Sharp China: ‘Protracted War’ and ‘Struggle’; The Looming Risks for the PRC; A Politburo Study Session on AI; Apple’s Attempt to Pivot

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Sharp China: ‘Protracted War’ and ‘Struggle’; The Looming Risks for the PRC; A Politburo Study Session on AI; Apple’s Attempt to Pivot

Show Notes:

On today’s show Andrew and Bill take stock of the trade war one month after “Liberation Day.” Topics include: Domestic messaging on “struggle” and external promises to never kneel down, the risks facing the PRC as US tariffs threaten to compound overcapacity controversies and invite heightened scrutiny around the world, Week 3 of speculation on whether the US and China are negotiating on trade, and why talk of a resolution and return to the March status quo seems increasingly unrealistic. At the end: The April Politburo meeting reflects both caution and confidence, a study session on AI spells bad news for Nvidia, thoughts on Apple’s story in China as the company tries to relocate US iPhone assembly to India, and Netflix gets the last laugh 15 years after being rebuffed by PRC censors.

Related Readings:

Xi inspects Shanghai, talks AI and Global South; "不跪/Never kneel down"; AI; Jack Ma and Huang Youlong -- Sinocism

April Politburo Study Session on AI is bad news for Nvidia -- Sinocism

Today, it is necessary to revisit On Protracted War. -- Beijing Daily

Never Kneel Down -- Ministry of Foreign Affairs on X

China exempts some goods from US tariffs -- Reuters

US tariffs could endanger 16 million export jobs in China: Goldman Sachs -- SCMP

Emerging markets set to become battlegrounds in trade war -- FT

Trump says Xi called him, lays out trade and other deal plans in Time interview -- Reuters

Exclusive: Trump officials eye changes to Biden's AI chip export rule, sources say -- Reuters

Apple aims to source all US iPhones from India in pivot away from China -- FT

Apple’s India Manufacturing Push Faces Spoilers, Including China -- The Information

Apple in China: The Capture of the World's Greatest Company -- Patrick McGee

Netflix Co-CEO Says They’re Not in China Because ‘Not a Single Episode’ Cleared the Censorship Board -- IndieWire