giving AI systems rights and what it…

Jack Clark · Import AI ·Jul 21, 2025 · 18 min read · China
Import AI 421: Kimi 2 - a Great Chinese open weight model; giving AI systems rights and what it…

China’s increasingly bizarre economy

Joeri Schasfoort · Money & Macro ·Jul 14, 2025 · 12 min read · China
China’s increasingly bizarre economy

Import AI 419: Amazon's millionth robot; CrowdTrack; and infinite games

Jack Clark · Import AI ·Jul 7, 2025 · 11 min read · China
Import AI 419: Amazon's millionth robot; CrowdTrack; and infinite games

China’s debt problem is 300% bigger than America’s

Economics Explained · Economics Explained ·Jul 2, 2025 · 25 min read · China
China’s debt problem is 300% bigger than America’s

What rapid ageing will do to the global economy

Joeri Schasfoort · Money & Macro ·Jun 23, 2025 · 12 min read · China
What rapid ageing will do to the global economy

Why Apple can’t leave China

PolyMatter · PolyMatter ·Jun 7, 2025 · 13 min read · China
Why Apple can’t leave China

In review: 'The phoenician scheme,' 'karate kid: Legends,' 'bring her back'

Scott Tobias & Keith Phipps · The Reveal ·May 29, 2025 · 10 min read · China
In review: 'The phoenician scheme,' 'karate kid: Legends,' 'bring her back'
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